CEO Curtis Campbell was paid $5,762,428 in fiscal year 2026, ↑ up 109.7% from fiscal year 2025, the 12th percentile of its disclosed peer group (SEC filing 0001104659-26-111942 ↗): executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.
$10,198,729 Jeffrey Jones II total, FY2026 Former President and CEO — highest-paid officer; CEO Curtis Campbell: $5,762,428 | 12th CEO (Curtis Campbell) pay percentile vs peers | 420:1 CEO-to-median pay ratio | 96.79% Say-on-pay support, latest vote |
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HRB's next annual pay disclosure, estimated October 4, 2027.est. Filing ↗
| Named executive officer | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension / NQDC | All other | Total |
|---|---|---|---|---|---|---|---|---|
| Jeffrey Jones II | $995,000 | $0 | $8,300,060 | $0 | $807,797 | $0 | $95,872 | $10,198,729 |
| Former President and CEO | ||||||||
| Curtis Campbell | 816,319 | 0 | 3,850,098 | 0 | 963,757 | 0 | 132,254 | 5,762,428 |
| President and CEO | ||||||||
| Tiffany Mason | 636,841 | 0 | 2,250,128 | 0 | 652,779 | 0 | 20,339 | 3,560,087 |
| Chief Financial Officer | ||||||||
| Scott Manuel | 626,209 | 0 | 2,250,128 | 0 | 642,580 | 0 | 22,718 | 3,541,635 |
| Chief Strategy and Operations Officer | ||||||||
| Dara Redler | 565,000 | 0 | 1,850,094 | 0 | 545,951 | 0 | 19,637 | 2,980,682 |
| Chief Legal and Administrative Officer | ||||||||
| Mark Darling | 402,879 | 0 | 700,018 | 0 | 396,870 | 0 | 20,117 | 1,519,884 |
| Chief Retail Officer | ||||||||
A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.
| Named executive officer | FY2026 total | FY2025 total | FY2024 total | Δ FY2025→2026 |
|---|---|---|---|---|
| Jeffrey Jones II | $10,198,729 | $10,969,337 | $9,877,088 | ↓ −770,608 |
| Curtis Campbell | 5,762,428 | 2,747,593 | 672,239 | ↑ +3,014,835 |
| Tiffany Mason | 3,560,087 | 2,363,243 | — | ↑ +1,196,844 |
| Scott Manuel | 3,541,635 | 2,427,114 | — | ↑ +1,114,521 |
| Dara Redler | 2,980,682 | 2,255,761 | 2,125,783 | ↑ +724,921 |
| Mark Darling | 1,519,884 | — | — | — |
Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.
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One page per director: the seat, the committees and the fee table, read for one person at a time.
| Director | Role | FY2026 total |
|---|---|---|
| Anuradha (Anu) Gupta | Independent Director | $313,628 |
| Matthew E. Winter | Independent Director | $328,628 |
| Mia F. Mends | Independent Director | $311,128 |
| Richard A. Johnson | Chair of the Board | $631,371 |
| Robert A. Gerard | Independent Director | $298,628 |
| Sean H. Cohan | Independent Director | $301,128 |
| Victoria J. Reich | Independent Director | $328,628 |
| Yolande G. Piazza | Former director (through FY2025) | — |
Every insider equity transaction reported on Form 4 after the 2026 proxy statement — acquisitions, dispositions, exercises, and withholdings — and therefore not reflected in any table in that document.
| Insider | Role | Transaction date | Code | Shares | Price | Value | Security | Source |
|---|---|---|---|---|---|---|---|---|
| Mark Darling | Chief Retail Officer | 2026-09-30 | D | 2,700 | $41 | $109,853 | Common | Form 4 ↗ |
Transaction codes per Form 4: A acquisition · S open-market sale · F tax withholding · M option exercise · G gift. Value = shares × price as reported. Dividend-equivalent and fractional-share accrual rows (derivative Class A, under $10,000 and under 2,000 shares) are aggregated per date; every row appears in full below.
