Helen of Troy (HELE) director Krista Berry receives 919-share restricted stock grant
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Berry Krista
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Shares, Par value $0.10 per share | 919 | $0.00 | -- |
Holdings After Transaction:
Common Shares, Par value $0.10 per share — 11,466 shares (Direct, null)
Footnotes (1)
- [object Object]
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"
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
FAQ
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.
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.