H&R Block Management

Management criteria checks 3/4

H&R Block's CEO is Jeff Jones, appointed in Oct 2017, has a tenure of 6.5 years. total yearly compensation is $8.81M, comprised of 11.3% salary and 88.7% bonuses, including company stock and options. directly owns 0.54% of the company’s shares, worth $35.12M. The average tenure of the management team and the board of directors is 4.1 years and 6.4 years respectively.

Key information

Jeff Jones

Chief executive officer

US$8.8m

Total compensation

CEO salary percentage	11.3%
CEO tenure	6.5yrs
CEO ownership	0.5%
Management average tenure	4.1yrs
Board average tenure	6.4yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Jeff Jones's remuneration changed compared to H&R Block's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	US$596m
Sep 30 2023	n/a	n/a	US$564m
Jun 30 2023	US$9m	US$998k	US$560m
Mar 31 2023	n/a	n/a	US$478m
Dec 31 2022	n/a	n/a	US$507m
Sep 30 2022	n/a	n/a	US$541m
Jun 30 2022	US$11m	US$998k	US$558m
Mar 31 2022	n/a	n/a	US$436m
Dec 31 2021	n/a	n/a	US$520m
Sep 30 2021	n/a	n/a	US$455m
Jun 30 2021	n/a	n/a	US$544m
Apr 30 2021	US$9m	US$998k	US$588m
Jan 31 2021	n/a	n/a	US$102m
Oct 31 2020	n/a	n/a	US$206m
Jul 31 2020	n/a	n/a	US$245m
Apr 30 2020	US$7m	US$1m	US$6m
Jan 31 2020	n/a	n/a	US$426m
Oct 31 2019	n/a	n/a	US$435m
Jul 31 2019	n/a	n/a	US$447m
Apr 30 2019	US$9m	US$998k	US$444m
Jan 31 2019	n/a	n/a	US$705m
Oct 31 2018	n/a	n/a	US$582m
Jul 31 2018	n/a	n/a	US$604m
Apr 30 2018	US$12m	US$697k	US$625m

Compensation vs Market: Jeff's total compensation ($USD8.81M) is above average for companies of similar size in the UK market ($USD3.41M).

Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.

CEO

Jeff Jones (55 yo)

6.5yrs

Tenure

US$8,814,357

Compensation

Mr. Jeffrey J. Jones, II, also known as Jeff, has been the Chief Executive Officer and President at H&R Block, Inc. since October 9, 2017 and has been its Director since 2017. Mr. Jones is an Independent D...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Jeffrey Jones	President	6.5yrs	US$8.81m	0.54% $ 35.1m
Kellie Logerwell	VP & Chief Accounting Officer	7.8yrs	US$702.22k	0.016% $ 1.0m
Dara Redler	Chief Legal Officer	2.3yrs	US$1.95m	0.0071% $ 462.6k
Tony Bowen	Executive Officer	less than a year	US$2.92m	0.066% $ 4.3m
Nicki Cole	VP of Technology	2.3yrs	no data	no data
Alan Lowden	Chief Information Officer	no data	no data	no data
Michaella Gallina	Vice President of Investor Relations	no data	no data	no data
Jill Cress	Chief Marketing & Experience Officer	1.9yrs	no data	no data
Tiffany Monroe	Chief People and Culture Officer	6.1yrs	no data	no data
Colby Brown	Vice President and Corporate Controller	13.6yrs	no data	no data
Jamil Khan	Chief Strategy & Small Business Officer	4.5yrs	no data	no data
Les Whiting	Chief Financial Services Officer	3.7yrs	no data	no data

4.1yrs

Average Tenure

50yo

Average Age

Experienced Management: 0HOB's management team is considered experienced (4.1 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Jeffrey Jones	President	7.3yrs	US$8.81m	0.54% $ 35.1m
Victoria Reich	Independent Director	12.6yrs	US$320.26k	0.0032% $ 208.3k
Matthew Winter	Independent Director	6.4yrs	US$323.51k	0% $ 0
Robert Gerard	Independent Chairman	16.6yrs	US$490.60k	0.023% $ 1.5m
Mia Mends	Independent Director	3yrs	US$305.14k	0% $ 0
Richard Johnson	Independent Director	8.6yrs	US$303.51k	0% $ 0
Sean Cohan	Independent Director	3yrs	US$297.89k	0% $ 0
Anuradha Gupta	Independent Director	4.4yrs	US$311.01k	0% $ 0
Yolande Piazza	Independent Director	3.6yrs	US$294.51k	0% $ 0

6.4yrs

Average Tenure

55yo

Average Age

Experienced Board: 0HOB's board of directors are considered experienced (6.4 years average tenure).

H&R Block Management

Management criteria checks 3/4

Key information

Recent management updates

H&R Block, Inc. Names Curtis Campbell as President, Global Consumer Tax & Chief Product Officer

Chief Financial Officer recently sold US$2.2m worth of stock

H&R Block, Inc., Annual General Meeting, Nov 03, 2023

Independent Director recently bought US$295k worth of stock

H&R Block, Inc. Announces Executive Changes

H&R Block, Inc., Annual General Meeting, Nov 04, 2022

Recent updates

H&R Block, Inc. to Report Q3, 2024 Results on May 09, 2024

Now 23% overvalued after recent price rise

Upcoming dividend of US$0.32 per share

Second quarter 2024 earnings released: US$1.33 loss per share (vs US$1.42 loss in 2Q 2023)

H&R Block, Inc. Reaffirms Earnings Guidance for the Year 2024

First quarter dividend of US$0.32 announced

H&R Block Announces Quarterly Cash Dividend, Payable on April 3, 2024

H&R Block’S New Direct Import Feature Makes Switching from Turbotax to H&R Block DIY Online Fast and Easy

H&R Block, Inc. Names Curtis Campbell as President, Global Consumer Tax & Chief Product Officer

H&R Block, Inc. to Report Q2, 2024 Results on Feb 06, 2024

H&R Block, Inc. Introduces H&R Block AI Tax Assist

New minor risk - Insider selling

Chief Financial Officer recently sold US$2.2m worth of stock

Upcoming dividend of US$0.32 per share at 2.7% yield

H&R Block Announces the Launch of the New and Improved H&R Block Emerald Advance Loan

First quarter 2024 earnings released: US$1.12 loss per share (vs US$1.05 loss in 1Q 2023)

H&R Block, Inc. Announces Quarterly Cash Dividend, Payable January 4, 2024

H&R Block, Inc. to Report Q1, 2024 Results on Nov 07, 2023

H&R Block, Inc., Annual General Meeting, Nov 03, 2023

Upcoming dividend of US$0.32 per share at 3.2% yield

H&R Block, Inc. Announces Quarterly Dividend, Payable on October 4, 2023

Full year 2023 earnings released: EPS: US$3.57 (vs US$3.31 in FY 2022)

H&R Block, Inc. to Report Q4, 2023 Results on Aug 15, 2023

Upcoming dividend of US$0.29 per share at 3.9% yield

Independent Director recently bought US$295k worth of stock

H&R Block, Inc. Updates Earnings Guidance for the Fiscal Year 2023

Third quarter 2023 earnings released: EPS: US$4.23 (vs US$4.13 in 3Q 2022)

H&R Block, Inc. Announces Executive Changes

Upcoming dividend of US$0.29 per share at 3.1% yield

Second quarter 2023 earnings released: US$1.43 loss per share (vs US$1.08 loss in 2Q 2022)

H&R Block, Inc. Reaffirms Revenue Guidance for Fiscal Year 2023

H&R Block, Inc. Announces Quarterly Cash Dividend, payable on April 5, 2023

H&R Block Introduces First Artificial Intelligence Technology

H&R Block, Inc. to Report Q2, 2023 Results on Feb 07, 2023

Upcoming dividend of US$0.29 per share

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on January 3, 2023

First quarter 2023 earnings released: US$1.05 loss per share (vs US$0.84 loss in 1Q 2022)

H&R Block, Inc. Reaffirms Revenue Guidance for Fiscal Year 2023

H&R Block, Inc. to Report Q1, 2023 Results on Nov 01, 2022

H&R Block, Inc., Annual General Meeting, Nov 04, 2022

Insider recently sold US$2.3m worth of stock

Upcoming dividend of US$0.29 per share

Chief Financial Officer recently sold US$3.1m worth of stock

Christianna Wood Not to Stand for Re-Election as Director of H&R Block, Inc

Investor sentiment improved over the past week

Full year 2022 earnings released: EPS: US$3.27 (vs US$3.00 in FY 2021)

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on October 3, 2022

H&R Block, Inc. to Report Fiscal Year 2022 Results on Aug 09, 2022

Upcoming dividend of US$0.27 per share

Investor sentiment improved over the past week

H&R Block, Inc. Revises Earnings Guidance for the Fiscal Year 2022

Third quarter 2022 earnings released: EPS: US$4.08 (vs US$5.23 in 3Q 2021)

H&R Block Declares Quarterly Cash Dividend, Payable on July 1, 2022

H&R Block, Inc. to Report Q3, 2022 Results on May 10, 2022

H&R Block, Inc. Appoints Jill Cress as Chief Marketing and Experience Officer, Effective May 2

H&R Block, Inc. Announces Executive Changes

H&R Block, Inc. Announces Executive Changes

Upcoming dividend of US$0.27 per share

Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations

H&R Block Declares Quarterly Cash Dividend, Payable on April 1, 2022

Upcoming dividend of US$0.27 per share

Independent Chairman recently bought US$126k worth of stock

First quarter 2022 earnings released: US$0.84 loss per share (vs US$1.17 loss in 1Q 2021)

Independent Director Paul Brown has left the company

Upcoming dividend of US$0.27 per share

Insider recently sold US$270k worth of stock

Full year 2021 earnings released: EPS US$3.15 (vs US$0.028 in FY 2020)

H&R Block, Inc. Provides Earnings Outlook for the Fiscal 2021

Independent Director has left the company