Kenneth G Baum
CIK 1201393 · View on SEC EDGAR ↗
Insider
First SEC filing: July 5, 2005 · Latest: July 5, 2005
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 16 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 |
|---|---|---|---|---|---|---|---|---|---|
| July 1, 2005 | HRB | J | 25 | $58.38 | $1,460 | 10,589 Direct | +0.24% | Acquired | 81.9% (price as of 2026-08-20) |
| June 30, 2005 | HRB | A | 4,000 | — | — | 4,000 Direct | — | Acquired | (price as of 2026-08-20) |
| June 9, 2005 | HRB | M | 4,000 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-20) |
| June 9, 2005 | HRB | M | 4,000 | $20.50 | $82,000 | 10,564 Direct | +60.94% | Acquired | 418.0% (price as of 2026-08-20) |
| April 1, 2005 | HRB | J | 29 | $50.70 | $1,470 | 6,564 Direct | +0.44% | Acquired | 109.4% (price as of 2026-08-20) |
| Jan. 3, 2005 | HRB | J | 30 | $49.01 | $1,470 | 10,535 Direct | +0.29% | Acquired | 116.6% (price as of 2026-08-20) |
| Oct. 1, 2004 | HRB | J | 29 | $50.12 | $1,453 | 10,505 Direct | +0.28% | Acquired | 111.9% (price as of 2026-08-20) |
| July 1, 2004 | HRB | J | 28 | $47.68 | $1,335 | 10,476 Direct | +0.27% | Acquired | 122.7% (price as of 2026-08-20) |
| June 30, 2004 | HRB | A | 4,000 | — | — | 4,000 Direct | — | Acquired | (price as of 2026-08-20) |
| June 14, 2004 | HRB | M | 4,000 | $19.62 | $78,480 | 193,600 Indirect | +2.11% | Acquired | 441.2% (price as of 2026-08-20) |
| June 14, 2004 | HRB | M | 4,000 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-20) |
| June 14, 2004 | HRB | M | 4,000 | — | — | 0 Direct | -100.00% | Disposed | (price as of 2026-08-20) |
| June 14, 2004 | HRB | M | 4,000 | $19.62 | $78,480 | 10,448 Direct | +62.03% | Acquired | 441.2% (price as of 2026-08-20) |
| April 1, 2004 | HRB | J | 27 | $48.75 | $1,316 | 6,448 Direct | +0.42% | Acquired | 117.8% (price as of 2026-08-20) |
| Jan. 2, 2004 | HRB | J | 23 | $55.75 | $1,282 | 6,421 Direct | +0.36% | Acquired | 90.5% (price as of 2026-08-20) |
| Oct. 1, 2003 | HRB | J | 30 | $42.92 | $1,288 | 6,398 Direct | +0.47% | Acquired | 147.4% (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.
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 |
|---|---|---|---|---|---|---|---|
| June 30, 2005 | HRB | Call Option to Purchase | Common Stock, without par value (4,000) | $58.35 | June 30, 2015 | 4,000 | Acquired |
| June 9, 2005 | HRB | Call Option to Purchase | Common Stock, without par value (4,000) | $20.50 | June 30, 2005 | 4,000 | Disposed |
| June 30, 2004 | HRB | Call Option to Purchase | Common Stock, without par value (4,000) | $47.68 | June 30, 2014 | 4,000 | Acquired |
| June 14, 2004 | HRB | Call Option to Purchase | Common Stock, without par value (4,000) | $19.62 | June 30, 2004 | 4,000 | Disposed |
| June 14, 2004 | HRB | Call Option to Purchase | Common Stock, without par value (4,000) | $19.62 | June 30, 2004 | 4,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).