---
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"
generated_at: "2026-08-14T20:16:19.175839+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 5.02
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000012659-26-000028
- JSON: https://secwatch.observer/filing/0000012659-26-000028.json
- Plain text: https://secwatch.observer/filing/0000012659-26-000028.txt

## Key facts
- Executive change
  Matthew E. Winter departed as Director at H&R BLOCK INC.
  - Action: retire
  - Role: Director
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/12659/000001265926000028/0000012659-26-000028-index.htm
- Executive change
  Robert A. Gerard departed as Director at H&R BLOCK INC.
  - Action: retire
  - Role: Director
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/12659/000001265926000028/0000012659-26-000028-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.