Helen of Troy director granted 1,429 shares

CASE THURMAN K reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 1,429 shares

Grant/Award 1 txn

Insider CASE THURMAN K

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Shares, Par value $0.10 per share	1,429	$0.00	$0.00

Holdings After Transaction: Common Shares, Par value $0.10 per share — 10,725 shares (Direct)

Footnotes (1)

1. F1. Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Helen of Troy (HELE) report for Thurman K. Case?

Helen of Troy reported that director Thurman K. Case received a grant of 1,429 common shares as restricted stock. The grant occurred on March 2, 2026, and represents a non-cash equity compensation award rather than an open-market transaction.

How many Helen of Troy (HELE) shares did Thurman K. Case receive and at what price?

Thurman K. Case received 1,429 Helen of Troy common shares through a restricted stock grant at $0.00 per share. This indicates a compensation award, not a purchase, and reflects equity granted directly by the company to the director.

Did the restricted stock granted to Thurman K. Case in Helen of Troy (HELE) vest immediately?

Yes, the restricted stock grant to Thurman K. Case vested immediately. The accompanying footnote specifies that the restricted stock vested at grant and is paired with a tax-offset right to help cover tax liabilities triggered by that vesting event.

What is the tax-offset right mentioned in Thurman K. Case’s Helen of Troy (HELE) Form 4?

The tax-offset right entitles Thurman K. Case to receive a cash amount when the restricted stock vests. This cash is designed to pay certain tax liabilities incurred in connection with the vesting event, easing the tax impact of the equity award.

What is Thurman K. Case’s total Helen of Troy (HELE) share ownership after this Form 4 transaction?

After the restricted stock grant, Thurman K. Case directly owns 10,725 Helen of Troy common shares. This total reflects his holdings following the 1,429-share equity award reported in the Form 4 insider transaction filing.

Was Thurman K. Case’s Helen of Troy (HELE) transaction a market buy or sell?

No, it was not a market buy or sell. The Form 4 shows a transaction code “A,” indicating a grant, award, or other acquisition of 1,429 restricted shares as part of compensation, with no purchase price paid in the market.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/03/2026 - 01:10 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

CASE THURMAN K

(Last) (First) (Middle)

201 E. MAIN STREET

SUITE 300

(Street)

EL PASO TX 79901

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
HELEN OF TROY LTD [ HELE ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Shares, Par value $0.10 per share	03/02/2026		A		1,429	A	$0(1)	10,725	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.

Remarks:

	Wayne C. Lott as Attorney-In-Fact for Thurman Case	03/03/2026
	** 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 4 (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.
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