Welcome to our dedicated page for Block (H.&R.) SEC filings (Ticker: HRB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Digging through H&R Block’s seasonal disclosures often feels like searching for one receipt in a shoebox. Revenue jumps during tax season, prepaid card liabilities spike, and refund-advance credit losses appear across multiple notes. Stock Titan’s AI cuts through that complexity the moment a document hits EDGAR.
Need the numbers fast? Our platform highlights where the latest H&R Block quarterly earnings report 10-Q filing explains off-season cash burn, and where the H&R Block annual report 10-K simplified details franchise royalty flows. Curious about management moves? Receive instant alerts on H&R Block insider trading Form 4 transactions and drill into every H&R Block executive stock transactions Form 4 without scrolling hundreds of pages. We also tag each H&R Block 8-K material events explained so you can see refund-advance program updates or leadership changes minutes after they post.
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- Compare segment margins across company-owned and franchise offices using AI summaries of 10-Ks.
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- Review H&R Block proxy statement executive compensation to see how bonuses tie to refund-advance volume.
All filings—10-K, 10-Q, 8-K, S-8, DEF 14A—arrive here within seconds, each paired with concise, AI-powered explanations. No jargon, no hunting; just the disclosures that matter, translated into plain language so you can focus on decisions rather than data gathering. That’s understanding H&R Block SEC documents with AI, done right.
H&R Block (HRB) is holding a virtual annual meeting on November 5, 2025. The Board is asking shareholders to elect eight directors, ratify Deloitte & Touche LLP as auditor, and provide an advisory vote on named executive officer compensation. Fiscal 2025 delivered modest growth: revenue of $3.761 billion, up 4.2% year-over-year; net income of $609.5 million, up 1.9%; GAAP EPS $4.42, up 6.8%; adjusted EPS $4.66, up 5.7%. The company repurchased about $400 million of common stock at an average $61.10 per share and since 2016 has returned over $4.5 billion to shareholders via repurchases and dividends.
Strategic and governance developments: Spruce deposits reached $1.75 billion through June 30, 2025, with nearly half of deposit transactions in FY25 from non-tax sources. Leadership transitions include Richard A. Johnson becoming independent Board Chairman effective April 1, 2025, and an announced CEO retirement: Jeffrey J. Jones II will retire December 31, 2025, with Curtis A. Campbell named to succeed him as President and CEO on January 1, 2026. The proxy details board composition, governance practices, committee oversight, executive compensation design, and fiscal 2025 STI/LTI frameworks.
Insider transactions by Kellie J. Logerwell at H&R Block (HRB): The report shows two transactions on 08/31/2025. Ms. Logerwell, identified as Vice President & Chief Accounting Officer, was granted 2,086 restricted share units under the company's 2018 Long Term Incentive Plan at a price of $0.00; after that grant she beneficially owned 25,073.468 shares. The filing also records a disposition coded F of 2,947 common shares sold at $50.35, leaving her with 22,126.468 shares following the sale. The restricted share units vest in three equal installments beginning on the first anniversary of the grant date. The form is signed on behalf of the reporting person by Katharine M. Haynes per power of attorney on 09/03/2025.
Statement of changes in beneficial ownership for H&R Block, Inc. (HRB): Executive Vice President, Finance Tiffany L. Mason reported transactions dated 08/31/2025. She was granted 10,428 and 5,214 restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan; the filing states these restricted units lapse in three equal installments beginning on the first anniversary of the grant date. The report also shows a disposition of 1,071 shares at a price of $50.35. Beneficial ownership totals reported changed from 17,800.722 to 23,014.722 after the grants and to 21,943.722 after the disposition.
Jeffrey J. Jones II, President & CEO and director of H&R Block, Inc. (HRB), reported equity activity on 08/31/2025. He received 57,697 restricted share units (RSUs) under the 2018 Long Term Incentive Plan, which carry restrictions that lapse in three equal annual installments beginning one year after grant. He also disposed of 70,257 shares at $50.35 per share. After these transactions, Mr. Jones beneficially owned 935,279.431 shares directly. The Form 4 was signed per power of attorney by Katharine M. Haynes on 09/03/2025.
Reporting person: Dara S. Redler, Chief Legal & Administrative Officer of H&R Block, Inc. (HRB). The Form 4 reports transactions dated 08/31/2025. The filing shows two acquisitions of Common Stock recorded as restricted share units: 9,385 units and 3,476 units, each reported with a $0.00 price and treated as acquisitions under the company plan. The filing also reports a disposition of 10,555 Common Stock shares at a price of $50.35. Share totals after each reported transaction are shown as 48,963.75, 52,439.75, and 41,884.75, respectively. The restricted share units are described as granted under the H&R Block, Inc. 2018 Long Term Incentive Plan with restrictions that lapse in three equal installments beginning on the first anniversary of the grant date. The form is signed 09/03/2025 by Katharine M. Haynes per power of attorney.
Manuel Scott, listed with an H&R Block address, reported changes in beneficial ownership on Form 4. On 08/31/2025 the report shows two acquisitions of Common Stock: 10,428 shares and 5,214 shares at a reported price of $0.0000, increasing beneficial ownership to 24,692.551 shares. The filing also reports a disposition of 1,307 shares on the same date at $50.35, leaving 23,385.551 shares beneficially owned after the transactions.
An explanatory note states these acquired shares are restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, with restrictions that lapse in three equal installments beginning on the first anniversary of the grant date. The filer is identified as an officer with title shown as Chief Strategy & Operations Of.
Campbell Curtis A, President, GCT & Chief Product Officer of H&R Block, Inc. (HRB), reported transactions dated 08/31/2025. The Form 4 shows a grant of 11,818 restricted share units (RSUs) under the H&R Block, Inc. 2018 Long Term Incentive Plan with a reported price of $0.00; after that grant his beneficial ownership is listed as 26,536.52 shares. The filing also records a sale of 1,114 shares at $50.35, leaving a post-transaction beneficial ownership of 25,422.52 shares. The RSUs vest in three equal installments beginning on the first anniversary of the grant date. The Form 4 is signed by Katharine M. Haynes per power of attorney on 09/03/2025.
H&R Block, Inc. disclosed the execution of a material definitive agreement that creates a direct financial obligation or an off-balance sheet arrangement for the company. The filing references an Officers' Certificate that includes the form of Notes and notation of Guarantees, and it states that an opinion of counsel addressing the validity of the Notes and Guarantees is included as an exhibit. The filing lists Exhibits 4.1, 4.2, and 5.1 as the supporting documents for the agreement and legal opinion. The disclosure signals a new financing instrument and associated legal guarantees have been documented and filed.
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