H&R Block directors Gerard and Winter to retire from board at 2026 annual meeting

H&R BLOCK INC

Robert A. Gerard and Matthew E. Winter will retire from H&R Block board and not stand for re-election at 2026 Annual Meeting in November.
Both will continue serving as directors until the 2026 Annual Meeting.
Decisions not due to any disagreement with company on operations, policies, or practices.
Gerard served as Chairman for almost 14 years; Winter chaired Compensation Committee.
Chairman Richard A. Johnson praised their contributions.

item 5.02

Executive movements

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Departed

Matthew E. Winter

Director

HRB · H&R BLOCK INC

Filed: August 14, 2026, 4:08 PM ET

On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).

Departed

Robert A. Gerard

Director

HRB · H&R BLOCK INC

Filed: August 14, 2026, 4:08 PM ET

On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Matthew E. Winter departed as Director at H&R BLOCK INC.

Action: retire
Role: Director

Exact text from the filing

On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Robert A. Gerard departed as Director at H&R BLOCK INC.

Action: retire
Role: Director

Exact text from the filing

On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).

View on SEC.gov

H&R BLOCK INC filing history →

Source: SEC EDGAR

accession 0000012659-26-000028

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