[SCHEDULE 13G] HELEN OF TROY LTD Passive Investment Disclosure (>5%)
Rhea-AI Filing Summary
Helen of Troy Ltd: Vanguard Capital Management reports beneficial ownership of 1,163,788 shares (5.04%) of Common Stock. The filing states Vanguard has sole dispositive power over 1,163,788 shares and sole voting power over 156,924 shares. The disclosure notes holdings include securities held by Vanguard funds and affiliated business divisions.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 1,163,788 shares
Percent of class: 5.04%
Sole voting power: 156,924 shares
+2 more
5 metrics
Beneficially owned shares
1,163,788 shares
Schedule 13G beneficial ownership
Percent of class
5.04%
Percent of common stock reported
Sole voting power
156,924 shares
Sole power to vote or to direct the vote
Sole dispositive power
1,163,788 shares
Sole power to dispose or direct disposition
Filing signature date
04/30/2026
Signed by Ashley Grim
Key Terms
Schedule 13G, Beneficially owned, Sole dispositive power, Dispositive power
4 terms
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Helen of Troy Ltd"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Item 4. (a) Amount beneficially owned: 1163788"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"(iii) Sole power to dispose or to direct the disposition of: 1163788"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Dispositive power financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
AI-generated analysis. How Rhea-AI works. Not financial advice.