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H&R BLOCK INC — Director's Dealing 2012
Mar 9, 2012
30865_dirs_2012-03-09_3eacf18a-ffd9-44f4-8e63-1a0e9be18b60.zip
Director's Dealing
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SEC Form 3 — Initial Statement of Beneficial Ownership
Issuer: H&R BLOCK INC (HRB)
CIK: 0000012659
Period of Report: 2012-03-01
Reporting Person: Houseworth Jason (SVP, Digital)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 19865.5233 | Direct |
| Common Stock | 2000.0000 | Indirect |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Phantom Stock (DCP) | $ | Common Stock (339.7960) | Direct | ||
| Stock Option (Right to Buy) | $12.5900 | 2020-10-01 | Common Stock (15150.0000) | Direct | |
| Stock Option (Right to Buy) | $16.0400 | 2021-06-30 | Common Stock (46295.0000) | Direct | |
| Stock Option (Right to Buy) | $16.8900 | 2019-07-02 | Common Stock (15715.0000) | Direct |
Footnotes
F1: Includes 17,122 restricted shares of Common Stock granted under the H&R Block, Inc. Long-Term Executive Compensation Plan for which the restrictions have not yet lapsed, and 625.5233 shares in the H&R Block, Inc. Employee Stock Purchase Plan.
F2: Immediate as to reporting person's contributions.
F3: The units are payable in cash or stock at the discretion of the reporting person.
F4: Units held under the H&R Block Deferred Compensation Plan for Executives, which is a unitized fund. Each unit has the value of one share of Common Stock.
F5: The options vest in four equal annual installments beginning on October 1, 2011.
F6: The options vest in three equal annual installments beginning on June 30, 2012.
F7: The options vest in three equal annual installments beginning on July 2, 2010.