Brad C Iversen

Insider

First SEC filing: Sept. 19, 2003 · Latest: Sept. 19, 2003

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Insider at

0 buys (P) 0 sells (S) Net: $0 + 5 non-open-market transactions below last 12 months, based on the transactions shown below

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	82.0% (price as of 2026-08-20)
June 30, 2005	HRB	A	15,000	—	—	15,000 Direct	—	Acquired	(price as of 2026-08-20)
Sept. 2, 2004	HRB	F	223	$48.32	$10,775	3,777 Direct	-5.58%	Disposed	119.7% (price as of 2026-08-20)
June 30, 2004	HRB	A	20,000	—	—	20,000 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2004	HRB	A	2,000	$47.68	$95,360	4,000 Direct	+100.00%	Acquired	122.7% (price as of 2026-08-20)

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.

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 (15,000)	$58.35	June 30, 2015	15,000	Acquired
June 30, 2004	HRB	Call Option to Purchase	Common Stock, without par value (20,000)	$47.68	June 30, 2014	20,000	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Sept. 19, 2003	HRB	Common Stock, without par value	2,000	Direct
Sept. 19, 2003	HRB	Call Option to Purchase→ Common Stock, without par value (20,000)	20,000	Direct