STOCK TITAN

[Form 4] H&R Block, Inc. Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Reporting person: Dara S. Redler, Chief Legal & Administrative Officer of H&R Block, Inc. (HRB). The Form 4 reports transactions dated 08/31/2025. The filing shows two acquisitions of Common Stock recorded as restricted share units: 9,385 units and 3,476 units, each reported with a $0.00 price and treated as acquisitions under the company plan. The filing also reports a disposition of 10,555 Common Stock shares at a price of $50.35. Share totals after each reported transaction are shown as 48,963.75, 52,439.75, and 41,884.75, respectively. The restricted share units are described as granted under the H&R Block, Inc. 2018 Long Term Incentive Plan with restrictions that lapse in three equal installments beginning on the first anniversary of the grant date. The form is signed 09/03/2025 by Katharine M. Haynes per power of attorney.

Persona che segnala: Dara S. Redler, Chief Legal & Administrative Officer di H&R Block, Inc. (HRB). Il Form 4 riporta operazioni datate 31/08/2025. La segnalazione indica due acquisizioni di azioni ordinarie registrate come restricted share units: 9.385 unità e 3.476 unità, ciascuna riportata con prezzo di $0,00 e trattata come acquisizione nell'ambito del piano aziendale. La comunicazione riporta inoltre una cessione di 10.555 azioni ordinarie al prezzo di $50,35. I totali delle azioni dopo ciascuna operazione sono indicati rispettivamente come 48.963,75, 52.439,75 e 41.884,75. Le restricted share units sono descritte come concesse ai sensi del H&R Block, Inc. 2018 Long Term Incentive Plan con vincoli che decadono in tre rate uguali a partire dal primo anniversario della data di attribuzione. Il modulo è firmato il 03/09/2025 da Katharine M. Haynes per procura.

Persona informante: Dara S. Redler, Chief Legal & Administrative Officer de H&R Block, Inc. (HRB). El Form 4 informa transacciones con fecha 31/08/2025. La presentación muestra dos adquisiciones de acciones ordinarias registradas como restricted share units: 9.385 unidades y 3.476 unidades, cada una reportada con un precio de $0.00 y tratada como adquisición bajo el plan de la compañía. También se informa una disposición de 10.555 acciones ordinarias a un precio de $50.35. Los totales de acciones tras cada transacción aparecen como 48.963,75, 52.439,75 y 41.884,75, respectivamente. Las restricted share units se describen como otorgadas en virtud del H&R Block, Inc. 2018 Long Term Incentive Plan con restricciones que vencen en tres cuotas iguales a partir del primer aniversario de la fecha de concesión. El formulario está firmado el 03/09/2025 por Katharine M. Haynes por poder.

보고인: Dara S. Redler, H&R Block, Inc. (HRB) 최고법무·행정책임자(Chief Legal & Administrative Officer). Form 4에는 2025-08-31자 거래가 보고되어 있습니다. 제출서에는 restricted share units로 기록된 두 건의 보통주 취득: 각각 9,385 단위 및 3,476 단위가 가격 $0.00으로 보고되어 회사 계획에 따른 취득으로 처리되었습니다. 제출서에는 또한 10,555 보통주 처분이 주당 $50.35에 보고되어 있습니다. 각 거래 후 주식 총수는 각각 48,963.75, 52,439.75, 41,884.75로 표기되어 있습니다. restricted share units는 H&R Block, Inc. 2018 Long Term Incentive Plan에 따라 부여되었으며, 제약은 부여일의 첫 기념일부터 시작해 세 번에 걸쳐 동일하게 해제된다고 설명되어 있습니다. 서식은 2025-09-03 날짜로 Katharine M. Haynes가 위임장을 통해 서명했습니다.

Personne déclarante : Dara S. Redler, Chief Legal & Administrative Officer de H&R Block, Inc. (HRB). Le Formulaire 4 signale des opérations datées du 31/08/2025. Le dépôt indique deux acquisitions d'actions ordinaires comptabilisées comme restricted share units : 9 385 unités et 3 476 unités, chacune déclarée avec un prix de 0,00 $ et considérée comme une acquisition dans le cadre du plan de la société. Le dépôt signale également une cession de 10 555 actions ordinaires au prix de 50,35 $. Les totaux d'actions après chaque opération sont indiqués respectivement 48 963,75, 52 439,75 et 41 884,75. Les restricted share units sont décrites comme attribuées en vertu du H&R Block, Inc. 2018 Long Term Incentive Plan, avec des restrictions qui sont levées en trois versements égaux à partir du premier anniversaire de la date d'attribution. Le formulaire est signé le 03/09/2025 par Katharine M. Haynes en vertu d'une procuration.

