H&R Block CFO granted 13,553 restricted units

H&R Block’s CFO received a new restricted share unit grant while shares were also withheld to cover exercise price or tax obligations.

Rhea-AI Filing Summary

H&R BLOCK INC (HRB) reports that Chief Financial Officer Tiffany L. Mason received a grant of 13,553 restricted share units of common stock on August 31, 2026, under the company’s 2018 Long Term Incentive Plan. The restrictions on these units lapse in three equal installments beginning on the first anniversary of the grant date. On the same date, 3,510 shares of common stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability, with all holdings reported as direct and no Rule 10b5-1 trading plan indicated.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Mason Tiffany L

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	13,553	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	3,510	$51.65	$181K

Holdings After Transaction: Common Stock — 32,869.771 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: 13,553 units RSU vesting schedule: 3 equal installments Shares delivered or withheld: 3,510 shares +1 more

4 metrics

Restricted share units granted 13,553 units Equity award to CFO on August 31, 2026 under the 2018 Long Term Incentive Plan

RSU vesting schedule 3 equal installments Restrictions lapse in three equal installments beginning on the first anniversary of the grant date

Shares delivered or withheld 3,510 shares Code F transaction for payment of exercise price or tax liability on August 31, 2026

Per-share value for code F transaction $51.65 per share Price used for 3,510 shares delivered or withheld for exercise price or tax liability

Key Terms

Restricted share units, 2018 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.

2018 Long Term Incentive Plan financial

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

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 HRB grant to its CFO on August 31, 2026?

The Chief Financial Officer received a grant of 13,553 restricted share units of H&R BLOCK INC common stock on August 31, 2026, under the H&R Block, Inc. 2018 Long Term Incentive Plan.

How do the new HRB restricted share units for the CFO vest?

The 13,553 restricted share units granted to the CFO vest as restrictions lapse in three equal installments, beginning on the first anniversary of the August 31, 2026 grant date.

What disposition of HRB shares was reported for the CFO on August 31, 2026?

On August 31, 2026, 3,510 shares of H&R BLOCK INC common stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability, reported as a code F transaction.

Were the HRB transactions by the CFO made under a Rule 10b5-1 plan?

No. The filing indicates no Rule 10b5-1 trading plan; the document-level Rule 10b5-1 checkbox is explicitly unchecked for these transactions.

Are the HRB shares in these transactions held directly or indirectly by the CFO?

Both the 13,553 restricted share units granted and the 3,510 shares delivered or withheld for exercise price or tax liability are reported as directly held by the Chief Financial Officer.

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

Form 4 Insider Transactions: What Each Field Means →

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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^*

Mason Tiffany L

(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 Financial Officer

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		13,553(1)	A	$0.0000	36,379.771	D
Common Stock	08/31/2026		F		3,510	D	$51.65	32,869.771	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)