| Executive | Award | Grant date | Threshold | Target | Granted | Maximum | Grant-date fair value |
|---|---|---|---|---|---|---|---|
| Mark Darling | PSU | 2026-01-05 | — | 2,939 | — | 5,878 | $120,234 |
| Curtis Campbell | PSU | 2025-08-31 | — | 22,074 | — | 44,148 | 1,105,024 |
| Dara Redler | PSU | 2025-08-31 | — | 6,493 | — | 12,986 | 325,040 |
| Dara Redler | RSU | 2025-08-31 | — | — | 9,385 | — | 472,535 |
| Tiffany Mason | RSU | 2025-08-31 | — | — | 10,428 | — | 525,050 |
| Dara Redler | PSU | 2025-08-31 | — | 17,529 | — | 35,058 | 877,502 |
| Tiffany Mason | PSU | 2025-08-31 | — | 19,477 | — | 38,954 | 975,019 |
| Tiffany Mason | PSU | 2025-08-31 | — | 9,739 | — | 19,478 | 487,534 |
| Tiffany Mason | RSU | 2025-08-31 | — | — | 5,214 | — | 262,525 |
| Dara Redler | RSU | 2025-08-31 | — | — | 3,476 | — | 175,017 |
| Scott Manuel | RSU | 2025-08-31 | — | — | 10,428 | — | 525,050 |
| Curtis Campbell | PSU | 2026-01-05 | — | 34,161 | — | 68,322 | 1,397,527 |
| Curtis Campbell | RSU | 2026-01-05 | — | — | 17,216 | — | 752,511 |
| Scott Manuel | RSU | 2025-08-31 | — | — | 5,214 | — | 262,525 |
| Mark Darling | PSU | 2025-08-31 | — | 5,144 | — | 10,288 | 257,509 |
| Jeffrey Jones II | RSU | 2025-08-31 | — | — | 57,697 | — | 2,905,044 |
| Jeffrey Jones II | PSU | 2025-08-31 | — | 107,771 | — | 215,542 | 5,395,016 |
| Mark Darling | RSU | 2026-01-05 | — | — | 1,481 | — | 64,735 |
| Mark Darling | RSU | 2025-08-31 | — | — | 5,115 | — | 257,540 |
| Curtis Campbell | RSU | 2025-08-31 | — | — | 11,818 | — | 595,036 |
| Scott Manuel | PSU | 2025-08-31 | — | 19,477 | — | 38,954 | 975,019 |
| Scott Manuel | PSU | 2025-08-31 | — | 9,739 | — | 19,478 | 487,534 |
| Named executive officer | Time-vested (RSU) | Performance-vested (PSU) | Options / SARs | % performance-vested |
|---|---|---|---|---|
| Mark Darling | $322,275 | $377,743 | $0 | 54.0% |
| Curtis Campbell | 1,347,547 | 2,502,551 | 0 | 65.0% |
| Dara Redler | 647,552 | 1,202,542 | 0 | 65.0% |
| Tiffany Mason | 787,575 | 1,462,553 | 0 | 65.0% |
| Scott Manuel | 787,575 | 1,462,553 | 0 | 65.0% |
| Jeffrey Jones II | 2,905,044 | 5,395,016 | 0 | 65.0% |
% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.
