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H&R Block insider exercises options, gifts and sells HRB shares

Filing Impact
(Very High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

H&R Block, Inc. (HRB) reported insider activity by a reporting person who serves as both Director and President & CEO. On 11/19/2025, the insider exercised a stock option for 128,818 shares of common stock at an exercise price of $29.73 per share, then sold 128,818 shares of common stock at a weighted average price of $44.5444 per share. The insider also made a gift of 45,000 shares of common stock to a charitable donor advised fund. Following these transactions, the insider directly beneficially owned 861,312.842 shares of H&R Block common stock.

Positive

  • None.

Negative

  • None.
Insider Jones Jeffrey J II
Role President & CEO
Sold 128,818 shs ($5.74M)
Type Security Shares Price Value
Exercise Stock Option (Right to Buy) 128,818 $0.00 --
Exercise Common Stock 128,818 $29.73 $3.83M
Gift Common Stock 45,000 $0.00 --
Sale Common Stock 128,818 $44.5444 $5.74M
Holdings After Transaction: Stock Option (Right to Buy) — 0 shares (Direct); Common Stock — 1,035,130.842 shares (Direct)
Footnotes (1)
  1. Reflects a gift of common stock to a charitable donor advised fund. The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. The options vested in three equal annual installments beginning on the first anniversary of the grant date.
Form 4 Insider Transactions: What Each Field Means →
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)
11/19/2025
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 11/19/2025 M 128,818 A $29.73 1,035,130.842 D
Common Stock 11/19/2025 G 45,000 D $0.0000(1) 990,130.842 D
Common Stock 11/19/2025 S 128,818 D $44.5444(2) 861,312.842 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
Stock Option (Right to Buy) $29.73 11/19/2025 M 128,818 (3) 08/21/2027 Common Stock 128,818 $0.0000 0.0000 D
Explanation of Responses:
1. Reflects a gift of common stock to a charitable donor advised fund.
2. The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.
3. The options vested in three equal annual installments beginning on the first anniversary of the grant date.
Katharine M. Haynes, per Power of Attorney 11/20/2025
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions were reported at H&R Block (HRB) on 11/19/2025?

The reporting person exercised a stock option for 128,818 shares at $29.73 per share, sold 128,818 shares at a weighted average price of $44.5444, and gifted 45,000 shares of common stock.

How many H&R Block (HRB) shares does the insider own after these transactions?

After the reported transactions on 11/19/2025, the insider directly beneficially owned 861,312.842 shares of H&R Block common stock.

What type of derivative security did the H&R Block (HRB) insider exercise?

The insider exercised a stock option (right to buy) covering 128,818 shares of H&R Block common stock at an exercise price of $29.73 per share, with an expiration date of 08/21/2027.

Was any portion of the H&R Block (HRB) insider’s holdings donated to charity?

Yes. The filing states that 45,000 shares of H&R Block common stock were transferred as a gift to a charitable donor advised fund.

What was the sale price range for the H&R Block (HRB) insider stock sale?

The sale of 128,818 shares was reported at a weighted average price of $44.5444 per share, based on individual trades within a range of $44.500 to $44.850 per share.

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

The reporting person is identified as both a Director and an Officer, serving as President & CEO of H&R Block, Inc.