MarketPeel
Insider Trading Intelligence
TB

Tony G. Bowen

HRB
CHIEF FINANCIAL OFFICER · H&R BLOCK INC · CIK 0001673692
FILING MIX · LIFETIME37%/63%
BUYS
10
SELLS
17
TOTAL VALUE
$17.87M
COMPANIES
1
ACTIVE SINCE
Jun 2020
HOLDINGS NOW
89,341
AVG SELL PX
$48.01
TRADE KIND
SHOWING 27 / 27
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 1 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Tony G. Bowen, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+100.00%-2.00%-0.42%-1.58%-1.36%
14d3+100.00%-3.76%-2.35%-1.41%-2.19%
30d3+66.67%-1.82%-1.31%-0.51%-0.18%
60d3+66.67%-6.32%-0.48%-5.84%-5.19%
90d3+66.67%-5.71%+3.33%-9.04%-7.77%
180d3+66.67%-9.26%+8.09%-17.34%-14.32%
1y3+66.67%-3.75%+17.68%-21.43%-21.24%
2y3(1 pending)+50.00%+12.21%+43.02%-30.82%-30.82%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HRB · 89,341.277 shares · as of Aug 31, 2024
056,033112,067168,100224,1342021202220232024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
FLOW · 10 buys / 17 sellsCOVERAGE · 18 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
50,193$63.31$3.18M89,341.277Aug 31, 2024Sep 4, 2024View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
79,259$65.17$5.17M90,095.486Aug 19, 2024Aug 20, 2024View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
43,081.209169,354.486Aug 14, 2024Aug 16, 2024View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
92,520218,793.277Aug 14, 2024Sep 4, 2024View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
46,892$47.10$2.21M125,590.631Nov 27, 2023Nov 27, 2023View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
6,134$39.98$245.2K172,206.766Aug 31, 2023Sep 5, 2023View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
15,758178,340.766Aug 31, 2023Sep 5, 2023View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
61,551$33.61$2.07M162,582.766Jul 19, 2023Jul 21, 2023View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
137,023224,133.766Jul 19, 2023Jul 21, 2023View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
3,060$31.87$97.5K86,780.555Jun 30, 2023Jul 3, 2023View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
13,22393,017.013Aug 31, 2022Sep 2, 2022View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
3,986$45.00$179.4K89,031.013Aug 31, 2022Sep 2, 2022View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
64,741$48.35$3.13M79,794.013Aug 18, 2022Aug 19, 2022View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
23,575$35.32$832.7K144,535.013Aug 12, 2022Aug 15, 2022View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
52,237168,110.013Aug 11, 2022Aug 15, 2022View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
35$36.77$1.3K115,873.013Jul 1, 2022Jul 6, 2022View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
4,523$35.32$159.8K115,583.241Jun 30, 2022Jul 1, 2022View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
25,472118,752.364Aug 31, 2021Sep 1, 2021View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
15,819$23.48$371.4K93,280.364Jul 16, 2021Jul 19, 2021View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
35,667109,099.364Jul 16, 2021Jul 19, 2021View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
68$23.78$1.6K73,432.364Jul 2, 2021Jul 6, 2021View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
5,962$23.48$140.0K73,173.945Jun 30, 2021Jul 1, 2021View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
2,200$14.28$31.4K77,892.462Jul 28, 2020Jul 29, 2020View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
4,77380,092.462Jul 27, 2020Jul 29, 2020View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
52$14.00$72875,319.462Jul 2, 2020Jul 6, 2020View →
HRB
H&R BLOCK INC
SALE
Chief Financial Officer
4,191$14.28$59.8K75,040.212Jun 30, 2020Jul 1, 2020View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
18,20879,231.212Jun 30, 2020Jul 1, 2020View →
Other insiders · HRB
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About this filer
CIK 0001673692
ROLE
Chief Financial Officer
PRIMARY
HRB
COMPANIES
1
ACTIVE SINCE
Jun 2020
MARKETPEEL · /INSIDER/0001673692DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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