United States Personal & Household Products & Services

H & R Block Inc (HRB)

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Track

H & R Block Inc. experienced significant insider trading activity throughout late 2025. President and CEO Jeffrey J. Jones II executed multiple substantial share sales during November, totaling over 300,000 units. These divestments represent the most recent recorded actions, occurring well beyond the three-month window, reflecting ongoing liquidity events by key leadership personnel.
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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Insider trades have triggered activity signals for H & R Block Inc. Upgrade to see score, net flow, insiders and the full signal context.

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Top insiders
Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
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
428.67
Quantity 42,795
Value US$2,699,048
3.6
Jones Jeffrey J II President & CEO Executive Director
Transaction date
Sale
Price
414.24
Quantity 89,486 +49.1%
Value US$2,200,914
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
SEIP TOM D Non-Executive Director
Transaction date
Sale
Price
28.62
Quantity 6,054 -36.8%
Value US$173,235
Houseworth Jason President, U.S. Tax Services Officer
Transaction date
Sale
Price
16.54
Quantity 8,081 -25.1%
Value US$133,677
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
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
42,795
428.67
US$2,699,048 		42,795 428.67 US$2,699,048
2025-11-14 2025-11-12 S Sale
3.6
Jones Jeffrey J II

President & CEO

Executive Director
89,486 +49.1%
414.24
US$2,200,914 		89,486 +49.1% 414.24 US$2,200,914
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
2013-06-17 2013-06-14 S Sale SEIP TOM D Non-Executive Director
6,054 -36.8%
28.62
US$173,235 		6,054 -36.8% 28.62 US$173,235
2012-07-18 2012-07-17 S Sale Houseworth Jason

President, U.S. Tax Services

Officer
8,081 -25.1%
16.54
US$133,677 		8,081 -25.1% 16.54 US$133,677
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