Source-grounded facts extracted from H&R BLOCK INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Matthew E. Winter departed as Director at H&R BLOCK INC.
“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”).”
Robert A. Gerard departed as Director at H&R BLOCK INC.
“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”).”
H&R BLOCK INC updated its fiscal 2026 third quarter ended March 31, 2026 guidance (raised).
“On May 6, 2026, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended March 31, 2026.”
H&R BLOCK INC incurred senior notes of $350.0 million at 5.375% maturing September 15, 2032.
“Block Financial LLC ("Block Financial") issued and sold $350.0 million principal amount of its 5.375% Notes due 2032”
H&R BLOCK INC amended revolving credit of $1.5 billion with lenders party thereto from time to time, and JPMorgan Chase Bank, N.A. as the administrative agent maturing July 11, 2030.
“The Amended Credit Facility extends the scheduled maturity date under the 2021 Credit Facility from June 11, 2026 to July 11, 2030, maintains the aggregate principal amount of $1.5 billion, and revises the applicable interest rate table.”
Yolande G. Piazza resigned as Director at H&R BLOCK INC.
“On September 17, 2024, Yolande G. Piazza, a member of the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”), notified the Board of her decision to resign as a director of the Company effective immediately.”
Tony G. Bowen departed as Chief Financial Officer at H&R BLOCK INC.
“will succeed Tony G. Bowen, the Company’s current Chief Financial Officer, whose retirement will be effective September 13, 2024.”
Tiffany L. Mason was named as Chief Financial Officer at H&R BLOCK INC.
“On August 5, 2024, H&R Block, Inc. (the “Company”) announced that Tiffany L. Mason, 49, has been named the Company’s Chief Financial Officer, effective September 13, 2024.”
H&R BLOCK INC reported fiscal 2024 third quarter ended March 31, 2024 results: revenue $2.2 billion. Guidance raised.
“and double-digit EPS growth that allows for continued, significant returns of capital to our shareholders through dividends and share repurchases." • Total revenue of $2.2 billion increased by $91.2 million, or 4%, to the prior year. The increase was primarily due to a higher net average charge and higher company-owned volumes in the Assisted category”
Tony Bowen retired as Chief Financial Officer at H&R BLOCK INC.
“On February 1, 2024, Tony Bowen notified H&R Block, Inc. (the “Company”) of his intention to retire from his position as Chief Financial Officer following the Company’s fiscal year 2024 to spend more time with family and focus on personal interests.”
H&R BLOCK INC reported the fiscal 2024 second quarter ended December 31, 2023 results: revenue $179.1 million, EPS $(1.33). Guidance reaffirmed.
“Total revenue of $179.1 million increased by $12.7 million, or 8%, to the prior year.”
H&R BLOCK INC reported fiscal 2024 first quarter ended September 30, 2023 results: revenue $183.8 million, EPS $(1.11). Guidance reaffirmed.
“Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results 1 for the fiscal 2024 first quarter ended September 30, 2023. • First quarter revenue was $183.8 million, an increase of 2% to the prior year • The Company reaffirmed its previously announced outlook for fiscal year 2024 • Repurchased $132.0 million of shares, retiring another 2% of”
H&R BLOCK INC shareholders approved Frequency of future advisory votes on named executive officer compensation at the 2023-11-03 meeting.
“In the advisory proposal on the frequency of holding future advisory votes on the Company’s named executive officer compensation, the shareholders recommended annual frequency as follows:”
H&R BLOCK INC shareholders approved Advisory proposal on named executive officer compensation at the 2023-11-03 meeting.
“The advisory proposal on the Company’s named executive officer compensation was approved as follows:”
H&R BLOCK INC shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending June 30, 2024 at the 2023-11-03 meeting.
“The proposal for the ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2024 was approved as follows:”
H&R BLOCK INC shareholders approved Election of nine directors at the 2023-11-03 meeting.
“Each of the following nominees for director was elected to serve until the next annual meeting of shareholders or until a respective successor is elected and qualified:”
H&R BLOCK INC reported the fiscal year ended June 30, 2023 results: revenue $3.5 billion, net income $562, EPS $3.56.
“H&R Block reported full year revenue of $3.5 billion (+0.3% growth), earnings per share from continuing operations 2 of $3.56 (+9% growth), and adjusted earnings per share from continuing operations 2 of $3.82 (+9% growth)”
H&R BLOCK INC amended First Amendment with JPMorgan Chase Bank, N.A., as administrative agent (effective 2023-05-25).
“On May 25, 2023, H&R Block, Inc. (the “Company”) and its wholly-owned subsidiary, Block Financial LLC (“Block Financial”), entered into the First Amendment (the “Amendment”) to the Fourth Amended and Restated Credit and Guarantee Agreement, dated as of June 11, 2021 (the “Agreement”), by and among Block Financial, as borrower, the Company, as guarantor, the lenders party thereto from time to time (the “Lenders”), and JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”).”
Karen A. Orosco departed as President, Global Consumer Tax and Service Delivery at H&R BLOCK INC.
“H&R Block, Inc. (the “Company”) announced that effective as of May 11, 2023, Karen A. Orosco will no longer serve as the Company’s President, Global Consumer Tax and Service Delivery and will depart the Company as of July 1, 2023.”
H&R BLOCK INC reported fiscal 2023 third quarter ended March 31, 2023 results: revenue $2.1 billion, EPS $4.14.
“the Company delivered revenue of $2.1 billion, an increase of 2%; earnings per share from continuing operations 2 of $4.14, an increas e of 2%”
H&R BLOCK INC reported the fiscal 2023 second quarter ended December 31, 2022 results: revenue $166.4 million, EPS $(1.43). Guidance reaffirmed.
“are also pleased to reiterate our full year outlook for 2023, which calls for topline growth, EBITDA that outpaces revenue, and EPS that grows even faster." • Total revenue of $166.4 million, increased by $7.6 million, or 5%, to the prior year. The increase was primarily driven by volumes and net average charge as we had a strong end to the 2022 tax season, partially”
H&R BLOCK INC reported the fiscal quarter ended September 30, 2022 results: revenue $180.0 million, EPS $(1.05). Guidance reaffirmed.
“outstanding in the quarter, and are reaffirming our outlook that includes topline growth, EBITDA that outpaces revenue, and EPS that grows even faster." • Total revenue of $180.0 million decreased by $12.6 million, or 7%, to the prior year. The decrease was due to the Advanced Child Tax Credit being loaded onto Emerald Cards last year, causing a $16.6 million”
Christianna Wood departed as Director at H&R BLOCK INC.
“On August 16, 2022, Christianna Wood notified the Board of Directors of H&R Block, Inc. (the “Company”) that she does not intend to stand for re-election as a director of the Company at the 2022 Annual Meeting of Shareholders.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.