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KL

Kellie J. Logerwell

HRB
VP & CHIEF ACCT OFFICER · H&R BLOCK INC · CIK 0001678263
FILING MIX · LIFETIME41%/59%
BUYS
13
SELLS
19
TOTAL VALUE
$3.28M
COMPANIES
1
ACTIVE SINCE
Jun 2020
HOLDINGS NOW
22,126
AVG SELL PX
$46.99
TRADE KIND
SHOWING 32 / 32
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Kellie J. Logerwell, 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
7d4+75.00%-0.77%-0.24%-0.53%-1.61%—
14d4+75.00%-1.12%-2.43%+1.31%-0.91%—
30d4+75.00%-1.61%-1.95%+0.34%-0.67%—
60d4+75.00%-3.70%-1.54%-2.16%-6.16%—
90d4+75.00%-5.08%+2.44%-7.51%-10.40%—
180d4+75.00%-9.26%+5.64%-14.89%-18.50%—
1y4+75.00%-0.53%+15.39%-15.92%-29.13%—
2y4(2 pending)+0.00%+30.75%+41.19%-10.43%-10.43%—
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 · 22,126.468 shares · as of Aug 31, 2025
011,55223,10334,65546,20620212022202320242025SHARES 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
2024
2025
2025
2025
FLOW · 13 buys / 19 sellsCOVERAGE · 22 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
2,086——25,073.468Aug 31, 2025Sep 3, 2025 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
2,947$50.35$148.4K22,126.468Aug 31, 2025Sep 3, 2025 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
4,409——22,987.468Aug 13, 2025Aug 15, 2025 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
8,000$64.41$515.3K18,474.346Sep 16, 2024Sep 17, 2024 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
1,604——34,667.346Aug 31, 2024Sep 4, 2024 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
8,193$63.31$518.7K26,474.346Aug 31, 2024Sep 4, 2024 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
9,846$65.00$640.0K25,028.296Aug 19, 2024Aug 20, 2024 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
7,000.95——34,874.296Aug 14, 2024Aug 16, 2024 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
15,036——42,909.346Aug 14, 2024Sep 4, 2024 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
8,000$39.61$316.8K27,721.493Sep 11, 2023Sep 12, 2023 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
2,452——36,719.493Aug 31, 2023Sep 5, 2023 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
998$39.98$39.9K35,721.493Aug 31, 2023Sep 5, 2023 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
11,939$33.61$401.3K34,267.493Jul 19, 2023Jul 21, 2023 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
26,353——46,206.493Jul 19, 2023Jul 21, 2023 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
617$31.87$19.7K19,798.391Jun 30, 2023Jul 3, 2023 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
2,100——20,890.532Aug 31, 2022Sep 2, 2022 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
610$45.00$27.4K20,280.532Aug 31, 2022Sep 2, 2022 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
6,500$48.77$317.0K18,790.532Aug 18, 2022Aug 19, 2022 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
4,537$35.32$160.2K25,290.532Aug 12, 2022Aug 15, 2022 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
10,048——29,827.532Aug 11, 2022Aug 15, 2022 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
8$36.77$29419,779.532Jul 1, 2022Jul 6, 2022 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
875$35.32$30.9K19,730.536Jun 30, 2022Jul 1, 2022 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
4,140——20,369.744Aug 31, 2021Sep 1, 2021 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
4,045$23.48$95.0K16,229.744Jul 16, 2021Jul 19, 2021 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
8,919——20,274.744Jul 16, 2021Jul 19, 2021 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
10$23.78$23811,355.744Jul 2, 2021Jul 6, 2021 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
1,260$23.48$29.6K11,298.034Jun 30, 2021Jul 1, 2021 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
470$14.28$6.7K12,308.652Jul 28, 2020Jul 29, 2020 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
1,194——12,778.652Jul 27, 2020Jul 29, 2020 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
14$14.00$19611,584.652Jul 2, 2020Jul 6, 2020 ↗View →
HRB
H&R BLOCK INC
SALE
VP & Chief Acct Officer
965$14.28$13.8K11,523.116Jun 30, 2020Jul 1, 2020 ↗View →
HRB
H&R BLOCK INC
PURCHASEGRANT
Stock grant
3,502——12,488.116Jun 30, 2020Jul 1, 2020 ↗View →
Other insiders · HRB
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About this filer
CIK 0001678263
ROLE
VP & Chief Acct Officer
PRIMARY
HRB
COMPANIES
1
ACTIVE SINCE
Jun 2020
MARKETPEEL · /INSIDER/0001678263DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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