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H&R BLOCK INC (HRB) SEC Filings

HRB NYSE

H&R Block, Inc. filings document formal disclosures for an operating company centered on tax preparation, financial products, and small-business services. Recent Form 8-K reports furnish quarterly operating results and financial-condition updates, including activity in U.S. assisted tax preparation, digital filing, international revenue, Refund Transfer volume, Wave, outlook commentary, and capital actions such as share repurchase plans.

The company’s proxy and governance filings cover director elections, independent auditor ratification, advisory executive-compensation votes, board committee structure, officer appointments, and compensation arrangements. These records also describe shareholder voting matters and governance practices for the Missouri-incorporated public company traded under the HRB symbol.

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H&R Block Chief Retail Officer Mark J. Darling sold 2,700 shares of common stock on September 30, 2026, at a weighted-average price of $40.6862 per share. The weighted average reflects prices ranging from $40.670 to $40.720. He held 21,588 shares directly after the sale. No Rule 10b5-1 plan is reported.

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H&R Block officer Mark J. Darling is named in a notice of a proposed sale of 2,700 common shares, with an aggregate market value of $109,852.98, through Fidelity Brokerage Services LLC. The approximate sale date is September 30, 2026. The shares are identified as acquired from the issuer through restricted stock vesting on August 31, 2024.

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Filing
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annual report
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H&R Block asks shareholders to vote at its virtual November 10, 2026 annual meeting on nine director nominees, ratification of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending June 30, 2027, advisory approval of named executive officer compensation, and the 2026 Long Term Incentive Plan. The Board recommends “FOR” each of those four proposals. September 15, 2026 is the record date.

Fiscal 2026 was the first year of H&R Block’s expert-led, technology-enabled strategy. Revenue was $3,945.4 million, up 4.9%; net income was $736.3 million, up 20.8%; EBITDA was $1,056.9 million, up 8.3%; earnings per share was $5.69, up 28.7%; and adjusted earnings per share was $5.31, up 13.9%. Curtis Campbell became President and CEO on January 1, 2026, and Geralyn Breig, Christian Charnaux, and Stephanie Plaines joined the Board. H&R Block returned approximately $714 million through dividends and share repurchases and approved an annual increase in its quarterly dividend.

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Rhea-AI Summary

H&R Block Inc. (HRB) reported that President & CEO Campbell Curtis A received an equity award. On August 31, 2026, he was granted 49,129 restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan, which vest in three equal annual installments beginning on the first anniversary of the grant date. On the same date, 2,833 common shares were delivered or withheld at $51.65 per share for payment of exercise price or tax liability, with all transactions reported as directly owned and no Rule 10b5-1 trading plan indicated.

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H&R Block, Inc. (HRB) reported that Chief Retail Officer Mark J. Darling received a grant of 6,099 restricted share units of common stock on August 31, 2026 under the company’s 2018 Long Term Incentive Plan, with restrictions lapsing in three equal installments beginning on the first anniversary of the grant date. On the same date, 4,129 shares of common stock were disposed of to satisfy exercise price or tax liability obligations, based on a price of $51.65 per share.

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H&R BLOCK INC (HRB) reported that Chief Strategy & Operations Officer Manuel Scott received a grant of 10,843 shares of common stock on August 31, 2026, as restricted share units under the company’s 2018 Long Term Incentive Plan, with restrictions lapsing in three equal installments beginning on the first anniversary of the grant date. On the same date, 3,736 shares of common stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability. No Rule 10b5-1 trading plan is reported.

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H&R BLOCK INC (HRB) reports that Chief Financial Officer Tiffany L. Mason received a grant of 13,553 restricted share units of common stock on August 31, 2026, under the company’s 2018 Long Term Incentive Plan. The restrictions on these units lapse in three equal installments beginning on the first anniversary of the grant date. On the same date, 3,510 shares of common stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability, with all holdings reported as direct and no Rule 10b5-1 trading plan indicated.

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H&R Block Inc. (HRB) reported that Chief Legal & Admin. Officer Dara S. Redler received an award of 9,826 shares of Common Stock on August 31, 2026, in the form of restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan, which will vest in three equal installments beginning on the first anniversary of the grant date. On the same date, 12,219 shares of Common Stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability.

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H&R BLOCK INC (HRB) reported that officer April M. Wasleski, VP & Chief Accounting Officer, received a grant of 1,426 restricted share units of Common Stock on August 31, 2026 under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on these units lapse in three equal installments beginning on the first anniversary of the grant date. On the same date, 413 shares of Common Stock were withheld at $51.65 per share as a disposition to cover payment of the exercise price or tax liability by delivering or withholding securities. No Rule 10b5-1 trading plan is reported for these transactions.

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FAQ

How many H&R BLOCK (HRB) SEC filings are available on StockTitan?

StockTitan tracks 72 SEC filings for H&R BLOCK (HRB), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for H&R BLOCK (HRB)?

The most recent SEC filing for H&R BLOCK (HRB) was filed on October 2, 2026.