Meldende Person: Dara S. Redler, Chief Legal & Administrative Officer von H&R Block, Inc. (HRB). Das Formular 4 meldet Transaktionen vom 31.08.2025. Die Einreichung weist zwei Erwerbe von Stammaktien aus, die als restricted share units verbucht sind: 9.385 Einheiten und 3.476 Einheiten, jeweils mit einem Preis von $0,00 angegeben und als Erwerb im Rahmen des Unternehmensplans behandelt. Weiterhin wird eine Veräußerung von 10.555 Stammaktien zu einem Preis von $50,35 gemeldet. Die Aktienbestände nach den einzelnen Meldungen werden jeweils mit 48.963,75, 52.439,75 und 41.884,75 angegeben. Die restricted share units werden als Gewährung unter dem H&R Block, Inc. 2018 Long Term Incentive Plan beschrieben, mit Einschränkungen, die in drei gleichen Tranchen ab dem ersten Jahrestag des Gewährungsdatums wegfallen. Das Formular ist am 03.09.2025 von Katharine M. Haynes per Vollmacht unterzeichnet.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Insider recorded RSU grants and a sale of shares; grants vest in three equal annual installments under the 2018 LTIP.

The reported activity shows the Chief Legal & Administrative Officer receiving restricted share units (9,385 and 3,476 units) documented at $0.00 and a contemporaneous disposition of 10,555 shares at $50.35. The filing lists the evolving beneficial ownership totals after each transaction, and explicitly states the RSUs are subject to three equal vesting installments beginning one year after grant. All details presented are transaction-level disclosures required by Section 16 filings.

TL;DR: Filing documents standard executive equity compensation and an executed sale; vesting schedule is specified.

The Form 4 provides a clear record of equity-based compensation under the H&R Block 2018 Long Term Incentive Plan and a separate disposition. It identifies the reporting person’s role and shows precise share counts and transaction prices where applicable. The document includes the required explanatory note about RSU vesting and a signed power of attorney submission date, meeting typical disclosure and governance requirements for insider transactions.

Persona che segnala: Dara S. Redler, Chief Legal & Administrative Officer di H&R Block, Inc. (HRB). Il Form 4 riporta operazioni datate 31/08/2025. La segnalazione indica due acquisizioni di azioni ordinarie registrate come restricted share units: 9.385 unità e 3.476 unità, ciascuna riportata con prezzo di $0,00 e trattata come acquisizione nell'ambito del piano aziendale. La comunicazione riporta inoltre una cessione di 10.555 azioni ordinarie al prezzo di $50,35. I totali delle azioni dopo ciascuna operazione sono indicati rispettivamente come 48.963,75, 52.439,75 e 41.884,75. Le restricted share units sono descritte come concesse ai sensi del H&R Block, Inc. 2018 Long Term Incentive Plan con vincoli che decadono in tre rate uguali a partire dal primo anniversario della data di attribuzione. Il modulo è firmato il 03/09/2025 da Katharine M. Haynes per procura.

Persona informante: Dara S. Redler, Chief Legal & Administrative Officer de H&R Block, Inc. (HRB). El Form 4 informa transacciones con fecha 31/08/2025. La presentación muestra dos adquisiciones de acciones ordinarias registradas como restricted share units: 9.385 unidades y 3.476 unidades, cada una reportada con un precio de $0.00 y tratada como adquisición bajo el plan de la compañía. También se informa una disposición de 10.555 acciones ordinarias a un precio de $50.35. Los totales de acciones tras cada transacción aparecen como 48.963,75, 52.439,75 y 41.884,75, respectivamente. Las restricted share units se describen como otorgadas en virtud del H&R Block, Inc. 2018 Long Term Incentive Plan con restricciones que vencen en tres cuotas iguales a partir del primer aniversario de la fecha de concesión. El formulario está firmado el 03/09/2025 por Katharine M. Haynes por poder.

