Welcome to our dedicated page for Helen Of Troy SEC filings (Ticker: HELE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Helen of Troy Limited (NASDAQ: HELE) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations, strategy, and risks as a global consumer products company. These SEC filings cover its Home & Outdoor and Beauty & Wellness segments and its portfolio of brands, which includes OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon, and Olive & June.
On this page, investors can review annual reports on Form 10‑K and quarterly reports on Form 10‑Q, which present consolidated and segment‑level financial statements, management’s discussion and analysis, and detailed risk factors. These filings explain how factors such as tariffs, retailer behavior, competition, and international market conditions affect Helen of Troy’s reported net sales, margins, and cash flows, and they reconcile GAAP results to non‑GAAP measures like adjusted operating income, adjusted diluted EPS, and adjusted EBITDA.
Current reports on Form 8‑K document material events, including amendments to the company’s credit agreement, executive and director appointments or departures, quarterly earnings releases furnished under Item 2.02, and shareholder meeting results. For example, recent 8‑Ks describe a first amendment to the company’s revolving credit facility that adjusts the commitment size, leverage‑based pricing, and financial covenants, as well as the approval of the Helen of Troy Limited 2025 Stock Incentive Plan and the appointment of a new Chief Executive Officer.
The company’s proxy statements on Schedule 14A provide additional detail on governance, director elections, executive compensation, stock incentive plans, and shareholder voting outcomes. These documents outline the Elevate for Growth Strategy, Project Pegasus restructuring efforts, stock ownership guidelines, and the structure of cash and equity incentives for senior leaders.
Stock Titan enhances access to these filings with AI‑powered summaries that highlight key points from lengthy 10‑K, 10‑Q, and 8‑K documents, helping readers quickly understand changes in leverage covenants, impairment charges, segment performance, and compensation arrangements. Real‑time updates from EDGAR ensure that new Helen of Troy filings, including any Form 4 insider transaction reports or future registration statements, appear promptly, while AI‑generated overviews make complex regulatory language easier to interpret.
Helen of Troy Ltd Chief Financial Officer Brian Grass had common shares withheld to cover taxes on a stock award vesting. On the vesting of restricted stock awards on March 4, 2026, 2,949 common shares were disposed of at a price of $16.84 per share to satisfy estimated tax liabilities, as a tax-withholding disposition. Following this transaction, Grass directly owns 131,373 common shares of Helen of Troy.
HELEN OF TROY LTD Chief Financial Officer Brian Grass reported a routine tax-withholding disposition of common shares. On March 2, 2026, 1,288 common shares were withheld at an effective price of
Helen of Troy Ltd director Elena Otero received an equity award in the form of restricted stock. She acquired 1,429 common shares at a stated price of $0.00 per share as a grant, not an open‑market purchase. The award vested immediately and is paired with a tax-offset right that provides cash to cover certain tax liabilities triggered by the vesting event. After this grant, Otero directly holds a total of 7,765 common shares of Helen of Troy Ltd.
Meeker Timothy F reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Timothy F. Meeker received a grant of 1,429 common shares on March 2, 2026. The award was structured as restricted stock that vested immediately. After this grant, his direct holdings increased to 13,440 common shares.
The grant includes a tax-offset right that provides a cash payment when the restricted stock vests. This cash amount is intended to cover certain tax liabilities triggered by the vesting event, so the director does not have to sell shares just to pay those taxes.
GOMEZ SADES TABATA LORENA reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Tabata Lorena Gomez Sades received an equity award in the form of company stock. She was granted 1,429 common shares of Helen of Troy, recorded at a price of $0.00 per share, as restricted stock that vested immediately.
According to the filing, the grant includes a tax-offset right that provides a cash amount to cover certain tax liabilities when the restricted stock vests. Following this award, her directly owned holdings increased to a total of 7,765 common shares.
CASE THURMAN K reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Thurman K. Case received a grant of 1,429 common shares on March 2, 2026 as a restricted stock award. The award was priced at $0.00 per share, indicating it was a compensation grant rather than an open-market purchase. The restricted stock vested immediately and includes a tax-offset right that provides cash to cover certain tax liabilities arising from the vesting event. Following this grant, Case directly owns a total of 10,725 common shares.
CARSON VINCENT D reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Vincent D. Carson received a grant of 1,429 common shares as restricted stock that vested immediately at no stated price per share. Following this award, he directly holds 19,844 common shares. The grant includes a tax-offset right to help cover related tax liabilities in cash.
Berry Krista reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Krista Berry received an equity award in the form of company stock. On the reported date, she was granted 1,429 common shares at a price of $0.00 per share as a restricted stock award. According to the footnote, the restricted stock vested immediately and is paired with a tax-offset right that provides cash to cover certain tax liabilities triggered by the vesting. After this grant, Berry directly holds a total of 10,547 common shares.
Woody Darren G reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Darren G. Woody received an equity grant of 1,429 common shares as restricted stock on March 2, 2026. The award was granted at no cash cost per share and vested immediately. Following this grant, his directly held common shares increased to 14,140. The filing also notes an additional 10 common shares held indirectly through his spouse. The restricted stock is accompanied by a tax-offset right that provides a cash amount to cover certain tax liabilities arising from the vesting event.
Helen of Troy Ltd director Beryl Raff received a new stock award. On the reported date, she acquired 1,429 common shares as a grant of restricted stock at no purchase price. After this award, she directly holds a total of 12,860 common shares.
The restricted stock vested immediately and is paired with a tax-offset right. This right provides a cash amount upon vesting to cover certain tax liabilities arising from the grant, allowing the director to meet tax obligations without selling the awarded shares.