H&R Block CFO Tiffany L. Mason Receives RSU Award; Shares Withheld

What Happened

• Tiffany L. Mason, Chief Financial Officer of H&R Block (HRB), was granted 13,553 restricted stock units (RSUs) on 2026-08-31. To cover tax withholding on the award, 3,510 shares were surrendered/disposed at $51.65 each, generating $181,292 in withholding.
• The grant is recorded as an award (code A) and the share disposition for tax withholding is recorded under code F. The RSU grant shows a $0.00 acquisition price because RSUs are awards, not an open-market purchase.

Key Details

• Transaction date: 2026-08-31
  • Grant (A): 13,553 RSUs @ $0.00
  • Tax withholding (F): 3,510 shares withheld/Disposed @ $51.65 = $181,292
• Shares owned after transaction: Not disclosed on the provided Form 4 data.
• Footnote: RSUs were 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 filed 2026-09-02. No late-filing flag was provided in the supplied data.

Context

• RSU grants are compensation, not purchases; the withheld shares represent a tax-withholding mechanism (shares surrendered to cover taxes), not an open-market sale that signals an intent to exit holdings.
• For retail investors, awards like this reflect routine executive compensation and vest over time per the plan's schedule rather than an immediate trade signal.