Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Chief Legal & Admin. 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 | 58,235.697 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Grant · Acquired 9,826 · Balance 70,454.697 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 12,219 · Balance 58,235.697 |
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 | 12,219 | $51.65 | $631,111.35 |
DisclosureSEC 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 | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 9,826 | $0.00 | $0.00 |
DisclosureSEC 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 12, 2026 Filed Aug 14, 2026 21:09 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 17,271 | $0.00 | $0.00 |
DisclosureSEC 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 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 10,555 | $50.35 | $531,444.25 |
DisclosureSEC 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 | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,476 | $0.00 | $0.00 |
DisclosureSEC 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 | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 9,385 | $0.00 | $0.00 |
DisclosureSEC 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 13, 2025 Filed Aug 15, 2025 20:36 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 15,511 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,459 | $55.31 | $191,317.29 |
DisclosureSEC 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 Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 2,579 | $63.31 | $163,276.49 |
DisclosureSEC 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 Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,635 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 21:13 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 9,100 | $64.10 | $583,310.00 |
DisclosureSEC 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 Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,262 | $46.38 | $151,291.56 |
DisclosureSEC 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 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,142 | $39.98 | $45,657.16 |
DisclosureSEC source: 0001225208-23-008685 · doc4.xml · nonDerivative · entry 2 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,714.891 Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 9,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008685 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,856.891 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrctions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,327 | $39.46 | $131,283.42 |
DisclosureSEC source: 0001225208-23-001261 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,287.379 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 7,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009969 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,235.526 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal intallments by beginning on the first anniversary of the grant date. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 20,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001402 · doc4.xml · nonDerivative · entry 1 Redler Dara S · CIK 0001906564 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,475 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.