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H&R BLOCK INC — Investor Relations & Filings

Ticker · HRB ISIN · US0936711052 LEI · 549300CE3KUCWLZBG404 US Professional, scientific and technical activities
Filings indexed 2,317 across all filing types
Latest filing 2011-03-31 Major Shareholding Noti…
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
Major Shareholding Notification 2011
Major Shareholding Notification
2011-03-31 English
FORM 8-K
Board/Management Information Classification · 100% confidence The document is a Form 8-K filed with the SEC, which is used for current reports on significant events. The key content is under Item 5.02, which announces the resignation of a director and Chairman of the Board. This indicates a change in the company's board of directors. There is no financial data or report attached, and the document is relatively short (2790 characters). The primary subject is management/board changes, not financial results or other report types. Therefore, the appropriate classification is Board/Management Information (MANG).
2011-03-22 English
FORM 8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated March 15, 2011, for H&R Block, Inc. It reports that the CEO will be presenting at the Credit Suisse Global Services Conference and includes the presentation slides as an exhibit. The document primarily consists of a notification about an upcoming investor presentation and includes the presentation slides as an exhibit. The length is 2604 characters, which is relatively short and the document does not contain detailed financial statements or analysis. This fits the description of an Investor Presentation (IP) filing rather than a full report or earnings release. Therefore, the appropriate classification is Investor Presentation (IP).
2011-03-15 English
FORM 10-Q
Interim / Quarterly Report Q3 2011
2011-03-09 English
CURRENT REPORT; EARNINGS, TAXACT
Regulatory Filings Classification · 95% confidence The document is a Form 8-K Current Report filed by H&R Block, Inc. It includes an announcement of an extension agreement related to a merger transaction and a press release regarding the company's quarterly results for the fiscal quarter ended January 31, 2011. The document itself is relatively short (3440 characters) and primarily serves to announce events and provide a press release rather than containing detailed financial statements or comprehensive analysis. The press release is furnished as an exhibit rather than being a full earnings release document. Therefore, this filing is best classified as a Regulatory Filing (RNS), which is the fallback category for miscellaneous filings that do not fit other specific categories, including current reports on Form 8-K that announce events and provide press releases.
2011-03-09 English
ORBIS INVESTMENT MGMT LTD
Major Shareholding Notification
2011-02-14 English

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