H&R Block Inc.. (HRB) NEW YORK STOCK EXCHANGE INC.
$46.57 (0.30) (-0.64%)
Market Cap: $6.54B
As of 04/18/24 04:00 PM EDT. Market closed.
H&R Block Inc.. (HRB)
NEW YORK STOCK EXCHANGE INC.
$46.57
(0.30) (-0.64%)
Market Cap: $6.54B
As of 04/18/24 04:00 PM EDT. Market closed.
we look at your life through tax…and find ways to help. h&r block is the world’s largest tax services provider, having prepared more than 650 million tax returns since 1955. there are approximately 12,000 company-owned and franchise retail locations in all 50 states, puerto rico and other u.s. territories, canada, australia, and india, and on u.s. military bases around the world. an h&r ... read more
we look at your life through tax…and find ways to help. h&r block is the world’s largest tax services provider, having prepared more than 650 million tax returns since 1955. there are approximately 12,000 company-owned and franchise retail locations in all 50 states, puerto rico and other u.s. territories, canada, australia, and india, and on u.s. military bases around the world. an h&r block branded retail office is located within five miles of most americans. in fiscal 2015, h&r block had revenues over $3.1 billion and prepared 24.2 million tax returns worldwide. serving taxpayers with more than 12,000 retail offices worldwide and digital tax solutions •h&r block employs approximately 9,000 bilingual tax professionals and client service professionals •h&r block clients prepared more than 6.9 million tax returns through our digital solutions in fy 2015 •h&r block’s digital business has been serving do-it-yourself clients for more than 15 years •in 2015, h&r block helped clie read less
Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
Jones Jeffrey J II | President & CEO | Feb 23, 2024 | Sale | $49.21 | 85,921 | 4,228,594 | 755,359 | Feb 23, 2024, 05:30 PM |
Redler Dara S | Chief Legal Officer | Feb 01, 2024 | Option Exercise | $46.38 | 3,262 | 151,292 | 30,885 | Feb 02, 2024, 04:32 PM |
Bowen Tony G | Chief Financial Officer | Nov 27, 2023 | Sale | $47.10 | 46,892 | 2,208,510 | 125,591 | Nov 27, 2023, 04:32 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Sep 11, 2023 | Sale | $39.61 | 8,000 | 316,845 | 27,721 | Sep 12, 2023, 04:32 PM |
Redler Dara S | Chief Legal Officer | Aug 31, 2023 | Option Exercise | $39.98 | 1,142 | 45,657 | 33,715 | Sep 05, 2023, 04:34 PM |
Bowen Tony G | Chief Financial Officer | Aug 31, 2023 | Option Exercise | $39.98 | 6,134 | 245,237 | 172,207 | Sep 05, 2023, 04:34 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Aug 31, 2023 | Option Exercise | $39.98 | 998 | 39,900 | 35,721 | Sep 05, 2023, 04:33 PM |
Jones Jeffrey J II | President & CEO | Aug 31, 2023 | Option Exercise | $39.98 | 21,691 | 867,206 | 851,740 | Sep 05, 2023, 04:33 PM |
Jones Jeffrey J II | President & CEO | Aug 16, 2023 | Sale | $38.00 | 91,192 | 3,465,296 | 812,150 | Aug 16, 2023, 08:31 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 19, 2023 | Option Exercise | $33.61 | 11,939 | 401,270 | 34,267 | Jul 21, 2023, 04:32 PM |
Jones Jeffrey J II | President & CEO | Jul 19, 2023 | Option Exercise | $33.61 | 262,606 | 8,826,188 | 903,342 | Jul 21, 2023, 04:32 PM |
Bowen Tony G | Chief Financial Officer | Jul 19, 2023 | Option Exercise | $33.61 | 61,551 | 2,068,729 | 162,583 | Jul 21, 2023, 04:31 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 07, 2023 | Option Exercise | $31.10 | 6 | 187 | 19,853 | Jul 10, 2023, 04:34 PM |
Jones Jeffrey J II | President & CEO | Jul 07, 2023 | Option Exercise | $31.10 | 123 | 3,825 | 586,245 | Jul 10, 2023, 04:34 PM |
Bowen Tony G | Chief Financial Officer | Jul 07, 2023 | Option Exercise | $31.10 | 29 | 902 | 87,110 | Jul 10, 2023, 04:34 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jun 30, 2023 | Option Exercise | $31.87 | 617 | 19,664 | 19,798 | Jul 03, 2023, 04:31 PM |
Jones Jeffrey J II | President & CEO | Jun 30, 2023 | Option Exercise | $31.87 | 13,053 | 415,999 | 583,475 | Jul 03, 2023, 04:31 PM |
Bowen Tony G | Chief Financial Officer | Jun 30, 2023 | Option Exercise | $31.87 | 3,060 | 97,522 | 86,781 | Jul 03, 2023, 04:31 PM |
Johnson Richard A | Director | May 19, 2023 | Buy | $29.54 | 10,000 | 295,380 | 68,729 | May 23, 2023, 04:33 PM |
Gerard Robert A | Director | May 11, 2023 | Buy | $32.13 | 500 | 16,063 | 276,406 | May 11, 2023, 05:31 PM |
Redler Dara S | Chief Legal Officer | Feb 01, 2023 | Option Exercise | $39.46 | 3,327 | 131,283 | 25,287 | Feb 03, 2023, 04:31 PM |
Jones Jeffrey J II | President & CEO | Dec 14, 2022 | Sale | $42.07 | 66,000 | 2,776,620 | 591,977 | Dec 15, 2022, 05:31 PM |
Jones Jeffrey J II | President & CEO | Dec 13, 2022 | Sale | $42.11 | 18,009 | 758,424 | 657,977 | Dec 15, 2022, 05:31 PM |
Gerard Robert A | Director | Nov 03, 2022 | Buy | $37.89 | 500 | 18,946 | 262,227 | Nov 07, 2022, 04:30 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Sep 07, 2022 | Sale | $45.00 | 50,000 | 2,250,000 | 89,733 | Sep 09, 2022, 04:32 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Aug 31, 2022 | Option Exercise | $45.00 | 3,248 | 146,160 | 136,622 | Sep 02, 2022, 04:33 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Aug 31, 2022 | Option Exercise | $45.00 | 610 | 27,450 | 20,281 | Sep 02, 2022, 04:33 PM |
Jones Jeffrey J II | President & CEO | Aug 31, 2022 | Option Exercise | $45.00 | 13,861 | 623,745 | 674,009 | Sep 02, 2022, 04:32 PM |
Bowen Tony G | Chief Financial Officer | Aug 31, 2022 | Option Exercise | $45.00 | 3,986 | 179,370 | 89,031 | Sep 02, 2022, 04:32 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Aug 18, 2022 | Sale | $48.76 | 6,500 | 316,972 | 18,791 | Aug 19, 2022, 04:32 PM |
Bowen Tony G | Chief Financial Officer | Aug 18, 2022 | Sale | $48.35 | 64,741 | 3,130,098 | 79,794 | Aug 19, 2022, 04:32 PM |
Wood Christianna | Director | Aug 16, 2022 | Sale | $46.96 | 7,392 | 347,129 | 0 | Aug 18, 2022, 04:41 PM |
Wood Christianna | Director | Aug 16, 2022 | Sale | $46.96 | 5,188 | 243,629 | 0 | Aug 18, 2022, 04:41 PM |
Bowen Tony G | Chief Financial Officer | Aug 12, 2022 | Option Exercise | $35.32 | 23,575 | 832,669 | 144,535 | Aug 15, 2022, 05:11 PM |
Jones Jeffrey J II | President & CEO | Aug 12, 2022 | Option Exercise | $35.32 | 100,881 | 3,563,117 | 639,647 | Aug 15, 2022, 05:11 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Aug 12, 2022 | Option Exercise | $35.32 | 4,537 | 160,247 | 25,291 | Aug 15, 2022, 05:09 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Aug 12, 2022 | Option Exercise | $35.32 | 20,000 | 706,400 | 129,758 | Aug 15, 2022, 05:09 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Jul 01, 2022 | Option Exercise | $36.77 | 30 | 1,103 | 105,560 | Jul 06, 2022, 12:54 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 01, 2022 | Option Exercise | $36.77 | 8 | 294 | 19,780 | Jul 06, 2022, 12:54 PM |
Jones Jeffrey J II | President & CEO | Jul 01, 2022 | Option Exercise | $36.77 | 146 | 5,368 | 519,542 | Jul 06, 2022, 12:54 PM |
Bowen Tony G | Chief Financial Officer | Jul 01, 2022 | Option Exercise | $36.77 | 35 | 1,287 | 115,873 | Jul 06, 2022, 12:53 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Jun 30, 2022 | Option Exercise | $35.32 | 3,840 | 135,629 | 105,322 | Jul 01, 2022, 11:55 AM |
Logerwell Kellie J | VP & Chief Acct Officer | Jun 30, 2022 | Option Exercise | $35.32 | 875 | 30,905 | 19,731 | Jul 01, 2022, 11:55 AM |
Jones Jeffrey J II | President & CEO | Jun 30, 2022 | Option Exercise | $35.32 | 19,351 | 683,477 | 517,235 | Jul 01, 2022, 11:55 AM |
Bowen Tony G | Chief Financial Officer | Jun 30, 2022 | Option Exercise | $35.32 | 4,523 | 159,752 | 115,583 | Jul 01, 2022, 11:54 AM |
