Gregory J Macfarlane

Insider

First SEC filing: June 13, 2012 · Latest: June 13, 2012

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

HRB buying Sept. 1, 2016

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 22 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

22 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Dec. 9, 2016	HRB	F	1,728	$22.95	$39,658	120,260 Direct	-1.42%	Disposed	128.4% (price as of 2026-08-19)
Sept. 1, 2016	HRB	P	4,618	$21.65	$99,980	121,707 Direct	+3.94%	Acquired	142.1% (price as of 2026-08-19)
July 18, 2016	HRB	A	10,038	—	—	117,089 Direct	+9.38%	Acquired	(price as of 2026-08-19)
July 1, 2016	HRB	F	82	$23.38	$1,917	107,051 Direct	-0.08%	Disposed	124.2% (price as of 2026-08-19)
July 1, 2016	HRB	A	210	—	—	107,133 Direct	+0.20%	Acquired	(price as of 2026-08-19)
June 30, 2016	HRB	F	10,387	$23.00	$238,901	106,687 Direct	-8.87%	Disposed	127.9% (price as of 2026-08-19)
June 7, 2016	HRB	A	22,539	—	—	117,074 Direct	+23.84%	Acquired	(price as of 2026-08-19)
Dec. 29, 2015	HRB	M	255,320	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-19)
Dec. 29, 2015	HRB	S	265,778	$33.51	$8,906,221	94,272 Direct	-73.82%	Disposed	56.4% (price as of 2026-08-19)
Dec. 29, 2015	HRB	M	255,320	$15.35	$3,919,162	360,050 Direct	+243.79%	Acquired	241.5% (price as of 2026-08-19)
Dec. 10, 2015	HRB	A	9,799	—	—	104,730 Direct	+10.32%	Acquired	(price as of 2026-08-19)
July 1, 2015	HRB	F	216	$29.76	$6,428	94,844 Direct	-0.23%	Disposed	76.1% (price as of 2026-08-19)
July 1, 2015	HRB	A	439	—	—	95,060 Direct	+0.46%	Acquired	(price as of 2026-08-19)
June 30, 2015	HRB	F	35,416	$29.65	$1,050,084	94,543 Direct	-27.25%	Disposed	76.8% (price as of 2026-08-19)
June 30, 2015	HRB	A	8,095	—	—	129,959 Direct	+6.64%	Acquired	(price as of 2026-08-19)
June 18, 2015	HRB	A	66,602	—	—	121,864 Direct	+120.52%	Acquired	(price as of 2026-08-19)
June 4, 2015	HRB	F	4,477	$31.41	$140,623	55,262 Direct	-7.49%	Disposed	66.9% (price as of 2026-08-19)
June 30, 2014	HRB	F	3,499	$33.52	$117,286	59,480 Direct	-5.56%	Disposed	56.4% (price as of 2026-08-19)
June 30, 2014	HRB	A	6,713	—	—	62,979 Direct	+11.93%	Acquired	(price as of 2026-08-19)
June 4, 2014	HRB	F	4,476	$29.84	$133,564	56,266 Direct	-7.37%	Disposed	75.7% (price as of 2026-08-19)
June 30, 2013	HRB	A	7,208	—	—	60,589 Direct	+13.50%	Acquired	(price as of 2026-08-19)
June 28, 2013	HRB	F	1,613	$27.75	$44,761	53,381 Direct	-2.93%	Disposed	88.9% (price as of 2026-08-19)
June 4, 2013	HRB	F	4,476	$28.80	$128,909	54,994 Direct	-7.53%	Disposed	82.0% (price as of 2026-08-19)
July 9, 2012	HRB	P	6,300	$16.05	$101,115	59,470 Direct	+11.85%	Acquired	226.6% (price as of 2026-08-19)
June 29, 2012	HRB	A	14,080	—	—	53,170 Direct	+36.02%	Acquired	(price as of 2026-08-19)

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
Dec. 29, 2015	HRB	Stock Option (Right to Buy)	Common Stock (255,320)	$15.35	June 4, 2022	255,320	Disposed

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.

Date	Ticker	Security	Shares	Ownership
June 13, 2012	HRB	Common Stock	39,090	Direct
June 13, 2012	HRB	Stock Option (Right to Buy)→ Common Stock (255,320)	255,320	Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

HRB

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2015	$595,129	—	—	—	$452,160	—	$11,431	$2,183,762
2014	$575,000	—	$1,000,040	—	$917,328	—	$12,526	$2,504,894
2013	$502,083	$125,000	—	—	$487,080	—	$43,205	$3,084,852

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.