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United States

H & R Block Inc (HRB)

HRB on New York Consolidated

26.75USD
22 Sep 2017
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Summary

Name Age Since Current Position

Robert Gerard

72 2011 Independent Chairman of the Board

Jeffrey Jones

2017 President, Chief Executive Officer - Designate

Tony Bowen

42 2016 Chief Financial Officer

Kathryn Collins

53 2016 Senior Vice President, Chief Marketing Officer

Kellie Logerwell

47 2016 Chief Accounting Officer

Thomas Gerke

61 2017 Chief Administrative Officer, General Counsel

Angela Archon

57 2016 Independent Director

Paul Brown

50 2011 Independent Director

Richard Johnson

59 2015 Independent Director

David Lewis

73 2004 Independent Director

Victoria Reich

59 2011 Independent Director

Bruce Rohde

68 2010 Independent Director

Tom Seip

67 2001 Independent Director

Christianna Wood

56 2008 Independent Director

Colby Brown

2017 Vice President, Investor Relations

Biographies

Name Description

Robert Gerard

Mr. Robert A. Gerard is Independent Chairman of the Board of H & R Block Inc. Mr. Gerard is the General Partner and investment manager of GFP, L.P., a private investment partnership. From 2004 to 2011, Mr. Gerard was Chairman of the Management Committee and Chief Executive Officer of Royal Street Communications, LLC, a licensee, developer, and operator of telecommunications networks in Los Angeles and Central Florida. From 1977 until his retirement in 1991, Mr. Gerard held senior executive positions with investment banking firms Morgan Stanley & Co., Dillon Read & Co., and Bear Stearns. From 1974 to 1977, Mr. Gerard served in the United States Department of the Treasury, completing his service as Assistant Secretary for Capital Markets and Debt Management.

Jeffrey Jones

Mr. Jeffrey J. Jones II., serves as President, Chief Executive Officer - Designate of the Company. He has been appointed as President, Chief Executive Officer of the Company, with effective from Oct. 9, 2017. Jones brings 27 years of executive management, creative leadership and operational excellence, having held key roles at top companies in the retail, consumer products, agency and technology industries.   Prior to his most recent position as president of Ride Sharing at, Jones was executive vice president and chief marketing officer at Target Corporation from 2012 to 2016.   He served as a key member of Target's executive leadership team and helped lead the brand and business back from the 2013 data breach, launching a variety of major initiatives that drove traffic, brand affinity and loyalty. Prior to Target, Jones held executive and leadership roles for The Gap, The Coca-Cola Company and Leo Burnett where he served General Motors, MillerCoors and Procter & Gamble, and founded Burnett's subsidiary company, LB Works, which focused on technology solutions.   In addition, he has helped establish and sell a systems integration consulting firm and co-led the management buy-back of the agency, McKinney.

Tony Bowen

Mr. Tony G. Bowen is Chief Financial Officer of the Company., since 1 May 2016. Mr. Bowen was Vice President, U.S. Tax Services Finance from May 2013 through April 2016; Vice President, Digital GM from May 2012 until May 2013; Vice President, Digital CFO from July 2011 until May 2012; Assistant Vice President of Corporate Development from October 2009 until July 2011.

Kathryn Collins

Ms. Kathryn M. Collins is a Senior Vice President and Chief Marketing Officer of the company. She was Chief Marketing Officer from October 2013 through April 2016; Vice President, Retail Marketing from July 2012 until October 2013; Vice President, Marketing Communications and Brand Management from January 2006 until July 2012. Prior to 2006, Ms. Collins held various positions at Lee Jeans, a division of VF Corporation.

Kellie Logerwell

Ms. Kellie J. Logerwell is Chief Accounting Officer of the Company. She was Vice President of Corporate and Field Accounting from December 2014 until July 2016; Assistant Controller from December 2010 until December 2014.

