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 2007-07-31 Proxy Solicitation & In…
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
DEFINITIVE ADDITIONAL MATERIALS
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a definitive additional material filing related to a proxy statement (Schedule 14A) for H&R Block's 2007 Annual Meeting of Shareholders. It includes a letter from the CEO urging shareholders to vote for the company's director nominees and discusses the proxy contest with a dissident hedge fund. The document references the mailing of proxy materials and the proxy statement, which is typical of proxy solicitation materials. It does not contain financial statements or detailed financial results, nor is it an announcement of earnings or an annual report. The content is focused on soliciting shareholder votes and providing information about the board nominees and the proxy contest. Therefore, the document fits the category of Proxy Solicitation & Information Statement (PSI). The document length (over 11,000 characters) and detailed content confirm it is the solicitation material itself, not just an announcement of its availability.
2007-07-31 English
DEFINITIVE ADDITIONAL MATERIALS
Remuneration Information Classification · 95% confidence The document is a Schedule 14A filing, specifically labeled as "Definitive Additional Materials" related to a proxy statement for the Annual Meeting of Shareholders. It discusses board nominees, shareholder voting instructions, and strategic company information aimed at influencing shareholder votes. The presence of proxy solicitation language and voting instructions indicates this is additional proxy solicitation material rather than the original proxy statement or a remuneration report. The document is not a full annual report, earnings release, or management discussion, but rather supplementary materials to a proxy statement. Therefore, the appropriate classification is Remuneration Information (DEF 14A), which covers proxy statements and related materials concerning executive compensation and shareholder voting matters.
2007-07-31 English
SOLICITING MATERIAL
Remuneration Information Classification · 95% confidence The document is identified as a Schedule 14A filing, which is a definitive proxy statement or soliciting material related to shareholder voting matters. It includes references to the proxy statement, shareholder meeting, and solicitation of votes. The content discusses shareholder value, company strategy, and a shareholder campaign, which are typical topics in proxy solicitation materials. There is no detailed financial report or earnings data, nor is it an annual or quarterly report. The document is not an announcement of a report but the proxy solicitation material itself. Therefore, the appropriate classification is Remuneration Information (DEF 14A), which covers proxy statements and related materials filed under Schedule 14A.
2007-07-31 English
DEFINITIVE PROXY STATEMENT
Proxy Solicitation & Information Statement
2007-07-30 English
PRELIMINARY REVISED PROXY STATEMENT
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Preliminary Revised Proxy Statement (PRER14A) filed with the SEC, as indicated by the header and form type Schedule 14A. It includes detailed information about the upcoming Annual Meeting of Shareholders, including election of directors, ratification of auditors, shareholder proposals, voting instructions, and proxy solicitation details. The document is not a full annual report, earnings release, or other financial report but rather a solicitation of shareholder votes and related information. This matches the definition of Proxy Solicitation & Information Statement (PSI). The document length is substantial (15,000 characters), and it contains the full proxy statement, not just an announcement of its availability. Therefore, the correct classification is PSI with high confidence.
2007-07-30 English
PRELIMINARY PROXY STATEMENT
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Schedule 14A Preliminary Proxy Statement filed with the SEC, as indicated by the header and the text. It is related to the solicitation of proxies for the 2007 Annual Meeting of Shareholders of H&R Block, Inc. The content focuses on the nomination of directors and the solicitation of votes for these nominees, which is typical of proxy statements. The document is not an annual report, earnings release, or any other financial report but rather a communication to shareholders to inform and solicit votes for board elections. Therefore, it fits the category of Proxy Solicitation & Information Statement (PSI). The document length is substantial (15,000 characters), and it contains detailed information about nominees and the proxy solicitation, confirming it is the proxy statement itself, not just an announcement.
2007-07-27 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.