H&R Block awards 10,843-share grant to executive

HRB’s Chief Strategy & Operations Officer received a sizeable restricted share unit grant, with a portion of shares withheld to cover exercise price or tax obligations.

Rhea-AI Filing Summary

H&R BLOCK INC (HRB) reported that Chief Strategy & Operations Officer Manuel Scott received a grant of 10,843 shares of common stock on August 31, 2026, as restricted share units under the company’s 2018 Long Term Incentive Plan, with restrictions lapsing in three equal installments beginning on the first anniversary of the grant date. On the same date, 3,736 shares of common stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Manuel Scott

Role Chief Strategy & Operations Of

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	10,843	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	3,736	$51.65	$193K

Holdings After Transaction: Common Stock — 31,422.067 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.

Key Figures

Restricted share units granted: 10,843 shares Shares delivered/withheld for exercise price or tax liability: 3,736 shares Transaction price per share for code F disposition: $51.65 per share +1 more

4 metrics

Restricted share units granted 10,843 shares Common stock RSU grant to Manuel Scott on August 31, 2026

Shares delivered/withheld for exercise price or tax liability 3,736 shares Code F transaction on August 31, 2026

Transaction price per share for code F disposition $51.65 per share Price applied to 3,736 shares delivered or withheld

Vesting schedule installments 3 installments Restrictions lapse in three equal installments beginning on first anniversary of grant date

Key Terms

Restricted share units, Long Term Incentive Plan, tax liability

3 terms

Restricted share units financial

"Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan"

Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.

Long Term Incentive Plan financial

"granted under the H&R Block, Inc. 2018 Long Term Incentive Plan"

A long term incentive plan is a company program that awards executives and key employees bonuses—often in stock, options, or cash—only if the business meets multi-year performance goals. It links management pay to company results—like tying a coach’s bonus to a team’s multi-season record—so investors monitor it for how leaders are motivated, potential share dilution, and signals about the company’s long-term priorities.

tax liability financial

"Payment of exercise price or tax liability by delivering or withholding securities"

FAQ

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

What equity award did H&R BLOCK INC (HRB) grant to Manuel Scott?

Manuel Scott received a grant of 10,843 shares of common stock on August 31, 2026, in the form of restricted share units under H&R Block, Inc. 2018 Long Term Incentive Plan, with restrictions lapsing in three equal installments starting on the first anniversary of the grant date.

How do the restricted share units for HRB’s Manuel Scott vest?

The restricted share units granted to Manuel Scott vest as restrictions lapse in three equal installments, beginning on the first anniversary of the August 31, 2026 grant date, under the H&R Block, Inc. 2018 Long Term Incentive Plan.

What shares did Manuel Scott dispose of in this HRB Form 4 filing?

On August 31, 2026, 3,736 shares of H&R Block common stock were delivered or withheld for payment of exercise price or tax liability, at a reported price of $51.65 per share, as indicated by transaction code F.

Was a Rule 10b5-1 trading plan used for Manuel Scott’s HRB transactions?

No. The filing indicates the Rule 10b5-1 checkbox is not marked, so no Rule 10b5-1 trading plan is reported for the transactions disclosed for Manuel Scott.

What role does Manuel Scott hold at H&R BLOCK INC (HRB)?

Manuel Scott is reported as an officer of H&R BLOCK INC, with the title Chief Strategy & Operations, in connection with the equity award and related share disposition on August 31, 2026.

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

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Available on EDGAR 09/02/2026 - 04:23 PM EDT Accepted by SEC EDGAR 09/02/2026 - 04:22 PM EDT 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^*

Manuel Scott

(Last) (First) (Middle)

C/O H&R BLOCK

ONE H&R BLOCK WAY

(Street)

KANSAS CITY MISSOURI 64105

(City) (State) (Zip)

UNITED STATES

(Country)

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 Strategy & Operations Of

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/31/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	08/31/2026		A		10,843(1)	A	$0.0000	35,158.067	D
Common Stock	08/31/2026		F		3,736	D	$51.65	31,422.067	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	09/02/2026
	** 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.
* Form 4: SEC 1474 (03-26)