| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Financial Officer
1 company
Tony G Bowen last filed a Form 4 in August 2024, as Chief Financial Officer at HRB. Tony G Bowen's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Tony G Bowen's trades have earned a middling insider score of 53/100 across 3 rated trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +3.7%.
At the last filing, the largest reported position was 89,341 shares of HRB. The HRB filings lean toward selling, a net 190,892 shares.
Tony G Bowen has 33 Form 4 filings on record from June 2016 to August 2024, all as Chief Financial Officer at H&r Block (HRB), 2016–2024.
The 47 reported transactions were 25 tax withholdings, 19 stock awards and 3 open-market sales.
Counted by filing, the open-market trades come to no purchases and 3 sales worth about $10.5M.
The largest open-market sale was 79,259 shares of HRB at an average $65.17 on August 19, 2024, about $5.2M. Twelve months later HRB was down 22%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from August 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 19, 2024 | HRB H&r Block Inc | Chief Financial Officer | Sell | 79,259 | $65.17 | $5,165,594.36 | -46.8% | -7.6% | -21.6% | |
| Nov 27, 2023 | HRB H&r Block Inc | Chief Financial Officer | Sell | 46,892 | $47.10 | $2,208,510.04 | -27.2% | +5.5% | +27.9% | |
| Aug 18, 2022 | HRB H&r Block Inc | Chief Financial Officer | Sell | 64,741 | $48.35 | $3,130,097.87 | -44.8% | -15.0% | -17.6% |