STOCK TITAN

[Form 4] H&R Block, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Manuel Scott, listed with an H&R Block address, reported changes in beneficial ownership on Form 4. On 08/31/2025 the report shows two acquisitions of Common Stock: 10,428 shares and 5,214 shares at a reported price of $0.0000, increasing beneficial ownership to 24,692.551 shares. The filing also reports a disposition of 1,307 shares on the same date at $50.35, leaving 23,385.551 shares beneficially owned after the transactions.

An explanatory note states these acquired shares are restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, with restrictions that lapse in three equal installments beginning on the first anniversary of the grant date. The filer is identified as an officer with title shown as Chief Strategy & Operations Of.

Manuel Scott, con un indirizzo H&R Block, ha segnalato variazioni nella titolarità effettiva tramite il Modulo 4. In data 31/08/2025 il documento indica due acquisizioni di azioni ordinarie: 10.428 azioni e 5.214 azioni a un prezzo riportato di $0.0000, portando la partecipazione effettiva a 24.692,551 azioni. La relazione segnala inoltre una disposizione di 1.307 azioni nella stessa data a $50.35, lasciando 23.385,551 azioni detenute effettivamente dopo le operazioni.

Una nota esplicativa specifica che le azioni acquisite sono restricted share units assegnate ai sensi del H&R Block, Inc. 2018 Long Term Incentive Plan, con restrizioni che si estinguono in tre rate uguali a partire dal primo anniversario della data di assegnazione. Il dichiarante è identificato come dirigente con il titolo indicato come Chief Strategy & Operations Of.

Manuel Scott, registrado con una dirección de H&R Block, informó cambios en la propiedad beneficiaria en el Formulario 4. El 31/08/2025 el informe muestra dos adquisiciones de acciones ordinarias: 10.428 acciones y 5.214 acciones a un precio reportado de $0.0000, aumentando la propiedad beneficiaria a 24.692,551 acciones. La presentación también informa una disposición de 1.307 acciones en la misma fecha a $50.35, quedando 23.385,551 acciones en propiedad beneficiaria tras las transacciones.

Una nota aclaratoria indica que las acciones adquiridas son restricted share units otorgadas bajo el H&R Block, Inc. 2018 Long Term Incentive Plan, con restricciones que vencen en tres pagos iguales a partir del primer aniversario de la fecha de concesión. El declarante se identifica como un ejecutivo con el título mostrado como Chief Strategy & Operations Of.

Manuel Scott(H&R Block 주소 기재)가 Form 4로 실소유 지분 변동을 보고했습니다. 2025-08-31 보고서에는 보통주 두 건의 취득이 기재되어 있습니다: 보고가액 $0.000010,428주 및 5,214주를 취득하여 실소유 지분이 24,692.551주로 증가했습니다. 같은 날짜에 $50.351,307주를 처분한 기록도 있어, 거래 후 실소유 주식은 23,385.551주로 남습니다.

설명 노트에는 취득된 주식이 H&R Block, Inc. 2018 Long Term Incentive Plan에 따라 부여된 restricted share units이며, 제한은 부여일의 첫 번째 기념일부터 세 번의 동일 분할로 해제된다고 적혀 있습니다. 신고인은 직책이 Chief Strategy & Operations Of.로 표시된 임원으로 식별됩니다.

Manuel Scott, indiqué avec une adresse H&R Block, a déclaré des changements de propriété bénéficiaire sur le Formulaire 4. Le 31/08/2025, le rapport montre deux acquisitions d'actions ordinaires : 10 428 actions et 5 214 actions à un prix déclaré de $0.0000, portant la détention bénéficiaire à 24 692.551 actions. Le dépôt signale également une cession de 1 307 actions à la même date au prix de $50.35, laissant 23 385.551 actions détenues bénéficiairement après les opérations.

Une note explicative indique que les actions acquises sont des restricted share units attribuées en vertu du H&R Block, Inc. 2018 Long Term Incentive Plan, avec des restrictions qui tombent en trois versements égaux à partir du premier anniversaire de la date d'attribution. Le déclarant est identifié comme un dirigeant portant le titre affiché Chief Strategy & Operations Of.

