H&R Block (HRB) CEO reports minor 11-share tax-withholding transaction on common stock

Rhea-AI Filing Summary

H&R Block Inc. President & CEO Curtis A. Campbell reported a tax-withholding disposition of 11 shares of common stock on July 8, 2026 at $39.83 per share. This reflects shares delivered to cover tax obligations rather than an open-market sale. After this transaction, Campbell directly holds 42,987.261 shares of H&R Block common stock.

Insights

Equity compensation analyst

Routine tax withholding with minimal impact on ownership.

H&R Block’s President & CEO Curtis A. Campbell reported a Form 4 showing a tax-withholding disposition of 11 common shares at $39.83 per share on July 8, 2026. The transaction uses code F, meaning shares were delivered to satisfy tax obligations, not sold in the open market.

Following the transaction, Campbell directly holds 42,987.261 shares. The number of shares withheld for taxes is very small relative to this position, indicating a routine administrative event tied to equity compensation rather than a discretionary buy or sell decision.

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	11	$39.83	$438.13

Holdings After Transaction: Common Stock — 42,987.261 shares (Direct)

Footnotes (1)

Key Figures

Shares disposed (tax withholding): 11 shares Tax-withholding share price: $39.83 per share Post-transaction holdings: 42,987.261 shares +2 more

5 metrics

Shares disposed (tax withholding) 11 shares Common stock delivered to satisfy tax obligations on July 8, 2026

Tax-withholding share price $39.83 per share Valuation applied to the 11 shares used for tax withholding

Post-transaction holdings 42,987.261 shares Common shares directly held by Curtis A. Campbell after the transaction

Tax-withholding count 1 transaction Single tax-withholding disposition reported in transaction summary

Tax-withholding shares total 11 shares Total shares classified as tax withholding in transaction summary

Key Terms

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

3 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition" for the F-coded transaction"

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.

Payment of exercise price or tax liability by delivering securities financial

"transaction_code_description: "Payment of exercise price or tax liability by delivering securities""

Form 4 regulatory

"INSIDER FILING DATA (Form 4): description of the insider transaction"

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.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/10/2026 - 04:32 PM Accepted by SEC EDGAR 07/10/2026 - 04:32 PM Learn about SEC filing dates

FAQ

What insider transaction did H&R Block (HRB) CEO Curtis Campbell report?

Curtis A. Campbell reported a tax-withholding disposition of 11 H&R Block common shares, delivered to cover tax obligations rather than sold in an open-market transaction.

At what price were the H&R Block (HRB) shares used for tax withholding valued?

The 11 H&R Block shares used for the tax-withholding disposition were valued at $39.83 per share, reflecting the price applied when delivering shares to satisfy tax obligations.

How many H&R Block (HRB) shares does CEO Curtis Campbell hold after this Form 4 transaction?

After the reported tax-withholding disposition, Curtis A. Campbell directly holds 42,987.261 shares of H&R Block common stock, according to the post-transaction ownership figure disclosed.

Was the H&R Block (HRB) CEO’s Form 4 transaction a market sale or a tax withholding?

The Form 4 reports a tax-withholding disposition (code F), meaning shares were delivered to pay tax liabilities, not sold through an open-market sale of H&R Block stock.

Does the H&R Block (HRB) Form 4 indicate any option exercises by the CEO?

The summarized data show no derivative exercises in this Form 4, only a tax-withholding disposition of 11 common shares, with exercise-related share counts reported as zero.

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)
07/08/2026

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	07/08/2026		F		11	D	$39.83	42,987.261	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	07/10/2026
	** 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)