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H&R Block, Inc. (HRB)
USD40.86
+1.27 (+3.21%)
US NYSE S&P 500
Consumer Cyclical Personal Products & Services
Address
One H&R Block Way 64105
Kansas City, MO, US
Kansas City, MO, US
CEO
Curtis A. Campbell
Website
hrblock.com
IPO
1973-02-21
CIK 12659 ISIN US0936711052
Also trades on
London Stock Exchange · 0HOB.L (USD)
New York Stock Exchange · HRB (USD)
Description
H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.
News Sentiment (7d)
3 articles
- Best Growth Stocks to Buy for July 6th Zacks Investment Research
- H&R Block: Solid Rock And Trading At A Discount Seeking Alpha
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1986-11-28 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD40.86
+1.27 (+3.21%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.38
Float Shares
125.66M
Free Float %
99.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.69% | +17.27% | +23.05% | +29.39% | -20.23% | -15.86% | -36.23% | +14.45% | +57.25% | +87.86% | +4,328.05% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (16 ratings, all time)
Hold
Price Targets & DCF
Current price
40.86
Low
32.00
-21.7%
Consensus
41.00
+0.3%
Median
41.00
+0.3%
High
50.00
+22.4%
DCF (Unlevered)
129.30
+216.5%
DCF (Levered)
123.08
+201.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
25% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
48.00
+17.5%
|
| All Time | 6 |
43.10
+5.5%
|
Quality scores
Altman Z-Score
1,049.51
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Personal Products & Services: +6.6%+4.2% Q1'26: +5.3% (vs Q1'25)
-
EPS growth Personal Products & Services: +19.6%+6.6% Q1'26: +23.5% (vs Q1'25)
-
FCF margin FCF growth · Personal Products & Services: +11.7%+14.3% Q1'26: +64.2% (vs Q1'25)
-
EBIT margin Personal Products & Services: +10.5%+22.9% ★ Q1'26: +43.7% (vs Q1'25)
-
ROIC Personal Products & Services: +6.9%+46.8% ★ Q1'26: +313.8% (vs Q1'25)
-
Share dilution Personal Products & Services: +0.0%-4.6% ★ Q1'26: -4.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Personal Products & Services: 0.59×2.41× Q1'26: 0.47× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jun 2008 actual |
Jun 2009 actual |
Jun 2010 actual |
Jun 2011 actual |
Jun 2013 actual |
Jun 2014 actual |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 3 Rev. Ana. 2 EPS Ana. |
Jun 2027 3 Rev. Ana. 2 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
4.09B
est: 4.45B (-8.1%)
|
4.08B
est: 3.71B (+9.9%)
|
3.75B
est: 3.52B (+6.6%)
|
2.94B
est: 3.32B (-11.3%)
|
2.91B
est: 5.57B (-47.9%)
|
3.02B
est: 3.09B (-2.1%)
|
3.08B
est: 3.09B (-0.3%)
|
3.04B
est: 3.03B (+0.2%)
|
3.04B
est: 3.02B (+0.5%)
|
3.16B
est: 3.10B (+1.9%)
|
3.09B
est: 3.08B (+0.6%)
|
2.64B
est: 2.66B (-0.8%)
|
3.46B
est: 3.41B (+1.6%)
|
3.46B
est: 3.41B (+1.6%)
|
3.47B
est: 3.45B (+0.6%)
|
3.61B
est: 3.58B (+1.0%)
|
3.76B
est: 3.72B (+1.0%)
|
3.92B
3.90B – 3.93B
+5.2% YoY
|
4.06B
3.96B – 4.12B
+3.6% YoY
|
4.20B
4.15B – 4.22B
+3.3% YoY
|
| EBITDA |
829.05M
est: -591.18M (+240.2%)
|
962.50M
est: 617.96M (+55.8%)
|
779.33M
est: 883.42M (-11.8%)
|
760.67M
est: 745.12M (+2.1%)
|
868.72M
est: 694.40M (+25.1%)
|
938.00M
est: 26.21M (+3,478.4%)
|
947.86M
est: -469.49M (+301.9%)
|
812.04M
est: 697.93M (+16.4%)
|
904.41M
est: 777.16M (+16.4%)
|
941.40M
est: 925.85M (+1.7%)
|
798.91M
est: 957.13M (-16.5%)
|
262.26M
est: 658.10M (-60.1%)
|
889.53M
est: 532.79M (+67.0%)
|
889.53M
est: 413.84M (+114.9%)
|
914.69M
est: 1.54B (-40.5%)
|
963.19M
est: 932.09M (+3.3%)
|
976.34M
est: 971.06M (+0.5%)
|
1.02B
1.02B – 1.02B
+5.2% YoY
|
1.06B
1.03B – 1.07B
+3.6% YoY
|
1.09B
1.08B – 1.10B
+3.3% YoY
|
| EBIT |
709.54M
est: 726.97M (-2.4%)
|
838.87M
est: 685.21M (+22.4%)
|
652.43M
est: 835.01M (-21.9%)
|
639.04M
est: 702.27M (-9.0%)
|
776.31M
est: 557.70M (+39.2%)
|
822.40M
est: 90.87M (+805.1%)
|
788.05M
est: -1.93B (+140.9%)
|
638.44M
est: 711.42M (-10.3%)
|
722.24M
est: 691.43M (+4.5%)
|
758.10M
est: 614.77M (+23.3%)
|
632.21M
est: 675.19M (-6.4%)
|
92.72M
est: 490.86M (-81.1%)
|
747.35M
est: 478.61M (+56.2%)
|
747.35M
est: 244.94M (+205.1%)
|
784.19M
est: 1.37B (-42.7%)
|
841.40M
est: 800.17M (+5.2%)
|
859.52M
est: 833.63M (+3.1%)
|
876.82M
872.34M – 879.07M
+5.2% YoY
|
908.54M
885.89M – 922.14M
+3.6% YoY
|
938.87M
929.86M – 944.17M
+3.3% YoY
|
| Net Income |
-308.65M
est: -890.29M (+65.3%)
|
485.67M
est: 237.62M (+104.4%)
|
479.24M
est: 483.78M (-0.9%)
|
406.11M
est: 446.25M (-9.0%)
|
433.95M
est: 359.00M (+20.9%)
|
475.16M
est: 345.57M (+37.5%)
|
473.66M
est: -276.32M (+271.4%)
|
374.27M
est: 446.90M (-16.3%)
|
408.95M
est: 378.62M (+8.0%)
|
613.15M
est: 333.64M (+83.8%)
|
422.51M
est: 481.72M (-12.3%)
|
-7.53M
est: 349.60M (-102.2%)
|
553.67M
est: 163.70M (+238.2%)
|
553.67M
est: 274.03M (+102.1%)
|
553.70M
est: 559.53M (-1.0%)
|
595.32M
est: 590.91M (+0.7%)
|
605.77M
est: 723.11M (-16.2%)
|
716.74M
692.06M – 719.75M
-0.9% YoY
|
792.48M
765.21M – 819.76M
+10.6% YoY
|
1.06B
1.05B – 1.07B
+34.1% YoY
|
| SGA |
788.90M
est: 928.33M (-15.0%)
|
648.49M
est: 716.04M (-9.4%)
|
631.50M
est: 644.34M (-2.0%)
|
529.16M
est: 575.99M (-8.1%)
|
373.30M
est: 805.01M (-53.6%)
|
361.30M
est: 1.94B (-81.4%)
|
367.03M
est: 838.08M (-56.2%)
|
719.41M
est: 419.27M (+71.6%)
|
675.95M
est: 364.40M (+85.5%)
|
668.15M
est: 367.32M (+81.9%)
|
722.17M
est: 834.51M (-13.5%)
|
744.36M
est: 771.03M (-3.5%)
|
837.11M
est: 656.24M (+27.6%)
|
837.11M
est: 818.43M (+2.3%)
|
800.04M
est: 982.52M (-18.6%)
|
813.50M
est: 832.58M (-2.3%)
|
846.91M
est: 867.39M (-2.4%)
|
912.33M
907.67M – 914.67M
+5.2% YoY
|
945.34M
921.76M – 959.48M
+3.6% YoY
|
976.90M
967.52M – 982.41M
+3.3% YoY
|
| EPS |
-0.95
est: 1.45 (-165.5%)
|
1.46
est: 1.27 (+15.0%)
|
1.44
est: 1.35 (+6.7%)
|
1.31
est: 1.22 (+7.4%)
|
1.59
est: 1.33 (+19.5%)
|
1.73
est: 1.73 (+0.1%)
|
1.72
est: 1.73 (-0.5%)
|
1.50
est: 1.64 (-8.3%)
|
1.92
est: 1.75 (+9.9%)
|
2.94
est: 2.80 (+5.1%)
|
2.06
est: 1.99 (+3.4%)
|
-0.04
est: 0.70 (-105.5%)
|
3.00
est: 3.31 (-9.2%)
|
3.46
est: 3.44 (+0.5%)
|
3.63
est: 3.72 (-2.4%)
|
4.18
est: 4.30 (-2.8%)
|
4.52
est: 5.25 (-13.9%)
|
5.16
5.04 – 5.24
-1.7% YoY
|
5.82
5.57 – 5.97
+12.8% YoY
|
7.74
7.64 – 7.80
+32.9% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | Barrington Research | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-15 | B | 3/5 | 5/5 | 1/5 | 5/5 | 1/5 | 4/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-1.01B
OE per share TTM
-7.95
Owner's Yield
-26.56%
Maintenance CapEx ratio
41.14%
Maint CapEx / Avg PPE
16.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
145
Total invested
181.97M
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Abrams Capital Management, L.P. | 25.00M | 4.74% | 10.10M | — | 10.10M | — | PN | Montreal (Quebec) Canada | 2018-02-26 | ↗ |
| 2 | Edward C. Johnson 3d | 24.74M | 8.99% | — | — | 24.74M | — | IN | United States of America | 2015-02-13 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 24.45M | 13.92% | — | 111.7K | 24.18M | 267.8K | IA | — | 2022-02-10 | ↗ |
| 4 | (1) BlackRock, Inc. | 22.66M | 12.90% | 21.07M | — | 22.66M | — | HC | Delaware | 2022-02-07 | ↗ |
| 5 | Abigail P. Johnson | 18.46M | 11.88% | — | — | 18.46M | — | IN | Delaware | 2022-12-12 | ↗ |
| 6 | FMR LLC | 18.46M | 11.88% | 15.21M | — | 18.46M | — | HC | Delaware | 2022-12-12 | ↗ |
| 7 | Jupiter Asset Management Ltd | 13.83M | 7.54% | — | 13.83M | — | 13.83M | FI, OO | England and Wales | 2021-02-02 | ↗ |
| 8 | Artisan Partners Asset Management Inc. | 9.98M | 3.60% | — | 9.74M | — | 9.98M | HC | Delaware | 2014-01-31 | ↗ |
| 9 | Artisan Partners Holdings LP | 9.98M | 3.60% | — | 9.74M | — | 9.98M | HC | Delaware | 2014-01-31 | ↗ |
| 10 | ZFIC, Inc. | 9.98M | 3.60% | — | 9.74M | — | 9.98M | HC | Delaware | 2014-01-31 | ↗ |
| 11 | Wellington Group Holdings LLP | 8.44M | 5.43% | — | 7.42M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 12 | Wellington Investment Advisors Holdings LLP | 8.44M | 5.43% | — | 7.42M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 13 | Wellington Management Group LLP | 8.44M | 5.43% | — | 7.42M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 14 | STATE STREET CORPORATION | 6.84M | 3.73% | — | 4.74M | — | 6.84M | HC | BOSTON, MASSACHUSETTS | 2021-02-12 | ↗ |
| 15 | Goodman & Company, Investment Counsel Ltd. | 3.81M | 5.06% | 15.29M | — | 15.29M | — | IA | Montreal Quebec Canada | 2016-02-12 | ↗ |
| 16 | Oleg Firer | 300.8K | 12.00% | 454.0K | — | 19.33M | 414.5K | IN | Pennsylvania For | 2014-02-11 | ↗ |
| 17 | Robert L. Sonfield as Trustee of the Livingston Growth Fund Trust | 100.0K | 100.00% | 440.7K | 25.7K | 22.01M | 464.8K | OO | Pennsylvania For | 2016-02-11 | ↗ |
| 18 | Daniel S. Sundheim | — | 0.00% | — | — | — | — | IN | Delaware | 2015-02-17 | ↗ |
| 19 | David C. Ott | — | 0.00% | — | — | — | — | IN | Delaware | 2015-02-17 | ↗ |
| 20 | O. Andreas Halvorsen | — | 0.00% | — | — | — | — | IN | Delaware | 2015-02-17 | ↗ |
| 21 | Thomas W. Purcell, Jr. | — | 0.00% | — | — | — | — | IN | Delaware | 2015-02-17 | ↗ |
| 22 | VGE III Portfolio Ltd. | — | 0.00% | — | — | — | — | CO | Delaware | 2015-02-17 | ↗ |
| 23 | Viking Global Equities II LP | — | 0.00% | — | — | — | — | PN | Delaware | 2015-02-17 | ↗ |
| 24 | Viking Global Equities LP | — | 0.00% | — | — | — | — | PN | Delaware | 2015-02-17 | ↗ |
| 25 | Viking Global Investors LP | — | 0.00% | — | — | — | — | PN | Delaware | 2015-02-17 | ↗ |
| 26 | Viking Global Performance LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2015-02-17 | ↗ |
| 27 | Viking Long Fund GP LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2015-02-17 | ↗ |
| 28 | Viking Long Fund Master Ltd. | — | 0.00% | — | — | — | — | CO | Delaware | 2015-02-17 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
145
-375 vs prev Q
New positions
25
Closed positions
383
Increased
86
Reduced
36
