H&R Block insider filing: 15,642 RSUs awarded to finance EVP; 1,071 shares sold

Rhea-AI Filing Summary

Statement of changes in beneficial ownership for H&R Block, Inc. (HRB): Executive Vice President, Finance Tiffany L. Mason reported transactions dated 08/31/2025. She was granted 10,428 and 5,214 restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan; the filing states these restricted units lapse in three equal installments beginning on the first anniversary of the grant date. The report also shows a disposition of 1,071 shares at a price of $50.35. Beneficial ownership totals reported changed from 17,800.722 to 23,014.722 after the grants and to 21,943.722 after the disposition.

Positive

• Time-based restricted share units granted totaling 15,642 under the 2018 Long Term Incentive Plan, aligning executive pay with long-term shareholder value
• Vesting schedule disclosed: restrictions lapse in three equal installments beginning on the first anniversary of the grant date, providing clarity on timing

Negative

• Disposition of 1,071 shares at $50.35, which reduced reported beneficial ownership from 23,014.722 to 21,943.722

Insights

Financial Analyst

TL;DR: Routine executive equity compensation with modest sale; neutral for valuations.

The filing documents time-based restricted share unit grants totaling 15,642 units and a contemporaneous disposition of 1,071 shares at $50.35. Time-based RSUs that vest in three equal annual installments align management incentives with shareholder outcomes but do not immediately dilute outstanding shares until vesting. The small sale reduces the reporting officer's direct holdings but appears immaterial relative to the grant size and the company’s market cap (not provided in this filing). Overall, this is a standard compensation and reporting event rather than a market-moving development.

Corporate Governance Expert

TL;DR: Compensation follows standard LTIP practice; disclosure is complete and conforms to Section 16 reporting.

The form clearly identifies the reporting person, role (Executive VP, Finance), grant type (restricted share units under the 2018 LTIP) and vesting schedule language. The filing includes both acquisitions and a disposition with prices and post-transaction beneficial ownership balances, which supports transparency around insider holdings. No unusual derivative instruments or atypical vesting conditions are disclosed here. From a governance perspective, this appears to be routine senior-executive compensation and accurate disclosure under Form 4 requirements.

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
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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^*

Mason Tiffany L

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Executive VP, Finance

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		10,428(1)	A	$0.0000	17,800.722	D
Common Stock	08/31/2025		A		5,214(1)	A	$0.0000	23,014.722	D
Common Stock	08/31/2025		F		1,071	D	$50.35	21,943.722	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.
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FAQ

What transactions were reported for HRB on this Form 4?

The filer reported grants of 10,428 and 5,214 restricted share units and a disposition of 1,071 shares at $50.35, all with transaction date 08/31/2025.

Who is the reporting person on this Form 4 for HRB?

The reporting person is Tiffany L. Mason, identified as Executive Vice President, Finance, with an address at One H&R Block Way, Kansas City, MO.

What is the vesting schedule for the restricted share units?

The restricted share units lapse in three equal installments beginning on the first anniversary of the grant date, per the form's explanation.

How did the reported beneficial ownership change after these transactions?

Reported beneficial ownership moved from 17,800.722 to 23,014.722 following the grants and to 21,943.722 after the disposition.

What plan governs the granted restricted share units?

The grants are made under the H&R Block, Inc. 2018 Long Term Incentive Plan, as stated in the filing.