H&R Block HRB Insider Ownership

NYSE HRB
$40.59 +0.25 (+0.62%)
As of: Sep 29, 2026 · 3:59 PM EDT

Insider Holdings by Owner

2.03Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
1.59%
▼-0.088% pp QoQ
Shares Held by Insiders
2.03Mn
filed for Sep 2026
▼-5.26% QoQ
Shares Outstanding
127.64Mn
127,644,000 shares
Direct Holdings
2.03Mn
Indirect: 0
Net Shares Traded (QoQ)
-112.61K
net selling in Sep 2026
Insiders Holding Shares
21
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 Sep, 2026

H&R Block's three largest insider shareholders as of September 29, 2026 are Jeffrey J Ii Jones (President Ceo, 861.31K shares), Robert A Gerard (Director, 316.26K shares), Victoria Reich (Director, 116.36K shares).

Form 4 Holdings

Insiders Holding HRB

Insiders 21
Shares held 2.03Mn
Of outstanding 1.59%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Jeffrey J Ii Jones President Ceo 861,313 0 861,313 42.5% 20 Nov, 2025
2 Robert A Gerard Director 316,262 0 316,262 15.6% 07 Nov, 2025
3 Victoria Reich Director 116,362 0 116,362 5.7% 07 Nov, 2025
4 Richard A Johnson Director 91,277 0 91,277 4.5% 07 Nov, 2025
5 Karen A Orosco Pres., Global Consumer Tax S 89,733 0 89,733 4.4% 09 Sep, 2022
6 Tony G Bowen Chief Financial Officer 89,341 0 89,341 4.4% 04 Sep, 2024
7 Curtis A Campbell President Ceo 89,283 0 89,283 4.4% 02 Sep, 2026
8 Matthew E Winter Director 59,083 0 59,083 2.9% 07 Nov, 2025
9 Dara S Redler Chief Legal Admin. Officer 58,236 0 58,236 2.9% 02 Sep, 2026
10 Anuradha Gupta Director 43,280 0 43,280 2.1% 07 Nov, 2025
11 Tiffany L Mason Chief Financial Officer 32,870 0 32,870 1.6% 02 Sep, 2026
12 Scott Manuel Chief Strategy Operations Of 31,422 0 31,422 1.6% 02 Sep, 2026
13 Mia Mends Director 28,428 0 28,428 1.4% 07 Nov, 2025
14 Sean Cohan Director 28,428 0 28,428 1.4% 07 Nov, 2025
15 Yolande G Piazza Director 28,187 0 28,187 1.4% 07 Nov, 2023
16 Mark J. Darling Chief Retail Officer 24,288 0 24,288 1.2% 02 Sep, 2026
17 Kellie J Logerwell Vp Chief Acct Officer 22,126 0 22,126 1.1% 03 Sep, 2025
18 April M. Wasleski Vp Chief Acct Officer 6,117 0 6,117 0.3% 02 Sep, 2026
19 Geralyn Breig Director 3,727 0 3,727 0.2% 23 Jan, 2026
20 Stephanie Plaines Director 3,727 0 3,727 0.2% 23 Jan, 2026
21 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

1,051 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
31 Aug, 2026 Dara S Redler Chief Legal Admin. Officer Acquired A 9,826 $0.00 $0 70,455 Direct
31 Aug, 2026 Curtis A Campbell President Ceo Acquired A 49,129 $0.00 $0 92,116 Direct
31 Aug, 2026 Tiffany L Mason Chief Financial Officer Acquired A 13,553 $0.00 $0 36,380 Direct
31 Aug, 2026 Mark J. Darling Chief Retail Officer Acquired A 6,099 $0.00 $0 28,417 Direct
31 Aug, 2026 Scott Manuel Chief Strategy Operations Of Acquired A 10,843 $0.00 $0 35,158 Direct
31 Aug, 2026 April M. Wasleski Vp Chief Acct Officer Acquired A 1,426 $0.00 $0 6,530 Direct
31 Aug, 2026 Tiffany L Mason Chief Financial Officer Disposed F 3,510 $51.65 $181.29K 32,870 Direct
31 Aug, 2026 Dara S Redler Chief Legal Admin. Officer Disposed F 12,219 $51.65 $631.11K 58,236 Direct
31 Aug, 2026 Mark J. Darling Chief Retail Officer Disposed F 4,129 $51.65 $213.26K 24,288 Direct
31 Aug, 2026 April M. Wasleski Vp Chief Acct Officer Disposed F 413 $51.65 $21.33K 6,117 Direct
31 Aug, 2026 Curtis A Campbell President Ceo Disposed F 2,833 $51.65 $146.32K 89,283 Direct
31 Aug, 2026 Scott Manuel Chief Strategy Operations Of Disposed F 3,736 $51.65 $192.96K 31,422 Direct
12 Aug, 2026 Dara S Redler Chief Legal Admin. Officer Acquired A 17,271 $0.00 $0 60,629 Direct
12 Aug, 2026 Mark J. Darling Chief Retail Officer Acquired A 4,429 $0.00 $0 22,318 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 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
22 Jan, 2026 Stephanie Plaines 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