Statistik Asas
| LEI | 549300CE3KUCWLZBG404 |
| CIK | 12659 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to H&R Block, Inc.
SEC Filings (Chronological Order)
Halaman ini menyediakan senarai kronologi lengkap bagi Pemfailan SEC, tidak termasuk pemfailan pemilikan yang kami sediakan di tempat lain.
| August 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 26, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 001-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Emplo |
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| August 26, 2025 |
Exhibit 4.1 FIFTH SUPPLEMENTAL INDENTURE THIS FIFTH SUPPLEMENTAL INDENTURE, dated as of August 26, 2025, is among BLOCK FINANCIAL LLC (formerly known as Block Financial Corporation), a Delaware limited liability company (the “Company”), H&R BLOCK, INC., a Missouri corporation (“Block”), DEUTSCHE BANK TRUST COMPANY AMERICAS (formerly known as Bankers Trust Company), as trustee under the Indenture r |
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| August 26, 2025 |
BLOCK FINANCIAL LLC OFFICERS’ CERTIFICATE Exhibit 4.2 BLOCK FINANCIAL LLC OFFICERS’ CERTIFICATE The undersigned, Tiffany L. Mason, President of Block Financial LLC, a Delaware limited liability company (f/k/a Block Financial Corporation, the “Issuer”), and Colby R. Brown, Vice President, Treasurer of the Issuer, do hereby certify that, pursuant to the Indenture, dated as of October 20, 1997 (the “Base Indenture”), among the Issuer, H&R Bl |
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| August 25, 2025 |
Exhibit 1.1 BLOCK FINANCIAL LLC (a Delaware limited liability company) $350,000,000 5.375% Notes due 2032 UNDERWRITING AGREEMENT Dated: August 19, 2025 BLOCK FINANCIAL LLC (a Delaware limited liability company) UNDERWRITING AGREEMENT August 19, 2025 J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 PNC Capital Markets LLC 300 Fifth Ave, 10th Floor Pittsburgh, PA 15222 U.S. Ban |
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| August 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 19, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 001-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Emplo |
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| August 21, 2025 |
TABLE OF CONTENTS Filed pursuant to Rule 424(b)(2) Registration No. 333-281584 and 333-281584-01 Prospectus supplement (To Prospectus dated August 15, 2024) Block Financial LLC $350,000,000 5.375% Notes due 2032 Interest payable March 15 and September 15 Issue price: 99.787% Fully and unconditionally guaranteed by H&R Block, Inc. Block Financial LLC is offering $350,000,000 aggregate principal a |
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| August 21, 2025 |
Calculation of Filing Fee Tables S-3 H&R BLOCK INC Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt 5. |
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| August 19, 2025 |
Filed pursuant to Rule 433 Free Writing Prospectus dated August 19, 2025 Registration Statement Nos. |
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| August 18, 2025 |
TABLE OF CONTENTS Information contained in this prospectus supplement and the accompanying prospectus is not complete and may be changed. |
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| August 15, 2025 |
Subsidiaries of the Registrant Exhibit 21 Entity Name Domestic Jurisdiction Aculink Mortgage Solutions, LLC Florida AcuLink of Alabama, LLC Alabama Ada Services Corporation Massachusetts Adora Technologies Holding Aon Unlimited Company Ireland BCB Technology Unlimited Company Ireland Block Financial LLC Delaware Blue Acre SCS Luxembourg Blue Fountains International, ULC Alberta Blue Fountains LLC Bermuda Companion Insurance, Ltd. |
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| August 15, 2025 |
H&R Block, Inc. Policy for the Recovery of Erroneously Awarded Compensation Exhibit 97 H&R BLOCK, INC. POLICY FOR THE RECOVERY OF ERRONEOUSLY AWARDED COMPENSATION 1.Purpose. The purpose of this Policy is to describe certain circumstances in which Executive Officers will be required to repay or return Erroneously Awarded Compensation to the Company Group. Each Executive Officer shall sign an acknowledgement or other agreement pursuant to which such Executive Officer will a |
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| August 15, 2025 |
H&R Block Severance Plan, as amended and restated on May 5, 2025 H&R BLOCK SEVERANCE PLAN (Amended and Restated May 5, 2025) The H&R Block Severance Plan (the “Plan”) is a welfare benefit plan established by H&R Block Management, LLC to provide severance pay and benefits to certain employees of designated affiliates of H&R Block, Inc. |
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| August 15, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 13, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| August 15, 2025 |
Exhibit 4.12 DESCRIPTION OF CAPITAL STOCK The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the “Company,” “we,” “us,” or “our”), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The brief description is based upon our amended an |
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| August 15, 2025 |
Exhibit 10.22 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term In |
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| August 15, 2025 |
Exhibit 10.30 THIRD AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT THIS THIRD AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (this “Third Amendment”), dated as of April 1, 2024, is made by and between Emerald Financial Services, LLC, a Delaware limited liability company (“EFS”), and Pathward, N.A. (f/k/a MetaBank, N.A.), a national bank (“Pathward”). RECITALS A.The Parties entered into a Program Management |
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| August 15, 2025 |
Exhibit 10.21 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Inc |
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| August 15, 2025 |
H&R Block, Inc. Insider Trading Policy Exhibit 19.1 H&R Block Insider Trading Policy 1.General The H&R Block, Inc. Insider Trading Policy (this “Policy”) governs the handling of material, nonpublic information regarding H&R Block, Inc. and its subsidiaries (the “Company” or “we”) or other companies with which we deal, and with the buying, selling, and engaging in other transactions (such as purchasing derivative securities, whether or |
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| August 15, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exact name of r |
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| August 15, 2025 |
List of Guarantor and Issuer Subsidiaries. LIST OF GUARANTOR AND ISSUER SUBSIDIARIES Exhibit 22 As of June 30, 2025, H&R Block, Inc. |
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| August 12, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 12, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| August 12, 2025 |
Exhibit 99.1 News Release For Immediate Release: August 12, 2025 H&R Block Reports Fiscal 2025 Results and Provides Fiscal 2026 Outlook - Delivered Revenue Growth of 4% and Earnings per Share Growth of 7% - - Returned $600 Million to Shareholders via Dividends and Share Repurchases - - Increases Quarterly Dividend by 12% - KANSAS CITY, Mo., August 12, 2025 (GLOBE NEWSWIRE) - H&R Block, Inc. (NYSE: |
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| August 11, 2025 |
Exhibit 99.1 H&R Block, Inc. Announces Leadership Succession Plan · Jeffrey J. Jones II to Retire After Eight Years; Will Remain Strategic Advisor · Curtis Campbell, President of Global Consumer Tax and Chief Product Officer at Block, Named CEO-Elect · Appointment Comes After Rigorous Succession Planning Process KANSAS CITY, Mo., August 11, 2025 – H&R Block, Inc. (NYSE: HRB) announced today that J |
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| August 11, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 7, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| August 11, 2025 |
Exhibit 10.2 August 9, 2025 Mr. Curtis Cambell c/o H&R Block, Inc. One H&R Block Way Kansas City, Missouri 64105 Dear Curtis: On behalf of HRB Professional Resources LLC, a Delaware limited liability company (“HRB”), and H&R Block, Inc., a Missouri corporation and the indirect parent corporation of HRB (“Block” and collectively with HRB, the “Company”) I am pleased to offer you the position of Pre |
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| August 11, 2025 |
