secwatch.observer — SEC 8-K summary
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Issuer:     H&R BLOCK INC (HRB)
CIK:        0000012659
Form:       8-K
Filed at:   2024-10-23T23:59:59+00:00
Accession:  0001838862-24-000037
Event type: other_material
Sentiment:  neutral
Materiality: 0.40
Item codes: 1.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/12659/000183886224000037/0001838862-24-000037-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/12659/000183886224000037/hrb-20241018.htm
  HTML page:      https://secwatch.observer/filing/0001838862-24-000037

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