STOCK TITAN

H&R Block CAO granted 1,426 stock units

H&R Block’s chief accounting officer received new RSUs that vest over three years, with some shares withheld to cover exercise price or tax obligations.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

H&R BLOCK INC (HRB) reported that officer April M. Wasleski, VP & Chief Accounting Officer, received a grant of 1,426 restricted share units of Common Stock on August 31, 2026 under the H&R Block, Inc. 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, 413 shares of Common Stock were withheld at $51.65 per share as a disposition to cover payment of the exercise price or tax liability by delivering or withholding securities. No Rule 10b5-1 trading plan is reported for these transactions.

Positive

  • None.

Negative

  • None.
Insider Wasleski April M.
Role VP & Chief Acct Officer
Type Security Shares Price Value
Grant/Award Common Stock F1 1,426 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 413 $51.65 $21K
Holdings After Transaction: Common Stock — 6,117.056 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.
Restricted share units granted 1,426 units Grant of restricted share units on August 31, 2026
RSU vesting schedule 3 equal installments Restrictions lapse in three equal installments beginning on first anniversary of grant
Shares withheld for exercise price or tax liability 413 shares Shares delivered or withheld on August 31, 2026
Price per share for withheld shares $51.65 per share Shares delivered or withheld for payment of exercise price or tax liability
Exercise-price-or-tax-liability disposition transactions 1 transaction, 413 shares Summary of code F disposition activity in this Form 4
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.
exercise price or tax liability financial
"Payment of exercise price or tax liability by delivering or withholding securities"

FAQ

What equity award did H&R BLOCK INC (HRB) grant to April M. Wasleski?

April M. Wasleski received a grant of 1,426 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 RSUs for HRB’s chief accounting officer vest?

The 1,426 restricted share units granted to the chief accounting officer vest in three equal installments, beginning on the first anniversary of the August 31, 2026 grant date.

Were any H&R BLOCK INC (HRB) shares disposed of in this Form 4?

Yes. 413 shares of Common Stock were disposed of on August 31, 2026, delivered or withheld for payment of exercise price or tax liability at $51.65 per share.

Was a Rule 10b5-1 trading plan used for these HRB transactions?

No. The filing’s Rule 10b5-1 checkbox is not affirmed, indicating these transactions were not reported as being made under a Rule 10b5-1 trading plan.

What role does April M. Wasleski hold at H&R BLOCK INC (HRB)?

April M. Wasleski is reported as an officer of H&R BLOCK INC, serving as VP & Chief Accounting Officer in connection with this Form 4 filing.

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

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SEC Form 4
FORM 4UNITED 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*
Wasleski April M.

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
VP & Chief Acct 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)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock08/31/2026A1,426(1)A$0.00006,530.056D
Common Stock08/31/2026F413D$51.656,117.056D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 Attorney09/02/2026
** Signature of Reporting PersonDate
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)