Roger W Hale

Insider

First SEC filing: Oct. 3, 2007 · Latest: Oct. 3, 2007

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.

Insider at

HRB selling July 1, 2008

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 38 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

38 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
July 1, 2008	HRB	M	12,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
July 1, 2008	HRB	S	12,000	$21.55	$258,600	66,301 Direct	-15.33%	Disposed	146.4% (price as of 2026-08-20)
July 1, 2008	HRB	M	12,000	$12.50	$150,000	78,301 Direct	+18.10%	Acquired	324.7% (price as of 2026-08-20)
June 23, 2008	HRB	M	8,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 23, 2008	HRB	M	8,000	$10.53	$84,240	66,263 Direct	+13.73%	Acquired	404.2% (price as of 2026-08-20)
Jan. 2, 2008	HRB	A	43	$18.43	$792	58,225 Direct	+0.07%	Acquired	188.1% (price as of 2026-08-20)
Oct. 1, 2007	HRB	A	36	$21.69	$781	58,182 Direct	+0.06%	Acquired	144.8% (price as of 2026-08-20)
July 2, 2007	HRB	A	32	$23.17	$741	58,146 Direct	+0.06%	Acquired	129.1% (price as of 2026-08-20)
June 30, 2007	HRB	A	8,000	—	—	8,000 Direct	—	Acquired	(price as of 2026-08-20)
June 22, 2007	HRB	M	12,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 22, 2007	HRB	M	8,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 22, 2007	HRB	S	20,000	$22.50	$450,000	58,114 Direct	-25.60%	Disposed	136.0% (price as of 2026-08-20)
June 22, 2007	HRB	M	12,000	$8.09	$97,080	78,114 Direct	+18.15%	Acquired	556.2% (price as of 2026-08-20)
June 22, 2007	HRB	M	8,000	$8.06	$64,480	66,114 Direct	+13.77%	Acquired	558.7% (price as of 2026-08-20)
April 2, 2007	HRB	J	35	$21.18	$741	58,114 Direct	+0.06%	Acquired	150.7% (price as of 2026-08-20)
Jan. 2, 2007	HRB	J	32	$23.10	$739	58,079 Direct	+0.06%	Acquired	129.8% (price as of 2026-08-20)
Oct. 2, 2006	HRB	J	34	$21.55	$733	58,047 Direct	+0.06%	Acquired	146.4% (price as of 2026-08-20)
July 3, 2006	HRB	J	28	$23.92	$670	58,013 Direct	+0.05%	Acquired	121.9% (price as of 2026-08-20)
June 30, 2006	HRB	A	8,000	—	—	8,000 Direct	—	Acquired	(price as of 2026-08-20)
June 28, 2006	HRB	M	8,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 28, 2006	HRB	M	8,000	$8.19	$65,520	57,985 Direct	+16.00%	Acquired	548.2% (price as of 2026-08-20)
April 3, 2006	HRB	J	31	$21.84	$677	49,985 Direct	+0.06%	Acquired	143.1% (price as of 2026-08-20)
Jan. 3, 2006	HRB	J	27	$24.30	$656	49,954 Direct	+0.05%	Acquired	118.5% (price as of 2026-08-20)
Oct. 3, 2005	HRB	J	28	$23.94	$670	49,927 Direct	+0.06%	Acquired	121.8% (price as of 2026-08-20)
July 1, 2005	HRB	J	10	$58.38	$584	24,950 Direct	+0.04%	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 29, 2005	HRB	M	4,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 29, 2005	HRB	M	4,000	$20.50	$82,000	24,940 Direct	+19.10%	Acquired	418.0% (price as of 2026-08-20)
April 1, 2005	HRB	J	12	$50.70	$608	20,178 Direct	+0.06%	Acquired	109.4% (price as of 2026-08-20)
Jan. 3, 2005	HRB	J	12	$49.01	$588	20,166 Direct	+0.06%	Acquired	116.6% (price as of 2026-08-20)
Oct. 1, 2004	HRB	J	12	$50.12	$601	20,154 Direct	+0.06%	Acquired	111.9% (price as of 2026-08-20)
July 1, 2004	HRB	J	11	$47.68	$524	20,142 Direct	+0.05%	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 18, 2004	HRB	M	4,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 18, 2004	HRB	M	4,000	$19.62	$78,480	20,131 Direct	+24.80%	Acquired	441.2% (price as of 2026-08-20)
June 18, 2004	HRB	M	600	—	—	3,400 Direct	-15.00%	Disposed	(price as of 2026-08-20)
June 18, 2004	HRB	M	600	$19.62	$11,772	16,731 Direct	+3.72%	Acquired	441.2% (price as of 2026-08-20)
April 1, 2004	HRB	J	11	$48.75	$536	16,131 Direct	+0.07%	Acquired	117.8% (price as of 2026-08-20)
Jan. 2, 2004	HRB	J	10	$55.75	$558	16,120 Direct	+0.06%	Acquired	90.5% (price as of 2026-08-20)
Oct. 1, 2003	HRB	J	12	$42.92	$515	16,110 Direct	+0.07%	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
July 1, 2008	HRB	Call Option to Purchase	Common Stock (12,000)	$12.50	June 30, 2009	12,000	Disposed
June 23, 2008	HRB	Call Option to Purchase	Common Stock (8,000)	$10.53	June 30, 2008	8,000	Disposed
June 30, 2007	HRB	Call Option to Purchase	Common Stock, without par value (8,000)	$23.37	June 30, 2017	8,000	Acquired
June 22, 2007	HRB	Call Option to Purchase	Common Stock, without par value (12,000)	$8.09	June 30, 2010	12,000	Disposed
June 22, 2007	HRB	Call Option to Purchase	Common Stock, without par value (8,000)	$8.06	June 30, 2007	8,000	Disposed
June 30, 2006	HRB	Call Option to Purchase	Common Stock, without par value (8,000)	$23.86	June 30, 2016	8,000	Acquired
June 28, 2006	HRB	Call Option to Purchase	Common Stock, without par value (8,000)	$8.19	June 30, 2006	8,000	Disposed
June 30, 2005	HRB	Call Option to Purchase	Common Stock, without par value (4,000)	$58.35	June 30, 2015	4,000	Acquired
June 29, 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 18, 2004	HRB	Call Option to Purchase	Common Stock, without par value (4,000)	$19.62	June 30, 2004	4,000	Disposed
June 18, 2004	HRB	Call Option to Purchase	Common Stock, without par value (600)	$19.62	June 30, 2004	600	Disposed

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