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H&R Block, Inc. Form 4 Filings

HRB NYSE

Every Form 4 that H&R Block, Inc. (HRB) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow HRB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HRB filings page.

Rhea-AI Summary

H&R Block Chief Retail Officer Mark J. Darling sold 2,700 shares of common stock on September 30, 2026, at a weighted-average price of $40.6862 per share. The weighted average reflects prices ranging from $40.670 to $40.720. He held 21,588 shares directly after the sale. No Rule 10b5-1 plan is reported.

Rhea-AI Summary

H&R Block Inc. (HRB) reported that President & CEO Campbell Curtis A received an equity award. On August 31, 2026, he was granted 49,129 restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan, which vest in three equal annual installments beginning on the first anniversary of the grant date. On the same date, 2,833 common shares were delivered or withheld at $51.65 per share for payment of exercise price or tax liability, with all transactions reported as directly owned and no Rule 10b5-1 trading plan indicated.

Rhea-AI Summary

H&R Block, Inc. (HRB) reported that Chief Retail Officer Mark J. Darling received a grant of 6,099 restricted share units of common stock on August 31, 2026 under the company’s 2018 Long Term Incentive Plan, with restrictions lapsing in three equal installments beginning on the first anniversary of the grant date. On the same date, 4,129 shares of common stock were disposed of to satisfy exercise price or tax liability obligations, based on a price of $51.65 per share.

Rhea-AI Summary

H&R BLOCK INC (HRB) reported that Chief Strategy & Operations Officer Manuel Scott received a grant of 10,843 shares of common stock on August 31, 2026, as restricted share units under the company’s 2018 Long Term Incentive Plan, with restrictions lapsing in three equal installments beginning on the first anniversary of the grant date. On the same date, 3,736 shares of common stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability. No Rule 10b5-1 trading plan is reported.

Rhea-AI Summary

H&R BLOCK INC (HRB) reports that Chief Financial Officer Tiffany L. Mason received a grant of 13,553 restricted share units of common stock on August 31, 2026, under the company’s 2018 Long Term Incentive Plan. The restrictions on these units lapse in three equal installments beginning on the first anniversary of the grant date. On the same date, 3,510 shares of common stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability, with all holdings reported as direct and no Rule 10b5-1 trading plan indicated.

Rhea-AI Summary

H&R Block Inc. (HRB) reported that Chief Legal & Admin. Officer Dara S. Redler received an award of 9,826 shares of Common Stock on August 31, 2026, in the form of restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan, which will vest in three equal installments beginning on the first anniversary of the grant date. On the same date, 12,219 shares of Common Stock were delivered or withheld at $51.65 per share for payment of exercise price or tax liability.

Rhea-AI Summary

H&R BLOCK INC (HRB) reported that officer April M. Wasleski, VP & Chief Accounting Officer, received a grant of 1,426 restricted share units of Common Stock on August 31, 2026 under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions on these units lapse in three equal installments beginning on the first anniversary of the grant date. On the same date, 413 shares of Common Stock were withheld at $51.65 per share as a disposition to cover payment of the exercise price or tax liability by delivering or withholding securities. No Rule 10b5-1 trading plan is reported for these transactions.

Rhea-AI Summary

H&R Block Inc reported that Chief Legal & Administrative Officer Dara S. Redler acquired 17,271 shares of common stock on August 12, 2026 through the vesting of previously awarded performance share units. These shares vested after the Compensation Committee determined that performance criteria had been satisfied and remain subject to Redler’s continued service through August 31, 2026. Following this award, Redler directly holds 60,628.697 shares of H&R Block common stock.

Rhea-AI Summary

Darling Mark J. reported acquisition or exercise transactions in this Form 4 filing.

H&R Block Inc Chief Retail Officer Mark J. Darling reported an award of 4,429 shares of Common Stock on August 12, 2026. The shares vested from previously granted performance share units after the Compensation Committee determined that performance criteria were satisfied and remain subject to Darling’s continued service through August 31, 2026. Following this award, his directly held position increased to 22,318.146 shares of Common Stock.

Rhea-AI 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.

Rhea-AI Summary

H&R Block President & CEO Curtis A. Campbell reported a small, routine share disposition related to taxes. On June 3, 2026, 1,016 shares of H&R Block common stock were used to satisfy tax obligations at a value of $37.96 per share. This was classified as a tax-withholding disposition rather than an open-market sale. After this transaction, Campbell directly held about 42,558.282 shares of H&R Block common stock.

Rhea-AI Summary

H&R Block director Stephanie Plaines received an equity award of 3,727 shares of common stock on January 22, 2026. The shares were granted at a price of $0.0000 per share as director restricted share units (DRSUs) under the H&R Block, Inc. 2018 Long Term Incentive Plan.

The DRSUs fully vest on the first anniversary of the grant date, as long as she continues serving as a director through that vesting date. After vesting, she may choose to receive the underlying common shares immediately or defer receipt until six months after her service as a director ends. Following this grant, she beneficially owns 3,727 shares directly.

Rhea-AI Summary

H&R Block director Christian H. Charnaux received an equity award of 3,727 shares of common stock on January 22, 2026. The Form 4 shows the shares as acquired at a price of $0.0000 per share, reflecting a grant rather than an open‑market purchase. Following the transaction, Charnaux beneficially owns 3,727 shares directly.

The award was made in the form of director restricted share units (DRSUs) under the H&R Block, Inc. 2018 Long Term Incentive Plan. These DRSUs fully vest on the first anniversary of the grant date, as long as the director continues to serve on the board through that date. Each director may choose to receive the underlying common shares immediately upon vesting or defer receipt until the six‑month anniversary of termination of service as a director.