Thomas Gerke

Mr. Thomas A. Gerke serves as Chief Administrative Officer, General Counsel of the Company. He was Chief Legal Officer (formerly titled Senior Vice President and General Counsel) from January 2012 through April 2016; Executive Vice President, General Counsel and Secretary of YRC Worldwide from January 2011 until April 2011; Executive Vice Chairman, Century Link, Inc. from July 2009 until December 2010; President and Chief Executive Officer, Embarq Corporation (in an interim capacity from December 2007 until March 2008 and by appointment from March 2008 until June 2009). Mr. Gerke will serve as President and Chief Executive Officer (in an interim capacity) beginning August 1, 2017, until the position is filled permanently.

Angela Archon

Ms. Angela N. Archon is Independent Director of the Company. Ms. Archon is currently Vice President, Operations, in the Watson Health business unit of International Business Machines Corporation (“IBM”), a provider of business and information technology products and services. Just prior, Ms. Archon served as Vice President, Transformation and Chief Operating Officer with Watson Health from February 2015 to October 2016. Previously, Ms. Archon served as Vice President, Corporate Strategy from May 2013 to February 2015, and Vice President of Worldwide Client Care, Systems & Technology Group, from August 2010 to May 2013. She also served in a variety of other roles with IBM, including Vice President of Intellectual Property Licensing and Business Development, Systems & Technology Group; Director of Global Sourcing Procurement – Enterprise Services; and Director of Global Services Procurement – Strategy, Operations & Alliances. Ms. Archon holds two degrees from the University of Texas at Austin, a Bachelor of Science degree in Chemical Engineering and a Master of Science degree in Systems Engineering.

Paul Brown

Mr. Paul J. Brown is an Independent Director of H & R Block Inc. Mr. Brown has served as the Chief Executive Officer of Arby’s Restaurant Group, Inc., a privately held company and the second largest quick-service sandwich chain in the U.S., since May 2013. He served as President, Brands and Commercial Services for Hilton Worldwide, a global hospitality company, from 2008 to April 2013. Prior to that, he was with Expedia Inc., for four years, most recently serving as President, Expedia North America and Expedia Inc. Partner Services Group. From 2001 through 2005, Mr. Brown was a Partner with McKinsey & Co. in their London and Atlanta offices. Earlier in his career, he was Senior Vice President of Brand Services for Intercontinental Hotels Group, a Manager with the Boston Consulting Group, Inc., and a Senior Consultant with Andersen Consulting. Mr. Brown received a Bachelors degree in Management from the Georgia Institute of Technology and a Masters of Business Administration degree from the Kellogg Graduate School of Management, Northwestern University.

Richard Johnson

Mr. Richard A. Johnson is an Independent Director of the Company. Mr. Johnson has served as the Chief Executive Officer and President of Foot Locker, Inc., a leading global athletic footwear and apparel retailer, since December 1, 2014, and was elected Chairman of the Board in May 2016. Prior to becoming Chief Executive Officer and President, he served in a variety of other roles with Foot Locker, Inc. including Executive Vice President and Chief Operating Officer, Executive Vice President/Group President – Retail Stores, Chief Executive Officer and President of Foot Locker U. S./Lady Foot Locker/Kids Foot Locker/Footaction, Chief Executive Officer and President at Foot Locker Europe B.V., Foot Locker’s European headquarters in the Netherlands, President and Chief Executive Officer of Footlocker.com/Eastbay, and prior to that, held various executive positions at Eastbay, Inc. From 1990 to 1993, Mr. Johnson was a transportation economics manager at Graebel Van Lines, Inc. Earlier in his career, he worked for Electronic Data Systems, an IT services company, as a systems engineer. Mr. Johnson received a Bachelor of Arts degree in Business Administration and Accountancy from the University of Wisconsin, Eau Claire.

David Lewis

Mr. David Baker Lewis is an Independent Director of H & R Block Inc. Mr. Lewis currently serves as Of Counsel to Lewis & Munday, a Detroit-based legal firm with additional offices in New York City and Washington, D.C. Mr. Lewis is a co-founder of the firm, which was established in 1972, and previously served as the firm’s Chairman and CEO. Mr. Lewis received a Bachelor of Arts degree from Oakland University in Rochester, Michigan, a Masters of Business Administration degree from University of Chicago, and a Juris Doctor degree from University of Michigan School of Law.

