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 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.
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.