Karen A Orosco

Insider

First SEC filing: May 10, 2018 · Latest: May 10, 2018

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.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

HRB selling Sept. 7, 2022

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 27 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

27 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Sept. 7, 2022	HRB	S	50,000	$45.00	$2,250,000	89,733 Direct	-35.78%	Disposed	16.6% (price as of 2026-08-21)
Aug. 31, 2022	HRB	A	13,223	—	—	142,981 Direct	+10.19%	Acquired	(price as of 2026-08-21)
Aug. 31, 2022	HRB	A	10,112	—	—	139,870 Direct	+7.79%	Acquired	(price as of 2026-08-21)
Aug. 31, 2022	HRB	F	3,248	$45.00	$146,160	136,622 Direct	-2.32%	Disposed	16.6% (price as of 2026-08-21)
Aug. 12, 2022	HRB	F	20,000	$35.32	$706,400	129,758 Direct	-13.35%	Disposed	48.6% (price as of 2026-08-21)
Aug. 11, 2022	HRB	A	44,198	—	—	149,758 Direct	+41.87%	Acquired	(price as of 2026-08-21)
July 1, 2022	HRB	F	30	$36.77	$1,103	105,560 Direct	-0.03%	Disposed	42.7% (price as of 2026-08-21)
June 30, 2022	HRB	F	3,840	$35.32	$135,629	105,322 Direct	-3.52%	Disposed	48.6% (price as of 2026-08-21)
Aug. 31, 2021	HRB	A	20,696	—	—	108,044 Direct	+23.69%	Acquired	(price as of 2026-08-21)
July 16, 2021	HRB	A	32,100	—	—	101,714 Direct	+46.11%	Acquired	(price as of 2026-08-21)
July 16, 2021	HRB	F	14,366	$23.48	$337,314	87,348 Direct	-14.12%	Disposed	123.5% (price as of 2026-08-21)
July 2, 2021	HRB	F	40	$23.78	$951	69,614 Direct	-0.06%	Disposed	120.7% (price as of 2026-08-21)
June 30, 2021	HRB	F	5,175	$23.48	$121,509	69,376 Direct	-6.94%	Disposed	123.5% (price as of 2026-08-21)
July 28, 2020	HRB	F	1,740	$14.28	$24,847	73,490 Direct	-2.31%	Disposed	267.5% (price as of 2026-08-21)
July 27, 2020	HRB	A	3,818	—	—	75,230 Direct	+5.35%	Acquired	(price as of 2026-08-21)
July 2, 2020	HRB	F	43	$14.00	$602	71,412 Direct	-0.06%	Disposed	274.9% (price as of 2026-08-21)
June 30, 2020	HRB	A	15,407	—	—	74,715 Direct	+25.98%	Acquired	(price as of 2026-08-21)
June 30, 2020	HRB	F	3,545	$14.28	$50,623	71,170 Direct	-4.74%	Disposed	267.5% (price as of 2026-08-21)
July 19, 2019	HRB	F	9,583	$29.30	$280,782	58,730 Direct	-14.03%	Disposed	79.1% (price as of 2026-08-21)
July 18, 2019	HRB	A	20,944	—	—	68,313 Direct	+44.21%	Acquired	(price as of 2026-08-21)
July 2, 2019	HRB	F	19	$28.96	$550	47,369 Direct	-0.04%	Disposed	81.2% (price as of 2026-08-21)
June 30, 2019	HRB	A	8,275	—	—	47,262 Direct	+21.23%	Acquired	(price as of 2026-08-21)
June 28, 2019	HRB	F	2,927	$29.30	$85,761	38,987 Direct	-6.98%	Disposed	79.1% (price as of 2026-08-21)
July 20, 2018	HRB	F	1,177	$22.78	$26,812	41,527 Direct	-2.76%	Disposed	130.4% (price as of 2026-08-21)
July 19, 2018	HRB	A	2,561	—	—	42,704 Direct	+6.38%	Acquired	(price as of 2026-08-21)
July 3, 2018	HRB	F	16	$23.28	$372	40,143 Direct	-0.04%	Disposed	125.4% (price as of 2026-08-21)
June 30, 2018	HRB	A	7,902	—	—	40,055 Direct	+24.58%	Acquired	(price as of 2026-08-21)
June 29, 2018	HRB	F	2,145	$22.78	$48,863	32,153 Direct	-6.25%	Disposed	130.4% (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.

Initial ownership (Form 3) 1 holding

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

Date	Ticker	Security	Shares	Ownership
May 10, 2018	HRB	Common Stock [F1]	34,298	Direct

Compensation (DEF 14A)

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

HRB

Former President, Global Consumer Tax and Service Delivery(6)

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2023	$622,418	—	$1,700,036	—	$541,163	—	$1,828,340	$4,691,957
2022	$601,649	—	$1,516,688	—	$1,260,493	—	$18,231	$3,397,061
2021	$551,511	—	$1,100,018	—	$917,235	—	$16,416	$2,585,180

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