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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 30, 2026Reported sale · Form 4Mark J. Darling, Chief Retail Officer · $109.9KOpen the filing ↗
- Sep 30, 2026Notice of sale · Form 144Darling Mark J. · Officer · $109.9KOpen the filing ↗
- Aug 14, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record2,1359 flagged findings
Reported transactions (Form 4)42since Aug 31, 2025 · and 3 other holdings
Corporate events (8-K)30since Mar 22, 2021
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
H&R Block, Inc., or H&R Block, is an American tax preparation company operating in Canada, the United States, and Australia. The company was founded in 1955 in Kansas City, Missouri, by brothers Henry W. Bloch and Richard Bloch.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-06capital return (buybacks/dividends)recentOpen filing ↗“…March 31, 2026, we repurchased $400.1 million of our common stock at an average price of $50.90 per share, excluding excise taxes…”
+1 more passage from the same document
- “…February 28 — $ 30.62 — $ 700,000 March 1 - March 31 — $ — — $ 700,000 1 $ 41.52 — (1) We purchased approximately 1 thousand shares…”
- 2026-02-05capital return (buybacks/dividends)recentOpen filing ↗“…31, 2025, we repurchased $400.1 million of our common stock at an average price of $50.90 per share, excluding excise taxes in…”
+1 more passage from the same document
- “…1 $ 50.46 — $ 700,000 December 1 - December 31 1 $ 42.10 — $ 700,000 5 $ 48.80 — (1) We purchased approximately 5 thousand shares in…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 2,135)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 2, 26Form 4 ↗Insider transaction
- Sep 30, 26Form 144 ↗Notice of proposed sale
- Sep 29, 26DEFA14A ↗Shareholder meeting and votes
- Sep 29, 26DEF 14A ↗Shareholder meeting and votes
Insider transaction · 8 Form 4 filingsshow all 8hide
- Aug 14, 268-K ↗Current report · A senior executive left or was appointed
- Aug 14, 2610-K ↗Annual report
- Aug 12, 26SCHEDULE 13G ↗Passive stake · AQR Capital Management, LLC · 7.6% · event on Jun 30, 26
- Aug 11, 268-K ↗Current report · Results · Communication to the market
- Jul 31, 26SCHEDULE 13G/A ↗Passive stake · Vanguard Portfolio Management · 5.0% · event on Jun 30, 26 · amendment
- May 6, 2610-Q ↗Quarterly report
- May 6, 268-K ↗Current report · Results
- Apr 30, 26SCHEDULE 13G ↗Passive stake · Vanguard Capital Management · 5.2% · event on Mar 31, 26
- Apr 29, 26SCHEDULE 13G ↗Passive stake · Vanguard Portfolio Management · 5.8% · event on Mar 31, 26
- Mar 27, 26SCHEDULE 13G/A ↗Passive stake · amendment
- Feb 5, 26SCHEDULE 13G/A ↗Passive stake · FMR LLC · 11.5% · event on Dec 31, 25 · amendment
2,135 filings on record, the oldest from Feb 14, 94.
Listing the 25 most recent filings of the 2,135 on record.
1317892
3 senior executive changes2025 – 2026show all 3hide
- Aug 14, 26A senior executive left or was appointed8-K 5.02 ↗
- Jan 22, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 19, 25A senior executive left or was appointed8-K/A 5.02 ↗
- Aug 26, 25Took on a new financial obligation+2 more in the same filing8-K 2.03 ↗
- Aug 25, 25Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Aug 15, 25A senior executive left or was appointed8-K 5.02 ↗
- Aug 11, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 15, 25Took on a new financial obligation+2 more in the same filing8-K 2.03 ↗
- Oct 23, 24Entered a material agreement+1 more in the same filing8-K 1.01 ↗
3 senior executive changes2024show all 3hide
- Sep 20, 24A senior executive left or was appointed8-K 5.02 ↗
- Aug 5, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Feb 6, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 30, 23Entered a material agreement+2 more in the same filing8-K 1.01 ↗
4 senior executive changes2022 – 2023show all 4hide
- May 15, 23A senior executive left or was appointed8-K 5.02 ↗
- Aug 18, 22A senior executive left or was appointed8-K 5.02 ↗
- Aug 17, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 10, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Dec 23, 21Entered a material agreement+1 more in the same filing8-K 1.01 ↗
3 senior executive changes2021show all 3hide
- Nov 8, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 4, 21A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 30, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
