United States Personal & Household Products & Services

H & R Block Inc (HRB)

H & R Block experienced limited insider trading activity recently, with Chief Retail Officer Mark Darling executing a sale of 2,700 shares valued at approximately $109,853. This follows a positive earnings report where the company exceeded expectations by 6.7%. The stock has demonstrated strong momentum, rising 14.6% over the past quarter.
Ticker: HRB Exchange: NYS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Darling Mark J. Chief Retail Officer Officer
Transaction date
Sale
Price
497.35
Quantity 50,769 +11.4%
Value US$681,088
Darling Mark J. Officer Officer
Transaction date
Proposed sale
Price
362.39
Quantity 957
Value US$2,936,383
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Sale
Price
375.26
Quantity 99,676 -4.3%
Value US$196,013
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
44.54
Quantity 128,818
Value US$5,738,123
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Sale
Price
46.46
Quantity 176,449 -16.3%
Value US$8,198,173
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
46.46
Quantity 176,449
Value US$8,198,180
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
63.28
Quantity 53,810 -6.0%
Value US$3,405,097
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
63.28
Quantity 53,810
Value US$3,405,146
3.2
Bowen Tony G Former Officer Officer
Transaction date
Proposed sale
Price
64.39
Quantity 23,025
Value US$1,482,662
3.5
Logerwell Kellie J VP & Chief Acct Officer Officer
Transaction date
Sale
Price
64.41
Quantity 8,000 -30.2%
Value US$515,281
3.5
Logerwell Kellie J Officer Officer
Transaction date
Proposed sale
Price
64.41
Quantity 8,000
Value US$515,281
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
63.07
Quantity 9,722 -1.1%
Value US$613,167
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
63.07
Quantity 9,722
Value US$613,167
3.2
Bowen Tony G Chief Financial Officer Officer
Transaction date
Sale
Price
65.17
Quantity 79,259 -46.8%
Value US$5,165,594
2.8
Redler Dara S Chief Legal Officer Officer
Transaction date
Sale
Price
64.10
Quantity 9,100 -29.2%
Value US$583,310
3.5
Logerwell Kellie J VP & Chief Acct Officer Officer
Transaction date
Sale
Price
65.00
Quantity 9,846 -28.2%
Value US$639,990
3.2
Bowen Tony G Officer Officer
Transaction date
Proposed sale
Price
65.14
Quantity 79,259
Value US$5,162,581
3.5
Logerwell Kellie J Officer Officer
Transaction date
Proposed sale
Price
65.00
Quantity 9,846
Value US$639,990
2.8
Redler Dara S Officer Officer
Transaction date
Proposed sale
Price
64.10
Quantity 9,100
Value US$583,310
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
54.22
Quantity 44,975
Value US$2,438,544
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
54.55
Quantity 44,975 -5.9%
Value US$2,453,197
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
49.21
Quantity 85,921
Value US$4,228,481
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
49.21
Quantity 85,921
Value US$4,228,481
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
49.21
Quantity 85,921 -10.2%
Value US$4,228,593
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
48.02
Quantity 14,938 -1.7%
Value US$717,353
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
48.02
Quantity 14,938
Value US$717,345
3.2
Bowen Tony G Officer Officer
Transaction date
Proposed sale
Price
47.10
Quantity 46,892
Value US$2,208,447
3.2
Bowen Tony G Chief Financial Officer Officer
Transaction date
Sale
Price
47.10
Quantity 46,892 -27.2%
Value US$2,208,510
3.5
Logerwell Kellie J VP & Chief Acct Officer Officer
Transaction date
Sale
Price
39.61
Quantity 8,000 -22.4%
Value US$316,845
3.5
Logerwell Kellie J Officer Officer
Transaction date
Proposed sale
Price
39.61
Quantity 8,000
Value US$316,845
3.6
Jones Jeffrey J II Officer; Director Executive Director
Transaction date
Proposed sale
Price
38.00
Quantity 91,192
Value US$3,465,301
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
38.00
Quantity 91,192 -10.1%
Value US$3,465,296
3.3
Johnson Richard A Non-Executive Director
Transaction date
Purchase
Price
29.54
Quantity 10,000 +17.0%
Value US$295,380
3.4
Gerard Robert A Non-Executive Director
Transaction date
Purchase
Price
32.13
Quantity 500 +0.2%
Value US$16,064
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
42.07
Quantity 66,000 -10.0%
Value US$2,776,620
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Planned sale
Price
42.11
Quantity 18,009 -2.7%
Value US$758,424
3.4
Gerard Robert A Non-Executive Director
Transaction date
Purchase
Price
37.89
Quantity 500 +0.2%
Value US$18,946
3.0
Orosco Karen A Pres., Global Consumer Tax & S Officer
