secwatch.observer — SEC 8-K summary
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Issuer:     H&R BLOCK INC (HRB)
CIK:        0000012659
Form:       8-K
Filed at:   2025-08-11T23:59:59+00:00
Accession:  0001104659-25-076182
Event type: leadership
Sentiment:  neutral
Materiality: 0.65
Item codes: 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

H&R Block CEO Jeffrey Jones to retire Dec 31, 2025; Curtis Campbell named successor
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- Jones to retire as CEO and Board member effective Dec 31, 2025; will serve as Strategic Advisor through Sep 2026.
- Curtis Campbell, currently President of Global Consumer Tax, appointed CEO effective Jan 1, 2026; to join Board.
- Campbell’s offer letter includes $995k base salary, 125% STI target, $2.15M prorated LTI award for FY2026.
- Jones’ tenure: stock price +123%, market cap from $5.5B to $7.4B, returned over $4B to shareholders.
- Campbell previously CEO of TaxAct, joined H&R Block May 2024; succession resulted from rigorous board process.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/12659/000110465925076182/0001104659-25-076182-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/12659/000110465925076182/tm2523074d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-076182

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer