Jones Jeffrey J II

CEO Jeffrey J Jones II sells 128,818 shares of HRB at $44.54; stock down 31.3% from 52-week high amid $-165.8M net loss

Jones sold 128,818 shares at $44.54 on 2025-11-19, reducing his stake by 13.0% to 861,312 shares remaining. The sale occurs as HRB trades 31.3% below its 52-week high of $63.04 and has declined 16.6% over 30 days and 16.9% over 90 days. The company reported a net loss of $-165.8M in the latest quarter against revenue of $203.6M, signaling operational stress. Reviewing his same-ticker history at HRB, of 4 prior sells with measurable 90-day outcomes, 2 proved well-timed (stock fell afterward). His cross-ticker track record shows 7 prior sells with a 33.33% well-timed rate at the 90-day mark, materially below his 100% success rate on buys. This sale occurs during material deterioration in both price and profitability, and fits a historical pattern where his HRB sales have been mixed in timing quality.

CEO Jeffrey Jones sells 176,449 HRB shares at $46.46; stock -29.8% from 52-week high of $63.04

Jones Jeffrey J II, President & CEO, sold 176,449 shares of H&R Block on 2025-11-12 at $46.46, reducing his holdings by -16.3% to 906,312 shares post-transaction while the stock trades $44.27, down -13.6% over 30 days and -11.7% over 90 days. His prior sells at HRB show a mixed record: of 5 historical sales, 2 were well-timed at the 90-day mark with negative returns following the sale (the April 2025 sale at -8.9% and September 2024 sale at -0.9%), while 3 were poorly timed with subsequent gains. The cross-ticker track record shows his 6 prior sells averaged only -0.5% return at 30 days and +5.8% at 90 days, with a 33.33% well-timed rate, suggesting inconsistent predictive accuracy in his sell timing. Against a backdrop of recent -13.6% 30-day decline and current net income of $-165.8M on quarterly revenue of $203.6M, the sale of this magnitude warrants attention to whether it reflects deteriorating operational confidence or follows a scheduled plan.

CEO Jeffrey J Jones II sold 53.8K HRB shares at $63.28; holds 844.8K post-sale amid -$243.4M quarterly net income

Jeffrey J Jones II, President & CEO, sold 53,810 shares of H&R Block at $63.28 on 2025-04-16, reducing his holdings by 6.0% to 844,790 shares. The company reported a latest-quarter net income of -$243,420,000.00, a significant loss against revenue of $179,070,000.00, yet the stock is up 21.1% over the past 30 days and trading at 15.84 P/E. Across his open-market transaction history, his prior sells averaged a 20.00% well-timed rate at the 90-day mark (5 prior sells); at HRB specifically, only 1 of 5 prior sells resulted in negative 90-day returns. The stock currently trades at $63.04, just 0.4% below the transaction price, within its 52-week range of $46.26–$66.60 and 5.4% below its 52-week high. This sale occurs against a backdrop of deteriorating near-term profitability despite positive recent price momentum.

Director Jones buys 69 AAP shares at $36.74; stock down 58.5% from 52-week high, holdings now 11,874 shares.

Director Jeffrey J Jones II purchased 69 shares of Advance Auto Parts at $36.74 on 2024-10-25, a modest transaction value of $2,545.31 that increases his holdings to 11,874 shares. The purchase occurred as the stock trades at $35.85, down 58.5% from its 52-week high of $86.45 and down 43.4% over the past 90 days, suggesting a significant deterioration in value. While Jones's prior buy at this ticker in June 2023 showed positive 90-day performance (+2.5%), the current transaction is occurring in a severely depressed price environment. The modest size of this purchase relative to his total holdings and the challenged fundamental backdrop—revenue growth of only +1.2% with a high P/E of 71.70—warrant monitoring to determine whether this represents opportunistic accumulation or a limited-conviction decision.

H&R Block CEO Jones sold 9,722 shares at $63.07 on 2024-09-03; holds 893.2K shares post-sale. Stock up 17.4% (30d), 25.3% (90d).

Jeffrey J Jones II, President & CEO, sold 9,722 shares for $613,166.54 at a transaction price of $63.07, reducing his holdings from 902,891 shares to 893,169 shares—a reduction of 1.1% of his pre-transaction holdings. The sale occurred during a strong price-appreciation window: the stock has risen 17.4% over the prior 30 days and 25.3% over the prior 90 days, currently trading at $64.35, which is 3.4% below the 52-week high of $66.60. His prior sales at HRB show a timing pattern of 0 of 3 measurable sell occasions being well-timed at the 90-day horizon (where well-timed = negative 90-day return after sale, indicating the insider sold before a decline), suggesting his exit signals have not consistently preceded downturns. The company's fundamentals remain solid: $2.2B in latest-quarter revenue, $690.7M net income, and a reasonable 13.19 P/E ratio, with 4.0% annual revenue growth.

HRB CEO Jeffrey Jones II sells 44,975 shares at $54.55; stock now at $54.73, near 52-week high.

Jeffrey J Jones II, President & CEO of H&R Block, sold 44,975 shares (45.0K shares) at $54.55 on 2024-07-01 for $2,453,197.36 ($2.5M), reducing his holdings from 757,360 to 712,385 shares (-5.9%). The sale occurred at a price near the current $54.73 stock level, which is at the 52-week high of $54.73, and came after a sharp 15.4% 90-day gain. At the same ticker (HRB), his prior three sales—on 2024-02-23, 2024-02-15, and 2023-08-16—showed mixed post-sale outcomes, with none of the three well-timed at the 90-day horizon. The company reports a low P/E of 11.92 and minimal revenue growth of +0.3% annually, suggesting valuation may be attractive despite the recent price strength, but his selling pattern at this specific ticker provides no evidence of systematic timing accuracy.