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 $893.1K 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.

Disclosed Exposure

$893.1K

Companies

2

Total Filings

6

Lifetime Open-Market Net

$0

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
FINW	Director	5,910	$13.76	$81.3K	$0	3	2026-04-01
HRB	President, Financial Services	17,394	$46.67	$811.8K	$0	3	2013-07-02

Recent Filings

6 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

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	HRB	Mixed	+2,529	-$29.8K	EDGAR
2012-12-03	HRB	Tax (F)	−625	-$11.3K	EDGAR
2012-07-03	HRB	Grant (A)	+9,385	$0	EDGAR

Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.