H&R Block Business Finance Contracts & Agreements

217 Contracts & Agreements
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Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2024
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2023
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2022
First Amendment to Program Management Agreement between Emerald Financial Services, LLC and MetaBank, N.A.
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2021
Block Financial LLC Officers’ Certificate Establishing 2.500% Notes Due 2028
Note Agreements
H&R Block
Diversified Consumer Services
2021
Fourth Supplemental Indenture among Block Financial LLC, H&R Block, Inc., Deutsche Bank Trust Company Americas, and U.S. Bank National Association (June 25, 2021)
Indenture Agreements
H&R Block
Diversified Consumer Services
2021
Block Financial LLC $500,000,000 2.500% Notes Due 2028 Underwriting Agreement with BofA Securities, Inc. and J.P. Morgan Securities LLC
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2021
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2021
Block Financial LLC Officers’ Certificate Establishing 3.875% Notes Due 2030
Indenture Agreements
H&R Block
Diversified Consumer Services
2020
Third Supplemental Indenture among Block Financial LLC, H&R Block, Inc., Deutsche Bank Trust Company Americas, and U.S. Bank National Association (August 7, 2020)
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2020
Underwriting Agreement for $650,000,000 3.875% Notes due 2030 between Block Financial LLC and Underwriters
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2020
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2020
H&R Block, Inc. 2000 Employee Stock Purchase Plan (Amended and Restated as of January 1, 2020)
Equity Distribution Agreements
H&R Block
Diversified Consumer Services
2020
Description of Capital Stock of H&R Block, Inc.
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2019
Share Purchase Agreement among Blue Fountains International, HRB Tax Group, Wave Financial, Shareholders, and Shareholder Representative Services LLC (June 10, 2019)
Purchase Agreements
H&R Block
Diversified Consumer Services
MO
2019
Waiver and Acknowledgment Agreement between HRB Professional Resources LLC, H&R Block, Inc., and Jeffrey J. Jones II (June 25, 2018)
Waiver Agreements
H&R Block
Diversified Consumer Services
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2018
H&R Block, Inc. 2018 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Warrant Agreements
H&R Block
Diversified Consumer Services
MO
2017
First Amendment to Program Management Agreement between Emerald Financial Services, LLC and BofI Federal Bank
Modification Agreements
H&R Block
Diversified Consumer Services
NY
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2017
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2016
Block Financial LLC Officers’ Certificate Establishing 4.125% Notes Due 2020 and 5.250% Notes Due 2025
Note Agreements
H&R Block
Diversified Consumer Services
2015
Second Supplemental Indenture among Block Financial LLC, H&R Block, Inc., Deutsche Bank Trust Company Americas, and U.S. Bank National Association (September 30, 2015)
Indenture Agreements
H&R Block
Diversified Consumer Services
NY
2015
Block Financial LLC $1 Billion Notes Underwriting Agreement with J.P. Morgan and Merrill Lynch (2015)
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2015
Credit and Guarantee Agreement among Block Financial LLC, H&R Block, Inc., and JPMorgan Chase Bank, N.A. (2015)
Credit Agreements
H&R Block
Diversified Consumer Services
NY
2015
Guaranty Agreement between H&R Block, Inc. and BofI Federal Bank dated August 31, 2015
Guaranty Agreements
H&R Block
Diversified Consumer Services
MO
2015
Emerald Advance Receivables Participation Agreement among Emerald Financial Services, LLC, BofI Federal Bank, HRB Participant I, LLC, and H&R Block, Inc.
Participation Agreements
H&R Block
Diversified Consumer Services
MO
2015
Amended and Restated Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC (August 5, 2015)
Purchase Agreements
H&R Block
Diversified Consumer Services
KY
2015
Amendment to Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC (February 12, 2015)
Modification Agreements
H&R Block
Diversified Consumer Services
2015
Letter Amendment to Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC
Modification Agreements
H&R Block
Diversified Consumer Services
2014
Guaranty Agreement between H&R Block, Inc. and BofI Federal Bank (2014)
Guaranty Agreements
H&R Block
Diversified Consumer Services
MO
2014
Emerald Advance Receivables Participation Agreement by and among Emerald Financial Services, LLC, BofI Federal Bank, HRB Participant I, LLC, and H&R Block, Inc.
Participation Agreements
H&R Block
Diversified Consumer Services
MO
2014
Purchase and Assumption Agreement among BofI Federal Bank, H&R Block Bank, and Block Financial LLC (April 10, 2014)
Purchase Agreements
H&R Block
Diversified Consumer Services
KY
2014
H&R Block, Inc. 2000 Employee Stock Purchase Plan (Amended and Restated as of November 7, 2013)
Stock Agreements
H&R Block
Diversified Consumer Services
2013
Purchase and Assumption Agreement among Republic Bank & Trust Company, H&R Block Bank, and Block Financial LLC (July 11, 2013)
Purchase Agreements
H&R Block
Diversified Consumer Services
DE
2013
H&R Block, Inc. 2013 Long Term Incentive Plan Non-Qualified Stock Option Award Agreement with Participant
Stock Agreements
H&R Block
Diversified Consumer Services
MO
2013
Letter Agreement Amending Employment Agreement Between William C. Cobb and H&R Block, Inc.
Modification Agreements
H&R Block
Diversified Consumer Services
2013
Block Financial LLC 5.50% Notes Due 2022 Certificate (Indenture with Deutsche Bank Trust Company Americas)
Note Agreements
H&R Block
Diversified Consumer Services
2012
Block Financial LLC Officers’ Certificate Establishing 5.50% Notes Due 2022
Indenture Agreements
H&R Block
Diversified Consumer Services
2012
Block Financial LLC $500,000,000 5.50% Notes Due 2022 Underwriting Agreement with J.P. Morgan Securities LLC
Underwriting Agreements
H&R Block
Diversified Consumer Services
NY
2012