| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Jones Jeffrey J II | President & CEO, Director | C/O H&R BLOCK, ONE H&R BLOCK WAY, KANSAS CITY | Katharine M. Haynes, per Power of Attorney | 14 Nov 2025 | 0001546303 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HRB | Common Stock | Options Exercise | $4.31M | +145K | +15.47% | $29.73 | 1.08M | 12 Nov 2025 | Direct | |
| transaction | HRB | Common Stock | Sale | -$8.2M | -176K | -16.3% | $46.46 | 906K | 12 Nov 2025 | Direct | F1 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HRB | Stock Option (Right to Buy) | Options Exercise | $0 | -145K | -52.97% | $0.00 | 129K | 12 Nov 2025 | Common Stock | 145K | $29.73 | Direct | F2 |
| Id | Content |
|---|---|
| F1 | The price used is a weighted average of prices within the range of $46.000 to $47.020. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |
| F2 | The options vested in three equal annual installments beginning on the first anniversary of the grant date. |