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

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

Rhea-AI Filing Summary

CARSON VINCENT D reported acquisition or exercise transactions in this Form 4 filing.

HELEN OF TROY LTD director Vincent D. Carson reported an equity compensation grant of 919 common shares. The shares were granted at no purchase price as restricted stock that vested immediately. The award includes a tax-offset right that provides a cash amount to cover certain tax liabilities triggered by the vesting event.

Following this grant, Carson directly holds 20,763 common shares. Because this is a restricted stock award and not an open-market purchase, it reflects stock-based compensation rather than a discretionary buy in the market.

Positive

  • None.

Negative

  • None.
Insider CARSON VINCENT D
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 — 20,763 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Restricted stock grant 919 shares Common Shares granted as compensation
Grant price $0.0000 per share Indicates no cash paid by insider
Shares held after grant 20,763 shares Direct holdings following the award
Transaction date 2026-06-01 Date of restricted stock grant
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"
Common Shares, Par value $0.10 per share financial
"Common Shares, Par value $0.10 per share"
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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*
CARSON VINCENT D
(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)
XDirector10% 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)
XForm 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)
CodeVAmount(A) or (D)Price
Common Shares, Par value $0.10 per share06/01/2026A919A$0(1)20,763D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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:
W. Crews Lott as Attorney-In-Fact for Vincent D. Carson06/02/2026
** Signature of Reporting PersonDate
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) director Vincent D. Carson report?

Vincent D. Carson reported receiving 919 common shares of HELEN OF TROY as a restricted stock grant. The shares were awarded at no purchase price to him and are treated as stock-based compensation rather than an open-market transaction.

How many HELEN OF TROY (HELE) shares does Vincent D. Carson hold after this Form 4?

After the reported grant, Vincent D. Carson directly holds 20,763 common shares of HELEN OF TROY. This figure reflects his position following the 919-share restricted stock award disclosed in the Form 4 filing with the SEC.

Was cash paid for the 919 HELEN OF TROY (HELE) shares granted to Vincent D. Carson?

No cash was paid for the 919 shares; the Form 4 shows a price per share of $0.0000. The transaction is described as a grant or award of restricted stock, indicating stock-based compensation instead of a market purchase.

What does the tax-offset right in Vincent D. Carson’s HELEN OF TROY (HELE) grant mean?

The tax-offset right entitles Vincent D. Carson to receive a cash amount when the restricted stock vests. This cash is intended to help pay certain tax liabilities incurred due to the vesting of the 919 restricted shares he received.

Did the restricted stock granted to HELEN OF TROY (HELE) director Vincent D. Carson vest immediately?

Yes. The footnote states the grant is restricted stock that vested immediately. Because vesting occurred right away, Carson gained the shares outright at the grant time, alongside the related tax-offset right described in the filing.