Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELEN OF TROY LTDHELE · Entity 908 | Director | June 01, 2026 | June 02, 2026 |
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, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 20,763 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 919 · Balance 20,763 F1: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which 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 which 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 |
|---|---|---|---|---|---|---|
| March 02, 2020 Filed Mar 5, 2020 23:59 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 293 | $164.60 | $48,227.80 |
DisclosureSEC source: 0001223872-20-000006 · wf-form4_158345272361717.xml · nonDerivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,601 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 23:59 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 284 | $164.60 | $46,746.40 |
DisclosureSEC source: 0001223872-20-000006 · wf-form4_158345272361717.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,894 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 16:38 UTC | HELEN OF TROY LTD HELE · Entity 908 | GiftCommon Stock, Par Value $0.10 per share | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0001223872-20-000002 · wf-form4_157979747783240.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,045 F1 · security: This transaction represents a gift / charitable donation effective January 21, 2020. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 23:24 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001223872-19-000003 · wf-form4_157567465002803.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,453 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 03, 2019 Filed Sep 5, 2019 19:04 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-19-000066 · wf-form4_156771027185599.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,312 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 |
| July 12, 2019 Filed Jul 16, 2019 22:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Shares, Par value $0.10 per share · Derivative | 1,500 | $0.00 Strike: $64.19 | $0.00 |
DisclosureSEC source: 0000916789-19-000050 · wf-form4_156331608899010.xml · derivative · entry 7 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, Par value $0.10 per share · 1,500 shares Expires 2024-05-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Employee Stock Option. Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 22:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,500 | $144.96 | $217,440.00 |
DisclosureSEC source: 0000916789-19-000050 · wf-form4_156331608899010.xml · nonDerivative · entry 6 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,199 Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 22:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 1,500 | $64.19 | $96,285.00 |
DisclosureSEC source: 0000916789-19-000050 · wf-form4_156331608899010.xml · nonDerivative · entry 5 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,699 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 22:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 2,810 | $147.29 | $413,884.90 |
DisclosureSEC source: 0000916789-19-000050 · wf-form4_156331608899010.xml · nonDerivative · entry 4 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,199 F5 · price: This transaction was executed in multiple trades at prices ranging from $146.90 to $147.71. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Helen of Troy Limited or a security holder of Helen of Troy Limited full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 22:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 4,800 | $146.40 | $702,720.00 |
DisclosureSEC source: 0000916789-19-000050 · wf-form4_156331608899010.xml · nonDerivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,009 F4 · price: This transaction was executed in multiple trades at prices ranging from $145.90 to $146.89. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Helen of Troy Limited or a security holder of Helen of Troy Limited full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 22:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 3,597 | $145.49 | $523,327.53 |
DisclosureSEC source: 0000916789-19-000050 · wf-form4_156331608899010.xml · nonDerivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,809 F3 · price: This transaction was executed in multiple trades at prices ranging from $144.89 to $145.88. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Helen of Troy Limited or a security holder of Helen of Troy Limited full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| July 12, 2019 Filed Jul 16, 2019 22:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 708 | $144.51 | $102,313.08 |
DisclosureSEC source: 0000916789-19-000050 · wf-form4_156331608899010.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,406 F1 · price: This transaction was executed in multiple trades at prices ranging from $143.84 to $144.83. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Helen of Troy Limited or a security holder of Helen of Troy Limited full information regarding the number of shares sold at each separate price within the range. F2 · balance_after: Shares adjusted to reflect previous mathematical error. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 19:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon Shares, Par value $0.10 per share · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-19-000030 · wf-form4_155976425160383.xml · derivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, Par value $0.10 per share · 0 shares Expires 2019-06-03 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 03, 2019 Filed Jun 5, 2019 19:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-19-000030 · wf-form4_155976425160383.xml · derivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares, Par value $0.10 per share · 0 shares Expires 2019-06-03 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. F2 · balance_after: 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 03, 2019 Filed Jun 5, 2019 19:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-19-000030 · wf-form4_155976425160383.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,064 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 |
