As of May 30, 2026, the three largest insider holders of HRB are Robert A Gerard (Director, 316.26K shares), Christianna Wood (Director, 117.11K shares), Karen A Orosco (Pres., Global Consumer Tax S, 89.73K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Thomas A Gerke | Gen. Counsel Chief Admin Off | 85,482 | 0 | 01 Sep, 2021 |
| Robert A Gerard | - | 316,262 | 0 | 07 Nov, 2025 |
| Christianna Wood | - | 117,108 | 0 | 10 Sep, 2021 |
| Geralyn Breig | - | 3,727 | 0 | 23 Jan, 2026 |
| Tony G Bowen | Chief Financial Officer | 89,341 | 0 | 04 Sep, 2024 |
| Kellie J Logerwell | Vp Chief Acct Officer | 22,126 | 0 | 03 Sep, 2025 |
| Scott Manuel | Chief Strategy Operations Of | 23,386 | 0 | 03 Sep, 2025 |
| Karen A Orosco | Pres., Global Consumer Tax S | 89,733 | 0 | 09 Sep, 2022 |
| Tiffany L Mason | Executive Vp, Finance | 21,944 | 0 | 03 Sep, 2025 |
| Curtis A Campbell | President Ceo | 42,822 | 0 | 07 Jan, 2026 |
| Stephanie Plaines | - | 3,727 | 0 | 23 Jan, 2026 |
| Anuradha Gupta | - | 43,280 | 0 | 07 Nov, 2025 |
| Yolande G Piazza | - | 28,187 | 0 | 07 Nov, 2023 |
| Sean Cohan | - | 28,428 | 0 | 07 Nov, 2025 |
| Mia Mends | - | 28,428 | 0 | 07 Nov, 2025 |
| Dara S Redler | Chief Legal Admin. Officer | 41,885 | 0 | 03 Sep, 2025 |
| Christian H. Charnaux | - | 3,727 | 0 | 23 Jan, 2026 |
| April M. Wasleski | Vp Chief Acct Officer | 4,934 | 0 | 03 Nov, 2025 |
| Mark J. Darling | Chief Retail Officer | 17,528 | 0 | 07 Jan, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 22 Jan, 2026 | Christian H. Charnaux | Common Stock | A | 3,727 | $0.00 | 3,727 | D | A |
| 22 Jan, 2026 | Geralyn Breig | Common Stock | A | 3,727 | $0.00 | 3,727 | D | A |
| 22 Jan, 2026 | Stephanie Plaines | Common Stock | A | 3,727 | $0.00 | 3,727 | D | A |
| 22 Jan, 2026 | Stephanie Plaines | Common Stock | A | 3,727 | $0.00 | 3,727 | D | A |
| 05 Jan, 2026 | Curtis A Campbell | Common Stock | A | 17,216 | $0.00 | 42,822 | D | A |
| 05 Jan, 2026 | Mark J. Darling | Common Stock | A | 1,481 | $0.00 | 17,528 | D | A |
| 05 Nov, 2025 | Robert A Gerard | Common Stock | A | 3,927 | $0.00 | 316,262 | D | A |
| 05 Nov, 2025 | Mia Mends | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |
| 05 Nov, 2025 | Sean Cohan | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |
| 05 Nov, 2025 | Mia Mends | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |
| 05 Nov, 2025 | Anuradha Gupta | Common Stock | A | 3,927 | $0.00 | 43,280 | D | A |
| 01 Nov, 2025 | April M. Wasleski | Common Stock | A | 3,293 | $0.00 | 4,934 | D | A |
| 01 Nov, 2025 | April M. Wasleski | Common Stock | A | 3,293 | $0.00 | 4,934 | D | A |
| 31 Aug, 2025 | Scott Manuel | Common Stock | A | 10,428 | $0.00 | 19,479 | D | A |
| 31 Aug, 2025 | Kellie J Logerwell | Common Stock | A | 2,086 | $0.00 | 25,073 | D | A |
| 31 Aug, 2025 | Tiffany L Mason | Common Stock | A | 10,428 | $0.00 | 17,801 | D | A |
| 31 Aug, 2025 | Tiffany L Mason | Common Stock | A | 10,428 | $0.00 | 17,801 | D | A |
| 31 Aug, 2025 | Scott Manuel | Common Stock | A | 10,428 | $0.00 | 19,479 | D | A |
| 31 Aug, 2025 | Dara S Redler | Common Stock | A | 9,385 | $0.00 | 48,964 | D | A |
| 31 Aug, 2025 | Kellie J Logerwell | Common Stock | A | 2,086 | $0.00 | 25,073 | D | A |