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 555.6K +555.6K (+100.0%) | 24.21B +24.2B (+100.0%) | 0.44% +0.439 pp | 0.62% +0.617 pp | USD43.58 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 15.83M -436.8K (-2.7%) | 689.92M -132.7M (-16.1%) | 12.51% +0.363 pp | 0.01% -0.003 pp | USD63.16 -31.0% | 6 qtrs — |
| 3 | FMR LLC | 14.57M +184.3K (+1.3%) | 634.84M -92.5M (-12.7%) | 11.51% +0.772 pp | 0.03% -0.005 pp | USD34.18 +27.5% | 70 qtrs — |
| 4 | VANGUARD GROUP INC | 13.31M -346.0K (-2.5%) | 580.22M -110.6M (-16.0%) | 10.52% +0.321 pp | 0.01% -0.002 pp | USD24.51 +77.8% | 84 qtrs — |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | 4.29M +191.6K (+4.7%) | 186.76M -20.3M (-9.8%) | 3.39% +0.330 pp | 0.63% -0.073 pp | USD41.44 +5.2% | 22 qtrs — |
| 6 | STATE STREET CORP | 3.99M -175.5K (-4.2%) | 175.39M -36.7M (-17.3%) | 3.15% +0.043 pp | 0.01% -0.002 pp | USD27.24 +60.0% | 51 qtrs — |
| 7 | AQR CAPITAL MANAGEMENT LLC | 3.40M +809.4K (+31.2%) | 147.00M +16.0M (+12.2%) | 2.69% +0.752 pp | 0.08% -0.007 pp | USD44.48 -2.0% | 57 qtrs — |
| 8 | BOSTON PARTNERS | 3.07M -821.5K (-21.1%) | 133.57M -63.0M (-32.0%) | 2.42% -0.480 pp | 0.14% -0.064 pp | USD44.80 -2.7% | 12 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.89M -72.9K (-2.5%) | 125.99M -23.9M (-15.9%) | 2.28% +0.071 pp | 0.01% -0.002 pp | USD31.70 +37.5% | 78 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.52M +203.5K (+8.8%) | 109.82M -7.3M (-6.3%) | 1.99% +0.262 pp | 0.02% -0.002 pp | USD30.97 +40.7% | 51 qtrs — |
| 11 | LAZARD ASSET MANAGEMENT LLC | 2.49M -721.1K (-22.4%) | 108.60M -53.9M (-33.2%) | 1.97% -0.430 pp | 0.18% -0.035 pp | USD42.18 +3.3% | 42 qtrs — |
| 12 | NORTHERN TRUST CORP | 2.42M -334.8K (-12.2%) | 105.27M -33.8M (-24.3%) | 1.91% -0.145 pp | 0.01% -0.004 pp | USD36.64 +18.9% | 51 qtrs — |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.79M -195.9K (-9.8%) | 78.20M -22.4M (-22.3%) | 1.42% -0.068 pp | 0.05% -0.018 pp | USD45.58 -4.4% | 28 qtrs — |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1.70M -606.3K (-26.3%) | 74.00M -42.5M (-36.5%) | 1.34% -0.379 pp | 0.01% -0.007 pp | USD38.05 +14.5% | 20 qtrs — |
| 15 | CITADEL ADVISORS LLC | 1.60M +202.8K (+14.5%) | 69.68M -922.6K (-1.3%) | 1.26% +0.221 pp | 0.01% 0.000 pp | USD51.65 -15.6% | 52 qtrs — |
| 16 | NORGES BANK | 1.59M +1.6M (+100.0%) | 69.44M +69.4M (+100.0%) | 1.26% +1.259 pp | 0.01% +0.007 pp | USD43.58 +0.0% | 1 qtrs NEW |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.58M -58.8K (-3.6%) | 68.71M -14.0M (-16.9%) | 1.25% +0.025 pp | 0.01% -0.003 pp | USD35.91 +21.4% | 100 qtrs — |
| 18 | LSV ASSET MANAGEMENT | 1.53M +55.9K (+3.8%) | 66.87M -7.9M (-10.6%) | 1.21% +0.109 pp | 0.15% -0.019 pp | USD25.49 +71.0% | 38 qtrs — |
| 19 | MORGAN STANLEY | 1.50M -327.9K (-17.9%) | 65.41M -27.1M (-29.3%) | 1.19% -0.179 pp | 0.00% -0.002 pp | USD47.27 -7.8% | 51 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 1.42M -11.5K (-0.8%) | 61.88M -10.5M (-14.5%) | 1.12% +0.053 pp | 0.01% -0.003 pp | USD26.34 +65.5% | 66 qtrs — |
| 21 | D. E. SHAW & CO., INC. | 1.35M +511.4K (+61.3%) | 58.65M +16.5M (+39.0%) | 1.06% +0.440 pp | 0.03% +0.008 pp | USD48.83 -10.8% | 78 qtrs — |
| 22 | MARSHALL WACE, LLP | 1.18M -22.9K (-1.9%) | 51.23M -9.4M (-15.5%) | 0.93% +0.034 pp | 0.05% -0.015 pp | USD54.52 -20.1% | 4 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 1.05M +157.5K (+17.6%) | 45.92M +599.1K (+1.3%) | 0.83% +0.164 pp | 0.00% +0.000 pp | USD50.76 -14.1% | 52 qtrs — |
| 24 | FIRST TRUST ADVISORS LP | 1.05M +113.9K (+12.1%) | 45.86M -1.6M (-3.4%) | 0.83% +0.131 pp | 0.03% -0.002 pp | USD51.23 -14.9% | 46 qtrs — |
| 25 | RANMORE FUND MANAGEMENT LTD | 948.0K +948.0K (+100.0%) | 41.31M +41.3M (+100.0%) | 0.75% +0.749 pp | 7.09% +7.090 pp | USD43.58 +0.0% | 1 qtrs NEW |
| 26 | UBS GROUP AG | 934.9K +150.7K (+19.2%) | 40.74M +1.1M (+2.7%) | 0.74% +0.153 pp | 0.01% +0.000 pp | USD48.18 -9.5% | 45 qtrs — |
| 27 | GOLDMAN SACHS GROUP INC | 902.1K +39.2K (+4.5%) | 39.31M -4.3M (-9.9%) | 0.71% +0.069 pp | 0.00% -0.001 pp | USD48.62 -10.4% | 73 qtrs — |
| 28 | BNP PARIBAS ARBITRAGE, SNC | 873.6K +216.2K (+32.9%) | 38.07M +4.8M (+14.5%) | 0.69% +0.199 pp | 0.02% -0.001 pp | USD46.52 -6.3% | 51 qtrs — |
| 29 | NEWEDGE WEALTH, LLC | 843.7K +373.0 (+0.0%) | 36.77M -5.9M (-13.8%) | 0.67% +0.037 pp | 0.42% -0.196 pp | USD35.73 +22.0% | 19 qtrs — |
| 30 | MILLENNIUM MANAGEMENT LLC | 839.3K +611.3K (+268.1%) | 36.58M +25.0M (+217.2%) | 0.66% +0.493 pp | 0.02% +0.011 pp | USD46.81 -6.9% | 35 qtrs — |
| 31 | LODGE HILL CAPITAL, LLC | 800.0K +800.0K (+100.0%) | 34.86M +34.9M (+100.0%) | 0.63% +0.632 pp | 6.59% +6.587 pp | USD43.58 +0.0% | 1 qtrs NEW |
| 32 | BARCLAYS PLC | 781.7K +688.4K (+737.8%) | 34.07M +28.1M (+474.6%) | 0.62% +0.548 pp | 0.01% +0.007 pp | USD44.65 -2.4% | 51 qtrs — |
| 33 | BOSTON TRUST WALDEN CORP | 776.3K -80.8K (-9.4%) | 33.83M -9.5M (-21.9%) | 0.61% -0.027 pp | 0.26% -0.063 pp | USD53.75 -18.9% | 5 qtrs — |
| 34 | UBS ASSET MANAGEMENT AMERICAS INC | 691.0K -58.3K (-7.8%) | 30.12M -7.8M (-20.5%) | 0.55% -0.013 pp | 0.01% -0.002 pp | USD49.48 -11.9% | 90 qtrs — |
| 35 | NUVEEN, LLC | 681.7K -11.2K (-1.6%) | 29.71M -5.3M (-15.2%) | 0.54% +0.021 pp | 0.01% -0.002 pp | USD53.78 -19.0% | 4 qtrs — |
| 36 | PRICE T ROWE ASSOCIATES INC /MD/ | 640.9K -425.9K (-39.9%) | 27.93M -26.0M (-48.2%) | 0.51% -0.290 pp | 0.00% -0.003 pp | USD49.88 -12.6% | 75 qtrs — |
| 37 | JPMORGAN CHASE & CO | 631.5K -18.3K (-2.8%) | 27.52M -5.3M (-16.3%) | 0.50% +0.014 pp | 0.00% 0.000 pp | USD39.22 +11.1% | 51 qtrs — |
| 38 | INVESCO LTD. | 613.6K +168.3K (+37.8%) | 26.74M +4.2M (+18.7%) | 0.48% +0.152 pp | 0.00% +0.001 pp | USD44.36 -1.8% | 57 qtrs — |
| 39 | ROYAL BANK OF CANADA | 537.5K -1.1M (-66.3%) | 23.42M -57.3M (-71.0%) | 0.42% -0.766 pp | 0.00% -0.009 pp | USD46.65 -6.6% | 51 qtrs — |
| 40 | PACER ADVISORS, INC. | 533.4K -26.0K (-4.6%) | 23.25M -5.0M (-17.8%) | 0.42% +0.004 pp | 0.06% -0.012 pp | USD44.72 -2.5% | 41 qtrs — |
| 41 | QUBE RESEARCH & TECHNOLOGIES LTD | 507.5K -531.6K (-51.2%) | 22.12M -30.4M (-57.9%) | 0.40% -0.375 pp | 0.02% -0.032 pp | USD57.99 -24.8% | 14 qtrs — |
| 42 | JANE STREET GROUP, LLC | 467.6K +365.4K (+357.3%) | 20.38M +15.2M (+294.1%) | 0.37% +0.293 pp | 0.00% +0.002 pp | USD45.83 -4.9% | 41 qtrs — |
| 43 | BRIDGEWATER ASSOCIATES, LP | 455.7K -150.6K (-24.8%) | 19.86M -10.8M (-35.2%) | 0.36% -0.093 pp | 0.07% -0.048 pp | USD52.80 -17.5% | 16 qtrs — |
| 44 | SEI INVESTMENTS CO | 425.6K -6.7K (-1.6%) | 18.55M -3.3M (-15.2%) | 0.34% +0.014 pp | 0.02% -0.005 pp | USD42.45 +2.7% | 45 qtrs — |
| 45 | ALPS ADVISORS INC | 388.7K -22.8K (-5.5%) | 16.94M -3.9M (-18.6%) | 0.31% 0.000 pp | 0.10% -0.017 pp | USD49.04 -11.1% | 15 qtrs — |
| 46 | RHUMBLINE ADVISERS | 374.9K -11.9K (-3.1%) | 16.34M -3.2M (-16.5%) | 0.30% +0.008 pp | 0.01% -0.003 pp | USD24.89 +75.1% | 51 qtrs — |
| 47 | MILLER HOWARD INVESTMENTS INC /NY | 370.8K -189.2K (-33.8%) | 16.16M -12.2M (-42.9%) | 0.29% -0.125 pp | 0.49% -0.376 pp | USD54.91 -20.6% | 4 qtrs — |
| 48 | CANADA PENSION PLAN INVESTMENT BOARD | 355.8K +29.7K (+9.1%) | 15.51M -985.1K (-6.0%) | 0.28% +0.038 pp | 0.01% -0.001 pp | USD52.42 -16.9% | 52 qtrs — |
| 49 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 353.1K -39.9K (-10.2%) | 15.39M -4.5M (-22.6%) | 0.28% -0.014 pp | 0.01% -0.003 pp | USD38.05 +14.5% | 58 qtrs — |
| 50 | PREVATT CAPITAL LTD | 350.0K +— (+0.0%) | 15.25M -2.4M (-13.8%) | 0.28% +0.015 pp | 4.41% -1.605 pp | USD48.34 -9.8% | 9 qtrs — |
| 51 | SWEDBANK AB | 345.6K -507.0 (-0.1%) | 15.06M -2.4M (-13.9%) | 0.27% +0.015 pp | 0.01% -0.003 pp | USD36.03 +21.0% | 20 qtrs — |
| 52 | BALYASNY ASSET MANAGEMENT L.P. | 317.8K +317.8K (+100.0%) | 13.85M +13.8M (+100.0%) | 0.25% +0.251 pp | 0.02% +0.018 pp | USD43.58 +0.0% | 12 qtrs — |
| 53 | ROYCE & ASSOCIATES LP | 316.1K +101.5K (+47.3%) | 13.77M +2.9M (+27.0%) | 0.25% +0.090 pp | 0.14% +0.032 pp | USD41.82 +4.2% | 18 qtrs — |
| 54 | VOYA INVESTMENT MANAGEMENT LLC | 286.6K -14.4K (-4.8%) | 12.49M -2.7M (-17.9%) | 0.23% +0.002 pp | 0.01% -0.003 pp | USD42.41 +2.8% | 51 qtrs — |
| 55 | ALLIANCEBERNSTEIN L.P. | 276.2K +103.8K (+60.2%) | 12.04M +3.3M (+38.0%) | 0.22% +0.090 pp | 0.00% +0.001 pp | USD32.61 +33.6% | 61 qtrs — |
| 56 | PRINCIPAL FINANCIAL GROUP INC | 271.9K -25.4K (-8.5%) | 11.85M -3.2M (-21.2%) | 0.21% -0.007 pp | 0.01% -0.002 pp | USD20.68 +110.7% | 81 qtrs — |
| 57 | SWISS NATIONAL BANK | 252.1K -7.4K (-2.9%) | 10.99M -2.1M (-16.3%) | 0.20% +0.006 pp | 0.01% -0.001 pp | USD26.45 +64.8% | 51 qtrs — |
| 58 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 240.8K -26.7K (-10.0%) | 10.49M -3.0M (-22.4%) | 0.19% -0.009 pp | 0.03% -0.011 pp | USD48.32 -9.8% | 13 qtrs — |
| 59 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 210.5K +66.4K (+46.1%) | 9.17M +1.9M (+25.9%) | 0.17% +0.059 pp | 0.62% +0.153 pp | USD51.33 -15.1% | 4 qtrs — |
| 60 | LEGAL & GENERAL GROUP PLC | 202.2K -60.9K (-23.2%) | 8.81M -4.5M (-33.8%) | 0.16% -0.037 pp | 0.00% -0.001 pp | USD27.37 +59.2% | 75 qtrs — |
| 61 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 200.2K +26.8K (+15.5%) | 8.72M -42.7K (-0.5%) | 0.16% +0.029 pp | 0.51% +0.007 pp | USD53.20 -18.1% | 7 qtrs — |
| 62 | TECTONIC ADVISORS LLC | 197.5K +27.7K (+16.3%) | 8.61M +21.5K (+0.2%) | 0.16% +0.029 pp | 0.45% -0.015 pp | USD41.29 +5.5% | 18 qtrs — |
| 63 | DEKABANK DEUTSCHE GIROZENTRALE | 154.8K +— (+0.0%) | 8.03M +280.0K (+3.6%) | 0.12% +0.007 pp | 0.01% +0.001 pp | USD42.55 +2.4% | 66 qtrs — |
| 64 | CITIGROUP INC | 182.1K +140.5K (+337.8%) | 7.94M +5.8M (+277.3%) | 0.14% +0.113 pp | 0.00% +0.003 pp | USD44.17 -1.3% | 108 qtrs — |
| 65 | RAYMOND JAMES FINANCIAL INC | 178.6K -4.7K (-2.6%) | 7.78M -1.5M (-16.0%) | 0.14% +0.004 pp | 0.00% -0.001 pp | USD52.75 -17.4% | 5 qtrs — |
| 66 | ATOM INVESTORS LP | 171.5K +171.5K (+100.0%) | 7.48M +7.5M (+100.0%) | 0.14% +0.136 pp | 0.59% +0.594 pp | USD43.58 +0.0% | 1 qtrs NEW |
