Kellie Logerwell

Track

Insider profile

Currently holds a position at H & R Block Inc

Performance

Overall performance
3.5
Performance over holding periods
3.5
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 83% 68% 82%
Transactions
5 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Chief Accounting Officer H & R Block Inc July 1, 2016 -
Kellie Logerwell's trades of H & R Block Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
205.76
Quantity 58,360 +14.3%
Value US$3,118,124
Transaction date
Proposed sale
Price
195.49
Quantity 10,592
Value US$2,059,179
Transaction date
Sale
Price
131.16
Quantity 80,077 +7.8%
Value US$354,792
Transaction date
Proposed sale
Price
65.00
Quantity 9,846
Value US$639,990
Transaction date
Sale
Price
39.61
Quantity 8,000 -22.4%
Value US$316,845
Transaction date
Proposed sale
Price
39.61
Quantity 8,000
Value US$316,845
Transaction date
Sale
Price
48.77
Quantity 6,500 -25.7%
Value US$316,972
Transaction date
Sale
Price
28.68
Quantity 3,000 -37.8%
Value US$86,040
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-09-17 2024-09-16
S Sale
58,360 +14.3%
205.76
US$3,118,124 		58,360 +14.3% 205.76 US$3,118,124
2024-09-16 2024-09-16
PrS Proposed sale
10,592
195.49
US$2,059,179 		10,592 195.49 US$2,059,179
2024-08-20 2024-08-19
S Sale
80,077 +7.8%
131.16
US$354,792 		80,077 +7.8% 131.16 US$354,792
2024-08-19 2024-08-19
PrS Proposed sale
9,846
65.00
US$639,990 		9,846 65.00 US$639,990
2023-09-12 2023-09-11
S Sale
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
8,000
39.61
US$316,845 		8,000 39.61 US$316,845
2022-08-19 2022-08-18
S Sale
6,500 -25.7%
48.77
US$316,972 		6,500 -25.7% 48.77 US$316,972
2019-07-03 2019-07-02
S Sale
3,000 -37.8%
28.68
US$86,040 		3,000 -37.8% 28.68 US$86,040