Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of HRB revenue | Skew |
|---|---|---|---|
| PECOPhillips Edison & Company, Inc. | 0.50% | 0.10% | 5.2× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“H&R Block, Inc. 2,532 0.5 % 98 0.3 % 58”
$4M relationship5.2× more of PECO’s book than HRB’s
basisPECO fy2025 · closed 2025-12 $765MHRB fy2026 · closed 2026-06 $3.9B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001476204-25-000030cik 0001476204disclosed by PECO
“Deloitte & Touche LLP audited our consolidated financial statements for the fiscal years 2025 , 2024 and 2023.”
FILING10-K0001605297-25-000016cik 0000012659
“We purchase participation interests, at par, in all EAs originated by Pathward in accordance with our participation agreement.”
FILING10-K0001605297-25-000016cik 0000012659
“We purchase participation interests, at par, in all EAs originated by Pathward in accordance with our participation agreement.”
FILING10-K0001605297-25-000016cik 0000012659
“Effective October 18, 2024, we amended our Program Management Agreement (PMA) with Pathward®, N.A to extend the term of the PMA for two years until June 30, 2027.”
FILING10-K0001605297-25-000016cik 0000012659
“4.3 Second Supplemental Indenture, dated September 30, 2015, among H&R Block, Inc., Block Financial LLC (formerly known as Block Financial Corporation), Deutsche Bank Trust Company Americas (formerly known as Bankers Trust Company) and U.S. Bank National Association, as separate trustee, filed as Exhibit 4.1 to the Company's current report on Form 8-K filed September 30, 2015, file number 1-06089, is incorporated herein by reference.”
FILING10-K0001605297-25-000016cik 0000012659
“10.25 Fourth Amended and Restated Credit and Guarantee Agreement dated June 11, 2021, by and among Block Financial LLC, H&R Block, Inc., the lenders party thereto from time to time, and JPMorgan Chase Bank, N.A., as administrative agent, filed as Exhibit 10.1 to the Company's current report on Form 8-K filed June 15, 2021, file number 1-06089, is incorporated herein by reference.”
FILING10-K0001605297-25-000016cik 0000012659
“4.3 Second Supplemental Indenture, dated September 30, 2015, among H&R Block, Inc., Block Financial LLC (formerly known as Block Financial Corporation), Deutsche Bank Trust Company Americas (formerly known as Bankers Trust Company) and U.S. Bank National Association, as separate trustee, filed as Exhibit 4.1 to the Company's current report on Form 8-K filed September 30, 2015, file number 1-06089, is incorporated herein by reference.”
FILING10-K0001605297-25-000016cik 0000012659
“4.2 First Supplemental Indenture, dated as of April 18, 2000, among H&R Block, Inc., Block Financial Corporation, Bankers Trust Company and the Bank of New York, filed as Exhibit 4(a) to the Company's current report on Form 8-K filed April 17, 2000, file number 1-06089, is incorporated herein by reference.”
FILING10-K0001605297-25-000016cik 0000012659
“4.1 Indenture dated as of October 20, 1997, among H&R Block, Inc., Block Financial Corporation and Bankers Trust Company, as Trustee, filed as Exhibit 4(a) to the Company's quarterly report on Form 10-Q for the quarter ended October 31, 1997, file number 1-06089, is incorporated herein by reference.”
FILING10-K0001605297-25-000016cik 0000012659
“In some cases, such agreements may permit the third party to unilaterally prescribe certain business practices and procedures with respect to the Bank and its business lines (as is the case under agreements with Discover, MasterCard, Visa and other card networks) or terminate the agreement early under certain circumstances (as is the case under our program management agreement with Emerald Financial Services, LLC ("EFS") with respect to certain H&R Block financial services if the Bank should lose its exemption from the Durbin Amendment).”
FILING10-K0000907471-25-000116cik 0000907471disclosed by CASH
“The client assigns to us the full amount of the tax refund to be issued by the CRA and the refund is then sent by the CRA directly to us.”
FILING10-K0001605297-25-000016cik 0000012659
Watchlist prices, news filtered to it, and its next report on your desk.
Prev close 45.73 · gapped below the open, then crossed back over prior close. High/low 45.74 at 3:45 pm ET, 45.33 at 11:15 am ET.
H&R Block Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Personal Services
H&R Block Inc has 12 disclosed suppliers and 0 disclosed customers. Each one is named in an SEC filing, either H&R Block Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a customer of H&R Block Inc. Customers appear here when H&R Block Inc names them, or when a company names H&R Block Inc as a supplier in its own annual report.
HRB (H&R Block Inc) has 12 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: DB −1.71%, in financials.