4 older filings not shown · The record reaches back to Sep 10, 04.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Apr 25, 12Restructuring plan with committed costs+3 more in the same filing8-K 2.05 ↗
- Aug 24, 11Write-down of assets+1 more in the same filing8-K 2.06 ↗
- May 19, 10Restructuring plan with committed costs+2 more in the same filing8-K 2.05 ↗
- Dec 4, 07Restructuring plan with committed costs+4 more in the same filing8-K 2.05 ↗
- Sep 11, 07Restructuring plan with committed costs8-K/A 2.05 ↗
- Aug 9, 07Restructuring plan with committed costs+1 more in the same filing8-K 2.05 ↗
- May 17, 07Restructuring plan with committed costs8-K 2.05 ↗
- Apr 20, 07Write-down of assets+4 more in the same filing8-K 2.06 ↗
- Apr 19, 07Write-down of assets+3 more in the same filing8-K 2.06 ↗
- Mar 30, 06Past accounts declared unreliable and being restated8-K/A 4.02 ↗
The full record holds 13 stress filings.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- FMR LLC11.5%Dec 31, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
- AQR Capital Management, LLC7.6%Jun 30, 26SCHEDULE 13G ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
- Vanguard Capital Management5.2%Mar 31, 26SCHEDULE 13G ↗
- Vanguard Portfolio Management5.0%Jun 30, 26SCHEDULE 13G/A ↗1 earlier filing
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Sep 30, Darling Mark J. filed notice of intent to sell up to $110K.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $110K on Sep 30, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
Stock compensation, tax and giftsshow the 37 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Aug 31, 26Compensationamount n/aApril M. WasleskiVP & Chief Acct Officer↗
- Aug 31, 26Tax$21KApril M. WasleskiVP & Chief Acct Officer↗
- Aug 31, 26Compensationamount n/aDara S RedlerChief Legal & Admin. Officer↗
- Aug 31, 26Tax$631KDara S RedlerChief Legal & Admin. Officer↗
- Aug 31, 26Compensationamount n/aTiffany L MasonChief Financial Officer↗
- Aug 31, 26Tax$181KTiffany L MasonChief Financial Officer↗
- Aug 31, 26Compensationamount n/aScott ManuelChief Strategy & Operations Of↗
- Aug 31, 26Tax$193KScott ManuelChief Strategy & Operations Of↗
- Aug 31, 26Compensationamount n/aMark J. DarlingChief Retail Officer↗
- Aug 31, 26Tax$213KMark J. DarlingChief Retail Officer↗
- Aug 31, 26Compensationamount n/aCurtis A CampbellPresident & CEO↗
- Aug 31, 26Tax$146KCurtis A CampbellPresident & CEO↗
- Aug 12, 26Compensationamount n/aMark J. DarlingChief Retail Officer↗
- Aug 12, 26Compensationamount n/aDara S RedlerChief Legal & Admin. Officer↗
- Jul 8, 26Tax$438Curtis A CampbellPresident & CEO↗
- Jun 3, 26Tax$39KCurtis A CampbellPresident & CEO↗
- Jan 22, 26Compensationamount n/aGeralyn Breig↗
- Jan 22, 26Compensationamount n/aChristian H. Charnaux↗
- Jan 22, 26Compensationamount n/aStephanie Plaines↗
- Jan 5, 26Compensationamount n/aCurtis A CampbellPresident & CEO↗
- Jan 5, 26Compensationamount n/aMark J. DarlingChief Retail Officer↗
- Nov 19, 25Compensation$3.8MJeffrey J Jones IIPresident & CEO↗
- Nov 19, 25Giftamount n/aJeffrey J Jones IIPresident & CEO↗
- Nov 12, 25Compensation$4.3MJeffrey J Jones IIPresident & CEO↗
- Nov 5, 25Compensationamount n/aMatthew E Winter↗
- Nov 5, 25Compensationamount n/aVICTORIA REICH↗
- Nov 5, 25Compensationamount n/aMia Mends↗
- Nov 5, 25Compensationamount n/aRichard A Johnson↗
- Nov 5, 25Compensationamount n/aAnuradha Gupta↗
- Nov 5, 25Compensationamount n/aRobert A Gerard↗
- Nov 5, 25Compensationamount n/aSean Cohan↗
- Nov 1, 25Compensationamount n/aApril M. WasleskiVP & Chief Acct Officer↗
- Aug 31, 25Compensationamount n/aCurtis A CampbellPres, GCT & Chief Product Off↗
- Aug 31, 25Tax$56KCurtis A CampbellPres, GCT & Chief Product Off↗
- Aug 31, 25Compensationamount n/aJeffrey J Jones IIPresident & CEO↗
- Aug 31, 25Tax$3.5MJeffrey J Jones IIPresident & CEO↗
- Aug 31, 25Compensationamount n/aTiffany L MasonExecutive VP, Finance↗
The full record holds 121 transactions and goes back to Feb 1, 23.
Its sector and its market
H&R Block Inc. among Consumer Discretionary companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
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- 250 clean closes in the period.
- SEC records
- 2,135 documents on file, from Feb 14, 1994 to Oct 2, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
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