H&R Block (NYSE: HRB) plans CAO transition as Kellie Logerwell retires

Rhea-AI Filing Summary

H&R Block, Inc. reported a planned leadership change in its accounting function. Vice President and Chief Accounting Officer Kellie J. Logerwell informed the company on August 13, 2025 of her intention to retire, effective October 24, 2025. The company stated that her decision to retire is not due to any disagreement regarding its operations, policies, or practices.

April M. Wasleski, currently Director of Accounting and an employee of H&R Block and its subsidiaries for over 13 years, will become Vice President and Chief Accounting Officer on October 24, 2025. Her prior roles include Director of Finance and Director of Financial Reporting and Accounting Research, and she previously worked at Ernst & Young LLP through May 2011. Her compensation for the new role will be determined later by the Compensation Committee, and she is expected to enter into the company’s standard restrictive covenant and indemnification agreements for senior executives.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (date of earliest event reported): August 13, 2025

H&R BLOCK, INC.

(Exact name of registrant as specified in charter)

Missouri			1-06089			44-0607856
(State or other jurisdiction of			(Commission File Number)			(I.R.S. Employer
incorporation or organization)						Identification No.)

One H&R Block Way, Kansas City, MO 64105

(Address of Principal Executive Offices) (Zip Code)

(816) 854-3000

(Registrant's telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, without par value			HRB			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers; Chief Executive Officer and Director Transitions

On August 13, 2025, Kellie J. Logerwell notified H&R Block, Inc. (the “Company”) of her intention to retire as the Company’s Vice President and Chief Accounting Officer, effective as of October 24, 2025. Ms. Logerwell’s decision to retire was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.

Ms. Logerwell will be succeeded as principal accounting officer by April M. Wasleski, who currently serves as the Company’s Director of Accounting and whose appointment as Vice President and Chief Accounting Officer will become effective October 24, 2025. Ms. Wasleski, 48, has been with the Company and its subsidiaries for over 13 years, serving as Director of Accounting since July 2018. Prior to that, she served as Director of Finance from July 2015 to July 2018 and Director of Financial Reporting and Accounting Research from June 2012 to July 2015. Before joining the Company, Ms. Wasleski worked in accounting in various roles, including at Ernst & Young LLP from September 1998 through May 2011, leaving as a Senior Manager.

Ms. Wasleski’s compensation in connection with her role as Vice President and Chief Accounting Officer has not yet been determined, and will be set by the Company’s Compensation Committee at a later date. In connection with her appointment, the Company anticipates that Ms. Wasleski will enter into the Company’s standard restrictive covenant agreement applicable to senior executives. The Company also intends to enter into the Company’s standard form of indemnification agreement for directors and officers with Ms. Wasleski, a copy of which was previously filed as Exhibit 10.2 to the Company’s Quarterly Report on Form 10-Q for the quarter ended January 31, 2012 and is incorporated herein by reference. Ms. Wasleski does not have any family relationships required to be disclosed pursuant to Item 401(d) of Regulation S-K, nor is she a party to any transaction, or series of transactions, required to be disclosed pursuant to Item 404(a) of Regulation S-K.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

									H&R BLOCK, INC.
Date:			August 15, 2025			By:			/s/ Katharine M. Haynes
									Katharine M. Haynes
									Vice President and Corporate Secretary

FAQ

What executive change did H&R Block (HRB) disclose in this 8-K?

H&R Block disclosed that Vice President and Chief Accounting Officer Kellie J. Logerwell plans to retire effective October 24, 2025, and that April M. Wasleski will succeed her as Vice President and Chief Accounting Officer on that date.

Did Kellie Logerwell’s retirement from H&R Block involve any disagreement with the company?

The company stated that Ms. Logerwell’s decision to retire was not due to any disagreement with H&R Block on matters related to its operations, policies, or practices.

Who is April Wasleski, the incoming Chief Accounting Officer at H&R Block (HRB)?

April M. Wasleski, age 48, has been with H&R Block and its subsidiaries for over 13 years. She has served as Director of Accounting since July 2018, previously held Director of Finance and Director of Financial Reporting and Accounting Research roles, and worked at Ernst & Young LLP from 1998 to 2011, leaving as a Senior Manager.

When will April Wasleski’s appointment as H&R Block’s Chief Accounting Officer become effective?

Ms. Wasleski’s appointment as Vice President and Chief Accounting Officer of H&R Block will become effective on October 24, 2025.

Has H&R Block disclosed April Wasleski’s compensation in her new role?

No specific amounts were disclosed. The company stated that Ms. Wasleski’s compensation in connection with her role as Vice President and Chief Accounting Officer has not yet been determined and will be set by the Compensation Committee at a later date.

Will April Wasleski enter into any standard agreements as a senior executive of H&R Block (HRB)?

H&R Block expects Ms. Wasleski to enter into its standard restrictive covenant agreement for senior executives and its standard form of indemnification agreement for directors and officers, which was previously filed as an exhibit to a Form 10-Q.

Are there any related-party or family relationships involving April Wasleski that H&R Block disclosed?

The company stated that Ms. Wasleski has no family relationships requiring disclosure under Item 401(d) of Regulation S-K and is not a party to any transactions requiring disclosure under Item 404(a) of Regulation S-K.