Transaction date
Sale
Price
45.00
Quantity 50,000 -35.8%
Value US$2,250,000
3.5
Logerwell Kellie J VP & Chief Acct Officer Officer
Transaction date
Sale
Price
48.77
Quantity 6,500 -25.7%
Value US$316,972
3.2
Bowen Tony G Chief Financial Officer Officer
Transaction date
Sale
Price
48.35
Quantity 64,741 -44.8%
Value US$3,130,098
2.9
Wood Christianna Non-Executive Director
Transaction date
Sale
Price
46.96
Quantity 7,392 -100.0%
Value US$347,129
2.9
Wood Christianna Non-Executive Director
Transaction date
Sale
Price
46.96
Quantity 5,188 -100.0%
Value US$243,629
3.4
Gerard Robert A Non-Executive Director
Transaction date
Purchase
Price
25.14
Quantity 5,000 +2.0%
Value US$125,696
2.7
GERKE THOMAS A Gen. Counsel & Chief Admin Off Officer
Transaction date
Sale
Price
25.83
Quantity 20,000 -19.0%
Value US$516,520
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Purchase
Price
15.05
Quantity 3,310 +1.0%
Value US$49,812
3.4
Gerard Robert A Non-Executive Director
Transaction date
Purchase
Price
15.17
Quantity 12,000 +133.3%
Value US$181,990
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Purchase
Price
15.04
Quantity 13,150 +4.0%
Value US$197,763
3.5
Logerwell Kellie J VP & Chief Acct Officer
Transaction date
Sale
Price
28.68
Quantity 3,000 -37.8%
Value US$86,040
GERKE THOMAS A Gen. Counsel & Chief Admin Off Officer
Transaction date
Sale
Price
26.54
Quantity 70,000 -50.7%
Value US$1,857,800
Gerard Robert A
Transaction date
Purchase
Price
23.18
Quantity 1,000 +12.5%
Value US$23,180
Collins Kathryn M SVP, Chief Mktg & Strat Off Officer
Transaction date
Sale
Price
30.35
Quantity 2,931 -14.4%
Value US$88,944
Logerwell Kellie J VP & Chief Acct Officer Officer
Transaction date
Sale
Price
30.71
Quantity 800 -15.4%
Value US$24,569
COBB WILLIAM C President and CEO Executive Director
Transaction date
Sale
Price
31.11
Quantity 300,700 -37.7%
Value US$9,355,559
WRIGHT JAMES F
Transaction date
Sale
Price
30.67
Quantity 10,000 -19.7%
Value US$306,690
COBB WILLIAM C President and CEO Executive Director
Transaction date
Sale
Price
30.96
Quantity 198,765 -26.5%
Value US$6,154,579
COBB WILLIAM C President and CEO Executive Director
Transaction date
Sale
Price
31.43
Quantity 188,975 -25.5%
Value US$5,939,446
COBB WILLIAM C President and CEO Executive Director
Transaction date
Sale
Price
30.84
Quantity 250,000 -31.2%
Value US$7,709,075
COBB WILLIAM C President and CEO Executive Director
Transaction date
Sale
Price
30.18
Quantity 500,000 -38.4%
Value US$15,090,000
Collins Kathryn M SVP, Chief Mktg & Strat Off
Transaction date
Sale
Price
30.36
Quantity 7,000 -25.4%
Value US$212,526
LEWIS DAVID B
Transaction date
Sale
Price
30.01
Quantity 8,000 -9.7%
Value US$240,080
SEIP TOM D
Transaction date
Sale
Price
29.84
Quantity 6,300 -6.9%
Value US$187,979
Macfarlane Gregory J SVP, U.S. Retail Prods & Ops Officer
Transaction date
Purchase
Price
21.65
Quantity 4,618 +3.9%
Value US$99,999
Brown Jeffrey Chief Accounting and Risk Offi Officer
Transaction date
Sale
Price
22.86
Quantity 16,067 -14.0%
Value US$367,263
Brown Jeffrey Chief Accounting and Risk Offi Officer
Transaction date
Sale
Price
21.83
Quantity 105,896 -50.8%
Value US$2,312,049
Gerard Robert A Non-Executive Director
Transaction date
Purchase
Price
23.33
Quantity 2,000 +33.3%
Value US$46,652
Brown Paul J Non-Executive Director
Transaction date
Purchase
Price
23.97
Quantity 2,500 +78.1%
Value US$59,913
Macfarlane Gregory J Chief Financial Officer Officer
Transaction date
Sale
Price
33.51
Quantity 265,778 -73.8%
Value US$8,905,158
Brown Jeffrey Chief Accounting and Risk Offi Officer
Transaction date
Sale
Price
33.30
Quantity 50,000 -44.0%
Value US$1,665,020
Houseworth Jason President, US Tax Product Str Officer
Transaction date
Sale
Price
32.31
Quantity 42,647 -42.8%
Value US$1,378,125
Houseworth Jason President, US Tax Product Str Officer
Transaction date
Sale
Price
33.14
Quantity 750 -37.5%
Value US$24,855
Houseworth Jason President, US Tax Product Str Officer
Transaction date
Sale
Price
32.98
Quantity 19,978 -32.7%
Value US$658,958
LEWIS DAVID B Non-Executive Director
Transaction date
Sale
Price
29.50
Quantity 8,000 -66.7%
Value US$235,984
SEIP TOM D Non-Executive Director
Transaction date
Sale
Price
31.30
Quantity 7,463 -36.5%
Value US$233,592
Brown Jeffrey Chief Accounting and Risk Offi Officer
Transaction date
Sale
Price
32.00
Quantity 7,680 -17.3%
Value US$245,760
Brown Jeffrey Chief Accounting and Risk Offi Officer
Transaction date
Sale
Price
32.52
Quantity 5,000 -10.1%
Value US$162,600
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-10-02 2026-09-30 S Sale
Darling Mark J.

