|
2025-11-20 |
2025-11-19 |
S
Sale
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
|