Exhibit 10.1 August 9, 2025 Mr. Jeffrey J. Jones II c/o H&R Block, Inc. One H&R Block Way Kansas City, Missouri 64105 Re: Transition and Strategic Advisor Agreement Dear Jeff: This is your Transition and Strategic Advisor Agreement (this “Agreement”) with HRB Professional Resources LLC, a Delaware limited liability company (the “Company”), and H&R Block, Inc., a Missouri corporation and the indire |
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| July 15, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 11, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| July 15, 2025 |
Exhibit 10.1 Execution Version J.P. Morgan FIFTH AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT Dated as of July 11, 2025 among BLOCK FINANCIAL LLC as the Borrower H&R BLOCK, INC. as the Guarantor JPMORGAN CHASE BANK, N.A. as Administrative Agent, Issuing Bank and Swingline Lender The Lenders Party Hereto PNC BANK, NATIONAL ASSOCIATION THE TORONTO-DOMINION BANK, NY BRANCH U.S. BANK NATIONAL A |
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| May 7, 2025 |
Exhibit 99.1 News Release For Immediate Release: May 7, 2025 H&R Block Reports Fiscal 2025 Third Quarter Results — Delivered Revenue Growth of 4%, Net Income Growth of 5%, and EPS Growth of 9% — — Improved Volume and Market Share Trends in Assisted Channel Through April 30 — — Reaffirms Full Year 2025 Outlook — KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released financial |
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| May 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1- |
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| May 7, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 7, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer in |
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| February 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| February 4, 2025 |
Exhibit 99.1 News Release For Immediate Release: February 4, 2025 H&R Block Reports Fiscal 2025 Second Quarter Results — Repurchased $190 Million of Shares— — Reaffirms Full Year Outlook — KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released financial results1 for its fiscal 2025 second quarter ended December 31, 2024. "I am pleased with our performance in the first half o |
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| February 4, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 4, 2025 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 6, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| November 7, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 7, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 7, 2024 |
Exhibit 99.1 News Release For Immediate Release: November 7, 2024 H&R Block Reports Fiscal 2025 First Quarter Results — Revenue Increased 5% — — Repurchased $210 Million of Shares — — Reaffirms Full Year Outlook — KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released financial results1 for its fiscal 2025 first quarter ended September 30, 2024. "We had a good start to the y |
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| October 23, 2024 |
Exhibit 10.1 FOURTH AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT THIS FOURTH AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (this “Fourth Amendment”), dated as of October 18, 2024 (the “Fourth Amendment Effective Date”), is made by and between Emerald Financial Services, LLC, a Delaware limited liability company (“EFS”), and Pathward, N.A. (f/k/a MetaBank, N.A.), a national bank (“Pathward”). RECITALS A.T |
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| October 23, 2024 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): October 18, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| September 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a- |
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| September 25, 2024 |
2024 Proxy Statement and Noce of Annual Meeng of ShareholdersOneH&RBlockWay KansasCity,Missouri64105 NOTICEOFANNUALMEETINGOFSHAREHOLDERS TOBEHELDNOVEMBER6,2024 DateandTime VirtualMeetingSite Wednesday,November6,2024 8:00a. |
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| September 25, 2024 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for |
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| September 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2024 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. 2000 Employee Sto |
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| September 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 17, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Empl |
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| August 15, 2024 |
Exhibit 99.1 News Release For Immediate Release: August 15, 2024 H&R Block Reports FY24 Results; Announces 17% Dividend Increase, & $1.5B Share Repurchase Authorization KANSAS CITY, Mo., August 15, 2024 (GLOBE NEWSWIRE) - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal year ended June 30, 2024. ▪H&R Block reported full year revenue of $3.6 billion ( |
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| August 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exact name of r |
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| August 15, 2024 |
Subsidiaries of the Registrant Exhibit 21 Entity Name Domestic Jurisdiction Aculink Mortgage Solutions, LLC Florida AcuLink of Alabama, LLC Alabama Ada Services Corporation Massachusetts Adora Technologies Holding Aon Unlimited Company Ireland BCB Technology Unlimited Company Ireland BFC Transactions, Inc. |
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| August 15, 2024 |
Exhibit 10.30 THIRD AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT THIS THIRD AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (this “Third Amendment”), dated as of April 1, 2024, is made by and between Emerald Financial Services, LLC, a Delaware limited liability company (“EFS”), and Pathward, N.A. (f/k/a MetaBank, N.A.), a national bank (“Pathward”). RECITALS A.The Parties entered into a Program Management |
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| August 15, 2024 |
H&R Block, Inc. Policy for the Recovery of Erroneously Awarded Compensation Exhibit 97 H&R BLOCK, INC. POLICY FOR THE RECOVERY OF ERRONEOUSLY AWARDED COMPENSATION 1.Purpose. The purpose of this Policy is to describe certain circumstances in which Executive Officers will be required to repay or return Erroneously Awarded Compensation to the Company Group. Each Executive Officer shall sign an acknowledgement or other agreement pursuant to which such Executive Officer will a |
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| August 15, 2024 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) ☐ U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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| August 15, 2024 |
Table 1: Newly Registered and Carry Forward Securities Calculation of Filing Fee Tables S-3 H&R BLOCK INC Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Equity Common Stock of H&R Block, Inc. |
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| August 15, 2024 |
H&R Block, Inc. Insider Trading Policy Exhibit 19.1 H&R Block Insider Trading Policy 1.General The H&R Block, Inc. Insider Trading Policy (this “Policy”) governs the handling of material, nonpublic information regarding H&R Block, Inc. and its subsidiaries (the “Company” or “we”) or other companies with which we deal, and with the buying, selling, and engaging in other transactions (such as purchasing derivative securities, whether or |
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| August 15, 2024 |
As filed with the Securities and Exchange Commission on August 15, 2024 TABLE OF CONTENTS As filed with the Securities and Exchange Commission on August 15, 2024 Registration No. |
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| August 15, 2024 |
Exhibit 4.12 DESCRIPTION OF CAPITAL STOCK The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the “Company,” “we,” “us,” or “our”), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The brief description is based upon our amended an |
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| August 15, 2024 |
LIST OF GUARANTOR AND ISSUER SUBSIDIARIES Exhibit 22 As of June 30, 2024, H&R Block, Inc. |
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| August 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 15, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| August 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 5, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| August 5, 2024 |
Exhibit 99.1 H&R Block Names Tiffany Mason as Next Chief Financial Officer Seasoned finance leader brings extensive consumer services, retail and franchising experience to the tax preparation company KANSAS CITY, Mo., August 5, 2024 – H&R Block, Inc. (NYSE: HRB), a leading provider of global tax preparation, financial products and small business solutions, today announced that Tiffany Mason has be |
