H&R Block officer reports 16,047.241 HRB shares in Form 3 filing

H&R Block Inc. Chief Retail Officer Mark J. Darling filed a Form 3 reporting his beneficial ownership of the company’s common stock.

Rhea-AI Filing Summary

H&R Block Inc. Chief Retail Officer Mark J. Darling filed a Form 3 reporting his beneficial ownership of the company’s common stock. He directly holds 16,047.241 shares of common stock, according to the filing. This amount includes 9,433.241 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 reflects his equity stake as a senior officer of H&R Block Inc. (HRB) as of January 1, 2026.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Darling Mark J.

Role Chief Retail Officer

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 16,047.241 shares (Direct)

Footnotes (1)

1. F1. Includes 9,433.241 restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, for which the restrictions have not yet lapsed.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does H&R Block (HRB) disclose in this Form 3 for Mark J. Darling?

The Form 3 shows that Mark J. Darling, Chief Retail Officer of H&R Block Inc., has reported his beneficial ownership of the company’s common stock as of January 1, 2026.

How many H&R Block (HRB) shares does Mark J. Darling beneficially own?

Mark J. Darling beneficially owns 16,047.241 shares of H&R Block common stock, all reported as held in direct ownership form.

How many restricted share units does Mark J. Darling hold at H&R Block (HRB)?

The filing states that his holdings include 9,433.241 restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, and the restrictions on these units have not yet lapsed.

What is Mark J. Darling’s role at H&R Block (HRB)?

Mark J. Darling is identified as an officer of H&R Block Inc., serving as the company’s Chief Retail Officer.

Is Mark J. Darling’s H&R Block (HRB) ownership reported as direct or indirect?

The Form 3 lists his 16,047.241 shares of common stock under direct (D) ownership, with no indirect ownership or related entities disclosed in the excerpt.

Does this H&R Block (HRB) Form 3 include any derivative securities for Mark J. Darling?

The provided Table II for derivative securities is empty in the excerpt, so only non-derivative common stock and restricted share units are reported.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 01/07/2026 - 04:32 PM Learn about SEC filing dates

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^*

Darling Mark J.

(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)
01/01/2026

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)
	Chief Retail 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)	16,047.241	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 9,433.241 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	01/07/2026
	** 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.