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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.
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.