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| May 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1- |
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| May 9, 2024 |
Exhibit 99.1 News Release For Immediate Release: May 9, 2024 H&R Block Reports Fiscal 2024 Third Quarter Results; Expects to be Near the High End of FY24 Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2024 third quarter ended March 31, 2024. •For the third quarter, the Company delivered revenue growth of 4%, net income gr |
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| May 9, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 9, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer in |
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| February 13, 2024 |
HRB / H&R Block, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01061-hrblockinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 15)* Name of issuer: H&R Block Inc Title of Class of Securities: Common Stock CUSIP Number: 093671105 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule |
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| February 8, 2024 |
HRB / H&R Block, Inc. / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* H&R BLOCK INC (Name of Issuer) Common Stock (Title of Class of Securities) 093671105 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule |
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| February 6, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 6, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| February 6, 2024 |
Exhibit 99.1 News Release For Immediate Release: February 6, 2024 H&R Block Reports Fiscal 2024 Second Quarter Results; Full Year Outlook Reaffirmed KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2024 second quarter ended December 31, 2023. •Revenue grew 8% as the Company saw a strong end to the extended filing season •The Compan |
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| February 6, 2024 |
H&R Block Chief Financial Officer Tony Bowen Announces Retirement Exhibit 99.1 H&R Block Chief Financial Officer Tony Bowen Announces Retirement KANSAS CITY, Mo. – Feb. 6, 2024 – H&R Block (NYSE: HRB) today announced that Chief Financial Officer Tony Bowen has decided to retire. He is committed to a smooth transition and will remain at the company into September of 2024. “Tony has been a tremendous partner during our transformation and instrumental in guiding th |
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| February 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 1, 2024 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| February 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| November 7, 2023 |
Exhibit 99.1 News Release For Immediate Release: November 7, 2023 H&R Block Reports Fiscal 2024 First Quarter Results; Full Year Outlook Reaffirmed KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2024 first quarter ended September 30, 2023. •First quarter revenue was $183.8 million, an increase of 2% to the prior year •The Company |
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| November 7, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 7, 2023 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| November 7, 2023 |
SECOND AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT THIS SECOND AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (this “Second Amendment”), dated as of October 20, 2023, is made by and between Emerald Financial Services, LLC, a Delaware limited liability company (“EFS”), and Pathward, N. |
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| November 3, 2023 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 3, 2023 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| September 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. 2000 Employee Sto |
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| September 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a- |
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| September 21, 2023 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as perm |
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| September 21, 2023 |
2023 Proxy Statement and Notice of Annual Meeting of ShareholdersOneH&RBlockWay KansasCity,Missouri64105 NOTICEOFANNUALMEETINGOFSHAREHOLDERS TOBEHELDNOVEMBER3,2023 DateandTime VirtualMeetingSite Friday,November3,2023 8:00a. |
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| August 17, 2023 |
LIST OF GUARANTOR AND ISSUER SUBSIDIARIES Exhibit 22 As of June 30, 2022, H&R Block, Inc. |
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| August 17, 2023 |
Exhibit 4.12 DESCRIPTION OF CAPITAL STOCK The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the “Company,” “we,” “us,” or “our”), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The brief description is based upon our amended an |
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| August 17, 2023 |
Subsidiaries of the Registrant Exhibit 21 Entity Name Domestic Jurisdiction Aculink Mortgage Solutions, LLC Florida AcuLink of Alabama, LLC Alabama Ada Services Corporation Massachusetts BFC Transactions, Inc. |
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| August 17, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exact name of r |
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| August 15, 2023 |
H&R Block Reports FY23 Results; Announces a 10% Dividend Increase Exhibit 99.1 News Release For Immediate Release: August 15, 2023 H&R Block Reports FY23 Results; Announces a 10% Dividend Increase KANSAS CITY, Mo., August 15, 2023 (GLOBE NEWSWIRE) - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal year ended June 30, 2023. ▪H&R Block reported full year revenue of $3.5 billion (+0.3% growth), earnings per share from |
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| August 15, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 15, 2023 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| May 30, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 25, 2023 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer i |
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| May 30, 2023 |
Execution Version FIRST AMENDMENT TO FOURTH AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT THIS FIRST AMENDMENT TO FOURTH AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT (the "Amendment"), dated as of May 25, 2023 (the "Amendment Effective Date"), is among BLOCK FINANCIAL LLC, a Delaware limited liability company (the "Borrower"), H&R BLOCK, INC. |
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| May 15, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 11, 2023 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer i |
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| May 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 9, 2023 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer in |
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| May 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1- |
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| May 9, 2023 |
Exhibit 99.1 News Release For Immediate Release: May 9, 2023 H&R Block Reports Fiscal 2023 Third Quarter Results; Provides Update on FY23 KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2023 third quarter ended March 31, 2023. •For the third quarter, the Company delivered revenue of $2.1 billion, an increase of 2%; earnings per sh |
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| February 10, 2023 |
HRB / Block (H.&R.), Inc. / JUPITER ASSET MANAGEMENT LTD - H&R BLOCK INC. Passive Investment SC 13G/A 1 p23-0262sc13ga.htm H&R BLOCK INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 4)* H&R Block Inc. (Name of Issuer) Common Stock, without par value (Title of Class of Securities) 093671105 (CUSIP Number) 12/31/2022 (Date of Event which Requires Filing of this Statement) Check the appropriat |
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| February 9, 2023 |
HRB / Block (H.&R.), Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01027-hrblockinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 14)* Name of issuer: H&R Block Inc. Title of Class of Securities: Common Stock CUSIP Number: 093671105 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rul |
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| February 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| February 7, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 7, 2023 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| February 7, 2023 |
