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 (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.
H&R Block, Inc. reported updated compensation details for April M. Wasleski, who was previously appointed Vice President and Chief Accounting Officer. On September 15, 2025, the Board’s Compensation Committee approved an annual base salary of $255,000 for Ms. Wasleski in connection with this role.
She will participate in the company’s short term incentive program with a target bonus equal to 50% of her annual base salary for the fiscal year ending June 30, 2026, and will be eligible for future equity grants under the long term incentive program. In addition, she will receive a promotional long term incentive award of restricted share units valued at $163,770, with a grant date of November 1, 2025.
H&R Block, Inc. reported updated compensation details for April M. Wasleski, who was previously appointed Vice President and Chief Accounting Officer. On September 15, 2025, the Board’s Compensation Committee approved an annual base salary of $255,000 for Ms. Wasleski in connection with this role.
She will participate in the company’s short term incentive program with a target bonus equal to 50% of her annual base salary for the fiscal year ending June 30, 2026, and will be eligible for future equity grants under the long term incentive program. In addition, she will receive a promotional long term incentive award of restricted share units valued at $163,770, with a grant date of November 1, 2025.
H&R Block, Inc. reported updated compensation details for April M. Wasleski, who was previously appointed Vice President and Chief Accounting Officer. On September 15, 2025, the Board’s Compensation Committee approved an annual base salary of $255,000 for Ms. Wasleski in connection with this role.
She will participate in the company’s short term incentive program with a target bonus equal to 50% of her annual base salary for the fiscal year ending June 30, 2026, and will be eligible for future equity grants under the long term incentive program. In addition, she will receive a promotional long term incentive award of restricted share units valued at $163,770, with a grant date of November 1, 2025.
Insider transactions by Kellie J. Logerwell at H&R Block (HRB): The report shows two transactions on 08/31/2025. Ms. Logerwell, identified as Vice President & Chief Accounting Officer, was granted 2,086 restricted share units under the company's 2018 Long Term Incentive Plan at a price of $0.00; after that grant she beneficially owned 25,073.468 shares. The filing also records a disposition coded F of 2,947 common shares sold at $50.35, leaving her with 22,126.468 shares following the sale. The restricted share units vest in three equal installments beginning on the first anniversary of the grant date. The form is signed on behalf of the reporting person by Katharine M. Haynes per power of attorney on 09/03/2025.
Statement of changes in beneficial ownership for H&R Block, Inc. (HRB): Executive Vice President, Finance Tiffany L. Mason reported transactions dated 08/31/2025. She was granted 10,428 and 5,214 restricted share units under the H&R Block, Inc. 2018 Long Term Incentive Plan; the filing states these restricted units lapse in three equal installments beginning on the first anniversary of the grant date. The report also shows a disposition of 1,071 shares at a price of $50.35. Beneficial ownership totals reported changed from 17,800.722 to 23,014.722 after the grants and to 21,943.722 after the disposition.
Jeffrey J. Jones II, President & CEO and director of H&R Block, Inc. (HRB), reported equity activity on 08/31/2025. He received 57,697 restricted share units (RSUs) under the 2018 Long Term Incentive Plan, which carry restrictions that lapse in three equal annual installments beginning one year after grant. He also disposed of 70,257 shares at $50.35 per share. After these transactions, Mr. Jones beneficially owned 935,279.431 shares directly. The Form 4 was signed per power of attorney by Katharine M. Haynes on 09/03/2025.