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NYSE · USD

HRB

H&R BLOCK INC

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Tapewire entity
533
SEC CIK
0000012659
Parsed reports
307

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 30, 2026 Filed Oct 3, 2026 00:48 UTC
Darling Mark J.Chief Retail Officer
SaleCommon Stock 2,700 $40.69 $109,852.74
Disclosure

SEC source: 0001225208-26-008114 · doc4.xml · nonDerivative · entry 1

Darling Mark J. · CIK 0002103635 · Chief Retail Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,588.146

F1 · price: The price used is a weighted average of prices within the range of $40.670 to $40.720. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:23 UTC
Campbell Curtis ADirector · President & CEO
Tax withholdingCommon Stock 2,833 $51.65 $146,324.45
Disclosure

SEC source: 0001225208-26-007530 · doc4.xml · nonDerivative · entry 2

Campbell Curtis A · CIK 0001757308 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,283.261

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:23 UTC
Campbell Curtis ADirector · President & CEO
GrantCommon Stock 49,129 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007530 · doc4.xml · nonDerivative · entry 1

Campbell Curtis A · CIK 0001757308 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,116.261

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Mason Tiffany LChief Financial Officer
Tax withholdingCommon Stock 3,510 $51.65 $181,291.50
Disclosure

SEC source: 0001225208-26-007527 · doc4.xml · nonDerivative · entry 2

Mason Tiffany L · CIK 0001755412 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,869.771

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Mason Tiffany LChief Financial Officer
GrantCommon Stock 13,553 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007527 · doc4.xml · nonDerivative · entry 1

Mason Tiffany L · CIK 0001755412 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,379.771

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Darling Mark J.Chief Retail Officer
Tax withholdingCommon Stock 4,129 $51.65 $213,262.85
Disclosure

SEC source: 0001225208-26-007529 · doc4.xml · nonDerivative · entry 2

Darling Mark J. · CIK 0002103635 · Chief Retail Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,288.146

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Darling Mark J.Chief Retail Officer
GrantCommon Stock 6,099 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007529 · doc4.xml · nonDerivative · entry 1

Darling Mark J. · CIK 0002103635 · Chief Retail Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,417.146

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Redler Dara SChief Legal & Admin. Officer
Tax withholdingCommon Stock 12,219 $51.65 $631,111.35
Disclosure

SEC source: 0001225208-26-007526 · doc4.xml · nonDerivative · entry 2

Redler Dara S · CIK 0001906564 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,235.697

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Redler Dara SChief Legal & Admin. Officer
GrantCommon Stock 9,826 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007526 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,454.697

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Manuel ScottChief Strategy & Operations Of
Tax withholdingCommon Stock 3,736 $51.65 $192,964.40
Disclosure

SEC source: 0001225208-26-007528 · doc4.xml · nonDerivative · entry 2

Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,422.067

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Manuel ScottChief Strategy & Operations Of
GrantCommon Stock 10,843 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007528 · doc4.xml · nonDerivative · entry 1

Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,158.067

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Wasleski April M.VP & Chief Acct Officer
Tax withholdingCommon Stock 413 $51.65 $21,331.45
Disclosure

SEC source: 0001225208-26-007525 · doc4.xml · nonDerivative · entry 2

Wasleski April M. · CIK 0002092925 · VP & Chief Acct Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,117.056

Read SEC document
August 31, 2026 Filed Sep 2, 2026 20:22 UTC
Wasleski April M.VP & Chief Acct Officer
GrantCommon Stock 1,426 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007525 · doc4.xml · nonDerivative · entry 1

Wasleski April M. · CIK 0002092925 · VP & Chief Acct Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,530.056

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 12, 2026 Filed Aug 14, 2026 21:09 UTC
Redler Dara SChief Legal & Admin. Officer
GrantCommon Stock 17,271 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007138 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,628.697

F1 · kind: Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied, which remain subject to the executive's continued service through August 31, 2026.

Read SEC document
August 12, 2026 Filed Aug 14, 2026 20:13 UTC
Darling Mark J.Chief Retail Officer
GrantCommon Stock 4,429 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-007127 · doc4.xml · nonDerivative · entry 1

Darling Mark J. · CIK 0002103635 · Chief Retail Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,318.146

F1 · kind: Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied, which remain subject to the executive's continued service through August 31, 2026.