Exhibit 99.1 News Release For Immediate Release: February 7, 2023 H&R Block Reports Fiscal 2023 Second Quarter Results; Reaffirms Full Year Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2023 second quarter ended December 31, 2022. •Revenue grew 5% and the Company saw a strong ending to the 2022 tax season •The Company re |
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| February 6, 2023 |
HRB / Block (H.&R.), Inc. / WELLINGTON MANAGEMENT GROUP LLP - SEC SCHEDULE 13G Passive Investment SC 13G 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* H&R Block, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 093671105 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designa |
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| November 7, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 4, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| November 1, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 1, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 1, 2022 |
Exhibit 99.1 News Release For Immediate Release: November 1, 2022 H&R Block Reports Fiscal 2023 First Quarter Results; Reaffirms Full Year Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2023 first quarter ended September 30, 2022. ?Q1 performance met expectations, and extension conversions increased 5% over the prior year |
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| September 22, 2022 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.??) Filed by the Registrant ? ? ? Filed by a Party other than the Registrant ?? Check the appropriate box: ?? ? ? Preliminary Proxy Statement ?? ? ? Confidential, for Use of the Commission O |
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| September 22, 2022 |
2022 Proxy Statement and Notice of Annual Meeting of ShareholdersOneH&RBlockWay KansasCity,Missouri64105 NOTICEOFANNUALMEETINGOFSHAREHOLDERS TOBEHELDNOVEMBER4,2022 DateandTime VirtualMeetingSite Friday,November4,2022 8:00a. |
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| September 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.??) Filed by the Registrant ? ? ? Filed by a Party other than the Registrant ?? Check the appropriate box: ?? ? ? Preliminary Proxy Statement ?? ? ? Confidential, for Use of the Commission Only (as permitted |
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| September 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K 11-K 1 hrbfy202211-kespp.htm 11-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2022 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 |
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| August 18, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 16, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| August 17, 2022 |
Exhibit 10.1 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (?H&R Block?), and [Participant Name] (?Participant?). WHEREAS, H&R Block provides certain incentive awards (?Awards?) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Ince |
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| August 17, 2022 |
Exhibit 10.2 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (?H&R Block?), and [Participant Name] (?Participant?). WHEREAS, H&R Block provides certain incentive awards (?Awards?) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Inc |
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| August 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 11, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| August 16, 2022 |
LIST OF GUARANTOR AND ISSUER SUBSIDIARIES Exhibit 22 As of June 30, 2022, H&R Block, Inc. |
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| August 16, 2022 |
Subsidiaries of the Registrant Exhibit 21 Entity Name Domestic Jurisdiction Aculink Mortgage Solutions, LLC Florida AcuLink of Alabama, LLC Alabama Ada Services Corporation Massachusetts BFC Transactions, Inc. |
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| August 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exact name of r |
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| August 16, 2022 |
Exhibit 4.12 DESCRIPTION OF CAPITAL STOCK The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the ?Company,? ?we,? ?us,? or ?our?), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?). The brief description is based upon our amended an |
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| August 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 9, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| August 9, 2022 |
Exhibit 99.1 News Release For Immediate Release: August 9, 2022 H&R Block Reports Strong Fiscal 2022 Results; Increases Dividend & Announces New Share Repurchase Authorization KANSAS CITY, Mo., August 9, 2022 (GLOBE NEWSWIRE) - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal year ended June 30, 2022. ?H&R Block reports fiscal year results exceeding |
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| May 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1- |
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| May 10, 2022 |
Exhibit 99.1 News Release For Immediate Release: May 10, 2022 H&R Block Reports Fiscal 2022 Third Quarter Results; Increases Financial Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2022 third quarter ended March 31, 2022. ?The Company increased its fiscal year 2022 outlook due to strong tax season performance ?Third quar |
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| May 10, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 10, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer i |
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| May 10, 2022 |
Exhibit 10.1 H&R BLOCK, INC. EXECUTIVE SEVERANCE PLAN (Amended and Restated effective May 9, 2022) Section 1. Preamble. This amended and restated H&R Block, Inc. Executive Severance Plan was adopted by H&R Block, Inc., a Missouri corporation (?HRB?) and is effective May 9, 2022 (as so amended and restated, the ?Plan?). Except as provided herein, this Plan supersedes all prior agreements, arrangeme |
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| February 10, 2022 |
HRB / Block (H.&R.), Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 13)* Name of issuer: H&R Block Inc. Title of Class of Securities: Common Stock CUSIP Number: 093671105 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ??Rul |
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| February 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| February 4, 2022 |
Exhibit 10.1 H&R BLOCK, INC. DEFERRED COMPENSATION PLAN FOR EXECUTIVES (Amended and Restated Effective January 1, 2022) Purpose H&R Block, Inc. (the ?Company?) maintains the H&R Block, Inc. Deferred Compensation Plan for Executives (?Plan?) and hereby amends and restates the Plan effective January 1, 2022. The purpose of this Plan is to provide specified benefits to a select group of management or |
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| February 3, 2022 |
HRB / Block (H.&R.), Inc. / JUPITER ASSET MANAGEMENT LTD - H&R BLOCK INC. Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 3)* H&R Block Inc. (Name of Issuer) Common Stock, without par value (Title of Class of Securities) 093671105 (CUSIP Number) 12/31/2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule |
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| February 1, 2022 |
Exhibit 99.1 News Release For Immediate Release: February 1, 2022 H&R Block Reports Fiscal 2022 Second Quarter Results; Reiterates Fiscal Year Financial Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2022 second quarter ended December 31, 2021. ?Second quarter revenue grew 12%, demonstrating continued momentum across the |
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| February 1, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 1, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| January 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 6, 2022 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| January 10, 2022 |
Exhibit 99.1 Dara Redler to Join H&R Block as new Chief Legal Officer Company announces General Counsel and Chief Administrative Officer Tom Gerke to retire after 10 years of service KANSAS CITY, Mo. (Jan. 10, 2022) ? H&R Block (NYSE: HRB) today announces that Dara Redler is joining the company as Chief Legal Officer, as current General Counsel and Chief Administrative Officer Tom Gerke announces |
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| December 23, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): December 20, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Emplo |
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| December 23, 2021 |
