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.
The H&R Block, Inc. (NYSE: HRB) SEC filings page on Stock Titan provides a centralized view of the company’s regulatory disclosures, drawn in real time from the SEC’s EDGAR system. As a Missouri-incorporated public company with common stock listed on the New York Stock Exchange, H&R Block files a range of documents that give investors detailed insight into its tax preparation, financial services, and small-business operations.
Key filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, where H&R Block discusses its U.S. tax preparation and related services, financial services tied to Emerald Card, Spruce, and Emerald Advance, international operations, and Wave small-business revenue. These reports also describe seasonality, operating expenses, non-GAAP measures such as adjusted earnings per share and EBITDA from continuing operations, and risk factors relevant to the business.
Current reports on Form 8-K document material events such as earnings releases, dividend declarations, debt offerings by Block Financial LLC, leadership transitions, and changes in key accounting roles. For example, recent 8-K filings describe the issuance of senior notes due 2032 guaranteed by H&R Block, the approval of dividend increases, and updates to executive and accounting leadership positions.
Definitive proxy statements on Schedule 14A (DEF 14A) provide information on corporate governance, board composition, executive compensation programs, and matters submitted to shareholder vote at the annual meeting, including director elections, auditor ratification, and advisory votes on named executive officer compensation.
On Stock Titan, AI-powered tools summarize lengthy filings such as 10-Ks, 10-Qs, and 8-Ks into accessible highlights, helping readers quickly understand revenue drivers, capital allocation decisions, governance changes, and key risks without reading every page. The platform also surfaces insider-related disclosures and voting results reported under Form 8-K and proxy materials, giving a clearer view of how management and the board interact with shareholders.
By using this HRB filings page, investors can efficiently review H&R Block’s official regulatory record, from financial performance and capital structure to governance practices and executive transitions, with AI-generated explanations that clarify complex accounting and legal language.
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.
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.
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.
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.
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.
H&R Block (HRB) reported its fiscal Q1 results, showing revenue of $203.6 million, up 5.0% year over year, and a net loss of $165.8 million, improved from a $172.6 million loss a year ago. Loss per share from continuing operations was $1.26 versus $1.23, reflecting the seasonality of the business outside the tax season.
Operating expenses fell 2.7% as legal costs declined and marketing spend eased, while assisted tax preparation revenue rose 13.2% and Wave grew 13.1%. The company declared a $0.42 dividend per share.
Capital actions and liquidity: HRB issued $350.0 million of 5.375% senior notes due 2032 and redeemed its $350.0 million notes due 2025. It extended its unsecured revolving credit facility at $1.5 billion to July 2030 and ended the quarter with $376.4 million in cash. The company repurchased $400.1 million of common stock during the quarter under its ongoing authorization.
H&R Block (HRB) reported that it furnished a press release covering results for the fiscal quarter ended September 30, 2025. The disclosure was made via a current report and the press release was included as Exhibit 99.1.
This is an administrative update that directs readers to the company’s detailed results in the attached press release. The filing does not itself provide financial figures or guidance; investors typically look to the accompanying exhibit for metrics and commentary on performance and outlook.
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.
H&R Block (HRB) reported an insider ownership update. The company’s VP & Chief Accounting Officer filed a Form 3 reflecting initial beneficial ownership as of 10/24/2025.
The filing lists 1,641.155 shares of Common Stock beneficially owned with direct ownership. According to the footnote, this amount includes 1,641.155 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 was made by one reporting person.
H&R Block (HRB) is holding a virtual annual meeting on November 5, 2025. The Board is asking shareholders to elect eight directors, ratify Deloitte & Touche LLP as auditor, and provide an advisory vote on named executive officer compensation. Fiscal 2025 delivered modest growth: revenue of $3.761 billion, up 4.2% year-over-year; net income of $609.5 million, up 1.9%; GAAP EPS $4.42, up 6.8%; adjusted EPS $4.66, up 5.7%. The company repurchased about $400 million of common stock at an average $61.10 per share and since 2016 has returned over $4.5 billion to shareholders via repurchases and dividends.
Strategic and governance developments: Spruce deposits reached $1.75 billion through June 30, 2025, with nearly half of deposit transactions in FY25 from non-tax sources. Leadership transitions include Richard A. Johnson becoming independent Board Chairman effective April 1, 2025, and an announced CEO retirement: Jeffrey J. Jones II will retire December 31, 2025, with Curtis A. Campbell named to succeed him as President and CEO on January 1, 2026. The proxy details board composition, governance practices, committee oversight, executive compensation design, and fiscal 2025 STI/LTI frameworks.