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 (HELE) Chief Financial Officer Brian Grass reported a sale of 322 common shares on 10/06/2025 at a price of $26.44 per share. The filing states these shares were withheld to satisfy estimated tax withholding tied to the vesting of previously granted restricted stock awards that vested on 10/04/2025. After the withholding, Mr. Grass beneficially owned 135,610 shares directly. The original grant was disclosed in a Form 4 filed on 10/10/2023. The Form 4 is signed by an attorney-in-fact on behalf of Mr. Grass on 10/08/2025.
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.