HRB

SEC source: 0001225208-25-007721 · doc4.xml · nonDerivative · entry 2

Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,692.551

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.

SEC source: 0001225208-25-007721 · doc4.xml · nonDerivative · entry 1

Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,478.551

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.

SEC source: 0001225208-25-007298 · 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: 22,987.468

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, 2025.

SEC source: 0001225208-25-007299 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,578.75

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, 2025.

SEC source: 0001225208-25-007297 · 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: 947,839.431

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, 2025.

SEC source: 0001225208-25-005730 · 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: 14,634.516

SEC source: 0001225208-25-004294 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 844,790.389

F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 11, 2024.

F2 · price: The price is a weighted average of prices within the range of $63.000 to $63.920. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

SEC source: 0001225208-25-001193 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,401.31

SEC source: 0001225208-24-009820 · doc4.xml · nonDerivative · entry 1

Johnson Richard A · CIK 0001480981 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,112.129

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-24-009819 · doc4.xml · nonDerivative · entry 1

Winter Matthew E · CIK 0001468136 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,637.972

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-24-009818 · doc4.xml · nonDerivative · entry 1

REICH VICTORIA · CIK 0001217635 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,325.696

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-24-009817 · doc4.xml · nonDerivative · entry 1

Mends Mia · CIK 0001854231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,826.699

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-24-009815 · doc4.xml · nonDerivative · entry 1

Gerard Robert A · CIK 0001413918 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 303,983.3715

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-24-009816 · doc4.xml · nonDerivative · entry 1

Gupta Anuradha · CIK 0001793364 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,269.96

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-24-009814 · doc4.xml · nonDerivative · entry 1

Cohan Sean · CIK 0001854196 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,826.699

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-24-008725 · 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: 18,474.346

F1 · price: The price is a weighted average of prices within the range of $64.4100 to $64.4200. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

SEC source: 0001225208-24-008449 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 893,169.227

F2 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023.

SEC source: 0001225208-24-008451 · doc4.xml · nonDerivative · entry 1

Bowen Tony G · CIK 0001673692 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,341.2773

SEC source: 0001225208-24-008452 · doc4.xml · nonDerivative · entry 1

Mason Tiffany L · CIK 0001755412 · Executive VP, Finance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,187

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.

SEC source: 0001225208-24-008453 · 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: 15,270

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.

SEC source: 0001225208-24-008450 · doc4.xml · nonDerivative · entry 2

Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,824

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.

SEC source: 0001225208-24-008450 · doc4.xml · nonDerivative · entry 1

Manuel Scott · CIK 0001718610 · Chief Strategy & Operations Of

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,244

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.

SEC source: 0001225208-24-008449 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 902,891.227

SEC source: 0001225208-24-008449 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,078,195.227

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.

SEC source: 0001225208-24-008448 · doc4.xml · nonDerivative · entry 2

Redler Dara S · CIK 0001906564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,122.26

SEC source: 0001225208-24-008448 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,701.26

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.

SEC source: 0001225208-24-008447 · 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: 26,474.346

SEC source: 0001225208-24-008447 · 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: 34,667.346

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.

SEC source: 0001225208-24-008113 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,066.26

SEC source: 0001225208-24-008112 · 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: 25,028.296

SEC source: 0001225208-24-008111 · doc4.xml · nonDerivative · entry 1

Bowen Tony G · CIK 0001673692 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,095.4863

F1 · price: The price is a weighted average of prices within the range of $64.600 to $65.690. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

SEC source: 0001225208-24-008050 · 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: 34,874.296

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, 2024.

SEC source: 0001225208-24-008049 · 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: 862,366.938

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, 2024.

SEC source: 0001225208-24-008048 · doc4.xml · nonDerivative · entry 1

Bowen Tony G · CIK 0001673692 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,354.4863

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, 2024.

SEC source: 0001225208-24-008435 · doc4a.xml · nonDerivative · entry 1

Bowen Tony G · CIK 0001673692 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,793.2773

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, 2024.

F2 · shares: On August 16, 2024, the reporting person filed a Form 4 to report the vesting of common stock underlying previously awarded performance share units ("PSUs"), which inadvertently reported the incremental number of shares of common stock awarded under the PSUs above target level performance, rather than the total number of shares of common stock awarded under the PSUs. This amendment is being filed to reflect the total number of shares of common stock awarded pursuant to the PSUs.

SEC source: 0001225208-24-008434 · doc4a.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,909.346

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, 2024.

F2 · shares: On August 16, 2024, the reporting person filed a Form 4 to report the vesting of common stock underlying previously awarded performance share units ("PSUs"), which inadvertently reported the incremental number of shares of common stock awarded under the PSUs above target level performance, rather than the total number of shares of common stock awarded under the PSUs. This amendment is being filed to reflect the total number of shares of common stock awarded pursuant to the PSUs.

SEC source: 0001225208-24-008433 · doc4a.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,032,309.227

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, 2024.

F2 · shares: On August 16, 2024, the reporting person filed a Form 4 to report the vesting of common stock underlying previously awarded performance share units ("PSUs"), which inadvertently reported the incremental number of shares of common stock awarded under the PSUs above target level performance, rather than the total number of shares of common stock awarded under the PSUs. This amendment is being filed to reflect the total number of shares of common stock awarded pursuant to the PSUs.

SEC source: 0001225208-24-007109 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 712,385.705

F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023.

F2 · price: The price is a weighted average of prices within the range of $54.225 to $54.930. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

SEC source: 0001225208-24-006642 · 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: 6,977

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.

SEC source: 0001225208-24-002847 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 755,359.225

F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023.

F2 · price: The price is a weighted average of prices within the range of $48.020 to $49.790. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

SEC source: 0001225208-24-002442 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 841,280.225

F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 14, 2023.

F2 · price: The price is a weighted average of prices within the range of $48.000 to $48.120. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

SEC source: 0001225208-24-001490 · doc4.xml · nonDerivative · entry 1

Redler Dara S · CIK 0001906564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,884.796

SEC source: 0001225208-23-010451 · doc4.xml · nonDerivative · entry 1

Bowen Tony G · CIK 0001673692 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,590.6313

F1 · price: The price is a weighted average of prices within the range of $46.920 to $47.170. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.

SEC source: 0001225208-23-010055 · doc4.xml · nonDerivative · entry 1

Mends Mia · CIK 0001854231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,156.943

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-23-010054 · doc4.xml · nonDerivative · entry 1

Johnson Richard A · CIK 0001480981 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,299.745

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-23-010052 · doc4.xml · nonDerivative · entry 1

REICH VICTORIA · CIK 0001217635 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,508.299

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-23-010053 · doc4.xml · nonDerivative · entry 1

Winter Matthew E · CIK 0001468136 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,216.028

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-23-010051 · doc4.xml · nonDerivative · entry 1

Piazza Yolande G · CIK 0001824253 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,187.072

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-23-010048 · doc4.xml · nonDerivative · entry 1

Cohan Sean · CIK 0001854196 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,156.943

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.

SEC source: 0001225208-23-010050 · doc4.xml · nonDerivative · entry 1

Gupta Anuradha · CIK 0001793364 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,235.775

F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director.