{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-04T19:44:38.446857+00:00","company":{"ticker":"HRB","cik":12659,"company_name":"H&R BLOCK INC"},"pagination":{"limit":100,"returned":7,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"47a45da30a37fd7c9bc33e3f82770729567bff70","cik":12659,"ticker":"HRB","company_name":"H&R BLOCK INC","filed_at":"2026-05-06T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"raised","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"fiscal 2026 third quarter ended March 31, 2026","report_date":"2026-05-06","result_type":"reported_results","revenue_text":null},"claim":"H&R BLOCK INC updated its fiscal 2026 third quarter ended March 31, 2026 guidance (raised).","evidence_excerpt":"On May 6, 2026, H&R Block, Inc. (the \"Company\") issued a press release regarding the Company’s results of operations for the fiscal quarter ended March 31, 2026.","confidence":0.4,"filing_url":"https://secwatch.observer/filing/0000012659-26-000015","anchor_url":"https://secwatch.observer/filing/0000012659-26-000015#claim-47a45da30a37fd7c9bc33e3f82770729567bff70","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/12659/000001265926000015/0000012659-26-000015-index.htm"},{"fact_type":"debt_financing","fact_key":"66221212a4ab1655b4729bdc871f71d21d5bdf54","cik":12659,"ticker":"HRB","company_name":"H&R BLOCK INC","filed_at":"2025-08-26T23:59:59+00:00","payload":{"counterparty":null,"effective_date":"2025-08-26","event":"incurrence","instrument_type":"senior_notes","interest_rate_text":"5.375%","item_codes_triggered":["2.03"],"maturity_text":"September 15, 2032","principal_text":"$350.0 million"},"claim":"H&R BLOCK INC incurred senior notes of $350.0 million at 5.375% maturing September 15, 2032.","evidence_excerpt":"Block Financial LLC (\"Block Financial\") issued and sold $350.0 million principal amount of its 5.375% Notes due 2032","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-25-083093","anchor_url":"https://secwatch.observer/filing/0001104659-25-083093#claim-66221212a4ab1655b4729bdc871f71d21d5bdf54","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/12659/000110465925083093/0001104659-25-083093-index.htm"},{"fact_type":"debt_financing","fact_key":"d712cc19a338de5e4cbffbf3b596afb5f6bf293d","cik":12659,"ticker":"HRB","company_name":"H&R BLOCK INC","filed_at":"2025-07-15T23:59:59+00:00","payload":{"counterparty":"lenders party thereto from time to time, and JPMorgan Chase Bank, N.A. as the administrative agent","effective_date":"2025-07-11","event":"amendment","instrument_type":"revolving_credit","interest_rate_text":null,"item_codes_triggered":["2.03"],"maturity_text":"July 11, 2030","principal_text":"$1.5 billion"},"claim":"H&R BLOCK INC amended revolving credit of $1.5 billion with lenders party thereto from time to time, and JPMorgan Chase Bank, N.A. as the administrative agent maturing July 11, 2030.","evidence_excerpt":"The Amended Credit Facility extends the scheduled maturity date under the 2021 Credit Facility from June 11, 2026 to July 11, 2030, maintains the aggregate principal amount of $1.5 billion, and revises the applicable interest rate table.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001605297-25-000009","anchor_url":"https://secwatch.observer/filing/0001605297-25-000009#claim-d712cc19a338de5e4cbffbf3b596afb5f6bf293d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/12659/000160529725000009/0001605297-25-000009-index.htm"},{"fact_type":"executive_change","fact_key":"e0b3b629f6","cik":12659,"ticker":"HRB","company_name":"H&R BLOCK INC","filed_at":"2024-09-20T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2024-09-17","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Yolande G. Piazza resigned as Director at H&R BLOCK INC.","evidence_excerpt":"On September 17, 2024, Yolande G. Piazza, a member of the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”), notified the Board of her decision to resign as a director of the Company effective immediately.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001605297-24-000006","anchor_url":"https://secwatch.observer/filing/0001605297-24-000006#claim-e0b3b629f6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/12659/000160529724000006/0001605297-24-000006-index.htm"},{"fact_type":"executive_change","fact_key":"06faabab62","cik":12659,"ticker":"HRB","company_name":"H&R BLOCK INC","filed_at":"2024-08-05T23:59:59+00:00","payload":{"action":"retiring","action_category":"departure","departure_tone":"retirement","effective_date":"2024-09-13","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":"Tiffany L. Mason","successor_named":true},"claim":"Tony G. Bowen departed as Chief Financial Officer at H&R BLOCK INC.","evidence_excerpt":"will succeed Tony G. Bowen, the Company’s current Chief Financial Officer, whose retirement will be effective September 13, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001605297-24-000003","anchor_url":"https://secwatch.observer/filing/0001605297-24-000003#claim-06faabab62","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/12659/000160529724000003/0001605297-24-000003-index.htm"},{"fact_type":"executive_change","fact_key":"c422022a9a","cik":12659,"ticker":"HRB","company_name":"H&R BLOCK INC","filed_at":"2024-08-05T23:59:59+00:00","payload":{"action":"named","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-09-13","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Tiffany L. Mason was named as Chief Financial Officer at H&R BLOCK INC.","evidence_excerpt":"On August 5, 2024, H&R Block, Inc. (the “Company”) announced that Tiffany L. Mason, 49, has been named the Company’s Chief Financial Officer, effective September 13, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001605297-24-000003","anchor_url":"https://secwatch.observer/filing/0001605297-24-000003#claim-c422022a9a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/12659/000160529724000003/0001605297-24-000003-index.htm"},{"fact_type":"earnings_release","fact_key":"03da5a82b5c291fd4c24ecea7b91e5cc9aa23a3b","cik":12659,"ticker":"HRB","company_name":"H&R BLOCK INC","filed_at":"2024-05-09T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"raised","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"fiscal 2024 third quarter ended March 31, 2024","report_date":"2024-05-09","result_type":"reported_results","revenue_text":"$2.2 billion"},"claim":"H&R BLOCK INC reported fiscal 2024 third quarter ended March 31, 2024 results: revenue $2.2 billion. Guidance raised.","evidence_excerpt":"and double-digit EPS growth that allows for continued, significant returns of capital to our shareholders through dividends and share repurchases.\" • Total revenue of $2.2 billion increased by $91.2 million, or 4%, to the prior year. The increase was primarily due to a higher net average charge and higher company-owned volumes in the Assisted category","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001838862-24-000019","anchor_url":"https://secwatch.observer/filing/0001838862-24-000019#claim-03da5a82b5c291fd4c24ecea7b91e5cc9aa23a3b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/12659/000183886224000019/0001838862-24-000019-index.htm"}]}