Thomas A Allanson — SEC Insider Profile, Roles & Companies

Insider at

HRB selling July 30, 2008 INTU selling Jan. 2, 2004

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 26 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

26 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
July 30, 2008	HRB	M	33,113	·	·	16,557 Direct	-66.67%	Disposed	(price as of 2026-10-02)
July 30, 2008	HRB	M	66,666	·	·	133,334 Direct	-33.33%	Disposed	(price as of 2026-10-02)
July 30, 2008	HRB	S	99,579	$24.00	$2,389,896	12,584 Direct	-88.78%	Disposed	73.7% (price as of 2026-10-02)
July 30, 2008	HRB	S	200	$24.02	$4,804	112,163 Direct	-0.18%	Disposed	73.5% (price as of 2026-10-02)
July 30, 2008	HRB	M	33,113	$23.86	$790,076	112,363 Direct	+41.78%	Acquired	74.7% (price as of 2026-10-02)
July 30, 2008	HRB	M	66,666	$23.37	$1,557,984	79,250 Direct	+529.77%	Acquired	78.3% (price as of 2026-10-02)
July 12, 2008	HRB	F	2,260	$22.48	$50,805	12,584 Direct	-15.23%	Disposed	85.4% (price as of 2026-10-02)
July 7, 2008	HRB	F	268	$22.75	$6,097	14,844 Direct	-1.77%	Disposed	83.2% (price as of 2026-10-02)
July 3, 2008	HRB	A	134,961	·	·	134,961 Direct	·	Acquired	(price as of 2026-10-02)
April 4, 2008	HRB	S	2,500	$21.49	$53,725	15,112 Direct	-14.19%	Disposed	94.0% (price as of 2026-10-02)
Feb. 2, 2004	INTU	M	8	·	·	0 Direct	-100.00%	Disposed	(price as of 2026-10-02)
Feb. 2, 2004	INTU	M	30	·	·	0 Direct	-100.00%	Disposed	(price as of 2026-10-02)
Feb. 2, 2004	INTU	F	3	$49.13	$147	2,019 Direct	-0.15%	Disposed	1044.2% (price as of 2026-10-02)
Feb. 2, 2004	INTU	M	8	·	·	2,022 Direct	+0.40%	Acquired	(price as of 2026-10-02)
Feb. 2, 2004	INTU	F	11	$49.13	$540	2,014 Direct	-0.54%	Disposed	1044.2% (price as of 2026-10-02)
Feb. 2, 2004	INTU	M	30	·	·	2,025 Direct	+1.50%	Acquired	(price as of 2026-10-02)
Jan. 2, 2004	INTU	M	None	$44.32	·	2,995 Direct	·	Acquired	1168.4% (price as of 2026-10-02)
Jan. 2, 2004	INTU		10,592	$52.20	$552,902	1,995 Direct	-84.15%	Disposed	976.9% (price as of 2026-10-02)
Jan. 2, 2004	INTU	M	10,592	$44.32	$469,437	12,587 Direct	+530.93%	Acquired	1168.4% (price as of 2026-10-02)
Jan. 2, 2004	INTU	S	14,165	$52.20	$739,413	1,995 Direct	-87.65%	Disposed	976.9% (price as of 2026-10-02)
Jan. 2, 2004	INTU	M	14,165	$43.98	$622,977	16,160 Direct	+710.03%	Acquired	1178.2% (price as of 2026-10-02)
Dec. 29, 2003	INTU	M	33,333	·	·	16,667 Direct	-66.67%	Disposed	(price as of 2026-10-02)
Dec. 29, 2003	INTU	M	1,666	·	·	13,334 Direct	-11.11%	Disposed	(price as of 2026-10-02)
Dec. 29, 2003	INTU	S	33,333	$52.75	$1,758,316	1,995 Direct	-94.35%	Disposed	965.7% (price as of 2026-10-02)
Dec. 29, 2003	INTU	M	33,333	$29.38	$979,324	35,328 Direct	+1670.83%	Acquired	1813.4% (price as of 2026-10-02)
Dec. 29, 2003	INTU	S	1,666	$52.75	$87,882	1,995 Direct	-45.51%	Disposed	965.7% (price as of 2026-10-02)
Dec. 29, 2003	INTU	M	1,666	$46.25	$77,052	3,661 Direct	+83.51%	Acquired	1115.5% (price as of 2026-10-02)
Dec. 15, 2003	INTU	A	1	·	·	1 Direct	·	Acquired	(price as of 2026-10-02)
Dec. 10, 2003	INTU	S	1,700	$52.02	$88,434	1,992 Direct	-46.05%	Disposed	980.7% (price as of 2026-10-02)
Dec. 10, 2003	INTU	M	None	$46.25	·	3,692 Direct	·	Acquired	1115.5% (price as of 2026-10-02)
Dec. 10, 2003	INTU	S	1,500	$52.01	$78,015	1,992 Direct	-42.96%	Disposed	980.9% (price as of 2026-10-02)
Dec. 10, 2003	INTU	M	1,500	$46.25	$69,375	3,492 Direct	+75.30%	Acquired	1115.5% (price as of 2026-10-02)
Dec. 10, 2003	INTU	S	11,992	$52.00	$623,584	1,992 Direct	-85.76%	Disposed	981.1% (price as of 2026-10-02)
Dec. 10, 2003	INTU	M	11,992	$46.25	$554,630	13,984 Direct	+602.01%	Acquired	1115.5% (price as of 2026-10-02)
Sept. 15, 2003	INTU	A	104	·	·	104 Direct	·	Acquired	(price as of 2026-10-02)

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 30, 2008	HRB	Call Option to Purchase	Common Stock (33,113)	$23.86	June 30, 2016	33,113	Disposed
July 30, 2008	HRB	Call Option to Purchase	Common Stock (66,666)	$23.37	June 30, 2017	66,666	Disposed
July 3, 2008	HRB	Call Option to Purchase	Common Stock (134,961)	$21.81	July 3, 2018	134,961	Acquired
Feb. 2, 2004	INTU	Matching Unit Stock Bonus Award	Common Stock (8)	$0.00	Feb. 2, 2004	8	Disposed
Feb. 2, 2004	INTU	Matching Unit Stock Bonus Award	Common Stock (30)	$0.00	Feb. 2, 2004	30	Disposed
Dec. 29, 2003	INTU	·	Common Stock (33,333)	$29.38	April 24, 2011	33,333	Disposed
Dec. 29, 2003	INTU	Employee Non-Qualified Stock Option (right to buy)	Common Stock (1,666)	$46.25	Aug. 21, 2010	1,666	Disposed
Dec. 15, 2003	INTU	Matching Unit Stock Bonus Award	Common Stock (1)	·	·	1	Acquired
Sept. 15, 2003	INTU	Matching Unit Stock Bonus Award	·	·	·	104	Acquired

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

Initial ownership (Form 3) 4 holdings

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

Date	Ticker	Security	Shares	Ownership
Sept. 25, 2007	HRB	Common Stock, without par value	17,612	Direct
Sept. 25, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (20,000)	20,000	Direct
Sept. 25, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (49,670)	49,670	Direct
Sept. 25, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (200,000)	200,000	Direct