| 67 | MIDWEST TRUST CO | 170.3K -3.4K (-2.0%) | 7.42M -1.4M (-15.5%) | 0.13% +0.005 pp | 0.09% -0.022 pp | USD54.89 -20.6% | 3 qtrs — |
| 68 | VICTORY CAPITAL MANAGEMENT INC | 168.2K +39.3K (+30.5%) | 7.33M +812.8K (+12.5%) | 0.13% +0.037 pp | 0.00% +0.000 pp | USD44.84 -2.8% | 47 qtrs — |
| 69 | KINGSVIEW WEALTH MANAGEMENT, LLC | 165.4K -27.8K (-14.4%) | 7.21M -2.6M (-26.2%) | 0.13% -0.014 pp | 0.10% -0.045 pp | USD50.27 -13.3% | 22 qtrs — |
| 70 | CI PRIVATE WEALTH, LLC | 153.9K -14.1K (-8.4%) | 6.70M -1.8M (-21.1%) | 0.12% -0.004 pp | 0.01% -0.004 pp | USD43.70 -0.3% | 13 qtrs — |
| 71 | RETIREMENT SYSTEMS OF ALABAMA | 151.7K -10.1K (-6.3%) | 6.61M -1.6M (-19.2%) | 0.12% -0.001 pp | 0.02% -0.006 pp | USD33.50 +30.1% | 52 qtrs — |
| 72 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 150.9K -4.9K (-3.2%) | 6.57M -1.3M (-16.6%) | 0.12% +0.003 pp | 0.01% -0.002 pp | USD52.84 -17.5% | 5 qtrs — |
| 73 | AMERIPRISE FINANCIAL INC | 150.1K -74.3K (-33.1%) | 6.55M -4.8M (-42.3%) | 0.12% -0.049 pp | 0.00% -0.001 pp | USD41.52 +5.0% | 56 qtrs — |
| 74 | HRT FINANCIAL LP | 145.6K +70.6K (+94.1%) | 6.34M +2.6M (+67.3%) | 0.12% +0.059 pp | 0.02% +0.006 pp | USD48.89 -10.9% | 12 qtrs — |
| 75 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 142.2K -1.2K (-0.8%) | 6.20M -1.1M (-14.5%) | 0.11% +0.005 pp | 0.01% -0.002 pp | USD29.33 +48.6% | 51 qtrs — |
| 76 | QUANTINNO CAPITAL MANAGEMENT LP | 137.9K +80.0K (+138.1%) | 6.01M +3.1M (+105.2%) | 0.11% +0.066 pp | 0.01% +0.004 pp | USD47.65 -8.5% | 11 qtrs — |
| 77 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 137.9K -7.1K (-4.9%) | 6.01M -1.3M (-18.1%) | 0.11% +0.001 pp | 0.01% -0.002 pp | USD28.61 +52.3% | 51 qtrs — |
| 78 | CROSSMARK GLOBAL HOLDINGS, INC. | 135.9K -18.7K (-12.1%) | 5.92M -1.9M (-24.3%) | 0.11% -0.008 pp | 0.08% -0.032 pp | USD47.02 -7.3% | 34 qtrs — |
| 79 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 133.6K +5.3K (+4.2%) | 5.82M -664.6K (-10.2%) | 0.11% +0.010 pp | 0.01% -0.001 pp | USD29.24 +49.0% | 52 qtrs — |
| 80 | BANK OF NOVA SCOTIA | 121.1K +113.1K (+1,410.1%) | 5.28M +4.9M (+1,201.4%) | 0.10% +0.090 pp | 0.01% +0.007 pp | USD44.13 -1.2% | 19 qtrs — |
| 81 | POINT72 ASSET MANAGEMENT, L.P. | 119.9K +119.9K (+100.0%) | 5.22M +5.2M (+100.0%) | 0.09% +0.095 pp | 0.01% +0.006 pp | USD43.58 +0.0% | 3 qtrs — |
| 82 | RUFFER LLP | 118.0K +26.1K (+28.4%) | 5.15M +502.0K (+10.8%) | 0.09% +0.025 pp | 0.23% -0.024 pp | USD51.38 -15.2% | 5 qtrs — |
| 83 | EMPOWERED FUNDS, LLC | 115.5K +45.4K (+64.7%) | 5.03M +1.5M (+41.9%) | 0.09% +0.039 pp | 0.04% +0.004 pp | USD52.44 -16.9% | 15 qtrs — |
| 84 | MAVERICK CAPITAL LTD | 114.4K +114.4K (+100.0%) | 4.99M +5.0M (+100.0%) | 0.09% +0.090 pp | 0.05% +0.054 pp | USD43.58 +0.0% | 1 qtrs NEW |
| 85 | NISA INVESTMENT ADVISORS, LLC | 111.6K -7.9K (-6.6%) | 4.91M -1.2M (-19.4%) | 0.09% -0.001 pp | 0.02% -0.007 pp | USD44.74 -2.6% | 95 qtrs — |
| 86 | NATIXIS | 112.1K +105.8K (+1,680.5%) | 4.89M +4.6M (+1,434.4%) | 0.09% +0.084 pp | 0.02% +0.016 pp | USD44.22 -1.4% | 5 qtrs — |
| 87 | NORDEA INVESTMENT MANAGEMENT AB | 111.0K -11.4K (-9.3%) | 4.79M -1.4M (-22.2%) | 0.09% -0.004 pp | 0.00% -0.001 pp | USD39.35 +10.7% | 13 qtrs — |
| 88 | CERITY PARTNERS LLC | 109.3K +5.5K (+5.3%) | 4.76M -486.9K (-9.3%) | 0.09% +0.009 pp | 0.01% -0.002 pp | USD50.29 -13.3% | 13 qtrs — |
| 89 | FRANKLIN RESOURCES INC | 107.5K -2.3M (-95.6%) | 4.68M -9.2M (-66.2%) | 0.08% -1.736 pp | 0.00% -0.002 pp | USD50.53 -13.8% | 42 qtrs — |
| 90 | ILLINOIS MUNICIPAL RETIREMENT FUND | 105.2K +10.3K (+10.8%) | 4.58M -214.8K (-4.5%) | 0.08% +0.012 pp | 0.06% -0.004 pp | USD49.99 -12.8% | 14 qtrs — |
| 91 | IBEX WEALTH ADVISORS | 104.7K +1.2K (+1.2%) | 4.56M -670.8K (-12.8%) | 0.08% +0.006 pp | 0.45% -0.055 pp | USD52.81 -17.5% | 10 qtrs — |
| 92 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 102.7K -3.1K (-2.9%) | 4.48M -874.0K (-16.3%) | 0.08% +0.002 pp | 0.01% +0.000 pp | USD33.82 +28.9% | 52 qtrs — |
| 93 | SOUND INCOME STRATEGIES, LLC | 106.1K +101.0K (+1,999.7%) | 4.46M +4.2M (+1,679.2%) | 0.08% +0.080 pp | 0.21% +0.197 pp | USD42.73 +2.0% | 30 qtrs — |
| 94 | CRAWFORD INVESTMENT COUNSEL INC | 101.4K +311.0 (+0.3%) | 4.42M -693.3K (-13.6%) | 0.08% +0.005 pp | 0.07% -0.011 pp | USD40.51 +7.6% | 19 qtrs — |
| 95 | OSSIAM | 99.4K +99.4K (+100.0%) | 4.33M +4.3M (+100.0%) | 0.08% +0.079 pp | 0.09% +0.087 pp | USD43.58 +0.0% | 1 qtrs NEW |
| 96 | RODGERS BROTHERS INC. | 99.4K -250.0 (-0.3%) | 4.33M -707.4K (-14.0%) | 0.08% +0.004 pp | 0.52% -0.102 pp | USD24.41 +78.5% | 19 qtrs — |
| 97 | JANNEY MONTGOMERY SCOTT LLC | 97.7K +23.2K (+31.2%) | 4.26M +492.0K (+13.1%) | 0.08% +0.022 pp | 0.01% +0.001 pp | USD57.75 -24.5% | 14 qtrs — |
| 98 | CAMPBELL & CO INVESTMENT ADVISER LLC | 97.3K +85.5K (+728.6%) | 4.24M +3.6M (+614.1%) | 0.08% +0.068 pp | 0.20% +0.159 pp | USD44.86 -2.9% | 8 qtrs — |
| 99 | CREATIVE PLANNING | 97.2K +5.8K (+6.3%) | 4.24M -387.1K (-8.4%) | 0.08% +0.009 pp | 0.00% -0.001 pp | USD47.27 -7.8% | 29 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
29.9K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+29,878
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-22 | Plaines Stephanie | Director | A-Award | A | Common Stock | 3,727 | 0.00 | — | 3,727 | D | ↗ |
| 2026-01-22 | Charnaux Christian H. | Director | A-Award | A | Common Stock | 3,727 | 0.00 | — | 3,727 | D | ↗ |
| 2026-01-22 | Breig Geralyn | Director | A-Award | A | Common Stock | 3,727 | 0.00 | — | 3,727 | D | ↗ |
| 2026-01-20 | Plaines Stephanie | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-20 | Charnaux Christian H. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-20 | Breig Geralyn | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-05 | Darling Mark J. | Officer | A-Award | A | Common Stock | 1,481 | 0.00 | — | 17,528 | D | ↗ |
| 2026-01-05 | Campbell Curtis A | Director / Officer | A-Award | A | Common Stock | 17,216 | 0.00 | — | 42,822 | D | ↗ |
| 2026-01-01 | Darling Mark J. | Officer | — | — | Common Stock | 0 | 0.00 | — | 16,047 | D | ↗ |
| 2025-11-19 | Jones Jeffrey J II | Director / Officer | M-Exempt | A | Common Stock | 128,818 | 29.73 | 3.83M | 1,035,131 | D | ↗ |
| 2025-11-12 | Jones Jeffrey J II | Director / Officer | S-Sale | D | Common Stock | 176,449 | 46.46 | 8.20M | 906,313 | D | ↗ |
| 2025-11-05 | Winter Matthew E | Director | A-Award | A | Common Stock | 3,927 | 0.00 | — | 59,083 | D | ↗ |
| 2025-11-05 | REICH VICTORIA | Director | A-Award | A | Common Stock | 3,927 | 0.00 | — | 116,362 | D | ↗ |
| 2025-11-05 | Mends Mia | Director | A-Award | A | Common Stock | 3,927 | 0.00 | — | 28,428 | D | ↗ |
| 2025-11-05 | Johnson Richard A | Director | A-Award | A | Common Stock | 10,209 | 0.00 | — | 91,277 | D | ↗ |
| 2025-11-05 | Gupta Anuradha | Director | A-Award | A | Common Stock | 3,927 | 0.00 | — | 43,280 | D | ↗ |
| 2025-11-05 | Gerard Robert A | Director | A-Award | A | Common Stock | 3,927 | 0.00 | — | 316,262 | D | ↗ |
| 2025-11-05 | Cohan Sean | Director | A-Award | A | Common Stock | 3,927 | 0.00 | — | 28,428 | D | ↗ |
| 2025-11-01 | Wasleski April M. | Officer | A-Award | A | Common Stock | 3,293 | 0.00 | — | 4,934 | D | ↗ |
| 2025-10-24 | Wasleski April M. | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,641 | D | ↗ |
| 2025-08-31 | Redler Dara S | Officer | A-Award | A | Common Stock | 3,476 | 0.00 | — | 52,440 | D | ↗ |
| 2025-08-31 | Mason Tiffany L | Officer | A-Award | A | Common Stock | 10,428 | 0.00 | — | 17,801 | D | ↗ |
| 2025-08-31 | Manuel Scott | Officer | A-Award | A | Common Stock | 10,428 | 0.00 | — | 19,479 | D | ↗ |
| 2025-08-31 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 2,947 | 50.35 | 148.4K | 22,126 | D | ↗ |
| 2025-08-31 | Jones Jeffrey J II | Director / Officer | F-InKind | D | Common Stock | 70,257 | 50.35 | 3.54M | 935,279 | D | ↗ |
| 2025-08-31 | Campbell Curtis A | Officer | F-InKind | D | Common Stock | 1,114 | 50.35 | 56.1K | 25,423 | D | ↗ |
| 2025-08-13 | Redler Dara S | Officer | A-Award | A | Common Stock | 15,511 | 0.00 | — | 39,579 | D | ↗ |
| 2025-08-13 | Logerwell Kellie J | Officer | A-Award | A | Common Stock | 4,409 | 0.00 | — | 22,987 | D | ↗ |
| 2025-08-13 | Jones Jeffrey J II | Director / Officer | A-Award | A | Common Stock | 101,228 | 0.00 | — | 947,839 | D | ↗ |
| 2025-06-03 | Campbell Curtis A | Officer | F-InKind | D | Common Stock | 931 | 58.91 | 54.8K | 14,635 | D | ↗ |
| 2025-04-16 | Jones Jeffrey J II | Director / Officer | S-Sale | D | Common Stock | 53,810 | 63.28 | 3.41M | 844,790 | D | ↗ |
| 2025-01-31 | Redler Dara S | Officer | F-InKind | D | Common Stock | 3,459 | 55.31 | 191.3K | 23,401 | D | ↗ |
| 2024-11-06 | Winter Matthew E | Director | A-Award | A | Common Stock | 3,148 | 0.00 | — | 53,638 | D | ↗ |
| 2024-11-06 | REICH VICTORIA | Director | A-Award | A | Common Stock | 3,148 | 0.00 | — | 109,326 | D | ↗ |
| 2024-11-06 | Mends Mia | Director | A-Award | A | Common Stock | 3,148 | 0.00 | — | 23,827 | D | ↗ |
| 2024-11-06 | Johnson Richard A | Director | A-Award | A | Common Stock | 3,148 | 0.00 | — | 79,112 | D | ↗ |
| 2024-11-06 | Gupta Anuradha | Director | A-Award | A | Common Stock | 3,148 | 0.00 | — | 38,270 | D | ↗ |
| 2024-11-06 | Gerard Robert A | Director | A-Award | A | Common Stock | 6,460 | 0.00 | — | 303,983 | D | ↗ |
| 2024-11-06 | Cohan Sean | Director | A-Award | A | Common Stock | 3,148 | 0.00 | — | 23,827 | D | ↗ |
| 2024-09-16 | Logerwell Kellie J | Officer | S-Sale | D | Common Stock | 8,000 | 64.41 | 515.3K | 18,474 | — | ↗ |
| 2024-09-03 | Jones Jeffrey J II | Director / Officer | S-Sale | D | Common Stock | 9,722 | 63.07 | 613.2K | 893,169 | — | ↗ |
| 2024-08-31 | Redler Dara S | Officer | F-InKind | D | Common Stock | 2,579 | 63.31 | 163.3K | 26,122 | — | ↗ |
| 2024-08-31 | Mason Tiffany L | Officer | A-Award | A | Common Stock | 7,187 | 0.00 | — | 7,187 | — | ↗ |
