Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

H&R BLOCK INC Director's Dealing 2005

Jul 15, 2005

30865_dirs_2005-07-15_25ef86e6-1486-4587-96c3-8ce5a9406a11.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4/A — Form 4/A

Issuer: H&R BLOCK INC (HRB)
CIK: 0000012659
Period of Report: 2005-06-30

Reporting Person: YABUKI JEFFERY W (Executive VP and COO)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2005-06-30 Common Stock, without par value A 8000 $58.3500 Acquired 71804.4008 Direct
2005-06-30 Common Stock, without par value J 122.864 $50.8900 Acquired 71927.2648 Direct
2005-06-30 Common Stock, without par value F 1588 $58.6300 Disposed 70339.2648 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2005-06-30 Call Option to Purchase $58.3500 A 80000 Acquired 2015-06-30 Common Stock, without par value (80000.00) Direct

Holdings (Non-Derivative)

Security Shares Ownership
Common Stock, without par value 1367.4000 Indirect

Holdings (Derivative)

Security Exercise Price Expiration Underlying Shares Ownership
Call Option to Purchase $23.1875 2009-09-07 Common Stock, without par value (80000.00) 80000.00 Direct
Call Option to Purchase $16.1875 2010-06-30 Common Stock, without par value (70000.00) 70000.00 Direct
Call Option to Purchase $32.2750 2011-06-30 Common Stock, without par value (90000.00) 90000.00 Direct
Call Option to Purchase $46.1500 2012-06-30 Common Stock, without par value (90000.00) 90000.00 Direct
Call Option to Purchase $43.2500 2013-06-30 Common Stock, without par value (90000.00) 90000.00 Direct
Call Option to Purchase $47.6800 2014-06-30 Common Stock, without par value (85000.00) 85000.00 Direct

Footnotes

F1: Restricted shares of Common Stock granted under the H&R Block, Inc. 2003 Long-Term Executive Compensation Plan.

F2: Units acquired under the H&R Block Deferred Compensation Plan for Executives, as Amended and Restated. Each unit has the value of one share of Common Stock.

F3: Units held under the H&R Block Retirement Savings Plan.