Chief Retail Officer

Officer
50,769 +11.4%
497.35
US$681,088 		50,769 +11.4% 497.35 US$681,088
2026-09-30 2026-09-30 PrS Proposed sale
Darling Mark J.

Officer

Officer
957
362.39
US$2,936,383 		957 362.39 US$2,936,383
2025-11-20 2025-11-19 S Sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
99,676 -4.3%
375.26
US$196,013 		99,676 -4.3% 375.26 US$196,013
2025-11-19 2025-11-19 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
128,818
44.54
US$5,738,123 		128,818 44.54 US$5,738,123
2025-11-14 2025-11-12 S Sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
176,449 -16.3%
46.46
US$8,198,173 		176,449 -16.3% 46.46 US$8,198,173
2025-11-12 2025-11-12 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
176,449
46.46
US$8,198,180 		176,449 46.46 US$8,198,180
2025-04-18 2025-04-16 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
53,810 -6.0%
63.28
US$3,405,097 		53,810 -6.0% 63.28 US$3,405,097
2025-04-16 2025-04-16 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
53,810
63.28
US$3,405,146 		53,810 63.28 US$3,405,146
2024-09-23 2024-09-23 PrS Proposed sale
3.2
Bowen Tony G

Former Officer

Officer
23,025
64.39
US$1,482,662 		23,025 64.39 US$1,482,662
2024-09-17 2024-09-16 S Sale
3.5
Logerwell Kellie J

VP & Chief Acct Officer

Officer
8,000 -30.2%
64.41
US$515,281 		8,000 -30.2% 64.41 US$515,281
2024-09-16 2024-09-16 PrS Proposed sale
3.5
Logerwell Kellie J

Officer

Officer
8,000
64.41
US$515,281 		8,000 64.41 US$515,281
2024-09-04 2024-09-03 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
9,722 -1.1%
63.07
US$613,167 		9,722 -1.1% 63.07 US$613,167
2024-09-03 2024-09-03 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
9,722
63.07
US$613,167 		9,722 63.07 US$613,167
2024-08-20 2024-08-19 S Sale
3.2
Bowen Tony G

