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Helen of Troy director granted 860 shares

Director Beryl Raff received an immediately vested restricted stock grant with a related tax-offset right, increasing her direct holdings in HELE to 14,639 shares.

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. RAFF BERYL reported acquisition or exercise transactions in this Form 4 filing.

HELEN OF TROY LTD (HELE) reported that director Beryl Raff received a grant of 860 common shares of restricted stock on September 1, 2026. The restricted stock vested immediately and is accompanied by a cash tax-offset right. Following this award, Raff directly holds 14,639 common shares.

Positive

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Negative

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Insider RAFF BERYL
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 — 14,639 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 stock granted 860 shares Grant to director Beryl Raff on September 1, 2026
Price per share for grant $0.00 per share Compensation-related restricted stock award
Shares held after transaction 14,639 shares Director Beryl Raff’s direct holdings following the grant
Transaction date September 1, 2026 Date of restricted stock grant to director
restricted stock financial
"Grant of restricted stock, which vested immediately"
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
"accompanied by a tax-offset right which entitles the reporting person"
vested immediately financial
"restricted stock, which vested immediately and is accompanied"

FAQ

What equity award did director Beryl Raff receive from HELE?
Director Beryl Raff received a grant of 860 common shares of restricted stock on September 1, 2026. The grant vested immediately and is part of her equity-based compensation from Helen of Troy Ltd.

How many HELEN OF TROY LTD (HELE) shares does Beryl Raff hold after this Form 4?
After the reported transaction, Beryl Raff directly holds 14,639 common shares of Helen of Troy Ltd. This total reflects the addition of 860 restricted shares that vested immediately on September 1, 2026.

Was Beryl Raff’s HELE stock grant made under a Rule 10b5-1 trading plan?
No. The filing indicates that the Rule 10b5-1 checkbox is not marked, and no footnote states that the September 1, 2026 restricted stock grant was made pursuant to a Rule 10b5-1 trading plan.

What is the nature of the HELE restricted stock granted to Beryl Raff?
The 860-share award is described as a grant of restricted stock that vested immediately and includes a tax-offset right, which entitles her to receive a cash amount to pay certain tax liabilities incurred upon vesting.

At what price per share was the HELE restricted stock grant reported?
The restricted stock grant to Beryl Raff was reported at a price per share of $0.00, consistent with a compensation-related equity award rather than a market purchase of Helen of Troy Ltd common shares.

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*
RAFF BERYL
(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)14,639D
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 Beryl B. Raff09/02/2026
** 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