Gregory J. Macfarlane

Gregory J. Macfarlane is VP at H&R BLOCK INC (HRB). They have made 3 open-market trades across 1 company since 2012, most recently 2020-03-05.

CIK 0001393959

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2 open-market purchases totalling $301K since 2012, against 1 sale. Too few scored purchases to measure a record yet.

Current Position

Ticker	Shares	Value
HRB	120,259	$6.7M
CSPR	100,962	$685K
CEN	17,250	$358K
Total		$7.7M

Shares reported on the most recent Form 4, priced at the 2020-03-09 close.

Grade by Ticker

CHRB

awaiting returns

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Buy Track Record

Filings2

Only 2 discretionary filings — too few to score

Discretionary filings only. 10b5-1 plan trades, tax withholding and option exercises are excluded, and each column is one row per filing rather than per execution lot.

Sell Track Record

Filings1

Only 1 decision-sell filing — too few to score

Decision sells only — a first sale after buying the stock, or a sale by a fund or 10% owner. Ordinary sales by officers and directors show no relationship to what the stock does next, so they are counted but not scored.

Volume by Type

SOpen-Market Sale

$8.9M

1 filings

MOption Exercise

$3.9M

1 filings

FTax Withholding

$1.9M

10 filings

Companies

Trade History

3 total

HRBBUY

$200K

2016-09-017d: +4.4%

First-Time BuyerOpportunistic BuyLargest Purchase Ever

•Increased holdings by 4%
•Stock down -22% in previous 6 months

HRBSELL

$8.9M

2015-12-297d: -3.6%

Top TradePost-Vest SellExercise & SellOpportunistic Sell

HRBBUY

$101K

2012-07-097d: -3.6%

Large Holdings IncreaseOpportunistic Buy

Ticker	Type	Traded	Filed	Price	Value	7d Stock	30d Stock	90d Stock
HRB	BUY	2016-09-01	2016-09-06	$21.65	$200K	+4.4%	+6.1%	+3.2%
HRB	SELL	2015-12-29	2015-12-31	$33.51	$8.9M	-3.6%	+5.3%	-19.3%
HRB	BUY	2012-07-09	2012-07-10	$16.05	$101K	-3.6%	+0.7%	+0.7%

Related Insiders

Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.