Annual Reports

Quarterly Reports


  • 8-K (Mar 6, 2018)
  • 8-K (Jan 22, 2018)
  • 8-K (Jan 5, 2018)
  • 8-K (Dec 6, 2017)
  • 8-K (Nov 6, 2017)
  • 8-K (Sep 25, 2017)


H&R Block 8-K 2009

Documents found in this filing:

  1. 8-K
  2. 8-K







Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934


Date of Report (date of earliest event reported): July 28, 2009



(Exact name of registrant as specified in charter)


(State of Incorporation)


(Commission File Number)


(I.R.S. Employer

Identification Number)


One H&R Block Way, Kansas City, MO 64105

(Address of Principal Executive Offices) (Zip Code)


(816) 854-3000

(Registrant's telephone number, including area code)


Not Applicable

(Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):


o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)


o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)


o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))


o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))




Item 5.02.       Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.


(e) On July 28, 2009, HRB Tax Group, Inc. (“HRB Tax”), a subsidiary of H&R Block, Inc. (the “Company”), entered into a Separation and Release Agreement with Timothy C. Gokey (the “Separation Agreement”), in connection with Mr. Gokey’s resignation as President of HRB Tax on May 8, 2009 and his separation of employment on August 31, 2009.


Pursuant to the Separation Agreement, Mr. Gokey’s separation of employment is treated as a “qualifying termination” (as defined in the H&R Block Severance Plan) entitling him to the following benefits provided for under the terms of his employment agreement: (i) a lump-sum cash severance payment of $833,340, and (ii) a lump-sum payment equaling 12 months of COBRA premiums approximating non-employee-paid health and welfare benefits. The Separation Agreement also provides for (i) full vesting for 279,362 outstanding stock options not previously vested, (ii) certain specified outstanding stock options granted previously to Mr. Gokey to remain exercisable through a date to be elected by Mr. Gokey on or before August 31, 2009, (iii) termination of restrictions on 10,617 shares of previously granted restricted stock, resulting in such shares becoming fully vested, (iv) a payout of approximately 24,834 performance shares (pro-rated) based on the Company’s performance against previously established performance-goals for the 2007 and 2008 grant performance periods (which end on April 30, 2010 and 2011, respectively) and (v) outplacement services for 12 months. Mr. Gokey continues to be subject to certain restrictions under his employment agreement, including his agreement not to engage in certain competitive activities and not to recruit, solicit or hire certain employees. In addition, Mr. Gokey retains the right to receive indemnification under his employment agreement. The Separation Agreement includes a general release of claims by Mr. Gokey against the Company and its subsidiaries.






Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.




July 31, 2009

By:/s/ Andrew J. Somora


Andrew J. Somora



Assistant Secretary









Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki