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  4. [Form 4] HELEN OF TROY LTD Insider Trading Activity

Helen of Troy awards Berry 860 restricted shares

Director Krista Berry received an immediately vested restricted stock grant with tax-offset rights, increasing her direct holdings in HELEN OF TROY LTD.

Filing Impact
(Neutral)
Filing Sentiment
(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. Berry Krista reported acquisition or exercise transactions in this Form 4 filing.

HELEN OF TROY LTD (HELE) reports that director Krista Berry 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 related tax liabilities. After this award, she holds 12,326 common shares directly. No Rule 10b5-1 plan is reported.

Positive

  • None.

Negative

  • None.
Insider Berry Krista
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 — 12,326 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 director Krista Berry on September 1, 2026
Shares held after transaction 12,326 shares Director Krista Berry’s direct common share holdings following the grant
Grant date September 1, 2026 Date of restricted stock award to Krista Berry
Transaction price per share $0.00 per share Restricted stock grant reported with no purchase price
restricted stock financial
"Grant of restricted stock, which vested immediately and is accompanied"
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.
tax-offset right financial
"and is accompanied by a tax-offset right which entitles the reporting"
vested immediately financial
"Grant of restricted stock, which vested immediately and is accompanied"

FAQ

What insider transaction did HELEN OF TROY LTD (HELE) report for Krista Berry?
HELEN OF TROY LTD reported that director Krista Berry received a grant of 860 restricted common shares on September 1, 2026, which vested immediately and increased her direct holdings to 12,326 shares.

Was the HELEN OF TROY LTD (HELE) Form 4 transaction a purchase or a grant?
The Form 4 reports a grant/award acquisition of 860 restricted common shares to director Krista Berry, not an open-market purchase or sale.

What are Krista Berry’s total HELEN OF TROY LTD (HELE) holdings after this Form 4?
After the reported grant, director Krista Berry directly holds 12,326 common shares of HELEN OF TROY LTD.

Did the HELEN OF TROY LTD (HELE) insider transaction involve a Rule 10b5-1 plan?
No. The filing indicates that the Rule 10b5-1 checkbox is not selected, so no Rule 10b5-1 trading plan is reported in connection with this transaction.

What is notable about the restricted stock granted to the HELEN OF TROY LTD (HELE) director?
The 860-share restricted stock grant to Krista Berry vested immediately and is accompanied by a tax-offset right, entitling her to a cash amount to pay certain tax liabilities from the vesting event.

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

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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*
Berry Krista
(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)12,326D
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 Krista Berry09/02/2026
** 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)

Source: View Original Filing on SEC EDGAR