Welcome to our dedicated page for HELEN OF TROY SEC filings (Ticker: HELE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Helen of Troy Limited filings document formal disclosures for a Bermuda consumer products company with branded home, outdoor, beauty and wellness categories. Form 8-K reports furnish quarterly and fiscal-year operating results, including discussion of net sales, margins, tariffs, freight, promotional expense, inventory effects and brand-category demand.
The company's filings also record capital-structure and governance matters, including amendments to its revolving credit facility, financial covenant terms, board and executive officer changes, the 2025 Stock Incentive Plan and annual shareholder voting results. These records connect Helen of Troy's brand portfolio and operating performance with its debt arrangements, compensation plans and public-company governance.
Uzzell George Scott reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD Chief Executive Officer George Scott Uzzell reported an award of 109,289 common shares on March 6, 2026. The shares were granted at no purchase price as a restricted stock award and increased his directly owned holdings to 240,761 common shares.
Helen of Troy Ltd Chief Financial Officer Brian Grass had common shares withheld to cover taxes on a stock award vesting. On the vesting of restricted stock awards on March 4, 2026, 2,949 common shares were disposed of at a price of $16.84 per share to satisfy estimated tax liabilities, as a tax-withholding disposition. Following this transaction, Grass directly owns 131,373 common shares of Helen of Troy.
HELEN OF TROY LTD Chief Financial Officer Brian Grass reported a routine tax-withholding disposition of common shares. On March 2, 2026, 1,288 common shares were withheld at an effective price of $17.64 per share to cover estimated taxes tied to restricted stock vesting on March 1, 2026. After this withholding event, Grass directly owned 134,322 common shares.
Helen of Troy Ltd director Elena Otero received an equity award in the form of restricted stock. She acquired 1,429 common shares at a stated price of $0.00 per share as a grant, not an open‑market purchase. The award vested immediately and is paired with a tax-offset right that provides cash to cover certain tax liabilities triggered by the vesting event. After this grant, Otero directly holds a total of 7,765 common shares of Helen of Troy Ltd.
Meeker Timothy F reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Timothy F. Meeker received a grant of 1,429 common shares on March 2, 2026. The award was structured as restricted stock that vested immediately. After this grant, his direct holdings increased to 13,440 common shares.
The grant includes a tax-offset right that provides a cash payment when the restricted stock vests. This cash amount is intended to cover certain tax liabilities triggered by the vesting event, so the director does not have to sell shares just to pay those taxes.
GOMEZ SADES TABATA LORENA reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Tabata Lorena Gomez Sades received an equity award in the form of company stock. She was granted 1,429 common shares of Helen of Troy, recorded at a price of $0.00 per share, as restricted stock that vested immediately.
According to the filing, the grant includes a tax-offset right that provides a cash amount to cover certain tax liabilities when the restricted stock vests. Following this award, her directly owned holdings increased to a total of 7,765 common shares.
CASE THURMAN K reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Thurman K. Case received a grant of 1,429 common shares on March 2, 2026 as a restricted stock award. The award was priced at $0.00 per share, indicating it was a compensation grant rather than an open-market purchase. The restricted stock vested immediately and includes a tax-offset right that provides cash to cover certain tax liabilities arising from the vesting event. Following this grant, Case directly owns a total of 10,725 common shares.
CARSON VINCENT D reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Vincent D. Carson received a grant of 1,429 common shares as restricted stock that vested immediately at no stated price per share. Following this award, he directly holds 19,844 common shares. The grant includes a tax-offset right to help cover related tax liabilities in cash.
Berry Krista reported acquisition or exercise transactions in this Form 4 filing.
HELEN OF TROY LTD director Krista Berry received an equity award in the form of company stock. On the reported date, she was granted 1,429 common shares at a price of $0.00 per share as a restricted stock award. According to the footnote, the restricted stock vested immediately and is paired with a tax-offset right that provides cash to cover certain tax liabilities triggered by the vesting. After this grant, Berry directly holds a total of 10,547 common shares.
Woody Darren G reported acquisition or exercise transactions in this Form 4 filing.
Helen of Troy Ltd director Darren G. Woody received an equity grant of 1,429 common shares as restricted stock on March 2, 2026. The award was granted at no cash cost per share and vested immediately. Following this grant, his directly held common shares increased to 14,140. The filing also notes an additional 10 common shares held indirectly through his spouse. The restricted stock is accompanied by a tax-offset right that provides a cash amount to cover certain tax liabilities arising from the vesting event.