H&R Block Files 8-K on Officer/Director Changes

Ticker: HRB · Form: 8-K · Filed: Aug 11, 2025 · CIK: 12659

Sentiment: neutral

Topics: leadership-change, executive-compensation, corporate-governance

Related Tickers: HRB

TL;DR

HRB filed an 8-K detailing leadership changes and executive pay. Watch for new officer appointments.

AI Summary

H&R Block, Inc. filed an 8-K on August 11, 2025, reporting events as of August 7, 2025. The filing covers the departure of directors or certain officers, the election of directors, the appointment of certain officers, and details on compensatory arrangements for these officers. It also includes a Regulation FD Disclosure and financial statements and exhibits.

Why It Matters

This filing indicates potential shifts in H&R Block's leadership and executive compensation structure, which could impact the company's strategic direction and investor confidence.

Risk Assessment

Risk Level: medium — Changes in key personnel and executive compensation can signal strategic shifts or internal adjustments that may affect future performance.

Key Players & Entities

FAQ

What specific officer or director positions were affected by the events reported on August 7, 2025?

The filing indicates changes related to the 'Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers' and 'Compensatory Arrangements of Certain Officers', but does not specify the names or exact roles in the provided text.

Are there any new directors or officers appointed as a result of this filing?

The filing explicitly mentions the 'Election of Directors' and 'Appointment of Certain Officers', suggesting new appointments have occurred.

What is the nature of the 'Regulation FD Disclosure' included in this filing?

The filing states that a 'Regulation FD Disclosure' is included, but the specific content of this disclosure is not detailed in the provided text.

When was H&R Block, Inc. incorporated or organized?

H&R Block, Inc. was incorporated or organized in Missouri.

What are the principal executive offices of H&R Block, Inc.?

The principal executive offices of H&R Block, Inc. are located at One H&R Block Way, Kansas City, MO 64105.

Filing Stats: 1,797 words · 7 min read · ~6 pages · Grade level 10.2 · Accepted 2025-08-11 16:34:05

Key Financial Figures

Filing Documents

02. Departure of Directors or Certain Officers; Election

Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers; Chief Executive Officer and Director Transitions CEO Retirement On August 7, 2025, Jeffrey J. Jones II notified the Board of Directors (the "Board") of H&R Block Inc. (the "Company") of his intention to retire as President and Chief Executive Officer ("CEO") of the Company, effective as of December 31, 2025. Mr. Jones will also retire from the Board of the Company, effective on December 31, 2025 assuming his reelection to the Board at the Company's upcoming 2025 annual meeting of shareholders (the "2025 Annual Meeting"). Mr. Jones' decision to retire was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices. Following his retirement on December 31, 2025, Mr. Jones will remain an employee of the Company in a Strategic Advisor role until September 2, 2026. New CEO Announcement The Board has appointed Curtis A. Campbell, currently the Company's President, Global Consumer Tax and Chief Product Officer, to succeed Mr. Jones as President and CEO, effective immediately upon Mr. Jones' retirement. The Company intends to renominate Mr. Jones for election to the Board at the 2025 Annual Meeting and, assuming he is reelected, subsequently appoint Mr. Campbell to the Board to fill the vacancy created immediately upon Mr. Jones' retirement. Mr. Campbell, age 52, joined the Company as President, Global Consumer Tax and Chief Product Officer in May 2024. Prior to that, he served as the Chief Executive Officer of TaxAct, where he ran TaxAct from 2018 until it was sold by Blucora, Inc. in 2022. He continued to lead TaxAct after the sale until 2023. Prior to TaxAct, Mr. Campbell served Capital One Financial Corporation as Managing Vice President from 2017 to 2018. He also served in Vice President roles at Intuit Inc, leading Product Management and Strategy

01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure. On August 11, 2025, the Company issued a press release announcing the leadership transition discussed in Item 5.02 above. A copy of the Company's press release is furnished hereto as Exhibit 99.1 and is incorporated herein by reference. The information in Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, is being "furnished" and shall not be deemed "filed" for purposes of or otherwise subject to liabilities under Section 18 of the Securities Exchange Act of 1934, as amended, and shall not be deemed incorporated by reference into any filings of the Company under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits Exhibit Number Description 10.1 Transition and Strategic Advisor Agreement dated August 9, 2025, among H&R Block, Inc., HRB Professional Resources LLC, and Jeffrey J. Jones II. 10.2 Offer Letter dated August 9, 2025, among H&R Block, Inc., HRB Professional Resources LLC, and Curtis A. Campbell. 99.1 Press Release Issued August 11, 2025 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. H&R BLOCK, INC. Date: August 11, 2025 By: /s/ Katharine M. Haynes Katharine M. Haynes Vice President and Corporate Secretary

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