| 2024-08-31 | Manuel Scott | Officer | A-Award | A | Common Stock | 7,187 | 0.00 | — | 7,244 | — | ↗ |
| 2024-08-31 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 8,193 | 63.31 | 518.7K | 26,474 | — | ↗ |
| 2024-08-31 | Jones Jeffrey J II | Director / Officer | A-Award | A | Common Stock | 45,886 | 0.00 | — | 1,078,195 | — | ↗ |
| 2024-08-31 | Campbell Curtis A | Officer | A-Award | A | Common Stock | 8,293 | 0.00 | — | 15,270 | — | ↗ |
| 2024-08-31 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 50,193 | 63.31 | 3.18M | 89,341 | — | ↗ |
| 2024-08-19 | Redler Dara S | Officer | S-Sale | D | Common Stock | 9,100 | 64.10 | 583.3K | 22,066 | — | ↗ |
| 2024-08-19 | Logerwell Kellie J | Officer | S-Sale | D | Common Stock | 9,846 | 65.00 | 640.0K | 25,028 | — | ↗ |
| 2024-08-19 | Bowen Tony G | Officer | S-Sale | D | Common Stock | 79,259 | 65.17 | 5.17M | 90,095 | — | ↗ |
| 2024-08-14 | Logerwell Kellie J | Officer | A-Award | A | Common Stock | 7,001 | 0.00 | — | 34,874 | — | ↗ |
| 2024-08-14 | Jones Jeffrey J II | Director / Officer | A-Award | A | Common Stock | 148,089 | 0.00 | — | 862,367 | — | ↗ |
| 2024-08-14 | Bowen Tony G | Officer | A-Award | A | Common Stock | 43,081 | 0.00 | — | 169,354 | — | ↗ |
| 2024-08-07 | Manuel Scott | Officer | — | D | Common Stock | 0 | 0.00 | — | 57 | — | ↗ |
| 2024-08-05 | Mason Tiffany L | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | Jones Jeffrey J II | Director / Officer | S-Sale | D | Common Stock | 44,975 | 54.55 | 2.45M | 712,386 | — | ↗ |
| 2024-06-03 | Campbell Curtis A | Officer | A-Award | A | Common Stock | 6,977 | 0.00 | — | 6,977 | — | ↗ |
| 2024-05-31 | Campbell Curtis A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-23 | Jones Jeffrey J II | Director / Officer | S-Sale | D | Common Stock | 85,921 | 49.21 | 4.23M | 755,359 | — | ↗ |
| 2024-02-15 | Jones Jeffrey J II | Director / Officer | S-Sale | D | Common Stock | 14,938 | 48.02 | 717.4K | 841,280 | — | ↗ |
| 2024-02-01 | Redler Dara S | Officer | F-InKind | D | Common Stock | 3,262 | 46.38 | 151.3K | 30,885 | — | ↗ |
| 2023-11-27 | Bowen Tony G | Officer | S-Sale | D | Common Stock | 46,892 | 47.10 | 2.21M | 125,591 | — | ↗ |
| 2023-11-03 | Winter Matthew E | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 49,216 | — | ↗ |
| 2023-11-03 | REICH VICTORIA | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 103,508 | — | ↗ |
| 2023-11-03 | Piazza Yolande G | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 28,187 | — | ↗ |
| 2023-11-03 | Mends Mia | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 20,157 | — | ↗ |
| 2023-11-03 | Johnson Richard A | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 74,300 | — | ↗ |
| 2023-11-03 | Gupta Anuradha | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 34,236 | — | ↗ |
| 2023-11-03 | Gerard Robert A | Director | A-Award | A | Common Stock | 9,318 | 0.00 | — | 290,330 | — | ↗ |
| 2023-11-03 | Cohan Sean | Director | A-Award | A | Common Stock | 4,540 | 0.00 | — | 20,157 | — | ↗ |
| 2023-09-11 | Logerwell Kellie J | Officer | S-Sale | D | Common Stock | 8,000 | 39.61 | 316.8K | 27,721 | — | ↗ |
| 2023-08-31 | Redler Dara S | Officer | A-Award | A | Common Stock | 9,193 | 0.00 | — | 34,857 | — | ↗ |
| 2023-08-31 | Logerwell Kellie J | Officer | A-Award | A | Common Stock | 2,452 | 0.00 | — | 36,719 | — | ↗ |
| 2023-08-31 | Jones Jeffrey J II | Director / Officer | A-Award | A | Common Stock | 61,281 | 0.00 | — | 873,431 | — | ↗ |
| 2023-08-31 | Bowen Tony G | Officer | A-Award | A | Common Stock | 15,758 | 0.00 | — | 178,341 | — | ↗ |
| 2023-08-16 | Jones Jeffrey J II | Director / Officer | S-Sale | D | Common Stock | 91,192 | 38.00 | 3.47M | 812,150 | — | ↗ |
| 2023-07-19 | Logerwell Kellie J | Officer | A-Award | A | Common Stock | 26,353 | 0.00 | — | 46,206 | — | ↗ |
| 2023-07-19 | Jones Jeffrey J II | Director / Officer | F-InKind | D | Common Stock | 262,606 | 33.61 | 8.83M | 903,342 | — | ↗ |
| 2023-07-19 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 61,551 | 33.61 | 2.07M | 162,583 | — | ↗ |
| 2023-07-07 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 6 | 31.10 | 186.60 | 19,853 | — | ↗ |
| 2023-07-07 | Jones Jeffrey J II | Director / Officer | F-InKind | D | Common Stock | 123 | 31.10 | 3.8K | 586,245 | — | ↗ |
| 2023-07-07 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 29 | 31.10 | 901.90 | 87,110 | — | ↗ |
| 2023-06-30 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 617 | 31.87 | 19.7K | 19,798 | — | ↗ |
| 2023-06-30 | Jones Jeffrey J II | Director / Officer | F-InKind | D | Common Stock | 13,053 | 31.87 | 416.0K | 583,475 | — | ↗ |
| 2023-06-30 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 3,060 | 31.87 | 97.5K | 86,781 | — | ↗ |
| 2023-05-19 | Johnson Richard A | Director | P-Purchase | A | Common Stock | 10,000 | 29.54 | 295.4K | 68,729 | — | ↗ |
| 2023-05-11 | Gerard Robert A | Director | P-Purchase | A | Common Stock | 500 | 32.13 | 16.1K | 276,406 | — | ↗ |
| 2023-02-01 | Redler Dara S | Officer | F-InKind | D | Common Stock | 3,327 | 39.46 | 131.3K | 25,287 | — | ↗ |
| 2022-12-14 | Jones Jeffrey J II | Officer | S-Sale | D | Common Stock | 66,000 | 42.07 | 2.78M | 591,977 | — | ↗ |
| 2022-12-13 | Jones Jeffrey J II | Officer | S-Sale | D | Common Stock | 18,009 | 42.11 | 758.4K | 657,977 | — | ↗ |
| 2022-11-04 | Winter Matthew E | Director | A-Award | A | Common Stock | 4,679 | 0.00 | — | 43,260 | — | ↗ |
| 2022-11-04 | REICH VICTORIA | Director | A-Award | A | Common Stock | 4,679 | 0.00 | — | 95,798 | — | ↗ |
| 2022-11-04 | Piazza Yolande G | Director | A-Award | A | Common Stock | 4,679 | 0.00 | — | 22,897 | — | ↗ |
| 2022-11-04 | Mends Mia | Director | A-Award | A | Common Stock | 4,679 | 0.00 | — | 15,122 | — | ↗ |
| 2022-11-04 | Johnson Richard A | Director | A-Award | A | Common Stock | 4,679 | 0.00 | — | 57,865 | — | ↗ |
| 2022-11-04 | Gupta Anuradha | Director | A-Award | A | Common Stock | 4,679 | 0.00 | — | 28,754 | — | ↗ |
| 2022-11-04 | Gerard Robert A | Director | A-Award | A | Common Stock | 9,603 | 0.00 | — | 271,830 | — | ↗ |
| 2022-11-04 | Cohan Sean | Director | A-Award | A | Common Stock | 4,679 | 0.00 | — | 15,122 | — | ↗ |
| 2022-11-03 | Gerard Robert A | Director | P-Purchase | A | Common Stock | 500 | 37.89 | 18.9K | 262,227 | — | ↗ |
| 2022-09-07 | Orosco Karen A | Officer | S-Sale | D | Common Stock | 50,000 | 45.00 | 2.25M | 89,733 | — | ↗ |
| 2022-08-31 | Redler Dara S | Officer | A-Award | A | Common Stock | 7,389 | 0.00 | — | 28,236 | — | ↗ |
| 2022-08-31 | Orosco Karen A | Officer | A-Award | A | Common Stock | 10,112 | 0.00 | — | 139,870 | — | ↗ |
| 2022-08-31 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 610 | 45.00 | 27.5K | 20,281 | — | ↗ |
| 2022-08-31 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 13,861 | 45.00 | 623.7K | 674,009 | — | ↗ |
| 2022-08-31 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 3,986 | 45.00 | 179.4K | 89,031 | — | ↗ |
| 2022-08-18 | Logerwell Kellie J | Officer | S-Sale | D | Common Stock | 6,500 | 48.77 | 317.0K | 18,791 | — | ↗ |
| 2022-08-18 | Bowen Tony G | Officer | S-Sale | D | Common Stock | 64,741 | 48.35 | 3.13M | 79,794 | — | ↗ |
| 2022-08-16 | Wood Christianna | Director | S-Sale | D | Common Stock | 7,392 | 46.96 | 347.1K | 0 | — | ↗ |
| 2022-08-11 | Orosco Karen A | Officer | A-Award | A | Common Stock | 44,198 | 0.00 | — | 149,758 | — | ↗ |
| 2022-08-11 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 4,537 | 35.32 | 160.2K | 25,291 | — | ↗ |
| 2022-08-11 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 100,881 | 35.32 | 3.56M | 639,647 | — | ↗ |
| 2022-08-11 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 23,575 | 35.32 | 832.7K | 144,535 | — | ↗ |
| 2022-07-01 | Orosco Karen A | Officer | F-InKind | D | Common Stock | 30 | 36.77 | 1.1K | 105,560 | — | ↗ |
| 2022-07-01 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 8 | 36.77 | 294.16 | 19,780 | — | ↗ |
| 2022-07-01 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 146 | 36.77 | 5.4K | 519,542 | — | ↗ |
| 2022-07-01 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 35 | 36.77 | 1.3K | 115,873 | — | ↗ |
| 2022-06-30 | Orosco Karen A | Officer | F-InKind | D | Common Stock | 3,840 | 35.32 | 135.6K | 105,322 | — | ↗ |
| 2022-06-30 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 875 | 35.32 | 30.9K | 19,731 | — | ↗ |
| 2022-06-30 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 19,351 | 35.32 | 683.5K | 517,235 | — | ↗ |
| 2022-06-30 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 4,523 | 35.32 | 159.8K | 115,583 | — | ↗ |
| 2022-02-01 | Redler Dara S | Officer | A-Award | A | Common Stock | 20,475 | 0.00 | — | 20,475 | — | ↗ |
| 2022-01-17 | Redler Dara S | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-04 | Gerard Robert A | Director | P-Purchase | A | Common Stock | 5,000 | 25.14 | 125.7K | 252,883 | — | ↗ |
| 2021-09-09 | Wood Christianna | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 117,108 | — | ↗ |
| 2021-09-09 | Winter Matthew E | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 36,844 | — | ↗ |
| 2021-09-09 | REICH VICTORIA | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 87,015 | — | ↗ |
| 2021-09-09 | Piazza Yolande G | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 17,398 | — | ↗ |
| 2021-09-09 | Mends Mia | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 9,973 | — | ↗ |
| 2021-09-09 | Johnson Richard A | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 50,792 | — | ↗ |
| 2021-09-09 | Gupta Anuradha | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 22,992 | — | ↗ |
| 2021-09-09 | Gerard Robert A | Director | A-Award | A | Common Stock | 15,830 | 0.00 | — | 245,383 | — | ↗ |
| 2021-09-09 | Cohan Sean | Director | A-Award | A | Common Stock | 6,785 | 0.00 | — | 9,973 | — | ↗ |
| 2021-08-31 | Orosco Karen A | Officer | A-Award | A | Common Stock | 20,696 | 0.00 | — | 108,044 | — | ↗ |
