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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 2012-09-14 Regulatory Filings
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
AUTO-GENERATED PAPER DOCUMENT
Regulatory Filings
2012-09-14 English
10-Q
Interim / Quarterly Report Q1 2013
2012-09-05 English
EARNINGS
Earnings Release Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated September 5, 2012. It announces the issuance of a press release regarding the company's quarterly results for the fiscal quarter ended July 31, 2012. The text explicitly states that the press release is furnished as an exhibit to the Form 8-K. The document itself does not contain detailed financial statements or substantive financial data but rather serves as an announcement of the earnings release. Given the short length (2361 characters) and the nature of the content, this is an Earnings Release announcement rather than the full earnings report or quarterly report. Therefore, the appropriate classification is Earnings Release (ER).
2012-09-05 English
Director's Dealing 2012
Director's Dealing
2012-09-05 English
DEFA14A
Remuneration Information Classification · 100% confidence The document is a Schedule 14A filing, which is a definitive proxy statement supplement filed with the SEC. It contains detailed disclosures related to shareholder voting proposals, executive compensation, and long-term incentive plans, all typical contents of proxy statements. The text explicitly states it is a "SUPPLEMENT TO THE PROXY STATEMENT" for the Annual Meeting of Shareholders. Proxy statements and their supplements are classified under Remuneration Information filings, as they detail compensation for executives and directors and solicit shareholder votes on such matters. The presence of executive compensation discussion and shareholder voting proposals confirms this classification. The document is not an annual report, earnings release, or other financial report, but a proxy solicitation related filing focused on remuneration and governance matters.
2012-08-31 English
2012 CREDIT FACILITY
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filing dated August 17, 2012, by H&R Block, Inc. It announces the entry into a new five-year, $1.5 billion Credit and Guarantee Agreement (the 2012 Credit Facility). The text details the terms of the credit facility, including interest rates, covenants, and conditions. It also mentions the termination of a previous credit facility and includes references to exhibits such as the full credit agreement and a press release. The document is focused on financing activities and does not contain financial statements or earnings data. Therefore, it fits the category of Capital/Financing Update (CAP). The document length (6988 characters) and content confirm it is a substantive filing, not just an announcement of a report. Hence, the classification is CAP with high confidence.
2012-08-20 English

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