Welcome to our dedicated page for Block (H.&R.) SEC filings (Ticker: HRB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Digging through H&R Block’s seasonal disclosures often feels like searching for one receipt in a shoebox. Revenue jumps during tax season, prepaid card liabilities spike, and refund-advance credit losses appear across multiple notes. Stock Titan’s AI cuts through that complexity the moment a document hits EDGAR.
Need the numbers fast? Our platform highlights where the latest H&R Block quarterly earnings report 10-Q filing explains off-season cash burn, and where the H&R Block annual report 10-K simplified details franchise royalty flows. Curious about management moves? Receive instant alerts on H&R Block insider trading Form 4 transactions and drill into every H&R Block executive stock transactions Form 4 without scrolling hundreds of pages. We also tag each H&R Block 8-K material events explained so you can see refund-advance program updates or leadership changes minutes after they post.
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- Review H&R Block proxy statement executive compensation to see how bonuses tie to refund-advance volume.
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H&R Block’s prospectus supplement describes Block Financial LLC’s planned offering of unsecured notes guaranteed by H&R Block, Inc., with many dollar amounts and dates redacted in the provided text. The filing confirms a CEO succession: Jeffrey J. Jones II will retire effective December 31, 2025 and Curtis A. Campbell has been named his successor. The company amended its unsecured committed credit facility (CLOC) on July 11, 2025, keeping a $1.5 billion aggregate capacity and extending maturity to July 11, 2030. The Board declared a quarterly cash dividend of $0.42 per share, payable October 6, 2025 to holders of record September 4, 2025. The notes will be issued in registered book-entry form, be unsecured and pari passu with other senior unsecured indebtedness, be fully guaranteed by H&R Block, and may be redeemed at the issuer’s option or repurchased on a defined change-of-control offer. Use of proceeds is stated as general corporate purposes and may include redeeming $350.0 million of 5.250% notes due 2025. The prospectus emphasizes risk factors, absence of an established public market for the notes, and that certain key numeric terms are omitted in this text.
Insider vesting reported for H&R Block (HRB). Dara S. Redler, listed as Chief Legal Officer, acquired 15,511 shares of common stock on 08/13/2025 through vesting of performance share units after the Compensation Committee determined the performance criteria were satisfied. The report shows 39,578.75 shares beneficially owned after the transaction. The awarded shares remain subject to the executive's continued service through August 31, 2025. The Form 4 was signed via power of attorney by Katharine M. Haynes on 08/15/2025.
Kellie J. Logerwell, VP & Chief Accounting Officer of H&R Block, acquired 4,409 shares of the company's common stock through the vesting of previously awarded performance share units, bringing her total beneficial ownership to 22,987.468 shares. The vesting occurred after the Compensation Committee determined that the performance criteria were satisfied, but the shares remain subject to the executive's continued service requirement through August 31, 2025, meaning they could be forfeited if service conditions are not met.
This Form 4 reports a routine, compensation-related equity settlement rather than an open-market purchase or sale. The change increases the officer's alignment with shareholder outcomes but retains retention conditions tied to continued employment.
H&R Block insider transaction: Jeffrey J. Jones II, President & CEO and a director, reported the vesting and acquisition of 101,228 shares of H&R Block common stock on 08/13/2025. The shares vested from previously awarded performance share units after the Compensation Committee determined that the award's performance criteria were satisfied. Following this transaction, Mr. Jones beneficially owned 947,839.431 shares. The shares were reported as acquired at a price of $0.0000 and remain subject to the executive’s continued service through August 31, 2025, per the filing.
H&R Block, Inc. reports a single operating segment providing assisted and DIY tax preparation, small business solutions and financial products across the U.S., Canada and Australia. Public-market metrics include $7,028,811,568 aggregate market value held by non-affiliates and 133,947,444 shares outstanding. Operating cash flow was $680.9 million for fiscal 2025 versus $720.9 million a year earlier. Investing used $105.4 million and financing used $647.4 million, driven by higher share repurchases and dividends; dividends paid were $197.3 million (FY2025). Capital expenditures were $82.0 million; purchases of businesses totaled $35.5 million. The company extended its $1.5 billion committed revolving credit facility to July 11, 2030 and had no balance outstanding at June 30, 2025. Management attests that internal control over financial reporting is effective and Deloitte & Touche LLP issued unqualified audit opinions. The filing discloses material risks including regulatory and privacy/data security risks, seasonality of cash flows, and sensitivity of goodwill, tax and litigation estimates.
H&R Block filed an 8-K reporting that it issued a press release with results for the fiscal year ended June 30, 2025 and that its Board approved a 12% increase in the quarterly dividend to $0.42 per share. The Board declared the dividend payable on October 6, 2025 to shareholders of record as of September 4, 2025. The press release is furnished as Exhibit 99.1 to the filing.
The disclosure confirms a concrete cash-return action by the Board but the 8-K text does not include the underlying financial line items; readers must consult Exhibit 99.1 for the detailed fiscal 2025 results.
H&R Block announced a planned CEO transition. Jeffrey J. Jones II will retire as President and Chief Executive Officer effective December 31, 2025, and will serve as an employee Strategic Advisor through September 2, 2026. The Board has named Curtis A. Campbell, currently President, Global Consumer Tax and Chief Product Officer, to succeed Mr. Jones and to join the Board upon Mr. Jones' retirement.
Mr. Campbell, age 52, joined H&R Block in May 2024 after leadership roles at TaxAct, Capital One and Intuit. His compensation as CEO, effective January 1, 2026, includes a $995,000 annual base salary, a target short-term incentive of 125% of base salary (prorated to 110% for fiscal 2026), an off-cycle long-term incentive award with a grant date fair value of $2.15 million (reflecting an annualized $6.0 million LTI), and severance protections equal to two times base salary and two times annual STI under certain termination scenarios.
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