Manuel Scott, mit einer H&R Block-Adresse aufgeführt, meldete Änderungen des wirtschaftlichen Eigentums in Formular 4. Am 31.08.2025 zeigt die Meldung zwei Erwerbe von Stammaktien: 10.428 und 5.214 Aktien zu einem angegebenen Preis von $0.0000, wodurch das wirtschaftliche Eigentum auf 24.692,551 Aktien anstieg. Die Einreichung berichtet zudem über eine Veräußerung von 1.307 Aktien am selben Datum zu $50.35, sodass nach den Transaktionen 23.385,551 Aktien wirtschaftlich gehalten werden.

Eine erläuternde Anmerkung besagt, dass die erworbenen Aktien restricted share units sind, die im Rahmen des H&R Block, Inc. 2018 Long Term Incentive Plan gewährt wurden, wobei die Beschränkungen in drei gleichen Raten beginnen am ersten Jahrestag des Gewährungsdatums entfallen. Der Melder wird als leitender Angestellter mit dem angezeigten Titel Chief Strategy & Operations Of. angegeben.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine officer compensation in the form of restricted share units and a small sale were reported; this appears non-material to company financials.

The filing documents two awards totaling 15,642 restricted share units granted at a stated price of $0.0000, and a reported disposition of 1,307 shares at $50.35. The RSUs vest in three equal installments beginning one year from grant, indicating time-based compensation rather than immediate transfer of voting stock. The transactions are consistent with executive equity compensation practices and do not, by themselves, disclose changes to company operations, revenue, or capital structure.

TL;DR: Disclosure shows standard equity-based compensation with clear vesting; the filing satisfies Section 16 reporting requirements.

The Form 4 identifies the reporting person as an officer and discloses restricted share unit grants under the 2018 Long Term Incentive Plan with specified vesting schedule. The simultaneous small disposition of 1,307 shares at $50.35 is recorded. The filing includes a power-of-attorney signature, indicating proper execution. No governance issues or unusual related-party transactions are stated in the document.

Manuel Scott, con un indirizzo H&R Block, ha segnalato variazioni nella titolarità effettiva tramite il Modulo 4. In data 31/08/2025 il documento indica due acquisizioni di azioni ordinarie: 10.428 azioni e 5.214 azioni a un prezzo riportato di $0.0000, portando la partecipazione effettiva a 24.692,551 azioni. La relazione segnala inoltre una disposizione di 1.307 azioni nella stessa data a $50.35, lasciando 23.385,551 azioni detenute effettivamente dopo le operazioni.

Una nota esplicativa specifica che le azioni acquisite sono restricted share units assegnate ai sensi del H&R Block, Inc. 2018 Long Term Incentive Plan, con restrizioni che si estinguono in tre rate uguali a partire dal primo anniversario della data di assegnazione. Il dichiarante è identificato come dirigente con il titolo indicato come Chief Strategy & Operations Of.

Manuel Scott, registrado con una dirección de H&R Block, informó cambios en la propiedad beneficiaria en el Formulario 4. El 31/08/2025 el informe muestra dos adquisiciones de acciones ordinarias: 10.428 acciones y 5.214 acciones a un precio reportado de $0.0000, aumentando la propiedad beneficiaria a 24.692,551 acciones. La presentación también informa una disposición de 1.307 acciones en la misma fecha a $50.35, quedando 23.385,551 acciones en propiedad beneficiaria tras las transacciones.

Una nota aclaratoria indica que las acciones adquiridas son restricted share units otorgadas bajo el H&R Block, Inc. 2018 Long Term Incentive Plan, con restricciones que vencen en tres pagos iguales a partir del primer aniversario de la fecha de concesión. El declarante se identifica como un ejecutivo con el título mostrado como Chief Strategy & Operations Of.