Read SEC document
July 08, 2026 Filed Jul 10, 2026 20:32 UTC
Campbell Curtis ADirector · President & CEO
Tax withholdingCommon Stock 11 $39.83 $438.13
Disclosure

SEC source: 0001225208-26-006575 · doc4.xml · nonDerivative · entry 1

Campbell Curtis A · CIK 0001757308 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,987.261

Read SEC document
June 03, 2026 Filed Jun 5, 2026 20:48 UTC
Campbell Curtis ADirector · President & CEO
Tax withholdingCommon Stock 1,016 $37.96 $38,567.36
Disclosure

SEC source: 0001225208-26-005853 · doc4.xml · nonDerivative · entry 1

Campbell Curtis A · CIK 0001757308 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,558.282

Read SEC document
January 22, 2026 Filed Jan 23, 2026 21:35 UTC GrantCommon Stock 3,727 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-000816 · doc4.xml · nonDerivative · entry 1

Plaines Stephanie · CIK 0001771330 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,727

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
January 22, 2026 Filed Jan 23, 2026 21:34 UTC GrantCommon Stock 3,727 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-000814 · doc4.xml · nonDerivative · entry 1

Breig Geralyn · CIK 0001448343 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,727

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
January 22, 2026 Filed Jan 23, 2026 21:34 UTC GrantCommon Stock 3,727 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-000815 · doc4.xml · nonDerivative · entry 1

Charnaux Christian H. · CIK 0002076715 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,727

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 21:34 UTC
Darling Mark J.Chief Retail Officer
GrantCommon Stock 1,481 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-000457 · doc4.xml · nonDerivative · entry 1

Darling Mark J. · CIK 0002103635 · Chief Retail Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,528.241

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
January 05, 2026 Filed Jan 7, 2026 21:32 UTC
Campbell Curtis ADirector · President & CEO
GrantCommon Stock 17,216 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-000456 · doc4.xml · nonDerivative · entry 1

Campbell Curtis A · CIK 0001757308 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,821.867

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
November 19, 2025 Filed Nov 20, 2025 21:33 UTC
Jones Jeffrey J IIDirector · President & CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 128,818 $0.00 Strike: $29.73 $0.00
Disclosure

SEC source: 0001225208-25-009313 · doc4.xml · derivative · entry 4

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 128,818 shares

Expires 2027-08-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
November 19, 2025 Filed Nov 20, 2025 21:33 UTC
Jones Jeffrey J IIDirector · President & CEO
SaleCommon Stock 128,818 $44.54 $5,738,120.52
Disclosure

SEC source: 0001225208-25-009313 · doc4.xml · nonDerivative · entry 3

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 861,312.842

F2 · price: The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

Read SEC document
November 19, 2025 Filed Nov 20, 2025 21:33 UTC
Jones Jeffrey J IIDirector · President & CEO
GiftCommon Stock 45,000 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009313 · doc4.xml · nonDerivative · entry 2

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 990,130.842

F1 · price: Reflects a gift of common stock to a charitable donor advised fund.

Read SEC document
November 19, 2025 Filed Nov 20, 2025 21:33 UTC
Jones Jeffrey J IIDirector · President & CEO
Exercise / conversionCommon Stock 128,818 $29.73 $3,829,759.14
Disclosure

SEC source: 0001225208-25-009313 · doc4.xml · nonDerivative · entry 1

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,035,130.842

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 12, 2025 Filed Nov 14, 2025 21:31 UTC
Jones Jeffrey J IIDirector · President & CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 145,087 $0.00 Strike: $29.73 $0.00
Disclosure

SEC source: 0001225208-25-009180 · doc4.xml · derivative · entry 3

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,818

Underlying: Common Stock · 145,087 shares

Expires 2027-08-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The options vested in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
November 12, 2025 Filed Nov 14, 2025 21:31 UTC
Jones Jeffrey J IIDirector · President & CEO
SaleCommon Stock 176,449 $46.46 $8,198,173.44
Disclosure

SEC source: 0001225208-25-009180 · doc4.xml · nonDerivative · entry 2

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 906,312.842

F1 · price: The price used is a weighted average of prices within the range of $46.000 to $47.020. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

Read SEC document
November 12, 2025 Filed Nov 14, 2025 21:31 UTC
Jones Jeffrey J IIDirector · President & CEO
Exercise / conversionCommon Stock 145,087 $29.73 $4,313,436.51
Disclosure

SEC source: 0001225208-25-009180 · doc4.xml · nonDerivative · entry 1

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,082,761.842

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 21:31 UTC
Cohan SeanDirector
GrantCommon Stock 3,927 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009042 · doc4.xml · nonDerivative · entry 1

Cohan Sean · CIK 0001854196 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,427.927

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 21:31 UTC GrantCommon Stock 3,927 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009041 · doc4.xml · nonDerivative · entry 1

Gerard Robert A · CIK 0001413918 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 316,261.5885

