H&R Block insider files Form 4 showing RSU grant and $50.35 share sale

Rhea-AI Filing Summary

Insider transactions by Kellie J. Logerwell at H&R Block (HRB): The report shows two transactions on 08/31/2025. Ms. Logerwell, identified as Vice President & Chief Accounting Officer, was granted 2,086 restricted share units under the company's 2018 Long Term Incentive Plan at a price of $0.00; after that grant she beneficially owned 25,073.468 shares. The filing also records a disposition coded F of 2,947 common shares sold at $50.35, leaving her with 22,126.468 shares following the sale. The restricted share units vest in three equal installments beginning on the first anniversary of the grant date. The form is signed on behalf of the reporting person by Katharine M. Haynes per power of attorney on 09/03/2025.

Positive

• Compensation alignment: Grant of 2,086 restricted share units vests over three years, aligning executive incentives with long-term shareholder value
• Timely disclosure: Form 4 filed reporting both grant and sale, with signature executed via power of attorney

Negative

• Share reduction: Disposition of 2,947 shares at $50.35 reduced direct holdings from 25,073.468 to 22,126.468
• Potential dilution: New RSUs will increase share count when they vest, representing future dilution (amount disclosed: 2,086 RSUs)

Insights

Securities Analyst

TL;DR: Insider received restricted share units and sold a separate block of shares at $50.35, modestly reducing direct holdings.

The report records a non-derivative grant of 2,086 restricted share units (RSUs) awarded under HRB's 2018 Long Term Incentive Plan with an effective grant price of $0.00, indicating these are compensation RSUs rather than purchases. The RSUs vest in three equal installments beginning one year after grant, which creates a schedule of future equity dilution tied to continued service. Separately, the filing shows a disposition of 2,947 common shares at $50.35, decreasing the reporting person’s direct holdings from 25,073.468 to 22,126.468 shares. These are routine Section 16 transactions that disclose compensation and an executed sale; the filing does not state proceeds retained, reasons for sale, or any derivative activity beyond the RSU grant.

Corporate Governance Expert

TL;DR: Transaction mix of RSU grant and contemporaneous sale is typical for executive compensation and portfolio management.

The document shows an executive-level officer receiving time-based restricted share units while also recording a separate sale of common stock. The RSU grant contains standard vesting language—three equal installments beginning on the first anniversary—consistent with retention incentives. The filing is complete for the reported transactions and executed under power of attorney, which is common practice for timely Section 16 compliance. No indications of option exercises, derivative hedging, or Rule 10b5-1 plan reliance are disclosed in this Form 4.

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
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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^*

Logerwell Kellie J

(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)
	VP & Chief Acct Officer

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		2,086(1)	A	$0.0000	25,073.468	D
Common Stock	08/31/2025		F		2,947	D	$50.35	22,126.468	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.
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FAQ

What did the Form 4 filed for HRB disclose about Kellie J. Logerwell?

The Form 4 shows a grant of 2,086 restricted share units and a sale of 2,947 common shares at $50.35, leaving 22,126.468 shares beneficially owned.

What are the vesting terms for the restricted share units (RSUs)?

The RSUs vest in three equal installments beginning on the first anniversary of the grant date under the H&R Block, Inc. 2018 Long Term Incentive Plan.

What was the acquisition price for the RSUs reported on the Form 4?

The RSUs were reported with a price of $0.00, indicating they were granted as compensation rather than purchased.

How many shares did Logerwell beneficially own after the transactions?

After the reported transactions on 08/31/2025, she beneficially owned 25,073.468 shares following the grant and 22,126.468 shares after the sale.

Who signed the Form 4 and when was it signed?

The filing was signed on behalf of the reporting person by Katharine M. Haynes via power of attorney on 09/03/2025.