Kellie J Logerwell

Insider

First SEC filing: July 6, 2016 · Latest: July 6, 2016

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. 16, 2024

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 44 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

44 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Aug. 31, 2025	HRB	A	2,086	—	—	25,073 Direct	+9.07%	Acquired	(price as of 2026-08-20)
Aug. 31, 2025	HRB	F	2,947	$50.35	$148,381	22,126 Direct	-11.75%	Disposed	5.4% (price as of 2026-08-20)
Aug. 13, 2025	HRB	A	4,409	—	—	22,987 Direct	+23.73%	Acquired	(price as of 2026-08-20)
Sept. 16, 2024	HRB	S	8,000	$64.41	$515,280	18,474 Direct	-30.22%	Disposed	-17.6% (price as of 2026-08-20)
Aug. 31, 2024	HRB	A	1,604	—	—	34,667 Direct	+4.85%	Acquired	(price as of 2026-08-20)
Aug. 31, 2024	HRB	F	8,193	$63.31	$518,699	26,474 Direct	-23.63%	Disposed	-16.1% (price as of 2026-08-20)
Aug. 19, 2024	HRB	S	9,846	$65.00	$639,990	25,028 Direct	-28.23%	Disposed	-18.3% (price as of 2026-08-20)
Aug. 14, 2024	HRB	A	15,036	—	—	42,909 Direct	+53.94%	Acquired	(price as of 2026-08-20)
Aug. 14, 2024	HRB	A	7,001	—	—	34,874 Direct	+25.12%	Acquired	(price as of 2026-08-20)
Sept. 11, 2023	HRB	S	8,000	$39.61	$316,880	27,721 Direct	-22.40%	Disposed	34.0% (price as of 2026-08-20)
Aug. 31, 2023	HRB	A	2,452	—	—	36,719 Direct	+7.16%	Acquired	(price as of 2026-08-20)
Aug. 31, 2023	HRB	F	998	$39.98	$39,900	35,721 Direct	-2.72%	Disposed	32.8% (price as of 2026-08-20)
July 19, 2023	HRB	A	26,353	—	—	46,206 Direct	+132.74%	Acquired	(price as of 2026-08-20)
July 19, 2023	HRB	F	11,939	$33.61	$401,270	34,267 Direct	-25.84%	Disposed	58.0% (price as of 2026-08-20)
July 7, 2023	HRB	F	6	$31.10	$187	19,853 Direct	-0.03%	Disposed	70.7% (price as of 2026-08-20)
June 30, 2023	HRB	F	617	$31.87	$19,664	19,798 Direct	-3.02%	Disposed	66.6% (price as of 2026-08-20)
Aug. 31, 2022	HRB	A	2,100	—	—	20,891 Direct	+11.18%	Acquired	(price as of 2026-08-20)
Aug. 31, 2022	HRB	F	610	$45.00	$27,450	20,281 Direct	-2.92%	Disposed	18.0% (price as of 2026-08-20)
Aug. 18, 2022	HRB	S	6,500	$48.76	$316,940	18,791 Direct	-25.70%	Disposed	8.9% (price as of 2026-08-20)
Aug. 12, 2022	HRB	F	4,537	$35.32	$160,247	25,291 Direct	-15.21%	Disposed	50.3% (price as of 2026-08-20)
Aug. 11, 2022	HRB	A	10,048	—	—	29,828 Direct	+50.80%	Acquired	(price as of 2026-08-20)
July 1, 2022	HRB	F	8	$36.77	$294	19,780 Direct	-0.04%	Disposed	44.4% (price as of 2026-08-20)
June 30, 2022	HRB	F	875	$35.32	$30,905	19,731 Direct	-4.25%	Disposed	50.3% (price as of 2026-08-20)
Aug. 31, 2021	HRB	A	4,140	—	—	20,370 Direct	+25.51%	Acquired	(price as of 2026-08-20)
July 16, 2021	HRB	A	8,919	—	—	20,275 Direct	+78.54%	Acquired	(price as of 2026-08-20)
July 16, 2021	HRB	F	4,045	$23.48	$94,977	16,230 Direct	-19.95%	Disposed	126.1% (price as of 2026-08-20)