Victoria Reich

Ms. Victoria J. Reich is an Independent Director of H & R Block Inc. Ms. Reich served as the Senior Vice President and Chief Financial Officer of United Stationers Inc. (now known as Essendant, Inc.), a wholesale distributor of business products, from June 2007 until July 2011. Prior to that, Ms. Reich spent ten years with Brunswick Corporation, a manufacturer of sporting and fitness equipment, where she most recently was President of Brunswick European Group from 2003 until 2006. She served as Brunswick’s Senior Vice President and Chief Financial Officer from 2000 to 2003 and as Vice President and Controller from 1996 until 2000. Before joining Brunswick, Ms. Reich spent 17 years at General Electric Company where she held various financial management positions. Ms. Reich is a director of Ecolab Inc., where she is Chairman of the Audit Committee and a member of the Safety, Health and Environment Committee. She is also a director of Ingredion Incorporated, where she is Chairman of the Audit Committee.

Bruce Rohde

Mr. Bruce C. Rohde, CPA, is an Independent Director of H & R Block Inc. Mr. Rohde served in multiple roles with ConAgra Foods, Inc. (now known as Conagra Brands Inc.), a packaged foods company, beginning in 1984, including General Counsel, President, Vice Chairman, Chairman and Chief Executive Officer, before retiring in 2005 as Chairman and CEO Emeritus. Mr. Rohde currently serves as the Managing Partner of Romar Capital Group, a private entity. He holds many court admissions and also holds a certified public accountant certificate. Mr. Rohde holds two degrees from Creighton University, a Bachelor of Science degree in Business Administration and a Juris Doctor degree, cum laude.

Tom Seip

Mr. Tom D. Seip is an Independent Director of H & R Block Inc. Mr. Seip currently serves as the managing member of Way Too Much Stuff LLC, and through December 2015 served as the managing member of Ridgefield Farm LLC, both private investment vehicles. Mr. Seip was employed by Charles Schwab & Co., Inc., San Francisco, California, from January 1983 until June 1998 in various positions, including Chief Executive Officer of Charles Schwab Investment Management, Inc. from 1997 until June 1998 and Executive Vice President – Retail Brokerage from 1994 until 1997. Mr. Seip received a Bachelor of Arts degree from Pennsylvania State University and participated in the Doctoral Program in Developmental Psychology at the University of Michigan.

Christianna Wood

Ms. Christianna Wood is an Independent Director of H & R Block Inc. Ms. Wood is the Chief Executive Officer of Gore Creek Capital Ltd., an investment management consulting company based in Golden, Colorado. Ms. Wood served as the Chief Executive Officer of Capital Z Asset Management, the largest dedicated sponsor of hedge funds, from 2008 through July 2009. Previously, she was the Senior Investment Officer for the Global Equity unit of the California Public Employees’ Retirement System (“CalPERS”) for five years. Prior to her service for CalPERS, Ms. Wood served as a Principal of several investment management organizations. She is also a chartered financial analyst and a chartered alternative investment analyst. Ms. Wood obtained a Bachelor of Arts degree, cum laude, from Vassar College and a Masters of Business Administration degree in Finance from New York University.

Colby Brown

Mr. Colby R. Brown is Vice president, Investor Relations of the company. Mr. Brown was Vice President, Corporate Controller of H and R Block Inc. He served as Assistant Vice President and Controller of HRB Tax Group, Inc. from December 2009 until September 2010; Division Controller, North America, for Fort Dodge Animal Health, a division of Wyeth, from July 2007 to December 2009; Director, Financial Reporting and Analysis, for Fort Dodge Animal Health from September 2002 to July 2007.

Basic Compensation

Name Fiscal Year Total

Robert Gerard

230,656

Jeffrey Jones

--

Tony Bowen

1,679,260

Kathryn Collins

1,241,990

Kellie Logerwell

--

Thomas Gerke

2,203,160

Angela Archon

292,270

Paul Brown

237,406

Richard Johnson

425,353

David Lewis

235,156

Victoria Reich

253,191

Bruce Rohde

253,156

Tom Seip

241,406

Christianna Wood

230,656

Colby Brown

--
As Of  29 Apr 2017