Form 4 for HRB H&R BLOCK INC
Accepted 2025-11-20 00:00:00 ET · period of report 2025-11-19 · accession 0001225208-25-009313 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-11-20 | 2025-11-19 | HRB | Jones Jeffrey J II | Pres, CEO, Dir | G - Gift | $0.00 | -45.0K | 990.1K | -4% | $0 |
| D | 2025-11-20 | 2025-11-19 | HRB | Jones Jeffrey J II | Pres, CEO, Dir | S - Sale+OE | $44.54 | -128.8K | 861.3K | -13% | -$5.74M |
| D | 2025-11-20 | 2025-11-19 | HRB | Jones Jeffrey J II | Pres, CEO, Dir | M - OptEx | $29.73 | +128.8K | 1.04M | +14% | +$3.83M |
| D | 2025-11-20 | 2025-11-19 | HRB | Jones Jeffrey J II | Pres, CEO, Dir | M - OptEx | $0.00 | -128.8K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-11-19 | G | D | 45,000 | $0.00 | 990,130.84 | D | — | — | (F1) Reflects a gift of common stock to a charitable donor advised fund. |
| 2 | Common | Common Stock | 2025-11-19 | S | D | 128,818 | $44.54 | 861,312.84 | D | — | — | (F2) 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. |
| 3 | Common | Common Stock | 2025-11-19 | M | A | 128,818 | $29.73 | 1,035,130.84 | D | — | — | |
| 4 | Derivative | Stock Option (Right to Buy) | 2025-11-19 | M | D | 128,818 | $0.00 | 0 | D | $29.73 · — to 2027-08-21 | 128,818 Common Stock | (F3) The options vested in three equal annual installments beginning on the first anniversary of the grant date. |