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Quantellect · Congress · Trade Detail
NYSE: HRBH&R Block Inc
DemocratHouse

Josh Gottheimer bought H&R Block Inc (NYSE: HRB)

Josh Gottheimer (D-NJ), a U.S. Representative, has disclosed 2 trades in H&R Block Inc (HRB) since 2017, 1 purchase and 1 sale, worth an estimated $16K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).

The trade highlighted here is a purchase: Josh Gottheimer bought $1,001 - $15,000 of H&R Block Inc (NYSE: HRB) on January 3, 2017. Since that trade, HRB is up +194.81% against the S&P 500 up +275.11%, an outperformance of -80.30%.

Across these filings, Josh Gottheimer has been a balanced trader of HRB (a buy-to-sell ratio of 1.00). The most recent disclosed HRB transaction shown was dated February 21, 2017. Each row in the table below links to that trade and its post-trade performance versus the market.

Data updated

HRB trades
2
Disclosed Vol
$16K
Buys
1
50%
Sells
1
50%
Buy / Sell
1.00
ratio
First → Last
2017

Josh Gottheimer's HRB trades vs the price

HRB is up +194.81% since Josh Gottheimer bought on January 3, 2017, versus +275.11% for the S&P 500.

Performance since this trade

Price change since trade
+194.81%
S&P 500 change since trade
+275.11%
Outperformance vs S&P 500
-80.30%

All Josh Gottheimer HRB trades

TradedTypeSizeReturnEst. profit
February 21, 2017SELL$14.39+227.87%
January 3, 2017BUY$16.00+194.81%+$8K

Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.

Josh Gottheimer & HRB trading FAQ

Is it legal for Josh Gottheimer to trade H&R Block Inc (HRB) stock?

Yes. Members of Congress are allowed to trade individual stocks, including H&R Block Inc (HRB), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.

When did Josh Gottheimer buy HRB?

Josh Gottheimer disclosed a purchase of $1,001 - $15,000 of H&R Block Inc (HRB) on January 3, 2017, according to public STOCK Act filings.

How has HRB performed since Josh Gottheimer's trade?

Since Josh Gottheimer bought HRB on January 3, 2017, the stock is up +194.81%, versus +275.11% for the S&P 500 over the same period, an outperformance of -80.30%.

How many times has Josh Gottheimer traded HRB?

Josh Gottheimer has disclosed 2 HRB trades since 2017 (1 purchase and 1 sale). Every disclosed trade is listed on this page.

How soon must members of Congress disclose a trade?

Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.

Where can I see all congressional HRB trades?

Quantellect tracks every disclosed congressional trade in H&R Block Inc (HRB) on the H&R Block Inc congressional trading page, which aggregates filings across all members of Congress.

Josh Gottheimer's HRB tradesAll congressional filings for H&R Block IncJosh Gottheimer's full profile

Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.