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 (NASDAQ: HELE) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations, strategy, and risks as a global consumer products company. These SEC filings cover its Home & Outdoor and Beauty & Wellness segments and its portfolio of brands, which includes OXO, Hydro Flask, Osprey, Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon, and Olive & June.
On this page, investors can review annual reports on Form 10‑K and quarterly reports on Form 10‑Q, which present consolidated and segment‑level financial statements, management’s discussion and analysis, and detailed risk factors. These filings explain how factors such as tariffs, retailer behavior, competition, and international market conditions affect Helen of Troy’s reported net sales, margins, and cash flows, and they reconcile GAAP results to non‑GAAP measures like adjusted operating income, adjusted diluted EPS, and adjusted EBITDA.
Current reports on Form 8‑K document material events, including amendments to the company’s credit agreement, executive and director appointments or departures, quarterly earnings releases furnished under Item 2.02, and shareholder meeting results. For example, recent 8‑Ks describe a first amendment to the company’s revolving credit facility that adjusts the commitment size, leverage‑based pricing, and financial covenants, as well as the approval of the Helen of Troy Limited 2025 Stock Incentive Plan and the appointment of a new Chief Executive Officer.
The company’s proxy statements on Schedule 14A provide additional detail on governance, director elections, executive compensation, stock incentive plans, and shareholder voting outcomes. These documents outline the Elevate for Growth Strategy, Project Pegasus restructuring efforts, stock ownership guidelines, and the structure of cash and equity incentives for senior leaders.
Stock Titan enhances access to these filings with AI‑powered summaries that highlight key points from lengthy 10‑K, 10‑Q, and 8‑K documents, helping readers quickly understand changes in leverage covenants, impairment charges, segment performance, and compensation arrangements. Real‑time updates from EDGAR ensure that new Helen of Troy filings, including any Form 4 insider transaction reports or future registration statements, appear promptly, while AI‑generated overviews make complex regulatory language easier to interpret.
Krista Berry, a director of Helen Of Troy Ltd (HELE), acquired 992 restricted common shares on 09/02/2025 that vested immediately. The grant included a tax-offset right that entitles Ms. Berry to receive a cash amount to cover certain tax liabilities related to the vesting. The transaction price is reported as $0, and after the acquisition Ms. Berry beneficially owned 7,865 common shares. The Form 4 lists the filing as by one reporting person and includes Exhibit 24 (Power of Attorney) as an attachment.
Elena Otero, a director of Helen Of Troy Ltd (HELE), reported a transaction dated 09/02/2025 in which 992 restricted common shares vested immediately and were treated as an acquisition at a $0 price due to grant/vesting mechanics. Following this transaction she beneficially owns 5,083 common shares. The filing notes the vested restricted stock is accompanied by a tax-offset right that provides a cash amount to cover certain tax liabilities arising on vesting. The Form 4 was signed by an attorney-in-fact on 09/03/2025.
Tabata L. Gomez Sades, a director of Helen Of Troy Ltd (HELE), reported a change in beneficial ownership on a Form 4. On 09/02/2025 she was granted 992 common shares as restricted stock that vested immediately; the grant includes a tax-offset right to receive cash to pay related tax liabilities. The reporting shows a reported price of $0 for the award and indicates 5,083 common shares beneficially owned following the transaction. The Form 4 was signed by an attorney-in-fact on 09/03/2025. The filing is a routine disclosure of an insider equity award that became immediately vested.
Timothy F. Meeker, a director of Helen Of Troy Ltd (HELE), was granted 992 restricted common shares that vested immediately on 09/02/2025. The grant is accompanied by a tax-offset right that entitles the reporting person to receive a cash amount to pay certain tax liabilities arising from the vesting. After the transaction, Meeker beneficially owns 10,758 common shares. The Form 4 was signed by an attorney-in-fact on 09/03/2025 and lists Exhibit 24 (Power of Attorney).
Helen of Troy director Thurman K. Case received a grant of 992 restricted common shares that vested immediately on 09/02/2025. The award is accompanied by a tax-offset right that entitles the reporting person to receive a cash amount to cover certain tax liabilities arising from vesting. The reported transaction shows a $0 per-share price for the grant and leaves the reporting person with 8,043 beneficially owned shares after the transaction.
Darren G. Woody, a director of Helen Of Troy Ltd (HELE), reported a transaction on 09/02/2025. He was granted 992 restricted common shares that vested immediately and carry a tax-offset right entitling him to receive cash to cover certain tax liabilities. The reported price per share is $0. Following the transaction, Mr. Woody beneficially owned 11,458 common shares. The filing also discloses indirect ownership by a spouse for a separate small holding. The Form 4 was signed by an attorney-in-fact on 09/03/2025 and lists an Exhibit 24 power of attorney.
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.
Insider transaction by Helen of Troy director Beryl Raff: The filing shows a single transaction on 09/02/2025 in which Mr. Raff was granted 992 common shares as restricted stock that vested immediately. The restricted shares carry a tax-offset right that entitles the reporting person to receive a cash payment to cover certain tax liabilities arising from vesting. The reported price is $0, indicating these were compensation shares rather than an open-market purchase.
Following the transaction, the reporting person beneficially owns 10,178 shares. The Form 4 was signed by an attorney-in-fact on 09/03/2025. No derivative transactions or other material changes are disclosed in this filing.
George Scott Uzzell, Chief Executive Officer of Helen of Troy Ltd (HELE), reported two non-derivative grants on 09/02/2025. A performance-based restricted stock award of 91,019 shares was granted that vests based on a three-year performance period beginning September 1, 2025 and ending August 31, 2028. A separate time-vested restricted stock award of 40,453 shares was granted and will vest in three equal installments on September 2 of 2026, 2027 and 2028. Following these grants, the filing shows 131,472 shares beneficially owned by the reporting person. The Form 4 was signed by an attorney-in-fact on 09/03/2025.
George Scott Uzzell is reported as an officer (Chief Executive Officer) of Helen Of Troy Ltd (HELE) with an event date of