Robert A Gerard - Net Worth and Insider Trading
Robert A Gerard Net Worth
The estimated net worth of Robert A Gerard is at least $14 Million dollars as of 2024-04-19. Robert A Gerard is the Director of H&R Block Inc and owns about 297,406 shares of H&R Block Inc (HRB) stock worth over $14 Million. Details can be seen in Robert A Gerard's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Robert A Gerard has not made any transactions after 2023-05-11 and currently still holds the listed stock(s).
Transaction Summary of Robert A Gerard
Robert A Gerard Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Robert A Gerard owns 2 companies in total, including H&R Block Inc () , and Gleacher & Co Inc () .
Click here to see the complete history of Robert A Gerard’s form 4 insider trades.
Insider Ownership Summary of Robert A Gerard
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| H&R Block Inc | 2023-05-11 | director | |
| Gleacher & Co Inc | 2012-05-24 | director |
Robert A Gerard Latest Holdings Summary
Robert A Gerard currently owns a total of 1 stock. Robert A Gerard owns 297,406 shares of H&R Block Inc (HRB) as of May 11, 2023, with a value of $14 Million.
Latest Holdings of Robert A Gerard
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HRB | H&R Block Inc | 2023-05-11 | 297,406 | 46.57 | 13,850,197 |
Holding Weightings of Robert A Gerard
Robert A Gerard Form 4 Trading Tracker
According to the SEC Form 4 filings, Robert A Gerard has made a total of 4 transactions in H&R Block Inc (HRB) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in H&R Block Inc is the acquisition of 500 shares on May 11, 2023, which cost Robert A Gerard around $16,065.
Insider Trading History of Robert A Gerard
- 1
Robert A Gerard Trading Performance
GuruFocus tracks the stock performance after each of Robert A Gerard's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Robert A Gerard is 10.22%. GuruFocus also compares Robert A Gerard's trading performance to market benchmark return within the same time period. The performance of stocks bought by Robert A Gerard within 3 months outperforms 6 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Robert A Gerard's insider trading performs compared to the benchmark.
Performance of Robert A Gerard
Average Return
33.99%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 5.89 | 10.22 | 10.55 | 33.99 | 17.96 | 15.58 |
| Relative Return to S&P 500(%) | 4.52 | 6.96 | 6.81 | 20.15 | 8.05 | 2.16 |
Robert A Gerard Ownership Network
Ownership Network List of Robert A Gerard
Ownership Network Relation of Robert A Gerard
Robert A Gerard Owned Company Details
What does H&R Block Inc do?
Who are the key executives at H&R Block Inc?
Robert A Gerard is the director of H&R Block Inc. Other key executives at H&R Block Inc include President & CEO - Designate Jones Jeffrey J Ii , Chief Financial Officer Tony G Bowen , and VP & Chief Acct Officer Kellie J Logerwell .
H&R Block Inc () Insider Trades Summary
Over the past 18 months, Robert A Gerard made 2 insider transaction in H&R Block Inc () with a net purchase of 1,000. Other recent insider transactions involving H&R Block Inc () include a net sale of 276,060 shares made by Jones Jeffrey J Ii , a net sale of 46,892 shares made by Tony G Bowen , and a net purchase of 10,000 shares made by Richard A Johnson .
In summary, during the past 3 months, insiders sold 100,859 shares of H&R Block Inc () in total and bought 0 shares, with a net sale of 100,859 shares. During the past 18 months, 330,952 shares of H&R Block Inc () were sold and 11,000 shares were bought by its insiders, resulting in a net sale of 319,952 shares.
H&R Block Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.
H&R Block Inc Insider Transactions
Robert A Gerard Mailing Address
Above is the net worth, insider trading, and ownership report for Robert A Gerard. You might contact Robert A Gerard via mailing address: 161 Duane St, New York Ny 10013.
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