Company_Context
Financials
Banks
Institutional analysis of internal capital flows based on SEC Form 4 filings.
Signal_Window
Headline metrics use exact calendar-day windows.
2 directional transactions in 365D
Code P purchases and code S sales are measured from 2025.08.29 — 2026.08.28.
-$13.9M
Open-market buys minus sales2026.08.12
Latest available filing18
Reporting entities in windowNo 365D buyer
No open-market buys in 365DJones Jeffrey J II
$13.9MAnalysis of eligible SEC Form 4 activity for HRB indicates a bearish 365-day signal. The selected window contains transactions from 18 distinct reporting insiders, with aggregate nominal activity of $26.51M.
Open-market purchases minus open-market sales produce a negative net flow of $13.94M. Open-market executions represent the majority of measured nominal activity in this window, making the directional flow more representative of voluntary trading activity.
The largest open-market sale in the selected window was attributed to Jones Jeffrey J II (Director, President & CEO). Form 4 activity provides useful ownership context, but it should not be treated as a standalone prediction of future price performance.
Enriched_Research_Context
These indicators use normalized SEC roles, issuer metadata, cluster detection and post-filing market prices already calculated by the data pipeline.
Financials
Banks
0
Clustered open-market purchase records in the recent filing sample.
Recent_Filing_History
This table shows recent filing history and is not restricted by the selected 365D headline signal window.
The selected 365-day window contains 18 distinct reporting insiders with eligible transactions for HRB. This count changes when a different signal window is selected.
Open-market selling volume ($13.94M) currently exceeds buying volume ($0.00M), indicating net liquidation by insiders.
No eligible open-market purchases were reported for HRB during the last 365 calendar days.
Jones Jeffrey J II
OPEN_MARKET_SALECEO · 2025.11.19
30D
-0.7%
90D
-30.7%
180D
-10.9%
Performance uses the latest matured open-market record in this sample. It describes subsequent market movement and does not imply that the filing caused the price change.