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Who

Becky S. Shulman

Director

Company insider

Files Form 4 as: Director, Pathward Financial; MD & Deputy CFO, LPL Financial Holdings; Senior VP and CFO, H&R Block.

In numbers

Trades disclosed
23
Buys
0
Sells
0
Bought
$0
Sold
$0
Companies
3
Companies where not an officer
1
First trade
3 Dec 2007
Last trade
4 Sep 2026
Last filed
8 Sep 2026

Companies traded

Where they are an officer
LPLA LPL Financial HoldingsOfficer · Capital Markets & Asset Management · last 28 Sep 20110 buys · 0 sells
HRB H&R BlockOfficer · Consumer Services · last 2 Jul 20090 buys · 0 sells
Everywhere else they filed: board seats, 10% stakes, other companies
CASH Pathward FinancialDirector · Regional banks · last 4 Sep 20260 buys · 0 sells

Activity over time

Not enough dated trades to draw.

Every trade

TradedCompanyWhatAmount
4 Sep 2026filed 8 Sep 2026CASH Pathward FinancialRegional banksSEC FORM 4 Code A—400 at $0.00filing
4 Sep 2026filed 8 Sep 2026CASH Pathward FinancialRegional banksSEC FORM 4 Code A—400 at $0.00filing
24 Feb 2026filed 25 Feb 2026CASH Pathward FinancialRegional banksSEC FORM 4 Code A—1,650 at $0.00filing
24 Feb 2026filed 25 Feb 2026CASH Pathward FinancialRegional banksSEC FORM 4 Code A—1,650 at $0.00filing
25 Feb 2025filed 28 Feb 2025CASH Pathward FinancialRegional banksSEC FORM 4 Code A—1,950 at $0.00filing
1 Mar 2024filed 5 Mar 2024CASH Pathward FinancialRegional banksSEC FORM 4 Code A—2,950 at $0.00filing
27 Feb 2024filed 29 Feb 2024CASH Pathward FinancialRegional banksSEC FORM 4 Code A—2,950 at $0.00filing
28 Feb 2023filed 1 Mar 2023CASH Pathward FinancialRegional banksSEC FORM 4 Code A—2,950 at $0.00filing
23 Feb 2022filed 25 Feb 2022CASH Pathward FinancialRegional banksSEC FORM 4 Code A—2,800 at $0.00filing
23 Feb 2021filed 25 Feb 2021CASH Pathward FinancialRegional banksSEC FORM 4 Code A—2,700 at $0.00filing
25 Feb 2020filed 27 Feb 2020CASH Pathward FinancialRegional banksSEC FORM 4 Code A—3,350 at $0.00filing
30 Jan 2019filed 1 Feb 2019CASH Pathward FinancialRegional banksSEC FORM 4 Code A—5,050 at $0.00filing
22 Jan 2018filed 24 Jan 2018CASH Pathward FinancialRegional banksSEC FORM 4 Code A—1,300 at $0.00filing
23 Jan 2017filed 24 Jan 2017CASH Pathward FinancialRegional banksSEC FORM 4 Code A—750 at $0.00filing
30 Sep 2016filed 3 Oct 2016CASH Pathward FinancialRegional banksSEC FORM 4 Code A—183 at $0.00filing
28 Sep 2011filed 30 Sep 2011LPLA LPL Financial Holdingsoption or derivative · Capital Markets & Asset ManagementSEC FORM 4 Code P—20,000 at $0.00filing
2 Jul 2009filed 6 Jul 2009HRB H&R Blockoption or derivative · Consumer ServicesSEC FORM 4 Code A—105,714 at $0.00filing
2 Jul 2009filed 6 Jul 2009HRB H&R BlockConsumer ServicesSEC FORM 4 Code A—5,895 at $0.00filing
2 Jul 2009filed 6 Jul 2009HRB H&R BlockConsumer ServicesSEC FORM 4 Code F—241 at $0.00filing
30 Jun 2009filed 1 Jul 2009HRB H&R BlockConsumer ServicesSEC FORM 4 Code A$62K3,592 at $17.23filing

News

No headline names them, or the companies they trade most, lately.

Sectors

No trade we could place in a sector.

Related people

Mark J. DarlingChief Retail Officer · Chief Retail Officer at H&r Block, filing Form 4 there in the last year
Katharine ReepingPrincipal Accounting Officer · Principal Accounting Officer at LPL Financial Holdings, filing Form 4 there in the last year
Emily FieldGroup Managing Director · Group Managing Director at LPL Financial Holdings, filing Form 4 there in the last year
Curtis A. CampbellPresident & CEO · President & CEO at H&r Block, filing Form 4 there in the last year
Scott ManuelChief Strategy & Operations Of · Chief Strategy & Operations Of at H&r Block, filing Form 4 there in the last year