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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 2011-12-06 Capital/Financing Update
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
RSM MCGLADREY CLOSING
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K Current Report filed by H&R Block, Inc. It reports the completion of the sale of the RSM McGladrey operations, including details of the transaction, proceeds, and related agreements. The document references prior 8-K filings and includes unaudited pro forma financial information as an exhibit. The content focuses on a significant transaction (disposition of assets) and merger-related activity rather than a full annual or quarterly report, earnings release, or management discussion. This fits the category of a Capital/Financing Update (CAP), as it provides updates on company financing activities and capital structure changes related to the sale and merger. The document length and detail confirm it is not a brief announcement or a regulatory filing fallback. Therefore, the appropriate classification is CAP with high confidence.
2011-12-06 English
FORM 10-Q
Interim / Quarterly Report Q2 2012
2011-12-05 English
EARNINGS
Earnings Release Classification · 95% confidence The document is a Form 8-K current report filed by H&R Block, dated December 1, 2011. It specifically states that the company issued a press release regarding its results of operations for the fiscal quarter ended October 31, 2011, and that the press release is furnished as an exhibit. The document itself does not contain detailed financial statements or substantive financial data but rather announces the earnings release via a press release. The length of the document is 2375 characters, which is relatively short and consistent with an announcement rather than a full report. According to the rules, initial announcements of quarterly financial results (key highlights only) are classified as Earnings Release (ER). Therefore, this document should be classified as an Earnings Release (ER).
2011-12-02 English
TAXACT TERMINATION AGREEMENT
Regulatory Filings Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated November 14, 2011. It announces the termination of a material definitive agreement related to a merger (the Merger Agreement) between H&R Block and 2SS Holdings, Inc. The text describes the termination of the merger agreement due to a DOJ antitrust lawsuit and court injunction. There are no financial statements or detailed financial data presented, only an announcement of the termination of the merger agreement. This fits the category of a Regulatory Filing (RNS) as it is a general regulatory announcement and does not fit into more specific categories like M&A filings or merger proxy statements, which would be more detailed and formal filings. The document length is under 5,000 characters and is a standalone announcement, not a full report or presentation.
2011-11-15 English
RSM MERGER AGREEMENT
M&A Activity Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated November 3, 2011, by H&R Block, Inc. It reports the entry into a material definitive agreement, specifically an Agreement and Plan of Merger between H&R Block subsidiaries and McGladrey & Pullen LLP. The content focuses on the merger transaction details, consideration, conditions, and indemnification terms. There are no financial statements or quarterly results presented, nor is this a proxy or voting result announcement. The document is clearly an announcement of a merger agreement and related transaction information. According to the filing definitions, announcements and documents related to merger proposals or takeover bids fall under the category 'M&A Activity' with code TAR. The document length (6667 characters) and detailed merger agreement summary confirm it is not a brief announcement or a report publication notice but a substantive filing about the merger transaction. Therefore, the correct classification is TAR with high confidence.
2011-11-07 English
Director's Dealing 2011
Director's Dealing
2011-10-05 English

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