[Form 4] H&R Block, Inc. Insider Trading Activity

Rhea-AI Filing Summary

Insider vesting reported for H&R Block (HRB). Dara S. Redler, listed as Chief Legal Officer, acquired 15,511 shares of common stock on 08/13/2025 through vesting of performance share units after the Compensation Committee determined the performance criteria were satisfied. The report shows 39,578.75 shares beneficially owned after the transaction. The awarded shares remain subject to the executive's continued service through August 31, 2025. The Form 4 was signed via power of attorney by Katharine M. Haynes on 08/15/2025.

Positive

• Vesting of performance share units after the Compensation Committee determined performance criteria were satisfied
• 15,511 shares acquired reported as non-derivative acquisition on 08/13/2025
• Award remains subject to continued service through August 31, 2025

Negative

• None.

Insights

Securities Analyst

TL;DR: Routine insider vesting of performance share units; not a material corporate event.

The filing documents a non-derivative acquisition of 15,511 common shares due to vesting of previously awarded performance share units after performance criteria were met. The reporting person retains overall beneficial ownership of 39,578.75 shares, and the award remains conditioned on continued service through August 31, 2025. This is a standard executive compensation settlement rather than a market-moving transaction.

Corporate Governance Expert

TL;DR: Compensation committee confirmed performance conditions; shares vested but remain subject to service requirement.

The disclosure indicates the Compensation Committee determined that performance targets for the performance share units were satisfied, triggering vesting of the underlying common stock. The form lists the acquisition code as an administrative vesting event and notes the continued service requirement through August 31, 2025, consistent with retention-focused executive awards. Signature via power of attorney is noted on 08/15/2025.

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^*

Redler Dara S

(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)
	Chief Legal Officer

3. Date of Earliest Transaction (Month/Day/Year)
08/13/2025

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	08/13/2025		A(1)		15,511	A	$0.0000	39,578.75	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. Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied, which remain subject to the executive's continued service through August 31, 2025.

	Katharine M. Haynes, per Power of Attorney	08/15/2025
	** 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.

FAQ

What did the Form 4 for HRB report?

The Form 4 reports that Dara S. Redler acquired 15,511 shares of H&R Block common stock on 08/13/2025 due to vesting of performance share units.

How many HRB shares does the reporting person beneficially own after the transaction?

The filing shows the reporting person beneficially owned 39,578.75 shares following the reported transaction.

Why did the shares vest according to the filing?

The shares vested because the Compensation Committee determined that the performance criteria for the performance share units had been satisfied.

Are there any continuing conditions on the vested HRB shares?

Yes, the vested shares remain subject to the executive's continued service through August 31, 2025.

Who signed the Form 4 filing for HRB?

The Form 4 was signed by Katharine M. Haynes, per power of attorney, on 08/15/2025.