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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 2010-11-03 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 2010
Director's Dealing
2010-11-03 English
Regulatory Filings 2010
Regulatory Filings Classification · 95% confidence The document is a detailed response letter from a company to the SEC regarding comments on their Form 10-K for the fiscal year ended April 30, 2010, and Form 10-Q for the quarter ended July 31, 2010. It discusses specific accounting policies, contingent liabilities, and disclosures related to discontinued operations and mortgage loan servicing. The letter references detailed financial statement notes and audit reports, indicating it is related to the company's annual and quarterly financial filings. The content is not the filings themselves but a correspondence addressing SEC comments on those filings. However, the document is lengthy (15,000 characters) and contains substantive financial and accounting discussion, not merely a brief announcement or certification. Given the nature of the document as a response to SEC comments on the 10-K and 10-Q filings, it is best classified as a Regulatory Filing (RNS) because it is a correspondence letter and not the actual 10-K or 10-Q report. It does not fit the criteria for other categories such as Audit Report or Management Reports, as it is a formal response to regulatory comments.
2010-10-26 English
HSBC COMPLAINT
Legal Proceedings Report Classification · 100% confidence The document is a Form 8-K Current Report filed by H&R Block, Inc. dated October 15, 2010. The content describes a legal complaint filed by H&R Block against HSBC Bank USA in a U.S. District Court seeking injunctive relief related to a contractual dispute. There are no financial statements, earnings data, or management discussion of financial results. The document is primarily about a legal proceeding update. According to the filing definitions, updates on significant lawsuits or regulatory actions fall under Legal Proceedings Report (LTR). The document length is 2265 characters, which is short but contains substantive information about legal proceedings, not just an announcement or certification. Therefore, the appropriate classification is Legal Proceedings Report (LTR).
2010-10-18 English
FORM 8-K
M&A Activity Classification · 100% confidence The document is a Form 8-K filed with the SEC, dated October 13, 2010, by H&R Block, Inc. It reports the entry into a material definitive agreement, specifically an Agreement and Plan of Merger involving H&R Block and 2SS Holdings, Inc. The text details the terms of the merger, conditions, indemnifications, and voting agreements. The presence of a merger agreement and the nature of the content clearly indicate this is related to merger and acquisition activity. The document is not a full annual or quarterly report, nor is it an earnings release or other type of filing. It is a current report disclosing a significant corporate transaction, fitting the category of M&A Activity (TAR).
2010-10-14 English
Regulatory Filings 2010
Regulatory Filings Classification · 95% confidence The document text appears to be an encoded or corrupted file content, possibly a binary or compressed attachment, rather than readable text. There are no clear indications of report titles, fiscal periods, regulatory bodies, or specific financial data. The length is about 15,000 characters, but the content does not contain any meaningful financial or corporate disclosure information. Given the lack of identifiable content and the nature of the text, this document does not fit into any specific detailed filing category. Therefore, it should be classified under the fallback category Regulatory Filings (RNS).
2010-10-12 English
Director's Dealing 2010
Director's Dealing
2010-10-05 English

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