| Executive | Award | Shares unvested | Exercise price | Market value unvested |
|---|---|---|---|---|
| Jeffrey Jones II | PSU | 112,383 | — | $4,279,552 |
| Jeffrey Jones II | PSU | 111,190 | — | 4,234,099 |
| Jeffrey Jones II | PSU | 85,110 | — | 3,240,980 |
| Jeffrey Jones II | RSU | 59,527 | — | 2,266,795 |
| Curtis Campbell | PSU | 34,616 | — | 1,318,196 |
| Jeffrey Jones II | RSU | 32,377 | — | 1,232,924 |
| Curtis Campbell | PSU | 22,774 | — | 867,242 |
| Jeffrey Jones II | RSU | 22,232 | — | 846,590 |
| Mark Darling | PSU | 5,307 | — | 202,967 |
| Tiffany Mason | PSU | 20,095 | — | 765,211 |
| Scott Manuel | PSU | 20,095 | — | 765,211 |
| Dara Redler | PSU | 18,085 | — | 688,678 |
| Curtis Campbell | RSU | 17,446 | — | 664,326 |
| Dara Redler | PSU | 16,858 | — | 641,960 |
| Curtis Campbell | PSU | 15,381 | — | 585,726 |
| Tiffany Mason | PSU | 13,331 | — | 507,659 |
| Scott Manuel | PSU | 13,331 | — | 507,659 |
| Dara Redler | PSU | 12,306 | — | 468,605 |
| Curtis Campbell | RSU | 12,193 | — | 464,305 |
| Tiffany Mason | RSU | 10,759 | — | 409,694 |
| Scott Manuel | RSU | 10,759 | — | 409,694 |
| Tiffany Mason | PSU | 10,048 | — | 382,625 |
| Scott Manuel | PSU | 10,048 | — | 382,625 |
| Dara Redler | RSU | 9,683 | — | 368,717 |
| Dara Redler | PSU | 6,699 | — | 255,096 |
| Scott Manuel | RSU | 6,189 | — | 235,671 |
| Curtis Campbell | RSU | 5,852 | — | 222,853 |
| Tiffany Mason | RSU | 5,379 | — | 204,847 |
| Scott Manuel | RSU | 5,379 | — | 204,847 |
| Mark Darling | RSU | 5,277 | — | 200,958 |
| Tiffany Mason | RSU | 5,073 | — | 193,168 |
| Dara Redler | RSU | 4,682 | — | 178,307 |
| Mark Darling | PSU | 4,323 | — | 164,603 |
| Mark Darling | PSU | 3,945 | — | 150,210 |
| Dara Redler | RSU | 3,586 | — | 136,565 |
| Dara Redler | RSU | 3,336 | — | 127,032 |
| Mark Darling | PSU | 2,978 | — | 113,409 |
| Mark Darling | RSU | 2,787 | — | 106,119 |
| Curtis Campbell | RSU | 2,463 | — | 93,777 |
| Mark Darling | RSU | 1,589 | — | 60,509 |
| Mark Darling | RSU | 1,501 | — | 57,148 |
Our executive compensation program is designed to be reasonable, competitive, and appropriately balanced to recruit, retain, and motivate executives while rewarding performance and aligning management and shareholder interests. The program emphasizes a significant portion of at-risk compensation tied to pre-established financial, operational, and strategic performance objectives.
| CEO STI target (% of salary) | — |
|---|---|
| CEO LTI target (% of salary) | — |
| Independent consultant | Compensation Advisory Partners LLC |
| Clawback policy | true |
| Anti-hedging | true |
| Anti-pledging | true |
| Meeting year | Meeting date | For | Against | Abstain | Support | Outcome |
|---|---|---|---|---|---|---|
| 2025 | 2025-11-05 | 99,595,441 | 3,305,513 | 345,602 | 96.79% | Passed |
| 2024 | 2024-11-06 | 109,691,967 | 2,250,257 | 639,881 | 97.43% | Passed |
| 2024 | 2024-11-06 | 109,691,967 | 2,250,257 | 639,881 | 97.43% | Passed |
| 2023 | 2023-11-03 | 115,563,894 | 1,730,638 | 719,956 | 98.52% | Passed |
| 2022 | 2022-11-04 | 123,213,551 | 2,678,939 | 794,879 | 97.26% | Passed |
| 2021 | 2021-09-09 | 134,975,287 | 5,383,310 | 845,195 | 95.59% | Passed |
Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.
| Meeting year | Meeting date | Approval — company's computation |
|---|---|---|
| 2025 | 2025-11-05 | 96.79%a |
| 2024 | 2024-11-06 | 97.43%b |
| 2024 | 2024-11-06 | 97.43%c |
a. Voting standard not stated in the filing.
b. Approved under the standard stated in the filing — “Abstentions have the same effect as votes AGAINST the relevant proposal.”.
c. Approved under the standard stated in the filing — “ Abstentions have the same effect as votes AGAINST the relevant proposal.”.
Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.
| Ratio (CEO : median employee) | 420 : 1 |
|---|---|
| CEO total compensation | $10,969,337 |
| Median employee compensation | $26,102 |
| Director | Cash fees | Stock awards | Option awards | Non-equity incentive | All other | Total |
|---|---|---|---|---|---|---|
| Richard A. JohnsonIndependent · Board Chair · Compensation · Audit | $110,000 | $516,371 | $0 | — | $5,000 | $631,371 |
| Victoria J. ReichIndependent · Audit (Chair) · Finance | 125,000 | 198,628 | 0 | — | 5,000 | 328,628 |
| Matthew E. WinterIndependent · Compensation (Chair) · Audit | 125,000 | 198,628 | 0 | — | 5,000 | 328,628 |
| Anuradha (Anu) GuptaIndependent | 115,000 | 198,628 | 0 | — | 0 | 313,628 |
| Mia F. MendsIndependent · Nominating/Governance · Audit | 107,500 | 198,628 | 0 | — | 5,000 | 311,128 |
| Sean H. CohanIndependent · Compensation · Nominating/Governance | 102,500 | 198,628 | 0 | — | 0 | 301,128 |
| Robert A. GerardIndependent · Nominating/Governance · Finance (Chair) | 97,500 | 198,628 | 0 | — | 2,500 | 298,628 |
| Geralyn R. BreigIndependent · Compensation · Nominating/Governance · Partial-year service · Newly elected | 62,641 | 151,391 | 0 | — | 0 | 214,032 |
| Christian H. CharnauxIndependent · Audit · Partial-year service · Newly elected | 61,112 | 151,391 | 0 | — | 0 | 212,503 |
| Stephanie C. PlainesIndependent · Audit · Partial-year service · Newly elected | 61,112 | 151,391 | 0 | — | 0 | 212,503 |
| Curtis A. CampbellEmployee director · Finance · Partial-year service · Newly elected | — | — | — | — | — | 0 |
| Annual cash retainer | $85,000 |
|---|---|
| Annual equity retainer | $200,000 |
| Per board meeting fee | $1,500 |
| Committee chair fees (audit / comp / nom-gov) | 35,000 / 25,000 / 20,000 |
| Stock ownership guideline | $5 |
| Component | FY2026 |
|---|---|
| Cash retainers and fees | $967,365 |
| Equity awards (grant-date value) | $2,162,312 |
| All other compensation | $22,500 |
| Total cost of the board | $3,152,177 |
Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.
The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.
Of the companies H&R Block names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.
Reciprocity shown where the peer's own current proxy has been read — each mark is cited in the register to that peer's filing. A dash means the peer's current proxy was read and names no reciprocal group including H&R Block.
Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.
| Rank | Company | FY | Chief executive | Salary | Stock awards | Option awards | Non-equity incentive | Total |
|---|---|---|---|---|---|---|---|---|
| 1 | Intuit Inc. | 2025 | Sasan Goodarzi | $1,300,000 | $24,285,384 | $8,650,168 | $2,600,000 | $36,845,552 |
| 2 | Equifax Inc. | 2025 | Mark Begor | 1,500,000 | 14,993,110 | 3,420,130 | 2,737,634 | 23,420,134 |
| 3 | Gartner, Inc. | 2025 | Eugene Hall | 985,185 | 11,619,477 | 4,979,932 | 1,483,655 | 19,226,580 |
| 4 | Dayforce Inc. | 2024 | David Ossip | 800,000 | 17,431,807 | 0 | 342,360 | 18,596,544 |
| 5 | Insperity, Inc. | 2025 | Paul Sarvadi | 1,206,000 | 14,558,893 | 0 | 1,019,684 | 16,813,013 |
| 6 | TransUnion | 2025 | Christopher Cartwright | 1,058,250 | 12,665,149 | 0 | 2,852,447 | 16,731,398 |
| 7 | ACI Worldwide Inc. | 2025 | Thomas Warsop III | 750,000 | 13,204,027 | 0 | 1,018,875 | 14,999,961 |
| 8 | WEX Inc. | 2025 | Melissa Smith | 975,000 | 12,361,438 | 0 | 0 | 13,446,221 |
| 9 | The Western Union Company | 2025 | Devin B. McGranahan | 1,000,000 | 7,122,600 | 1,900,000 | 478,800 | 10,697,800 |
| 10 | Alight, Inc. | 2025 | David Guilmette | 870,000 | 9,588,062 | 0 | 0 | 10,645,531 |
| 11 | TriNet Group, Inc. | 2025 | Michael Simonds | 1,000,000 | 8,250,004 | 0 | 1,272,000 | 10,552,055 |
| 12 | Paychex, Inc. | 2026 | John Gibson | 921,923 | 6,328,512 | 2,124,986 | 881,448 | 10,274,543 |
| 13 | Jack Henry & Associates, Inc. | 2026 | Gregory Adelson | 762,500 | 6,367,595 | 0 | 1,267,125 | 8,413,970 |
| 14 | CBIZ, Inc. | 2025 | Jerome P. Grisko Jr. | 993,750 | 5,237,677 | 0 | 576,000 | 7,063,348 |
| 15 | H&R Block | 2026 | Curtis Campbell | 816,319 | 3,850,098 | 0 | 963,757 | 5,762,428 |
| 16 | Euronet Worldwide, Inc. | 2025 | Michael Brown | 925,000 | 0 | 0 | 1,850,000 | 2,786,575 |
| 17 | Affirm Holdings, Inc. | 2025 | Max Levchin | 38,834 | 0 | 0 | 0 | 538,307 |
Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.
