[Form 4] H&R Block, Inc. Insider Trading Activity
H&R Block insider transaction: Jeffrey J. Jones II, President & CEO and a director, reported the vesting and acquisition of 101,228 shares of H&R Block common stock on 08/13/2025. The shares vested from previously awarded performance share units after the Compensation Committee determined that the award's performance criteria were satisfied. Following this transaction, Mr. Jones beneficially owned 947,839.431 shares. The shares were reported as acquired at a price of $0.0000 and remain subject to the executive鈥檚 continued service through August 31, 2025, per the filing.
Operazione interna di H&R Block: Jeffrey J. Jones II, Presidente, Amministratore delegato e membro del consiglio, ha dichiarato il consolidamento e l'acquisizione di 101,228 azioni di H&R Block common stock in data 13/08/2025. Le azioni sono derivate da performance share unit precedentemente assegnate, dopo che il Comitato per la Compensazione ha stabilito il raggiungimento dei criteri di performance. Dopo questa operazione, il sig. Jones deteneva beneficiariamente 947,839.431 azioni. Le azioni risultano acquisite a un prezzo di $0.0000 e rimangono soggette al mantenimento del servizio dell'esecutivo fino al 31 agosto 2025, secondo quanto riportato nel filing.
Operaci贸n interna de H&R Block: Jeffrey J. Jones II, Presidente y CEO y miembro del consejo, inform贸 la consolidaci贸n y adquisici贸n de 101,228 acciones de H&R Block common stock el 13/08/2025. Las acciones provinieron de unidades de acciones por desempe帽o previamente otorgadas, tras la determinaci贸n del Comit茅 de Compensaci贸n de que se cumplieron los criterios de rendimiento. Tras esta operaci贸n, el Sr. Jones pose铆a de forma beneficiaria 947,839.431 acciones. Las acciones se registraron como adquiridas a un precio de $0.0000 y siguen sujetas a la continuidad del servicio ejecutivo hasta el 31 de agosto de 2025, seg煤n el filing.
H&R Block 雮措秬瓯半灅: 斓滉碃瓴届榿鞛�(CEO)鞚挫瀽 鞚挫偓鞚� Jeffrey J. Jones II電� 2025-08-13鞐� H&R Block 氤错喌欤� 101,228欤�鞚� 甓岆Μ頇曥爼 氚� 旆摑鞚� 鞁犼碃頄堨姷雼堧嫟. 頃措嫻 欤检嫕鞚� 氤挫儊鞙勳洂須岅皜 靹标臣 旮办鞚� 於╈”霅橃棃雼り碃 韺愲嫧頃� 頉� 鞚挫爠鞐� 攵�鞐悳 靹标臣旮半皹欤检嫕雼渼(PSU)鞐愳劀 頇曥爼霅� 瓴冹瀰雼堧嫟. 鞚� 瓯半灅 頉� Jones 鞌姅 鞁れ鞝侅溂搿� 947,839.431欤�毳� 氤挫湢頃橁矊 霅橃棃鞀惦媹雼�. 欤检嫕鞚� 旆摑臧�瓴� $0.0000鞙茧 鞁犼碃霅橃棃瓿�, 鞝滌稖靹滊鞐� 霐半ゴ氅� 2025雲� 8鞗� 31鞚�旯岇 鞛勳洂鞚� 瓿勳啀 攴茧 臁瓣贝鞚� 鞝侅毄霅╇媹雼�.
Transaction d'initi茅 chez H&R Block : Jeffrey J. Jones II, pr茅sident-directeur g茅n茅ral et administrateur, a d茅clar茅 la consolidation et l'acquisition de 101,228 actions de H&R Block common stock le 13/08/2025. Ces actions proviennent d'unit茅s d'actions de performance attribu茅es ant茅rieurement, apr猫s que le comit茅 des r茅mun茅rations a d茅termin茅 que les crit猫res de performance avaient 茅t茅 atteints. 脌 la suite de cette op茅ration, M. Jones d茅tenait de fa莽on b茅n茅ficiaire 947,839.431 actions. Les actions ont 茅t茅 d茅clar茅es acquises au prix de $0.0000 et restent soumises, selon le d茅p么t, 脿 la condition de service continu de l'ex茅cutif jusqu'au 31 ao没t 2025.
Insider-Transaktion von H&R Block: Jeffrey J. Jones II, Pr盲sident & CEO sowie Vorstandsmitglied, meldete die Vesting und den Erwerb von 101,228 Aktien der H&R Block Stammaktien am 13.08.2025. Die Aktien wurden aus zuvor gew盲hrten Performance-Share-Units freigegeben, nachdem der Verg眉tungsausschuss festgestellt hatte, dass die Leistungsziele erf眉llt wurden. Nach dieser Transaktion besa脽 Herr Jones wirtschaftlich 947,839.431 Aktien. Die Aktien wurden mit einem Erwerbspreis von $0.0000 angegeben und unterliegen laut Einreichung bis zum 31. August 2025 weiterhin der Bedingung des fortgesetzten Dienstes des Gesch盲ftsf眉hrers.
- 101,228 shares vested after Compensation Committee determined performance criteria were met, indicating award conditions were satisfied
- CEO's beneficial ownership increased to 947,839.431 shares, aligning executive pay with shareholder interests
- None.
Insights
TL;DR: Routine executive vesting after performance criteria were met; reflects compensation delivery, not an unusual market event.
