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 | 28,427.927 |
Reported balance
After 2025-11-05 transaction · row 1
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 3,927 · Balance 28,427.927 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. |
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: 0001225208-25-009042 · doc4.xml · nonDerivative · entry 1 Cohan Sean · CIK 0001854196 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,427.927 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 | 3,148 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:37 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,540 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011437 · doc4.xml · nonDerivative · entry 1 Cohan Sean · CIK 0001854196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,121.895 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 09, 2021 Filed Sep 10, 2021 20:33 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 6,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012258 · doc4.xml · nonDerivative · entry 1 Cohan Sean · CIK 0001854196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,972.861 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 |
| April 01, 2021 Filed Apr 2, 2021 20:20 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 3,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006337 · doc4.xml · nonDerivative · entry 1 Cohan Sean · CIK 0001854196 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,153 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.