Rhea-AI Summary

H&R Block director Geralyn Breig received an equity award of 3,727 shares of common stock on 01/22/2026. The Form 4 shows these shares as acquired at a price of $0.0000 per share, giving her beneficial ownership of 3,727 shares held directly after the transaction.

According to the footnote, this award represents director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The DRSUs fully vest on the first anniversary of the grant date, if she continues to serve as a director through that vesting date. Each director can elect to receive the underlying common shares either immediately upon vesting or defer receipt until the six-month anniversary of ending service on the board.

Rhea-AI Summary

H&R Block Inc. reported that Chief Retail Officer Mark J. Darling acquired 1,481 shares of its common stock on January 5, 2026. The filing shows these were granted as restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan at a price of $0.0000 per share, reflecting stock-based compensation rather than an open-market purchase. After this grant, Darling beneficially owns 17,528.241 shares of H&R Block common stock. The restricted share units will vest in three equal installments, beginning on the first anniversary of the grant date, tying part of his compensation to the company’s long-term performance.

Rhea-AI Summary

H&R Block President and CEO Curtis A. Campbell reported an equity award of common stock in his latest insider filing. On January 5, 2026, he received 17,216 shares of H&R Block common stock at a stated price of $0.0000 per share, reflecting a grant of restricted share units under the company’s 2018 Long Term Incentive Plan. After this grant, he beneficially owned 42,821.867 shares of common stock directly.

The award consists of restricted share units that vest over time rather than all at once. The restrictions lapse in three equal installments, beginning on the first anniversary of the grant date, meaning the award is designed to be earned and retained over multiple years as long as service or other plan conditions are satisfied.

Rhea-AI Summary

H&R Block, Inc. (HRB) reported insider activity by a reporting person who serves as both Director and President & CEO. On 11/19/2025, the insider exercised a stock option for 128,818 shares of common stock at an exercise price of $29.73 per share, then sold 128,818 shares of common stock at a weighted average price of $44.5444 per share. The insider also made a gift of 45,000 shares of common stock to a charitable donor advised fund. Following these transactions, the insider directly beneficially owned 861,312.842 shares of H&R Block common stock.

Rhea-AI 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.

Rhea-AI Summary

H&R Block (HRB) reported a Form 4 showing a director acquired 3,927 shares of common stock on 11/05/2025 at $0.0000 per share via a grant of Director Restricted Share Units (DRSUs) under the 2018 Long Term Incentive Plan. Following this grant, the director beneficially owns 28,427.927 shares, held directly. The DRSUs fully vest on the first anniversary of the grant date, subject to continued service as a director, with an election to receive shares upon vesting or defer receipt until six months after service ends.

Rhea-AI Summary

H&R Block (HRB): A director reported an equity award on a Form 4. On 11/05/2025, the reporting person acquired 3,927 Director restricted share units (DRSUs) at $0.0000 per unit under the H&R Block, Inc. 2018 Long Term Incentive Plan.

The DRSUs fully vest on the first anniversary of the grant date, subject to continued service as a director. Each director may elect to receive the underlying common shares immediately upon vesting or defer receipt until the six‑month anniversary of termination of service as a director.

Following the transaction, the reporting person beneficially owned 316,261.5885 shares directly, and 21,000 shares indirectly through GFP, L.P.

Rhea-AI Summary

H&R Block (HRB): Form 4 insider activity — A company director reported an equity award on 11/05/2025. The filing shows acquisition of 3,927 shares via a Director Restricted Share Unit (DRSU) grant at $0.0000 per share under the 2018 Long Term Incentive Plan. Following the transaction, direct beneficial ownership was 43,279.892 shares.

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

Rhea-AI Summary

H&R Block (HRB) reported a director equity grant on a Form 4. On 11/05/2025, the reporting person acquired 10,209 Director Restricted Share Units (DRSUs) at $0.0000 per unit under the company’s 2018 Long Term Incentive Plan.

These DRSUs fully vest on the first anniversary of the grant date, contingent on continued service as a director. The director may elect share delivery immediately upon vesting or defer delivery until six months after service ends. Following this grant, the reporting person beneficially owns 91,276.805 common shares directly.

Rhea-AI Summary

H&R Block (HRB) reported a director equity award on Form 4. On 11/05/2025, the reporting person acquired 3,927 shares of common stock at $0.0000 via director restricted share units (DRSUs) granted under the 2018 Long Term Incentive Plan.

After the transaction, beneficial ownership is 28,427.927 shares, held directly. The DRSUs vest on the first anniversary of the grant date, with an election to receive shares at vesting or defer delivery until six months after service as a director ends.

Rhea-AI 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.

Rhea-AI Summary

H&R Block (HRB): Director equity award reported. On 11/05/2025, a director acquired 3,927 shares of common stock at $0.0000, reflecting a director restricted share unit (DRSU) grant under the H&R Block, Inc. 2018 Long Term Incentive Plan. Following the transaction, beneficial ownership stands at 59,082.775 shares, held directly.

The DRSUs fully vest on the first anniversary of the grant date, subject to the director’s continued service through that date. Each director may elect to receive the underlying common shares immediately upon vesting or defer receipt until the six‑month anniversary of termination of service as a director.

Rhea-AI Summary

H&R Block (HRB) reported an insider equity award. On 11/01/2025, the company’s VP & Chief Accounting Officer acquired 3,293 restricted stock units at $0.0000 per unit under the 2018 Long Term Incentive Plan.

The RSUs vest in three equal installments beginning on the first anniversary of the grant date. Following the grant, the insider beneficially owned 4,934.155 common shares, held directly.