Timothy R Mertz

CIK 1207357 · View on SEC EDGAR ↗

Insider

First SEC filing: July 15, 2005 · Latest: July 15, 2005

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 7, 2005

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 29 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

29 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
July 7, 2005	HRB	M	908	—	—	2,000 Direct	-31.22%	Disposed	(price as of 2026-08-21)
July 7, 2005	HRB	M	92	—	—	2,908 Direct	-3.07%	Disposed	(price as of 2026-08-21)
July 7, 2005	HRB	M	2,000	—	—	1,000 Direct	-66.67%	Disposed	(price as of 2026-08-21)
July 7, 2005	HRB	M	3,333	—	—	1,667 Direct	-66.66%	Disposed	(price as of 2026-08-21)
July 7, 2005	HRB	M	84	—	—	1,667 Direct	-4.80%	Disposed	(price as of 2026-08-21)
July 7, 2005	HRB	M	49	—	—	1,751 Direct	-2.72%	Disposed	(price as of 2026-08-21)
July 7, 2005	HRB	M	66	—	—	3,334 Direct	-1.94%	Disposed	(price as of 2026-08-21)
July 7, 2005	HRB	S	132	$58.45	$7,715	2,253 Direct	-5.53%	Disposed	79.6% (price as of 2026-08-21)
July 7, 2005	HRB	S	6,400	$58.42	$373,888	2,385 Direct	-72.85%	Disposed	79.7% (price as of 2026-08-21)
July 7, 2005	HRB	M	908	$47.68	$43,293	8,785 Direct	+11.53%	Acquired	120.1% (price as of 2026-08-21)
July 7, 2005	HRB	M	92	$47.68	$4,387	7,877 Direct	+1.18%	Acquired	120.1% (price as of 2026-08-21)
July 7, 2005	HRB	M	2,000	$43.25	$86,500	7,785 Direct	+34.57%	Acquired	142.7% (price as of 2026-08-21)
July 7, 2005	HRB	M	3,333	$46.15	$153,818	5,785 Direct	+135.93%	Acquired	127.4% (price as of 2026-08-21)
July 7, 2005	HRB	M	84	$32.28	$2,712	2,452 Direct	+3.55%	Acquired	225.2% (price as of 2026-08-21)
July 7, 2005	HRB	M	49	$32.28	$1,582	2,368 Direct	+2.11%	Acquired	225.2% (price as of 2026-08-21)
July 7, 2005	HRB	M	66	$17.00	$1,122	2,319 Direct	+2.93%	Acquired	517.4% (price as of 2026-08-21)
June 30, 2005	HRB	A	2,800	—	—	2,800 Direct	—	Acquired	(price as of 2026-08-21)
June 30, 2005	HRB	F	201	$58.63	$11,785	2,259 Direct	-8.17%	Disposed	79.0% (price as of 2026-08-21)
June 30, 2005	HRB	A	750	$58.35	$43,762	2,460 Direct	+43.86%	Acquired	79.9% (price as of 2026-08-21)
June 30, 2005	HRB	A	2,800	—	—	2,800 Direct	—	Acquired	(price as of 2026-08-21)
June 30, 2005	HRB	F	207	$58.63	$12,136	2,253 Direct	-8.41%	Disposed	79.0% (price as of 2026-08-21)
June 30, 2005	HRB	A	750	$58.35	$43,762	2,460 Direct	+43.86%	Acquired	79.9% (price as of 2026-08-21)
June 13, 2005	HRB	M	3,200	—	—	1,800 Direct	-64.00%	Disposed	(price as of 2026-08-21)
June 13, 2005	HRB	M	3,300	—	—	3,400 Direct	-49.25%	Disposed	(price as of 2026-08-21)
June 13, 2005	HRB	S	6,500	$56.72	$368,680	1,710 Direct	-79.17%	Disposed	85.0% (price as of 2026-08-21)
June 13, 2005	HRB	M	3,200	$32.28	$103,296	8,210 Direct	+63.87%	Acquired	225.2% (price as of 2026-08-21)
June 13, 2005	HRB	M	3,300	$17.00	$56,100	5,010 Direct	+192.98%	Acquired	517.4% (price as of 2026-08-21)
July 1, 2004	HRB	F	90	$47.67	$4,290	1,710 Direct	-5.00%	Disposed	120.2% (price as of 2026-08-21)
June 30, 2004	HRB	A	1,000	$47.68	$47,680	1,800 Direct	+125.00%	Acquired	120.1% (price as of 2026-08-21)
June 30, 2004	HRB	A	3,000	—	—	3,000 Direct	—	Acquired	(price as of 2026-08-21)
Jan. 16, 2004	HRB	M	3,300	—	—	6,700 Direct	-33.00%	Disposed	(price as of 2026-08-21)
Jan. 16, 2004	HRB	S	3,300	$58.11	$191,763	800 Direct	-80.49%	Disposed	80.6% (price as of 2026-08-21)
Jan. 16, 2004	HRB	M	3,300	$17.00	$56,100	4,100 Direct	+412.50%	Acquired	517.4% (price as of 2026-08-21)

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 7, 2005	HRB	Call Option to Purchase	Common Stock, without par value (908)	$47.68	June 30, 2014	908	Disposed
July 7, 2005	HRB	Call Option to Purchase	Common Stock, without par value (92)	$47.68	June 30, 2014	92	Disposed
July 7, 2005	HRB	Call Option to Purchase	Common Stock, without par value (2,000)	$43.25	June 30, 2013	2,000	Disposed
July 7, 2005	HRB	Call Option to Purchase	Common Stock, without par value (3,333)	$46.15	June 30, 2012	3,333	Disposed
July 7, 2005	HRB	Call Option to Purchase	Common Stock, without par value (84)	$32.28	June 30, 2011	84	Disposed
July 7, 2005	HRB	Call Option to Purchase	Common Stock, without par value (49)	$32.28	June 30, 2011	49	Disposed
July 7, 2005	HRB	Call Option to Purchase	Common Stock, without par value (66)	$17.00	Oct. 23, 2010	66	Disposed
June 30, 2005	HRB	Call Option to Purchase	Common Stock, without par value (2,800)	$58.35	June 30, 2015	2,800	Acquired
June 30, 2005	HRB	Call Option to Purchase	Common Stock, without par value (2,800)	$58.35	June 30, 2015	2,800	Acquired
June 13, 2005	HRB	Call Option to Purchase	Common Stock, without par value (3,200)	$32.28	June 30, 2011	3,200	Disposed
June 13, 2005	HRB	Call Option to Purchase	Common Stock, without par value (3,300)	$17.00	Oct. 23, 2010	3,300	Disposed
June 30, 2004	HRB	Call Option to Purchase	Common Stock, without par value (3,000)	$47.68	June 30, 2014	3,000	Acquired
Jan. 16, 2004	HRB	Call Option to Purchase	Common Stock, without par value (3,300)	$17.00	Oct. 23, 2010	3,300	Disposed

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