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[Form 3] H&R BLOCK INC Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3
Rhea-AI Filing Summary

H&R Block (HRB) reported an insider ownership update. The company’s VP & Chief Accounting Officer filed a Form 3 reflecting initial beneficial ownership as of 10/24/2025.

The filing lists 1,641.155 shares of Common Stock beneficially owned with direct ownership. According to the footnote, this amount includes 1,641.155 restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, for which the restrictions have not yet lapsed. The filing was made by one reporting person.

Positive
  • None.
Negative
  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Wasleski April M.

(Last) (First) (Middle)
C/O H&R BLOCK
ONE H&R BLOCK WAY

(Street)
KANSAS CITY MO 64105

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
10/24/2025
3. Issuer Name and Ticker or Trading Symbol
H&R BLOCK INC [ HRB ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
VP & Chief Acct Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock(1) 1,641.155 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Includes 1641.155 restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, for which the restrictions have not yet lapsed.
Remarks:
Exhibit 24 - Power of Attorney
Katharine M. Haynes, per Power of Attorney 11/03/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did H&R Block (HRB) disclose in this filing?

A Form 3 initial statement of beneficial ownership by the VP & Chief Accounting Officer as of 10/24/2025.

How many HRB shares are reported as beneficially owned?

The filing reports 1,641.155 shares of Common Stock.

What is the ownership form of these shares?

The shares are reported as Direct (D) ownership.

Who is the reporting person’s role at H&R Block (HRB)?

The reporting person is an Officer, serving as VP & Chief Accounting Officer.

Do the reported shares include restricted share units (RSUs)?

Yes. The 1,641.155 shares include 1,641.155 RSUs granted under the 2018 Long Term Incentive Plan, with restrictions not yet lapsed.

Was this filed by one person or a group?

It was filed by one reporting person.
Block (H.&R.), Inc.

NYSE:HRB

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KANSAS CITY