July 2, 2021	HRB	F	10	$23.78	$238	11,356 Direct	-0.09%	Disposed	123.3% (price as of 2026-08-20)
June 30, 2021	HRB	F	1,260	$23.48	$29,585	11,298 Direct	-10.03%	Disposed	126.1% (price as of 2026-08-20)
July 28, 2020	HRB	F	470	$14.28	$6,712	12,309 Direct	-3.68%	Disposed	271.8% (price as of 2026-08-20)
July 27, 2020	HRB	A	1,194	—	—	12,779 Direct	+10.31%	Acquired	(price as of 2026-08-20)
July 2, 2020	HRB	F	14	$14.00	$196	11,585 Direct	-0.12%	Disposed	279.2% (price as of 2026-08-20)
June 30, 2020	HRB	A	3,502	—	—	12,488 Direct	+38.97%	Acquired	(price as of 2026-08-20)
June 30, 2020	HRB	F	965	$14.28	$13,780	11,523 Direct	-7.73%	Disposed	271.8% (price as of 2026-08-20)
July 19, 2019	HRB	F	3,087	$29.30	$90,449	8,836 Direct	-25.89%	Disposed	81.2% (price as of 2026-08-20)
July 18, 2019	HRB	A	6,982	—	—	11,923 Direct	+141.31%	Acquired	(price as of 2026-08-20)
July 2, 2019	HRB	F	6	$28.96	$174	7,941 Direct	-0.08%	Disposed	83.3% (price as of 2026-08-20)
July 2, 2019	HRB	S	3,000	$28.68	$86,040	4,941 Direct	-37.78%	Disposed	85.1% (price as of 2026-08-20)
June 30, 2019	HRB	A	1,959	—	—	7,909 Direct	+32.92%	Acquired	(price as of 2026-08-20)
June 28, 2019	HRB	F	862	$29.30	$25,257	5,950 Direct	-12.65%	Disposed	81.2% (price as of 2026-08-20)
July 20, 2018	HRB	F	577	$22.78	$13,144	6,697 Direct	-7.93%	Disposed	133.1% (price as of 2026-08-20)
July 19, 2018	HRB	A	1,317	—	—	7,274 Direct	+22.11%	Acquired	(price as of 2026-08-20)
July 3, 2018	HRB	F	6	$23.28	$140	5,957 Direct	-0.10%	Disposed	128.0% (price as of 2026-08-20)
June 30, 2018	HRB	A	2,195	—	—	5,928 Direct	+58.80%	Acquired	(price as of 2026-08-20)
June 29, 2018	HRB	F	755	$22.78	$17,199	3,733 Direct	-16.82%	Disposed	133.1% (price as of 2026-08-20)
July 14, 2017	HRB	S	800	$30.71	$24,568	4,410 Direct	-15.36%	Disposed	72.9% (price as of 2026-08-20)
July 3, 2017	HRB	F	6	$31.04	$186	5,209 Direct	-0.12%	Disposed	71.0% (price as of 2026-08-20)
June 30, 2017	HRB	A	1,618	—	—	5,967 Direct	+37.20%	Acquired	(price as of 2026-08-20)
June 30, 2017	HRB	F	793	$30.91	$24,512	5,174 Direct	-13.29%	Disposed	71.8% (price as of 2026-08-20)
July 18, 2016	HRB	A	1,673	—	—	4,254 Direct	+64.82%	Acquired	(price as of 2026-08-20)
July 1, 2016	HRB	F	2	$23.38	$47	2,581 Direct	-0.08%	Disposed	127.1% (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.

Initial ownership (Form 3) 1 holding

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

Date	Ticker	Security	Shares	Ownership
July 6, 2016	HRB	Common Stock [F1]	2,582	Direct

Compensation (DEF 14A)

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

HRB

Vice President and Chief Accounting Officer

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2024	$290,355	—	$280,043	—	$165,477	—	$18,037	$753,912
2023	$280,088	—	$270,020	—	$135,291	—	$16,822	$702,221
2022	$270,110	—	$303,369	—	$315,123	—	$17,678	$906,280

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