H&R Block (HRB) Chief Retail Officer gains 4,429 vested performance shares

Rhea-AI Filing Summary

Darling Mark J. reported acquisition or exercise transactions in this Form 4 filing.

H&R Block Inc Chief Retail Officer Mark J. Darling reported an award of 4,429 shares of Common Stock on August 12, 2026. The shares vested from previously granted performance share units after the Compensation Committee determined that performance criteria were satisfied and remain subject to Darling’s continued service through August 31, 2026. Following this award, his directly held position increased to 22,318.146 shares of Common Stock.

Insider Trade Summary

Net Buyer: 4,429 shares

Net Buy 1 txn

Insider Darling Mark J.

Role Chief Retail Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	4,429	$0.00	$0.00

Holdings After Transaction: Common Stock — 22,318.146 shares (Direct)

Footnotes (1)

1. F1. 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, 2026.

Key Figures

Shares acquired: 4,429 shares of Common Stock Price per share: $0.0000 per share Shares held after: 22,318.146 shares +1 more

4 metrics

Shares acquired 4,429 shares of Common Stock Grant/award acquisition on August 12, 2026 from vested performance share units

Price per share $0.0000 per share Reported transaction price for the award of 4,429 shares

Shares held after 22,318.146 shares Directly held Common Stock following the August 12, 2026 transaction

Service condition end date August 31, 2026 Award remains subject to the executive’s continued service through this date

Key Terms

performance share units, vesting, continued service

3 terms

performance share units financial

"underlying previously awarded performance share units upon determination by the Compensation"

Performance share units are a type of company stock award given to employees that depend on the company meeting specific goals or targets. If these goals are achieved, the employee receives shares or the value of shares; if not, they may receive little or no compensation. This aligns employees’ interests with the company's success and encourages performance that benefits investors.

vesting financial

"Vesting of Common Stock underlying previously awarded performance share units"

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

continued service financial

"which remain subject to the executive's continued service through August 31, 2026"

FAQ

What did H&R Block (HRB) executive Mark J. Darling report in this Form 4?

Mark J. Darling reported the acquisition of 4,429 shares of H&R Block Common Stock. These shares vested from previously awarded performance share units after performance criteria were confirmed by the Compensation Committee.

How many H&R Block (HRB) shares does Mark J. Darling hold after this transaction?

After the reported award, Mark J. Darling directly holds 22,318.146 shares of H&R Block Common Stock. This figure reflects his ownership immediately following the August 12, 2026 vesting transaction.

What is the nature of the 4,429 H&R Block (HRB) shares acquired by Mark J. Darling?

The 4,429 shares represent Common Stock underlying previously awarded performance share units. They vested when the Compensation Committee determined that required performance criteria for the awards had been satisfied.

Are Mark J. Darling’s new H&R Block (HRB) shares fully vested and unrestricted?

The shares vested based on performance, but remain subject to continued service by Mark J. Darling through August 31, 2026, as a condition tied to the original performance share unit awards.

Did Mark J. Darling buy H&R Block (HRB) shares on the market in this Form 4?

No, the Form 4 reports a grant/award acquisition, not an open-market purchase. The 4,429 shares came from vesting of existing performance share units at a reported price of $0.0000 per share.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/14/2026 - 04:19 PM Accepted by SEC EDGAR 08/14/2026 - 04:13 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^*

Darling Mark J.

(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 Retail Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/12/2026

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	08/12/2026		A(1)		4,429	A	$0.0000	22,318.146	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, 2026.

	Katharine M. Haynes, per Power of Attorney	08/14/2026
	** 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)