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 filings document formal disclosures for a Bermuda consumer products company with branded home, outdoor, beauty and wellness categories. Form 8-K reports furnish quarterly and fiscal-year operating results, including discussion of net sales, margins, tariffs, freight, promotional expense, inventory effects and brand-category demand.
The company's filings also record capital-structure and governance matters, including amendments to its revolving credit facility, financial covenant terms, board and executive officer changes, the 2025 Stock Incentive Plan and annual shareholder voting results. These records connect Helen of Troy's brand portfolio and operating performance with its debt arrangements, compensation plans and public-company governance.
Helen of Troy Limited furnished an update under Regulation FD to announce the release of its fiscal year 2026 Sustainability Report. The report is available on the company’s website at www.helenoftroy.com/sustainability. The information is furnished, not filed, so it is not incorporated into other securities law filings unless specifically referenced.
Woody Darren G reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Darren G. Woody reported a grant of 919 common shares as compensation. The award is structured as restricted stock that vested immediately and includes a tax-offset right paying cash to cover certain taxes tied to the vesting event. Following this grant, Woody directly holds 15,059 common shares. A separate entry shows 10 common shares held indirectly through his spouse.
Otero Elena reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Elena Otero received a grant of 919 common shares as restricted stock, which vested immediately at no cost. After this award, she directly holds 8,684 common shares. The grant includes a tax-offset right providing cash to cover certain tax liabilities arising from the vesting.
GOMEZ SADES TABATA LORENA reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Tabata Lorena Gomez Sades received a grant of 919 common shares as restricted stock. The award carried no purchase price and vested immediately. After this compensation grant, she directly holds a total of 8,684 common shares of the company.
The restricted stock is paired with a tax-offset right that provides a cash amount upon vesting to cover certain tax liabilities generated by the grant. This is a routine equity-based compensation event rather than an open-market share purchase or sale.
RAFF BERYL reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Beryl Raff received an equity grant of 919 common shares. The award was structured as restricted stock that vested immediately, so the shares became fully owned at once rather than over time. Following this grant, Raff directly holds a total of 13,779 common shares.
The grant includes a tax-offset right that provides a cash amount intended to cover certain tax liabilities triggered by the vesting event, making the award net of some tax impact for the director.
Berry Krista reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Krista Berry received 919 common shares as a restricted stock grant that vested immediately. The shares were awarded at no stated purchase price and are paired with a tax-offset right that provides cash to cover related tax liabilities. After this grant, Berry directly holds 11,466 common shares.
CASE THURMAN K reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director CASE THURMAN K received a grant of 919 common shares as equity compensation. The award was reported at a price of $0.00 per share, indicating it was a company grant rather than an open‑market purchase. Following this grant, the director directly holds 11,644 common shares. 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 event, making this a routine compensation-related transaction rather than a market trade.
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 919 common shares as restricted stock. The award had a price of $0.00 per share, vested immediately, and included a tax-offset right providing cash to cover certain tax liabilities. Following this compensation-related grant, Meeker directly holds 14,359 common shares.
CARSON VINCENT D reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Vincent D. Carson reported an equity compensation grant of 919 common shares. The shares were granted at no purchase price as restricted stock that vested immediately. The award includes a tax-offset right that provides a cash amount to cover certain tax liabilities triggered by the vesting event.
Following this grant, Carson directly holds 20,763 common shares. Because this is a restricted stock award and not an open-market purchase, it reflects stock-based compensation rather than a discretionary buy in the market.
Helen of Troy Limited reported that its Board of Directors approved and adopted the Amended and Restated Annual Incentive Plan. The plan is designed to reward participating employees with bonus incentives tied to Company performance, supporting the success of the Company and its subsidiaries.
The amendments remove outdated references to Section 162(m) of the Internal Revenue Code, align administrative provisions with the Company’s 2025 Stock Incentive Plan, and clarify what authority the Board or Compensation Committee may delegate to Company officers for setting annual incentive opportunities and granting awards to employees other than Named Executive Officers.