Exhibit 10.1 Execution Copy FIRST AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT THIS FIRST AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (this ?First Amendment?), dated as of December 20, 2021, is made by and between Emerald Financial Services, LLC, a Delaware limited liability company, and MetaBank, N.A., a national bank. RECITALS A.The Parties entered into a Program Management Agreement on August 5, 202 |
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| November 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 4, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 8, 2021 |
Executive Severance Plan, as approved on November 4, 2021. Exhibit 10.1 H&R BLOCK, INC. EXECUTIVE SEVERANCE PLAN (Amended and Restated effective November 4, 2021) Section 1. Preamble. This amended and restated H&R Block, Inc. Executive Severance Plan was adopted by H&R Block, Inc., a Missouri corporation (?HRB?) and is effective November 4, 2021 (as so amended and restated, the ?Plan?). Except as provided herein, this Plan supersedes all prior agreements, |
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| November 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 4, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| November 4, 2021 |
H&R Block Announces New Five-Year Contract for President and CEO Jeff Jones EXHIBIT 99.1 H&R Block Announces New Five-Year Contract for President and CEO Jeff Jones KANSAS CITY, Mo. Nov. 4, 2021 ? H&R Block (NYSE: HRB) today announced a new employment agreement with President and Chief Executive Officer Jeff Jones for a second five-year term, through November 4, 2026. The Board of Directors is pleased to enter into a new contract with Jones ahead of its expiration, as it |
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| November 4, 2021 |
EXHIBIT 10.1 EXECUTION VERSION November 4, 2021 Mr. Jeffrey J. Jones II c/o H&R Block, Inc. One H&R Block Way Kansas City, Missouri 64105 Re: Employment Agreement Dear Jeff: This is your EMPLOYMENT AGREEMENT (this ?Agreement?) with HRB Professional Resources LLC, a Delaware limited liability company (the ?Company?), and H&R Block, Inc., a Missouri corporation and the indirect parent corporation of |
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| November 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe |
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| November 2, 2021 |
Exhibit 99.1 News Release For Immediate Release: November 2, 2021 H&R Block Reports Fiscal 2022 First Quarter Results; Reiterates Fiscal Year Financial Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2022 first quarter ended September 30, 2021. ?Q1 results demonstrated continued momentum across the business and the Company |
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| November 2, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 2, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| September 17, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. 2000 Employee Sto |
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| September 10, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 9, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Emplo |
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| August 9, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 9, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| August 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from May 1, 2021 to June 30, 2021 Commission fil |
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| August 9, 2021 |
EX-22 2 hrbtransitionperiodex22.htm EX-22 LIST OF GUARANTOR AND ISSUER SUBSIDIARIES Exhibit 22 As of June 30, 2021, H&R Block, Inc. was the guarantor and Block Financial LLC was the issuer of the following: ▪Senior Notes, 5.500%, due November 2022 ▪Senior Notes, 5.250%, due October 2025 ▪Senior Notes, 2.500%, due July 2028 ▪Senior Notes, 3.875%, due August 2030 ▪Fourth Amended and Restated Credit |
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| August 9, 2021 |
SELECT RECAST FINANCIAL RESULTS Exhibit 99.1 Introductory Note On June 9, 2021, the Board of Directors approved a change of the Company's fiscal year end from April 30 to June 30. As a result, the Company's 2022 fiscal year began on July 1, 2021 and will end on June 30, 2022. The change to the fiscal year end had no impact on the Company?s historical consolidated financial position, results of operations, or cash flows. In order |
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| July 29, 2021 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.??) Filed by the Registrant ? ? ? Filed by a Party other than the Registrant ?? Check the appropriate box: ?? ? ? Preliminary Proxy Statement ?? ? ? Confidential, for Use of the Commission O |
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| July 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ?? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e |
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| July 29, 2021 |
2021 Proxy Statement and Notice of Annual Meeting of ShareholdersOneH&RBlockWay KansasCity,Missouri64105 NOTICEOFANNUALMEETINGOFSHAREHOLDERS TOBEHELDSEPTEMBER9,2021 DateandTime VirtualMeetingSite Thursday,September9,2021, 8:00a. |
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| June 30, 2021 |
Exhibit 10.1 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (?H&R Block?), and [Participant Name] (?Participant?). WHEREAS, H&R Block provides certain incentive awards (?Awards?) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Ince |
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| June 30, 2021 |
Exhibit 10.3 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (?H&R Block?), and [Participant Name] (?Participant?). WHEREAS, H&R Block provides certain incentive awards (?Awards?) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Ince |
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| June 30, 2021 |
Exhibit 10.2 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (?H&R Block?), and [Participant Name] (?Participant?). WHEREAS, H&R Block provides certain incentive awards (?Awards?) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Inc |
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| June 30, 2021 |
Exhibit 10.4 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (?H&R Block?), and [Participant Name] (?Participant?). WHEREAS, H&R Block provides certain incentive awards (?Awards?) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Inc |
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| June 30, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 25, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| June 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 22, 2021 H&R BLOCK INC (Exact name of registrant as specified in charter) Missouri 001-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| June 25, 2021 |
Exhibit 4.1 FOURTH SUPPLEMENTAL INDENTURE THIS FOURTH SUPPLEMENTAL INDENTURE, dated as of June 25, 2021, is among BLOCK FINANCIAL LLC (formerly known as Block Financial Corporation), a Delaware limited liability company (the ?Company?), H&R BLOCK, INC., a Missouri corporation (?Block?), DEUTSCHE BANK TRUST COMPANY AMERICAS (formerly known as Bankers Trust Company), as trustee under the Indenture r |
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| June 25, 2021 |
Exhibit 4.2 BLOCK FINANCIAL LLC OFFICERS? CERTIFICATE The undersigned, Tony G. Bowen, President of Block Financial LLC, a Delaware limited liability company (f/k/a Block Financial Corporation, the ?Issuer?), and Daniel J. White, Vice President, Corporate Tax and Treasurer of the Issuer, do hereby certify that, pursuant to the Indenture, dated as of October 20, 1997 (the ?Base Indenture?), among th |
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| June 25, 2021 |
Exhibit 1.1 BLOCK FINANCIAL LLC (a Delaware limited liability company) $500,000,000 2.500% Notes due 2028 UNDERWRITING AGREEMENT Dated: June 22, 2021 BLOCK FINANCIAL LLC (a Delaware limited liability company) UNDERWRITING AGREEMENT June 22, 2021 BofA Securities, Inc. One Bryant Park New York, New York 10036 J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 As Representatives o |
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| June 24, 2021 |
CALCULATION OF REGISTRATION FEE 424B2 1 nt10025763x4424b2.htm 424B2 TABLE OF CONTENTS Filed Pursuant to Rule 424(b)(2) Registration Nos. 333-257271 and 333-257271-01 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Registered Maximum Aggregate Offering Price Amount of Registration Fee(1) 2.500% Senior Notes due 2028 $500,000,000 $54,550 Guarantees of 2.500% Senior Notes due 2028(2) — — (1) Calculated in ac |
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| June 22, 2021 |
