Jason Houseworth

Insider

First SEC filing: March 9, 2012 · Latest: March 9, 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 selling Dec. 11, 2015

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 58 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

58 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
July 18, 2016	HRB	A	7,529	—	—	70,450 Direct	+11.97%	Acquired	(price as of 2026-08-21)
July 1, 2016	HRB	F	42	$23.38	$982	62,921 Direct	-0.07%	Disposed	124.5% (price as of 2026-08-21)
July 1, 2016	HRB	A	105	—	—	62,963 Direct	+0.17%	Acquired	(price as of 2026-08-21)
June 30, 2016	HRB	F	5,565	$23.00	$127,995	62,759 Direct	-8.15%	Disposed	128.2% (price as of 2026-08-21)
June 7, 2016	HRB	A	11,271	—	—	68,324 Direct	+19.76%	Acquired	(price as of 2026-08-21)
Dec. 11, 2015	HRB	M	2,874	—	—	8,489 Direct	-25.29%	Disposed	(price as of 2026-08-21)
Dec. 11, 2015	HRB	M	15,715	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Dec. 11, 2015	HRB	M	39,773	—	—	6,522 Direct	-85.91%	Disposed	(price as of 2026-08-21)
Dec. 11, 2015	HRB	S	42,647	$32.31	$1,377,925	56,921 Direct	-42.83%	Disposed	62.4% (price as of 2026-08-21)
Dec. 11, 2015	HRB	M	2,874	$12.59	$36,184	99,568 Direct	+2.97%	Acquired	316.8% (price as of 2026-08-21)
Dec. 11, 2015	HRB	M	15,715	$16.89	$265,426	96,694 Direct	+19.41%	Acquired	210.7% (price as of 2026-08-21)
Dec. 11, 2015	HRB	M	39,773	$16.04	$637,959	80,979 Direct	+96.52%	Acquired	227.2% (price as of 2026-08-21)
Dec. 10, 2015	HRB	G	1,250	—	—	0 Indirect	-100.00%	Disposed	(price as of 2026-08-21)
Dec. 10, 2015	HRB	S	750	$33.14	$24,855	1,250 Indirect	-37.50%	Disposed	58.4% (price as of 2026-08-21)
Dec. 10, 2015	HRB	S	19,978	$32.98	$658,874	41,206 Direct	-32.65%	Disposed	59.1% (price as of 2026-08-21)
July 1, 2015	HRB	F	145	$29.76	$4,315	61,125 Direct	-0.24%	Disposed	76.3% (price as of 2026-08-21)
July 1, 2015	HRB	A	293	—	—	61,270 Direct	+0.48%	Acquired	(price as of 2026-08-21)
June 30, 2015	HRB	F	19,740	$29.65	$585,291	60,930 Direct	-24.47%	Disposed	77.0% (price as of 2026-08-21)
June 30, 2015	HRB	A	6,071	—	—	80,670 Direct	+8.14%	Acquired	(price as of 2026-08-21)
June 18, 2015	HRB	A	44,412	—	—	74,599 Direct	+147.12%	Acquired	(price as of 2026-08-21)
Oct. 1, 2014	HRB	F	424	$30.51	$12,936	30,060 Direct	-1.39%	Disposed	72.0% (price as of 2026-08-21)
Aug. 1, 2014	HRB	F	246	$32.01	$7,874	30,484 Direct	-0.80%	Disposed	63.9% (price as of 2026-08-21)
July 1, 2014	HRB	F	18	$32.90	$592	30,730 Direct	-0.06%	Disposed	59.5% (price as of 2026-08-21)
July 1, 2014	HRB	A	50	—	—	30,748 Direct	+0.16%	Acquired	(price as of 2026-08-21)
June 30, 2014	HRB	F	4,632	$33.52	$155,265	30,675 Direct	-13.12%	Disposed	56.6% (price as of 2026-08-21)
June 30, 2014	HRB	A	4,475	—	—	35,307 Direct	+14.51%	Acquired	(price as of 2026-08-21)
June 19, 2014	HRB	A	7,907	—	—	30,832 Direct	+34.49%	Acquired	(price as of 2026-08-21)
Oct. 1, 2013	HRB	F	376	$27.86	$10,475	22,875 Direct	-1.62%	Disposed	88.4% (price as of 2026-08-21)
Aug. 1, 2013	HRB	F	246	$31.99	$7,870	23,225 Direct	-1.05%	Disposed	64.1% (price as of 2026-08-21)
June 30, 2013	HRB	A	3,604	—	—	23,471 Direct	+18.14%	Acquired	(price as of 2026-08-21)
