Becky S. Shulman

Companies

• PathwardBoard member Oct 3, 2016 to now¹
• LPL FinancialChief financial officer Jun 14, 2011 to Sep 30, 2011²
• H&R BlockChief financial officer Jul 8, 2008 to Jul 6, 2009³
• H&R BlockVice President and Treasurer Jul 1, 2003 to Dec 5, 2007⁴

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• Pathward CASH30,499 shares⁵$2.2M at $72.26Sep 4, 2026
• H&R Block HRB35,324 shares⁶$1.7M at $48.00Jul 2, 2009

As of each latest filing. The line shows shares held over time.

Recent filings

• Sep 4, 2026Granted 400 shares of Pathward⁵
• Feb 24, 2026Granted 1,650 shares of Pathward⁷
• Feb 25, 2025Granted 1,950 shares of Pathward⁸
• Mar 1, 2024Granted 2,950 shares of Pathward⁹
• Feb 27, 2024Granted 2,950 shares of Pathward¹⁰
• Feb 28, 2023Granted 2,950 shares of Pathward¹¹
• Feb 23, 2022Granted 2,800 shares of Pathward¹²
• Jul 2, 2009Shares withheld for tax 241 shares of H&R Block⁶
• Jul 2, 2009Granted 5,895 shares of H&R Block⁶
• Jun 30, 2009Shares withheld for tax 1,202 shares at $17.23 of H&R Block¹³
• Jun 30, 2009Granted 3,592 shares at $17.23 of H&R Block¹³
• Dec 3, 2007Granted 10,275 shares at $19.46 of H&R Block¹⁴
• Jun 30, 2005Granted 2,000 shares at $58.35 of H&R Block¹⁵
• Jun 30, 2004Granted 3,000 shares at $47.68 of H&R Block¹⁶