STOCK TITAN

Director at Helen of Troy (HELE) receives 1,429-share restricted stock grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

GOMEZ SADES TABATA LORENA reported acquisition or exercise transactions in this Form 4 filing.

Helen of Troy Ltd director Tabata Lorena Gomez Sades received an equity award in the form of company stock. She was granted 1,429 common shares of Helen of Troy, recorded at a price of $0.00 per share, as restricted stock that vested immediately.

According to the filing, the grant includes a tax-offset right that provides a cash amount to cover certain tax liabilities when the restricted stock vests. Following this award, her directly owned holdings increased to a total of 7,765 common shares.

Positive

  • None.

Negative

  • None.
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*
GOMEZ SADES TABATA LORENA

(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 Tabata L. Gomez Sades 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.

FAQ

What insider transaction did Helen of Troy (HELE) report for Tabata Lorena Gomez Sades?

Helen of Troy reported that director Tabata Lorena Gomez Sades received an award of 1,429 common shares as restricted stock. The stock vested immediately and increased her directly owned holdings to 7,765 common shares in the company.

How many Helen of Troy (HELE) shares did Tabata Lorena Gomez Sades acquire in this Form 4?

The Form 4 shows that Tabata Lorena Gomez Sades acquired 1,429 common shares of Helen of Troy. These were granted as restricted stock that vested immediately, bringing her total direct ownership to 7,765 common shares after the transaction.

Was the Helen of Troy (HELE) stock grant to Tabata Lorena Gomez Sades a purchase or an award?

The transaction was an award, not an open-market purchase. It is coded as a grant or other acquisition of restricted stock, with a reported price of $0.00 per share, and the shares vested immediately upon grant to the director.

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

The tax-offset right entitles Tabata Lorena Gomez Sades to receive a cash amount when the restricted stock vests. This cash is intended to help cover certain tax liabilities that arise in connection with the vesting event of the awarded Helen of Troy shares.

How many Helen of Troy (HELE) shares does Tabata Lorena Gomez Sades own after the restricted stock grant?

After the restricted stock grant of 1,429 common shares, Tabata Lorena Gomez Sades directly owns 7,765 Helen of Troy shares. The filing classifies her ownership as direct, reflecting her updated holdings following the equity award’s immediate vesting.

What type of security did Helen of Troy (HELE) grant to Tabata Lorena Gomez Sades?

Helen of Troy granted common shares with a par value of $0.10 per share to Tabata Lorena Gomez Sades. These shares were issued as restricted stock, vesting immediately, and are reported as non-derivative securities in the insider Form 4 filing.
Helen Of Troy Ltd

NASDAQ:HELE

HELE Rankings

HELE Latest News

HELE Latest SEC Filings

HELE Stock Data

390.61M
22.70M
Household & Personal Products
Electric Housewares & Fans
Link
United States
HAMILTON