Affiliations
- Chief Innovation Officer at H&R Block Inc (HRB), 2016-07-20
| Company | Symbol | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
| HRB | $33.14 | 750 | Officer | 1,250 | 2015-12-10 | Filing |
| HRB | $32.31 | 42,647 | Officer | 56,921 | 2015-12-11 | Filing |
| HRB | $32.98 | 19,978 | Officer | 41,206 | 2015-12-10 | Filing |
| HRB | $16.54 | 8,081 | Officer | 24,176 | 2012-07-17 | Filing |