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 21:31 UTC GrantCommon Stock 3,927 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009040 · doc4.xml · nonDerivative · entry 1

Gupta Anuradha · CIK 0001793364 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,279.892

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 21:31 UTC GrantCommon Stock 10,209 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009039 · doc4.xml · nonDerivative · entry 1

Johnson Richard A · CIK 0001480981 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,276.805

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 21:31 UTC
Mends MiaDirector
GrantCommon Stock 3,927 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009038 · doc4.xml · nonDerivative · entry 1

Mends Mia · CIK 0001854231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,427.927

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 21:31 UTC GrantCommon Stock 3,927 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009037 · doc4.xml · nonDerivative · entry 1

REICH VICTORIA · CIK 0001217635 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,362.364

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 21:31 UTC GrantCommon Stock 3,927 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-009036 · doc4.xml · nonDerivative · entry 1

Winter Matthew E · CIK 0001468136 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,082.775

F1 · shares: Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

Read SEC document
November 01, 2025 Filed Nov 3, 2025 21:35 UTC
Wasleski April M.VP & Chief Acct Officer
GrantCommon Stock 3,293 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-008870 · doc4.xml · nonDerivative · entry 1

Wasleski April M. · CIK 0002092925 · VP & Chief Acct Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,934.155

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Logerwell Kellie JVP & Chief Acct Officer
Tax withholdingCommon Stock 2,947 $50.35 $148,381.45
Disclosure

SEC source: 0001225208-25-007723 · doc4.xml · nonDerivative · entry 2

Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,126.468

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Logerwell Kellie JVP & Chief Acct Officer
GrantCommon Stock 2,086 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007723 · doc4.xml · nonDerivative · entry 1

Logerwell Kellie J · CIK 0001678263 · VP & Chief Acct Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,073.468

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Redler Dara SChief Legal & Admin. Officer
Tax withholdingCommon Stock 10,555 $50.35 $531,444.25
Disclosure

SEC source: 0001225208-25-007722 · doc4.xml · nonDerivative · entry 3

Redler Dara S · CIK 0001906564 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,884.75

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Redler Dara SChief Legal & Admin. Officer
GrantCommon Stock 3,476 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007722 · doc4.xml · nonDerivative · entry 2

Redler Dara S · CIK 0001906564 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,439.75

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Redler Dara SChief Legal & Admin. Officer
GrantCommon Stock 9,385 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007722 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal & Admin. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,963.75

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Mason Tiffany LExecutive VP, Finance
Tax withholdingCommon Stock 1,071 $50.35 $53,924.85
Disclosure

SEC source: 0001225208-25-007720 · doc4.xml · nonDerivative · entry 3

Mason Tiffany L · CIK 0001755412 · Executive VP, Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,943.722

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Mason Tiffany LExecutive VP, Finance
GrantCommon Stock 5,214 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007720 · doc4.xml · nonDerivative · entry 2

Mason Tiffany L · CIK 0001755412 · Executive VP, Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,014.722

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

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August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Mason Tiffany LExecutive VP, Finance
GrantCommon Stock 10,428 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007720 · doc4.xml · nonDerivative · entry 1

Mason Tiffany L · CIK 0001755412 · Executive VP, Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,800.722

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

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August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Jones Jeffrey J IIDirector · President & CEO
Tax withholdingCommon Stock 70,257 $50.35 $3,537,439.95
Disclosure

SEC source: 0001225208-25-007719 · doc4.xml · nonDerivative · entry 2

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 935,279.431

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August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Jones Jeffrey J IIDirector · President & CEO
GrantCommon Stock 57,697 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007719 · doc4.xml · nonDerivative · entry 1

Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,005,536.431

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

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August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Campbell Curtis APres, GCT & Chief Product Off
Tax withholdingCommon Stock 1,114 $50.35 $56,089.90
Disclosure

SEC source: 0001225208-25-007718 · doc4.xml · nonDerivative · entry 2

Campbell Curtis A · CIK 0001757308 · Pres, GCT & Chief Product Off

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,422.52

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August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Campbell Curtis APres, GCT & Chief Product Off
GrantCommon Stock 11,818 $0.00 $0.00
Disclosure

SEC source: 0001225208-25-007718 · doc4.xml · nonDerivative · entry 1

Campbell Curtis A · CIK 0001757308 · Pres, GCT & Chief Product Off

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,536.52

F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 20:31 UTC
Manuel ScottChief Strategy & Operations Of
Tax withholdingCommon Stock 1,307 $50.35 $65,807.45
Disclosure

SEC source: 0001225208-25-007721 · doc4.xml · nonDerivative · entry 3

Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,385.551

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.