Gerard Robert A | Director | Nov 04, 2021 | Buy | $25.14 | 5,000 | 125,695 | 252,883 | Nov 08, 2021, 04:23 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 31, 2021 | Sale | $25.83 | 20,000 | 516,520 | 85,482 | Sep 01, 2021, 04:57 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 30, 2021 | Sale | $25.75 | 15,000 | 386,280 | 87,970 | Aug 31, 2021, 04:32 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 27, 2021 | Sale | $25.61 | 20,000 | 512,300 | 102,970 | Aug 31, 2021, 04:32 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 25, 2021 | Option Exercise | $17.00 | 13,098 | 222,666 | 146,632 | Aug 27, 2021, 04:34 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 25, 2021 | Sale | $25.55 | 23,662 | 604,645 | 136,068 | Aug 27, 2021, 04:34 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 19, 2021 | Option Exercise | $17.00 | 560 | 9,520 | 134,094 | Aug 23, 2021, 04:32 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 19, 2021 | Sale | $25.73 | 560 | 14,411 | 133,534 | Aug 23, 2021, 04:32 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 17, 2021 | Option Exercise | $17.00 | 32,881 | 558,977 | 166,415 | Aug 19, 2021, 04:34 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 18, 2021 | Option Exercise | $17.00 | 11,342 | 192,814 | 144,876 | Aug 19, 2021, 04:34 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 17, 2021 | Sale | $25.70 | 32,881 | 845,075 | 133,534 | Aug 19, 2021, 04:34 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 18, 2021 | Sale | $25.65 | 11,342 | 290,934 | 133,534 | Aug 19, 2021, 04:34 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 16, 2021 | Option Exercise | $17.00 | 17,119 | 291,023 | 150,653 | Aug 17, 2021, 04:45 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 13, 2021 | Option Exercise | $17.00 | 29,734 | 505,478 | 163,268 | Aug 17, 2021, 04:45 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 16, 2021 | Sale | $25.73 | 17,119 | 440,386 | 133,534 | Aug 17, 2021, 04:45 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 13, 2021 | Sale | $25.65 | 29,734 | 762,633 | 133,534 | Aug 17, 2021, 04:45 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 16, 2021 | Option Exercise | $23.48 | 17,402 | 408,599 | 133,534 | Jul 19, 2021, 04:34 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Jul 16, 2021 | Option Exercise | $23.48 | 14,366 | 337,314 | 87,348 | Jul 19, 2021, 04:34 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 16, 2021 | Option Exercise | $23.48 | 4,045 | 94,977 | 16,230 | Jul 19, 2021, 04:34 PM |
Jones Jeffrey J II | President & CEO | Jul 16, 2021 | Option Exercise | $23.48 | 86,997 | 2,042,690 | 438,773 | Jul 19, 2021, 04:33 PM |
Bowen Tony G | Chief Financial Officer | Jul 16, 2021 | Option Exercise | $23.48 | 15,819 | 371,430 | 93,280 | Jul 19, 2021, 04:33 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 02, 2021 | Option Exercise | $23.78 | 63 | 1,498 | 111,702 | Jul 06, 2021, 04:27 PM |
Bowen Tony G | Chief Financial Officer | Jul 02, 2021 | Option Exercise | $23.78 | 68 | 1,617 | 73,432 | Jul 06, 2021, 04:26 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Jul 02, 2021 | Option Exercise | $23.78 | 40 | 951 | 69,614 | Jul 06, 2021, 04:26 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 02, 2021 | Option Exercise | $23.78 | 10 | 238 | 11,356 | Jul 06, 2021, 04:26 PM |
Jones Jeffrey J II | President & CEO | Jul 02, 2021 | Option Exercise | $23.78 | 299 | 7,110 | 329,613 | Jul 06, 2021, 04:26 PM |
Orosco Karen A | Pres., Global Consumer Tax & S | Jun 30, 2021 | Option Exercise | $23.48 | 5,175 | 121,509 | 69,376 | Jul 01, 2021, 04:37 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jun 30, 2021 | Option Exercise | $23.48 | 1,260 | 29,585 | 11,298 | Jul 01, 2021, 04:37 PM |
Jones Jeffrey J II | President & CEO | Jun 30, 2021 | Option Exercise | $23.48 | 26,788 | 628,982 | 326,755 | Jul 01, 2021, 04:36 PM |
Bowen Tony G | Chief Financial Officer | Jun 30, 2021 | Option Exercise | $23.48 | 5,962 | 139,988 | 73,174 | Jul 01, 2021, 04:36 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jun 30, 2021 | Option Exercise | $23.48 | 5,475 | 128,553 | 111,479 | Jul 01, 2021, 04:36 PM |
Jones Jeffrey J II | President & CEO | Dec 21, 2020 | Buy | $15.05 | 3,310 | 49,812 | 346,097 | Dec 22, 2020, 04:33 PM |
Gerard Robert A | Director | Sep 03, 2020 | Buy | $15.17 | 12,000 | 181,990 | 21,000 | Sep 08, 2020, 04:32 PM |
Jones Jeffrey J II | President & CEO | Sep 03, 2020 | Buy | $15.04 | 13,150 | 197,763 | 338,152 | Sep 08, 2020, 04:32 PM |
Jones Jeffrey J II | President & CEO | Aug 21, 2020 | Option Exercise | $14.62 | 2,428 | 35,497 | 325,002 | Aug 24, 2020, 04:32 PM |
Jones Jeffrey J II | President & CEO | Jul 28, 2020 | Option Exercise | $14.28 | 8,708 | 124,350 | 327,430 | Jul 29, 2020, 04:50 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 28, 2020 | Option Exercise | $14.28 | 5,739 | 81,953 | 115,860 | Jul 29, 2020, 04:50 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 28, 2020 | Option Exercise | $14.28 | 470 | 6,712 | 12,309 | Jul 29, 2020, 04:48 PM |
Orosco Karen A | SVP, U.S. Retail | Jul 28, 2020 | Option Exercise | $14.28 | 1,740 | 24,847 | 73,490 | Jul 29, 2020, 04:48 PM |
Bowen Tony G | Chief Financial Officer | Jul 28, 2020 | Option Exercise | $14.28 | 2,200 | 31,416 | 77,892 | Jul 29, 2020, 04:37 PM |
Jones Jeffrey J II | President & CEO | Jul 02, 2020 | Option Exercise | $14.00 | 226 | 3,164 | 317,236 | Jul 09, 2020, 06:27 PM |
Orosco Karen A | SVP, U.S. Retail | Jul 02, 2020 | Option Exercise | $14.00 | 43 | 602 | 71,412 | Jul 09, 2020, 06:26 PM |
Bowen Tony G | Chief Financial Officer | Jul 02, 2020 | Option Exercise | $14.00 | 52 | 728 | 75,319 | Jul 09, 2020, 06:24 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 02, 2020 | Option Exercise | $14.00 | 14 | 196 | 11,585 | Jul 06, 2020, 05:01 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 02, 2020 | Option Exercise | $14.00 | 74 | 1,036 | 109,668 | Jul 06, 2020, 05:01 PM |
Orosco Karen A | SVP, U.S. Retail | Jun 30, 2020 | Option Exercise | $14.28 | 3,545 | 50,623 | 71,170 | Jul 01, 2020, 09:34 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jun 30, 2020 | Option Exercise | $14.28 | 965 | 13,780 | 11,523 | Jul 01, 2020, 09:34 PM |
Jones Jeffrey J II | President & CEO | Jun 30, 2020 | Option Exercise | $14.28 | 18,969 | 270,877 | 313,323 | Jul 01, 2020, 09:34 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jun 30, 2020 | Option Exercise | $14.28 | 6,058 | 86,508 | 109,359 | Jul 01, 2020, 09:34 PM |
Bowen Tony G | Chief Financial Officer | Jun 30, 2020 | Option Exercise | $14.28 | 4,191 | 59,847 | 75,040 | Jul 01, 2020, 09:33 PM |
Jones Jeffrey J II | President & CEO | Aug 21, 2019 | Option Exercise | $27.05 | 2,166 | 58,590 | 246,822 | Aug 23, 2019, 04:32 PM |
Orosco Karen A | SVP, U.S. Retail | Jul 19, 2019 | Option Exercise | $29.30 | 9,583 | 280,782 | 58,730 | Jul 22, 2019, 04:44 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 19, 2019 | Option Exercise | $29.30 | 3,087 | 90,449 | 8,836 | Jul 22, 2019, 04:44 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 19, 2019 | Option Exercise | $29.30 | 17,567 | 514,713 | 99,234 | Jul 22, 2019, 04:44 PM |
Bowen Tony G | Chief Financial Officer | Jul 19, 2019 | Option Exercise | $29.30 | 14,373 | 421,129 | 60,351 | Jul 22, 2019, 04:43 PM |
Orosco Karen A | SVP, U.S. Retail | Jul 02, 2019 | Option Exercise | $28.96 | 19 | 550 | 47,369 | Jul 03, 2019, 04:21 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 02, 2019 | Option Exercise | $28.96 | 6 | 174 | 7,941 | Jul 03, 2019, 04:21 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 02, 2019 | Sale | $28.68 | 3,000 | 86,040 | 4,941 | Jul 03, 2019, 04:21 PM |
Jones Jeffrey J II | President & CEO | Jul 02, 2019 | Option Exercise | $28.96 | 107 | 3,099 | 248,988 | Jul 03, 2019, 04:21 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 02, 2019 | Option Exercise | $28.96 | 36 | 1,043 | 78,405 | Jul 03, 2019, 04:21 PM |
Bowen Tony G | Chief Financial Officer | Jul 02, 2019 | Option Exercise | $28.96 | 25 | 724 | 43,310 | Jul 03, 2019, 04:21 PM |
Bowen Tony G | Chief Financial Officer | Jun 28, 2019 | Option Exercise | $29.30 | 3,707 | 108,615 | 33,422 | Jul 01, 2019, 04:49 PM |
Jones Jeffrey J II | President & CEO | Jun 28, 2019 | Option Exercise | $29.30 | 11,757 | 344,480 | 207,100 | Jul 01, 2019, 04:49 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jun 28, 2019 | Option Exercise | $29.30 | 5,709 | 167,274 | 69,739 | Jul 01, 2019, 04:48 PM |
Orosco Karen A | SVP, U.S. Retail | Jun 28, 2019 | Option Exercise | $29.30 | 2,927 | 85,761 | 38,987 | Jul 01, 2019, 04:48 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jun 28, 2019 | Option Exercise | $29.30 | 862 | 25,257 | 5,950 | Jul 01, 2019, 04:46 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 31, 2018 | Option Exercise | $27.33 | 10,976 | 299,974 | 74,743 | Aug 31, 2018, 04:37 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 31, 2018 | Option Exercise | $17.00 | 17,646 | 299,982 | 85,719 | Aug 31, 2018, 04:37 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Aug 30, 2018 | Sale | $26.54 | 70,000 | 1,857,800 | 68,073 | Aug 31, 2018, 04:37 PM |
