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.
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.
Helen of Troy Ltd director Beryl Raff received a new stock award. On the reported date, she acquired 1,429 common shares as a grant of restricted stock at no purchase price. After this award, she directly holds a total of 12,860 common shares.
The restricted stock vested immediately and is paired with a tax-offset right. This right provides a cash amount upon vesting to cover certain tax liabilities arising from the grant, allowing the director to meet tax obligations without selling the awarded shares.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 1,526,957 shares of Helen of Troy Ltd common stock, representing 6.63% of the outstanding class. Vanguard has shared voting power over 232,166 shares and shared dispositive power over all 1,526,957 shares, with no sole voting or dispositive authority.
Vanguard explains that an internal realignment on January 12, 2026 shifted portfolio management and proxy voting away from The Vanguard Group, Inc., and it anticipates certain subsidiaries or business divisions will report ownership separately. The filing states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Helen of Troy.
BlackRock, Inc. reports beneficial ownership of 1,607,055 common shares of Helen of Troy Limited, representing 7.0% of the company’s common stock. BlackRock has sole voting power over 1,567,065 shares and sole dispositive power over 1,607,055 shares, with no shared voting or dispositive power. The filing notes that various persons have rights to receive dividends or sale proceeds from these shares, but no single person has more than five percent of the total outstanding common shares. BlackRock states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Helen of Troy.
BlackRock, Inc. reports beneficial ownership of 1,607,055 common shares of Helen of Troy Limited, representing 7.0% of the company’s common stock. BlackRock has sole voting power over 1,567,065 shares and sole dispositive power over 1,607,055 shares, with no shared voting or dispositive power. The filing notes that various persons have rights to receive dividends or sale proceeds from these shares, but no single person has more than five percent of the total outstanding common shares. BlackRock states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Helen of Troy.