Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H&R BLOCK INCHRB · Entity 533 | Director | November 05, 2025 | November 07, 2025 |
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 November 05, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 316,261.5885 |
Reported balance
After 2025-11-05 transaction · row 1
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 3,927 · Balance 316,261.5885 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy GFP, L.P. | 21,000 |
Reported balance
Holding disclosure · report date 2025-11-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 21,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| November 05, 2025 Filed Nov 7, 2025 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,927 | $0.00 | $0.00 |
DisclosureSEC 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 06, 2024 Filed Nov 8, 2024 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,460 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:37 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 9,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-010049 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,330.3005 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. Read SEC document |
| May 11, 2023 Filed May 11, 2023 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 500 | $32.13 | $16,063.50 |
DisclosureSEC source: 0001225208-23-005753 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,405.6145 Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 9,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011438 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,829.9515 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. Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 21:30 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 500 | $37.89 | $18,946.05 |
DisclosureSEC source: 0001225208-22-011406 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,226.9515 Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:23 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 5,000 | $25.14 | $125,695.50 |
DisclosureSEC source: 0001225208-21-013672 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,882.5395 F1 · price: The price used is a weighted average of prices within the range of $25.075 to $25.165. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 15,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012259 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,383.0955 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. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 20:38 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 23,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-011484 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,644.2895 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. Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 12,000 | $15.17 | $181,989.60 |
DisclosureSEC source: 0001225208-20-011361 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By GFP, L.P. Disclosed balance after: 21,000 F1 · price: The price used is a weighted average of prices within the range of $15.140 to $15.270. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 14,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012543 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,907.3855 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. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 20:34 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 13,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013474 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,468.8915 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. Read SEC document |
| June 22, 2018 Filed Jun 25, 2018 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 1,000 | $23.18 | $23,180.00 |
DisclosureSEC source: 0001225208-18-010892 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By GFP, L.P. Disclosed balance after: 9,000 Read SEC document |
| September 14, 2017 Filed Sep 15, 2017 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 13,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015062 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,828.3675 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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. Read SEC document |
| September 08, 2016 Filed Sep 9, 2016 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 15,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039196 · doc4.xml · nonDerivative · entry 1 Gerard Robert A · CIK 0001413918 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,970.5175 F1 · shares: Deferred stock units (DSUs) granted under the H&R Block, Inc. 2013 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. F2 · balance_after: Represents DSUs and shares of common stock. DSUs and shares of common stock were previously reported separately, but are reported on a combined basis in this report and will be reported on this combined basis in future reports. 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.