| Company | Annual incentive payout | Long-term vehicle mix | PSU measures include TSR | Compensation consultant |
|---|---|---|---|---|
| H&R Block | not disclosed | PSU 65 · RSU 35 | No | Compensation Advisory Partners LLC |
| ACI Worldwide Inc. | 135.85% | PSU 50 · RSU 50 | No | Compensia, Inc. |
| Affirm Holdings, Inc. | 140.7% | Options 50 · RSU 50 | not disclosed | Semler Brossy Consulting Group, LLC |
| Alight, Inc. | not disclosed | PSU 50 · RSU 50 | Yes — Relative Total Shareholder Return (TSR) | Mercer (US) Inc. |
| CBIZ, Inc. | 64.0% | RSU 50 · PSU 50 | No | Meridian Compensation Partners |
| Dayforce Inc. | 85.59% | PSU 43 · MSU 30 · RSU 27 | Yes — TSR relative to S&P 1500 Application Software Index | WTW |
| Equifax Inc. | not disclosed | PSU 50 · Options 25 · RSU 25 | Yes — TSR | FW Cook |
| Euronet Worldwide, Inc. | 200% | PRSU 100 | No | FW Cook |
| Gartner, Inc. | 119.6% | PSU 70 · Options 30 | No | Exequity |
| Insperity, Inc. | not disclosed | PSU 65 · RSU 35 | not disclosed | FW Cook |
| Intuit Inc. | not disclosed | PSU 50 · RSU 25 · Options 25 | Yes — Relative TSR (60th percentile target) | Frederic W. Cook & Co. (FW Cook) |
| Jack Henry & Associates, Inc. | 130.8% | PSU 60 · RSU 40 | not disclosed | Meridian Compensation Partners, LLC |
| Paychex, Inc. | not disclosed | PSU 60 · Options 25 · RSU 15 | Yes — Relative TSR | Frederic W. Cook & Co., Inc. |
| The Western Union Company | 27% | PSU 50 · RSU 30 | No | Meridian Compensation Partners, LLC |
| TransUnion | 154.0% | RSU 50 · PSU 50 | Yes — Relative TSR | FW Cook |
| TriNet Group, Inc. | 84.8% | PSU 50 · RSU 50 | No | Meridian |
| WEX Inc. | not disclosed | PRSU 65 · MSU 35 · RSU 20 | Yes — Relative TSR Metric | Compensation Advisory Partners LLC |
Read from each company's Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company's filing does not state the item.
Answers are drawn only from the figures disclosed in this brief and cited to their location in the source filing. Where a figure required for an answer is not disclosed, that is stated rather than estimated.
Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.
| # | Supports | Document | Filed | Accession | Location in document |
|---|---|---|---|---|---|
| 1 | Section 01, Jeffrey Jones II | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “SUMMARY COMPENSATION TABLE”. As printed: 10,198,729. Filing ↗machine: r12 · c48 · span 1077956–1077966 |
| 2 | Section 01, Curtis Campbell | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “SUMMARY COMPENSATION TABLE”. As printed: 5,762,428. Filing ↗machine: r1 · c48 · span 1019012–1019021 |
| 3 | Section 01, Tiffany Mason | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “SUMMARY COMPENSATION TABLE”. As printed: 3,560,087. Filing ↗machine: r4 · c48 · span 1034304–1034313 |
| 4 | Section 01, Scott Manuel | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “SUMMARY COMPENSATION TABLE”. As printed: 3,541,635. Filing ↗machine: r6 · c48 · span 1045023–1045032 |
| 5 | Section 01, Dara Redler | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “SUMMARY COMPENSATION TABLE”. As printed: 2,980,682. Filing ↗machine: r8 · c48 · span 1055887–1055896 |
| 6 | Section 01, Mark Darling | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “SUMMARY COMPENSATION TABLE”. As printed: 1,519,884. Filing ↗machine: r11 · c48 · span 1071378–1071387 |
| 7 | Section 03, Mark Darling PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1387403–1387410 |
| 8 | Section 03, Curtis Campbell PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1169466–1169475 |
| 9 | Section 03, Dara Redler PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1326335–1326342 |
| 10 | Section 03, Dara Redler RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1335043–1335050 |
| 11 | Section 03, Tiffany Mason RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1239334–1239341 |
| 12 | Section 03, Dara Redler PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1343745–1343752 |
| 13 | Section 03, Tiffany Mason PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1247948–1247955 |
| 14 | Section 03, Tiffany Mason PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1230719–1230726 |
| 15 | Section 03, Tiffany Mason RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗ |
| 16 | Section 03, Dara Redler RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗ |
| 17 | Section 03, Scott Manuel RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1284330–1284337 |
| 18 | Section 03, Curtis Campbell PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1184063–1184072 |
| 19 | Section 03, Curtis Campbell RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1176766–1176773 |
| 20 | Section 03, Scott Manuel RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗ |
| 21 | Section 03, Mark Darling PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1372842–1372849 |
| 22 | Section 03, Jeffrey Jones II RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗ |
| 23 | Section 03, Jeffrey Jones II PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1422155–1422164 |
| 24 | Section 03, Mark Darling RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1380124–1380130 |
| 25 | Section 03, Mark Darling RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗ |
| 26 | Section 03, Curtis Campbell RSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1162192–1162199 |
| 27 | Section 03, Scott Manuel PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1291613–1291620 |
| 28 | Section 03, Scott Manuel PSU | DEF 14A | 1900-01-01 | 0001104659-26-111942 | Section “GRANTS OF PLAN-BASED AWARDS TABLE” · grants of plan-based awards table. Filing ↗machine: span 1277046–1277053 |
| 29 | Section 07, pay ratio | DEF 14A | 2025-09-24 | 0001104659-25-092958 | Section “CEO Pay Ratio”. As printed: 420 : 1. Filing ↗machine: span 1686427–1686430 |
| 30 | Section 08, Richard A. Johnson | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 631,371. Filing ↗machine: span 532027–532034 |
| 31 | Section 08, Victoria J. Reich | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 328,628. Filing ↗machine: span 541907–541914 |
| 32 | Section 08, Matthew E. Winter | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 328,628. Filing ↗machine: span 545546–545553 |
