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

HRB insider trades: 145,087 options exercised, 176,449 shares sold

Filing Impact
(Very High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

H&R Block (HRB) reported insider activity by its President & CEO and Director on 11/12/2025. The executive exercised 145,087 stock options at an exercise price of $29.73 per share (code M) and sold 176,449 shares of common stock (code S) at a $46.462 weighted average price.

Following these transactions, the executive directly beneficially owned 906,312.842 shares of common stock. The filing notes the sale price reflects a weighted average of trades between $46.000 and $47.020, with full price details available upon request. After the option exercise, 128,818 options remained outstanding, originally vesting in three equal annual installments and expiring on 08/21/2027.

Positive

  • None.

Negative

  • None.
Insider Jones Jeffrey J II
Role President & CEO
Sold 176,449 shs ($8.20M)
Type Security Shares Price Value
Exercise Stock Option (Right to Buy) 145,087 $0.00 --
Exercise Common Stock 145,087 $29.73 $4.31M
Sale Common Stock 176,449 $46.462 $8.20M
Holdings After Transaction: Stock Option (Right to Buy) — 128,818 shares (Direct); Common Stock — 1,082,761.842 shares (Direct)
Footnotes (1)
  1. The price used is a weighted average of prices within the range of $46.000 to $47.020. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. The options vested in three equal annual installments beginning on the first anniversary of the grant date.
Form 4 Insider Transactions: What Each Field Means →
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*
Jones Jeffrey J II
(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
X Officer (give title below) Other (specify below)
President & CEO
3. Date of Earliest Transaction (Month/Day/Year)
11/12/2025
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 11/12/2025 M 145,087 A $29.73 1,082,761.842 D
Common Stock 11/12/2025 S 176,449 D $46.462(1) 906,312.842 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
Stock Option (Right to Buy) $29.73 11/12/2025 M 145,087 (2) 08/21/2027 Common Stock 145,087 $0.0000 128,818 D
Explanation of Responses:
1. The price used is a weighted average of prices within the range of $46.000 to $47.020. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.
2. The options vested in three equal annual installments beginning on the first anniversary of the grant date.
Katharine M. Haynes, per Power of Attorney 11/14/2025
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did HRB’s CEO report on 11/12/2025?

The executive exercised 145,087 options at $29.73 and sold 176,449 shares at a $46.462 weighted average price.

How many HRB shares did the insider own after the transactions?

Direct beneficial ownership was 906,312.842 shares after the reported trades.

What was the exercise price and size of the HRB options exercised?

The options had an exercise price of $29.73 and 145,087 were exercised.

How many HRB options remain after these transactions and when do they expire?

128,818 options remained outstanding, expiring on 08/21/2027.

What was the price range for the HRB share sale on 11/12/2025?

The weighted average sale price was $46.462, with trades ranging from $46.000 to $47.020.

What roles does the reporting person hold at H&R Block (HRB)?

The reporting person is a Director and serves as President & CEO.