Jones Jeffrey J II | President & CEO | Aug 21, 2018 | Option Exercise | $26.73 | 2,014 | 53,834 | 212,793 | Aug 23, 2018, 04:32 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 20, 2018 | Option Exercise | $22.78 | 6,109 | 139,163 | 138,073 | Jul 23, 2018, 04:33 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 20, 2018 | Option Exercise | $22.78 | 577 | 13,144 | 6,697 | Jul 23, 2018, 04:33 PM |
Orosco Karen A | SVP, U.S. Retail | Jul 20, 2018 | Option Exercise | $22.78 | 1,177 | 26,812 | 41,527 | Jul 23, 2018, 04:32 PM |
Bowen Tony G | Chief Financial Officer | Jul 20, 2018 | Option Exercise | $22.78 | 935 | 21,299 | 36,664 | Jul 23, 2018, 04:32 PM |
Orosco Karen A | SVP, U.S. Retail | Jul 03, 2018 | Option Exercise | $23.28 | 16 | 372 | 40,143 | Jul 05, 2018, 04:39 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 03, 2018 | Option Exercise | $23.28 | 6 | 140 | 5,957 | Jul 05, 2018, 04:39 PM |
Jones Jeffrey J II | President & CEO | Jul 03, 2018 | Option Exercise | $23.28 | 43 | 1,001 | 214,807 | Jul 05, 2018, 04:39 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 03, 2018 | Option Exercise | $23.28 | 57 | 1,327 | 131,003 | Jul 05, 2018, 04:39 PM |
Bowen Tony G | Chief Financial Officer | Jul 03, 2018 | Option Exercise | $23.28 | 19 | 442 | 35,579 | Jul 05, 2018, 04:39 PM |
Bowen Tony G | Chief Financial Officer | Jun 29, 2018 | Option Exercise | $22.78 | 2,666 | 60,731 | 26,685 | Jul 03, 2018, 04:33 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jun 29, 2018 | Option Exercise | $22.78 | 5,352 | 121,919 | 121,133 | Jul 03, 2018, 04:33 PM |
Orosco Karen A | SVP, U.S. Retail | Jun 29, 2018 | Option Exercise | $22.78 | 2,145 | 48,863 | 32,153 | Jul 03, 2018, 04:33 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jun 29, 2018 | Option Exercise | $22.78 | 755 | 17,199 | 3,733 | Jul 03, 2018, 04:33 PM |
Jones Jeffrey J II | President & CEO - Designate | Jun 29, 2018 | Option Exercise | $22.78 | 4,070 | 92,715 | 164,808 | Jul 03, 2018, 12:00 AM |
Gerard Robert A | Director | Jun 22, 2018 | Buy | $23.18 | 1,000 | 23,180 | 9,000 | Jun 25, 2018, 04:32 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Dec 08, 2017 | Option Exercise | $27.22 | 2,553 | 69,493 | 126,111 | Dec 11, 2017, 04:33 PM |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | Jul 18, 2017 | Sale | $30.35 | 2,931 | 88,944 | 17,372 | Jul 19, 2017, 04:32 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 14, 2017 | Sale | $30.71 | 800 | 24,569 | 4,410 | Jul 17, 2017, 04:34 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 03, 2017 | Option Exercise | $31.04 | 6 | 186 | 5,209 | Jul 06, 2017, 06:31 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 03, 2017 | Option Exercise | $31.04 | 86 | 2,669 | 128,387 | Jul 06, 2017, 06:31 PM |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | Jul 03, 2017 | Option Exercise | $31.04 | 31 | 962 | 19,972 | Jul 06, 2017, 06:30 PM |
COBB WILLIAM C | President and CEO | Jul 03, 2017 | Option Exercise | $31.04 | 440 | 13,658 | 498,980 | Jul 06, 2017, 06:30 PM |
Bowen Tony G | Chief Financial Officer | Jul 03, 2017 | Option Exercise | $31.04 | 22 | 683 | 29,043 | Jul 06, 2017, 06:30 PM |
COBB WILLIAM C | President and CEO | Jun 30, 2017 | Option Exercise | $30.91 | 54,709 | 1,691,055 | 797,449 | Jul 05, 2017, 05:48 PM |
COBB WILLIAM C | President and CEO | Jun 30, 2017 | Option Exercise | $17.48 | 300,700 | 5,256,236 | 852,158 | Jul 05, 2017, 05:48 PM |
COBB WILLIAM C | President and CEO | Jun 30, 2017 | Sale | $31.11 | 300,700 | 9,355,559 | 496,749 | Jul 05, 2017, 05:48 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jun 30, 2017 | Option Exercise | $30.91 | 793 | 24,512 | 5,174 | Jul 05, 2017, 12:00 AM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jun 30, 2017 | Option Exercise | $30.91 | 10,575 | 326,873 | 128,121 | Jul 05, 2017, 12:00 AM |
Bowen Tony G | Chief Financial Officer | Jun 30, 2017 | Option Exercise | $30.91 | 3,357 | 103,765 | 28,925 | Jul 05, 2017, 12:00 AM |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | Jun 30, 2017 | Option Exercise | $30.91 | 5,222 | 161,412 | 19,842 | Jul 05, 2017, 12:00 AM |
COBB WILLIAM C | President and CEO | Jun 28, 2017 | Option Exercise | $17.48 | 198,765 | 3,474,412 | 750,223 | Jun 29, 2017, 06:02 PM |
COBB WILLIAM C | President and CEO | Jun 27, 2017 | Option Exercise | $18.20 | 188,975 | 3,439,353 | 740,433 | Jun 29, 2017, 06:02 PM |
COBB WILLIAM C | President and CEO | Jun 28, 2017 | Sale | $30.96 | 198,765 | 6,154,579 | 551,458 | Jun 29, 2017, 06:02 PM |
COBB WILLIAM C | President and CEO | Jun 27, 2017 | Sale | $31.43 | 188,975 | 5,939,446 | 551,458 | Jun 29, 2017, 06:02 PM |
WRIGHT JAMES F | Director | Jun 28, 2017 | Sale | $30.67 | 10,000 | 306,690 | 40,676 | Jun 29, 2017, 06:01 PM |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | Jun 20, 2017 | Sale | $30.36 | 7,000 | 212,526 | 20,534 | Jun 22, 2017, 06:11 PM |
COBB WILLIAM C | President and CEO | Jun 20, 2017 | Option Exercise | $19.14 | 500,000 | 9,570,000 | 1,301,458 | Jun 22, 2017, 06:11 PM |
COBB WILLIAM C | President and CEO | Jun 21, 2017 | Sale | $30.84 | 250,000 | 7,709,075 | 551,458 | Jun 22, 2017, 06:11 PM |
COBB WILLIAM C | President and CEO | Jun 20, 2017 | Sale | $30.18 | 500,000 | 15,090,000 | 801,458 | Jun 22, 2017, 06:11 PM |
LEWIS DAVID B | Director | Jun 19, 2017 | Option Exercise | $23.37 | 8,000 | 186,960 | 82,083 | Jun 20, 2017, 04:32 PM |
LEWIS DAVID B | Director | Jun 19, 2017 | Sale | $30.01 | 8,000 | 240,080 | 74,083 | Jun 20, 2017, 04:32 PM |
SEIP TOM D | Director | Jun 15, 2017 | Option Exercise | $23.37 | 8,000 | 186,960 | 91,071 | Jun 19, 2017, 04:32 PM |
SEIP TOM D | Director | Jun 15, 2017 | Sale | $29.84 | 6,300 | 187,979 | 84,771 | Jun 19, 2017, 04:32 PM |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Dec 09, 2016 | Option Exercise | $22.95 | 1,728 | 39,658 | 120,260 | Dec 12, 2016, 04:33 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Dec 09, 2016 | Option Exercise | $22.95 | 1,728 | 39,658 | 108,502 | Dec 12, 2016, 04:32 PM |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Sep 01, 2016 | Buy | $21.65 | 4,618 | 99,999 | 121,707 | Sep 06, 2016, 04:36 PM |
Logerwell Kellie J | VP & Chief Acct Officer | Jul 01, 2016 | Option Exercise | $23.38 | 2 | 47 | 2,581 | Jul 06, 2016, 05:57 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jul 01, 2016 | Option Exercise | $23.38 | 48 | 1,122 | 98,473 | Jul 06, 2016, 05:29 PM |
Bowen Tony G | Chief Financial Officer | Jul 01, 2016 | Option Exercise | $23.38 | 12 | 281 | 15,002 | Jul 06, 2016, 05:29 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jul 01, 2016 | Option Exercise | $23.38 | 82 | 1,917 | 100,763 | Jul 06, 2016, 05:29 PM |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Jul 01, 2016 | Option Exercise | $23.38 | 82 | 1,917 | 107,051 | Jul 06, 2016, 05:28 PM |
Houseworth Jason | Chief Innovation Officer | Jul 01, 2016 | Option Exercise | $23.38 | 42 | 982 | 62,921 | Jul 06, 2016, 05:28 PM |
Collins Kathryn M | SVP, Chief Marketing Officer | Jul 01, 2016 | Option Exercise | $23.38 | 12 | 281 | 14,928 | Jul 06, 2016, 05:28 PM |
COBB WILLIAM C | President and CEO | Jul 01, 2016 | Option Exercise | $23.38 | 516 | 12,064 | 665,763 | Jul 06, 2016, 05:28 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 30, 2016 | Option Exercise | $23.00 | 4,060 | 93,380 | 114,453 | Jul 01, 2016, 04:56 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 30, 2016 | Option Exercise | $21.81 | 16,067 | 350,421 | 118,513 | Jul 01, 2016, 04:56 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 30, 2016 | Sale | $22.86 | 16,067 | 367,263 | 98,386 | Jul 01, 2016, 04:56 PM |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | Jun 30, 2016 | Option Exercise | $23.00 | 10,387 | 238,901 | 106,687 | Jul 01, 2016, 04:55 PM |
Houseworth Jason | Chief Innovation Officer | Jun 30, 2016 | Option Exercise | $23.00 | 5,565 | 127,995 | 62,759 | Jul 01, 2016, 04:55 PM |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | Jun 30, 2016 | Option Exercise | $23.00 | 10,254 | 235,842 | 100,408 | Jul 01, 2016, 04:55 PM |
Collins Kathryn M | SVP, Chief Marketing Officer | Jun 30, 2016 | Option Exercise | $23.00 | 2,000 | 46,000 | 14,851 | Jul 01, 2016, 04:55 PM |
