As of April 28, 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 |
|---|---|---|---|---|
| Robert A Gerard | - | 316,262 | 0 | 07 Nov, 2025 |
| Christianna Wood | - | 117,108 | 0 | 10 Sep, 2021 |
| Karen A Orosco | Pres., Global Consumer Tax S | 89,733 | 0 | 09 Sep, 2022 |
| Tony G Bowen | Chief Financial Officer | 89,341 | 0 | 04 Sep, 2024 |
| Thomas A Gerke | Gen. Counsel Chief Admin Off | 85,482 | 0 | 01 Sep, 2021 |
| Anuradha Gupta | - | 43,280 | 0 | 07 Nov, 2025 |
| Curtis A Campbell | President Ceo | 42,822 | 0 | 07 Jan, 2026 |
| Dara S Redler | Chief Legal Admin. Officer | 41,885 | 0 | 03 Sep, 2025 |
| Mia Mends | - | 28,428 | 0 | 07 Nov, 2025 |
| Sean Cohan | - | 28,428 | 0 | 07 Nov, 2025 |
| Yolande G Piazza | - | 28,187 | 0 | 07 Nov, 2023 |
| Scott Manuel | Chief Strategy Operations Of | 23,386 | 0 | 03 Sep, 2025 |
| Kellie J Logerwell | Vp Chief Acct Officer | 22,126 | 0 | 03 Sep, 2025 |
| Tiffany L Mason | Executive Vp, Finance | 21,944 | 0 | 03 Sep, 2025 |
| Mark J. Darling | Chief Retail Officer | 17,528 | 0 | 07 Jan, 2026 |
| April M. Wasleski | Vp Chief Acct Officer | 4,934 | 0 | 03 Nov, 2025 |
| Christian H. Charnaux | - | 3,727 | 0 | 23 Jan, 2026 |
| Geralyn Breig | - | 3,727 | 0 | 23 Jan, 2026 |
| Stephanie Plaines | - | 3,727 | 0 | 23 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 | Stephanie Plaines | 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 |
| 05 Jan, 2026 | Mark J. Darling | Common Stock | A | 1,481 | $0.00 | 17,528 | D | A |
| 05 Jan, 2026 | Curtis A Campbell | Common Stock | A | 17,216 | $0.00 | 42,822 | D | A |
| 05 Nov, 2025 | Anuradha Gupta | Common Stock | A | 3,927 | $0.00 | 43,280 | D | A |
| 05 Nov, 2025 | Mia Mends | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |
| 05 Nov, 2025 | Robert A Gerard | Common Stock | A | 3,927 | $0.00 | 316,262 | D | A |
| 05 Nov, 2025 | Sean Cohan | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |
| 01 Nov, 2025 | April M. Wasleski | Common Stock | A | 3,293 | $0.00 | 4,934 | D | A |
| 31 Aug, 2025 | Curtis A Campbell | Common Stock | A | 11,818 | $0.00 | 26,537 | D | A |
| 31 Aug, 2025 | Tiffany L Mason | Common Stock | A | 10,428 | $0.00 | 17,801 | 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 |
| 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 | 3,476 | $0.00 | 52,440 | D | A |
| 31 Aug, 2025 | Tiffany L Mason | Common Stock | A | 5,214 | $0.00 | 23,015 | D | A |
| 31 Aug, 2025 | Kellie J Logerwell | Common Stock | D | 2,947 | $50.35 | 22,126 | D | F |
| 31 Aug, 2025 | Scott Manuel | Common Stock | A | 5,214 | $0.00 | 24,693 | D | A |
| 31 Aug, 2025 | Curtis A Campbell | Common Stock | D | 1,114 | $50.35 | 25,423 | D | F |