Helen of Troy CFO has 496 shares withheld for tax

The awards vested on October 4, 2026, and their grant had previously been reported as beneficially owned in October 2023.

Rhea-AI Filing Summary

Helen of Troy Ltd (HELE) Chief Financial Officer Brian Grass had 496 common shares withheld on October 5, 2026, at $25.64 per share to satisfy estimated tax liability on restricted stock awards that vested October 4, 2026. His reported position after the transaction was 172,125 common shares held directly. The grant of the restricted stock awards had previously been reported as beneficially owned in Brian Grass’s October 10, 2023 Form 4.

Insider Trade Summary

Tax Withholding: 496 shares

Tax Withholding 1 txn

Insider Grass Brian

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Shares, Par value $0.10 per share F1, F2	496	$25.64	$13K

Holdings After Transaction: Common Shares, Par value $0.10 per share — 172,125.447 shares (Direct)

Footnotes (2)

1. F1. This transaction reflects the withholding of common shares as satisfaction of estimated tax liability on the vesting of restricted stock awards that occurred on October 4, 2026. The grant of the restricted stock awards was previously reported as beneficially owned in Mr. Grass's October 10, 2023 Form 4.
2. F2. Includes 1,385.447 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person.

Key Figures

Shares withheld: 496 shares Price per share: $25.64 per share Direct holdings after transaction: 172,125 shares

3 metrics

Shares withheld 496 shares October 5, 2026, for estimated tax liability

Price per share $25.64 per share October 5, 2026 withholding

Direct holdings after transaction 172,125 shares Following the October 5, 2026 transaction

Key Terms

restricted stock awards, estimated tax liability, Employee Stock Purchase Plan, beneficially owned

4 terms

restricted stock awards financial

"vesting of restricted stock awards"

Restricted stock awards are company shares given to employees or executives that cannot be sold or transferred until certain conditions — like staying with the company for a set time or meeting performance targets — are met, like a gift that is locked in a safe until rules are satisfied. Investors care because these awards tie management’s pay to company performance, can increase the number of shares outstanding when they become tradable (dilution), and may signal expected future selling pressure or commitment to long-term growth.

estimated tax liability financial

"as satisfaction of estimated tax liability"

Employee Stock Purchase Plan financial

"Helen of Troy Limited 2018 Employee Stock Purchase Plan"

An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.

beneficially owned financial

"previously reported as beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

FAQ

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

How many HELE shares did Brian Grass have withheld, and at what price?

Brian Grass had 496 common shares withheld at $25.64 per share on October 5, 2026. The withholding satisfied estimated tax liability on the vesting of restricted stock awards.

When did Brian Grass’s HELE restricted stock awards vest?

The restricted stock awards vested on October 4, 2026. Their grant had previously been reported as beneficially owned in Brian Grass’s October 10, 2023 Form 4.

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

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Available on EDGAR 10/07/2026 - 04:59 PM Accepted by SEC EDGAR 10/07/2026 - 04:59 PM 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^*

Grass Brian

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/05/2026

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)
			Code	V	Amount	(A) or (D)	Price
Common Shares, Par value $0.10 per share	10/05/2026		F(1)		496	D	$25.64	172,125.447(2)	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. This transaction reflects the withholding of common shares as satisfaction of estimated tax liability on the vesting of restricted stock awards that occurred on October 4, 2026. The grant of the restricted stock awards was previously reported as beneficially owned in Mr. Grass's October 10, 2023 Form 4.

2. Includes 1,385.447 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person.

Remarks:

	W. Crews Lott as Attorney-In-Fact for Brian Grass	10/07/2026
	** 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)