COBB WILLIAM C | President and CEO | Jun 30, 2016 | Option Exercise | $23.00 | 60,803 | 1,398,469 | 663,547 | Jul 01, 2016, 04:54 PM |
Bowen Tony G | Chief Financial Officer | Jun 30, 2016 | Option Exercise | $23.00 | 1,809 | 41,607 | 14,939 | Jul 01, 2016, 04:54 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 27, 2016 | Option Exercise | $15.19 | 135,315 | 2,055,818 | 208,342 | Jun 29, 2016, 04:37 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 27, 2016 | Sale | $21.83 | 105,896 | 2,312,049 | 102,446 | Jun 29, 2016, 04:37 PM |
Gerard Robert A | Director | Jun 16, 2016 | Buy | $23.33 | 2,000 | 46,652 | 8,000 | Jun 16, 2016, 04:30 PM |
Brown Paul J | Director | Jun 13, 2016 | Buy | $23.97 | 2,500 | 59,913 | 5,700 | Jun 14, 2016, 04:54 PM |
Macfarlane Gregory J | Chief Financial Officer | Dec 29, 2015 | Option Exercise | $15.35 | 255,320 | 3,919,162 | 360,050 | Dec 31, 2015, 05:17 PM |
Macfarlane Gregory J | Chief Financial Officer | Dec 29, 2015 | Sale | $33.51 | 265,778 | 8,905,158 | 94,272 | Dec 31, 2015, 05:17 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Dec 16, 2015 | Option Exercise | $12.59 | 50,000 | 629,500 | 113,600 | Dec 18, 2015, 04:22 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Dec 16, 2015 | Sale | $33.30 | 50,000 | 1,665,020 | 63,600 | Dec 18, 2015, 04:22 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Dec 11, 2015 | Option Exercise | $23.86 | 3,725 | 88,879 | 63,600 | Dec 14, 2015, 06:00 PM |
Houseworth Jason | President, US Tax Product Str | Dec 11, 2015 | Option Exercise | $16.10 | 58,362 | 939,569 | 99,568 | Dec 14, 2015, 06:00 PM |
Houseworth Jason | President, US Tax Product Str | Dec 10, 2015 | Sale | $33.14 | 750 | 24,855 | 1,250 | Dec 14, 2015, 06:00 PM |
Houseworth Jason | President, US Tax Product Str | Dec 11, 2015 | Sale | $32.31 | 42,647 | 1,378,125 | 56,921 | Dec 14, 2015, 06:00 PM |
Houseworth Jason | President, US Tax Product Str | Dec 10, 2015 | Sale | $32.98 | 19,978 | 658,958 | 41,206 | Dec 14, 2015, 06:00 PM |
Knight Delos (Kip) L III | President, U.S. Retail Ops | Dec 03, 2015 | Option Exercise | $36.68 | 1,276 | 46,804 | 24,510 | Dec 07, 2015, 11:42 AM |
WRIGHT JAMES F | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 32,263 | Sep 14, 2015, 03:57 PM |
Wood Christianna | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 55,542 | Sep 14, 2015, 03:56 PM |
SEIP TOM D | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 60,038 | Sep 14, 2015, 03:56 PM |
ROHDE BRUCE | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 44,753 | Sep 14, 2015, 03:56 PM |
REICH VICTORIA | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 32,263 | Sep 14, 2015, 03:56 PM |
LEWIS DAVID B | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 60,038 | Sep 14, 2015, 03:55 PM |
Johnson Richard A | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 4,155 | Sep 14, 2015, 03:55 PM |
Gerard Robert A | Director | Sep 10, 2015 | Option Exercise | $34.90 | 9,886 | 345,021 | 103,911 | Sep 14, 2015, 03:55 PM |
Brown Paul J | Director | Sep 10, 2015 | Option Exercise | $34.90 | 4,155 | 145,010 | 32,263 | Sep 14, 2015, 03:54 PM |
Macfarlane Gregory J | Chief Financial Officer | Jul 01, 2015 | Option Exercise | $29.76 | 216 | 6,428 | 94,844 | Jul 06, 2015, 02:00 PM |
GERKE THOMAS A | Chief Legal Officer | Jul 01, 2015 | Option Exercise | $29.76 | 216 | 6,428 | 77,992 | Jul 06, 2015, 02:00 PM |
COBB WILLIAM C | President and CEO | Jul 01, 2015 | Option Exercise | $29.76 | 1,289 | 38,361 | 619,455 | Jul 06, 2015, 01:59 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jul 01, 2015 | Option Exercise | $29.76 | 116 | 3,452 | 59,484 | Jul 06, 2015, 01:59 PM |
Houseworth Jason | President, US Tax Product Str | Jul 01, 2015 | Option Exercise | $29.76 | 145 | 4,315 | 61,125 | Jul 06, 2015, 01:59 PM |
COBB WILLIAM C | President and CEO | Jun 30, 2015 | Option Exercise | $29.65 | 220,394 | 6,534,682 | 616,974 | Jul 01, 2015, 02:51 PM |
Knight Delos (Kip) L III | President, U.S. Retail Ops | Jun 30, 2015 | Option Exercise | $29.65 | 1,128 | 33,445 | 24,902 | Jul 01, 2015, 02:51 PM |
Macfarlane Gregory J | Chief Financial Officer | Jun 30, 2015 | Option Exercise | $29.65 | 35,416 | 1,050,084 | 94,543 | Jul 01, 2015, 02:50 PM |
Houseworth Jason | President, Digital Product Mgt | Jun 30, 2015 | Option Exercise | $29.65 | 19,740 | 585,291 | 60,930 | Jul 01, 2015, 02:50 PM |
GERKE THOMAS A | Chief Legal Officer | Jun 30, 2015 | Option Exercise | $29.65 | 34,463 | 1,021,828 | 77,694 | Jul 01, 2015, 02:50 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 30, 2015 | Option Exercise | $29.65 | 15,324 | 454,357 | 59,337 | Jul 01, 2015, 02:49 PM |
LEWIS DAVID B | Director | Jun 30, 2015 | Option Exercise | $29.17 | 8,000 | 233,400 | 12,000 | Jul 01, 2015, 02:11 PM |
LEWIS DAVID B | Director | Jun 30, 2015 | Sale | $29.50 | 8,000 | 235,984 | 4,000 | Jul 01, 2015, 02:11 PM |
SEIP TOM D | Director | Jun 23, 2015 | Option Exercise | $29.17 | 8,000 | 233,400 | 20,451 | Jun 25, 2015, 02:02 PM |
SEIP TOM D | Director | Jun 23, 2015 | Sale | $31.30 | 7,463 | 233,592 | 12,988 | Jun 25, 2015, 02:02 PM |
Macfarlane Gregory J | Chief Financial Officer | Jun 04, 2015 | Option Exercise | $31.41 | 4,477 | 140,623 | 55,262 | Jun 05, 2015, 10:03 AM |
GERKE THOMAS A | Chief Legal Officer | Jan 30, 2015 | Option Exercise | $34.28 | 1,089 | 37,331 | 38,578 | Feb 03, 2015, 04:06 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jan 16, 2015 | Sale | $32.00 | 7,680 | 245,760 | 36,644 | Jan 20, 2015, 06:01 AM |
Knight Delos (Kip) L III | President, U.S. Retail Ops | Dec 03, 2014 | Option Exercise | $34.47 | 1,276 | 43,984 | 18,825 | Dec 04, 2014, 10:48 AM |
Houseworth Jason | President, Digital Product Mgt | Oct 01, 2014 | Option Exercise | $30.51 | 424 | 12,936 | 30,060 | Oct 02, 2014, 01:07 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Oct 01, 2014 | Option Exercise | $30.51 | 566 | 17,269 | 43,704 | Oct 02, 2014, 01:06 PM |
Wood Christianna | Director | Sep 11, 2014 | Option Exercise | $32.46 | 4,105 | 133,248 | 50,128 | Sep 12, 2014, 03:51 PM |
WRIGHT JAMES F | Director | Sep 11, 2014 | Option Exercise | $32.46 | 4,105 | 133,248 | 27,434 | Sep 12, 2014, 03:10 PM |
SEIP TOM D | Director | Sep 11, 2014 | Option Exercise | $32.46 | 4,105 | 133,248 | 54,511 | Sep 12, 2014, 03:09 PM |
ROHDE BRUCE | Director | Sep 11, 2014 | Option Exercise | $32.46 | 4,105 | 133,248 | 39,610 | Sep 12, 2014, 03:09 PM |
REICH VICTORIA | Director | Sep 11, 2014 | Option Exercise | $32.46 | 4,105 | 133,248 | 27,434 | Sep 12, 2014, 03:09 PM |
LEWIS DAVID B | Director | Sep 11, 2014 | Option Exercise | $32.46 | 4,105 | 133,248 | 54,511 | Sep 12, 2014, 03:08 PM |
Gerard Robert A | Director | Sep 11, 2014 | Option Exercise | $32.46 | 10,186 | 330,638 | 91,743 | Sep 12, 2014, 03:08 PM |
Brown Paul J | Director | Sep 11, 2014 | Option Exercise | $32.46 | 4,105 | 133,248 | 27,434 | Sep 12, 2014, 03:07 PM |
Houseworth Jason | President, Digital Product Mgt | Aug 01, 2014 | Option Exercise | $32.01 | 246 | 7,874 | 30,484 | Aug 04, 2014, 10:37 AM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jul 25, 2014 | Sale | $32.52 | 5,000 | 162,600 | 44,270 | Jul 28, 2014, 02:59 PM |
Houseworth Jason | President, Digital Product Mgt | Jul 01, 2014 | Option Exercise | $32.90 | 18 | 592 | 30,730 | Jul 02, 2014, 03:49 PM |
Houseworth Jason | President, Digital Product Mgt | Jun 30, 2014 | Option Exercise | $33.52 | 4,632 | 155,265 | 30,675 | Jul 02, 2014, 03:49 PM |
COBB WILLIAM C | President and CEO | Jul 01, 2014 | Option Exercise | $32.90 | 362 | 11,910 | 397,529 | Jul 02, 2014, 03:02 PM |
COBB WILLIAM C | President and CEO | Jun 30, 2014 | Option Exercise | $33.52 | 86,386 | 2,895,659 | 396,467 | Jul 02, 2014, 03:02 PM |
Macfarlane Gregory J | Chief Financial Officer | Jun 30, 2014 | Option Exercise | $33.52 | 3,499 | 117,286 | 59,480 | Jul 02, 2014, 03:02 PM |
Knight Delos (Kip) L III | President, U.S. Retail Ops | Jun 30, 2014 | Option Exercise | $33.52 | 422 | 14,145 | 19,018 | Jul 02, 2014, 03:01 PM |
GERKE THOMAS A | Chief Legal Officer | Jun 30, 2014 | Option Exercise | $33.52 | 11,744 | 393,659 | 38,914 | Jul 02, 2014, 03:01 PM |