| 2021-08-31 | Logerwell Kellie J | Officer | A-Award | A | Common Stock | 4,140 | 0.00 | — | 20,370 | — | ↗ |
| 2021-08-31 | Jones Jeffrey J II | Director / Officer | A-Award | A | Common Stock | 87,557 | 0.00 | — | 526,330 | — | ↗ |
| 2021-08-31 | GERKE THOMAS A | Officer | A-Award | A | Common Stock | 17,512 | 0.00 | — | 105,482 | — | ↗ |
| 2021-08-31 | Bowen Tony G | Officer | A-Award | A | Common Stock | 25,472 | 0.00 | — | 118,752 | — | ↗ |
| 2021-08-30 | GERKE THOMAS A | Officer | S-Sale | D | Common Stock | 15,000 | 25.75 | 386.3K | 87,970 | — | ↗ |
| 2021-08-27 | GERKE THOMAS A | Officer | S-Sale | D | Common Stock | 20,000 | 25.62 | 512.3K | 102,970 | — | ↗ |
| 2021-08-25 | GERKE THOMAS A | Officer | S-Sale | D | Common Stock | 13,098 | 25.60 | 335.3K | 122,970 | — | ↗ |
| 2021-08-19 | GERKE THOMAS A | Officer | M-Exempt | A | Common Stock | 560 | 17.00 | 9.5K | 134,094 | — | ↗ |
| 2021-08-18 | GERKE THOMAS A | Officer | M-Exempt | A | Common Stock | 11,342 | 17.00 | 192.8K | 144,876 | — | ↗ |
| 2021-08-17 | GERKE THOMAS A | Officer | M-Exempt | A | Common Stock | 32,881 | 17.00 | 559.0K | 166,415 | — | ↗ |
| 2021-08-16 | GERKE THOMAS A | Officer | M-Exempt | A | Common Stock | 17,119 | 17.00 | 291.0K | 150,653 | — | ↗ |
| 2021-08-13 | GERKE THOMAS A | Officer | S-Sale | D | Common Stock | 29,734 | 25.65 | 762.6K | 133,534 | — | ↗ |
| 2021-07-16 | Orosco Karen A | Officer | F-InKind | D | Common Stock | 14,366 | 23.48 | 337.3K | 87,348 | — | ↗ |
| 2021-07-16 | Logerwell Kellie J | Officer | A-Award | A | Common Stock | 8,919 | 0.00 | — | 20,275 | — | ↗ |
| 2021-07-16 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 86,997 | 23.48 | 2.04M | 438,773 | — | ↗ |
| 2021-07-16 | GERKE THOMAS A | Officer | F-InKind | D | Common Stock | 17,402 | 23.48 | 408.6K | 133,534 | — | ↗ |
| 2021-07-16 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 15,819 | 23.48 | 371.4K | 93,280 | — | ↗ |
| 2021-07-02 | Orosco Karen A | Officer | F-InKind | D | Common Stock | 40 | 23.78 | 951.20 | 69,614 | — | ↗ |
| 2021-07-02 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 10 | 23.78 | 237.80 | 11,356 | — | ↗ |
| 2021-07-02 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 299 | 23.78 | 7.1K | 329,613 | — | ↗ |
| 2021-07-02 | GERKE THOMAS A | Officer | F-InKind | D | Common Stock | 63 | 23.78 | 1.5K | 111,702 | — | ↗ |
| 2021-07-02 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 68 | 23.78 | 1.6K | 73,432 | — | ↗ |
| 2021-06-30 | Orosco Karen A | Officer | F-InKind | D | Common Stock | 5,175 | 23.48 | 121.5K | 69,376 | — | ↗ |
| 2021-06-30 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 1,260 | 23.48 | 29.6K | 11,298 | — | ↗ |
| 2021-06-30 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 26,788 | 23.48 | 629.0K | 326,755 | — | ↗ |
| 2021-06-30 | GERKE THOMAS A | Officer | F-InKind | D | Common Stock | 5,475 | 23.48 | 128.6K | 111,479 | — | ↗ |
| 2021-06-30 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 5,962 | 23.48 | 140.0K | 73,174 | — | ↗ |
| 2021-04-01 | Mends Mia | Director | A-Award | A | Common Stock | 3,153 | 0.00 | — | 3,153 | — | ↗ |
| 2021-04-01 | Cohan Sean | Director | A-Award | A | Common Stock | 3,153 | 0.00 | — | 3,153 | — | ↗ |
| 2020-12-21 | Jones Jeffrey J II | Officer | P-Purchase | A | Common Stock | 3,310 | 15.05 | 49.8K | 346,097 | — | ↗ |
| 2020-09-10 | Wood Christianna | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 104,467 | — | ↗ |
| 2020-09-10 | Winter Matthew E | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 28,472 | — | ↗ |
| 2020-09-10 | ROHDE BRUCE | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 101,264 | — | ↗ |
| 2020-09-10 | REICH VICTORIA | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 75,979 | — | ↗ |
| 2020-09-10 | Piazza Yolande G | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 10,053 | — | ↗ |
| 2020-09-10 | LEWIS DAVID B | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 113,969 | — | ↗ |
| 2020-09-10 | Johnson Richard A | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 41,684 | — | ↗ |
| 2020-09-10 | Gupta Anuradha | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 15,351 | — | ↗ |
| 2020-09-10 | Gerard Robert A | Director | A-Award | A | Common Stock | 23,456 | 0.00 | — | 217,644 | — | ↗ |
| 2020-09-10 | Brown Paul J | Director | A-Award | A | Common Stock | 10,053 | 0.00 | — | 81,679 | — | ↗ |
| 2020-09-03 | Jones Jeffrey J II | Director / Officer | P-Purchase | A | Common Stock | 13,150 | 15.04 | 197.8K | 338,152 | — | ↗ |
| 2020-09-03 | Gerard Robert A | Director | P-Purchase | A | Common Stock | 12,000 | 15.17 | 182.0K | 21,000 | — | ↗ |
| 2020-08-21 | Jones Jeffrey J II | Officer | F-InKind | D | Common Stock | 2,428 | 14.62 | 35.5K | 325,002 | — | ↗ |
| 2020-07-28 | Orosco Karen A | Officer | F-InKind | D | Common Stock | 1,740 | 14.28 | 24.8K | 73,490 | — | ↗ |
| 2020-07-28 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 470 | 14.28 | 6.7K | 12,309 | — | ↗ |
| 2020-07-28 | Jones Jeffrey J II | Director / Officer | F-InKind | D | Common Stock | 8,708 | 14.28 | 124.4K | 327,430 | — | ↗ |
| 2020-07-28 | GERKE THOMAS A | Officer | F-InKind | D | Common Stock | 5,739 | 14.28 | 82.0K | 115,860 | — | ↗ |
| 2020-07-28 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 2,200 | 14.28 | 31.4K | 77,892 | — | ↗ |
| 2020-07-27 | Orosco Karen A | Officer | A-Award | A | Common Stock | 3,818 | 0.00 | — | 75,230 | — | ↗ |
| 2020-07-27 | Logerwell Kellie J | Officer | A-Award | A | Common Stock | 1,194 | 0.00 | — | 12,779 | — | ↗ |
| 2020-07-27 | Jones Jeffrey J II | Director / Officer | A-Award | A | Common Stock | 18,902 | 0.00 | — | 336,138 | — | ↗ |
| 2020-07-27 | GERKE THOMAS A | Officer | A-Award | A | Common Stock | 11,931 | 0.00 | — | 121,599 | — | ↗ |
| 2020-07-27 | Bowen Tony G | Officer | A-Award | A | Common Stock | 4,773 | 0.00 | — | 80,092 | — | ↗ |
| 2020-07-02 | Orosco Karen A | Officer | F-InKind | D | Common Stock | 43 | 14.00 | 602.00 | 71,412 | — | ↗ |
| 2020-07-02 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 14 | 14.00 | 196.00 | 11,585 | — | ↗ |
| 2020-07-02 | Jones Jeffrey J II | Director / Officer | F-InKind | D | Common Stock | 226 | 14.00 | 3.2K | 317,236 | — | ↗ |
| 2020-07-02 | GERKE THOMAS A | Officer | F-InKind | D | Common Stock | 74 | 14.00 | 1.0K | 109,668 | — | ↗ |
| 2020-07-02 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 52 | 14.00 | 728.00 | 75,319 | — | ↗ |
| 2020-06-30 | Orosco Karen A | Officer | A-Award | A | Common Stock | 15,407 | 0.00 | — | 74,715 | — | ↗ |
| 2020-06-30 | Logerwell Kellie J | Officer | F-InKind | D | Common Stock | 965 | 14.28 | 13.8K | 11,523 | — | ↗ |
| 2020-06-30 | Jones Jeffrey J II | Director / Officer | F-InKind | D | Common Stock | 18,969 | 14.28 | 270.9K | 313,323 | — | ↗ |
| 2020-06-30 | GERKE THOMAS A | Officer | F-InKind | D | Common Stock | 6,058 | 14.28 | 86.5K | 109,359 | — | ↗ |
| 2020-06-30 | Bowen Tony G | Officer | F-InKind | D | Common Stock | 4,191 | 14.28 | 59.8K | 75,040 | — | ↗ |
| 2019-11-07 | Gupta Anuradha | Director | A-Award | A | Common Stock | 5,074 | 0.00 | — | 5,074 | — | ↗ |
| 2019-09-12 | Wood Christianna | Director | A-Award | A | Common Stock | 6,179 | 0.00 | — | 89,221 | — | ↗ |
| 2019-09-12 | Winter Matthew E | Director | A-Award | A | Common Stock | 6,179 | 0.00 | — | 17,521 | — | ↗ |
Executive team
Top executives
EBIT / Employee
199.9K
Shares Outstanding
126.76M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jeffrey J. Jones II, President and CEO | 997.7K | — | 8.30M | — | 1.44M | 236.1K | 10.97M | 75.67% | ↗ |
| 2 | 2025 | Curtis A. Campbell, President, Global Consumer Tax and Chief Product Officer | 626.7K | — | 1.50M | — | 541.0K | 79.8K | 2.75M | 54.60% | ↗ |
| 3 | 2025 | Scott R. Manuel, Chief Strategy and Operations Officer | 542.6K | — | 1.40M | — | 466.7K | 17.7K | 2.43M | 57.69% | ↗ |
| 4 | 2025 | Tiffany L. Mason, Chief Financial Officer | 560.9K | — | 1.30M | — | 481.3K | 20.9K | 2.36M | 55.01% | ↗ |
| 5 | 2025 | Dara S. Redler, Chief Legal and Administrative Officer | 545.4K | — | 1.20M | — | 489.1K | 21.2K | 2.26M | 53.20% | ↗ |
| 6 | 2025 | Tony G. Bowen, Former Chief Financial Officer | 148.3K | — | — | — | — | 1.6K | 149.9K | 0.00% | ↗ |
| 7 | 2024 | Jeffrey J. Jones II, President and CEO | 1.00M | — | 7.00M | — | 1.70M | 173.3K | 9.88M | 70.87% | ↗ |
| 8 | 2024 | Tony G. Bowen, Former Chief Financial Officer | 646.2K | — | 1.80M | — | 660.1K | 18.7K | 3.13M | 57.60% | ↗ |
| 9 | 2024 | Tony G. Bowen, Chief Financial Officer | 646.2K | — | 1.80M | — | 660.1K | 18.7K | 3.13M | 57.60% | ↗ |
| 10 | 2024 | Dara S. Redler, Chief Legal and Administrative Officer | 522.9K | — | 1.05M | — | 534.1K | 18.8K | 2.13M | 49.40% | ↗ |
| 11 | 2024 | Dara S. Redler, Chief Legal Officer | 522.9K | — | 1.05M | — | 534.1K | 18.8K | 2.13M | 49.40% | ↗ |
| 12 | 2024 | Kellie J. Logerwell, Vice President and Chief Accounting Officer | 290.4K | — | 280.0K | — | 165.5K | 18.0K | 753.9K | 37.15% | ↗ |
| 13 | 2024 | Curtis A. Campbell, President, Global Consumer Tax and Chief Product Officer | 53.9K | 200.0K | 350.0K | — | 54.4K | 13.9K | 672.2K | 52.07% | ↗ |
| 14 | 2023 | Jeffrey J. Jones II, President and CEO | 997.7K | — | 6.20M | — | 1.44M | 178.4K | 8.81M | 70.34% | ↗ |
| 15 | 2023 | Karen A. Orosco, Former President, Global Consumer Tax and Service Delivery | 622.4K | — | 1.70M | — | 541.2K | 1.83M | 4.69M | 36.23% | ↗ |
| 16 | 2023 | Tony G. Bowen, Chief Financial Officer | 641.1K | — | 1.70M | — | 557.4K | 18.3K | 2.92M | 58.28% | ↗ |
| 17 | 2023 | Tony G. Bowen, Former Chief Financial Officer | 641.1K | — | 1.70M | — | 557.4K | 18.3K | 2.92M | 58.28% | ↗ |
| 18 | 2023 | Dara S. Redler, Chief Legal Officer | 518.7K | — | 950.0K | — | 451.0K | 25.8K | 1.95M | 48.83% | ↗ |