| 33 | Section 08, Anuradha (Anu) Gupta | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 313,628. Filing ↗machine: span 528269–528276 |
| 34 | Section 08, Mia F. Mends | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 311,128. Filing ↗machine: span 535132–535139 |
| 35 | Section 08, Sean H. Cohan | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 301,128. Filing ↗machine: span 521495–521502 |
| 36 | Section 08, Robert A. Gerard | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 298,628. Filing ↗machine: span 525154–525161 |
| 37 | Section 08, Geralyn R. Breig | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 214,032. Filing ↗machine: span 514721–514728 |
| 38 | Section 08, Christian H. Charnaux | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 212,503. Filing ↗machine: span 518387–518394 |
| 39 | Section 08, Stephanie C. Plaines | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 212,503. Filing ↗machine: span 538797–538804 |
| 40 | Section 08, Curtis A. Campbell | DEF 14A | 2026-09-29 | 0001104659-26-111942 | Section “Director Compensation”. As printed: 0. Filing ↗ |
| 41 | Section 02, Mark Darling 2026-09-30 | Form 4 | 2026-10-02 | 0001225208-26-008114 | Insider equity transaction reported since the proxy statement. Filing ↗ |
| 42 | Section 06, 2025 vote | Form 8-K | 2025-11-10 | 0000012659-25-000018 | Item 5.07 · say-on-pay result. As reported: 96.79% (votes for as printed: 99,595,441). Filing ↗ |
| 43 | Section 06, 2024 vote | Form 8-K | 2024-11-08 | 0001605297-24-000008 | Item 5.07 · say-on-pay result. As reported: 97.43% (votes for as printed: 109,691,967). Filing ↗ |
| 44 | Section 06, 2024 vote | Form 8-K | 2024-11-08 | 0001605297-24-000008 | Item 5.07 · say-on-pay result. As reported: 97.43% (votes for as printed: 109,691,967). Filing ↗ |
| 45 | Section 01 trend, Δ column (computed) | Computed | — | — | Δ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1) |
| 46 | Section 03b vehicle mix (computed) | Computed | — | — | RSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio |
| 47 | Section 09b board cost (computed) | Computed | — | — | Cash 967,365 + equity 2,162,312 + all other 22,500 = 3,152,177, summed across the director compensation table rows.machine: formula: Σ = 3,152,177 |
| 48 | Intuit Inc., Section 10b CEO total | DEF 14A | 2025-11-26 | 0000896878-25-000057 | CEO total compensation as printed in Intuit Inc.'s own proxy. As printed: 36,845,552. Filing ↗machine: span 1544523–1544533 |
| 49 | Equifax Inc., Section 10b CEO total | DEF 14A | 2026-03-27 | 0001193125-26-127556 | CEO total compensation as printed in Equifax Inc.'s own proxy. As printed: 23,420,134. Filing ↗machine: r2 · c44 · span 1228991–1229001 |
| 50 | Gartner, Inc., Section 10b CEO total | DEF 14A | 2026-04-15 | 0000749251-26-000159 | CEO total compensation as printed in Gartner, Inc.'s own proxy. As printed: 19,226,580. Filing ↗machine: r2 · c21 · span 686397–686407 |
| 51 | Dayforce Inc., Section 10b CEO total | DEF 14A | 2025-03-13 | 0001725057-25-000064 | CEO total compensation as printed in Dayforce Inc.'s own proxy. As printed: 18,596,544. Filing ↗machine: r2 · c21 · span 692494–692504 |
| 52 | Insperity, Inc., Section 10b CEO total | DEF 14A | 2026-04-14 | 0001000753-26-000043 | CEO total compensation as printed in Insperity, Inc.'s own proxy. As printed: 16,813,013. Filing ↗machine: r2 · c21 · span 631849–631859 |
| 53 | TransUnion, Section 10b CEO total | DEF 14A | 2026-03-24 | 0001193125-26-121876 | CEO total compensation as printed in TransUnion's own proxy. As printed: 16,731,398. Filing ↗machine: r3 · c34 · span 858177–858187 |
| 54 | ACI Worldwide Inc., Section 10b CEO total | DEF 14A | 2026-04-20 | 0001193125-26-162572 | CEO total compensation as printed in ACI Worldwide Inc.'s own proxy. As printed: 14,999,961. Filing ↗machine: r6 · c34 · span 887084–887094 |
| 55 | WEX Inc., Section 10b CEO total | DEF 14A | 2026-04-03 | 0001213900-26-040033 | CEO total compensation as printed in WEX Inc.'s own proxy. As printed: 13,446,221. Filing ↗machine: span 1966596–1966606 |
