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.
Insider vesting reported for H&R Block (HRB). Dara S. Redler, listed as Chief Legal Officer, acquired 15,511 shares of common stock on 08/13/2025 through vesting of performance share units after the Compensation Committee determined the performance criteria were satisfied. The report shows 39,578.75 shares beneficially owned after the transaction. The awarded shares remain subject to the executive's continued service through August 31, 2025. The Form 4 was signed via power of attorney by Katharine M. Haynes on 08/15/2025.
Kellie J. Logerwell, VP & Chief Accounting Officer of H&R Block, acquired 4,409 shares of the company's common stock through the vesting of previously awarded performance share units, bringing her total beneficial ownership to 22,987.468 shares. The vesting occurred after the Compensation Committee determined that the performance criteria were satisfied, but the shares remain subject to the executive's continued service requirement through August 31, 2025, meaning they could be forfeited if service conditions are not met.
This Form 4 reports a routine, compensation-related equity settlement rather than an open-market purchase or sale. The change increases the officer's alignment with shareholder outcomes but retains retention conditions tied to continued employment.
H&R Block insider transaction: Jeffrey J. Jones II, President & CEO and a director, reported the vesting and acquisition of 101,228 shares of H&R Block common stock on 08/13/2025. The shares vested from previously awarded performance share units after the Compensation Committee determined that the award's performance criteria were satisfied. Following this transaction, Mr. Jones beneficially owned 947,839.431 shares. The shares were reported as acquired at a price of $0.0000 and remain subject to the executive’s continued service through August 31, 2025, per the filing.
H&R Block, Inc. reported a planned leadership change in its accounting function. Vice President and Chief Accounting Officer Kellie J. Logerwell informed the company on August 13, 2025 of her intention to retire, effective October 24, 2025. The company stated that her decision to retire is not due to any disagreement regarding its operations, policies, or practices.
April M. Wasleski, currently Director of Accounting and an employee of H&R Block and its subsidiaries for over 13 years, will become Vice President and Chief Accounting Officer on October 24, 2025. Her prior roles include Director of Finance and Director of Financial Reporting and Accounting Research, and she previously worked at Ernst & Young LLP through May 2011. Her compensation for the new role will be determined later by the Compensation Committee, and she is expected to enter into the company’s standard restrictive covenant and indemnification agreements for senior executives.
H&R Block, Inc. reports a single operating segment providing assisted and DIY tax preparation, small business solutions and financial products across the U.S., Canada and Australia. Public-market metrics include $7,028,811,568 aggregate market value held by non-affiliates and 133,947,444 shares outstanding. Operating cash flow was $680.9 million for fiscal 2025 versus $720.9 million a year earlier. Investing used $105.4 million and financing used $647.4 million, driven by higher share repurchases and dividends; dividends paid were $197.3 million (FY2025). Capital expenditures were $82.0 million; purchases of businesses totaled $35.5 million. The company extended its $1.5 billion committed revolving credit facility to July 11, 2030 and had no balance outstanding at June 30, 2025. Management attests that internal control over financial reporting is effective and Deloitte & Touche LLP issued unqualified audit opinions. The filing discloses material risks including regulatory and privacy/data security risks, seasonality of cash flows, and sensitivity of goodwill, tax and litigation estimates.
H&R Block filed an 8-K reporting that it issued a press release with results for the fiscal year ended June 30, 2025 and that its Board approved a 12% increase in the quarterly dividend to $0.42 per share. The Board declared the dividend payable on October 6, 2025 to shareholders of record as of September 4, 2025. The press release is furnished as Exhibit 99.1 to the filing.
The disclosure confirms a concrete cash-return action by the Board but the 8-K text does not include the underlying financial line items; readers must consult Exhibit 99.1 for the detailed fiscal 2025 results.
H&R Block announced a planned CEO transition. Jeffrey J. Jones II will retire as President and Chief Executive Officer effective December 31, 2025, and will serve as an employee Strategic Advisor through September 2, 2026. The Board has named Curtis A. Campbell, currently President, Global Consumer Tax and Chief Product Officer, to succeed Mr. Jones and to join the Board upon Mr. Jones' retirement.
Mr. Campbell, age 52, joined H&R Block in May 2024 after leadership roles at TaxAct, Capital One and Intuit. His compensation as CEO, effective January 1, 2026, includes a $995,000 annual base salary, a target short-term incentive of 125% of base salary (prorated to 110% for fiscal 2026), an off-cycle long-term incentive award with a grant date fair value of $2.15 million (reflecting an annualized $6.0 million LTI), and severance protections equal to two times base salary and two times annual STI under certain termination scenarios.
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