June 28, 2013	HRB	F	1,504	$27.75	$41,736	19,867 Direct	-7.04%	Disposed	89.1% (price as of 2026-08-21)
March 6, 2013	HRB	A	819	$22.03	$18,043	2,951 Direct	+38.41%	Acquired	138.2% (price as of 2026-08-21)
March 1, 2013	HRB	F	1,275	$24.78	$31,594	21,246 Direct	-5.66%	Disposed	111.8% (price as of 2026-08-21)
Dec. 31, 2012	HRB	A	83	$16.31	$1,354	2,132 Direct	+4.05%	Acquired	221.8% (price as of 2026-08-21)
Dec. 14, 2012	HRB	A	83	$16.33	$1,355	2,049 Direct	+4.22%	Acquired	221.4% (price as of 2026-08-21)
Nov. 30, 2012	HRB	A	85	$15.84	$1,346	1,966 Direct	+4.52%	Acquired	231.3% (price as of 2026-08-21)
Nov. 15, 2012	HRB	A	87	$15.49	$1,348	1,881 Direct	+4.85%	Acquired	238.8% (price as of 2026-08-21)
Oct. 31, 2012	HRB	A	87	$15.55	$1,353	1,794 Direct	+5.10%	Acquired	237.5% (price as of 2026-08-21)
Oct. 15, 2012	HRB	A	91	$14.89	$1,355	1,707 Direct	+5.63%	Acquired	252.5% (price as of 2026-08-21)
Oct. 1, 2012	HRB	F	366	$17.64	$6,456	22,521 Direct	-1.60%	Disposed	197.5% (price as of 2026-08-21)
Sept. 28, 2012	HRB	A	89	$15.23	$1,355	1,601 Direct	+5.89%	Acquired	244.6% (price as of 2026-08-21)
Sept. 14, 2012	HRB	A	91	$14.89	$1,355	1,512 Direct	+6.40%	Acquired	252.5% (price as of 2026-08-21)
Aug. 31, 2012	HRB	A	93	$14.57	$1,355	1,422 Direct	+7.00%	Acquired	260.2% (price as of 2026-08-21)
Aug. 15, 2012	HRB	A	94	$14.32	$1,346	1,329 Direct	+7.61%	Acquired	266.5% (price as of 2026-08-21)
Aug. 2, 2012	HRB	F	1,163	$15.60	$18,143	22,774 Direct	-4.86%	Disposed	236.4% (price as of 2026-08-21)
Aug. 1, 2012	HRB	F	239	$16.00	$3,824	23,937 Direct	-0.99%	Disposed	228.0% (price as of 2026-08-21)
July 31, 2012	HRB	A	95	$14.21	$1,350	1,235 Direct	+8.33%	Acquired	269.3% (price as of 2026-08-21)
July 17, 2012	HRB	M	3,787	—	—	11,363 Direct	-25.00%	Disposed	(price as of 2026-08-21)
July 17, 2012	HRB	S	8,081	$16.54	$133,660	24,176 Direct	-25.05%	Disposed	217.3% (price as of 2026-08-21)
July 17, 2012	HRB	M	3,787	$12.59	$47,678	32,257 Direct	+13.30%	Acquired	316.8% (price as of 2026-08-21)
July 13, 2012	HRB	A	93	$14.55	$1,353	1,140 Direct	+8.88%	Acquired	260.7% (price as of 2026-08-21)
July 2, 2012	HRB	F	364	$15.99	$5,820	28,470 Direct	-1.26%	Disposed	228.2% (price as of 2026-08-21)
June 29, 2012	HRB	A	87	$14.08	$1,225	1,047 Direct	+9.06%	Acquired	272.7% (price as of 2026-08-21)
June 29, 2012	HRB	F	417	$15.98	$6,664	28,834 Direct	-1.43%	Disposed	228.4% (price as of 2026-08-21)
June 29, 2012	HRB	A	9,385	—	—	29,251 Direct	+47.24%	Acquired	(price as of 2026-08-21)
June 15, 2012	HRB	A	89	$13.75	$1,224	960 Direct	+10.22%	Acquired	281.7% (price as of 2026-08-21)
May 31, 2012	HRB	A	90	$13.47	$1,212	872 Direct	+11.51%	Acquired	289.6% (price as of 2026-08-21)
May 15, 2012	HRB	A	95	$12.88	$1,224	781 Direct	+13.85%	Acquired	307.5% (price as of 2026-08-21)
April 30, 2012	HRB	A	94	$12.98	$1,220	687 Direct	+15.85%	Acquired	304.3% (price as of 2026-08-21)
April 13, 2012	HRB	A	82	$14.84	$1,217	593 Direct	+16.05%	Acquired	253.6% (price as of 2026-08-21)
March 30, 2012	HRB	A	84	$14.49	$1,217	507 Direct	+19.86%	Acquired	262.2% (price as of 2026-08-21)
March 19, 2012	HRB	A	83	$14.73	$1,223	423 Direct	+24.41%	Acquired	256.3% (price as of 2026-08-21)