As filed with the Securities and Exchange Commission on June 22, 2021 TABLE OF CONTENTS As filed with the Securities and Exchange Commission on June 22, 2021 Registration No. |
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| June 22, 2021 |
TABLE OF CONTENTS Filed pursuant to Rule 424(b)(5) Registration No. 333-257271 and 333-257271-01 Information contained in this prospectus supplement and the accompanying prospectus is not complete and may be changed. This prospectus supplement and the accompanying prospectus are not an offer to buy these securities in any jurisdiction where the offer or sale is not permitted. Subject to Completion |
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| June 22, 2021 |
FWP 1 nt10025763x3fwp.htm FWP Filed pursuant to Rule 433 Free Writing Prospectus dated June 22, 2021 Registration Statement Nos. 333-257271 and 333-257271-01 $500,000,000 BLOCK FINANCIAL LLC 2.500% NOTES DUE 2028 FULLY AND UNCONDITIONALLY GUARANTEED BY H&R BLOCK, INC. This term sheet to the preliminary prospectus supplement dated June 22, 2021 (the “Preliminary Prospectus Supplement”) should be re |
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| June 22, 2021 |
EX-25.1 4 nt10025763x1ex25-1.htm EXHIBIT 25.1 Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) ☐ U.S. BANK NATIONAL ASSOCIATION (Exact name of Trustee as specified in i |
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| June 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exact name of |
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| June 15, 2021 |
List of Guarantor and Issuer Subsidiaries. LIST OF GUARANTOR AND ISSUER SUBSIDIARIES Exhibit 22 As of April 30, 2021, H&R Block, Inc. |
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| June 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 11, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| June 15, 2021 |
H&R Block Reports Strong Fiscal 2021 Results; Increases Dividend Exhibit 99.1 News Release For Immediate Release: June 15, 2021 H&R Block Reports Strong Fiscal 2021 Results; Increases Dividend ?The Company achieved robust growth across total filing volumes, total market share, Assisted filings and market share, and Do-It-Yourself (DIY) revenue in the 2021 tax season. When including total tax season performance through the May 17, 2021 filing deadline, the Compa |
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| June 15, 2021 |
Exhibit 10.17 H&R BLOCK SEVERANCE PLAN (Amended and Restated May 15, 2021) The H&R Block Severance Plan (the ?Plan?) is a welfare benefit plan established by H&R Block Management, LLC to provide severance pay and benefits to certain employees of designated affiliates of H&R Block, Inc. to compensate for the involuntary loss of employment, subject to the terms and conditions set forth herein. The a |
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| June 15, 2021 |
EX-10.1 2 a2021-clocxjpmcx4tharcredi.htm EX-10.1 Exhibit 10.1 Execution Version FOURTH AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT Dated as of June 11, 2021 among BLOCK FINANCIAL LLC as the Borrower H&R BLOCK, INC. as the Guarantor JPMORGAN CHASE BANK, N.A. as Administrative Agent, Issuing Bank and Swingline Lender The Lenders Party Hereto BANK OF AMERICA, N.A. PNC BANK, NATIONAL ASSOCIATI |
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| June 15, 2021 |
Exhibit 4.12 DESCRIPTION OF CAPITAL STOCK The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the ?Company,? ?we,? ?us,? or ?our?), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?). The brief description is based upon our amended an |
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| June 15, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 15, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| June 15, 2021 |
Subsidiaries of the Registrant Exhibit 21 Entity Name Domestic Jurisdiction Aculink Mortgage Solutions, LLC Florida AcuLink of Alabama, LLC Alabama Ada Services Corporation Massachusetts BFC Transactions, Inc. |
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| May 24, 2021 |
Exhibit 99.1 News Release For Immediate Release: May 24, 2021 H&R Block Reports Strong Tax Season Volume; Increases Market Share Financial Outlook Updated; Fiscal 2021 Results to be Released June 15, 2021 KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the ?Company? or ?H&R Block?) today released preliminary results for the 2021 U.S. tax season, reflecting strong growth in tax return volume and es |
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| May 24, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 24, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer i |
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| March 31, 2021 |
FOR IMMEDIATE RELEASE March 31, 2021 Mia Mends and Sean Cohan Join H&R Block’s Board of Directors Company’s new board members bring backgrounds focused on transformation and growth KANSAS CITY, Mo. |
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| March 31, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 29, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| March 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 18, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| March 9, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| March 9, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 9, 2021 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| March 9, 2021 |
Exhibit 99.1 News Release For Immediate Release: March 9, 2021 H&R Block Reports Fiscal 2021 Third Quarter Results; Reiterates Fiscal Year Financial Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results1 for the fiscal 2021 third quarter ended January 31, 2021. ?Company reiterates its revenue growth and earnings outlook for the fiscal year. ?Fiscal third quart |
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| February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 12)* Name of issuer: H&R Block Inc. Title of Class of Securities: Common Stock CUSIP Number: 093671105 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rul |
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| February 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2)* H&R Block Inc. (Name of Issuer) Common Stock, without par value (Title of Class of Securities) 093671105 (CUSIP Number) 12/31/2020 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which |
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| December 8, 2020 |
H&R Block To Introduce Next Phase of Strategic Transformation at Virtual Investor Day Exhibit 99.2 News Release For Immediate Release: December 8, 2020 H&R Block To Introduce Next Phase of Strategic Transformation at Virtual Investor Day KANSAS CITY, Mo., (GLOBE NEWSWIRE) – Today, H&R Block, Inc. (NYSE: HRB) will introduce its Block Horizons strategy, the next phase of the company’s strategic transformation. This builds on previous work to strengthen the company’s foundation, and w |
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| December 8, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| December 8, 2020 |
Exhibit 99.1 News Release For Immediate Release: December 8, 2020 H&R Block Reports Revenue Growth in Fiscal 2021 Second Quarter KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results1 for the fiscal 2021 second quarter ended October 31, 2020. •Fiscal second quarter revenue growth of 10% to $177 million resulted from higher tax return volume in the U.S. and Canada, and |
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| December 8, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): December 8, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| September 28, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2020 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. 2000 Employee Sto |
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| September 14, 2020 |
Submission of Matters to a Vote of Security Holders - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 10, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Empl |
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| September 3, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-0 |
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| September 3, 2020 |
Exhibit 10.1 PROGRAM MANAGEMENT AGREEMENT By and Between EMERALD FINANCIAL SERVICES, LLC and METABANK, N.A. Dated as of August 5, 2020 TABLE OF CONTENTS Page Article 1 DEFINITIONS; ORDER OF PRECEDENCE; RULES OF INTERPRETATION 2 Section 1.1 Definitions 2 Section 1.2 Order of Precedence 14 Section 1.3 Rules of Interpretation 14 Article 2 PROGRAM DESCRIPTION 15 Section 2.1 The Program 15 Section 2.2 |
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| September 1, 2020 |
