H&r Block Inc Sample Contracts

H&r Block Inc – News Release For Immediate Release: July 1, 2019 H&R Block Completes Acquisition of Wave Financial (July 1st, 2019)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today announced that it has completed its previously announced acquisition of Wave HQ Inc. (formerly known as Wave Financial Inc., “Wave”), a rapidly growing financial solutions platform focused on changing the way small business owners manage their finances. The purchase price of $405 million was funded with available cash.

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (June 24th, 2019)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (June 24th, 2019)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (June 24th, 2019)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (June 24th, 2019)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (June 24th, 2019)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (June 24th, 2019)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (June 24th, 2019)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – News Release For Immediate Release: June 11, 2019 (June 11th, 2019)

H&R Block Reports Fiscal 2019 Results; Enters into Agreement to Acquire Wave Financial; Announces Dividend Increase and Extension of Share Repurchase Authorization

H&r Block Inc – SHARE PURCHASE AGREEMENT BY AND AMONG BLUE FOUNTAINS INTERNATIONAL, ULC, HRB TAX GROUP, INC., WAVE FINANCIAL INC., (June 11th, 2019)

This SHARE PURCHASE AGREEMENT, dated as of June 10, 2019, is entered into by and among Blue Fountains International, ULC (“Buyer”), an unlimited liability corporation existing under the Business Corporation Act (Alberta), HRB Tax Group, Inc. (“Parent”), a corporation existing under the Laws of the State of Missouri, Wave Financial Inc. (the “Company”), a corporation existing under the Business Corporations Act (Ontario), the sellers listed as such on the signature pages hereto (such Persons, together with (a) any Person holding Shares that executes a joinder to this Agreement after the date hereof agreeing to be bound as a “Seller” by the terms and conditions herein and (b) any Person holding Shares on behalf of whom the Company, as attorney-in-fact, executes this Agreement after the date hereof pursuant to Section 2.6(b), each, a “Seller” and, collectively, the “Sellers”), and Shareholder Representative Services LLC, a Colorado limited liability company, solely in its capacity as the

H&r Block Inc – News Release For Immediate Release: June 11, 2019 H&R Block Enters into Agreement to Acquire Wave Financial, a Small Business Financial Solutions Platform (June 11th, 2019)

Compelling acquisition of a highly compatible business will accelerate H&R Block’s strategy in the large and expanding small business market, providing new growth opportunities.

H&r Block Inc – News Release For Immediate Release: April 24, 2019 (April 24th, 2019)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its preliminary U.S. tax results, reflecting an increase in overall tax return volume for the second consecutive year. For fiscal year 2019 through April 19, tax returns prepared by or through H&R Block increased 1.5 percent to 20.2 million.

H&r Block Inc – News Release For Immediate Release: March 7, 2019 (March 7th, 2019)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its U.S. tax return volume through February 28, 2019 and financial results for the fiscal 2019 third quarter ended January 31, 2019. The company normally reports a fiscal third quarter loss due to the seasonality of its tax business.

H&r Block Inc – News Release For Immediate Release: December 6, 2018 (December 6th, 2018)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results for the fiscal 2019 second quarter ended October 31, 2018. The company normally reports a fiscal second quarter loss due to the seasonality of its tax business. The fiscal second quarter typically represents less than 5 percent of annual revenues and less than 15 percent of annual expenses.

H&r Block Inc – THIRD AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT Dated as of September 21, 2018 among BLOCK FINANCIAL LLC as the Borrower H&R BLOCK, INC. as the Guarantor JPMORGAN CHASE BANK, N.A. as Administrative Agent, Issuing Bank and Swingline Lender The Lenders Party Hereto BANK OF AMERICA, N.A. SUNTRUST BANK TD BANK, N.A. BBVA COMPASS BMO HARRIS BANK, N.A. PNC BANK, NATIONAL ASSOCIATION REGIONS BANK ROYAL BANK OF CANADA WELLS FARGO BANK, NATIONAL ASSOCIATION as Co- Documentation Agents JPMORGAN CHASE BANK, N.A. MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SUNTRUST ROBINSON HUMPHREY, INC. (September 24th, 2018)

This THIRD AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT is entered into as of September 21, 2018, among BLOCK FINANCIAL LLC, a Delaware limited liability company (the "Borrower"), H&R BLOCK, INC., a Missouri corporation (the "Guarantor"), each Lender, and JPMORGAN CHASE BANK, N.A., as Administrative Agent, Issuing Bank and Swingline Lender.

H&r Block Inc – WAIVER AND ACKNOWLEDGMENT (September 7th, 2018)

This WAIVER AND ACKNOWLEDGMENT (this “Waiver”) is entered into on June 25, 2018 by and between HRB Professional Resources LLC (the “Company”), H&R Block, Inc., a Missouri corporation and the indirect parent corporation of the Company (“Block”), and Jeffrey J. Jones II, the President and Chief Executive Officer of Block (“Executive”).

