H&R Block director files Form 3 with no holdings

H&R Block director Geralyn Breig filed an initial ownership report with regulators.

Rhea-AI Filing Summary

H&R Block director Geralyn Breig filed an initial ownership report with regulators. This Form 3 states that, as of the event date of 01/20/2026, she is a director of H&R Block, Inc. and that no securities are beneficially owned. The filing also includes a power of attorney authorizing a representative to sign on her behalf.

FAQ

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

What does H&R Block (HRB) director Geralyn Breig report on this Form 3?

Director Geralyn Breig reports her initial ownership position in H&R Block, Inc. and indicates that no securities are beneficially owned as of the reported date.

What is the event date for Geralyn Breig’s Form 3 with H&R Block (HRB)?

The Form 3 lists an event date of 01/20/2026 for director Geralyn Breig in relation to her ownership reporting for H&R Block, Inc.

Does Geralyn Breig report owning any H&R Block (HRB) shares or derivatives?

No. The filing explicitly states that no securities are beneficially owned, and both the non-derivative and derivative tables show no holdings.

What is Geralyn Breig’s relationship to H&R Block (HRB) in this filing?

She is identified as a director of H&R Block, Inc., as indicated in the relationship section of the Form 3.

Who signed the Form 3 for H&R Block (HRB) director Geralyn Breig?

The Form 3 is signed by Katharine M. Haynes under an Exhibit 24 - Power of Attorney, acting on behalf of Geralyn Breig.

Is this Form 3 for a single reporting person or a group related to H&R Block (HRB)?

The document is marked as Form filed by One Reporting Person, referring solely to director Geralyn Breig.

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

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Accepted by SEC EDGAR 01/23/2026 - 04:31 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

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1. Name and Address of Reporting Person^*

Breig Geralyn

(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)
01/20/2026

3. Issuer Name and Ticker or Trading Symbol
H&R BLOCK INC [ HRB ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

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)

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:

Remarks:

Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	Katharine M. Haynes, per Power of Attorney	01/23/2026
	** 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.