| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 747,265 | Added More | 317,341 | 73.81 % | $14,153,199 | $15,229,261 | $1,076,062 | 7.60 % | $456,971 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2009-08-03 | 2009-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 429,924 | Added More | 5,400 | 1.27 % | $7,252,818 | $8,761,851 | $1,509,033 | 20.80 % | $18,954 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 424,524 | Added More | 15,400 | 3.76 % | $6,580,122 | $8,651,799 | $2,071,677 | 31.48 % | $75,152 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2009-02-13 | 2008-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 409,124 | Sold Some | -2,000 | -0.48 % | $8,816,622 | $8,337,947 | $-478,675 | -5.42 % | $2,340 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2008-11-06 | 2008-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 411,124 | Added More | 15,800 | 3.99 % | $7,346,786 | $8,378,707 | $1,031,921 | 14.04 % | $39,658 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2008-08-14 | 2008-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 395,324 | No Change | 0 | 0 % | $9,748,690 | $8,056,703 | $-1,691,987 | -17.35 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2008-05-14 | 2008-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 395,324 | No Change | 0 | 0 % | $9,570,794 | $8,056,703 | $-1,514,091 | -15.81 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 395,324 | Added More | 10,177 | 2.64 % | $7,459,764 | $8,056,703 | $596,939 | 8.00 % | $15,367 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2007-11-14 | 2007-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 385,147 | Added More | 7,708 | 2.04 % | $7,668,277 | $7,849,296 | $181,019 | 2.36 % | $3,623 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2007-08-10 | 2007-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 377,439 | Sold Some | -35,709 | -8.64 % | $7,435,548 | $7,692,207 | $256,659 | 3.45 % | $-24,282 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2007-05-15 | 2007-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 413,148 | Sold Some | -1,200 | -0.28 % | $9,428,037 | $8,419,956 | $-1,008,081 | -10.69 % | $2,928 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2007-02-14 | 2006-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 414,348 | Added More | 5,600 | 1.37 % | $9,886,343 | $8,444,412 | $-1,441,931 | -14.58 % | $-19,488 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2006-11-14 | 2006-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 408,748 | Added More | 4,373 | 1.08 % | $9,642,365 | $8,330,284 | $-1,312,081 | -13.60 % | $-14,037 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2006-08-14 | 2006-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 404,375 | Added More | 1,775 | 0.44 % | $8,964,994 | $8,241,163 | $-723,831 | -8.07 % | $-3,177 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2006-05-15 | 2006-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 402,600 | Added More | 8,441 | 2.14 % | $9,046,422 | $8,204,988 | $-841,434 | -9.30 % | $-17,642 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2006-02-14 | 2005-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 394,159 | Sold Some | -14,115 | -3.45 % | $9,873,683 | $8,032,960 | $-1,840,723 | -18.64 % | $65,917 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2005-11-10 | 2005-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 408,274 | Added More | 140,202 | 52.30 % | $9,843,486 | $8,320,624 | $-1,522,862 | -15.47 % | $-522,953 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2005-08-08 | 2005-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 268,072 | Added More | 19,980 | 8.05 % | $14,945,014 | $5,463,307 | $-9,481,707 | -63.44 % | $-706,693 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2005-05-05 | 2005-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 248,092 | Sold Some | -5,995 | -2.35 % | $12,801,547 | $5,056,115 | $-7,745,432 | -60.50 % | $187,164 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2005-02-10 | 2004-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 254,087 | Sold Some | -6,100 | -2.34 % | $11,942,089 | $5,178,293 | $-6,763,796 | -56.63 % | $162,382 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | H And R Block Inc | HRB | US | Commercial Serv-Finance | 260,187 | New Holding | 260,187 | 100 % | $13,061,387 | $5,302,611 | $-7,758,776 | -59.40 % | $-7,758,776 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2004-08-13 | 2004-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 0 | Sold All | -364,287 | -100 % | - | - | - | -58.29 % | $10,378,537 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2004-05-12 | 2004-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 364,287 | Added More | 19,600 | 5.68 % | $16,793,631 | $7,424,169 | $-9,369,462 | -55.79 % | $-504,112 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2004-02-13 | 2003-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 344,687 | Added More | 50,100 | 17.00 % | $20,577,814 | $7,024,721 | $-13,553,093 | -65.86 % | $-1,969,932 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2003-11-14 | 2003-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 294,587 | Added More | 400 | 0.13 % | $14,255,065 | $6,003,683 | $-8,251,382 | -57.88 % | $-11,204 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2003-08-12 | 2003-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 294,187 | Added More | 7,400 | 2.58 % | $12,576,494 | $5,995,531 | $-6,580,963 | -52.32 % | $-165,538 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2003-05-14 | 2003-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 286,787 | Sold Some | -3,800 | -1.30 % | $11,084,318 | $5,844,719 | $-5,239,598 | -47.27 % | $69,426 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2003-02-11 | 2002-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 290,587 | Added More | 8,900 | 3.15 % | $10,382,674 | $5,922,163 | $-4,460,510 | -42.96 % | $-136,615 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2002-11-14 | 2002-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 281,687 | Added More | 156,856 | 125.65 % | $9,281,587 | $5,740,781 | $-3,540,806 | -38.14 % | $-1,971,680 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | H And R Block Inc | HRB | US | Commercial Serv-Finance | 124,831 | Sold Some | -1,786 | -1.41 % | $7,483,618 | $2,544,056 | $-4,939,563 | -66.00 % | $70,672 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2000-05-12 | 2000-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 126,617 | Added More | 700 | 0.55 % | $4,122,650 | $2,580,454 | $-1,542,195 | -37.40 % | $-8,526 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 2000-02-11 | 1999-12-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 125,917 | Added More | 10,800 | 9.38 % | $5,438,355 | $2,566,188 | $-2,872,167 | -52.81 % | $-246,348 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 1999-11-12 | 1999-09-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 115,117 | Sold Some | -3,600 | -3.03 % | $4,928,159 | $2,346,084 | $-2,582,074 | -52.39 % | $80,748 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 1999-08-12 | 1999-06-30 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 118,717 | Added More | 14,100 | 13.47 % | $6,373,916 | $2,419,452 | $-3,954,463 | -62.04 % | $-469,671 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
| 1999-05-14 | 1999-03-31 | 13F-HR | H And R Block Inc | HRB | US | Commercial Serv-Finance | 104,617 | No Compare | - | - % | $4,878,291 | $2,132,094 | $-2,746,196 | -56.29 % | | | | | | | History of Schwab Charles Investment Management Inc Ownership Of H And R Block Inc |
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