H&R Block awards 6,099 RSUs to retail chief

H&R Block’s Chief Retail Officer received 6,099 RSUs and had 4,129 shares withheld to cover exercise price or tax obligations.

Rhea-AI Filing Summary

H&R Block, Inc. (HRB) reported that Chief Retail Officer Mark J. Darling received a grant of 6,099 restricted share units of common stock on August 31, 2026 under the company’s 2018 Long Term Incentive Plan, with restrictions lapsing in three equal installments beginning on the first anniversary of the grant date. On the same date, 4,129 shares of common stock were disposed of to satisfy exercise price or tax liability obligations, based on a price of $51.65 per share.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Darling Mark J.

Role Chief Retail Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	6,099	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	4,129	$51.65	$213K

Holdings After Transaction: Common Stock — 24,288.146 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: 6,099 shares RSU vesting schedule: 3 equal installments Shares withheld/disposed: 4,129 shares +2 more

5 metrics

RSUs granted 6,099 shares Restricted share units of common stock granted August 31, 2026

RSU vesting schedule 3 equal installments Restrictions lapse in three equal installments beginning on first anniversary of grant date

Shares withheld/disposed 4,129 shares Shares delivered or withheld August 31, 2026 for exercise price or tax liability

Disposition price $51.65 per share Price used for 4,129-share exercise price or tax liability transaction on August 31, 2026

Grant price $0.00 per share Reporting value for 6,099 restricted share units granted as equity compensation

Key Terms

Restricted share units, H&R Block, Inc. 2018 Long Term Incentive Plan, exercise price, tax liability

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.

H&R Block, Inc. 2018 Long Term Incentive Plan financial

"Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan."

exercise price financial

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

The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.

tax liability financial

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

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider equity award did H&R Block (HRB) report for Mark J. Darling?

H&R Block reported that Chief Retail Officer Mark J. Darling received a grant of 6,099 restricted share units of common stock on August 31, 2026 under the H&R Block, Inc. 2018 Long Term Incentive Plan.

How and when do Mark J. Darling’s new RSUs at HRB vest?

The 6,099 restricted share units granted to Mark J. Darling vest as restrictions lapse in three equal installments, beginning on the first anniversary of the August 31, 2026 grant date, with additional installments in subsequent years.

What share disposition did H&R Block (HRB) disclose for Mark J. Darling?

On August 31, 2026, 4,129 shares of H&R Block common stock were disposed of for $51.65 per share in a transaction reported as payment of exercise price or tax liability by delivering or withholding securities.

Were Mark J. Darling’s August 31, 2026 HRB transactions under a Rule 10b5-1 plan?

The filing indicates no Rule 10b5-1 trading plan; the document-level Rule 10b5-1 checkbox is marked negative, and no footnote states that the August 31, 2026 transactions were made pursuant to such a plan.

Is the 6,099-share equity grant to Mark J. Darling at HRB a cash transaction?

No. The 6,099-share grant is reported as restricted share units with a per-share price of $0.00, reflecting a compensation award rather than a purchase of shares for cash.

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

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Available on EDGAR 09/02/2026 - 04:23 PM EDT Accepted by SEC EDGAR 09/02/2026 - 04:22 PM EDT 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^*

Darling Mark J.

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Retail Officer

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		6,099(1)	A	$0.0000	28,417.146	D
Common Stock	08/31/2026		F		4,129	D	$51.65	24,288.146	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)