Skip to main content
H&R BLOCK INC logo

H&R BLOCK INC — Investor Relations & Filings

Ticker · HRB ISIN · US0936711052 LEI · 549300CE3KUCWLZBG404 US Professional, scientific and technical activities
Open in API
Filings indexed 2,317 across all filing types
Latest filing 2007-11-08 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 2007
Director's Dealing
2007-11-08 English
Director's Dealing 2007
Director's Dealing
2007-11-01 English
OOMC WAREHOUSE FACILITIES
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated October 26, 2007, which reports on amendments and terminations of financing facilities related to mortgage loan originations by a subsidiary of H&R Block, Inc. It details specific agreements entered into, amendments to warehouse financing facilities, and termination of certain financing arrangements. The content focuses on capital structure changes and financing updates, including details about loan amounts, covenants, and counterparties. There is no indication that this is a full annual or quarterly report, audit report, earnings release, or other types of filings. The document is a current report on material definitive agreements and financial obligations, which fits the category of Capital/Financing Update filings. Therefore, the appropriate classification is CAP (Capital/Financing Update). The document length and detail support a high confidence in this classification.
2007-11-01 English
BFC CREDIT FACILITIES DRAW
Capital/Financing Update Classification · 100% confidence The document is a Form 8-K Current Report filed with the SEC, dated October 19, 2007, by H&R Block, Inc. It reports a drawdown of $175 million under existing credit facilities, detailing the terms and covenants of the credit agreement. The content focuses on financing activity, specifically the creation of a direct financial obligation and credit facility draw. There are no financial statements or comprehensive financial performance data, so it is not an Annual or Interim Report. It is not an earnings release or management discussion. The document is clearly an update on financing activities, fitting the Capital/Financing Update category.
2007-10-25 English
Director's Dealing 2007
Director's Dealing
2007-10-23 English
PRELIMINARY PROXY STATEMENT
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Preliminary Proxy Statement filed on Schedule 14A with the SEC, as indicated by the header and the text. It is related to a special meeting of shareholders to vote on a proposal to amend the company's articles of incorporation regarding the board structure. The document contains detailed information about the meeting, voting procedures, and proxy solicitation. Proxy statements are materials sent to shareholders to provide information and request votes for meetings, which matches the definition of Proxy Solicitation & Information Statement (PSI). The document is not an announcement of voting results, nor is it a full annual report or other financial report. Therefore, the correct classification is PSI.
2007-10-19 English

Browse filings by year

33 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.