GERKE THOMAS A | Chief Legal Officer | Jul 01, 2014 | Option Exercise | $32.90 | 57 | 1,875 | 39,018 | Jul 02, 2014, 03:01 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jul 01, 2014 | Option Exercise | $32.90 | 29 | 954 | 48,930 | Jul 02, 2014, 03:00 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 30, 2014 | Option Exercise | $33.52 | 6,436 | 215,735 | 48,859 | Jul 02, 2014, 03:00 PM |
SEIP TOM D | Director | Jun 12, 2014 | Option Exercise | $32.36 | 5,932 | 191,960 | 12,451 | Jun 13, 2014, 12:42 PM |
SEIP TOM D | Director | Jun 12, 2014 | Option Exercise | $23.84 | 8,000 | 190,720 | 18,383 | Jun 13, 2014, 12:42 PM |
Macfarlane Gregory J | Chief Financial Officer | Jun 04, 2014 | Option Exercise | $29.84 | 4,476 | 133,564 | 56,266 | Jun 06, 2014, 01:05 PM |
GERKE THOMAS A | Chief Legal Officer | Jan 31, 2014 | Option Exercise | $30.40 | 1,073 | 32,619 | 25,852 | Feb 03, 2014, 10:07 AM |
COBB WILLIAM C | President and CEO | Dec 24, 2013 | Option Exercise | $28.74 | 21,003 | 603,626 | 329,978 | Dec 26, 2013, 11:16 AM |
Knight Delos (Kip) L III | President, U.S. Retail Ops | Dec 03, 2013 | Option Exercise | $28.47 | 1,442 | 41,054 | 13,424 | Dec 04, 2013, 10:48 AM |
Brown Jeffrey | Chief Accounting and Risk Offi | Oct 01, 2013 | Option Exercise | $27.86 | 546 | 15,212 | 39,302 | Oct 03, 2013, 04:21 PM |
Houseworth Jason | President, Digital Product Mgt | Oct 01, 2013 | Option Exercise | $27.86 | 376 | 10,475 | 22,875 | Oct 03, 2013, 04:21 PM |
WRIGHT JAMES F | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 22,753 | Sep 16, 2013, 03:09 PM |
Wood Christianna | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 44,854 | Sep 16, 2013, 03:09 PM |
SEIP TOM D | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 49,123 | Sep 16, 2013, 03:09 PM |
ROHDE BRUCE | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 34,611 | Sep 16, 2013, 03:09 PM |
REICH VICTORIA | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 22,753 | Sep 16, 2013, 03:09 PM |
LEWIS DAVID B | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 49,123 | Sep 16, 2013, 03:09 PM |
Gerard Robert A | Director | Sep 12, 2013 | Option Exercise | $27.05 | 12,222 | 330,605 | 79,508 | Sep 16, 2013, 03:09 PM |
Ellison Marvin R | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 22,753 | Sep 16, 2013, 03:09 PM |
Brown Paul J | Director | Sep 12, 2013 | Option Exercise | $27.05 | 4,926 | 133,248 | 22,753 | Sep 16, 2013, 03:09 PM |
Houseworth Jason | President, Digital Product Mgt | Aug 01, 2013 | Option Exercise | $31.99 | 246 | 7,870 | 23,225 | Aug 02, 2013, 03:05 PM |
Macfarlane Gregory J | Chief Financial Officer | Jun 28, 2013 | Option Exercise | $27.75 | 1,613 | 44,761 | 53,381 | Jul 02, 2013, 12:35 PM |
Houseworth Jason | President, Digital Product Mgt | Jun 28, 2013 | Option Exercise | $27.75 | 1,504 | 41,736 | 19,867 | Jul 02, 2013, 12:35 PM |
GERKE THOMAS A | Chief Legal Officer | Jun 28, 2013 | Option Exercise | $27.75 | 1,613 | 44,761 | 19,613 | Jul 02, 2013, 12:35 PM |
Ehrlich Susan | President, Financial Services | Jun 28, 2013 | Option Exercise | $27.75 | 1,075 | 29,831 | 13,790 | Jul 02, 2013, 12:35 PM |
COBB WILLIAM C | President and CEO | Jun 28, 2013 | Option Exercise | $27.75 | 21,454 | 595,349 | 317,481 | Jul 02, 2013, 12:34 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Jun 28, 2013 | Option Exercise | $27.75 | 1,574 | 43,679 | 36,534 | Jul 02, 2013, 12:34 PM |
SEIP TOM D | Director | Jun 14, 2013 | Option Exercise | $21.63 | 8,000 | 173,000 | 16,437 | Jun 17, 2013, 03:40 PM |
SEIP TOM D | Director | Jun 14, 2013 | Sale | $28.61 | 6,054 | 173,235 | 10,383 | Jun 17, 2013, 03:40 PM |
Macfarlane Gregory J | Chief Financial Officer | Jun 04, 2013 | Option Exercise | $28.80 | 4,476 | 128,909 | 54,994 | Jun 06, 2013, 12:19 PM |
Houseworth Jason | President, U.S. Tax Services | Mar 01, 2013 | Option Exercise | $24.78 | 1,275 | 31,595 | 21,246 | Mar 04, 2013, 03:16 PM |
GERKE THOMAS A | Chief Legal Officer | Feb 01, 2013 | Option Exercise | $22.86 | 1,089 | 24,895 | 21,226 | Feb 04, 2013, 04:30 PM |
COBB WILLIAM C | President and CEO | Dec 24, 2012 | Option Exercise | $18.61 | 18,644 | 346,965 | 226,204 | Dec 26, 2012, 02:07 PM |
Ehrlich Susan | President, Financial Services | Nov 30, 2012 | Option Exercise | $18.03 | 625 | 11,269 | 14,865 | Dec 03, 2012, 02:22 PM |
Brown Jeffrey | Chief Accounting and Risk Offi | Oct 01, 2012 | Option Exercise | $17.64 | 532 | 9,384 | 37,436 | Oct 02, 2012, 04:14 PM |
Houseworth Jason | President, U.S. Tax Services | Oct 01, 2012 | Option Exercise | $17.64 | 366 | 6,456 | 22,521 | Oct 02, 2012, 04:13 PM |
WRIGHT JAMES F | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 17,203 | Sep 17, 2012, 02:49 PM |
Wood Christianna | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 38,531 | Sep 17, 2012, 02:49 PM |
SEIP TOM D | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 42,651 | Sep 17, 2012, 02:49 PM |
ROHDE BRUCE | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 28,647 | Sep 17, 2012, 02:49 PM |
REICH VICTORIA | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 17,203 | Sep 17, 2012, 02:49 PM |
LEWIS DAVID B | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 42,651 | Sep 17, 2012, 02:49 PM |
Gerard Robert A | Director | Sep 13, 2012 | Option Exercise | $16.47 | 14,880 | 245,074 | 64,933 | Sep 17, 2012, 02:49 PM |
Ellison Marvin R | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 17,203 | Sep 17, 2012, 02:49 PM |
Brown Paul J | Director | Sep 13, 2012 | Option Exercise | $16.47 | 7,592 | 125,040 | 17,203 | Sep 17, 2012, 02:48 PM |
Houseworth Jason | President, U.S. Tax Services | Aug 02, 2012 | Option Exercise | $15.60 | 1,163 | 18,143 | 22,774 | Aug 03, 2012, 02:59 PM |
Houseworth Jason | President, U.S. Tax Services | Aug 01, 2012 | Option Exercise | $16.00 | 239 | 3,824 | 23,937 | Aug 03, 2012, 02:59 PM |
Houseworth Jason | President, U.S. Tax Services | Jul 17, 2012 | Option Exercise | $12.59 | 3,787 | 47,678 | 32,257 | Jul 18, 2012, 05:23 PM |
Houseworth Jason | President, U.S. Tax Services | Jul 17, 2012 | Sale | $16.54 | 8,081 | 133,677 | 24,176 | Jul 18, 2012, 05:23 PM |
Macfarlane Gregory J | Chief Financial Officer | Jul 09, 2012 | Buy | $16.05 | 6,300 | 101,119 | 59,470 | Jul 10, 2012, 04:53 PM |
Brown Paul J | Director | Jul 02, 2012 | Buy | $16.01 | 1,200 | 19,208 | 3,200 | Jul 03, 2012, 05:32 PM |
Brown Jeffrey | SVP and CFO | Jul 02, 2012 | Option Exercise | $15.99 | 498 | 7,963 | 37,295 | Jul 03, 2012, 05:32 PM |
Brown Jeffrey | SVP and CFO | Jun 29, 2012 | Option Exercise | $15.98 | 696 | 11,122 | 37,793 | Jul 03, 2012, 05:32 PM |
Houseworth Jason | President, U.S. Tax Services | Jun 29, 2012 | Option Exercise | $15.98 | 417 | 6,664 | 28,834 | Jul 03, 2012, 05:32 PM |
Houseworth Jason | President, U.S. Tax Services | Jul 02, 2012 | Option Exercise | $15.99 | 364 | 5,820 | 28,470 | Jul 03, 2012, 05:32 PM |
COBB WILLIAM C | President and CEO | Jun 29, 2012 | Option Exercise | $15.98 | 6,257 | 99,987 | 244,848 | Jul 03, 2012, 05:32 PM |
COBB WILLIAM C | President and CEO | Dec 23, 2011 | Option Exercise | $16.08 | 18,205 | 292,736 | 166,625 | Dec 28, 2011, 11:26 AM |
WRIGHT JAMES F | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 9,266 | Oct 05, 2011, 04:18 PM |
Wood Christianna | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 29,596 | Oct 05, 2011, 04:18 PM |
SEIP TOM D | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 33,522 | Oct 05, 2011, 04:18 PM |
ROHDE BRUCE | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 20,174 | Oct 05, 2011, 04:18 PM |
REICH VICTORIA | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 9,266 | Oct 05, 2011, 04:18 PM |
LEWIS DAVID B | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 33,522 | Oct 05, 2011, 04:18 PM |
Gerard Robert A | Director | Oct 03, 2011 | Option Exercise | $13.49 | 23,721 | 319,996 | 47,977 | Oct 05, 2011, 04:18 PM |
Ellison Marvin R | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 9,266 | Oct 05, 2011, 04:18 PM |
Brown Paul J | Director | Oct 03, 2011 | Option Exercise | $13.49 | 9,266 | 124,998 | 9,266 | Oct 05, 2011, 04:18 PM |
Brown Jeffrey | SVP and CFO | Sep 30, 2011 | Option Exercise | $13.31 | 626 | 8,332 | 29,896 | Oct 04, 2011, 02:11 PM |
Agar Richard K | SVP and CIO | Sep 30, 2011 | Option Exercise | $13.31 | 399 | 5,311 | 48,150 | Oct 04, 2011, 02:11 PM |
Mazzini Phil | President, Retail Tax | Sep 30, 2011 | Option Exercise | $13.31 | 578 | 7,693 | 26,307 | Oct 04, 2011, 02:11 PM |
