H&R Block's three largest insider shareholders as of March 23, 2026 are Jeffrey J Ii Jones (President Ceo, 861.31K shares), Robert A Gerard (Director, 316.26K shares), Christianna Wood (Director, 117.11K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeffrey J Ii Jones | President Ceo | 861,313 | 0 | 20 Nov, 2025 |
| Robert A Gerard | 316,262 | 0 | 07 Nov, 2025 | |
| Christianna Wood | 117,108 | 0 | 10 Sep, 2021 | |
| Victoria Reich | 116,362 | 0 | 07 Nov, 2025 | |
| Richard A Johnson | 91,277 | 0 | 07 Nov, 2025 | |
| Karen A Orosco | Pres., Global Consumer Tax S | 89,733 | 0 | 09 Sep, 2022 |
| Tony G Bowen | Chief Financial Officer | 89,341 | 0 | 04 Sep, 2024 |
| Thomas A Gerke | Gen. Counsel Chief Admin Off | 85,482 | 0 | 01 Sep, 2021 |
| Matthew E Winter | 59,083 | 0 | 07 Nov, 2025 | |
| Anuradha Gupta | 43,280 | 0 | 07 Nov, 2025 | |
| Curtis A Campbell | President Ceo | 42,822 | 0 | 07 Jan, 2026 |
| Dara S Redler | Chief Legal Admin. Officer | 41,885 | 0 | 03 Sep, 2025 |
| Sean Cohan | 28,428 | 0 | 07 Nov, 2025 | |
| Mia Mends | 28,428 | 0 | 07 Nov, 2025 | |
| Yolande G Piazza | 28,187 | 0 | 07 Nov, 2023 | |
| Scott Manuel | Chief Strategy Operations Of | 23,386 | 0 | 03 Sep, 2025 |
| Kellie J Logerwell | Vp Chief Acct Officer | 22,126 | 0 | 03 Sep, 2025 |
| Tiffany L Mason | Executive Vp, Finance | 21,944 | 0 | 03 Sep, 2025 |
| Mark J. Darling | Chief Retail Officer | 17,528 | 0 | 07 Jan, 2026 |
| April M. Wasleski | Vp Chief Acct Officer | 4,934 | 0 | 03 Nov, 2025 |
| Christian H. Charnaux | 3,727 | 0 | 23 Jan, 2026 | |
| Stephanie Plaines | 3,727 | 0 | 23 Jan, 2026 | |
| Geralyn Breig | 3,727 | 0 | 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 | 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 |
| 22 Jan, 2026 | Geralyn Breig | 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 | 45,000 | $0.00 | 990,131 | D | G |
| 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 | Stock Option (Right to Buy) | D | 128,818 | $0.00 | 0 | D | M |
| 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 | Common Stock | D | 176,449 | $46.46 | 906,313 | D | S |
| 12 Nov, 2025 | Jeffrey J Ii Jones | Stock Option (Right to Buy) | D | 145,087 | $0.00 | 128,818 | D | M |
| 05 Nov, 2025 | Matthew E Winter | Common Stock | A | 3,927 | $0.00 | 59,083 | D | A |
| 05 Nov, 2025 | Sean Cohan | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |
| 05 Nov, 2025 | Mia Mends | Common Stock | A | 3,927 | $0.00 | 28,428 | D | A |
| 05 Nov, 2025 | Anuradha Gupta | Common Stock | A | 3,927 | $0.00 | 43,280 | D | A |
| 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 | Richard A Johnson | Common Stock | A | 10,209 | $0.00 | 91,277 | D | A |
| 01 Nov, 2025 | April M. Wasleski | Common Stock | A | 3,293 | $0.00 | 4,934 | D | A |