| 19 | 2023 | Dara S. Redler, Chief Legal and Administrative Officer | 518.7K | — | 950.0K | — | 451.0K | 25.8K | 1.95M | 48.83% | ↗ |
| 20 | 2023 | Kellie J. Logerwell, Vice President and Chief Accounting Officer | 280.1K | — | 270.0K | — | 135.3K | 16.8K | 702.2K | 38.45% | ↗ |
| 21 | 2022 | Jeffrey J. Jones II, President and CEO | 997.7K | — | 6.42M | — | 3.48M | 141.9K | 11.04M | 58.12% | ↗ |
| 22 | 2022 | Tony G. Bowen, Chief Financial Officer | 618.6K | — | 1.87M | — | 1.30M | 18.3K | 3.80M | 49.10% | ↗ |
| 23 | 2022 | Karen A. Orosco, President, Global Consumer Tax and Service Delivery | 601.6K | — | 1.52M | — | 1.26M | 18.2K | 3.40M | 44.65% | ↗ |
| 24 | 2022 | Karen A. Orosco, Former President, Global Consumer Tax and Service Delivery | 601.6K | — | 1.52M | — | 1.26M | 18.2K | 3.40M | 44.65% | ↗ |
| 25 | 2022 | Thomas A. Gerke, Retired General Counsel and Chief Administrative Officer | 438.7K | — | 1.28M | — | 1.12M | 8.5K | 2.85M | 45.02% | ↗ |
| 26 | 2022 | Dara S. Redler, Chief Legal Officer | 229.4K | 225.0K | 475.0K | — | 406.8K | 7.9K | 1.34M | 35.34% | ↗ |
| 27 | 2022 | Kellie J. Logerwell, Vice President and Chief Accounting Officer | 270.1K | — | 303.4K | — | 315.1K | 17.7K | 906.3K | 33.47% | ↗ |
| 28 | 2021 | Jeffrey J. Jones II, President and CEO | 997.7K | — | 5.50M | — | 2.30M | 106.1K | 8.91M | 61.74% | ↗ |
| 29 | 2021 | Tony G. Bowen, Chief Financial Officer | 601.6K | — | 1.30M | — | 1.00M | 16.9K | 2.92M | 44.53% | ↗ |
| 30 | 2021 | Thomas A. Gerke, Retired General Counsel and Chief Administrative Officer | 601.6K | — | 1.10M | — | 889.4K | 14.5K | 2.61M | 42.22% | ↗ |
| 31 | 2021 | Thomas A. Gerke, General Counsel and Chief Administrative Officer | 601.6K | — | 1.10M | — | 889.4K | 14.5K | 2.61M | 42.22% | ↗ |
| 32 | 2021 | Karen A. Orosco, President, Global Consumer Tax and Service Delivery | 551.5K | — | 1.10M | — | 917.2K | 16.4K | 2.59M | 42.55% | ↗ |
| 33 | 2021 | Karen A. Orosco, Former President, Global Consumer Tax and Service Delivery | 551.5K | — | 1.10M | — | 917.2K | 16.4K | 2.59M | 42.55% | ↗ |
| 34 | 2021 | Karen A. Orosco, Senior Vice President, U.S. Retail | 551.5K | — | 1.10M | — | 917.2K | 16.4K | 2.59M | 42.55% | ↗ |
| 35 | 2021 | Kellie J. Logerwell, Vice President and Chief Accounting Officer | 260.7K | — | 250.0K | — | 240.9K | 15.9K | 767.5K | 32.58% | ↗ |
| 36 | 2020 | Jeffrey J. Jones II, President and CEO | 1.00M | — | 5.50M | — | 401.7K | 18.9K | 6.92M | 79.47% | ↗ |
| 37 | 2020 | Jeffrey J. Jones II, President and Chief Executive Officer | 1.00M | — | 5.50M | — | 401.7K | 18.9K | 6.92M | 79.47% | ↗ |
| 38 | 2020 | Tony G. Bowen, Chief Financial Officer | 595.2K | — | 1.30M | — | 174.4K | 20.7K | 2.09M | 62.19% | ↗ |
| 39 | 2020 | Thomas A. Gerke, Retired General Counsel and Chief Administrative Officer | 603.3K | — | 1.10M | — | 155.0K | 19.3K | 1.88M | 58.58% | ↗ |
| 40 | 2020 | Thomas A. Gerke, General Counsel and Chief Administrative Officer | 603.3K | — | 1.10M | — | 155.0K | 19.3K | 1.88M | 58.58% | ↗ |
| 41 | 2020 | Karen A. Orosco, President, Global Consumer Tax and Service Delivery | 540.9K | — | 1.10M | — | 159.9K | 20.3K | 1.82M | 60.40% | ↗ |
| 42 | 2020 | Karen A. Orosco, Senior Vice President, U.S. Retail | 540.9K | — | 1.10M | — | 159.9K | 20.3K | 1.82M | 60.40% | ↗ |
| 43 | 2020 | Kellie J. Logerwell, Vice President and Chief Accounting Officer | 259.8K | — | 250.1K | — | 42.0K | 16.1K | 568.0K | 44.03% | ↗ |
| 44 | 2019 | Jeffrey J. Jones II, President and CEO | 997.7K | — | 5.50M | — | 1.32M | 689.1K | 8.50M | 64.68% | ↗ |
| 45 | 2019 | Jeffrey J. Jones II, President and Chief Executive Officer | 997.7K | — | 5.50M | — | 1.32M | 689.1K | 8.50M | 64.68% | ↗ |
| 46 | 2019 | Thomas A. Gerke, General Counsel and Chief Administrative Officer | 601.6K | — | 1.10M | — | 508.3K | 14.7K | 2.22M | 49.45% | ↗ |
| 47 | 2019 | Tony G. Bowen, Chief Financial Officer | 540.0K | — | 1.00M | — | 466.0K | 14.5K | 2.02M | 49.50% | ↗ |
| 48 | 2019 | Karen A. Orosco, Senior Vice President, U.S. Retail | 461.5K | — | 900.0K | — | 402.4K | 14.3K | 1.78M | 50.61% | ↗ |
| 49 | 2019 | Kellie J. Logerwell, Vice President and Chief Accounting Officer | 249.0K | — | 250.0K | — | 132.4K | 12.5K | 644.0K | 38.83% | ↗ |
| 50 | 2018 | Jeffrey J. Jones II, President and Chief Executive Officer | 697.0K | 950.0K | 7.94M | 1.38M | 941.4K | 34.6K | 11.94M | 78.02% | ↗ |
| 51 | 2018 | Thomas A. Gerke, General Counsel and Chief Administrative Officer | 773.8K | — | 2.50M | — | 982.8K | 13.2K | 4.27M | 58.55% | ↗ |
| 52 | 2018 | Tony G. Bowen, Chief Financial Officer | 471.0K | — | 1.00M | — | 419.3K | 14.1K | 1.90M | 52.51% | ↗ |
| 53 | 2018 | Kathryn M. Collins, Former Chief Marketing and Strategy Officer | 265.9K | — | 700.1K | — | 220.5K | 657.7K | 1.84M | 37.96% | ↗ |
| 54 | 2018 | Kellie J. Logerwell, Vice President and Chief Accounting Officer | 239.5K | — | 250.1K | — | 117.9K | 12.3K | 619.7K | 40.35% | ↗ |
| 55 | 2018 | William C. Cobb, Former President and Chief Executive Officer | 247.1K | — | — | — | 342.3K | 6.0K | 595.5K | 0.00% | ↗ |
| 56 | 2017 | William C. Cobb, Former President and Chief Executive Officer | 1.00M | — | 5.50M | — | 1.51M | 19.6K | 8.04M | 68.43% | ↗ |
| 57 | 2017 | William C. Cobb, President and Chief Executive Officer | 1.00M | — | 5.50M | — | 1.51M | 19.6K | 8.04M | 68.43% | ↗ |
| 58 | 2017 | Jason L. Houseworth, Chief Innovation Officer | 413.1K | — | 900.0K | — | 383.7K | 780.3K | 2.48M | 36.33% | ↗ |
| 59 | 2017 | Thomas A. Gerke, General Counsel and Chief Administrative Officer | 554.5K | — | 1.10M | — | 535.9K | 12.7K | 2.20M | 49.93% | ↗ |
| 60 | 2017 | Thomas A. Gerke General Counsel and Chief Administrative Officer | 554.5K | — | 1.10M | — | 535.9K | 12.7K | 2.20M | 49.93% | ↗ |
| 61 | 2017 | Tony G. Bowen, Chief Financial Officer | 399.4K | — | 900.0K | — | 365.4K | 14.4K | 1.68M | 53.60% | ↗ |
| 62 | 2017 | Gregory J. Macfarlane, Former Senior Vice President, U.S. Retail Products and Operations | 413.6K | — | 1.20M | — | — | 4.8K | 1.62M | 74.15% | ↗ |
| 63 | 2017 | Kathryn M. Collins, Former Chief Marketing and Strategy Officer | 352.9K | — | 600.0K | — | 277.1K | 12.0K | 1.24M | 48.31% | ↗ |
| 64 | 2017 | Kathryn M. Collins, Chief Marketing and Strategy Officer | 352.9K | — | 600.0K | — | 277.1K | 12.0K | 1.24M | 48.31% | ↗ |
| 65 | 2016 | William C. Cobb, President and Chief Executive Officer | 1.04M | — | 5.50M | — | — | 18.9K | 6.56M | 83.87% | ↗ |
| 66 | 2016 | William C. Cobb, Former President and Chief Executive Officer | 1.04M | — | 5.50M | — | — | 18.9K | 6.56M | 83.87% | ↗ |
| 67 | 2016 | Gregory J. Macfarlane, Former Senior Vice President, U.S. Retail Products and Operations | 636.8K | 175.0K | 1.53M | — | — | 14.9K | 2.35M | 64.85% | ↗ |
| 68 | 2016 | Gregory J. Macfarlane, Chief Financial Officer | 636.8K | 175.0K | 1.53M | — | — | 14.9K | 2.35M | 64.85% | ↗ |
| 69 | 2016 | Thomas A. Gerke Chief Legal Officer | 568.9K | 175.0K | 1.43M | — | — | 16.2K | 2.19M | 65.21% | ↗ |
| 70 | 2016 | Thomas A. Gerke General Counsel and Chief Administrative Officer | 568.9K | 175.0K | 1.43M | — | — | 16.2K | 2.19M | 65.21% | ↗ |
| 71 | 2016 | Thomas A. Gerke, General Counsel and Chief Administrative Officer | 568.9K | 175.0K | 1.43M | — | — | 16.2K | 2.19M | 65.21% | ↗ |
| 72 | 2016 | Delos L. (“Kip”) Knight, III President, U.S. Retail Operations | 543.7K | — | 1.10M | — | — | 13.8K | 1.66M | 66.37% | ↗ |
| 73 | 2016 | Jason L. Houseworth, President, U.S. Tax Product Strategy and Development Management | 434.9K | — | 900.0K | — | — | 15.3K | 1.35M | 66.66% | ↗ |
| 74 | 2016 | Jason L. Houseworth, Chief Innovation Officer | 434.9K | — | 900.0K | — | — | 15.3K | 1.35M | 66.66% | ↗ |
| 75 | 2015 | William C. Cobb, President and Chief Executive Officer | 984.9K | — | 5.50M | — | 1.17M | 26.4K | 7.68M | 71.59% | ↗ |
| 76 | 2015 | William C. Cobb, President and Chief Executive Officer | 984.9K | — | 5.50M | — | 1.17M | 26.4K | 7.68M | 71.59% | ↗ |
| 77 | 2015 | Gregory J. Macfarlane, Chief Financial Officer | 595.1K | — | 1.13M | — | 452.2K | 11.4K | 2.18M | 51.52% | ↗ |
| 78 | 2015 | Gregory J. Macfarlane, Chief Financial Officer | 595.1K | — | 1.13M | — | 452.2K | 11.4K | 2.18M | 51.52% | ↗ |
| 79 | 2015 | Gregory J. Macfarlane, Former Senior Vice President, U.S. Retail Products and Operations | 595.1K | — | 1.13M | — | 452.2K | 11.4K | 2.18M | 51.52% | ↗ |
| 80 | 2015 | Thomas A. Gerke General Counsel and Chief Administrative Officer | 515.3K | — | 1.05M | — | 367.4K | 16.7K | 1.95M | 53.86% | ↗ |
| 81 | 2015 | Thomas A. Gerke Chief Legal Officer | 515.3K | — | 1.05M | — | 367.4K | 16.7K | 1.95M | 53.86% | ↗ |
| 82 | 2015 | Thomas A. Gerke Chief Legal Officer | 515.3K | — | 1.05M | — | 367.4K | 16.7K | 1.95M | 53.86% | ↗ |
| 83 | 2015 | Delos L. (“Kip”) Knight, III President, U.S. Retail Operations | 490.4K | — | 1.00M | — | 353.3K | 15.1K | 1.86M | 53.80% | ↗ |
| 84 | 2015 | Delos L. (“Kip”) Knight, III President, U.S. Retail Operations | 490.4K | — | 1.00M | — | 353.3K | 15.1K | 1.86M | 53.80% | ↗ |
| 85 | 2015 | Jason L. Houseworth, President, U.S. Tax Product Strategy and Development Management | 392.3K | — | 750.0K | — | 263.8K | 11.3K | 1.42M | 52.92% | ↗ |
| 86 | 2015 | Jason L. Houseworth, Chief Innovation Officer | 392.3K | — | 750.0K | — | 263.8K | 11.3K | 1.42M | 52.92% | ↗ |
| 87 | 2015 | Jason L. Houseworth, President, U.S. Tax Product Strategy and Development Management | 392.3K | — | 750.0K | — | 263.8K | 11.3K | 1.42M | 52.92% | ↗ |
| 88 | 2014 | William C. Cobb, President and Chief Executive Officer | 950.0K | — | 4.50M | — | 2.00M | 35.3K | 7.49M | 60.12% | ↗ |
| 89 | 2014 | William C. Cobb, President and Chief Executive Officer | 950.0K | — | 4.50M | — | 2.00M | 35.3K | 7.49M | 60.12% | ↗ |
| 90 | 2014 | Gregory J. Macfarlane, Chief Financial Officer | 575.0K | — | 1.00M | — | 917.3K | 12.5K | 2.50M | 39.92% | ↗ |
