Block (H.&R.), Inc. SEC Filings

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.

Reporting person: Dara S. Redler, Chief Legal & Administrative Officer of H&R Block, Inc. (HRB). The Form 4 reports transactions dated 08/31/2025. The filing shows two acquisitions of Common Stock recorded as restricted share units: 9,385 units and 3,476 units, each reported with a $0.00 price and treated as acquisitions under the company plan. The filing also reports a disposition of 10,555 Common Stock shares at a price of $50.35. Share totals after each reported transaction are shown as 48,963.75, 52,439.75, and 41,884.75, respectively. The restricted share units are described as granted under the H&R Block, Inc. 2018 Long Term Incentive Plan with restrictions that lapse in three equal installments beginning on the first anniversary of the grant date. The form is signed 09/03/2025 by Katharine M. Haynes per power of attorney.

Manuel Scott, listed with an H&R Block address, reported changes in beneficial ownership on Form 4. On 08/31/2025 the report shows two acquisitions of Common Stock: 10,428 shares and 5,214 shares at a reported price of $0.0000, increasing beneficial ownership to 24,692.551 shares. The filing also reports a disposition of 1,307 shares on the same date at $50.35, leaving 23,385.551 shares beneficially owned after the transactions.

An explanatory note states these acquired shares are restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan, with restrictions that lapse in three equal installments beginning on the first anniversary of the grant date. The filer is identified as an officer with title shown as Chief Strategy & Operations Of.

Campbell Curtis A, President, GCT & Chief Product Officer of H&R Block, Inc. (HRB), reported transactions dated 08/31/2025. The Form 4 shows a grant of 11,818 restricted share units (RSUs) under the H&R Block, Inc. 2018 Long Term Incentive Plan with a reported price of $0.00; after that grant his beneficial ownership is listed as 26,536.52 shares. The filing also records a sale of 1,114 shares at $50.35, leaving a post-transaction beneficial ownership of 25,422.52 shares. The RSUs vest in three equal installments beginning on the first anniversary of the grant date. The Form 4 is signed by Katharine M. Haynes per power of attorney on 09/03/2025.

H&R Block, Inc. disclosed the execution of a material definitive agreement that creates a direct financial obligation or an off-balance sheet arrangement for the company. The filing references an Officers' Certificate that includes the form of Notes and notation of Guarantees, and it states that an opinion of counsel addressing the validity of the Notes and Guarantees is included as an exhibit. The filing lists Exhibits 4.1, 4.2, and 5.1 as the supporting documents for the agreement and legal opinion. The disclosure signals a new financing instrument and associated legal guarantees have been documented and filed.

H&R Block, Inc., through its subsidiary Block Financial LLC, entered into an underwriting agreement to issue and sell $350.0 million principal amount of 5.375% Notes due 2032, which will be fully and unconditionally guaranteed by H&R Block. The notes are being sold to underwriters led by J.P. Morgan Securities LLC, PNC Capital Markets LLC, and U.S. Bancorp Investments, Inc., with closing expected on August 26, 2025.

The notes offering is registered under the Securities Act pursuant to an automatic shelf registration statement on Form S-3ASR, supplemented by a prospectus supplement dated August 19, 2025. The underwriting agreement includes customary representations, warranties, covenants, closing conditions, indemnification, termination rights, and other standard provisions for this type of debt issuance.

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.