Exhibit 99.1 News Release For Immediate Release: September 1, 2020 H&R Block Announces Fiscal 2021 First Quarter Results KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results1 for the fiscal 2021 first quarter ended July 31, 2020. • Strong finish to the tax season resulted in total U.S. tax filing growth of 3.3%2. • Fiscal first quarter financial results improved sign |
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| September 1, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 1, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Emplo |
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| August 7, 2020 |
Exhibit 4.2 BLOCK FINANCIAL LLC OFFICERS’ CERTIFICATE The undersigned, Tony G. Bowen, President of Block Financial LLC, a Delaware limited liability company (f/k/a Block Financial Corporation, the “Issuer”), and Joel L. Campbell, Vice President and Treasurer of the Issuer, do hereby certify that, pursuant to the Indenture, dated as of October 20, 1997 (the “Base Indenture”), among the Issuer, H&R |
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| August 7, 2020 |
Exhibit 4.1 THIRD SUPPLEMENTAL INDENTURE THIS THIRD SUPPLEMENTAL INDENTURE, dated as of August 7, 2020, is among BLOCK FINANCIAL LLC (formerly known as Block Financial Corporation), a Delaware limited liability company (the “Company”), H&R BLOCK, INC., a Missouri corporation (“Block”), DEUTSCHE BANK TRUST COMPANY AMERICAS (formerly known as Bankers Trust Company), as trustee under the Indenture re |
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| August 7, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 4, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| August 7, 2020 |
Exhibit 1.1 EXECUTION VERSION BLOCK FINANCIAL LLC (a Delaware limited liability company) $650,000,000 3.875% Notes due 2030 UNDERWRITING AGREEMENT Dated: August 4, 2020 BLOCK FINANCIAL LLC (a Delaware limited liability company) UNDERWRITING AGREEMENT August 4, 2020 J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 BofA Securities, Inc. One Bryant Park New York, New York 10036 |
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| August 5, 2020 |
TABLE OF CONTENTS Filed Pursuant to Rule 424(b)(2) Registration Nos. 333-228407 and 333-228407-01 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Registered Maximum Aggregate Offering Price Amount of Registration Fee(1) 3.875% Senior Notes due 2030 $650,000,000 $84,370 Guarantees of 3.875% Senior Notes due 2030(2) — — (1) Calculated in accordance with Rule 457(r) of the Sec |
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| August 5, 2020 |
Entry into a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 5, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| August 4, 2020 |
Filed pursuant to Rule 433 Free Writing Prospectus dated August 4, 2020 Registration Statement Nos. |
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| August 4, 2020 |
Subject to Completion Preliminary Prospectus Supplement dated August 4, 2020 TABLE OF CONTENTS Information contained in this prospectus supplement and the accompanying prospectus is not complete and may be changed. |
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| July 31, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e |
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| July 31, 2020 |
2020 Proxy Statement and Notice of Annual Meeting of ShareholdersOne H&R Block Way Kansas City, Missouri 64105 NOTICEOFANNUALMEETINGOFSHAREHOLDERS TOBEHELDSEPTEMBER10,2020 The annual meeting of shareholders of H&R Block, Inc. |
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| July 31, 2020 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as perm |
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| July 28, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 28, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| July 28, 2020 |
Exhibit 99.1 News Release For Immediate Release: July 28, 2020 H&R Block Reports Tax Return Volume Through July 17; Fiscal 2021 First Quarter Results to be Released September 1 KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its preliminary results for the recent U.S. tax season that was extended due to the coronavirus pandemic. Total U.S. tax returns prepared by or through H&R Block |
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| July 17, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 15, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| July 7, 2020 |
Termination of a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 1, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer i |
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| June 17, 2020 |
Subsidiaries of the Registrant Exhibit 21 Entity Name Domestic Jurisdiction Aculink Mortgage Solutions, LLC Florida AcuLink of Alabama, LLC Alabama Ada Services Corporation Massachusetts BFC Transactions, Inc. |
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| June 17, 2020 |
Exhibit 4.10 DESCRIPTION OF CAPITAL STOCK The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the “Company,” “we,” “us,” or “our”), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The brief description is based upon our amended an |
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| June 17, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exact name of |
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| June 17, 2020 |
List of Guarantor and Issuer Subsidiaries. LIST OF GUARANTOR AND ISSUER SUBSIDIARIES Exhibit 22 As of April 30, 2020, H&R Block, Inc. |
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| June 16, 2020 |
Exhibit 99.1 News Release For Immediate Release: June 16, 2020 H&R Block Reports Fiscal 2020 Results ▪ Impacts of the COVID-19 pandemic and the extension of the U.S. federal tax filing deadline until July 15th resulted in lower fiscal 2020 revenue and earnings compared to the prior year. ▪ The company ended the fiscal year with $2.7 billion1 in cash and announced a quarterly dividend of $0.26 per |
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| June 16, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 16, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| May 15, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 15, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer i |
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| March 26, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 26, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| March 26, 2020 |
H&R Block provides an update on the impact from the novel coronavirus (COVID-19) Exhibit 99.1 News Release For Immediate Release: March 26, 2020 H&R Block provides an update on the impact from the novel coronavirus (COVID-19) KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today provided the following business update amidst the rapidly evolving novel coronavirus (COVID-19) situation. “The coronavirus pandemic is changing every aspect of our lives,” said Jeff Jones, H&R Block’s |
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| March 18, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 17, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| March 9, 2020 |
Exhibit 10.1 H&R BLOCK, INC. 2000 EMPLOYEE STOCK PURCHASE PLAN (as amended and restated effective January 1, 2020) SECTION 1. PURPOSE OF PLAN The H&R Block, Inc. 2000 Employee Stock Purchase Plan (the "Plan") is designed to encourage and assist employees of the subsidiaries of H&R Block, Inc. (collectively H&R Block, Inc. ("Block") and such subsidiaries shall be referred to as the "Company") to ac |
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| March 9, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| March 5, 2020 |
Exhibit 99.1 News Release For Immediate Release: March 5, 2020 H&R Block Announces Fiscal 2020 Third Quarter Results; Reiterates Fiscal Year Financial Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its U.S. tax return volume through February 28, 2020 and financial results for the fiscal 2020 third quarter ended January 31, 2020. The company normally reports a fiscal third qu |
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| March 5, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): March 5, 2020 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| February 13, 2020 |
HRB / Block (H.&R.), Inc. / JUPITER ASSET MANAGEMENT LTD - H&R BLOCK, INC. Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* H&R Block, Inc. (Name of Issuer) Common Stock, without par value (Title of Class of Securities) 093671105 (CUSIP Number) 12/31/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedul |
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| February 11, 2020 |
