Director — Robert A. Gerard: Routine retirement of two board members ahead of the annual meeting with no indication of disagreement or operational disruption.

and furnished as Exhibit 99.1 to this Current Report on Form 8-K, the Company’s Board of Directors has approved an increase in its quarterly dividend of 10%, to $0.46 per share, and declared a quarterly cash dividend of $0.46 per share payable on October 6, 2026 to shareholders of record as of September 3, 2026.

Results of Operations and Financial Condition. On May 6, 2026, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Results of Operations and Financial Condition. On February 3, 2026, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Director — Geralyn R. Breig, Christian H. Charnaux, Stephanie C. Plaines: The filing discloses the routine election of three new directors to fill vacancies created by a board expansion, with no executive departures or sudden changes in senior management.

Results of Operations and Financial Condition. On November 6, 2025, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Chief Accounting Officer — Ms. Wasleski: The filing details the compensation and promotional award for Ms. Wasleski's appointment as Vice President and Chief Accounting Officer, indicating an internal advancement rather than a departure.

Entry into a Material Definitive Agreement. On August 26, 2025, Block Financial LLC ("Block Financial") issued and sold $350.0 million principal amount of its 5.375% Notes due 2032 (the "Notes"), which are fully and unconditionally guaranteed by H&R Block, Inc. (the "Company") pursuant to guarantees (the "Guarantees") endorsed on the Notes. The closing of the sale of the Notes occurred on August 26, 2025. The offering of the Notes was registered under the Securities Act of 1933 (the "Securiti…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information contained in

Entry into a Material Definitive Agreement. On August 19, 2025, H&R Block, Inc. (the "Company") and Block Financial LLC ("Block Financial") entered into an Underwriting Agreement (the "Underwriting Agreement") with J.P. Morgan Securities LLC, PNC Capital Markets LLC, and U.S. Bancorp Investments, Inc., as representatives of the several underwriters named therein (the "Underwriters"), providing for the issuance and sale by Block Financial of $350.0 million principal amount of its 5.375% Notes…

Chief Accounting Officer — Kellie J. Logerwell: The Chief Accounting Officer is retiring with a named internal successor, representing an orderly succession rather than a sudden loss of executive talent.

and furnished as Exhibit 99.1 to this Current Report on Form 8-K, the Company’s Board of Directors has approved an increase in its quarterly dividend of 12%, to $0.42 per share, and declared a quarterly cash dividend of $0.42 per share payable on October 6, 2025 to shareholders of record as of September 4, 2025.

CEO — Jeffrey J. Jones II: The CEO is retiring with a pre-announced internal successor (Curtis A. Campbell) and a transition plan, indicating an orderly succession rather than a sudden loss of leadership.

Entry into a Material Definitive Agreement. On July 11, 2025, Block Financial LLC (“Block Financial”), a wholly-owned subsidiary of H&R Block, Inc. (the “Company”), entered into the Fifth Amended and Restated Credit and Guarantee Agreement (the “Amended Credit Facility”) amending and restating the Fourth Amended and Restated Credit and Guarantee Agreement, which was entered into on June 11, 2021 and amended on May 25, 2023 (as amended, the “2021 Credit Facility”), among Block Financial, as th…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information included in

Results of Operations and Financial Condition. On May 7, 2025, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended March 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Results of Operations and Financial Condition. On February 4, 2025, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended December 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Results of Operations and Financial Condition. On November 7, 2024, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended September 30, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Entry into a Material Definitive Agreement. As previously disclosed, on August 5, 2020, Emerald Financial Services, LLC (“EFS”), a wholly-owned, indirect subsidiary of H&R Block, Inc. (the “Company”) and Pathward, N.A. (f/k/a MetaBank, N.A.), a national bank (“Pathward”), entered into a Program Management Agreement (the “PMA”) pursuant to which Pathward acts as the bank provider of H&R Block-branded and other financial products. The PMA was most recently amended pursuant to a Third Amendment…

Director — Yolande G. Piazza: A director resigned without disagreement, resulting in a reduction of board size, which is a standard governance change with low market impact.

and furnished as Exhibit 99.1 to this Current Report on Form 8-K, the Company’s Board of Directors has approved an increase in its quarterly dividend of 17%, to $0.375 per share, and declared a quarterly cash dividend of $0.375 per share payable on October 3, 2024 to shareholders of record as of September 5, 2024. The Company also announced that its Board of Directors approved a new $1.5 billion share repurchase authorization. This new share repurchase authorization does not have an expiratio…

CFO — Tiffany L. Mason: The filing announces the planned retirement of the current CFO and the appointment of a named external successor, representing an orderly succession rather than a sudden loss of leadership.

Results of Operations and Financial Condition. On May 9, 2024, H&R Block, Inc. (the "Company") issued a press release regarding the Company’s results of operations for the fiscal quarter ended March 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.