Manuel Scott(H&R Block 주소 기재)가 Form 4로 실소유 지분 변동을 보고했습니다. 2025-08-31 보고서에는 보통주 두 건의 취득이 기재되어 있습니다: 보고가액 $0.000010,428주 및 5,214주를 취득하여 실소유 지분이 24,692.551주로 증가했습니다. 같은 날짜에 $50.351,307주를 처분한 기록도 있어, 거래 후 실소유 주식은 23,385.551주로 남습니다.

설명 노트에는 취득된 주식이 H&R Block, Inc. 2018 Long Term Incentive Plan에 따라 부여된 restricted share units이며, 제한은 부여일의 첫 번째 기념일부터 세 번의 동일 분할로 해제된다고 적혀 있습니다. 신고인은 직책이 Chief Strategy & Operations Of.로 표시된 임원으로 식별됩니다.

Manuel Scott, indiqué avec une adresse H&R Block, a déclaré des changements de propriété bénéficiaire sur le Formulaire 4. Le 31/08/2025, le rapport montre deux acquisitions d'actions ordinaires : 10 428 actions et 5 214 actions à un prix déclaré de $0.0000, portant la détention bénéficiaire à 24 692.551 actions. Le dépôt signale également une cession de 1 307 actions à la même date au prix de $50.35, laissant 23 385.551 actions détenues bénéficiairement après les opérations.

Une note explicative indique que les actions acquises sont des restricted share units attribuées en vertu du H&R Block, Inc. 2018 Long Term Incentive Plan, avec des restrictions qui tombent en trois versements égaux à partir du premier anniversaire de la date d'attribution. Le déclarant est identifié comme un dirigeant portant le titre affiché Chief Strategy & Operations Of.

Manuel Scott, mit einer H&R Block-Adresse aufgeführt, meldete Änderungen des wirtschaftlichen Eigentums in Formular 4. Am 31.08.2025 zeigt die Meldung zwei Erwerbe von Stammaktien: 10.428 und 5.214 Aktien zu einem angegebenen Preis von $0.0000, wodurch das wirtschaftliche Eigentum auf 24.692,551 Aktien anstieg. Die Einreichung berichtet zudem über eine Veräußerung von 1.307 Aktien am selben Datum zu $50.35, sodass nach den Transaktionen 23.385,551 Aktien wirtschaftlich gehalten werden.

Eine erläuternde Anmerkung besagt, dass die erworbenen Aktien restricted share units sind, die im Rahmen des H&R Block, Inc. 2018 Long Term Incentive Plan gewährt wurden, wobei die Beschränkungen in drei gleichen Raten beginnen am ersten Jahrestag des Gewährungsdatums entfallen. Der Melder wird als leitender Angestellter mit dem angezeigten Titel Chief Strategy & Operations Of. angegeben.

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 MO 64105

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
08/31/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 08/31/2025 A 10,428(1) A $0.0000 19,478.551 D
Common Stock 08/31/2025 A 5,214(1) A $0.0000 24,692.551 D
Common Stock 08/31/2025 F 1,307 D $50.35 23,385.551 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 09/03/2025
** 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.

FAQ

What transactions did HRB insider Manuel Scott report on Form 4?

The Form 4 reports acquisitions of 10,428 and 5,214 Common Stock (RSUs) at $0.0000 and a disposition of 1,307 shares at $50.35, all dated 08/31/2025.

Are the acquired shares restricted or immediately vested?

The filing states the acquired shares are restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan with restrictions lapsing in three equal installments beginning on the first anniversary of the grant date.

What is Manuel Scott’s role at H&R Block as reported on the Form 4?

The Form 4 lists Manuel Scott as an officer with title shown as Chief Strategy & Operations Of.

What beneficial ownership totals are shown after the reported transactions?

Following the reported acquisitions the filing shows 24,692.551 shares beneficially owned, and after the disposition the filing shows 23,385.551 shares beneficially owned.

When was the Form 4 signed and who signed it?

The signature block shows Katharine M. Haynes, per Power of Attorney with a date of 09/03/2025.
Block (H.&R.), Inc.

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