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[Form 4] H&R BLOCK INC Insider Trading Activity

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

H&R Block (HRB) reported a director equity grant. Director Victoria J. Reich acquired 3,927 director restricted share units (DRSUs) on 11/05/2025 at a stated price of $0.0000 per unit under the company’s 2018 Long Term Incentive Plan.

Following the award, she reported beneficial ownership of 116,362.364 shares held directly and 4,484 shares held indirectly through the Victoria J. Reich Trust. The DRSUs fully vest on the first anniversary of the grant date, conditioned on continued board service as of that vesting date. Each director may elect to receive the underlying common shares upon vesting or defer receipt until the six-month anniversary of termination of board service.

Positive
  • None.
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  • None.
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*
REICH VICTORIA

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
11/05/2025
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 11/05/2025 A 3,927(1) A $0.0000 116,362.364 D
Common Stock 4,484 I By Victoria J. Reich Trust
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. Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.
Katharine M. Haynes, per Power of Attorney 11/07/2025
** 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 did H&R Block (HRB) disclose in this Form 4?

A director, Victoria J. Reich, acquired 3,927 DRSUs on 11/05/2025 at a stated price of $0.0000 under the 2018 LTIP.

How many H&R Block shares does the director report owning after the transaction?

Reported holdings are 116,362.364 shares directly and 4,484 shares indirectly via the Victoria J. Reich Trust.

When do the DRSUs granted to the H&R Block director vest?

The DRSUs fully vest on the first anniversary of the grant date, subject to continued service.

Can the director defer settlement of the DRSUs into H&R Block common stock?

Yes. Directors can elect to receive the shares upon vesting or defer until the six-month anniversary of termination of board service.

What is the transaction price for the DRSUs reported by HRB?

The filing lists a price of $0.0000 per unit for the DRSU grant.

What is the relationship of the reporting person to H&R Block (HRB)?

The reporting person is a Director of H&R Block, Inc.
Block (H.&R.), Inc.

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