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Helen of Troy director granted 860 restricted shares

A Helen of Troy director received an immediately vested restricted stock grant of 860 common shares.

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

Rhea-AI Filing Summary

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

HELEN OF TROY LTD (HELE) reported that director Marlo Michelle Cormier Platz received a grant of 860 common shares of restricted stock on September 1, 2026. The award vested immediately and brought her directly held position to 860 shares. No Rule 10b5-1 trading plan is reported for this grant.

Positive

  • None.

Negative

  • None.
Insider Platz Marlo Michelle Cormier
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 — 860 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.
Restricted stock granted 860 shares Grant of common shares to director on September 1, 2026
Transaction price per share $0.00 per share Reported price for the restricted stock grant
Shares held after transaction 860 shares Director’s directly held common shares following the grant
restricted stock financial
"Grant of restricted stock, which vested immediately and is accompanied"
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"
cash amount financial
"entitles the reporting person to receive, upon vesting, a cash amount"

FAQ

What insider transaction did HELEN OF TROY LTD (HELE) report for Marlo Michelle Cormier Platz?
The company reported that director Marlo Michelle Cormier Platz received a grant of 860 common shares of restricted stock on September 1, 2026, classified as a grant, award, or other acquisition.

At what price were the 860 HELEN OF TROY (HELE) shares granted to the director?
The 860 common shares were reported at a transaction price of $0.00 per share, reflecting a restricted stock grant rather than an open-market purchase.

How many HELEN OF TROY (HELE) shares does the director hold after this Form 4 transaction?
Following the reported grant, Marlo Michelle Cormier Platz directly holds 860 common shares of HELEN OF TROY LTD.

Did the restricted stock grant to the HELEN OF TROY (HELE) director vest immediately?
Yes. The footnote states that the award is a grant of restricted stock, which vested immediately, and is accompanied by a related tax-offset right.

Was the HELEN OF TROY (HELE) insider grant made under a Rule 10b5-1 trading plan?
No. The filing explicitly indicates that no Rule 10b5-1 plan is affirmed for this transaction.

What is the tax-offset feature mentioned in the HELEN OF TROY (HELE) director’s grant?
The grant is accompanied by a tax-offset right, entitling the director to receive a cash amount upon vesting to pay certain tax liabilities incurred in connection with the event.

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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*
Platz Marlo Michelle Cormier
(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)
09/01/2026		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 share09/01/2026A860A$0(1)860D
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 Marlo M. Cormier09/02/2026
** 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