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.
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 09/01/2025. The Form 3 shows no securities beneficially owned by the reporting person at the time of the statement. The filing is signed by an attorney‑in‑fact, indicating the submission of an initial ownership disclosure for the company’s CEO.
Helen Of Troy Ltd filed a post-effective S-8 registration statement that incorporates by reference its Annual Report for the fiscal year ended February 28, 2025, its Quarterly Report for the period ended May 31, 2025, Current Reports filed on May 6, 2025, August 14, 2025 and August 21, 2025, and the description of its common stock in its Form 8-A (File No. 001-13687). The filing clarifies that certain furnished (but not filed) Current Report items will not be incorporated. It notes indemnification protections under Section 98 of the Companies Act 1981 of Bermuda and states several items as "Not applicable."
The registration statement incorporates by reference specified periodic reports filed with the Commission, including the Annual Report for the year ended February 28, 2025, Quarterly Report for the period ended May 31, 2025, and Current Reports filed May 6, 2025, August 14, 2025, and August 21, 2025. It also incorporates the description of the companys common stock from Form 8-A and related amendments. The company disclaims incorporation of certain furnished Current Report items and explains that later-filed documents will modify prior statements. Bye-law provisions and indemnity agreements provide maximum indemnification for officers and directors, and the company maintains directors and officers liability insurance. Item 7 is not applicable.
Helen of Troy Limited reported the results of its annual shareholder meeting held on August 20, 2025. Shareholders approved the new 2025 Stock Incentive Plan, which will govern future equity-based compensation for eligible participants. They also cast an advisory vote in favor of the compensation of the company’s named executive officers.
All eight director nominees, including Timothy F. Meeker and the other listed candidates, were elected to serve until the next annual general meeting, each receiving substantial support based on the reported vote totals. Shareholders additionally ratified the appointment of Grant Thornton LLP as auditor and independent registered public accounting firm and authorized the Audit Committee to set the auditor’s remuneration.
Helen of Troy Limited appointed Scott Uzzell as its new Chief Executive Officer, effective September 1, 2025. He brings over 30 years of consumer products leadership experience from roles at Nike, Converse, The Coca-Cola Company and other organizations, and will also receive an indemnification agreement similar to other executive officers.
Under his employment agreement, Mr. Uzzell will receive a $1,100,000 annual base salary and be eligible for an annual cash bonus for fiscal 2026 targeted at 125% of base salary, up to a maximum of 200%, based on performance under the company’s incentive plan. Beginning with the fiscal year starting March 1, 2026, he will be eligible for long-term equity incentives with a targeted annual grant value up to $4,500,000, split between time-vested and performance-based restricted stock awards.
As a sign-on package, he will receive a $500,000 cash award, subject to pro rata repayment if he leaves within 12 months for certain reasons, and restricted stock awards valued at $3,250,000, including $1,000,000 in time-vested and $2,250,000 in performance-based shares tied to a three-year share price growth goal. The agreement also details severance and equity vesting protections if he is terminated under specified conditions, including enhanced benefits in connection with a change of control. Interim CEO Brian Grass will return to his Chief Financial Officer role when Mr. Uzzell starts, and interim CFO Tracy Scheuerman will move to an advisory position until November 2, 2025.