Brad C Iversen
Insider
First SEC filing: Sept. 19, 2003 · Latest: Sept. 19, 2003
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 30, 2005 | HRB | A | 2,000 | $58.35 | $116,700 | 5,777 Direct | +52.95% | Acquired | 42.9% (price as of 2026-10-02) |
| June 30, 2005 | HRB | A | 15,000 | · | · | 15,000 Direct | · | Acquired | (price as of 2026-10-02) |
| Sept. 2, 2004 | HRB | F | 223 | $48.32 | $10,775 | 3,777 Direct | -5.58% | Disposed | 72.5% (price as of 2026-10-02) |
| June 30, 2004 | HRB | A | 20,000 | · | · | 20,000 Direct | · | Acquired | (price as of 2026-10-02) |
| June 30, 2004 | HRB | A | 2,000 | $47.68 | $95,360 | 4,000 Direct | +100.00% | Acquired | 74.8% (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 30, 2005 | HRB | Call Option to Purchase | Common Stock, without par value | $58.35 | June 30, 2015 | 15,000 | Acquired |
| June 30, 2004 | HRB | Call Option to Purchase | Common Stock, without par value | $47.68 | June 30, 2014 | 20,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.