H&R Block (HRB) director Breig receives 3,727-share equity award grant

Rhea-AI Filing Summary

H&R Block director Geralyn Breig received an equity award of 3,727 shares of common stock on 01/22/2026. The Form 4 shows these shares as acquired at a price of $0.0000 per share, giving her beneficial ownership of 3,727 shares held directly after the transaction.

According to the footnote, this award represents director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The DRSUs fully vest on the first anniversary of the grant date, if she continues to serve as a director through that vesting date. Each director can elect to receive the underlying common shares either immediately upon vesting or defer receipt until the six-month anniversary of ending service on the board.

Insider Trade Summary

Net Buyer: 3,727 shares

Net Buy 1 txn

Insider Breig Geralyn

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	3,727	$0.00	$0.00

Holdings After Transaction: Common Stock — 3,727 shares (Direct)

Footnotes (1)

1. F1. Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

FAQ

What insider transaction did H&R Block (HRB) report for Geralyn Breig?

The filing shows that director Geralyn Breig acquired 3,727 shares of H&R Block common stock on 01/22/2026, reported as a grant at a price of $0.0000 per share, resulting in 3,727 shares beneficially owned directly after the transaction.

What is the nature of the 3,727-share award to the H&R Block (HRB) director?

The 3,727-share award is described as director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, tied to board service.

When do the director restricted share units (DRSUs) for H&R Block (HRB) vest?

The DRSUs granted to the director fully vest on the first anniversary of the grant date, provided the director continues serving on the H&R Block board through that vesting date.

Can the H&R Block (HRB) director defer receipt of the shares from the DRSUs?

Yes. The footnote explains that each director may elect to receive the common shares either immediately upon vesting or defer receipt until the six-month anniversary of termination of service as a director.

How many H&R Block (HRB) shares does Geralyn Breig own after this Form 4 transaction?

After the reported grant, the Form 4 lists 3,727 shares of H&R Block common stock beneficially owned by Geralyn Breig, held in direct ownership form.

Under which equity plan were the H&R Block (HRB) director restricted share units granted?

The director restricted share units were granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, as noted in the footnote to the Form 4.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 01/23/2026 - 04:34 PM Learn about SEC filing dates

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^*

Breig Geralyn

(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
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
01/22/2026

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	01/22/2026		A		3,727(1)	A	$0.0000	3,727	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. Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.

	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 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.