SEC Form 4 · Updated Daily
HRB
— H & R BLOCK, INC. OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| Jones Jeffrey J II | Director · Officer | 1,035,130.842 | 2025-11-19 | M |
| COBB WILLIAM C | Director · Officer | 499,420.04 | 2017-07-03 | A |
| Gerard Robert A | Director | 316,261.589 | 2025-11-05 | A |
| ERNST MARK A | Director | 306,484.24 | 2007-10-19 | M |
| DUBRISH ROBERT E | Officer | 236,439 | 2007-07-02 | M |
| Macfarlane Gregory J | Officer | 120,259.61 | 2016-12-09 | F |
| REICH VICTORIA | Director | 116,362.364 | 2025-11-05 | A |
| LEWIS DAVID B | Director | 113,969.16 | 2020-09-10 | A |
| ALLANSON THOMAS A | Officer | 112,363 | 2008-07-30 | M |
| GERKE THOMAS A | Director | 105,481.54 | 2021-08-31 | A |
| ROHDE BRUCE | Director | 101,263.96 | 2020-09-10 | A |
| Brown Jeffrey | Officer | 98,521.38 | 2016-07-01 | A |
| BLOCH THOMAS M | Director | 92,282.13 | 2009-11-02 | A |
| Campbell Curtis A | Officer | 92,116.261 | 2026-08-31 | A |
| Johnson Richard A | Director | 91,276.805 | 2025-11-05 | A |
| SEIP TOM D | Director | 91,027.85 | 2017-09-14 | A |
| Orosco Karen A | Officer | 89,732.71 | 2022-09-07 | S |
| Bowen Tony G | Officer | 89,341.28 | 2024-08-31 | F |
| Brown Paul J | Director | 81,679.41 | 2020-09-10 | A |
| HALE ROGER W | Director | 78,301.22 | 2008-07-01 | M |
| Redler Dara S | Officer | 70,454.697 | 2026-08-31 | A |
| Houseworth Jason | Officer | 70,449.55 | 2016-07-18 | A |
| Nadon Steven | Officer | 64,972 | 2006-07-19 | S |
| SPAETH NICHOLAS J | Officer | 61,255.25 | 2006-10-02 | J |
| Breeden Richard C | Director | 60,562.26 | 2010-11-01 | A |
| Winter Matthew E | Director | 59,082.775 | 2025-11-05 | A |
| Agar Richard K | Officer | 48,149.71 | 2011-09-30 | F |
| Woram Brian J | Officer | 45,920 | 2009-10-01 | A |
| Gupta Anuradha | Director | 43,279.892 | 2025-11-05 | A |
| WRIGHT JAMES F | Director | 40,676.49 | 2017-06-28 | S |
| Gokey Timothy C | Director · Officer | 39,367 | 2008-10-01 | A |
| Mason Tiffany L | Officer | 36,379.771 | 2026-08-31 | A |
| SHULMAN BECKY S | Director | 35,565.02 | 2009-07-02 | A |
| Manuel Scott | Officer | 35,158.067 | 2026-08-31 | A |
| Lauer Len J | Director | 33,547.66 | 2010-11-01 | A |
| ECTON DONNA R | Director | 31,238.99 | 2007-07-02 | A |
| Archon Angela N | Director | 28,804.14 | 2019-09-12 | A |
| Cohan Sean | Director | 28,427.927 | 2025-11-05 | A |
| Mends Mia | Director | 28,427.927 | 2025-11-05 | A |
| TAIT STEVEN | Officer | 28,417 | 2008-06-30 | F |
| Piazza Yolande G | Director | 28,187.07 | 2023-11-03 | A |
| SMYTH RUSSELL P | Director · Officer | 28,095 | 2009-10-01 | A |
| SMITH LOUIS W | Director | 27,753 | 2007-07-02 | A |
| Mazzini Phil | Officer | 26,307.43 | 2011-09-30 | F |
| Logerwell Kellie J | Officer | 25,073.468 | 2025-08-31 | A |
| Knight Delos (Kip) L III | Officer | 24,510.32 | 2015-12-03 | F |
| SHAW L EDWARD JR | Director | 23,547.66 | 2010-11-01 | A |
| Ellison Marvin R | Director | 22,752.63 | 2013-09-12 | A |
| Darling Mark J. | Officer | 21,588.146 | 2026-09-30 | S |
| West Marc | Officer | 17,477.79 | 2008-04-04 | S |
| Ehrlich Susan | Officer | 17,394 | 2013-06-30 | A |
| Collins Kathryn M | Officer | 17,372.35 | 2017-07-18 | S |
| ANDREWS CHARLES ELLIOTT | Director | 15,000 | 2010-03-12 | P |
| BENNETT ALAN M | Director | 14,885.99 | 2010-09-13 | P |
| Turtledove Robert J | Officer | 14,420 | 2010-10-01 | A |
| WILKINS RAYFORD JR | Director | 13,479 | 2007-08-31 | A |
| MCDOUGALL LINDA M | Officer | 12,121.38 | 2005-12-29 | P |
| CHOATE JERRY D | Director | 10,000 | 2006-06-12 | P |
| Brown Colby R | Officer | 9,248 | 2011-09-30 | F |
| FRIGON HENRY F | Director | 7,013.18 | 2008-01-08 | A |
| NACHBOR JEFF E | Officer | 6,790 | 2006-06-30 | J |
