HRB Form 4: Officer Acquires 11,818 RSUs, Sells 1,114 Shares

Campbell Curtis A, President, GCT & Chief Product Officer of H&R Block, Inc. (HRB), reported transactions dated 08/31/2025.

Rhea-AI Filing Summary

Campbell Curtis A, President, GCT & Chief Product Officer of H&R Block, Inc. (HRB), reported transactions dated 08/31/2025. The Form 4 shows a grant of 11,818 restricted share units (RSUs) under the H&R Block, Inc. 2018 Long Term Incentive Plan with a reported price of $0.00; after that grant his beneficial ownership is listed as 26,536.52 shares. The filing also records a sale of 1,114 shares at $50.35, leaving a post-transaction beneficial ownership of 25,422.52 shares. The RSUs vest in three equal installments beginning on the first anniversary of the grant date. The Form 4 is signed by Katharine M. Haynes per power of attorney on 09/03/2025.

Insights

Financial Analyst

TL;DR Routine executive equity grant and small open-market sale; not materially dilutive or unusual for compensation purposes.

The reported 11,818 RSU award is a standard long-term incentive under the company plan and vests over three years, aligning executive compensation with retention and performance objectives. The 1,114 share disposition at $50.35 appears to be a routine sale reducing direct holdings modestly. Aggregate holdings remain in the mid‑20,000 share range per the filing. There are no conversions, option exercises, or derivative transactions disclosed, and no indication of unusual timing or size that would materially affect shareholder value based on the information provided.

Corporate Governance Expert

TL;DR Compensation-related grant recorded correctly; disclosure includes POA signature and vesting terms, consistent with standard governance practice.

The Form 4 discloses compensation via RSUs under the 2018 LTIP with clear vesting schedule language: restrictions lapse in three equal installments starting one year after grant. The filing is signed via power of attorney, which is properly noted. There is no indication of related-party transactions, extraordinary acceleration clauses, or departures from required reporting format in the provided content.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Campbell Curtis A

Role Pres, GCT & Chief Product Off

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	11,818	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	1,114	$50.35	$56K

Holdings After Transaction: Common Stock — 25,422.52 shares (Direct)

Footnotes (1)

1. F1. 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.

FAQ

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

What did HRB insider Campbell Curtis A report on Form 4?

The Form 4 reports a grant of 11,818 RSUs and a sale of 1,114 shares on 08/31/2025.

How many shares does Campbell Curtis A beneficially own after the reported transactions?

The filing shows 25,422.52 shares beneficially owned after the sale of 1,114 shares.

What are the terms of the RSU grant reported in the Form 4?

The RSUs are granted under the H&R Block, Inc. 2018 Long Term Incentive Plan and vest in three equal installments beginning on the first anniversary of the grant date.

At what price were the disposed shares sold?

The sale of 1,114 shares was reported at a price of $50.35 per share.

Who signed the Form 4 and when?

The Form 4 was signed by Katharine M. Haynes per power of attorney on 09/03/2025.

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

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Accepted by SEC EDGAR 09/03/2025 - 04:31 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^*

Campbell Curtis A

(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)
	Pres, GCT & Chief Product Off

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		11,818(1)	A	$0.0000	26,536.52	D
Common Stock	08/31/2025		F		1,114	D	$50.35	25,422.52	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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