H&r Block Inc – News Release For Immediate Release: August 28, 2018 (August 28th, 2018)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results for the fiscal 2019 first quarter ended July 31, 2018. The company normally reports a fiscal first quarter loss due to the seasonality of its tax business. The fiscal first quarter typically represents less than 5 percent of annual revenues and less than 15 percent of annual expenses.

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (June 28th, 2018)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (June 28th, 2018)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (June 28th, 2018)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN PERFORMANCE SHARE UNITS AWARD AGREEMENT (June 28th, 2018)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (June 28th, 2018)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (June 28th, 2018)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN MARKET STOCK UNITS AWARD AGREEMENT (June 28th, 2018)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – News Release For Immediate Release: June 12, 2018 (June 12th, 2018)

Revenues increased 4 percent to $3.2 billion1 driven by improvement in the company's U.S. Assisted and do-it-yourself (DIY) businesses

H&r Block Inc – H&R Block Reports Growth in U.S. Tax Return Volume Through April 19; To Announce Fiscal 2018 Results on June 12, 2018 (April 24th, 2018)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its preliminary U.S. tax results, which reflect overall tax return volume growth compared to the prior year. For fiscal year 2018 through April 19, 19.9 million returns were prepared by or through H&R Block in the U.S., a 2.6% increase over fiscal year 2017.

H&r Block Inc – News Release For Immediate Release: March 6, 2018 (March 6th, 2018)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released U.S. tax return volume through February 28 and its financial results for the fiscal 2018 third quarter ended January 31, 2018. The company normally reports a fiscal third quarter loss due to the seasonality of its tax business.

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN DEFERRED STOCK UNITS AWARD AGREEMENT (December 7th, 2017)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – News Release For Immediate Release: December 6, 2017 (December 6th, 2017)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results for the fiscal 2018 second quarter ended October 31, 2017. The company normally reports a fiscal second quarter loss due to the seasonality of its tax business. The fiscal second quarter typically represents less than 5% of annual revenues and approximately 15% of annual expenses.

H&r Block Inc – SECOND AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT Dated as of September 22, 2017 among BLOCK FINANCIAL LLC as the Borrower H&R BLOCK, INC. as the Guarantor JPMORGAN CHASE BANK, N.A. as Administrative Agent, Issuing Bank and Swingline Lender The Lenders Party Hereto BANK OF AMERICA, N.A. SUNTRUST BANK TD BANK, N.A. U.S. BANK NATIONAL ASSOCIATION as Co-Syndication Agents BBVA COMPASS BMO HARRIS BANK, N.A. PNC BANK, NATIONAL ASSOCIATION REGIONS BANK ROYAL BANK OF CANADA WELLS FARGO BANK, NATIONAL ASSOCIATION as Co-Documentation Agents JPMORGAN CHASE BANK, N.A. MERRILL LYNCH, PIERCE, FENN (September 25th, 2017)

This SECOND AMENDED AND RESTATED CREDIT AND GUARANTEE AGREEMENT is entered into as of September 22, 2017, among BLOCK FINANCIAL LLC, a Delaware limited liability company (the "Borrower"), H&R BLOCK, INC., a Missouri corporation (the "Guarantor"), each Lender, and JPMORGAN CHASE BANK, N.A., as Administrative Agent, Issuing Bank and Swingline Lender.

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN (September 14th, 2017)

H&R Block, Inc. (the “Company”), a Missouri corporation, hereby establishes and adopts the following 2018 Long Term Incentive Plan (as amended from time to time, the “Plan”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (September 14th, 2017)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – H&R BLOCK, INC. 2018 LONG TERM INCENTIVE PLAN RESTRICTED SHARE UNITS AWARD AGREEMENT (September 14th, 2017)

This Award Agreement is entered into by and between H&R Block, Inc., a Missouri corporation (“H&R Block”), and [Participant Name] (“Participant”).

H&r Block Inc – FIRST AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (September 1st, 2017)

THIS FIRST AMENDMENT TO PROGRAM MANAGEMENT AGREEMENT (this "First Amendment"), dated as of July 27, 2017, is made by and between EMERALD FINANCIAL SERVICES, LLC, a limited liability company organized under the laws of Delaware ("EFS"), and BofI FEDERAL BANK, a federal savings bank ("Bank").

H&r Block Inc – News Release For Immediate Release: August 29, 2017 (August 29th, 2017)

KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) today released its financial results for the fiscal 2018 first quarter ended July 31, 2017. The company normally reports a fiscal first quarter loss due to the seasonality of its tax business. The fiscal first quarter typically represents less than 5% of annual revenues and less than 15% of annual expenses.