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

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.

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.