H&R Block (NYSE: HRB) CEO uses 1,016 shares for tax withholding

Rhea-AI Filing Summary

H&R Block President & CEO Curtis A. Campbell reported a small, routine share disposition related to taxes. On June 3, 2026, 1,016 shares of H&R Block common stock were used to satisfy tax obligations at a value of $37.96 per share. This was classified as a tax-withholding disposition rather than an open-market sale. After this transaction, Campbell directly held about 42,558.282 shares of H&R Block common stock.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Campbell Curtis A

Role President & CEO

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	1,016	$37.96	$39K

Holdings After Transaction: Common Stock — 42,558.282 shares (Direct, null)

Footnotes (1)

Key Figures

Tax-withholding shares: 1,016 shares Price per share: $37.96 per share Shares held after transaction: 42,558.282 shares +2 more

5 metrics

Tax-withholding shares 1,016 shares Common Stock used for tax-withholding disposition on June 3, 2026

Price per share $37.96 per share Value applied to shares in tax-withholding disposition

Shares held after transaction 42,558.282 shares Directly owned H&R Block common stock following the Form 4 transaction

Tax-withholding transactions 1 transaction Count of tax-withholding dispositions in this Form 4

Tax-withholding total shares 1,016 shares Total shares used for tax obligations per transaction summary

Key Terms

tax-withholding disposition, Common Stock, Form 4, Payment of exercise price or tax liability by delivering securities

4 terms

tax-withholding disposition financial

"classified as a tax-withholding disposition rather than an open-market sale"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Common Stock financial

"1,016 shares of H&R Block common stock were used to satisfy tax obligations"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Form 4 regulatory

"Curtis Campbell reported a tax-related share disposition in this Form 4"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

Payment of exercise price or tax liability by delivering securities regulatory

"transaction code description notes payment of exercise price or tax liability by delivering securities"

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Form 4 Insider Transactions: What Each Field Means →

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)
06/03/2026

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	06/03/2026		F		1,016	D	$37.96	42,558.282	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:

	Katharine M. Haynes, per Power of Attorney	06/05/2026
	** 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)

FAQ

What did H&R Block (HRB) CEO Curtis Campbell report in this Form 4?

Curtis Campbell reported a tax-related share disposition. On June 3, 2026, 1,016 H&R Block common shares were used to cover tax obligations, rather than sold on the open market, as part of a routine tax-withholding transaction.

How many H&R Block (HRB) shares were involved in the CEO’s tax withholding?

1,016 common shares were used for tax withholding. These shares were valued at $37.96 each and were delivered to satisfy tax liabilities, according to the Form 4, instead of being disposed of through an open-market sale.

How many H&R Block (HRB) shares does Curtis Campbell hold after this transaction?

After the transaction, Campbell directly holds about 42,558.282 shares. The Form 4 states this post-transaction balance, showing that the tax-withholding disposition affected only a small portion of his overall common stock holdings.

Was the H&R Block (HRB) CEO’s Form 4 transaction a market sale of shares?

No, the transaction was not an open-market sale. The filing classifies it as a tax-withholding disposition, meaning shares were delivered to pay tax liabilities, rather than being sold to investors on the open market.

What price per share was used in the H&R Block (HRB) CEO’s tax-withholding transaction?

The tax-withholding disposition used a price of $37.96 per share. The Form 4 specifies this value for the 1,016 H&R Block common shares delivered to satisfy tax obligations on June 3, 2026.