Jeffrey J. Jones II - 19 Nov 2025 Form 4 Insider Report for H&R BLOCK INC (HRB)

Role
President & CEO, Director
Signature
Katharine M. Haynes, per Power of Attorney
Issuer symbol
HRB
Transactions as of
19 Nov 2025
Net transactions value
-$1,908,361
Form type
4
Filing time
20 Nov 2025, 16:33:11 UTC
Previous filing
14 Nov 2025
Next filing
23 Jan 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Jones Jeffrey J II President & CEO, Director C/O H&R BLOCK, ONE H&R BLOCK WAY, KANSAS CITY Katharine M. Haynes, per Power of Attorney 20 Nov 2025 0001546303

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HRB Common Stock Options Exercise $3,829,759 +128,818 +14% $29.73 1,035,131 19 Nov 2025 Direct
transaction HRB Common Stock Gift $0 -45,000 -4.3% $0.000000 990,131 19 Nov 2025 Direct F1
transaction HRB Common Stock Sale $5,738,121 -128,818 -13% $44.54 861,313 19 Nov 2025 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HRB Stock Option (Right to Buy) Options Exercise $0 -128,818 -100% $0.000000 0 19 Nov 2025 Common Stock 128,818 $29.73 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects a gift of common stock to a charitable donor advised fund.
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.
F3 The options vested in three equal annual installments beginning on the first anniversary of the grant date.