STOCK TITAN

Helen of Troy director now holds 9,544 shares

A Helen of Troy director received an immediately vested grant of 860 restricted shares, increasing direct holdings to 9,544 common shares.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HELEN OF TROY LTD (symbol: HELE) is the issuer of record for a Form 4 filing submitted to the SEC. GOMEZ SADES TABATA LORENA reported acquisition or exercise transactions in this Form 4 filing.

HELEN OF TROY LTD (HELE) reported that director Tabata Lorena Gomez Sades received a grant of 860 restricted common shares on September 1, 2026. The restricted stock vested immediately and includes a tax-offset right providing cash to cover certain related tax liabilities. Following this grant, the director directly holds 9,544 common shares, and no Rule 10b5-1 trading plan is reported.

Positive

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Negative

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Insider GOMEZ SADES TABATA LORENA
Role Director
Type Security Shares Price Value
Grant/Award Common Shares, Par value $0.10 per share F1 860 $0.00 $0.00
Holdings After Transaction: Common Shares, Par value $0.10 per share — 9,544 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.
Restricted shares granted 860 shares Grant of restricted common shares to a director on September 1, 2026
Per-share grant price $0.00 per share Reported value for the grant of 860 restricted common shares
Shares held after transaction 9,544 shares Director’s direct holdings after the restricted stock grant
Transaction date September 1, 2026 Date of the restricted stock grant to the director
restricted stock financial
"Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
vested financial
"Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right"
tax-offset right financial
"and is accompanied by a tax-offset right which entitles the reporting person to receive"

FAQ

What insider transaction did HELEN OF TROY LTD (HELE) report for Tabata Lorena Gomez Sades?

The company reported that director Tabata Lorena Gomez Sades received a grant of 860 restricted common shares on September 1, 2026, which vested immediately and increased her direct holdings to 9,544 common shares.

How many HELEN OF TROY LTD (HELE) shares does the director hold after this Form 4 transaction?

After the reported grant, the director directly holds 9,544 common shares of HELEN OF TROY LTD.

Was the HELEN OF TROY LTD (HELE) share grant to the director made at a purchase price?

No. The Form 4 shows the grant of 860 restricted shares with a reported per‑share price of $0.00, indicating a compensation-related award rather than a market purchase.

Was the HELEN OF TROY LTD (HELE) insider transaction under a Rule 10b5-1 trading plan?

No. The filing indicates that no Rule 10b5-1 trading plan is associated with this grant of restricted stock.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
GOMEZ SADES TABATA LORENA

(Last)(First)(Middle)
201 E. MAIN STREET
SUITE 300

(Street)
EL PASO TEXAS 79901

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
HELEN OF TROY LTD [ HELE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Shares, Par value $0.10 per share09/01/2026A860A$0(1)9,544D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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:
W. Crews Lott as Attorney-In-Fact for Tabata L. Gomez Sades09/02/2026
** Signature of Reporting PersonDate
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.
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.
* Form 4: SEC 1474 (03-26)