Helen of Troy (HELE) director awarded 919 restricted shares in Form 4
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
RAFF BERYL reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Beryl Raff received an equity grant of 919 common shares. The award was structured as restricted stock that vested immediately, so the shares became fully owned at once rather than over time. Following this grant, Raff directly holds a total of 13,779 common shares.
The grant includes a tax-offset right that provides a cash amount intended to cover certain tax liabilities triggered by the vesting event, making the award net of some tax impact for the director.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
RAFF BERYL
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 — 13,779 shares (Direct, null)
Footnotes (1)
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Key Figures
Restricted stock grant: 919 shares
Grant price: $0.00 per share
Post-grant holdings: 13,779 shares
3 metrics
Restricted stock grant
919 shares
Common Shares granted on 2026-06-01
Grant price
$0.00 per share
Reported transaction price for restricted stock
Post-grant holdings
13,779 shares
Total common shares directly held after transaction
Key Terms
restricted stock, tax-offset right, Form 4
3 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
"accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting"
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
What insider transaction did HELEN OF TROY (HELE) director Beryl Raff report?
Director Beryl Raff reported receiving a grant of 919 common shares as restricted stock that vested immediately. This was a compensation-related award, not an open-market purchase, and increased her direct holdings in HELEN OF TROY LTD.
Was the HELEN OF TROY Form 4 transaction a stock purchase or a grant?
The transaction was a stock grant, not an open-market purchase. Beryl Raff received 919 restricted common shares as a compensation award, with a reported price per share of $0.00, indicating no cash was paid for the shares.
What does the tax-offset right in Beryl Raff’s HELEN OF TROY stock grant mean?
The tax-offset right entitles Beryl Raff to receive cash when the restricted stock vests. This cash is intended to pay certain tax liabilities incurred due to the vesting of the 919-share restricted stock award.
Did the HELEN OF TROY Form 4 include any option or derivative exercises?
No, the Form 4 only reported a non-derivative transaction involving common shares. It disclosed a grant of 919 restricted common shares, with no derivative securities or option exercises listed in the derivative transaction summary.