Helen of Troy director gets 1,429-share stock grant

Helen of Troy Ltd director Elena Otero received an equity award in the form of restricted stock.

Rhea-AI Filing Summary

Helen of Troy Ltd director Elena Otero received an equity award in the form of restricted stock. She acquired 1,429 common shares at a stated price of $0.00 per share as a grant, not an open‑market purchase. The award vested immediately and is paired with a tax-offset right that provides cash to cover certain tax liabilities triggered by the vesting event. After this grant, Otero directly holds a total of 7,765 common shares of Helen of Troy Ltd.

Insider Trade Summary

Grant/Award: 1,429 shares

Grant/Award 1 txn

Insider Otero Elena

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Shares, Par value $0.10 per share	1,429	$0.00	$0.00

Holdings After Transaction: Common Shares, Par value $0.10 per share — 7,765 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.

FAQ

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

What did Helen of Troy (HELE) director Elena Otero report in this Form 4?

Elena Otero reported receiving a grant of restricted stock in Helen of Troy. She acquired 1,429 common shares at a stated price of $0.00 per share, increasing her direct holdings to 7,765 common shares after the award.

How many Helen of Troy (HELE) shares did Elena Otero acquire in the reported transaction?

Elena Otero acquired 1,429 common shares of Helen of Troy through a restricted stock grant. This was reported as a grant or award transaction, not an open-market purchase, and increased her total direct ownership to 7,765 common shares following the transaction.

Was Elena Otero’s Helen of Troy (HELE) stock grant an open-market purchase?

No, the transaction was a restricted stock grant, not an open-market purchase. The Form 4 lists transaction code “A” for a grant, with 1,429 common shares awarded at a price of $0.00 per share as equity compensation.

What is the tax-offset right mentioned in Elena Otero’s Helen of Troy (HELE) stock grant?

The tax-offset right gives Elena Otero a cash amount when the restricted stock vests. This cash is intended to help pay certain tax liabilities arising from the vesting event, and it accompanies the immediately vested restricted stock grant.

How many Helen of Troy (HELE) shares does Elena Otero own after this Form 4 transaction?

After the restricted stock grant, Elena Otero directly owns 7,765 common shares of Helen of Troy. The transaction added 1,429 shares to her holdings, as disclosed in the Form 4’s post-transaction ownership figure.

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

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Accepted by SEC EDGAR 03/03/2026 - 01:11 PM EST 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^*

Otero Elena

(Last) (First) (Middle)

201 E. MAIN STREET

SUITE 300

(Street)

EL PASO TX 79901

(City) (State) (Zip)

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)

3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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	03/02/2026		A		1,429	A	$0(1)	7,765	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:

	Wayne C. Lott as Attorney-In-Fact for Elena Otero	03/03/2026
	** 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.