Helen of Troy grants director 860 restricted shares

Director Mitchell E. Fadel received an immediately vested restricted stock grant of 860 HELEN OF TROY common shares with an associated tax-offset right.

Rhea-AI Filing Summary

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

HELEN OF TROY LTD (HELE) reported that director Mitchell E. Fadel received a grant of 860 common shares on September 1, 2026. The award is in the form of restricted stock that vested immediately and includes a tax-offset right providing cash to cover certain tax liabilities; Fadel now directly holds 860 common shares. No Rule 10b5-1 trading plan is reported.

Insider Trade Summary

Grant/Award: 860 shares

Grant/Award 1 txn

Insider FADEL MITCHELL E

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 — 860 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.

Key Figures

Restricted stock granted: 860 shares Transaction price per share: $0.00 Shares held after transaction: 860 shares

3 metrics

Restricted stock granted 860 shares Grant of restricted common shares to director on September 1, 2026

Transaction price per share $0.00 Reported price for the restricted stock grant

Shares held after transaction 860 shares Director Mitchell E. Fadel’s direct holdings after the grant

Key Terms

restricted stock, tax-offset right, common shares

3 terms

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"

common shares financial

"Common Shares, Par value $0.10 per share"

Common shares are the basic units of ownership in a company that give holders a claim on profits and a right to vote on key matters, like electing the board. Think of them as membership cards in a club: they let you share in successes and losses, but in a bankruptcy or liquidation they are paid after creditors and preferred shareholders, so their value can swing more and matters for assessing risk and potential return.

FAQ

What insider transaction did HELEN OF TROY LTD (HELE) report for Mitchell E. Fadel?

The company reported that director Mitchell E. Fadel received a grant of 860 common shares as restricted stock on September 1, 2026, which vested immediately and is held directly.

Was the HELEN OF TROY (HELE) Form 4 transaction a purchase or a grant?

The Form 4 reports a grant/award acquisition of 860 restricted common shares to director Mitchell E. Fadel, not an open-market purchase. The transaction price per share is reported as $0.00.

How many HELEN OF TROY (HELE) shares does Mitchell E. Fadel own after this grant?

After the reported grant, Mitchell E. Fadel directly owns 860 HELEN OF TROY common shares, as stated in the post-transaction holdings on the Form 4.

Did the HELEN OF TROY (HELE) Form 4 indicate use of a Rule 10b5-1 trading plan?

No. The filing indicates that the Rule 10b5-1 checkbox is not affirmed, and there is no footnote stating that the transaction occurred under a Rule 10b5-1 trading plan.

What is the tax-offset right mentioned in the HELEN OF TROY (HELE) Form 4 footnote?

The footnote states the restricted stock grant is accompanied by a tax-offset right, entitling Mitchell E. Fadel to receive a cash amount upon vesting to pay certain tax liabilities incurred in connection with the event.

Did the restricted stock in the HELEN OF TROY (HELE) grant vest over time or immediately?

The Form 4 footnote explains that the restricted stock vested immediately on the grant date of September 1, 2026.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 09/02/2026 - 05:42 PM Accepted by SEC EDGAR 09/02/2026 - 05:42 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^*

FADEL MITCHELL E

(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)

X	Director		10% 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)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Shares, Par value $0.10 per share	09/01/2026		A		860	A	$0(1)	860	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:

	W. Crews Lott as Attorney-In-Fact for Mitchell E. Fadel	09/02/2026
	** 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.
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)