As of November 6, 2026, H&R Block Inc has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on August 14, 2026 (Form 8-K, August 14, 2026).
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H&R Block Inc reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-08-14. Every row below is cited to the filing it comes from, and this page adds each new change as H&R Block Inc files it.
Also on the record for H&R Block Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 5, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 9.1% of the class | 5%+ stakes | Source |
| August 12, 2026 | Stake report, Schedule 13G, by AQR Capital Management, LLC | 7.59% of the class | 5%+ stakes | Source |
| July 31, 2026 | Stake report, Schedule 13G/A, by Vanguard Portfolio Management | 4.97% of the class | 5%+ stakes | Source |
| April 30, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 5.22% of the class | 5%+ stakes | Source |
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Portfolio Management | 5.78% of the class | 5%+ stakes | Source |
| March 27, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| February 5, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 11.5% of the class | 5%+ stakes | Source |
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More on H&R Block Inc and the records around it.
H&R Block Inc elsewhere on the record
Companies that share a holder
- AQR Capital Management, LLC also filed stake reports on 190 other companies: Bold Eagle Acquisition Corp. (Nov 2026), Centurion Acquisition Corp. (Aug 2026), FG Merger II Corp. n/k/a BOXABL Inc. (Aug 2026)
- FMR LLC also filed stake reports on 761 other companies: ASPEN NEUROSCIENCE INC (Nov 2026), AVALO THERAPEUTICS INC (Nov 2026), BRAZE INC (Nov 2026)
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-08-14 | Reported | not named in the filing | 8-K, 2026-08-14 |
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Reported
(b) On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the "Board") of H&R Block, Inc. (the "Company") that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the "Annual Meeting").
- Their decisions not to stand for re-election are not the result of any disagreement with the Company on any matter related to the Company's operations, policies, or practices.
- Mr. Gerard and Mr. Winter will continue to serve as directors of the Company until the 2026 Annual Meeting in November.
- Richard A. Johnson, Chairman of the Board, said: "Bob's contributions to the Company over his years of service have been extraordinary.
- As Chairman for almost 14 years, he led the Board through important periods in the Company's evolution.
- His wisdom, leadership, and unwavering commitment to the Company have left a lasting mark, and we are sincerely grateful for his service." "Matt has been a trusted colleague and an outstanding Chair of our Compensation Committee for many years.
- He has brought a thoughtful and balanced perspective to some of the Board's most important decisions relating to executive compensation, leadership development, and talent oversight.
- We appreciate his dedication, judgment, and valued contributions to the Company."
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.