| Wasleski April M. | Officer | 6,530.056 | 2026-08-31 | A |
| WILSON BRET G | Officer | 5,419.12 | 2006-04-03 | J |
| Charnaux Christian H. | Director | 3,727 | 2026-01-22 | A |
| Plaines Stephanie | Director | 3,727 | 2026-01-22 | A |
| Breig Geralyn | Director | 3,727 | 2026-01-22 | A |
| TRUBECK WILLIAM L | Director | 1,728.12 | 2007-10-17 | A |
| SERATI TAMMY S | Officer | 1,606.03 | 2009-06-05 | A |
| GRAEBNER CAROL F | Officer | 251.14 | 2008-01-08 | A |
| Wood Christianna | Director | 0 | 2022-08-16 | S |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-09-30 | Darling Mark J. | Open-market sale | 2,700 | $40.69 | 21,588.146 |
| 2026-08-31 | Wasleski April M. | Tax withholding | 413 | $51.65 | 6,117.056 |
| 2026-08-31 | Wasleski April M. | Grant / award | 1,426 | $0.00 | 6,530.056 |
| 2026-08-31 | Redler Dara S | Tax withholding | 12,219 | $51.65 | 58,235.697 |
| 2026-08-31 | Redler Dara S | Grant / award | 9,826 | $0.00 | 70,454.697 |
| 2026-08-31 | Mason Tiffany L | Tax withholding | 3,510 | $51.65 | 32,869.771 |
| 2026-08-31 | Mason Tiffany L | Grant / award | 13,553 | $0.00 | 36,379.771 |
| 2026-08-31 | Manuel Scott | Tax withholding | 3,736 | $51.65 | 31,422.067 |
| 2026-08-31 | Manuel Scott | Grant / award | 10,843 | $0.00 | 35,158.067 |
| 2026-08-31 | Darling Mark J. | Tax withholding | 4,129 | $51.65 | 24,288.146 |
| 2026-08-31 | Darling Mark J. | Grant / award | 6,099 | $0.00 | 28,417.146 |
| 2026-08-31 | Campbell Curtis A | Tax withholding | 2,833 | $51.65 | 89,283.261 |
| 2026-08-31 | Campbell Curtis A | Grant / award | 49,129 | $0.00 | 92,116.261 |
| 2026-08-12 | Darling Mark J. | Grant / award | 4,429 | $0.00 | 22,318.146 |
| 2026-08-12 | Redler Dara S | Grant / award | 17,271 | $0.00 | 60,628.697 |
| 2026-07-08 | Campbell Curtis A | Tax withholding | 11 | $39.83 | 42,987.261 |
| 2026-06-03 | Campbell Curtis A | Tax withholding | 1,016 | $37.96 | 42,558.282 |
| 2026-01-22 | Breig Geralyn | Grant / award | 3,727 | $0.00 | 3,727 |
| 2026-01-22 | Charnaux Christian H. | Grant / award | 3,727 | $0.00 | 3,727 |
| 2026-01-22 | Plaines Stephanie | Grant / award | 3,727 | $0.00 | 3,727 |
| 2026-01-05 | Campbell Curtis A | Grant / award | 17,216 | $0.00 | 42,821.867 |
| 2026-01-05 | Darling Mark J. | Grant / award | 1,481 | $0.00 | 17,528.241 |
| 2026-01-01 | Darling Mark J. | — | — | — | 16,047.24 |
| 2025-11-19 | Jones Jeffrey J II | Option exercise (derivative) | 128,818 | $0.00 | 0 |
| 2025-11-19 | Jones Jeffrey J II | Open-market sale | 128,818 | $44.54 | 861,312.842 |
| 2025-11-19 | Jones Jeffrey J II | Gift | 45,000 | $0.00 | 990,130.842 |
| 2025-11-19 | Jones Jeffrey J II | Option exercise | 128,818 | $29.73 | 1,035,130.842 |
| 2025-11-12 | Jones Jeffrey J II | Option exercise (derivative) | 145,087 | $0.00 | 128,818 |
| 2025-11-12 | Jones Jeffrey J II | Open-market sale | 176,449 | $46.46 | 906,312.842 |
| 2025-11-12 | Jones Jeffrey J II | Option exercise | 145,087 | $29.73 | 1,082,761.842 |
| 2025-11-05 | Winter Matthew E | Grant / award | 3,927 | $0.00 | 59,082.775 |
| 2025-11-05 | REICH VICTORIA | Grant / award | 3,927 | $0.00 | 116,362.364 |
| 2025-11-05 | Mends Mia | Grant / award | 3,927 | $0.00 | 28,427.927 |
| 2025-11-05 | Johnson Richard A | Grant / award | 10,209 | $0.00 | 91,276.805 |
| 2025-11-05 | Gupta Anuradha | Grant / award | 3,927 | $0.00 | 43,279.892 |
| 2025-11-05 | Gerard Robert A | Grant / award | 3,927 | $0.00 | 316,261.589 |
| 2025-11-05 | Cohan Sean | Grant / award | 3,927 | $0.00 | 28,427.927 |
| 2025-11-01 | Wasleski April M. | Grant / award | 3,293 | $0.00 | 4,934.155 |
| 2025-10-24 | Wasleski April M. | — | — | — | 1,641.16 |
| 2025-08-31 | Campbell Curtis A | Tax withholding | 1,114 | $50.35 | 25,422.52 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.