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H&R BLOCK INC — Investor Relations & Filings

Ticker · HRB ISIN · US0936711052 LEI · 549300CE3KUCWLZBG404 US Professional, scientific and technical activities
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Filings indexed 2,317 across all filing types
Latest filing 2012-12-03 Director's Dealing
Country US United States of America
Listing US HRB

About H&R BLOCK INC

https://www.hrblock.com/

H&R Block, Inc. provides tax preparation services for individuals and small businesses. The company offers multiple methods for clients to file taxes, including do-it-yourself (DIY) options through its online platform and downloadable software, as well as assisted tax preparation with tax professionals available in-person, via drop-off, or virtually. Its service portfolio caters to a wide range of tax situations, from simple returns to more complex scenarios involving investments, self-employment, or rental income. Through its Block Advisors brand, the company offers specialized, year-round services for small businesses, including bookkeeping, payroll, and business formation. H&R Block also provides a "Second Look® review" service to check prior-year returns for accuracy and potential missed savings. The company supports its services with guarantees for accuracy and maximum refunds.

Recent filings

Filing Released Lang Actions
Director's Dealing 2012
Director's Dealing
2012-12-03 English
Director's Dealing 2012
Director's Dealing
2012-11-16 English
Director's Dealing 2012
Director's Dealing
2012-11-02 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated October 22, 2012, by H&R Block, Inc. It reports the entry into a material definitive agreement related to the issuance and sale of $500 million principal amount of 5.50% Notes due 2022 by Block Financial LLC, guaranteed by the company. The document includes references to the Underwriting Agreement, Officers' Certificate, and form of Note, as well as legal opinions. The content focuses on financing activities, specifically the issuance of debt securities and related agreements. There are no financial statements or earnings data presented, nor is this a full annual or quarterly report. The primary subject is a capital raising transaction through debt issuance. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is over 5,000 characters and contains substantive information about the financing transaction, not just an announcement or certification, so it is not Regulatory Filings (RNS) or Report Publication Announcement (RPA).
2012-10-25 English
424B2
Capital/Financing Update Classification · 100% confidence The document is a prospectus supplement and prospectus related to a debt securities offering by Block Financial LLC, guaranteed by H&R Block, Inc. It includes detailed information about the terms of the notes, registration fees, underwriting, risk factors, and legal matters. The document references SEC registration statements (Form S-3) and includes detailed offering terms and conditions. This type of document is a capital markets offering document, specifically a prospectus supplement for a debt issuance, which falls under the category of Capital/Financing Update (CAP). It is not an annual report, earnings release, or any other report type. The length and content confirm it is not a brief announcement or a regulatory filing but a full offering document.
2012-10-23 English
FWP
Capital/Financing Update Classification · 95% confidence The document is an Issuer Free Writing Prospectus (FWP) dated October 22, 2012, related to a $500 million note offering by Block Financial LLC, guaranteed by H&R Block, Inc. It includes detailed terms of the notes, interest rates, maturity, redemption options, use of proceeds, and other financing details. The document is a disclosure related to a debt offering and financing activity, not a full financial report or earnings release. It is not a regulatory filing or announcement of a report publication but a detailed capital market communication about a financing transaction. Therefore, it fits best under the category Capital/Financing Update (CAP). The document length is 4662 characters, which is sufficient to contain substantive financing details rather than a brief announcement.
2012-10-23 English

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