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Public ownership evidence

H&R Block, Inc. (HRB) Ownership Disclosures

Read HRB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-10-022026-09-30Darling Mark J.S2,700Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-30 and its public availability date is 2026-10-02. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001225208-26-008114 ↗SEC 0001225208-26-007530 ↗SEC 0001225208-26-007529 ↗

Recent Form 4 activity

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2026-10-022026-09-30Darling Mark J.S2,700Not reported
2026-09-032026-08-31Campbell Curtis AA49,129Not reported
2026-09-032026-08-31Darling Mark J.A6,099Not reported
2026-09-032026-08-31Manuel ScottA10,843Not reported
2026-09-032026-08-31Mason Tiffany LA13,553Not reported
2026-09-032026-08-31Redler Dara SA9,826Not reported
2026-09-032026-08-31Wasleski April M.A1,426Not reported
2026-08-152026-08-12Redler Dara SA17,271Not reported
2026-08-152026-08-12Darling Mark J.A4,429Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2973$2,780None
Cornerstone Financial Management LLC2026-03-312026-08-2921$667None
Cornerstone Financial Management LLC2025-12-312026-08-2915$654None
Advisors Asset Management, Inc.2021-12-312026-08-28592,130$13,950,583None
Advisors Asset Management, Inc.2022-12-312026-08-28161,791$5,906,989None
Advisors Asset Management, Inc.2020-06-302026-08-2862,804$896,841None
Advisors Asset Management, Inc.2022-06-302026-08-28374,234$13,218,000None
Advisors Asset Management, Inc.2021-09-302026-08-28596,797$14,920,000None
Corient Private Wealth LP2026-06-302026-08-28196,642$7,488,498None
Corient Private Wealth LP2026-06-302026-08-287,882$300,147None
Redwood Investment Management, LLC2024-12-312026-08-28102,452$5,414,000None
Redwood Investment Management, LLC2025-03-312026-08-2892,654$5,088,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2734$1,295None
Principia Wealth Advisory, LLC2026-03-312026-08-275$159None
Advisors Asset Management, Inc.2025-03-312026-08-273,901$214,204None
Advisors Asset Management, Inc.2022-09-302026-08-27259,215$11,027,000None
Advisors Asset Management, Inc.2020-12-312026-08-27297,069$4,712,000None
Advisors Asset Management, Inc.2022-03-312026-08-27496,677$12,933,469None
Advisors Asset Management, Inc.2023-06-302026-08-2734,301$1,093,173None
Advisors Asset Management, Inc.2023-09-302026-08-2720,003$861,329None
Advisors Asset Management, Inc.2023-03-312026-08-2757,241$2,017,745None
Advisors Asset Management, Inc.2021-03-312026-08-27444,154$9,682,557None
Advisors Asset Management, Inc.2021-06-302026-08-27581,426$13,652,000None
Advisors Asset Management, Inc.2020-09-302026-08-27157,255$2,561,684None
Advisors Asset Management, Inc.2025-09-302026-08-271,902$96,184None
Advisors Asset Management, Inc.2023-12-312026-08-277,905$382,365None
Redwood Investment Management, LLC2025-06-302026-08-2787,449$4,800,000None
Redwood Investment Management, LLC2025-09-302026-08-2763,181$2,944,000None
Redwood Investment Management, LLC2025-12-312026-08-2759,320$2,585,000None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2666,200$2,101,188None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2666,200$2,520,896None
Advisors Asset Management, Inc.2025-06-302026-08-253,789$207,978None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25146,872$5,592,886None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,592,886$146,872,000None
Advisors Asset Management, Inc.2024-09-302026-08-222,712$172,348None
Advisors Asset Management, Inc.2024-06-302026-08-22982$53,254None
Advisors Asset Management, Inc.2024-12-312026-08-223,952$208,824None
Assenagon Asset Management S.A.2026-06-302026-08-22116,980$4,454,598None
First Nebraska Trust Co2005-06-302026-08-213,795$221,438None
Kingsview Wealth Management, LLC2026-06-302026-08-2083,076$3,163,532None
Kingsview Wealth Management, LLC2026-06-302026-08-2051,152$1,947,868None
Archer Investment Corp2026-06-302026-08-2016,300$620,704None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20131,120$4,993,051None
Ensign Peak Advisors, Inc2026-03-312026-08-196,592$209,230None
Ensign Peak Advisors, Inc2025-12-312026-08-1911,583$504,787None
Ensign Peak Advisors, Inc2025-09-302026-08-1935,682$1,804,439None
Fulcrum Asset Management LLP2026-06-302026-08-19502$19,186None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1915$1,000None
Corient Private Wealth LP2026-06-302026-08-18177,730$6,768,186None
Redwood Investment Management, LLC2026-06-302026-08-1857,857$2,203,000None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.