H&R Block HRB Insider Ownership

NYSE HRB
$45.13 -0.76 (-1.66%)
As of: Sep 9, 2026 · 3:59 PM EDT

Insider Holdings by Owner

2.14Mn Shares

Insider Ownership Statistics

as of 30 Jun, 2025
Insider Ownership
—
share count not reported for this filer set
Shares Held by Insiders
81.68K
filed for Jun 2025
■0.00% QoQ
Shares Outstanding
—
not reported
Direct Holdings
81.68K
Indirect: 0
Net Shares Traded (QoQ)
0
no net change in Jun 2025
Insiders Holding Shares
22
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Jun, 2025

H&R Block's top three insider shareholders as of September 09, 2026 are Jeffrey J Ii Jones (President Ceo, 861.31K shares), Robert A Gerard (Director, 316.26K shares), Christianna Wood (Director, 117.11K shares).

Form 4 Holdings

Insiders Holding HRB

Insiders 22
Shares held 2.14Mn
Of outstanding —
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Jeffrey J Ii Jones President Ceo 861,313 0 861,313 40.2% 20 Nov, 2025
2 Robert A Gerard Director 316,262 0 316,262 14.7% 07 Nov, 2025
3 Christianna Wood Director 117,108 0 117,108 5.5% 10 Sep, 2021
4 Victoria Reich Director 116,362 0 116,362 5.4% 07 Nov, 2025
5 Richard A Johnson Director 91,277 0 91,277 4.3% 07 Nov, 2025
6 Karen A Orosco Pres., Global Consumer Tax S 89,733 0 89,733 4.2% 09 Sep, 2022
7 Tony G Bowen Chief Financial Officer 89,341 0 89,341 4.2% 04 Sep, 2024
8 Curtis A Campbell President Ceo 89,283 0 89,283 4.2% 02 Sep, 2026
9 Matthew E Winter Director 59,083 0 59,083 2.8% 07 Nov, 2025
10 Dara S Redler Chief Legal Admin. Officer 58,236 0 58,236 2.7% 02 Sep, 2026
11 Anuradha Gupta Director 43,280 0 43,280 2.0% 07 Nov, 2025
12 Tiffany L Mason Chief Financial Officer 32,870 0 32,870 1.5% 02 Sep, 2026
13 Scott Manuel Chief Strategy Operations Of 31,422 0 31,422 1.5% 02 Sep, 2026
14 Mia Mends Director 28,428 0 28,428 1.3% 07 Nov, 2025
15 Sean Cohan Director 28,428 0 28,428 1.3% 07 Nov, 2025
16 Yolande G Piazza Director 28,187 0 28,187 1.3% 07 Nov, 2023
17 Mark J. Darling Chief Retail Officer 24,288 0 24,288 1.1% 02 Sep, 2026
18 Kellie J Logerwell Vp Chief Acct Officer 22,126 0 22,126 1.0% 03 Sep, 2025
19 April M. Wasleski Vp Chief Acct Officer 6,117 0 6,117 0.3% 02 Sep, 2026
20 Geralyn Breig Director 3,727 0 3,727 0.2% 23 Jan, 2026
21 Stephanie Plaines Director 3,727 0 3,727 0.2% 23 Jan, 2026
22 Christian H. Charnaux Director 3,727 0 3,727 0.2% 23 Jan, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

2,041 Insider Transactions

Source SEC Form 4
Latest quarter Jun 2025
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
12 Aug, 2026 Mark J. Darling Chief Retail Officer Acquired A 4,429 $0.00 $0 22,318 Direct
12 Aug, 2026 Dara S Redler Chief Legal Admin. Officer Acquired A 17,271 $0.00 $0 60,629 Direct
08 Jul, 2026 Curtis A Campbell President Ceo Disposed F 11 $39.83 $438 42,987 Direct
03 Jun, 2026 Curtis A Campbell President Ceo Disposed F 1,016 $37.96 $38.57K 42,558 Direct
22 Jan, 2026 Stephanie Plaines Director Acquired A 3,727 $0.00 $0 3,727 Direct
22 Jan, 2026 Stephanie Plaines Director Acquired A 3,727 $0.00 $0 3,727 Direct
22 Jan, 2026 Stephanie Plaines Director Acquired A 3,727 $0.00 $0 3,727 Direct
22 Jan, 2026 Stephanie Plaines Director Acquired A 3,727 $0.00 $0 3,727 Direct
22 Jan, 2026 Geralyn Breig Director Acquired A 3,727 $0.00 $0 3,727 Direct
22 Jan, 2026 Christian H. Charnaux Director Acquired A 3,727 $0.00 $0 3,727 Direct
05 Jan, 2026 Curtis A Campbell President Ceo Acquired A 17,216 $0.00 $0 42,822 Direct
05 Jan, 2026 Mark J. Darling Chief Retail Officer Acquired A 1,481 $0.00 $0 17,528 Direct
05 Nov, 2025 Richard A Johnson Director Acquired A 10,209 $0.00 $0 91,277 Direct
05 Nov, 2025 Anuradha Gupta Director Acquired A 3,927 $0.00 $0 43,280 Direct
05 Nov, 2025 Mia Mends Director Acquired A 3,927 $0.00 $0 28,428 Direct
05 Nov, 2025 Mia Mends Director Acquired A 3,927 $0.00 $0 28,428 Direct
05 Nov, 2025 Matthew E Winter Director Acquired A 3,927 $0.00 $0 59,083 Direct
05 Nov, 2025 Mia Mends Director Acquired A 3,927 $0.00 $0 28,428 Direct
05 Nov, 2025 Robert A Gerard Director Acquired A 3,927 $0.00 $0 316,262 Direct
05 Nov, 2025 Mia Mends Director Acquired A 3,927 $0.00 $0 28,428 Direct