| 91 | 2014 | Gregory J. Macfarlane, Chief Financial Officer | 575.0K | — | 1.00M | — | 917.3K | 12.5K | 2.50M | 39.92% | ↗ |
| 92 | 2014 | Thomas A. Gerke Chief Legal Officer | 496.7K | — | 1.00M | — | 741.4K | 17.8K | 2.26M | 44.33% | ↗ |
| 93 | 2014 | Thomas A. Gerke Chief Legal Officer | 496.7K | — | 1.00M | — | 741.4K | 17.8K | 2.26M | 44.33% | ↗ |
| 94 | 2014 | Delos L. (“Kip”) Knight, III President, U.S. Retail Operations | 408.3K | — | 500.0K | — | 622.8K | 23.3K | 1.55M | 32.17% | ↗ |
| 95 | 2014 | Delos L. (“Kip”) Knight, III President, U.S. Retail Operations | 408.3K | — | 500.0K | — | 622.8K | 23.3K | 1.55M | 32.17% | ↗ |
| 96 | 2014 | Susan P. Ehrlich Former President, Financial Services | 103.0K | — | 541.6K | — | 35.8K | 697.5K | 1.38M | 39.31% | ↗ |
| 97 | 2014 | Jason L. Houseworth, President, Global Digital and Product Management | 360.0K | — | 500.0K | — | 498.2K | 12.2K | 1.37M | 36.49% | ↗ |
| 98 | 2014 | Jason L. Houseworth, President, U.S. Tax Product Strategy and Development Management | 360.0K | — | 500.0K | — | 498.2K | 12.2K | 1.37M | 36.49% | ↗ |
| 99 | 2014 | Jason L. Houseworth, President, U.S. Tax Product Strategy and Development Management | 360.0K | — | 500.0K | — | 498.2K | 12.2K | 1.37M | 36.49% | ↗ |
| 100 | 2013 | William C. Cobb, President and Chief Executive Officer | 950.0K | — | 4.78M | 383.6K | 1.31M | 39.2K | 7.47M | 69.15% | ↗ |
| 101 | 2013 | Gregory J. Macfarlane, Chief Financial Officer | 502.1K | 125.0K | 1.33M | — | 487.1K | 43.2K | 3.08M | 43.03% | ↗ |
| 102 | 2013 | Thomas A. Gerke Chief Legal Officer | 477.5K | — | 727.5K | — | 372.0K | 26.2K | 1.60M | 45.38% | ↗ |
| 103 | 2013 | Susan P. Ehrlich Former President, Financial Services | 391.9K | — | 485.0K | — | 310.0K | 16.9K | 1.20M | 40.29% | ↗ |
| 104 | 2013 | Susan P. Ehrlich President, Financial Services | 391.9K | — | 485.0K | — | 310.0K | 16.9K | 1.20M | 40.29% | ↗ |
| 105 | 2013 | Jason L. Houseworth, President, Global Digital and Product Management | 354.2K | — | 485.0K | — | 279.0K | 32.2K | 1.15M | 42.16% | ↗ |
| 106 | 2013 | President, U.S. Tax Services | 354.2K | — | 485.0K | — | 279.0K | 32.2K | 1.15M | 42.16% | ↗ |
| 107 | 2013 | Jason L. Houseworth, President, Global Digital and Product Management | 354.2K | — | 485.0K | — | 279.0K | 32.2K | 1.15M | 42.16% | ↗ |
| 108 | 2013 | Jason L. Houseworth, President, U.S. Tax Product Strategy and Development Management | 354.2K | — | 485.0K | — | 279.0K | 32.2K | 1.15M | 42.16% | ↗ |
| 109 | 2013 | Jeffrey T. Brown, Chief Accounting and Risk Officer | 387.0K | — | 388.0K | — | 214.2K | 29.1K | 1.02M | 38.10% | ↗ |
| 110 | 2012 | William C. Cobb, President and Chief Executive Officer | 951.2K | 900.0K | 4.50M | 4.51M | 856.2K | 239.5K | 11.95M | 75.35% | ↗ |
| 111 | 2012 | C.E. Andrews, Former President, RSM McGladrey, Inc. | 350.0K | 3.00M | — | 170.4K | — | 991.0K | 4.51M | 3.78% | ↗ |
| 112 | 2012 | President, Retail Tax Services of HRB Tax Group, Inc. | 453.3K | — | 350.0K | 350.0K | 172.9K | 41.6K | 1.37M | 51.18% | ↗ |
| 113 | 2012 | Susan P. Ehrlich Former President, Financial Services | 172.1K | 200.0K | 236.8K | — | 164.2K | 157.4K | 1.16M | 20.49% | ↗ |
| 114 | 2012 | Senior Vice President, Financial Services | 172.1K | 200.0K | 236.8K | 225.0K | 164.2K | 157.4K | 1.16M | 39.96% | ↗ |
| 115 | 2012 | Susan P. Ehrlich President, Financial Services | 172.1K | 200.0K | 236.8K | 225.0K | 164.2K | 157.4K | 1.16M | 39.96% | ↗ |
| 116 | 2012 | Senior Vice President and Chief Financial Officer | 382.5K | — | 250.0K | 250.0K | 167.4K | 32.6K | 1.08M | 46.19% | ↗ |
| 117 | 2012 | Jeffrey T. Brown, Chief Accounting and Risk Officer | 382.5K | — | 250.0K | 250.0K | 167.4K | 32.6K | 1.08M | 46.19% | ↗ |
| 118 | 2012 | Thomas A. Gerke Chief Legal Officer | 153.1K | — | 355.7K | — | 65.0K | 5.9K | 929.7K | 38.26% | ↗ |
| 119 | 2012 | Senior Vice President and General Counsel | 153.1K | — | 355.7K | 350.0K | 65.0K | 5.9K | 929.7K | 75.91% | ↗ |
| 120 | 2012 | Former President and Chief Executive Officer | 374.5K | — | — | — | — | 127.1K | 501.6K | 0.00% | ↗ |
| 121 | 2011 | Alan M. Bennett, Chief Executive Officer | 773.7K | 1.60M | — | — | 451.9K | 348.1K | 5.67M | 0.00% | ↗ |
| 122 | 2011 | Former President and Chief Executive Officer | 773.7K | 1.60M | — | 2.50M | 451.9K | 348.1K | 5.67M | 44.06% | ↗ |
| 123 | 2011 | President, Retail Tax Services of HRB Tax Group, Inc. | 348.3K | 5.7K | 80.0K | 177.2K | 304.8K | 24.4K | 940.4K | 27.35% | ↗ |
| 124 | 2011 | Philip L. Mazzini, President, Retail Tax Services of HRB Tax Group, Inc. | 348.3K | 5.7K | 80.0K | — | 304.8K | 24.4K | 940.4K | 8.51% | ↗ |
| 125 | 2011 | Senior Vice President and Chief Financial Officer | 320.3K | — | 80.0K | 177.2K | 209.5K | 22.0K | 809.1K | 31.79% | ↗ |
| 126 | 2011 | Jeffrey T. Brown, Chief Accounting and Risk Officer | 320.3K | — | 80.0K | 177.2K | 209.5K | 22.0K | 809.1K | 31.79% | ↗ |
| 127 | 2011 | Jeffrey T. Brown, Chief Financial Officer | 320.3K | — | 80.0K | — | 209.5K | 22.0K | 809.1K | 9.89% | ↗ |
| 128 | 2011 | C.E. Andrews, Former President, RSM McGladrey, Inc. | 525.0K | — | — | 88.6K | 42.0K | 18.8K | 674.4K | 13.14% | ↗ |
| 129 | 2011 | Russell P. Smyth, Former Chief Executive Officer | 334.7K | — | — | — | — | 53.6K | 388.3K | 0.00% | ↗ |
| 130 | 2010 | Russell P. Smyth, Chief Executive Officer | 950.0K | — | 520.0K | — | — | 31.0K | 3.28M | 15.84% | ↗ |
| 131 | 2010 | Russell P. Smyth, Former Chief Executive Officer | 950.0K | — | 520.0K | — | — | 31.0K | 3.28M | 15.84% | ↗ |
| 132 | 2010 | Robert J. Turtledove, Senior Vice President, Chief Marketing Officer | 316.3K | 200.0K | 850.0K | — | — | 135.5K | 1.84M | 46.09% | ↗ |
| 133 | 2010 | C.E. Andrews, President, RSM McGladrey Business Services, Inc. | 451.6K | 336.0K | — | — | — | 20.2K | 1.01M | 0.00% | ↗ |
| 134 | 2010 | C.E. Andrews, Former President, RSM McGladrey, Inc. | 451.6K | 336.0K | — | 199.7K | — | 20.2K | 1.01M | 19.82% | ↗ |
| 135 | 2010 | Becky S. Shulman, Chief Financial Officer | 381.6K | — | 99.6K | — | — | 23.7K | 835.8K | 11.91% | ↗ |
| 136 | 2009 | Russell P. Smyth, Chief Executive Officer | 712.5K | 783.8K | — | — | — | 290.0K | 5.27M | 0.00% | ↗ |
| 137 | 2009 | Russell P. Smyth, Former Chief Executive Officer | 712.5K | 783.8K | — | — | — | 290.0K | 5.27M | 0.00% | ↗ |
| 138 | 2009 | Steven Tait, President, RSM McGladrey Business Services, Inc. | 486.9K | — | 226.4K | — | — | 902.5K | 2.68M | 8.45% | ↗ |
| 139 | 2009 | Alan M. Bennett, Former Chief Executive Officer | 300.0K | 900.0K | — | — | — | 428.4K | 1.71M | 0.00% | ↗ |
| 140 | 2009 | Timothy C. Gokey, President, U.S. Tax Operations of HRB Tax Group, Inc. | 487.7K | — | 366.0K | — | 59.4K | 32.2K | 1.66M | 22.01% | ↗ |
| 141 | 2009 | Becky S. Shulman, Chief Financial Officer | 378.0K | — | 119.1K | — | — | 21.4K | 875.3K | 13.61% | ↗ |
| 142 | 2009 | Tammy S. Serati, Senior Vice President, Human Resources | 293.6K | — | 122.4K | — | — | 15.9K | 594.0K | 20.60% | ↗ |
| 143 | 2008 | Timothy C. Gokey, President, U.S. Tax Operations of HRB Tax Group, Inc. | 473.3K | — | 412.8K | — | 505.1K | 46.9K | 2.10M | 19.70% | ↗ |
| 144 | 2008 | Steven Tait, President, RSM McGladrey Business Services, Inc. | 475.0K | — | 298.2K | — | 465.5K | 31.0K | 1.81M | 16.47% | ↗ |
| 145 | 2008 | Alan M. Bennett, Former Chief Executive Officer | 405.7K | — | — | — | — | 504.6K | 1.36M | 0.00% | ↗ |
| 146 | 2008 | Becky S. Shulman, Chief Financial Officer | 272.3K | 50.0K | 312.4K | — | 122.6K | 25.0K | 969.7K | 32.22% | ↗ |
| 147 | 2008 | Becky S. Shulman, Chief Financial Officer | — | 50.0K | — | — | — | — | 50.0K | 0.00% | ↗ |
| 148 | 2008 | Robert E. Dubrish, Former Chief Executive Officer, Option One Mortgage Corporation | — | — | — | — | — | — | — | — | ↗ |
| 149 | 2008 | Steven Tait, President, RSM McGladrey | — | — | — | — | — | — | — | — | ↗ |
| 150 | 2008 | Timothy C. Gokey, President, U.S. Tax Operations of HR Block Services, Inc. | — | — | — | — | — | — | — | — | ↗ |
| 151 | 2008 | Alan M. Bennett, | — | — | — | — | — | — | — | — | ↗ |
| 152 | 2008 | William L. Trubeck, Former Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 153 | 2008 | Thomas A. Allanson | — | — | — | — | — | — | — | — | ↗ |
| 154 | 2008 | Mark A. Ernst, Former Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 155 | 2008 | Marc West, | — | — | — | — | — | — | — | — | ↗ |
| 156 | 2007 | Timothy C. Gokey, President, U.S. Tax Operations of HRB Tax Group, Inc. | 457.5K | — | 457.5K | — | 296.2K | 43.5K | 1.92M | 23.87% | ↗ |
| 157 | 2007 | Steven Tait, President, RSM McGladrey Business Services, Inc. | 465.0K | — | 282.7K | — | — | 55.9K | 1.35M | 20.88% | ↗ |
| 158 | 2007 | William L. Trubeck, Former Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 159 | 2007 | Steven Tait, President, RSM McGladrey | — | — | — | — | — | — | — | — | ↗ |
| 160 | 2007 | Timothy C. Gokey, President, U.S. Tax Operations of HR Block Services, Inc. | — | — | — | — | — | — | — | — | ↗ |
| 161 | 2007 | Mark A. Ernst, Former Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 162 | 2007 | Robert E. Dubrish, Former Chief Executive Officer, Option One Mortgage Corporation | — | — | — | — | — | — | — | — | ↗ |
| 163 | 2006 | Mark A. Ernst, Chairman of the Board, President and Chief Executive Officer | 854.2K | — | 879.5K | — | — | 70.0K | 3.73M | 23.55% | ↗ |
| 164 | 2006 | Robert E. Dubrish, President and Chief Executive Officer, Option One Mortgage Corporation | 504.7K | 75.0K | 410.4K | — | — | 34.7K | 2.06M | 19.89% | ↗ |
| 165 | 2006 | Steven Tait President, RSM McGladrey Business Services, Inc. | 457.9K | 300.0K | 410.4K | — | — | 42.6K | 1.95M | 21.01% | ↗ |
| 166 | 2006 | William L. Trubeck Executive Vice President and Chief Financial Officer | 461.3K | 185.0K | 410.4K | — | — | 20.9K | 1.82M | 22.56% | ↗ |
| 167 | 2006 | Nicholas J. Spaeth Senior Vice President and Chief Legal Officer | 410.0K | 93.0K | 293.2K | — | — | 31.3K | 1.20M | 24.44% | ↗ |
