Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | VP & Chief Acct Officer | August 31, 2026 | September 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
H&R BLOCK INC
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,117.056 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Grant · Acquired 1,426 · Balance 6,530.056 F1: 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. Row 2 · 2026-08-31 · Tax withholding · Disposed 413 · Balance 6,117.056 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 2, 2026 20:22 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 413 | $51.65 | $21,331.45 |
DisclosureSEC 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 | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,426 | $0.00 | $0.00 |
DisclosureSEC 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 |
| November 01, 2025 Filed Nov 3, 2025 21:35 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,293 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.