| 56 | The Western Union Company, Section 10b CEO total | DEF 14A | 2026-03-31 | 0001206774-26-000167 | CEO total compensation as printed in The Western Union Company's own proxy. As printed: 10,697,800. Filing ↗ |
| 57 | Alight, Inc., Section 10b CEO total | DEF 14A | 2026-04-27 | 0001628280-26-027616 | CEO total compensation as printed in Alight, Inc.'s own proxy. As printed: 10,645,531. Filing ↗machine: t106 · span 2105916–2105926 |
| 58 | TriNet Group, Inc., Section 10b CEO total | DEF 14A | 2026-04-15 | 0000937098-26-000018 | CEO total compensation as printed in TriNet Group, Inc.'s own proxy. As printed: 10,552,055. Filing ↗machine: r4 · c24 · span 896611–896621 |
| 59 | Paychex, Inc., Section 10b CEO total | DEF 14A | 2026-09-04 | 0001193125-26-382805 | CEO total compensation as printed in Paychex, Inc.'s own proxy. As printed: 10,274,543. Filing ↗machine: span 947961–947971 |
| 60 | Jack Henry & Associates, Inc., Section 10b CEO total | DEF 14A | 2026-10-02 | 0000779152-26-000088 | CEO total compensation as printed in Jack Henry & Associates, Inc.'s own proxy. As printed: 8,413,970. Filing ↗machine: r3 · c24 · span 559061–559070 |
| 61 | CBIZ, Inc., Section 10b CEO total | DEF 14A | 2026-04-02 | 0001193125-26-140188 | CEO total compensation as printed in CBIZ, Inc.'s own proxy. As printed: 7,063,348. Filing ↗machine: t75 · span 435337–435346 |
| 62 | H&R Block (subject), Section 10b CEO total | DEF 14A | 2026-09-29 | 0001104659-26-111942 | CEO total compensation as printed in H&R Block's own proxy. As printed: 5,762,428. Filing ↗machine: r1 · c48 · span 1019012–1019021 |
| 63 | Euronet Worldwide, Inc., Section 10b CEO total | DEF 14A | 2026-04-13 | 0001554855-26-000595 | CEO total compensation as printed in Euronet Worldwide, Inc.'s own proxy. As printed: 2,786,575. Filing ↗machine: span 581086–581095 |
| 64 | Affirm Holdings, Inc., Section 10b CEO total | DEF 14A | 2025-10-24 | 0001628280-25-046264 | CEO total compensation as printed in Affirm Holdings, Inc.'s own proxy. As printed: 538,307. Filing ↗machine: r2 · c24 · span 568315–568322 |
| 65 | Section 10a, TransUnion reciprocity | DEF 14A | — | 0001193125-25-060241 | TransUnion's most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 66 | Section 10a, Dayforce Inc. reciprocity | DEF 14A | — | 0001725057-25-000064 | Dayforce Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 67 | Section 10a, Insperity, Inc. reciprocity | DEF 14A | — | 0001000753-26-000043 | Insperity, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 68 | Section 10a, Intuit Inc. reciprocity | DEF 14A | — | 0000896878-25-000057 | Intuit Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 69 | Section 10a, Alight, Inc. reciprocity | DEF 14A | — | 0001628280-26-027616 | Alight, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 70 | Section 10a, WEX Inc. reciprocity | DEF 14A | — | 0001213900-26-040033 | WEX Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 71 | Section 10a, TriNet Group, Inc. reciprocity | DEF 14A | — | 0000937098-26-000018 | TriNet Group, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 72 | Section 10a, The Western Union Company reciprocity | DEF 14A | — | 0001206774-26-000167 | The Western Union Company's most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 73 | Section 10a, Gartner, Inc. reciprocity | DEF 14A | — | 0000749251-26-000159 | Gartner, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 74 | Section 10a, CBIZ, Inc. reciprocity | DEF 14A | — | 0001193125-26-140188 | CBIZ, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 75 | Section 10a, Paychex, Inc. reciprocity | DEF 14A | — | 0001193125-26-382805 | Paychex, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 76 | Section 10a, Affirm Holdings, Inc. reciprocity | DEF 14A | — | 0001628280-25-046264 | Affirm Holdings, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
| 77 | Section 10a, Jack Henry & Associates, Inc. reciprocity | DEF 14A | — | 0000779152-26-000088 | Jack Henry & Associates, Inc.'s most recent proxy was read; its disclosed peer group does not include H&R Block. Filing ↗ |
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