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H&R Block (HRB) Form 4 — RSU Awards of 15,642 Shares; 1,307-Share Sale

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.

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.

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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