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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

H&R Block, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-02
Trade date
2026-09-30
Reporting owners
Darling Mark J.
Code
S
Shares
2,700
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001225208-26-008114
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HRB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HRB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
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

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.

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.

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.

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