Marc West
Insider
First SEC filing: Sept. 18, 2007 · Latest: Sept. 18, 2007
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 4, 2008 | HRB | S | 5,000 | $21.55 | $107,750 | 1,961 Direct | -71.83% | Disposed | 97.8% (price as of 2026-10-05) |
| April 4, 2008 | HRB | S | 4,317 | $21.54 | $92,988 | 6,961 Direct | -38.28% | Disposed | 97.9% (price as of 2026-10-05) |
| April 4, 2008 | HRB | S | 3,200 | $21.58 | $69,056 | 11,278 Direct | -22.10% | Disposed | 97.6% (price as of 2026-10-05) |
| April 4, 2008 | HRB | S | 2,500 | $21.59 | $53,975 | 14,478 Direct | -14.72% | Disposed | 97.5% (price as of 2026-10-05) |
| April 4, 2008 | HRB | S | 500 | $21.60 | $10,800 | 16,978 Direct | -2.86% | Disposed | 97.4% (price as of 2026-10-05) |
| April 4, 2008 | HRB | S | 200 | $21.57 | $4,314 | 17,478 Direct | -1.13% | Disposed | 97.7% (price as of 2026-10-05) |
| April 1, 2008 | HRB | S | 626 | $20.95 | $13,115 | 322 Indirect | -66.03% | Disposed | 103.5% (price as of 2026-10-05) |
| April 1, 2008 | HRB | S | 3,800 | $20.95 | $79,610 | 0 Indirect | -100.00% | Disposed | 103.5% (price as of 2026-10-05) |
| Jan. 8, 2008 | HRB | A | 1 | $18.61 | $19 | 165 Direct | +0.61% | Acquired | 129.1% (price as of 2026-10-05) |
| Oct. 1, 2007 | HRB | A | 1 | $21.71 | $22 | 164 Direct | +0.61% | Acquired | 96.4% (price as of 2026-10-05) |
| Aug. 4, 2005 | HRB | P | 1,600 | $56.39 | $90,224 | 12,900 Direct | +14.16% | Acquired | 51.2% (price as of 2026-10-05) |
| Aug. 4, 2005 | HRB | P | 300 | $56.37 | $16,911 | 11,300 Direct | +2.73% | Acquired | 51.3% (price as of 2026-10-05) |
| June 30, 2005 | HRB | A | 2,000 | $58.35 | $116,700 | 11,000 Direct | +22.22% | Acquired | 46.1% (price as of 2026-10-05) |
| June 30, 2005 | HRB | A | 24,000 | · | · | 24,000 Direct | · | Acquired | (price as of 2026-10-05) |
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 | $58.35 | June 30, 2015 | 24,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 10 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Sept. 18, 2007 | HRB | Common Stock, without par value | 17,677 | Direct |
| Sept. 18, 2007 | HRB | Common Stock, without par value | 942 | Indirect |
| Sept. 18, 2007 | HRB | Common Stock, without par value | 3,800 | Indirect |
| Sept. 18, 2007 | HRB | Phantom Stock [F1] | 162 | Direct |
| Sept. 18, 2007 | HRB | Call Option to Purchase | 60,000 | Direct |
| Sept. 18, 2007 | HRB | Call Option to Purchase | 48,000 | Direct |
| Sept. 18, 2007 | HRB | Call Option to Purchase | 80,000 | Direct |
| Sept. 18, 2007 | HRB | Call Option to Purchase | 100,000 | Direct |
| Sept. 23, 2004 | HRB | Common Stock, without par value | 9,000 | Direct |
| Sept. 23, 2004 | HRB | Call Option to Purchase | 30,000 | Direct |