Helen of Troy awards director 860 restricted shares

Director Elena Otero received an immediately vested restricted stock award, modestly increasing her direct HELE share holdings.

Rhea-AI Filing Summary

HELEN OF TROY LTD (symbol: HELE) is the issuer of record for a Form 4 filing submitted to the SEC. Otero Elena reported acquisition or exercise transactions in this Form 4 filing.

HELEN OF TROY LTD (HELE) reported that director Elena Otero received a grant of 860 common shares on September 1, 2026 as a restricted stock award. The shares vested immediately and increased her direct holdings to 9,544 common shares. The award carries a cash tax-offset right related to associated tax liabilities.

Insider Trade Summary

Grant/Award: 860 shares

Grant/Award 1 txn

Insider Otero Elena

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Shares, Par value $0.10 per share F1	860	$0.00	$0.00

Holdings After Transaction: Common Shares, Par value $0.10 per share — 9,544 shares (Direct)

Footnotes (1)

1. F1. 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.

Key Figures

Restricted stock granted: 860 shares Grant price per share: $0.00 per share Shares owned after transaction: 9,544 shares

3 metrics

Restricted stock granted 860 shares Grant of common shares to director Elena Otero on September 1, 2026

Grant price per share $0.00 per share Reported price for the 860-share restricted stock grant

Shares owned after transaction 9,544 shares Total common shares directly held by Elena Otero after the grant

Key Terms

restricted stock, tax-offset right, Common Shares

3 terms

restricted stock financial

"Grant of restricted stock, which vested immediately"

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"

Common Shares financial

"Common Shares, Par value $0.10 per share"

Common shares are the basic units of ownership in a company that give holders a claim on profits and a right to vote on key matters, like electing the board. Think of them as membership cards in a club: they let you share in successes and losses, but in a bankruptcy or liquidation they are paid after creditors and preferred shareholders, so their value can swing more and matters for assessing risk and potential return.

FAQ

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

What insider transaction did HELE report for director Elena Otero?

HELEN OF TROY LTD reported that director Elena Otero received a grant of 860 common shares of restricted stock on September 1, 2026, which vested immediately and increased her direct ownership stake in the company.

How many HELE shares does Elena Otero hold after this Form 4 transaction?

After the reported transaction, director Elena Otero directly holds 9,544 common shares of HELEN OF TROY LTD. This reflects the addition of 860 restricted shares that vested immediately as part of the award.

Was the HELE restricted stock granted to Elena Otero purchased on the market?

No. The 860 HELE common shares were received as a grant of restricted stock with a reported price of $0.00 per share, indicating a compensation-related award rather than an open-market purchase.

Does the HELE restricted stock grant to Elena Otero include any tax-related features?

Yes. The filing states the restricted stock grant is accompanied by a tax-offset right that entitles Elena Otero to receive a cash amount upon vesting to pay certain tax liabilities incurred in connection with the event.

Was Elena Otero’s HELE stock grant made under a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not selected, and there is no indication in the footnotes that the 860-share restricted stock grant to Elena Otero was made under a Rule 10b5-1 trading plan.

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

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Available on EDGAR 09/02/2026 - 05:41 PM EDT Accepted by SEC EDGAR 09/02/2026 - 05:41 PM EDT 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^*

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)
09/01/2026

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)
			Code	V	Amount	(A) or (D)	Price
Common Shares, Par value $0.10 per share	09/01/2026		A		860	A	$0(1)	9,544	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:

	W. Crews Lott as Attorney-In-Fact for Elena Otero	09/02/2026
	** 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)