SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
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1. Name and Address of Reporting Person*
Houseworth Jason

(Last) (First) (Middle)
C/O H&R BLOCK
ONE H&R BLOCK WAY

(Street)
KANSAS CITY MO 64105

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
03/01/2012
3. Issuer Name and Ticker or Trading Symbol
H&R BLOCK INC [ HRB ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
SVP, Digital
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 19,865.5233(1) D
Common Stock 2,000 I Jason and Bethany Houseworth Trust
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Phantom Stock (DCP) (2) (3) Common Stock 339.796 (4) D
Stock Option (Right to Buy) (5) 10/01/2020 Common Stock 15,150 $12.59 D
Stock Option (Right to Buy) (6) 06/30/2021 Common Stock 46,295 $16.04 D
Stock Option (Right to Buy) (7) 07/02/2019 Common Stock 15,715 $16.89 D
Explanation of Responses:
1. Includes 17,122 restricted shares of Common Stock granted under the H&R Block, Inc. Long-Term Executive Compensation Plan for which the restrictions have not yet lapsed, and 625.5233 shares in the H&R Block, Inc. Employee Stock Purchase Plan.
2. Immediate as to reporting person's contributions.
3. The units are payable in cash or stock at the discretion of the reporting person.
4. Units held under the H&R Block Deferred Compensation Plan for Executives, which is a unitized fund. Each unit has the value of one share of Common Stock.
5. The options vest in four equal annual installments beginning on October 1, 2011.
6. The options vest in three equal annual installments beginning on June 30, 2012.
7. The options vest in three equal annual installments beginning on July 2, 2010.
Remarks:
Exhibits: Exh. 24 Power of Attorney (houseworthpoa-3512.htm)
Scott W. Andreasen, per Power of Attorney 03/09/2012
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.