HRB · H&R Block Inc
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-07-08 | Campbell Curtis A |
Director, President & CEO |
Tax↓
|
Common Stock
|
11 |
| 2026-06-03 | Campbell Curtis A |
Director, President & CEO |
Tax↓
|
Common Stock
|
1,016 |
| 2026-01-22 | Breig Geralyn |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,727 |
| 2026-01-22 | Plaines Stephanie |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,727 |
| 2026-01-22 | Charnaux Christian H. |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,727 |
| 2026-01-20 | Breig Geralyn |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2026-01-20 | Charnaux Christian H. |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2026-01-20 | Plaines Stephanie |
Chief Financial Officer |
Other↑
|
No Securities Owned
|
0 |
| 2026-01-05 | Darling Mark J. |
Chief Retail Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
1,481 |
| 2026-01-05 | Campbell Curtis A |
Director, President & CEO |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
17,216 |
| 2025-11-19 | Jones Jeffrey J II |
Director, President & CEO |
Sell↓
Filing footnotes — Common Stock (Direct)
The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |
Common Stock
|
128,818 |
| 2025-11-19 | Jones Jeffrey J II |
Director, President & CEO |
Gift↓
Filing footnotes — Common Stock (Direct)
Reflects a gift of common stock to a charitable donor advised fund. |
Common Stock
|
45,000 |
| 2025-11-19 | Jones Jeffrey J II |
Director, President & CEO |
Convert↑
|
Common Stock
|
128,818 |
| 2025-11-19 | Jones Jeffrey J II |
Director, President & CEO |
Convert↓
Filing footnotes — Stock Option (Right to Buy) (Direct)
The options vested in three equal annual installments beginning on the first anniversary of the grant date. |
Stock Option (Right to Buy)
|
128,818 |
| 2025-11-12 | Jones Jeffrey J II |
Director, President & CEO |
Convert↓
Filing footnotes — Stock Option (Right to Buy) (Direct)
The options vested in three equal annual installments beginning on the first anniversary of the grant date. |
Stock Option (Right to Buy)
|
145,087 |
| 2025-11-12 | Jones Jeffrey J II |
Director, President & CEO |
Convert↑
|
Common Stock
|
145,087 |
| 2025-11-12 | Jones Jeffrey J II |
Director, President & CEO |
Sell↓
Filing footnotes — Common Stock (Direct)
The price used is a weighted average of prices within the range of $46.000 to $47.020. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |
Common Stock
|
176,449 |
| 2025-11-05 | REICH VICTORIA |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,927 |
| 2025-11-05 | Johnson Richard A |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
10,209 |
| 2025-11-05 | Winter Matthew E |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,927 |
| 2025-11-05 | Gerard Robert A |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,927 |
| 2025-11-05 | Gupta Anuradha |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,927 |
| 2025-11-05 | Cohan Sean |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,927 |
| 2025-11-05 | Mends Mia |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,927 |
| 2025-11-01 | Wasleski April M. |
VP & Chief Acct Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
3,293 |
| 2025-08-31 | Jones Jeffrey J II |
Director, President & CEO |
Tax↓
|
Common Stock
|
70,257 |
| 2025-08-31 | Manuel Scott |
Chief Strategy & Operations Of |
Tax↓
|
Common Stock
|
1,307 |
| 2025-08-31 | Redler Dara S |
Chief Legal & Admin. Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
9,385 |
| 2025-08-31 | Campbell Curtis A |
Director, President & CEO |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
11,818 |
| 2025-08-31 | Mason Tiffany L |
Executive VP, Finance |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
5,214 |
| 2025-08-31 | Manuel Scott |
Chief Strategy & Operations Of |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
10,428 |
| 2025-08-31 | Campbell Curtis A |
Director, President & CEO |
Tax↓
|
Common Stock
|
1,114 |
| 2025-08-31 | Logerwell Kellie J |
VP & Chief Acct Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
2,086 |
| 2025-08-31 | Redler Dara S |
Chief Legal & Admin. Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
3,476 |
| 2025-08-31 | Manuel Scott |
Chief Strategy & Operations Of |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
5,214 |
| 2025-08-31 | Mason Tiffany L |
Executive VP, Finance |
Tax↓
|
Common Stock
|
1,071 |
| 2025-08-31 | Logerwell Kellie J |
VP & Chief Acct Officer |
Tax↓
|
Common Stock
|
2,947 |
| 2025-08-31 | Mason Tiffany L |
Executive VP, Finance |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
10,428 |
| 2025-08-31 | Redler Dara S |
Chief Legal & Admin. Officer |
Tax↓
|
Common Stock
|
10,555 |
| 2025-08-31 | Jones Jeffrey J II |
Director, President & CEO |
Award↑
Filing footnotes — Common Stock (Direct)
Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. |
Common Stock
|
57,697 |
| 2025-08-13 | Redler Dara S |
Chief Legal & Admin. Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied, which remain subject to the executive's continued service through August 31, 2025. |
Common Stock
|
15,511 |
| 2025-08-13 | Logerwell Kellie J |
VP & Chief Acct Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied, which remain subject to the executive's continued service through August 31, 2025. |
Common Stock
|
4,409 |
| 2025-08-13 | Jones Jeffrey J II |
Director, President & CEO |
Award↑
Filing footnotes — Common Stock (Direct)
Vesting of Common Stock underlying previously awarded performance share units upon determination by the Compensation Committee that performance criteria for the awards had been satisfied, which remain subject to the executive's continued service through August 31, 2025. |
Common Stock
|
101,228 |
| 2025-06-03 | Campbell Curtis A |
Director, President & CEO |
Tax↓
|
Common Stock
|
931 |
| 2025-04-16 | Jones Jeffrey J II |
Director, President & CEO |
Sell↓
Filing footnotes — Common Stock (Direct)
This transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 11, 2024. The price is a weighted average of prices within the range of $63.000 to $63.920. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |
Common Stock
|
53,810 |
| 2025-01-31 | Redler Dara S |
Chief Legal & Admin. Officer |
Tax↓
|
Common Stock
|
3,459 |
| 2024-11-06 | Winter Matthew E |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,148 |
| 2024-11-06 | Gupta Anuradha |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,148 |
| 2024-11-06 | Mends Mia |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,148 |
| 2024-11-06 | Johnson Richard A |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Deferred stock units (DSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DSUs are fully vested on the grant date and are not subject to forfeiture. Vested DSUs become payable in shares of common stock on the six-month anniversary date of termination of service as a director. |
Common Stock
|
3,148 |