Through the 90-day period concluding February 19, 2026, H&R Block's top three insider stakeholders include President & Ceo Jeffrey J Ii Jones (861.31K shares), Director Robert A Gerard (316.26K shares), Director Christianna Wood (117.11K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Jeffrey J Ii Jones | President & Ceo | 861,313 | 20 Nov, 2025 |
| Robert A Gerard | 316,262 | 07 Nov, 2025 | |
| Christianna Wood | 117,108 | 10 Sep, 2021 | |
| Victoria Reich | 116,362 | 07 Nov, 2025 | |
| Richard A Johnson | 91,277 | 07 Nov, 2025 | |
| Karen A Orosco | Pres. And Global Consumer Tax & S | 89,733 | 09 Sep, 2022 |
| Tony G Bowen | Chief Financial Officer | 89,341 | 04 Sep, 2024 |
| Thomas A Gerke | Gen. Counsel & Chief Admin Off | 85,482 | 01 Sep, 2021 |
| Matthew E Winter | 59,083 | 07 Nov, 2025 | |
| Anuradha Gupta | 43,280 | 07 Nov, 2025 | |
| Curtis A Campbell | President & Ceo | 42,822 | 07 Jan, 2026 |
| Dara S Redler | Chief Legal & Admin. Officer | 41,885 | 03 Sep, 2025 |
| Mia Mends | 28,428 | 07 Nov, 2025 | |
| Sean Cohan | 28,428 | 07 Nov, 2025 | |
| Yolande G Piazza | 28,187 | 07 Nov, 2023 | |
| Scott Manuel | Chief Strategy & Operations Of | 23,386 | 03 Sep, 2025 |
| Kellie J Logerwell | Vp & Chief Acct Officer | 22,126 | 03 Sep, 2025 |
| Tiffany L Mason | Executive Vp And Finance | 21,944 | 03 Sep, 2025 |
| Mark J. Darling | Chief Retail Officer | 17,528 | 07 Jan, 2026 |
| April M. Wasleski | Vp & Chief Acct Officer | 4,934 | 03 Nov, 2025 |
| Stephanie Plaines | 3,727 | 23 Jan, 2026 | |
| Christian H. Charnaux | 3,727 | 23 Jan, 2026 | |
| Geralyn Breig | 3,727 | 23 Jan, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 22 Jan, 2026 | Geralyn Breig | Common Stock | A | 3,727 | $0.00 | 3,727 | D | A |
| 22 Jan, 2026 | Stephanie Plaines | Common Stock | A | 3,727 | $0.00 | 3,727 | D | A |
| 22 Jan, 2026 | Christian H. Charnaux | Common Stock | A | 3,727 | $0.00 | 3,727 | D | A |
| 05 Jan, 2026 | Curtis A Campbell | Common Stock | A | 17,216 | $0.00 | 42,822 | D | A |
| 05 Jan, 2026 | Mark J. Darling | Common Stock | A | 1,481 | $0.00 | 17,528 | D | A |
| 19 Nov, 2025 | Jeffrey J Ii Jones | Common Stock | A | 128,818 | $29.73 | 1,035,131 | D | M |
| 19 Nov, 2025 | Jeffrey J Ii Jones | Common Stock | D | 128,818 | $44.54 | 861,313 | D | S |
| 19 Nov, 2025 | Jeffrey J Ii Jones | Common Stock | D | 45,000 | $0.00 | 990,131 | D | G |
| 19 Nov, 2025 | Jeffrey J Ii Jones | - | - | 861,313 | D | |||
| 12 Nov, 2025 | Jeffrey J Ii Jones | Common Stock | A | 145,087 | $29.73 | 1,082,762 | D | M |
| 12 Nov, 2025 | Jeffrey J Ii Jones | - | - | 906,313 | D | |||
| 12 Nov, 2025 | Jeffrey J Ii Jones | Common Stock | D | 176,449 | $46.46 | 906,313 | D | S |
| 12 Nov, 2025 | Jeffrey J Ii Jones | - | - | 1,082,762 | D | |||
| 05 Nov, 2025 | Victoria Reich | Common Stock | A | 3,927 | $0.00 | 116,362 | D | A |
| 05 Nov, 2025 | Robert A Gerard | Common Stock | A | 3,927 | $0.00 | 316,262 | D | A |
| 05 Nov, 2025 | Robert A Gerard | - | - | 316,262 | D | |||
| 05 Nov, 2025 | Matthew E Winter | Common Stock | A | 3,927 | $0.00 | 59,083 | D | A |
| 05 Nov, 2025 | Richard A Johnson | Common Stock | A | 10,209 | $0.00 | 91,277 | D | A |
| 05 Nov, 2025 | Anuradha Gupta | Common Stock | A | 3,927 | $0.00 | 43,280 | D | A |
| 05 Nov, 2025 | Sean Cohan | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |