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AI brief of an SEC Form 8-K · H&R Block (HRB)

H&R Block CEO Jeffrey Jones to retire; Curtis Campbell named CEO effective January 1, 2026

Neutral Impact 4 of 5 leadership Written later

H&R Block said CEO Jeffrey J. Jones II will retire on December 31, 2025, and will remain a Strategic Advisor until September 2, 2026. Curtis Campbell, the company's President, Global Consumer Tax and Chief Product Officer, will succeed him as President and CEO on January 1, 2026, and join the Board. The filing describes the change as a planned succession, not a disagreement, and it sets out Campbell's pay package.

Key points

  • Jeffrey J. Jones II to retire as President and CEO and from the Board on December 31, 2025; he will be renominated to the Board at the 2025 Annual Meeting.
  • Curtis Campbell, age 52, joined H&R Block in May 2024 and becomes CEO on January 1, 2026, with an annual base salary of $995,000.
  • Campbell's one-time promotion long-term incentive award has an aggregate grant date fair value of $2.15 million.
  • Jones will receive no additional LTI or STI awards from January 1, 2026 through September 2, 2026.

The filing

CompanyH&R Block (HRB)
Form8-K, current report
Filed with the SECAug 11, 2025, 4:34 PM ET
Accession number0001104659-25-076182

Items reported: 5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:58 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 11, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.