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H&R BLOCK INC

For the period ended Dec 31, 2024. Filed Feb 6, 2025.

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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Dec 31, 2024 · Filed Feb 6, 2025

HRB$50.98-3.2%Stored close · as of Nov 9, 2026

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Item 5. Other Information

Director and Section 16 Officer Trading Arrangements

On November 11, 2024, Jeffrey J. Jones II, President, Chief Executive Officer and Director, adopted a Rule 10b5-1 plan (Rule 10b5-1 Plan) intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act. Mr. Jones’s Rule 10b5-1 Plan provides for the sale of up to 212,963 shares of the Company’s common stock, pursuant to the terms of the Rule 10b5-1 Plan. The Rule 10b5-1 Plan expires on November 11, 2025, or upon the earlier completion of all authorized transactions under such Rule 10b5-1 Plan.

No other director or Section 16 officer adopted orterminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K during the three months ended December 31, 2024.

H&R Block, Inc. |Q2 FY2025 Form 10-Q25
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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.