Brown Colby R | VP and Corporate Controller | Sep 30, 2011 | Option Exercise | $13.31 | 332 | 4,419 | 9,248 | Oct 04, 2011, 02:11 PM |
REICH VICTORIA | Director | Sep 29, 2011 | Buy | $13.64 | 3,500 | 47,742 | 3,500 | Sep 30, 2011, 02:36 PM |
ROHDE BRUCE | Director | Sep 21, 2011 | Buy | $13.70 | 10,000 | 137,000 | 20,908 | Sep 23, 2011, 03:55 PM |
WRIGHT JAMES F | Director | Sep 16, 2011 | Buy | $14.18 | 10,000 | 141,800 | 10,000 | Sep 20, 2011, 03:29 PM |
Brown Paul J | Director | Sep 16, 2011 | Buy | $14.28 | 2,000 | 28,554 | 2,000 | Sep 20, 2011, 03:28 PM |
Gerard Robert A | Director | Sep 16, 2011 | Buy | $14.18 | 5,000 | 70,887 | 29,256 | Sep 20, 2011, 03:27 PM |
COBB WILLIAM C | President and CEO | Sep 14, 2011 | Buy | $13.40 | 10,000 | 134,047 | 15,000 | Sep 15, 2011, 05:29 PM |
Brown Jeffrey | SVP and CFO | Sep 06, 2011 | Buy | $13.13 | 5,000 | 65,649 | 30,522 | Sep 08, 2011, 04:03 PM |
Mazzini Phil | President, Retail Tax | Sep 02, 2011 | Option Exercise | $13.41 | 202 | 2,709 | 26,885 | Sep 07, 2011, 04:28 PM |
Brown Jeffrey | SVP and CFO | Jul 01, 2011 | Option Exercise | $16.31 | 803 | 13,097 | 24,721 | Jul 05, 2011, 05:03 PM |
Mazzini Phil | President, Retail Tax | Jul 01, 2011 | Option Exercise | $16.31 | 209 | 3,409 | 26,554 | Jul 05, 2011, 05:03 PM |
Agar Richard K | SVP and CIO | Jul 01, 2011 | Option Exercise | $17.29 | 7 | 121 | 48,549 | Jul 05, 2011, 05:03 PM |
Agar Richard K | SVP and CIO | Jun 29, 2011 | Option Exercise | $17.29 | 636 | 10,996 | 44,798 | Jul 01, 2011, 03:03 PM |
COBB WILLIAM C | Director | May 02, 2011 | Option Exercise | $17.48 | 128,720 | 2,250,026 | 139,228 | May 04, 2011, 04:41 PM |
Turtledove Robert J | SVP, Chief Marketing Officer | Oct 01, 2010 | Option Exercise | $12.59 | 3,575 | 45,009 | 14,420 | Oct 05, 2010, 03:36 PM |
Mazzini Phil | President, Retail Tax | Oct 01, 2010 | Option Exercise | $12.59 | 6,355 | 80,009 | 17,566 | Oct 05, 2010, 03:36 PM |
Mazzini Phil | President, Retail Tax | Oct 01, 2010 | Option Exercise | $12.59 | 6,355 | 80,009 | 17,566 | Oct 05, 2010, 03:36 PM |
Brown Jeffrey | SVP and CFO | Oct 01, 2010 | Option Exercise | $12.59 | 6,355 | 80,009 | 18,659 | Oct 05, 2010, 03:36 PM |
Brown Jeffrey | SVP and CFO | Oct 01, 2010 | Option Exercise | $12.59 | 94 | 1,183 | 18,565 | Oct 05, 2010, 03:36 PM |
Brown Colby R | VP and Corporate Controller | Oct 01, 2010 | Option Exercise | $12.59 | 3,970 | 49,982 | 3,970 | Oct 05, 2010, 03:36 PM |
COBB WILLIAM C | Director | Sep 13, 2010 | Buy | $12.83 | 5,000 | 64,150 | 5,000 | Sep 14, 2010, 04:58 PM |
BENNETT ALAN M | President and CEO | Sep 13, 2010 | Buy | $12.86 | 5,000 | 64,290 | 14,886 | Sep 14, 2010, 04:58 PM |
Turtledove Robert J | SVP, Chief Marketing Officer | Sep 01, 2010 | Option Exercise | $12.94 | 990 | 12,811 | 10,845 | Sep 03, 2010, 12:37 PM |
Wood Christianna | Director | Jul 21, 2010 | Buy | $14.82 | 4,525 | 67,060 | 7,392 | Jul 23, 2010, 04:08 PM |
Wood Christianna | Director | Jul 21, 2010 | Buy | $14.82 | 5,188 | 76,871 | 5,188 | Jul 23, 2010, 04:08 PM |
Owner | Relationship | Date | Value($) |
Jones Jeffrey J II | President & CEO | 02/23/2024 | 4,228,594 |
Redler Dara S | Chief Legal Officer | 02/01/2024 | 151,292 |
Bowen Tony G | Chief Financial Officer | 11/27/2023 | 2,208,510 |
Logerwell Kellie J | VP & Chief Acct Officer | 09/11/2023 | 316,845 |
Redler Dara S | Chief Legal Officer | 08/31/2023 | 45,657 |
Bowen Tony G | Chief Financial Officer | 08/31/2023 | 245,237 |
Logerwell Kellie J | VP & Chief Acct Officer | 08/31/2023 | 39,900 |
Jones Jeffrey J II | President & CEO | 08/31/2023 | 867,206 |
Jones Jeffrey J II | President & CEO | 08/16/2023 | 3,465,296 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/19/2023 | 401,270 |
Jones Jeffrey J II | President & CEO | 07/19/2023 | 8,826,188 |
Bowen Tony G | Chief Financial Officer | 07/19/2023 | 2,068,729 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/07/2023 | 187 |
Jones Jeffrey J II | President & CEO | 07/07/2023 | 3,825 |
Bowen Tony G | Chief Financial Officer | 07/07/2023 | 902 |
Logerwell Kellie J | VP & Chief Acct Officer | 06/30/2023 | 19,664 |
Jones Jeffrey J II | President & CEO | 06/30/2023 | 415,999 |
Bowen Tony G | Chief Financial Officer | 06/30/2023 | 97,522 |
Johnson Richard A | Director | 05/19/2023 | 295,380 |
Gerard Robert A | Director | 05/11/2023 | 16,063 |
Redler Dara S | Chief Legal Officer | 02/01/2023 | 131,283 |
Jones Jeffrey J II | President & CEO | 12/14/2022 | 2,776,620 |
Jones Jeffrey J II | President & CEO | 12/13/2022 | 758,424 |
Gerard Robert A | Director | 11/03/2022 | 18,946 |
Orosco Karen A | Pres., Global Consumer Tax & S | 09/07/2022 | 2,250,000 |
Orosco Karen A | Pres., Global Consumer Tax & S | 08/31/2022 | 146,160 |
Logerwell Kellie J | VP & Chief Acct Officer | 08/31/2022 | 27,450 |
Jones Jeffrey J II | President & CEO | 08/31/2022 | 623,745 |
Bowen Tony G | Chief Financial Officer | 08/31/2022 | 179,370 |
Logerwell Kellie J | VP & Chief Acct Officer | 08/18/2022 | 316,972 |
Bowen Tony G | Chief Financial Officer | 08/18/2022 | 3,130,098 |
Wood Christianna | Director | 08/16/2022 | 347,129 |
Wood Christianna | Director | 08/16/2022 | 243,629 |
Bowen Tony G | Chief Financial Officer | 08/12/2022 | 832,669 |
Jones Jeffrey J II | President & CEO | 08/12/2022 | 3,563,117 |
Logerwell Kellie J | VP & Chief Acct Officer | 08/12/2022 | 160,247 |
Orosco Karen A | Pres., Global Consumer Tax & S | 08/12/2022 | 706,400 |
Orosco Karen A | Pres., Global Consumer Tax & S | 07/01/2022 | 1,103 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/01/2022 | 294 |
Jones Jeffrey J II | President & CEO | 07/01/2022 | 5,368 |
Bowen Tony G | Chief Financial Officer | 07/01/2022 | 1,287 |
Orosco Karen A | Pres., Global Consumer Tax & S | 06/30/2022 | 135,629 |
Logerwell Kellie J | VP & Chief Acct Officer | 06/30/2022 | 30,905 |
Jones Jeffrey J II | President & CEO | 06/30/2022 | 683,477 |
Bowen Tony G | Chief Financial Officer | 06/30/2022 | 159,752 |
Gerard Robert A | Director | 11/04/2021 | 125,695 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/31/2021 | 516,520 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/30/2021 | 386,280 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/27/2021 | 512,300 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/25/2021 | 222,666 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/25/2021 | 604,645 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/19/2021 | 9,520 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/19/2021 | 14,411 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/17/2021 | 558,977 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/18/2021 | 192,814 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/17/2021 | 845,075 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/18/2021 | 290,934 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/16/2021 | 291,023 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/13/2021 | 505,478 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/16/2021 | 440,386 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/13/2021 | 762,633 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/16/2021 | 408,599 |
Orosco Karen A | Pres., Global Consumer Tax & S | 07/16/2021 | 337,314 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/16/2021 | 94,977 |
Jones Jeffrey J II | President & CEO | 07/16/2021 | 2,042,690 |
Bowen Tony G | Chief Financial Officer | 07/16/2021 | 371,430 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/02/2021 | 1,498 |
Bowen Tony G | Chief Financial Officer | 07/02/2021 | 1,617 |
Orosco Karen A | Pres., Global Consumer Tax & S | 07/02/2021 | 951 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/02/2021 | 238 |
Jones Jeffrey J II | President & CEO | 07/02/2021 | 7,110 |
Orosco Karen A | Pres., Global Consumer Tax & S | 06/30/2021 | 121,509 |
Logerwell Kellie J | VP & Chief Acct Officer | 06/30/2021 | 29,585 |
Jones Jeffrey J II | President & CEO | 06/30/2021 | 628,982 |
Bowen Tony G | Chief Financial Officer | 06/30/2021 | 139,988 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 06/30/2021 | 128,553 |
Jones Jeffrey J II | President & CEO | 12/21/2020 | 49,812 |
Gerard Robert A | Director | 09/03/2020 | 181,990 |
Jones Jeffrey J II | President & CEO | 09/03/2020 | 197,763 |
Jones Jeffrey J II | President & CEO | 08/21/2020 | 35,497 |
