Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELEN OF TROY LTDHELE · Entity 908 | Director | June 01, 2017 | June 02, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HELEN OF TROY LTD
Report date June 01, 2017 · Filed June 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 7,631 |
Reported balance
After 2017-06-01 transaction · row 1
1 source rowRow 1 · 2017-06-01 · Grant · Acquired 188 · Balance 7,631 F1: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. |
| Common share tax-offset rightSEC Table II · derivative / convertible security · Expires 2017-06-01 | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-06-01 · Grant · Acquired 0 · Balance 0 F2: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. |
| Common share tax-offset rightSEC Table II · derivative / convertible security · Expires 2017-06-01 | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-01 · Other · Disposed 0 · Balance 0 F2: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right.
F2: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 2, 2017 23:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008479 · edgar.xml · derivative · entry 3 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-06-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 23:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008479 · edgar.xml · derivative · entry 2 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-06-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 23:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-008479 · edgar.xml · nonDerivative · entry 1 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,631 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2 · price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 01:17 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003732 · edgar.xml · derivative · entry 3 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-03-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 01:17 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003732 · edgar.xml · derivative · entry 2 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-03-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 01:17 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003732 · edgar.xml · nonDerivative · entry 1 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,443 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2 · price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:30 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032404 · edgar.xml · derivative · entry 3 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2016-12-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:30 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032404 · edgar.xml · derivative · entry 2 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2016-12-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:30 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 208 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-032404 · edgar.xml · nonDerivative · entry 1 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,265 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2 · price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 22:06 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029346 · edgar.xml · derivative · entry 3 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2016-09-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 22:06 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029346 · edgar.xml · derivative · entry 2 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2016-09-01 F2 · derivative.exercise_price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. F2 · derivative.underlying_shares: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 22:06 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-029346 · edgar.xml · nonDerivative · entry 1 BUTTERWORTH JOHN B · CIK 0001223860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,057 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2 · price: The accompanying tax-offset right entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.