보고인: Dara S. Redler, H&R Block, Inc. (HRB) 최고법무·행정책임자(Chief Legal & Administrative Officer). Form 4에는 2025-08-31자 거래가 보고되어 있습니다. 제출서에는 restricted share units로 기록된 두 건의 보통주 취득: 각각 9,385 단위 및 3,476 단위가 가격 $0.00으로 보고되어 회사 계획에 따른 취득으로 처리되었습니다. 제출서에는 또한 10,555 보통주 처분이 주당 $50.35에 보고되어 있습니다. 각 거래 후 주식 총수는 각각 48,963.75, 52,439.75, 41,884.75로 표기되어 있습니다. restricted share units는 H&R Block, Inc. 2018 Long Term Incentive Plan에 따라 부여되었으며, 제약은 부여일의 첫 기념일부터 시작해 세 번에 걸쳐 동일하게 해제된다고 설명되어 있습니다. 서식은 2025-09-03 날짜로 Katharine M. Haynes가 위임장을 통해 서명했습니다.

Personne déclarante : Dara S. Redler, Chief Legal & Administrative Officer de H&R Block, Inc. (HRB). Le Formulaire 4 signale des opérations datées du 31/08/2025. Le dépôt indique deux acquisitions d'actions ordinaires comptabilisées comme restricted share units : 9 385 unités et 3 476 unités, chacune déclarée avec un prix de 0,00 $ et considérée comme une acquisition dans le cadre du plan de la société. Le dépôt signale également une cession de 10 555 actions ordinaires au prix de 50,35 $. Les totaux d'actions après chaque opération sont indiqués respectivement 48 963,75, 52 439,75 et 41 884,75. Les restricted share units sont décrites comme attribuées en vertu du H&R Block, Inc. 2018 Long Term Incentive Plan, avec des restrictions qui sont levées en trois versements égaux à partir du premier anniversaire de la date d'attribution. Le formulaire est signé le 03/09/2025 par Katharine M. Haynes en vertu d'une procuration.

Meldende Person: Dara S. Redler, Chief Legal & Administrative Officer von H&R Block, Inc. (HRB). Das Formular 4 meldet Transaktionen vom 31.08.2025. Die Einreichung weist zwei Erwerbe von Stammaktien aus, die als restricted share units verbucht sind: 9.385 Einheiten und 3.476 Einheiten, jeweils mit einem Preis von $0,00 angegeben und als Erwerb im Rahmen des Unternehmensplans behandelt. Weiterhin wird eine Veräußerung von 10.555 Stammaktien zu einem Preis von $50,35 gemeldet. Die Aktienbestände nach den einzelnen Meldungen werden jeweils mit 48.963,75, 52.439,75 und 41.884,75 angegeben. Die restricted share units werden als Gewährung unter dem H&R Block, Inc. 2018 Long Term Incentive Plan beschrieben, mit Einschränkungen, die in drei gleichen Tranchen ab dem ersten Jahrestag des Gewährungsdatums wegfallen. Das Formular ist am 03.09.2025 von Katharine M. Haynes per Vollmacht unterzeichnet.

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*
Redler Dara S

(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)
Chief Legal & Admin. 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 9,385(1) A $0.0000 48,963.75 D
Common Stock 08/31/2025 A 3,476(1) A $0.0000 52,439.75 D
Common Stock 08/31/2025 F 10,555 D $50.35 41,884.75 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.
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

Who filed the Form 4 for H&R Block (HRB)?

The Form 4 was filed for Dara S. Redler, Chief Legal & Administrative Officer of H&R Block, Inc.

What transactions are reported on the Form 4 dated 08/31/2025 for HRB?

The filing reports two acquisitions of RSUs (9,385 and 3,476 units reported at $0.00) and one disposition of 10,555 Common Stock shares at $50.35.

Under what plan were the restricted share units granted?

The RSUs were granted under the H&R Block, Inc. 2018 Long Term Incentive Plan.

What is the vesting schedule for the restricted share units?

The restrictions on the RSUs lapse in three equal installments beginning on the first anniversary of the grant date.

Who signed the Form 4 and when?

The Form 4 was signed by Katharine M. Haynes per power of attorney on 09/03/2025.
Block (H.&R.), Inc.

NYSE:HRB

HRB Rankings

HRB Latest News

HRB Latest SEC Filings

HRB Stock Data

6.88B
132.29M
1.24%
95.25%
7.84%
Personal Services
Services-personal Services
Link
United States
KANSAS CITY