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. 11, 2015	HRB	Stock Option (Right to Buy)	Common Stock (2,874)	$12.59	Oct. 1, 2020	2,874	Disposed
Dec. 11, 2015	HRB	Stock Option (Right to Buy)	Common Stock (15,715)	$16.89	July 2, 2019	15,715	Disposed
Dec. 11, 2015	HRB	Stock Option (Right to Buy)	Common Stock (39,773)	$16.04	June 30, 2021	39,773	Disposed
March 6, 2013	HRB	Phantom Stock (DCP)	Common Stock (819)	—	—	819	Acquired
Dec. 31, 2012	HRB	Phantom Stock (DCP)	Common Stock (83)	—	—	83	Acquired
Dec. 14, 2012	HRB	Phantom Stock (DCP)	Common Stock (83)	—	—	83	Acquired
Nov. 30, 2012	HRB	Phantom Stock (DCP)	Common Stock (85)	—	—	85	Acquired
Nov. 15, 2012	HRB	Phantom Stock (DCP)	Common Stock (87)	—	—	87	Acquired
Oct. 31, 2012	HRB	Phantom Stock (DCP)	Common Stock (87)	—	—	87	Acquired
Oct. 15, 2012	HRB	Phantom Stock (DCP)	Common Stock (91)	—	—	91	Acquired
Sept. 28, 2012	HRB	Phantom Stock (DCP)	Common Stock (89)	—	—	89	Acquired
Sept. 14, 2012	HRB	Phantom Stock (DCP)	Common Stock (91)	—	—	91	Acquired
Aug. 31, 2012	HRB	Phantom Stock (DCP)	Common Stock (93)	—	—	93	Acquired
Aug. 15, 2012	HRB	Phantom Stock (DCP)	Common Stock (94)	—	—	94	Acquired
July 31, 2012	HRB	Phantom Stock (DCP)	Common Stock (95)	—	—	95	Acquired
July 17, 2012	HRB	Stock Option (Right to Buy)	Common Stock (3,787)	$12.59	Oct. 1, 2020	3,787	Disposed
July 13, 2012	HRB	Phantom Stock (DCP)	Common Stock (93)	—	—	93	Acquired
June 29, 2012	HRB	Phantom Stock (DCP)	Common Stock (87)	—	—	87	Acquired
June 15, 2012	HRB	Phantom Stock (DCP)	Common Stock (89)	—	—	89	Acquired
May 31, 2012	HRB	Phantom Stock (DCP)	Common Stock (90)	—	—	90	Acquired
May 15, 2012	HRB	Phantom Stock (DCP)	Common Stock (95)	—	—	95	Acquired
April 30, 2012	HRB	Phantom Stock (DCP)	Common Stock (94)	—	—	94	Acquired
April 13, 2012	HRB	Phantom Stock (DCP)	Common Stock (82)	—	—	82	Acquired
March 30, 2012	HRB	Phantom Stock (DCP)	Common Stock (84)	—	—	84	Acquired
March 19, 2012	HRB	Phantom Stock (DCP)	Common Stock (83)	—	—	83	Acquired

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

Initial ownership (Form 3) 6 holdings

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

Date	Ticker	Security	Shares	Ownership
March 9, 2012	HRB	Common Stock	19,865	Direct
March 9, 2012	HRB	Common Stock	2,000	Indirect
March 9, 2012	HRB	Phantom Stock (DCP)→ Common Stock (340)	340	Direct
March 9, 2012	HRB	Stock Option (Right to Buy)→ Common Stock (15,150)	15,150	Direct
March 9, 2012	HRB	Stock Option (Right to Buy)→ Common Stock (46,295)	46,295	Direct
March 9, 2012	HRB	Stock Option (Right to Buy)→ Common Stock (15,715)	15,715	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
2017	$413,077	—	—	—	$383,670	—	$780,280	$2,477,061
2015	$392,307	—	—	—	$263,760	—	$11,283	$1,417,379
2014	$360,000	—	$500,034	—	$498,204	—	$12,193	$1,370,431

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