Chief Financial Officer

Officer
79,259 -46.8%
65.17
US$5,165,594 		79,259 -46.8% 65.17 US$5,165,594
2024-08-20 2024-08-19 S Sale
2.8
Redler Dara S

Chief Legal Officer

Officer
9,100 -29.2%
64.10
US$583,310 		9,100 -29.2% 64.10 US$583,310
2024-08-20 2024-08-19 S Sale
3.5
Logerwell Kellie J

VP & Chief Acct Officer

Officer
9,846 -28.2%
65.00
US$639,990 		9,846 -28.2% 65.00 US$639,990
2024-08-19 2024-08-19 PrS Proposed sale
3.2
Bowen Tony G

Officer

Officer
79,259
65.14
US$5,162,581 		79,259 65.14 US$5,162,581
2024-08-19 2024-08-19 PrS Proposed sale
3.5
Logerwell Kellie J

Officer

Officer
9,846
65.00
US$639,990 		9,846 65.00 US$639,990
2024-08-19 2024-08-19 PrS Proposed sale
2.8
Redler Dara S

Officer

Officer
9,100
64.10
US$583,310 		9,100 64.10 US$583,310
2024-07-01 2024-07-01 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
44,975
54.22
US$2,438,544 		44,975 54.22 US$2,438,544
2024-07-01 2024-07-01 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
44,975 -5.9%
54.55
US$2,453,197 		44,975 -5.9% 54.55 US$2,453,197
2024-02-23 2024-02-23 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
85,921
49.21
US$4,228,481 		85,921 49.21 US$4,228,481
2024-02-23 2024-02-23 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
85,921
49.21
US$4,228,481 		85,921 49.21 US$4,228,481
2024-02-23 2024-02-23 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
85,921 -10.2%
49.21
US$4,228,593 		85,921 -10.2% 49.21 US$4,228,593
2024-02-20 2024-02-15 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
14,938 -1.7%
48.02
US$717,353 		14,938 -1.7% 48.02 US$717,353
2024-02-15 2024-02-15 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
14,938
48.02
US$717,345 		14,938 48.02 US$717,345
2023-11-27 2023-11-27 PrS Proposed sale
3.2
Bowen Tony G

Officer

Officer
46,892
47.10
US$2,208,447 		46,892 47.10 US$2,208,447
2023-11-27 2023-11-27 S Sale
3.2
Bowen Tony G

Chief Financial Officer

Officer
46,892 -27.2%
47.10
US$2,208,510 		46,892 -27.2% 47.10 US$2,208,510
2023-09-12 2023-09-11 S Sale
3.5
Logerwell Kellie J

VP & Chief Acct Officer

Officer
8,000 -22.4%
39.61
US$316,845 		8,000 -22.4% 39.61 US$316,845
2023-09-11 2023-09-11 PrS Proposed sale
3.5
Logerwell Kellie J

Officer

Officer
8,000
39.61
US$316,845 		8,000 39.61 US$316,845
2023-08-16 2023-08-16 PrS Proposed sale
3.6
Jones Jeffrey J II

Officer; Director

Executive Director
91,192
38.00
US$3,465,301 		91,192 38.00 US$3,465,301
2023-08-16 2023-08-16 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
91,192 -10.1%
38.00
US$3,465,296 		91,192 -10.1% 38.00 US$3,465,296
2023-05-23 2023-05-19 B Purchase
3.3
Johnson Richard A
Non-Executive Director
10,000 +17.0%
29.54
US$295,380 		10,000 +17.0% 29.54 US$295,380
2023-05-11 2023-05-11 B Purchase
3.4
Gerard Robert A
Non-Executive Director
500 +0.2%
32.13
US$16,064 		500 +0.2% 32.13 US$16,064
2022-12-15 2022-12-14 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
66,000 -10.0%
42.07
US$2,776,620 		66,000 -10.0% 42.07 US$2,776,620
2022-12-15 2022-12-13 PlS Planned sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
18,009 -2.7%
42.11
US$758,424 		18,009 -2.7% 42.11 US$758,424
2022-11-07 2022-11-03 B Purchase
3.4
Gerard Robert A
Non-Executive Director
500 +0.2%
37.89
US$18,946 		500 +0.2% 37.89 US$18,946
2022-09-09 2022-09-07 S Sale
3.0
Orosco Karen A

