Helen of Troy director granted 919 HELE shares

Berry Krista reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Berry Krista reported acquisition or exercise transactions in this Form 4 filing.

Helen of Troy Ltd director Krista Berry received 919 common shares as a restricted stock grant that vested immediately. The shares were awarded at no stated purchase price and are paired with a tax-offset right that provides cash to cover related tax liabilities. After this grant, Berry directly holds 11,466 common shares.

Insider Trade Summary

Grant/Award: 919 shares

Grant/Award 1 txn

Insider Berry Krista

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Shares, Par value $0.10 per share	919	$0.00	$0.00

Holdings After Transaction: Common Shares, Par value $0.10 per share — 11,466 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 shares granted: 919 shares Price per granted share: $0.00 per share Shares held after grant: 11,466 shares +1 more

4 metrics

Restricted shares granted 919 shares Restricted stock grant to director Krista Berry on June 1, 2026

Price per granted share $0.00 per share Stated transaction price for restricted stock grant

Shares held after grant 11,466 shares Total common shares directly held by Krista Berry following transaction

Net buy/sell shares 0 shares No net open-market buying or selling in this filing

Key Terms

restricted stock, tax-offset right, Common Shares, Par value $0.10 per share, Grant, award, or other acquisition

4 terms

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.

tax-offset right financial

"is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting"

Common Shares, Par value $0.10 per share financial

"security_title: Common Shares, Par value $0.10 per share"

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

FAQ

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

What insider transaction did Helen of Troy (HELE) disclose for Krista Berry?

Helen of Troy reported that director Krista Berry received a grant of 919 restricted common shares. The grant vested immediately and increased her direct holdings to 11,466 common shares, reflecting routine equity-based compensation rather than an open-market purchase or sale.

Was the Helen of Troy (HELE) insider grant to Krista Berry an open-market purchase?

No, the filing shows no open-market purchase. Instead, Krista Berry received 919 restricted shares as a grant or award at a stated price of $0.00 per share, typical of equity compensation rather than a discretionary stock purchase.

How many Helen of Troy (HELE) shares does Krista Berry hold after this Form 4?

After the reported grant, director Krista Berry directly holds 11,466 common shares of Helen of Troy. This total includes the newly awarded 919 restricted shares, which vested immediately according to the transaction details and accompanying footnote.

What is the tax-offset right mentioned in the Helen of Troy (HELE) Form 4?

The filing explains that the restricted stock grant is accompanied by a tax-offset right. This right entitles Krista Berry to receive a cash amount upon vesting to pay certain tax liabilities that arise from the restricted stock vesting event.

Does the Krista Berry Form 4 for Helen of Troy (HELE) indicate any share sales?

The Form 4 indicates no share sales or dispositions. It reports only a grant of 919 restricted shares classified as an acquisition transaction, with zero transactions flagged as sales or other disposals in the summarized transaction counts.

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

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Accepted by SEC EDGAR 06/02/2026 - 04:28 PM EDT 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^*

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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026

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	06/01/2026		A		919	A	$0(1)	11,466	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 Krista Berry	06/02/2026
	** 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)