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.
H&R Block, Inc. filings document formal disclosures for an operating company centered on tax preparation, financial products, and small-business services. Recent Form 8-K reports furnish quarterly operating results and financial-condition updates, including activity in U.S. assisted tax preparation, digital filing, international revenue, Refund Transfer volume, Wave, outlook commentary, and capital actions such as share repurchase plans.
The company’s proxy and governance filings cover director elections, independent auditor ratification, advisory executive-compensation votes, board committee structure, officer appointments, and compensation arrangements. These records also describe shareholder voting matters and governance practices for the Missouri-incorporated public company traded under the HRB symbol.
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.
H&R Block director Geralyn Breig filed an initial ownership report with regulators. This Form 3 states that, as of the event date of 01/20/2026, she is a director of H&R Block, Inc. and that no securities are beneficially owned. The filing also includes a power of attorney authorizing a representative to sign on her behalf.
H&R Block Inc. director Christian H. Charnaux filed an initial statement of beneficial ownership on Form 3 in connection with his role as a director of the company. The event date is listed as 01/20/2026, and the filing states in the remarks that no securities are beneficially owned. The form is filed for a single reporting person and includes a power of attorney authorizing the signatory.
H&R Block Inc. director files initial ownership report showing no holdings
H&R Block Inc. director Stephanie Plaines filed an initial ownership report as a company insider. The filing states that no non-derivative or derivative securities of H&R Block Inc. are beneficially owned. The form is filed by a single reporting person and is signed under a power of attorney, confirming her current starting point of zero reported ownership in the company’s stock or related derivative securities.
H&R Block, Inc. expanded its Board of Directors from eight to eleven members and elected Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines effective January 20, 2026. Mr. Charnaux and Ms. Plaines joined the Audit Committee, while Ms. Breig joined both the Compensation Committee and the Governance and Nominating Committee.
The new directors will participate in the company’s standard non-employee director compensation program, including an annual cash retainer of $85,000 and director restricted share units valued at $200,000, both prorated for their current term. Committee service adds annual cash retainers of $15,000 for Audit, $10,000 for Compensation, and $7,500 for Governance and Nominating roles, also prorated.
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.
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.