Pres., Global Consumer Tax & S

Officer
50,000 -35.8%
45.00
US$2,250,000 		50,000 -35.8% 45.00 US$2,250,000
2022-08-19 2022-08-18 S Sale
3.5
Logerwell Kellie J

VP & Chief Acct Officer

Officer
6,500 -25.7%
48.77
US$316,972 		6,500 -25.7% 48.77 US$316,972
2022-08-19 2022-08-18 S Sale
3.2
Bowen Tony G

Chief Financial Officer

Officer
64,741 -44.8%
48.35
US$3,130,098 		64,741 -44.8% 48.35 US$3,130,098
2022-08-18 2022-08-16 S Sale
2.9
Wood Christianna
Non-Executive Director
7,392 -100.0%
46.96
US$347,129 		7,392 -100.0% 46.96 US$347,129
2022-08-18 2022-08-16 S Sale
2.9
Wood Christianna
Non-Executive Director
5,188 -100.0%
46.96
US$243,629 		5,188 -100.0% 46.96 US$243,629
2021-11-08 2021-11-04 B Purchase
3.4
Gerard Robert A
Non-Executive Director
5,000 +2.0%
25.14
US$125,696 		5,000 +2.0% 25.14 US$125,696
2021-09-01 2021-08-31 S Sale
2.7
GERKE THOMAS A

Gen. Counsel & Chief Admin Off

Officer
20,000 -19.0%
25.83
US$516,520 		20,000 -19.0% 25.83 US$516,520
2020-12-22 2020-12-21 B Purchase
3.6
Jones Jeffrey J II

President & CEO

Executive Director
3,310 +1.0%
15.05
US$49,812 		3,310 +1.0% 15.05 US$49,812
2020-09-08 2020-09-03 B Purchase
3.4
Gerard Robert A
Non-Executive Director
12,000 +133.3%
15.17
US$181,990 		12,000 +133.3% 15.17 US$181,990
2020-09-08 2020-09-03 B Purchase
3.6
Jones Jeffrey J II

President & CEO

Executive Director
13,150 +4.0%
15.04
US$197,763 		13,150 +4.0% 15.04 US$197,763
2019-07-03 2019-07-02 S Sale
3.5
Logerwell Kellie J

VP & Chief Acct Officer
3,000 -37.8%
28.68
US$86,040 		3,000 -37.8% 28.68 US$86,040
2018-08-31 2018-08-30 S Sale GERKE THOMAS A

Gen. Counsel & Chief Admin Off

Officer
70,000 -50.7%
26.54
US$1,857,800 		70,000 -50.7% 26.54 US$1,857,800
2018-06-25 2018-06-22 B Purchase Gerard Robert A
1,000 +12.5%
23.18
US$23,180 		1,000 +12.5% 23.18 US$23,180
2017-07-19 2017-07-18 S Sale Collins Kathryn M

SVP, Chief Mktg & Strat Off

Officer
2,931 -14.4%
30.35
US$88,944 		2,931 -14.4% 30.35 US$88,944
2017-07-17 2017-07-14 S Sale Logerwell Kellie J

VP & Chief Acct Officer

Officer
800 -15.4%
30.71
US$24,569 		800 -15.4% 30.71 US$24,569
2017-07-05 2017-06-30 S Sale COBB WILLIAM C

President and CEO

Executive Director
300,700 -37.7%
31.11
US$9,355,559 		300,700 -37.7% 31.11 US$9,355,559
2017-06-29 2017-06-28 S Sale WRIGHT JAMES F
10,000 -19.7%
30.67
US$306,690 		10,000 -19.7% 30.67 US$306,690
2017-06-29 2017-06-28 S Sale COBB WILLIAM C

President and CEO

Executive Director
198,765 -26.5%
30.96
US$6,154,579 		198,765 -26.5% 30.96 US$6,154,579
2017-06-29 2017-06-27 S Sale COBB WILLIAM C