HRB / Block (H.&R.), Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 11)* Name of issuer: H&R Block Inc Title of Class of Securities: Common Stock CUSIP Number: 093671105 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule |
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| December 20, 2019 |
HRB / Block (H.&R.), Inc. / JUPITER ASSET MANAGEMENT LTD - H&R BLOCK, INC. Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* H&R Block, Inc. (Name of Issuer) Common Stock, without par value (Title of Class of Securities) 093671105 (CUSIP Number) 12/12/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is |
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| December 6, 2019 |
Exhibit 10.1 H&R BLOCK, INC. EXECUTIVE SEVERANCE PLAN (Amended and Restated effective November 7, 2019) The H&R Block, Inc. Executive Severance Plan was adopted by H&R Block, Inc., a Missouri corporation (“HRB”) effective as of May 12, 2009. This amendment and restatement is effective November 7, 2019 (as so amended and restated, the “Plan”). Section 1. Purpose. The Company considers the establish |
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| December 6, 2019 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number |
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| December 4, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): December 4, 2019 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| December 4, 2019 |
Exhibit 99.1 News Release For Immediate Release: December 4, 2019 H&R Block Announces Fiscal 2020 Second Quarter Results and Reiterates Fiscal Year Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results for the fiscal 2020 second quarter ended October 31, 2019. The company normally reports a fiscal second quarter loss due to the seasonality of its tax business. |
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| November 7, 2019 |
Exhibit 99.1 FOR IMMEDIATE RELEASE November 7, 2019 H&R Block Announces Addition to its Board of Directors Anu Gupta, Chief Operating Officer of Jyve Corp. brings background in innovation and operational excellence KANSAS CITY, Mo. - H&R Block (NYSE: HRB) announced today the appointment of Anuradha (Anu) Gupta, Chief Operating Officer of Jyve Corp. to its Board of Directors effective immediately, |
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| November 7, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): November 7, 2019 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employ |
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| September 19, 2019 |
HRB / Block (H.&R.), Inc. 11-K - - 11-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. 2000 Employee Sto |
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| September 12, 2019 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 12, 2019 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Empl |
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| September 6, 2019 |
Exhibit 10.8 Amended and Restated H&R Block Executive Performance Plan (As Amended and Restated on June 20, 2019) Article 1. General. Section 1.1 Purposes. The purposes of the H&R Block Executive Performance Plan (the “Plan”) are to attract and retain highly qualified individuals as executive officers; to obtain from each the best possible performance in order to achieve particular business object |
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| September 6, 2019 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-0 |
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| August 28, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): August 28, 2019 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employe |
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| August 28, 2019 |
Exhibit 99.1 News Release For Immediate Release: August 28, 2019 H&R Block Announces Fiscal 2020 First Quarter Results KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results for the fiscal 2020 first quarter ended July 31, 2019. The company normally reports a fiscal first quarter loss due to the seasonality of its tax business. The fiscal first quarter typically repres |
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| July 31, 2019 |
HRB / Block (H.&R.), Inc. DEFA14A - - DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e |
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| July 31, 2019 |
PDF OF NOTICE AND PROXY STATEMENT 2019 Proxy Statement and Notice of Annual Meeting of ShareholdersOneH&RBlockWay KansasCity,Missouri64105 NOTICEOFANNUALMEETINGOFSHAREHOLDERS TOBEHELDSEPTEMBER12,2019 TheannualmeetingofshareholdersofH&RBlock,Inc. |
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| July 31, 2019 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permi |
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| July 1, 2019 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 28, 2019 H&R BLOCK, INC. (Exact name of registrant as specified in charter) MISSOURI 1-06089 44-0607856 (State or other jurisdiction of (Commission File Number) (I.R.S. Employer |
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| July 1, 2019 |
H&R Block Completes Acquisition of Wave Financial Exhibit 99.1 News Release For Immediate Release: July 1, 2019 H&R Block Completes Acquisition of Wave Financial KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today announced that it has completed its previously announced acquisition of Wave HQ Inc. (formerly known as Wave Financial Inc., “Wave”), a rapidly growing financial solutions platform focused on changing the way small business owners mana |
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| June 24, 2019 |
Exhibit 10.2 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Inc |
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| June 24, 2019 |
Exhibit 10.1 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Incentiv |
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| June 24, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 20, 2019 H&R BLOCK, INC. (Exact name of registrant as specified in charter) Missouri (State or other jurisdiction of Incorporation or organization) 1-06089 (Commission File Numbe |
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| June 24, 2019 |
Exhibit 10.7 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Ince |
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| June 24, 2019 |
Exhibit 10.4 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Incentiv |
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| June 24, 2019 |
Exhibit 10.6 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Ince |
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| June 24, 2019 |
Exhibit 10.5 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Inc |
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| June 24, 2019 |
Exhibit 10.3 H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”). WHEREAS, H&R Block provides certain incentive awards (“Awards”) to key employees of subsidiaries of H&R Block under the H&R Block, Inc. 2018 Long Term Ince |
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| June 14, 2019 |
Exhibit 4.10 DESCRIPTION OF CAPITAL STOCK The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the “Company,” “we,” “us,” or “our”), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The brief description is based upon our amended an |
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| June 14, 2019 |
Subsidiaries of the Registrant Exhibit 21 Entity Name Domestic Jurisdiction Aculink Mortgage Solutions, LLC Florida AcuLink of Alabama, LLC Alabama Ada Services Corporation Massachusetts BFC Transactions, Inc. |
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| June 14, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 30, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exa |
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| June 11, 2019 |
Exhibit 2.1 EXECUTION VERSION SHARE PURCHASE AGREEMENT BY AND AMONG BLUE FOUNTAINS INTERNATIONAL, ULC, HRB TAX GROUP, INC., WAVE FINANCIAL INC., THE SHAREHOLDERS OF WAVE FINANCIAL INC., AND SHAREHOLDER REPRESENTATIVE SERVICES LLC (SOLELY IN ITS CAPACITY AS SHAREHOLDERS’ REPRESENTATIVE HEREUNDER) DATED JUNE 10, 2019 Table of Contents Page ARTICLE I DEFINITIONS 2 Section 1.1. Definitions 2 Section 1 |
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| June 11, 2019 |
Exhibit 99.1 News Release For Immediate Release: June 11, 2019 H&R Block Enters into Agreement to Acquire Wave Financial, a Small Business Financial Solutions Platform • Compelling acquisition of a highly compatible business will accelerate H&R Block’s strategy in the large and expanding small business market, providing new growth opportunities. • Wave provides accounting, invoicing, payroll, and |