Jones Jeffrey J II | President & CEO | 07/28/2020 | 124,350 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/28/2020 | 81,953 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/28/2020 | 6,712 |
Orosco Karen A | SVP, U.S. Retail | 07/28/2020 | 24,847 |
Bowen Tony G | Chief Financial Officer | 07/28/2020 | 31,416 |
Jones Jeffrey J II | President & CEO | 07/02/2020 | 3,164 |
Orosco Karen A | SVP, U.S. Retail | 07/02/2020 | 602 |
Bowen Tony G | Chief Financial Officer | 07/02/2020 | 728 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/02/2020 | 196 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/02/2020 | 1,036 |
Orosco Karen A | SVP, U.S. Retail | 06/30/2020 | 50,623 |
Logerwell Kellie J | VP & Chief Acct Officer | 06/30/2020 | 13,780 |
Jones Jeffrey J II | President & CEO | 06/30/2020 | 270,877 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 06/30/2020 | 86,508 |
Bowen Tony G | Chief Financial Officer | 06/30/2020 | 59,847 |
Jones Jeffrey J II | President & CEO | 08/21/2019 | 58,590 |
Orosco Karen A | SVP, U.S. Retail | 07/19/2019 | 280,782 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/19/2019 | 90,449 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/19/2019 | 514,713 |
Bowen Tony G | Chief Financial Officer | 07/19/2019 | 421,129 |
Orosco Karen A | SVP, U.S. Retail | 07/02/2019 | 550 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/02/2019 | 174 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/02/2019 | 86,040 |
Jones Jeffrey J II | President & CEO | 07/02/2019 | 3,099 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/02/2019 | 1,043 |
Bowen Tony G | Chief Financial Officer | 07/02/2019 | 724 |
Bowen Tony G | Chief Financial Officer | 06/28/2019 | 108,615 |
Jones Jeffrey J II | President & CEO | 06/28/2019 | 344,480 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 06/28/2019 | 167,274 |
Orosco Karen A | SVP, U.S. Retail | 06/28/2019 | 85,761 |
Logerwell Kellie J | VP & Chief Acct Officer | 06/28/2019 | 25,257 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/31/2018 | 299,974 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/31/2018 | 299,982 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 08/30/2018 | 1,857,800 |
Jones Jeffrey J II | President & CEO | 08/21/2018 | 53,834 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/20/2018 | 139,163 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/20/2018 | 13,144 |
Orosco Karen A | SVP, U.S. Retail | 07/20/2018 | 26,812 |
Bowen Tony G | Chief Financial Officer | 07/20/2018 | 21,299 |
Orosco Karen A | SVP, U.S. Retail | 07/03/2018 | 372 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/03/2018 | 140 |
Jones Jeffrey J II | President & CEO | 07/03/2018 | 1,001 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/03/2018 | 1,327 |
Bowen Tony G | Chief Financial Officer | 07/03/2018 | 442 |
Bowen Tony G | Chief Financial Officer | 06/29/2018 | 60,731 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 06/29/2018 | 121,919 |
Orosco Karen A | SVP, U.S. Retail | 06/29/2018 | 48,863 |
Logerwell Kellie J | VP & Chief Acct Officer | 06/29/2018 | 17,199 |
Jones Jeffrey J II | President & CEO - Designate | 06/29/2018 | 92,715 |
Gerard Robert A | Director | 06/22/2018 | 23,180 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 12/08/2017 | 69,493 |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | 07/18/2017 | 88,944 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/14/2017 | 24,569 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/03/2017 | 186 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/03/2017 | 2,669 |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | 07/03/2017 | 962 |
COBB WILLIAM C | President and CEO | 07/03/2017 | 13,658 |
Bowen Tony G | Chief Financial Officer | 07/03/2017 | 683 |
COBB WILLIAM C | President and CEO | 06/30/2017 | 1,691,055 |
COBB WILLIAM C | President and CEO | 06/30/2017 | 5,256,236 |
COBB WILLIAM C | President and CEO | 06/30/2017 | 9,355,559 |
Logerwell Kellie J | VP & Chief Acct Officer | 06/30/2017 | 24,512 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 06/30/2017 | 326,873 |
Bowen Tony G | Chief Financial Officer | 06/30/2017 | 103,765 |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | 06/30/2017 | 161,412 |
COBB WILLIAM C | President and CEO | 06/28/2017 | 3,474,412 |
COBB WILLIAM C | President and CEO | 06/27/2017 | 3,439,353 |
COBB WILLIAM C | President and CEO | 06/28/2017 | 6,154,579 |
COBB WILLIAM C | President and CEO | 06/27/2017 | 5,939,446 |
WRIGHT JAMES F | Director | 06/28/2017 | 306,690 |
Collins Kathryn M | SVP, Chief Mktg & Strat Off | 06/20/2017 | 212,526 |
COBB WILLIAM C | President and CEO | 06/20/2017 | 9,570,000 |
COBB WILLIAM C | President and CEO | 06/21/2017 | 7,709,075 |
COBB WILLIAM C | President and CEO | 06/20/2017 | 15,090,000 |
LEWIS DAVID B | Director | 06/19/2017 | 186,960 |
LEWIS DAVID B | Director | 06/19/2017 | 240,080 |
SEIP TOM D | Director | 06/15/2017 | 186,960 |
SEIP TOM D | Director | 06/15/2017 | 187,979 |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | 12/09/2016 | 39,658 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 12/09/2016 | 39,658 |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | 09/01/2016 | 99,999 |
Logerwell Kellie J | VP & Chief Acct Officer | 07/01/2016 | 47 |
Brown Jeffrey | Chief Accounting and Risk Offi | 07/01/2016 | 1,122 |
Bowen Tony G | Chief Financial Officer | 07/01/2016 | 281 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 07/01/2016 | 1,917 |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | 07/01/2016 | 1,917 |
Houseworth Jason | Chief Innovation Officer | 07/01/2016 | 982 |
Collins Kathryn M | SVP, Chief Marketing Officer | 07/01/2016 | 281 |
COBB WILLIAM C | President and CEO | 07/01/2016 | 12,064 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/30/2016 | 93,380 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/30/2016 | 350,421 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/30/2016 | 367,263 |
Macfarlane Gregory J | SVP, U.S. Retail Prods & Ops | 06/30/2016 | 238,901 |
Houseworth Jason | Chief Innovation Officer | 06/30/2016 | 127,995 |
GERKE THOMAS A | Gen. Counsel & Chief Admin Off | 06/30/2016 | 235,842 |
Collins Kathryn M | SVP, Chief Marketing Officer | 06/30/2016 | 46,000 |
COBB WILLIAM C | President and CEO | 06/30/2016 | 1,398,469 |
Bowen Tony G | Chief Financial Officer | 06/30/2016 | 41,607 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/27/2016 | 2,055,818 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/27/2016 | 2,312,049 |
Gerard Robert A | Director | 06/16/2016 | 46,652 |
Brown Paul J | Director | 06/13/2016 | 59,913 |
Macfarlane Gregory J | Chief Financial Officer | 12/29/2015 | 3,919,162 |
Macfarlane Gregory J | Chief Financial Officer | 12/29/2015 | 8,905,158 |
Brown Jeffrey | Chief Accounting and Risk Offi | 12/16/2015 | 629,500 |
Brown Jeffrey | Chief Accounting and Risk Offi | 12/16/2015 | 1,665,020 |
Brown Jeffrey | Chief Accounting and Risk Offi | 12/11/2015 | 88,879 |
Houseworth Jason | President, US Tax Product Str | 12/11/2015 | 939,569 |
Houseworth Jason | President, US Tax Product Str | 12/10/2015 | 24,855 |
Houseworth Jason | President, US Tax Product Str | 12/11/2015 | 1,378,125 |
Houseworth Jason | President, US Tax Product Str | 12/10/2015 | 658,958 |
Knight Delos (Kip) L III | President, U.S. Retail Ops | 12/03/2015 | 46,804 |
WRIGHT JAMES F | Director | 09/10/2015 | 145,010 |
Wood Christianna | Director | 09/10/2015 | 145,010 |
SEIP TOM D | Director | 09/10/2015 | 145,010 |
ROHDE BRUCE | Director | 09/10/2015 | 145,010 |
REICH VICTORIA | Director | 09/10/2015 | 145,010 |
LEWIS DAVID B | Director | 09/10/2015 | 145,010 |
Johnson Richard A | Director | 09/10/2015 | 145,010 |
Gerard Robert A | Director | 09/10/2015 | 345,021 |
Brown Paul J | Director | 09/10/2015 | 145,010 |
Macfarlane Gregory J | Chief Financial Officer | 07/01/2015 | 6,428 |
GERKE THOMAS A | Chief Legal Officer | 07/01/2015 | 6,428 |
COBB WILLIAM C | President and CEO | 07/01/2015 | 38,361 |
Brown Jeffrey | Chief Accounting and Risk Offi | 07/01/2015 | 3,452 |
Houseworth Jason | President, US Tax Product Str | 07/01/2015 | 4,315 |
COBB WILLIAM C | President and CEO | 06/30/2015 | 6,534,682 |
Knight Delos (Kip) L III | President, U.S. Retail Ops | 06/30/2015 | 33,445 |
Macfarlane Gregory J | Chief Financial Officer | 06/30/2015 | 1,050,084 |