The Form 4 documents the vesting of performance share units into 101,228 common shares for the CEO following a Compensation Committee determination that performance hurdles were satisfied. This is a standard compensation settlement mechanism and confirms the company applied pre-established performance conditions. The acquisition price is reported as $0.0000 because the shares resulted from award vesting rather than an open-market purchase. The filing notes continued service requirement through August 31, 2025, indicating potential forfeiture if service terminates before that date.
TL;DR: Transaction is a non-cash issuance from equity awards; likely limited immediate market impact but increases insider holdings.
The disclosure shows an addition of 101,228 shares to the CEO鈥檚 beneficial ownership, bringing his total to 947,839.431 shares. Because these shares vested per performance criteria, the event signals management achieved targeted metrics tied to long-term incentive awards. The Form 4 provides precise share counts and dates but contains no information on dilution metrics, grant size relative to outstanding shares, or any subsequent sales, so material market impact cannot be determined from this filing alone.
Operazione interna di H&R Block: Jeffrey J. Jones II, Presidente, Amministratore delegato e membro del consiglio, ha dichiarato il consolidamento e l'acquisizione di 101,228 azioni di H&R Block common stock in data 13/08/2025. Le azioni sono derivate da performance share unit precedentemente assegnate, dopo che il Comitato per la Compensazione ha stabilito il raggiungimento dei criteri di performance. Dopo questa operazione, il sig. Jones deteneva beneficiariamente 947,839.431 azioni. Le azioni risultano acquisite a un prezzo di $0.0000 e rimangono soggette al mantenimento del servizio dell'esecutivo fino al 31 agosto 2025, secondo quanto riportato nel filing.
Operaci贸n interna de H&R Block: Jeffrey J. Jones II, Presidente y CEO y miembro del consejo, inform贸 la consolidaci贸n y adquisici贸n de 101,228 acciones de H&R Block common stock el 13/08/2025. Las acciones provinieron de unidades de acciones por desempe帽o previamente otorgadas, tras la determinaci贸n del Comit茅 de Compensaci贸n de que se cumplieron los criterios de rendimiento. Tras esta operaci贸n, el Sr. Jones pose铆a de forma beneficiaria 947,839.431 acciones. Las acciones se registraron como adquiridas a un precio de $0.0000 y siguen sujetas a la continuidad del servicio ejecutivo hasta el 31 de agosto de 2025, seg煤n el filing.
H&R Block 雮措秬瓯半灅: 斓滉碃瓴届榿鞛�(CEO)鞚挫瀽 鞚挫偓鞚� Jeffrey J. Jones II電� 2025-08-13鞐� H&R Block 氤错喌欤� 101,228欤�鞚� 甓岆Μ頇曥爼 氚� 旆摑鞚� 鞁犼碃頄堨姷雼堧嫟. 頃措嫻 欤检嫕鞚� 氤挫儊鞙勳洂須岅皜 靹标臣 旮办鞚� 於╈”霅橃棃雼り碃 韺愲嫧頃� 頉� 鞚挫爠鞐� 攵�鞐悳 靹标臣旮半皹欤检嫕雼渼(PSU)鞐愳劀 頇曥爼霅� 瓴冹瀰雼堧嫟. 鞚� 瓯半灅 頉� Jones 鞌姅 鞁れ鞝侅溂搿� 947,839.431欤�毳� 氤挫湢頃橁矊 霅橃棃鞀惦媹雼�. 欤检嫕鞚� 旆摑臧�瓴� $0.0000鞙茧 鞁犼碃霅橃棃瓿�, 鞝滌稖靹滊鞐� 霐半ゴ氅� 2025雲� 8鞗� 31鞚�旯岇 鞛勳洂鞚� 瓿勳啀 攴茧 臁瓣贝鞚� 鞝侅毄霅╇媹雼�.
Transaction d'initi茅 chez H&R Block : Jeffrey J. Jones II, pr茅sident-directeur g茅n茅ral et administrateur, a d茅clar茅 la consolidation et l'acquisition de 101,228 actions de H&R Block common stock le 13/08/2025. Ces actions proviennent d'unit茅s d'actions de performance attribu茅es ant茅rieurement, apr猫s que le comit茅 des r茅mun茅rations a d茅termin茅 que les crit猫res de performance avaient 茅t茅 atteints. 脌 la suite de cette op茅ration, M. Jones d茅tenait de fa莽on b茅n茅ficiaire 947,839.431 actions. Les actions ont 茅t茅 d茅clar茅es acquises au prix de $0.0000 et restent soumises, selon le d茅p么t, 脿 la condition de service continu de l'ex茅cutif jusqu'au 31 ao没t 2025.
Insider-Transaktion von H&R Block: Jeffrey J. Jones II, Pr盲sident & CEO sowie Vorstandsmitglied, meldete die Vesting und den Erwerb von 101,228 Aktien der H&R Block Stammaktien am 13.08.2025. Die Aktien wurden aus zuvor gew盲hrten Performance-Share-Units freigegeben, nachdem der Verg眉tungsausschuss festgestellt hatte, dass die Leistungsziele erf眉llt wurden. Nach dieser Transaktion besa脽 Herr Jones wirtschaftlich 947,839.431 Aktien. Die Aktien wurden mit einem Erwerbspreis von $0.0000 angegeben und unterliegen laut Einreichung bis zum 31. August 2025 weiterhin der Bedingung des fortgesetzten Dienstes des Gesch盲ftsf眉hrers.
FAQ
What did HRB insider Jeffrey J. Jones II report on Form 4?
Why was the transaction price listed as $0.0000 on the HRB Form 4?
How many HRB shares does the CEO beneficially own after this transaction?
When must the executive remain employed to avoid forfeiture of vested shares?
When was the Form 4 signed or filed on behalf of the reporting person?
