---
schema_version: "secwatch.filing_event.v1"
accession: "0001838862-24-000037"
form_type: "8-K"
ticker: "HRB"
cik: "0000012659"
company_name: "H&R BLOCK INC"
filed_at: "2024-10-23T23:59:59+00:00"
generated_at: "2026-05-30T10:59:10.726814+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# H&R Block extends banking partnership with Pathward through June 2027; adjusts Emerald Advance terms

## Summary
- Fourth Amendment extends PMA term by two years to June 30, 2027.
- Emerald Advance participation agreement amended to vary participation interests by jurisdiction.
- Company expects changes to slightly lower EFS's overall share of participation interests at portfolio level.
- Other material PMA terms remain substantially unchanged; amended refund transfer and Emerald Advance product schedules.

## SEC filing metadata
- accession: 0001838862-24-000037
- form_type: 8-K
- ticker: HRB
- cik: 0000012659
- company_name: H&R BLOCK INC
- filed_at: 2024-10-23T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/12659/000183886224000037/0001838862-24-000037-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/12659/000183886224000037/hrb-20241018.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001838862-24-000037
- JSON: https://secwatch.observer/filing/0001838862-24-000037.json
- Plain text: https://secwatch.observer/filing/0001838862-24-000037.txt

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