Karen Orosco's Insider Trades & SAST Disclosures
Karen Orosco's most recent trade in H&R Block Inc. was a trade of 50,000 Common Stock done at an average price of $45 . Disclosure was reported to the exchange on Sept. 7, 2022.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Sale of securities on an exchange or to another person at price $ 45.00 per share. | 07 Sep 2022 | 50,000 | 89,732 (0%) | 0% | 45 | 2,250,000 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Aug 2022 | 13,223 | 142,980 (0%) | 0% | 0 | Common Stock | |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Aug 2022 | 44,198 | 149,757 (0%) | 0% | 0 | Common Stock | |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.32 per share. | 11 Aug 2022 | 20,000 | 129,757 (0%) | 0% | 35.3 | 706,400 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Payment of exercise price or tax liability using portion of securities received from the company at price $ 36.77 per share. | 01 Jul 2022 | 30 | 105,559 (0%) | 0% | 36.8 | 1,103 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.32 per share. | 30 Jun 2022 | 3,840 | 105,322 (0%) | 0% | 35.3 | 135,629 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Aug 2021 | 20,696 | 108,044 (0%) | 0% | 0 | Common Stock | |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Jul 2021 | 32,100 | 101,714 (0%) | 0% | 0 | Common Stock | |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.48 per share. | 16 Jul 2021 | 14,366 | 87,348 (0%) | 0% | 23.5 | 337,314 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.78 per share. | 02 Jul 2021 | 40 | 69,614 (0%) | 0% | 23.8 | 951 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | Pres., Global Consumer Tax & S | Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.48 per share. | 30 Jun 2021 | 5,175 | 69,375 (0%) | 0% | 23.5 | 121,509 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | SVP, U.S. Retail | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Jul 2020 | 3,818 | 75,230 (0%) | 0% | 0 | Common Stock | |
| H&R Block Inc. | Karen A. Orosco | SVP, U.S. Retail | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.28 per share. | 27 Jul 2020 | 1,740 | 73,490 (0%) | 0% | 14.3 | 24,847 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | SVP, U.S. Retail | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.00 per share. | 02 Jul 2020 | 43 | 71,412 (0%) | 0% | 14 | 602 | Common Stock |
| H&R Block Inc. | Karen A. Orosco | SVP, U.S. Retail | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jun 2020 | 15,407 | 74,714 (0%) | 0% | 0 | Common Stock | |
| H&R Block Inc. | Karen A. Orosco | SVP, U.S. Retail | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.28 per share. | 30 Jun 2020 | 3,545 | 71,169 (0%) | 0% | 14.3 | 50,623 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges