H&R Block CEO granted 49,129 restricted units

HRB’s President & CEO received a new RSU grant that vests over three years, with separate shares withheld or delivered to cover exercise price or tax obligations.

Rhea-AI Filing Summary

H&R Block Inc. (HRB) reported that President & CEO Campbell Curtis A received an equity award. On August 31, 2026, he was granted 49,129 restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan, which vest in three equal annual installments beginning on the first anniversary of the grant date. On the same date, 2,833 common shares were delivered or withheld at $51.65 per share for payment of exercise price or tax liability, with all transactions reported as directly owned and no Rule 10b5-1 trading plan indicated.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Campbell Curtis A

Role President & CEO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	49,129	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	2,833	$51.65	$146K

Holdings After Transaction: Common Stock — 89,283.261 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

RSUs granted: 49,129 shares RSU vesting schedule: 3 equal installments Shares delivered or withheld: 2,833 shares +1 more

4 metrics

RSUs granted 49,129 shares Restricted share units granted 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 August 31, 2026 grant date

Shares delivered or withheld 2,833 shares Common shares delivered or withheld on August 31, 2026 for payment of exercise price or tax liability

Delivery/withholding price $51.65 per share Price applied to 2,833 common shares delivered or withheld on August 31, 2026

Key Terms

Restricted share units, Long Term Incentive Plan, Payment of exercise price or tax liability, Rule 10b5-1

4 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.

Payment of exercise price or tax liability financial

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

Rule 10b5-1 regulatory

"No Rule 10b5-1 trading plan indicated for these transactions"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

What equity award did HRB grant to its President & CEO on August 31, 2026?

H&R Block granted Campbell Curtis A 49,129 restricted share units on August 31, 2026 under the H&R Block, Inc. 2018 Long Term Incentive Plan.

How do the new RSUs for HRB’s President & CEO vest?

The 49,129 restricted share units granted to HRB’s President & CEO vest in three equal installments, starting on the first anniversary of the August 31, 2026 grant date.

What Form 4 disposition did HRB’s President & CEO report on August 31, 2026?

He reported a disposition of 2,833 common shares on August 31, 2026, at $51.65 per share, delivered or withheld for payment of exercise price or tax liability.

Were the August 31, 2026 HRB transactions under a Rule 10b5-1 plan?

No. The filing’s Rule 10b5-1 checkbox is not affirmed, and no footnote states that the August 31, 2026 transactions were made under a Rule 10b5-1 trading plan.

What type of security was involved in the HRB Form 4 for August 31, 2026?

All transactions reported for August 31, 2026 involved HRB Common Stock, including the grant of restricted share units and the disposition of shares for exercise price or tax liability.

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

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

Campbell Curtis A

(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)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President & CEO

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		49,129(1)	A	$0.0000	92,116.261	D
Common Stock	08/31/2026		F		2,833	D	$51.65	89,283.261	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)