{"schema_version":"secwatch.filing_event.v1","accession":"0000012659-26-000028","form_type":"8-K","ticker":"HRB","cik":"0000012659","company_name":"H&R BLOCK INC","filed_at":"2026-08-14T20:08:48+00:00","discovered_at":"2026-08-14T20:16:10.207357+00:00","generated_at":"2026-08-14T20:16:19.175839+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"confidence":"high","headline":"H&R Block directors Gerard and Winter to retire from board at 2026 annual meeting","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000012659-26-000028","json":"https://secwatch.observer/filing/0000012659-26-000028.json","markdown":"https://secwatch.observer/filing/0000012659-26-000028.md","text":"https://secwatch.observer/filing/0000012659-26-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/12659/000001265926000028/0000012659-26-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/12659/000001265926000028/hrb-20260812.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-14T20:16:19.175839+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"533d6b631a","claim":"Matthew E. Winter departed as Director at H&R BLOCK INC.","evidence_excerpt":"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”).","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/12659/000001265926000028/0000012659-26-000028-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"7bd35cb4c8","claim":"Robert A. Gerard departed as Director at H&R BLOCK INC.","evidence_excerpt":"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”).","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/12659/000001265926000028/0000012659-26-000028-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}