Thomas A Allanson
CIK 1188890 · View on SEC EDGAR ↗
First SEC filing: Sept. 25, 2007 · Latest: Sept. 25, 2007
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Insider transactions
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 |
|---|---|---|---|---|---|---|---|---|---|
| July 30, 2008 | HRB | S | 99,579 | $24.00 | $2,389,896 | 12,584 Direct | -88.78% | Disposed | 118.4% (price as of 2026-08-19) |
| July 30, 2008 | HRB | S | 200 | $24.02 | $4,804 | 112,163 Direct | -0.18% | Disposed | 118.2% (price as of 2026-08-19) |
| April 4, 2008 | HRB | S | 2,500 | $21.49 | $53,725 | 15,112 Direct | -14.19% | Disposed | 143.9% (price as of 2026-08-19) |
| Jan. 2, 2004 | INTU | S | 14,165 | $52.20 | $739,413 | 1,995 Direct | -87.65% | Disposed | 1281.1% (price as of 2026-08-19) |
| Dec. 29, 2003 | INTU | S | 33,333 | $52.75 | $1,758,316 | 1,995 Direct | -94.35% | Disposed | 1266.7% (price as of 2026-08-19) |
| Dec. 29, 2003 | INTU | S | 1,666 | $52.75 | $87,882 | 1,995 Direct | -45.51% | Disposed | 1266.7% (price as of 2026-08-19) |
| Dec. 10, 2003 | INTU | S | 1,700 | $52.02 | $88,434 | 1,992 Direct | -46.05% | Disposed | 1285.9% (price as of 2026-08-19) |
| Dec. 10, 2003 | INTU | S | 1,500 | $52.01 | $78,015 | 1,992 Direct | -42.96% | Disposed | 1286.2% (price as of 2026-08-19) |
| Dec. 10, 2003 | INTU | S | 11,992 | $52.00 | $623,584 | 1,992 Direct | -85.76% | Disposed | 1286.4% (price as of 2026-08-19) |
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 |