Susan Ehrlich
CIK 1544187 · President, Financial Services · last filed 2026-04-01
Susan Ehrlich is a President, Financial Services who has filed 6 SEC Form 4 insider transactions across 2 companies since 2012. The most recent filing shows the insider was granted $25.0K of FINW on Apr 1, 2026. Current disclosed insider exposure totals $87.0K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$87.0K
2
6
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| FINW | Director | 5,910 | $14.72 | $87.0K | $0 | 3 | 2026-04-01 |
| H&R BLOCK INC (HRBw) Delisted | President, Financial Services | 17,394 | — | — | $0 | 3 | 2013-07-02 |
Recent Filings
6 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-04-01 | FINW | Grant (A) | +1,589 | $25.0K | EDGAR |
| 2025-05-29 | FINW | Grant (A) | +2,721 | $40.0K | EDGAR |
| 2024-08-01 | FINW | Grant (A) | +1,600 | $0 | EDGAR |
| 2013-07-02 | H&R BLOCK INC (HRBw) Delisted | Mixed | +2,529 | -$29.8K | EDGAR |
| 2012-12-03 | H&R BLOCK INC (HRBw) Delisted | Tax (F) | −625 | -$11.3K | EDGAR |
| 2012-07-03 | H&R BLOCK INC (HRBw) Delisted | Grant (A) | +9,385 | $0 | EDGAR |