Kellie J Logerwell
CIK 1678263 · VP & Chief Acct Officer · last filed 2025-09-03
"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.
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Disclosed Exposure
$1.02M
Companies
1
Total Filings
38
Lifetime Open-Market Net
-$1.90M
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 |
|---|---|---|---|---|---|---|---|
| HRB | VP & Chief Acct Officer | 22,126 | $46.19 | $1.02M | -$1.90M | 35 | 2025-09-03 |
Recent Filings · Page 3 of 4
38 filingsInsider 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 |
|---|---|---|---|---|---|
| 2021-09-01 | HRB | Grant (A) | +4,140 | $0 | EDGAR |
| 2021-07-19 | HRB | Mixed | +4,874 | -$95.0K | EDGAR |
| 2021-07-06 | HRB | Tax (F) | −10 | -$238 | EDGAR |
| 2021-07-01 | HRB | Tax (F) | −1,260 | -$29.6K | EDGAR |
| 2020-07-29 | HRB | Mixed | +724 | -$6.7K | EDGAR |
| 2020-07-06 | HRB | Tax (F) | −14 | -$196 | EDGAR |
| 2020-07-01 | HRB | Mixed | +2,537 | -$13.8K | EDGAR |
| 2019-07-22 | HRB | Mixed | +3,895 | -$90.4K | EDGAR |
| 2019-07-03 | HRB | Mixed | −3,006 | -$86.2K | EDGAR |
| 2019-07-01 | HRB | Mixed | +1,097 | -$25.3K | 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.
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.