President and CEO

Executive Director
188,975 -25.5%
31.43
US$5,939,446 		188,975 -25.5% 31.43 US$5,939,446
2017-06-22 2017-06-21 S Sale COBB WILLIAM C

President and CEO

Executive Director
250,000 -31.2%
30.84
US$7,709,075 		250,000 -31.2% 30.84 US$7,709,075
2017-06-22 2017-06-20 S Sale COBB WILLIAM C

President and CEO

Executive Director
500,000 -38.4%
30.18
US$15,090,000 		500,000 -38.4% 30.18 US$15,090,000
2017-06-22 2017-06-20 S Sale Collins Kathryn M

SVP, Chief Mktg & Strat Off
7,000 -25.4%
30.36
US$212,526 		7,000 -25.4% 30.36 US$212,526
2017-06-20 2017-06-19 S Sale LEWIS DAVID B
8,000 -9.7%
30.01
US$240,080 		8,000 -9.7% 30.01 US$240,080
2017-06-19 2017-06-15 S Sale SEIP TOM D
6,300 -6.9%
29.84
US$187,979 		6,300 -6.9% 29.84 US$187,979
2016-09-06 2016-09-01 B Purchase Macfarlane Gregory J

SVP, U.S. Retail Prods & Ops

Officer
4,618 +3.9%
21.65
US$99,999 		4,618 +3.9% 21.65 US$99,999
2016-07-01 2016-06-30 S Sale Brown Jeffrey

Chief Accounting and Risk Offi

Officer
16,067 -14.0%
22.86
US$367,263 		16,067 -14.0% 22.86 US$367,263
2016-06-29 2016-06-27 S Sale Brown Jeffrey

Chief Accounting and Risk Offi

Officer
105,896 -50.8%
21.83
US$2,312,049 		105,896 -50.8% 21.83 US$2,312,049
2016-06-16 2016-06-16 B Purchase Gerard Robert A Non-Executive Director
2,000 +33.3%
23.33
US$46,652 		2,000 +33.3% 23.33 US$46,652
2016-06-14 2016-06-13 B Purchase Brown Paul J Non-Executive Director
2,500 +78.1%
23.97
US$59,913 		2,500 +78.1% 23.97 US$59,913
2015-12-31 2015-12-29 S Sale Macfarlane Gregory J

Chief Financial Officer

Officer
265,778 -73.8%
33.51
US$8,905,158 		265,778 -73.8% 33.51 US$8,905,158
2015-12-18 2015-12-16 S Sale Brown Jeffrey

Chief Accounting and Risk Offi

Officer
50,000 -44.0%
33.30
US$1,665,020 		50,000 -44.0% 33.30 US$1,665,020
2015-12-14 2015-12-11 S Sale Houseworth Jason

President, US Tax Product Str

Officer
42,647 -42.8%
32.31
US$1,378,125 		42,647 -42.8% 32.31 US$1,378,125
2015-12-14 2015-12-10 S Sale Houseworth Jason

President, US Tax Product Str

Officer
750 -37.5%
33.14
US$24,855 		750 -37.5% 33.14 US$24,855
2015-12-14 2015-12-10 S Sale Houseworth Jason

President, US Tax Product Str

Officer
19,978 -32.7%
32.98
US$658,958 		19,978 -32.7% 32.98 US$658,958
2015-07-01 2015-06-30 S Sale LEWIS DAVID B Non-Executive Director
8,000 -66.7%
29.50
US$235,984 		8,000 -66.7% 29.50 US$235,984
2015-06-25 2015-06-23 S Sale SEIP TOM D Non-Executive Director
7,463 -36.5%
31.30
US$233,592 		7,463 -36.5% 31.30 US$233,592
2015-01-20 2015-01-16 S Sale Brown Jeffrey

Chief Accounting and Risk Offi

Officer
7,680 -17.3%
32.00
US$245,760 		7,680 -17.3% 32.00 US$245,760
2014-07-28 2014-07-25 S Sale Brown Jeffrey

Chief Accounting and Risk Offi

Officer
5,000 -10.1%
32.52
US$162,600 		5,000 -10.1% 32.52 US$162,600

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