Research Summary
AI-generated summary of this SEC filing
H&R Block (HRB) VP April Wasleski Receives RSU Award
What Happened
April M. Wasleski, VP & Chief Accounting Officer of H&R Block (HRB), was granted 1,426 restricted share units (RSUs) under the company’s 2018 Long Term Incentive Plan on 2026-08-31 (transaction code A). To cover tax withholding, 413 shares were surrendered/disposed (transaction code F) at $51.65 per share for a withholding amount of $21,331. The RSUs were granted at $0 acquisition price (typical for RSU awards); at the $51.65 share price used for withholding the award’s implied market value is about $73,653 and the net RSUs remaining after withholding are 1,013.
Key Details
- Transaction date: 2026-08-31
- Grant: 1,426 RSUs (code A) granted at $0.00
- Tax withholding: 413 shares (code F) withheld/ disposed at $51.65 -> $21,331
- Net RSUs after withholding: 1,013 (1,426 − 413) to be delivered subject to vesting
- Footnote: RSUs granted under the H&R Block, Inc. 2018 Long Term Incentive Plan; restrictions lapse in three equal installments beginning on the first anniversary of the grant.
- Filing timeliness: Form 4 filed 2026-09-02 for an 2026-08-31 transaction — appears timely (within the required two business days).
- Shares owned after the transaction: Not specified in the filing.
Context
RSUs are a form of compensation (not an open‑market purchase or sale). The 413 shares reported as “disposed” were used to satisfy tax withholding obligations, not necessarily sold on the open market as a separate investment decision. Because this is a compensation grant (award) rather than a purchase, it should not be read as a direct bullish or bearish signal about the insider’s view of the stock.