STOCK TITAN

H&R Block insider files RSU grants and sale — 10,555 shares at $50.35

Filing Impact
(Very 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.

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.

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.

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