Block (H.&R.), Inc. SEC Filings

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.

H&R Block Inc. Chief Retail Officer Mark J. Darling filed a Form 3 reporting his beneficial ownership of the company’s common stock. He directly holds 16,047.241 shares of common stock, according to the filing. This amount includes 9,433.241 restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, for which the restrictions have not yet lapsed. The filing reflects his equity stake as a senior officer of H&R Block Inc. (HRB) as of January 1, 2026.

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.

H&R Block insider plans sale of common shares under Rule 144. A person associated with H&R Block (HRB) has filed a notice of proposed sale of 128,818 common shares through Fidelity Brokerage Services LLC on the NYSE, with an indicated aggregate market value of $5,738,123.29. The filing states that 126,425,305 common shares were outstanding at the time of the notice. The shares to be sold were acquired on 11/19/2025 by exercising an option originally granted on 08/21/2017, with the purchase price paid in cash. The notice also reports that, during the prior three months, Jeffrey J. Jones II sold 176,449 common shares for gross proceeds of $8,198,174.54. The signer represents that they are not aware of undisclosed material adverse information about the company’s operations.

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.

H&R Block (HRB): Form 144 notice of proposed sale. A holder filed to sell up to 176,449 shares of H&R Block common stock, with an aggregate market value of $8,198,179.99. The filing lists Fidelity Brokerage Services LLC as broker, the NYSE as the exchange, and an approximate sale date of 11/12/2025.

The shares derive from two sources: 31,362 shares from restricted stock vesting on 08/31/2024 (labeled compensation) and 145,087 shares tied to an option granted on 08/21/2017, with cash payment dated 11/12/2025. Shares outstanding were 126,425,305; this is a baseline figure, not the amount being sold.

H&R Block (HRB) reported results from its 2025 annual meeting held on November 5, 2025. Shareholders elected eight directors to one-year terms and ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending June 30, 2026.

Auditor ratification received 112,261,671 votes for, with 655,341 against and 271,933 abstentions. The advisory vote on named executive officer compensation passed with 99,595,441 votes for, 3,305,513 against, and 345,602 abstentions. Director nominees each received strong support; for example, Jeffrey J. Jones II received 102,016,216 votes for, while Mia F. Mends received 102,464,635 votes for. Broker non-votes on relevant items totaled 9,942,389.

These outcomes confirm the board slate, auditor selection, and compensation program as supported by voting shareholders.

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.

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.