Phil Mazzini

Insider

First SEC filing: Sept. 10, 2010 · Latest: Sept. 10, 2010

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.

Insider at

HRB buying Sept. 14, 2011

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 23 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

23 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
April 30, 2012	HRB	A	10	$12.98	$130	2,429 Direct	+0.41%	Acquired	309.0% (price as of 2026-08-20)
April 13, 2012	HRB	A	8	$14.84	$119	2,419 Direct	+0.33%	Acquired	257.7% (price as of 2026-08-20)
April 2, 2012	HRB	A	163	$14.68	$2,393	2,410 Direct	+7.25%	Acquired	261.6% (price as of 2026-08-20)
March 30, 2012	HRB	A	9	$14.49	$130	2,221 Direct	+0.41%	Acquired	266.4% (price as of 2026-08-20)
March 19, 2012	HRB	A	8	$14.73	$118	2,213 Direct	+0.36%	Acquired	260.4% (price as of 2026-08-20)
Feb. 29, 2012	HRB	A	8	$14.35	$115	2,204 Direct	+0.36%	Acquired	270.0% (price as of 2026-08-20)
Feb. 15, 2012	HRB	A	8	$14.19	$114	2,197 Direct	+0.37%	Acquired	274.1% (price as of 2026-08-20)
Jan. 31, 2012	HRB	A	8	$14.41	$115	2,189 Direct	+0.37%	Acquired	268.4% (price as of 2026-08-20)
Jan. 13, 2012	HRB	A	8	$14.44	$116	2,181 Direct	+0.37%	Acquired	267.7% (price as of 2026-08-20)
Dec. 30, 2011	HRB	A	13	$14.38	$187	2,148 Direct	+0.61%	Acquired	269.2% (price as of 2026-08-20)
Dec. 15, 2011	HRB	A	14	$13.55	$190	2,135 Direct	+0.66%	Acquired	291.8% (price as of 2026-08-20)
Nov. 30, 2011	HRB	A	13	$13.89	$181	2,122 Direct	+0.62%	Acquired	282.2% (price as of 2026-08-20)
Nov. 15, 2011	HRB	A	13	$14.05	$183	2,109 Direct	+0.62%	Acquired	277.9% (price as of 2026-08-20)
Oct. 31, 2011	HRB	A	14	$13.51	$189	2,096 Direct	+0.67%	Acquired	293.0% (price as of 2026-08-20)
Oct. 14, 2011	HRB	A	14	$13.15	$184	2,082 Direct	+0.68%	Acquired	303.7% (price as of 2026-08-20)
Sept. 30, 2011	HRB	F	578	$13.31	$7,693	26,307 Direct	-2.15%	Disposed	298.9% (price as of 2026-08-20)
Sept. 14, 2011	HRB	P	2,068	$12.09	$25,002	2,068 Direct	—	Acquired	339.1% (price as of 2026-08-20)
Sept. 2, 2011	HRB	F	202	$13.41	$2,709	26,885 Direct	-0.75%	Disposed	295.9% (price as of 2026-08-20)
July 1, 2011	HRB	F	209	$16.31	$3,409	26,554 Direct	-0.78%	Disposed	225.5% (price as of 2026-08-20)
June 30, 2011	HRB	A	108,025	—	—	108,025 Direct	—	Acquired	(price as of 2026-08-20)
June 30, 2011	HRB	A	8,730	—	—	26,763 Direct	+48.41%	Acquired	(price as of 2026-08-20)
Oct. 1, 2010	HRB	A	88,155	—	—	88,155 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 1, 2010	HRB	A	6,355	$12.59	$80,009	17,566 Direct	+56.69%	Acquired	321.7% (price as of 2026-08-20)
Oct. 1, 2010	HRB	A	88,155	—	—	88,155 Direct	—	Acquired	(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
April 30, 2012	HRB	Phantom Stock (DCP)	Common Stock (10)	—	—	10	Acquired
April 13, 2012	HRB	Phantom Stock (DCP)	Common Stock (8)	—	—	8	Acquired
April 2, 2012	HRB	Phantom Stock (DCP)	Common Stock (163)	—	—	163	Acquired
March 30, 2012	HRB	Phantom Stock (DCP)	Common Stock (9)	—	—	9	Acquired
March 19, 2012	HRB	Phantom Stock (DCP)	Common Stock (8)	—	—	8	Acquired
Feb. 29, 2012	HRB	Phantom Stock (DCP)	Common Stock (8)	—	—	8	Acquired
Feb. 15, 2012	HRB	Phantom Stock (DCP)	Common Stock (8)	—	—	8	Acquired
Jan. 31, 2012	HRB	Phantom Stock (DCP)	Common Stock (8)	—	—	8	Acquired
Jan. 13, 2012	HRB	Phantom Stock (DCP)	Common Stock (8)	—	—	8	Acquired
Dec. 30, 2011	HRB	Phantom Stock (DCP)	Common Stock (13)	—	—	13	Acquired
Dec. 15, 2011	HRB	Phantom Stock (DCP)	Common Stock (14)	—	—	14	Acquired
Nov. 30, 2011	HRB	Phantom Stock (DCP)	Common Stock (13)	—	—	13	Acquired
Nov. 15, 2011	HRB	Phantom Stock (DCP)	Common Stock (13)	—	—	13	Acquired
Oct. 31, 2011	HRB	Phantom Stock (DCP)	Common Stock (14)	—	—	14	Acquired
Oct. 14, 2011	HRB	Phantom Stock (DCP)	Common Stock (14)	—	—	14	Acquired
Sept. 14, 2011	HRB	Phantom Stock (DCP)	Common Stock (2,068)	—	—	2,068	Acquired
June 30, 2011	HRB	Call Option to Purchase	Common Stock (108,025)	$16.04	June 30, 2021	108,025	Acquired
Oct. 1, 2010	HRB	Call Option to Purchase	Common Stock (88,155)	—	Oct. 1, 2020	88,155	Acquired
Oct. 1, 2010	HRB	Call Option to Purchase	Common Stock (88,155)	$14.52	Oct. 1, 2020	88,155	Acquired

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

Initial ownership (Form 3) 8 holdings

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

Date	Ticker	Security	Shares	Ownership
Sept. 10, 2010	HRB	Common Stock	11,211	Direct
Sept. 10, 2010	HRB	Call Option to Purchase→ Common Stock (40,000)	40,000	Direct
Sept. 10, 2010	HRB	Call Option to Purchase→ Common Stock (10,535)	10,535	Direct
Sept. 10, 2010	HRB	Call Option to Purchase→ Common Stock (8,950)	8,950	Direct
Sept. 10, 2010	HRB	Call Option to Purchase→ Common Stock (2,000)	2,000	Direct
Sept. 10, 2010	HRB	Call Option to Purchase→ Common Stock (5,795)	5,795	Direct
Sept. 10, 2010	HRB	Call Option to Purchase→ Common Stock (9,380)	9,380	Direct
Sept. 10, 2010	HRB	Call Option to Purchase→ Common Stock (3,540)	3,540	Direct