[Form 4] Helen Of Troy Ltd Insider Trading Activity

Rhea-AI Filing Summary

Helen of Troy (HELE) director Vincent D. Carson reported a grant of 992 restricted common shares that vested immediately on 09/02/2025. The filing shows the shares carry a tax-offset right, which entitles the reporting person to receive a cash amount to pay certain tax liabilities upon vesting. After the transaction, Mr. Carson beneficially owns 17,162 shares. The Form 4 was filed individually and signed by an attorney-in-fact on 09/03/2025. No derivative transactions or prices were reported.

Positive

• Reported increase in insider ownership: Beneficial ownership rose to 17,162 shares following the vesting of 992 restricted shares.
• Clear disclosure of compensation terms: Filing states the grant included a tax-offset right to cover tax liabilities upon vesting.

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine director equity vesting increased insider ownership modestly; no cash exercise or option activity reported.

The report documents an immediate vesting of 992 restricted shares, increasing reported beneficial ownership to 17,162 shares. The grant includes a tax-offset right providing a cash payment to cover tax liabilities on vesting, which is customary in some equity compensation arrangements and does not indicate additional cash outlay by the reporting person to acquire shares. There are no cash purchase prices, option exercises, or derivative positions disclosed, limiting market-impact implications.

Corporate Governance Expert

TL;DR: Disclosure reflects standard executive/director compensation mechanics; materiality to shareholders appears limited.

The Form 4 shows a director-level recipient and specifies the presence of a tax-offset right accompanying restricted stock that vested immediately. This is a governance disclosure of compensation realization rather than a corporate action affecting control or capital structure. The filing was made individually and signed by counsel as attorney-in-fact, aligning with standard SEC reporting practice for insider transactions.

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
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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 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)
09/02/2025

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	09/02/2025		A		992	A	$0(1)	17,162	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:

	Tessa N. Judge as Attorney-in-Fact for Vincent D. Carson	09/03/2025
	** 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 transaction did Helen of Troy (HELE) director Vincent D. Carson report on Form 4?

The Form 4 reports a grant of 992 restricted common shares that vested immediately on 09/02/2025.

How many HELE shares does Vincent D. Carson beneficially own after the transaction?

The filing shows Mr. Carson beneficially owns 17,162 shares following the reported transaction.

Was there a cash purchase price or option exercise reported for the HELE shares?

No cash purchase price or option exercise was reported; the transaction code is A for an acquisition with price listed as $0.

What is the tax-offset right mentioned in the Form 4?

The filing explains the restricted stock grant included a tax-offset right entitling the reporting person to receive a cash amount to pay certain tax liabilities upon vesting.

When was the Form 4 signed and filed?

The Form 4 was signed by an attorney-in-fact on 09/03/2025 and reports the transaction date as 09/02/2025.