AI assistant
Sending…
H&R BLOCK INC — Director's Dealing 2009
Jul 6, 2009
30865_dirs_2009-07-06_82045811-1dbb-4e07-948c-8766e04340d9.zip
Director's Dealing
Open in viewerOpens in your device viewer
SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: H&R BLOCK INC (HRB)
CIK: 0000012659
Period of Report: 2009-07-02
Reporting Person: SHULMAN BECKY S (Senior VP and CFO)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2009-07-02 | Common Stock | A | 5895 | — | Acquired | 35565.0206 | Direct |
| 2009-07-02 | Common Stock | F | 241 | — | Disposed | 35324.0206 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2009-07-02 | Call Option to Purchase | $16.89 | A | 105714 | Acquired | 2019-07-02 | Common Stock (105714) | Direct |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Call Option to Purchase | $17.54 | 2011-08-07 | Common Stock (20000) | 20000 | Direct |
| Call Option to Purchase | $23.075 | 2012-06-30 | Common Stock (20000) | 20000 | Direct |
| Call Option to Purchase | $21.625 | 2013-06-30 | Common Stock (16000) | 16000 | Direct |
| Call Option to Purchase | $23.84 | 2014-06-30 | Common Stock (16000) | 16000 | Direct |
| Call Option to Purchase | $29.175 | 2015-06-30 | Common Stock (20000) | 20000 | Direct |
| Call Option to Purchase | $23.86 | 2016-06-30 | Common Stock (31405) | 31405 | Direct |
| Call Option to Purchase | $23.37 | 2017-06-30 | Common Stock (41945) | 41945 | Direct |
| Call Option to Purchase | $21.81 | 2018-07-03 | Common Stock (96401) | 96401 | Direct |
Footnotes
F1: Restricted Shares of Common Stock granted under the H&R Block, Inc. 2003 Long-Term Executive Compensation Plan. The restrictions lapse on the third anniversary of the date of grant.
F2: Options vest in three equal annual installments beginning on the first anniversary of the date of grant.
More from H&R BLOCK INC
Interim / Quarterly Report
2026
May 6
Report Publication Announcement
2026
May 6
Major Shareholding Notification
2026
Apr 30
Major Shareholding Notification
2026
Apr 29
Major Shareholding Notification
2026
Mar 27
Major Shareholding Notification
2026
Feb 5
Interim / Quarterly Report
2026
Feb 5
Earnings Release
2026
Feb 3
Director's Dealing
2026
Jan 23
Director's Dealing
2026
Jan 23