Home/Filings/4/0001225208-26-000816
4//SEC Filing

Plaines Stephanie 4

Accession 0001225208-26-000816

CIK 0000012659other

Filed

Jan 22, 7:00 PM ET

Accepted

Jan 23, 4:35 PM ET

Size

4.8 KB

Accession

0001225208-26-000816

Research Summary

AI-generated summary of this filing

Updated

H&R Block Director Stephanie Plaines Receives 3,727 DRSUs

What Happened
Stephanie Plaines, a director of H&R Block, was granted 3,727 director restricted share units (DRSUs) on January 22, 2026. The Form 4 reports an acquisition at $0.00 per unit (award/grant), i.e., this was a compensation award rather than a market purchase. The filing shows acquisition code A (award/grant); no immediate cash value is reported on the Form 4.

Key Details

  • Transaction date: 2026-01-22; Form 4 filed 2026-01-23 (timely filing).
  • Award: 3,727 DRSUs; reported price $0.00 (award).
  • Shares owned after the transaction: not specified in the provided Form 4 excerpt.
  • Footnote: These are DRSUs under the H&R Block, Inc. 2018 Long Term Incentive Plan that fully vest on the first anniversary of the grant, subject to Ms. Plaines’ continued service as a director. Directors may elect to receive underlying shares either immediately upon vesting or defer receipt until six months after termination of service.
  • Transaction code: A = Award/Grant.

Context
DRSUs are a form of equity compensation that convert into company stock upon vesting; they are common for non-employee directors and do not represent an immediate open-market purchase or sale. This grant is routine director compensation and should be viewed differently than an outright purchase (which can signal buying conviction) or a sale (which can signal liquidity needs).

Insider Transaction Report

Form 4
Period: 2026-01-22
Transactions
  • Award

    Common Stock

    [F1]
    2026-01-22+3,7273,727 total
Footnotes (1)
  • [F1]Director restricted share units (DRSUs) granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. DRSUs fully vest on the first anniversary of the grant date, subject to the reporting person's continued service as a director as of such vesting date. Prior to receipt of the award, each director has the opportunity to elect to receive the shares of common stock underlying the DRSU award either immediately upon vesting or to defer receipt of the shares until the six-month anniversary date of termination of service as a director.
Signature
Katharine M. Haynes, per Power of Attorney|2026-01-23

Documents

1 file

Issuer

H&R BLOCK INC

CIK 0000012659

Entity typeother

Related Parties

1
  • filerCIK 0001771330

Filing Metadata

Form type
4
Filed
Jan 22, 7:00 PM ET
Accepted
Jan 23, 4:35 PM ET
Size
4.8 KB