H&R Block (HRB) CEO Equity Moves: 57,697 RSUs Granted, 70,257 Shares Sold

Rhea-AI Filing Summary

Jeffrey J. Jones II, President & CEO and director of H&R Block, Inc. (HRB), reported equity activity on 08/31/2025. He received 57,697 restricted share units (RSUs) under the 2018 Long Term Incentive Plan, which carry restrictions that lapse in three equal annual installments beginning one year after grant. He also disposed of 70,257 shares at $50.35 per share. After these transactions, Mr. Jones beneficially owned 935,279.431 shares directly. The Form 4 was signed per power of attorney by Katharine M. Haynes on 09/03/2025.

Insights

Corporate Governance Expert

TL;DR: Routine executive RSU grant mixed with a sizeable open-market sale; aligns pay with shareholders while reducing share count.

The RSU grant of 57,697 under the long-term incentive plan represents a standard equity compensation action designed to retain and align the CEO with shareholder interests because vesting occurs over multiple years. The contemporaneous sale of 70,257 shares at $50.35 appears to be an open-market disposition and materially reduced direct holdings to 935,279.431 shares. Documentation shows proper Form 4 disclosure and use of a power of attorney for filing. No departures from governance disclosure norms are evident.

Securities Analyst

TL;DR: Compensation grant plus sale is neutral for near-term valuation; sale proceeds quantify liquidity but do not alter control.

The transactions combine a compensation-driven grant (57,697 RSUs) with a sale of 70,257 shares at $50.35. The grant vests over three years, implying multi-year retention incentives. The sale reduced reported direct ownership but, given the remaining ~935k shares, there is no indicated change in control. All disclosed amounts and prices are explicit on the Form 4; no option exercises or derivative actions were reported.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Jones Jeffrey J II

(Last) (First) (Middle)

C/O H&R BLOCK

ONE H&R BLOCK WAY

(Street)

KANSAS CITY MO 64105

(City) (State) (Zip)

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

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

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

3. Date of Earliest Transaction (Month/Day/Year)
08/31/2025

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/31/2025		A		57,697(1)	A	$0.0000	1,005,536.431	D
Common Stock	08/31/2025		F		70,257	D	$50.35	935,279.431	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.

	Katharine M. Haynes, per Power of Attorney	09/03/2025
	** 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 4 (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.