Houseworth Jason | President, Digital Product Mgt | 06/30/2015 | 585,291 |
GERKE THOMAS A | Chief Legal Officer | 06/30/2015 | 1,021,828 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/30/2015 | 454,357 |
LEWIS DAVID B | Director | 06/30/2015 | 233,400 |
LEWIS DAVID B | Director | 06/30/2015 | 235,984 |
SEIP TOM D | Director | 06/23/2015 | 233,400 |
SEIP TOM D | Director | 06/23/2015 | 233,592 |
Macfarlane Gregory J | Chief Financial Officer | 06/04/2015 | 140,623 |
GERKE THOMAS A | Chief Legal Officer | 01/30/2015 | 37,331 |
Brown Jeffrey | Chief Accounting and Risk Offi | 01/16/2015 | 245,760 |
Knight Delos (Kip) L III | President, U.S. Retail Ops | 12/03/2014 | 43,984 |
Houseworth Jason | President, Digital Product Mgt | 10/01/2014 | 12,936 |
Brown Jeffrey | Chief Accounting and Risk Offi | 10/01/2014 | 17,269 |
Wood Christianna | Director | 09/11/2014 | 133,248 |
WRIGHT JAMES F | Director | 09/11/2014 | 133,248 |
SEIP TOM D | Director | 09/11/2014 | 133,248 |
ROHDE BRUCE | Director | 09/11/2014 | 133,248 |
REICH VICTORIA | Director | 09/11/2014 | 133,248 |
LEWIS DAVID B | Director | 09/11/2014 | 133,248 |
Gerard Robert A | Director | 09/11/2014 | 330,638 |
Brown Paul J | Director | 09/11/2014 | 133,248 |
Houseworth Jason | President, Digital Product Mgt | 08/01/2014 | 7,874 |
Brown Jeffrey | Chief Accounting and Risk Offi | 07/25/2014 | 162,600 |
Houseworth Jason | President, Digital Product Mgt | 07/01/2014 | 592 |
Houseworth Jason | President, Digital Product Mgt | 06/30/2014 | 155,265 |
COBB WILLIAM C | President and CEO | 07/01/2014 | 11,910 |
COBB WILLIAM C | President and CEO | 06/30/2014 | 2,895,659 |
Macfarlane Gregory J | Chief Financial Officer | 06/30/2014 | 117,286 |
Knight Delos (Kip) L III | President, U.S. Retail Ops | 06/30/2014 | 14,145 |
GERKE THOMAS A | Chief Legal Officer | 06/30/2014 | 393,659 |
GERKE THOMAS A | Chief Legal Officer | 07/01/2014 | 1,875 |
Brown Jeffrey | Chief Accounting and Risk Offi | 07/01/2014 | 954 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/30/2014 | 215,735 |
SEIP TOM D | Director | 06/12/2014 | 191,960 |
SEIP TOM D | Director | 06/12/2014 | 190,720 |
Macfarlane Gregory J | Chief Financial Officer | 06/04/2014 | 133,564 |
GERKE THOMAS A | Chief Legal Officer | 01/31/2014 | 32,619 |
COBB WILLIAM C | President and CEO | 12/24/2013 | 603,626 |
Knight Delos (Kip) L III | President, U.S. Retail Ops | 12/03/2013 | 41,054 |
Brown Jeffrey | Chief Accounting and Risk Offi | 10/01/2013 | 15,212 |
Houseworth Jason | President, Digital Product Mgt | 10/01/2013 | 10,475 |
WRIGHT JAMES F | Director | 09/12/2013 | 133,248 |
Wood Christianna | Director | 09/12/2013 | 133,248 |
SEIP TOM D | Director | 09/12/2013 | 133,248 |
ROHDE BRUCE | Director | 09/12/2013 | 133,248 |
REICH VICTORIA | Director | 09/12/2013 | 133,248 |
LEWIS DAVID B | Director | 09/12/2013 | 133,248 |
Gerard Robert A | Director | 09/12/2013 | 330,605 |
Ellison Marvin R | Director | 09/12/2013 | 133,248 |
Brown Paul J | Director | 09/12/2013 | 133,248 |
Houseworth Jason | President, Digital Product Mgt | 08/01/2013 | 7,870 |
Macfarlane Gregory J | Chief Financial Officer | 06/28/2013 | 44,761 |
Houseworth Jason | President, Digital Product Mgt | 06/28/2013 | 41,736 |
GERKE THOMAS A | Chief Legal Officer | 06/28/2013 | 44,761 |
Ehrlich Susan | President, Financial Services | 06/28/2013 | 29,831 |
COBB WILLIAM C | President and CEO | 06/28/2013 | 595,349 |
Brown Jeffrey | Chief Accounting and Risk Offi | 06/28/2013 | 43,679 |
SEIP TOM D | Director | 06/14/2013 | 173,000 |
SEIP TOM D | Director | 06/14/2013 | 173,235 |
Macfarlane Gregory J | Chief Financial Officer | 06/04/2013 | 128,909 |
Houseworth Jason | President, U.S. Tax Services | 03/01/2013 | 31,595 |
GERKE THOMAS A | Chief Legal Officer | 02/01/2013 | 24,895 |
COBB WILLIAM C | President and CEO | 12/24/2012 | 346,965 |
Ehrlich Susan | President, Financial Services | 11/30/2012 | 11,269 |
Brown Jeffrey | Chief Accounting and Risk Offi | 10/01/2012 | 9,384 |
Houseworth Jason | President, U.S. Tax Services | 10/01/2012 | 6,456 |
WRIGHT JAMES F | Director | 09/13/2012 | 125,040 |
Wood Christianna | Director | 09/13/2012 | 125,040 |
SEIP TOM D | Director | 09/13/2012 | 125,040 |
ROHDE BRUCE | Director | 09/13/2012 | 125,040 |
REICH VICTORIA | Director | 09/13/2012 | 125,040 |
LEWIS DAVID B | Director | 09/13/2012 | 125,040 |
Gerard Robert A | Director | 09/13/2012 | 245,074 |
Ellison Marvin R | Director | 09/13/2012 | 125,040 |
Brown Paul J | Director | 09/13/2012 | 125,040 |
Houseworth Jason | President, U.S. Tax Services | 08/02/2012 | 18,143 |
Houseworth Jason | President, U.S. Tax Services | 08/01/2012 | 3,824 |
Houseworth Jason | President, U.S. Tax Services | 07/17/2012 | 47,678 |
Houseworth Jason | President, U.S. Tax Services | 07/17/2012 | 133,677 |
Macfarlane Gregory J | Chief Financial Officer | 07/09/2012 | 101,119 |
Brown Paul J | Director | 07/02/2012 | 19,208 |
Brown Jeffrey | SVP and CFO | 07/02/2012 | 7,963 |
Brown Jeffrey | SVP and CFO | 06/29/2012 | 11,122 |
Houseworth Jason | President, U.S. Tax Services | 06/29/2012 | 6,664 |
Houseworth Jason | President, U.S. Tax Services | 07/02/2012 | 5,820 |
COBB WILLIAM C | President and CEO | 06/29/2012 | 99,987 |
COBB WILLIAM C | President and CEO | 12/23/2011 | 292,736 |
WRIGHT JAMES F | Director | 10/03/2011 | 124,998 |
Wood Christianna | Director | 10/03/2011 | 124,998 |
SEIP TOM D | Director | 10/03/2011 | 124,998 |
ROHDE BRUCE | Director | 10/03/2011 | 124,998 |
REICH VICTORIA | Director | 10/03/2011 | 124,998 |
LEWIS DAVID B | Director | 10/03/2011 | 124,998 |
Gerard Robert A | Director | 10/03/2011 | 319,996 |
Ellison Marvin R | Director | 10/03/2011 | 124,998 |
Brown Paul J | Director | 10/03/2011 | 124,998 |
Brown Jeffrey | SVP and CFO | 09/30/2011 | 8,332 |
Agar Richard K | SVP and CIO | 09/30/2011 | 5,311 |
Mazzini Phil | President, Retail Tax | 09/30/2011 | 7,693 |
Brown Colby R | VP and Corporate Controller | 09/30/2011 | 4,419 |
REICH VICTORIA | Director | 09/29/2011 | 47,742 |
ROHDE BRUCE | Director | 09/21/2011 | 137,000 |
WRIGHT JAMES F | Director | 09/16/2011 | 141,800 |
Brown Paul J | Director | 09/16/2011 | 28,554 |
Gerard Robert A | Director | 09/16/2011 | 70,887 |
COBB WILLIAM C | President and CEO | 09/14/2011 | 134,047 |
Brown Jeffrey | SVP and CFO | 09/06/2011 | 65,649 |
Mazzini Phil | President, Retail Tax | 09/02/2011 | 2,709 |
Brown Jeffrey | SVP and CFO | 07/01/2011 | 13,097 |
Mazzini Phil | President, Retail Tax | 07/01/2011 | 3,409 |
Agar Richard K | SVP and CIO | 07/01/2011 | 121 |
Agar Richard K | SVP and CIO | 06/29/2011 | 10,996 |
COBB WILLIAM C | Director | 05/02/2011 | 2,250,026 |
Turtledove Robert J | SVP, Chief Marketing Officer | 10/01/2010 | 45,009 |
Mazzini Phil | President, Retail Tax | 10/01/2010 | 80,009 |
Mazzini Phil | President, Retail Tax | 10/01/2010 | 80,009 |
Brown Jeffrey | SVP and CFO | 10/01/2010 | 80,009 |
Brown Jeffrey | SVP and CFO | 10/01/2010 | 1,183 |
Brown Colby R | VP and Corporate Controller | 10/01/2010 | 49,982 |
COBB WILLIAM C | Director | 09/13/2010 | 64,150 |
BENNETT ALAN M | President and CEO | 09/13/2010 | 64,290 |
Turtledove Robert J | SVP, Chief Marketing Officer | 09/01/2010 | 12,811 |
Wood Christianna | Director | 07/21/2010 | 67,060 |
Wood Christianna | Director | 07/21/2010 | 76,871 |
Fund | # Shares Owned | % of Portfolio | % Change | Investing Style |
---|---|---|---|---|
BLACKROCK INC. | 17,882,904 | 0.02% | -2.92% | Other |
FULLER & THALER ASSET MANAGEMENT, INC. | 2,620,088 | 0.64% | -5.36% | Other |
GEODE CAPITAL MANAGEMENT, LLC | 2,335,998 | 0.01% | -1.63% | Other |
AQR CAPITAL MANAGEMENT LLC | 2,299,310 | 0.21% | -15.45% | Other |
D. E. SHAW & CO., INC. | 1,038,614 | 0.04% | -11.24% | Other |
BRIDGEWATER ASSOCIATES, LP | 381,030 | 0.1% | 15.43% | Other |
ROYCE & ASSOCIATES LP | 359,120 | 0.16% | -37.56% | Value |
ALPS ADVISORS INC | 156,985 | 0.06% | 11.84% | Other |
D. E. SHAW & CO., INC. | 144,500 (Call) | 0.00611% | 0.56% | Other |
TUDOR INVESTMENT CORP ET AL | 72,015 | 0.03% | -57.86% | Event Driven, Other |
MILLER VALUE PARTNERS, LLC | 63,000 | 1.81% | -53.33% | Value |
D. E. SHAW & CO., INC. | 62,200 (Put) | 0.00263% | No change | Other |
BALYASNY ASSET MANAGEMENT L.P. | 6,440 | 0.00058% | New | Event Driven |
Period of Report: 12/31/2023
10-K/10-Q Filings: View