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Get filing alertsH&R Block announces retirement of two directors, including 14-year Board Chairman
Filed August 14, 2026 · Period ending August 12, 2026 · ~1 min read
Key Changes
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Robert A. Gerard (Board Chairman for nearly 14 years) and Matthew E. Winter (Compensation Committee Chair) will retire at the November 2026 Annual Meeting and not stand for re-election.
Item 5.02 verify on EDGAR → -
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Both retirements are voluntary with no disagreements on Company operations, policies, or practices; directors will continue serving until the Annual Meeting.
Item 5.02 verify on EDGAR →
Summary
H&R Block disclosed the planned retirement of two long-serving directors. Robert A. Gerard, who has chaired the Board for almost 14 years, and Matthew E. Winter, who chairs the Compensation Committee, notified the Board on August 12, 2026 that they will not stand for re-election at the November 2026 Annual Meeting. Both will continue serving until that meeting.
The filing explicitly states neither retirement stems from any disagreement with the Company on operations, policies, or practices. For retail investors, the departure of a 14-year Board Chairman represents a governance transition, though the voluntary nature and absence of conflict suggest normal board refreshment. The Company will need to fill the Chairman role and Compensation Committee chair position, likely announcing successors before or at the Annual Meeting.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 17, 2026 · How we verify