Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Chief Retail Officer | September 30, 2026 | October 03, 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 September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,588.146 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Sale · Disposed 2,700 · Balance 21,588.146 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:48 UTC | H&R BLOCK INC HRB · Entity 533 | SaleCommon Stock | 2,700 | $40.69 | $109,852.74 |
DisclosureSEC 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 20:22 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 4,129 | $51.65 | $213,262.85 |
DisclosureSEC 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 | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,099 | $0.00 | $0.00 |
DisclosureSEC 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 12, 2026 Filed Aug 14, 2026 20:13 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,429 | $0.00 | $0.00 |
DisclosureSEC 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 |
| January 05, 2026 Filed Jan 7, 2026 21:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 1,481 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.