| 168 | 2005 | Mark A. Ernst, Chairman of the Board, President and Chief Executive Officer | 816.3K | 394.3K | 715.0K | — | — | 81.2K | 3.53M | 20.25% | ↗ |
| 169 | 2005 | Robert E. Dubrish, President and Chief Executive Officer, Option One Mortgage Corporation | 472.4K | 203.4K | 309.8K | — | — | 42.8K | 2.20M | 14.05% | ↗ |
| 170 | 2005 | Mark A. Ernst, Chairman of the Board, President and Chief | 816.3K | 394.3K | 715.0K | 110.0K | — | 81.2K | 2.01M | 41.11% | ↗ |
| 171 | 2005 | William L. Trubeck Executive Vice President and Chief Financial Officer | 260.8K | 72.5K | 501.3K | — | — | 12.6K | 1.66M | 30.20% | ↗ |
| 172 | 2005 | Steven Tait President, RSM McGladrey Business Services, Inc. | 429.8K | 357.1K | 238.3K | — | — | 29.6K | 1.54M | 15.48% | ↗ |
| 173 | 2005 | Nicholas J. Spaeth Senior Vice President and Chief Legal Officer | 400.0K | 101.5K | 238.3K | — | — | 44.2K | 1.27M | 18.79% | ↗ |
| 174 | 2005 | Robert E. Dubrish, President and Chief Executive Officer, Option | 472.4K | 203.4K | 309.8K | 85.0K | — | 42.6K | 1.03M | 38.40% | ↗ |
| 175 | 2005 | Jeffery W. Yabuki, Executive Vice President and Chief Operating Officer | 465.0K | 143.6K | 309.8K | 85.0K | — | 43.7K | 962.1K | 41.04% | ↗ |
| 176 | 2004 | Nicholas J. Spaeth Senior Vice President and Chief Legal Officer | 100.0K | 300.0K | 1.16M | — | — | 3.9K | 3.85M | 30.13% | ↗ |
| 177 | 2004 | Mark A. Ernst, Chairman of the Board, President and Chief Executive Officer | 768.8K | 865.5K | 430.0K | — | — | 91.0K | 3.41M | 12.60% | ↗ |
| 178 | 2004 | Robert E. Dubrish, President and Chief Executive Officer, Option One Mortgage Corporation | 450.0K | 438.7K | 228.7K | — | — | 66.1K | 2.21M | 10.34% | ↗ |
| 179 | 2004 | Mark A. Ernst, Chairman of the Board, President and Chief | 768.8K | 865.4K | 432.5K | 110.0K | — | 91.0K | 2.16M | 25.14% | ↗ |
| 180 | 2004 | Robert E. Dubrish, President and Chief Executive Officer, Option | 450.0K | 438.7K | 230.0K | 90.0K | — | 66.1K | 1.18M | 27.01% | ↗ |
| 181 | 2004 | Steven Tait President, RSM McGladrey Business Services, Inc. | 400.0K | 217.0K | — | — | — | 22.2K | 1.10M | 0.00% | ↗ |
| 182 | 2004 | Jeffery W. Yabuki, Executive Vice President and Chief Operating Officer | 437.5K | 383.1K | 216.3K | 90.0K | — | 51.3K | 1.09M | 28.14% | ↗ |
| 183 | 2004 | Brian L. Nygaard President and Chief Executive Officer, HR Block Financial Advisors, Inc. | 359.2K | 194.8K | 216.3K | — | — | 29.1K | 799.2K | 27.06% | ↗ |
| 184 | 2004 | Frank J. Cotroneo, Senior Vice President and Chief Financial | 384.3K | 109.3K | 216.3K | — | — | 62.4K | 772.2K | 28.00% | ↗ |
| 185 | 2004 | William L. Trubeck Executive Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 186 | 2003 | Mark A. Ernst, Chairman of the Board, President and Chief | 741.7K | 734.1K | — | 120.0K | — | 60.5K | 1.54M | 7.81% | ↗ |
| 187 | 2003 | Mark A. Ernst, Chairman of the Board, President and Chief Executive Officer | 741.7K | 734.1K | — | — | — | 60.5K | 1.54M | 0.00% | ↗ |
| 188 | 2003 | Robert E. Dubrish, President and Chief Executive Officer, Option | 425.0K | 414.4K | 139.5K | 90.0K | — | 29.7K | 1.01M | 22.76% | ↗ |
| 189 | 2003 | Robert E. Dubrish, President and Chief Executive Officer, Option One Mortgage Corporation | 425.0K | 414.4K | 138.1K | — | — | 29.7K | 1.01M | 13.71% | ↗ |
| 190 | 2003 | Jeffery W. Yabuki, Executive Vice President and Chief Operating | 416.7K | 352.2K | — | 90.0K | — | 37.3K | 806.2K | 11.16% | ↗ |
| 191 | 2003 | Jeffery W. Yabuki, Executive Vice President and Chief Operating Officer | 416.7K | 352.2K | — | 90.0K | — | 37.3K | 806.2K | 11.16% | ↗ |
| 192 | 2003 | Frank J. Cotroneo, Senior Vice President and Chief Financial | 373.3K | 263.0K | — | 55.0K | — | 24.6K | 660.9K | 8.32% | ↗ |
| 193 | 2003 | Frank J. Cotroneo, Senior Vice President and Chief Financial | 373.3K | 263.0K | — | — | — | 24.6K | 660.9K | 0.00% | ↗ |
| 194 | 2003 | Thomas G. Rotherham, President and Chief Executive Officer, RSM | 396.3K | 216.0K | — | 20.0K | — | 1.1K | 613.4K | 3.26% | ↗ |
| 195 | 2003 | Brian L. Nygaard President and Chief Executive Officer, HR Block Financial Advisors, Inc. | 350.0K | 50.1K | — | — | — | 11.2K | 411.3K | 0.00% | ↗ |
| 196 | 2003 | Brian L. Nygaard President and Chief Executive Officer, HR | 350.0K | 50.1K | — | 50.0K | — | 11.2K | 411.3K | 12.16% | ↗ |
| 197 | 2003 | Steven Tait President, RSM McGladrey Business Services, Inc. | 33.3K | — | 321.4K | 50.0K | — | 20.00 | 354.7K | 104.69% | ↗ |
| 198 | 2003 | Nicholas J. Spaeth Senior Vice President and Chief Legal Officer | — | — | — | — | — | — | — | — | ↗ |
| 199 | 2002 | Mark A. Ernst, President and Chief Executive Officer | 683.3K | 787.5K | 168.0K | — | — | 77.6K | 1.72M | 9.79% | ↗ |
| 200 | 2002 | Mark A. Ernst, Chairman of the Board, President and Chief | 683.3K | 787.5K | 168.0K | 180.0K | — | 77.6K | 1.72M | 20.28% | ↗ |
| 201 | 2002 | Mark A. Ernst, Chairman of the Board, President and Chief Executive Officer | 683.3K | 787.5K | 168.0K | — | — | 77.6K | 1.72M | 9.79% | ↗ |
| 202 | 2002 | Brian L. Nygaard President and Chief Executive Officer, HR | 171.9K | 325.7K | 510.0K | 40.0K | — | 2.6K | 1.01M | 54.45% | ↗ |
| 203 | 2002 | Brian L. Nygaard President and Chief Executive Officer, HR Block Financial Advisors, Inc. | 171.9K | 325.7K | 510.0K | — | — | 2.6K | 1.01M | 50.49% | ↗ |
| 204 | 2002 | Jeffery W. Yabuki, Chief Operating Officer and Executive Vice | 411.0K | 365.6K | 126.5K | — | — | 31.6K | 934.7K | 13.53% | ↗ |
| 205 | 2002 | Jeffery W. Yabuki, Executive Vice President and Chief Operating | 411.0K | 365.6K | 126.5K | 90.0K | — | 31.6K | 934.7K | 23.16% | ↗ |
| 206 | 2002 | Jeffery W. Yabuki, Executive Vice President and Chief Operating Officer | 411.0K | 365.6K | 126.5K | — | — | 31.6K | 934.7K | 13.53% | ↗ |
| 207 | 2002 | Robert E. Dubrish, President and Chief Executive Officer, Option One Mortgage Corporation | 360.2K | 297.0K | 139.5K | — | — | 36.0K | 832.6K | 16.76% | ↗ |
| 208 | 2002 | Robert E. Dubrish, President and Chief Executive Officer, Option | 360.2K | 297.0K | 139.5K | 60.0K | — | 36.0K | 832.6K | 23.96% | ↗ |
| 209 | 2002 | Frank J. Cotroneo, Senior Vice President and Chief Financial | 362.5K | 301.1K | 92.4K | 70.0K | — | 12.1K | 768.1K | 21.14% | ↗ |
| 210 | 2002 | Frank J. Cotroneo, Senior Vice President and Chief Financial | 362.5K | 301.1K | 92.4K | — | — | 12.1K | 768.1K | 12.03% | ↗ |
| 211 | 2002 | Thomas G. Rotherham, President and Chief Executive Officer, RSM | 384.4K | 288.0K | — | 50.0K | — | — | 672.4K | 7.44% | ↗ |
| 212 | 2002 | Steven Tait President, RSM McGladrey Business Services, Inc. | — | — | — | — | — | — | — | — | ↗ |
| 213 | 2001 | Robert E. Dubrish, President and Chief Executive Officer, Option | 320.0K | 290.2K | 1.48M | 36.0K | — | 25.8K | 2.12M | 71.64% | ↗ |
| 214 | 2001 | Mark A. Ernst, President and Chief Executive Officer | 545.8K | 583.1K | — | — | — | 17.1K | 1.15M | 0.00% | ↗ |
| 215 | 2001 | Mark A. Ernst, Chairman of the Board, President and Chief | 545.8K | 583.1K | — | 150.0K | — | 17.1K | 1.15M | 13.09% | ↗ |
| 216 | 2001 | Frank J. Cotroneo, Senior Vice President and Chief Financial | 268.3K | 295.4K | — | 70.0K | — | 951.00 | 564.6K | 12.40% | ↗ |
| 217 | 2001 | Thomas G. Rotherham, President and Chief Executive Officer, RSM | 402.4K | — | — | 42.0K | — | — | 402.4K | 10.44% | ↗ |
| 218 | 2001 | Jeffery W. Yabuki, Executive Vice President and Chief Operating | 99.8K | 278.7K | — | 70.0K | — | 11.4K | 389.9K | 17.95% | ↗ |
| 219 | 2001 | Jeffery W. Yabuki, Chief Operating Officer and Executive Vice | 99.8K | 278.7K | — | — | — | 11.4K | 389.9K | 0.00% | ↗ |
| 220 | 2001 | Brian L. Nygaard President and Chief Executive Officer, HR | — | — | — | — | — | — | — | — | ↗ |
| 221 | 2000 | Jeffery W. Yabuki, Chief Operating Officer and Executive Vice | 162.9K | 131.6K | 1.57M | — | — | 3.4K | 1.87M | 84.09% | ↗ |
| 222 | 2000 | Mark A. Ernst, President and Chief Executive Officer | 475.9K | 240.3K | — | — | — | 21.5K | 737.7K | 0.00% | ↗ |
| 223 | 2000 | Robert E. Dubrish, President and Chief Executive Officer, Option | 307.3K | 220.9K | — | — | — | 24.1K | 552.3K | 0.00% | ↗ |
| 224 | 2000 | Frank J. Cotroneo, Senior Vice President and Chief Financial | 68.5K | 286.6K | 121.6K | — | — | 169.00 | 476.9K | 25.50% | ↗ |
| 225 | 2000 | Thomas G. Rotherham, President and Chief Executive Officer, RSM | 204.1K | — | — | — | — | — | 204.1K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey J. Jones | Strategic Advisor | 3M | male |
| Curtis A. Campbell | President, Chief Executive Officer & Director | 1M | male |
| Tiffany L. Mason | Chief Financial Officer | 1M | female |
| Dara S. Redler | Chief Legal & Administrative Officer | 1M | female |
| Scott R. Manuel | Chief Strategy & Operations Officer | 1M | male |
| Jason Lenhart | Senior Vice President & Chief Technology Officer | — | male |
| Alicia Chrapaty | Chief Marketing Officer | — | female |
| April Wasleski | Principal Accounting Officer, Vice President & Chief Accounting Officer | — | female |
| Alan Lowden | Chief Information Officer | — | male |
| Michaella Gallina | Vice President of Investor Relations | — | female |
ESG Rating
ESG Score History PERSONAL PRODUCTS & SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-09-23 | 2025-10-10 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-10-29 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-04-29 | 2020-05-13 | Gilbert Cisneros | CA31 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-04-02 | 2020-05-07 | Dean Phillips | MN03 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-03-18 | 2020-04-16 | Gilbert Cisneros | CA31 | -- | Purchase | $1,001 - $15,000 | ↗ |
| 2020-02-28 | 2020-03-12 | Dean Phillips | MN03 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for HRB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
