Helen of Troy (HELE) director receives 919-share restricted stock grant

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Otero Elena reported acquisition or exercise transactions in this Form 4 filing.

Helen of Troy Ltd director Elena Otero received a grant of 919 common shares as restricted stock, which vested immediately at no cost. After this award, she directly holds 8,684 common shares. The grant includes a tax-offset right providing cash to cover certain tax liabilities arising from the vesting.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Otero Elena

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 — 8,684 shares (Direct, null)

Footnotes (1)

[object Object]

Key Figures

Restricted stock grant: 919 shares Post-transaction holdings: 8,684 shares Grant price: $0.00 per share

3 metrics

Restricted stock grant 919 shares Common shares granted to director Elena Otero

Post-transaction holdings 8,684 shares Total common shares held directly by Elena Otero after grant

Grant price $0.00 per share Compensation grant, not an open-market purchase

Key Terms

restricted stock, tax-offset right, vested immediately, Form 4

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"

vested immediately financial

"Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right"

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.

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Form 4 Insider Transactions: What Each Field Means →

06/02/2026 - 04:29 PM

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

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Shares, Par value $0.10 per share	06/01/2026		A		919	A	$0⁽¹⁾	8,684	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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 Elena Otero	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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Helen of Troy (HELE) report for Elena Otero?

Helen of Troy reported that director Elena Otero received a grant of 919 common shares as restricted stock. The shares vested immediately, increasing her direct holdings to 8,684 common shares following the transaction.

How many Helen of Troy (HELE) shares did Elena Otero acquire in this Form 4?

Elena Otero acquired 919 common shares of Helen of Troy through a restricted stock grant. The award was recorded at a price of $0.00 per share, reflecting its nature as a compensation grant rather than a market purchase.

What are Elena Otero’s total Helen of Troy (HELE) holdings after the transaction?

After the restricted stock grant, Elena Otero directly holds 8,684 Helen of Troy common shares. This total includes the newly granted 919 shares reported in the Form 4 insider transaction filing.

What does the restricted stock grant for Helen of Troy (HELE) director Elena Otero include?

The restricted stock grant to Elena Otero consists of 919 common shares that vested immediately. It is accompanied by a tax-offset right, which provides a cash amount to cover certain tax liabilities triggered by the vesting event.

Was Elena Otero’s Helen of Troy (HELE) stock grant a market purchase or a compensation award?

The transaction was a compensation award, not a market purchase. The Form 4 classifies it as a grant or award acquisition with a transaction price of $0.00 per share, reflecting equity-based compensation for the director.

How does the tax-offset right work in Elena Otero’s Helen of Troy (HELE) stock grant?

The tax-offset right entitles Elena Otero to receive a cash amount when the restricted stock vests. This cash is intended to pay certain tax liabilities incurred in connection with the vesting of the restricted shares.