| May 15, 2019 Filed May 17, 2019 22:01 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 656 | $136.82 | $89,753.92 |
DisclosureSEC source: 0001179110-19-006333 · edgar.xml · nonDerivative · entry 6 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,933 Read SEC document |
| May 15, 2019 Filed May 17, 2019 22:01 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, par value $0.10 per share | 1,563 | $136.82 | $213,849.66 |
DisclosureSEC source: 0001179110-19-006333 · edgar.xml · nonDerivative · entry 5 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,589 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2019 Filed May 17, 2019 22:01 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 1,641 | $136.82 | $224,521.62 |
DisclosureSEC source: 0001179110-19-006333 · edgar.xml · nonDerivative · entry 4 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,026 Read SEC document |
| May 15, 2019 Filed May 17, 2019 22:01 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, par value $0.10 per share | 3,910 | $136.82 | $534,966.20 |
DisclosureSEC source: 0001179110-19-006333 · edgar.xml · nonDerivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,667 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2019 Filed May 17, 2019 22:01 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 817 | $136.82 | $111,781.94 |
DisclosureSEC source: 0001179110-19-006333 · edgar.xml · nonDerivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,757 Read SEC document |
| May 15, 2019 Filed May 17, 2019 22:01 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, par value $0.10 per share | 1,954 | $136.82 | $267,346.28 |
DisclosureSEC source: 0001179110-19-006333 · edgar.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,574 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:19 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 656 | $136.82 | $89,753.92 |
DisclosureSEC source: 0001223872-20-000015 · wf-form4a_159311994362132.xml · nonDerivative · entry 6 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,933 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:19 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 1,563 | $136.82 | $213,849.66 |
DisclosureSEC source: 0001223872-20-000015 · wf-form4a_159311994362132.xml · nonDerivative · entry 5 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,589 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Reflects correction to transaction date F2 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:19 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 1,641 | $136.82 | $224,521.62 |
DisclosureSEC source: 0001223872-20-000015 · wf-form4a_159311994362132.xml · nonDerivative · entry 4 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,026 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:19 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 3,910 | $136.82 | $534,966.20 |
DisclosureSEC source: 0001223872-20-000015 · wf-form4a_159311994362132.xml · nonDerivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,667 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Reflects correction to transaction date F2 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:19 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 817 | $136.82 | $111,781.94 |
DisclosureSEC source: 0001223872-20-000015 · wf-form4a_159311994362132.xml · nonDerivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,757 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:19 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 1,954 | $136.82 | $267,346.28 |
DisclosureSEC source: 0001223872-20-000015 · wf-form4a_159311994362132.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,574 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Reflects correction to transaction date F2 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| March 04, 2019 Filed May 17, 2019 21:37 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 295 | $111.80 | $32,981.00 |
DisclosureSEC source: 0001179110-19-006328 · edgar.xml · nonDerivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,702 F1 · balance_after: These transactions were omitted from the original Form 4 filing. Read SEC document |
| March 04, 2019 Filed May 17, 2019 21:37 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006328 · edgar.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,997 F1 · balance_after: These transactions were omitted from the original Form 4 filing. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:34 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003255 · edgar.xml · derivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2019-03-01 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, 2019 Filed Mar 5, 2019 21:34 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003255 · edgar.xml · derivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2019-03-01 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. F2 · balance_after: 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, 2019 Filed Mar 5, 2019 21:34 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-003255 · edgar.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,853 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 03, 2018 Filed Dec 6, 2018 17:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013495 · edgar.xml · derivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2018-12-03 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 03, 2018 Filed Dec 6, 2018 17:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013495 · edgar.xml · derivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2018-12-03 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. F2 · balance_after: 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 03, 2018 Filed Dec 6, 2018 17:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 121 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-013495 · edgar.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,696 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, 2018 Filed Sep 7, 2018 17:27 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011209 · edgar.xml · derivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2018-09-01 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, 2018 Filed Sep 7, 2018 17:27 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011209 · edgar.xml · derivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2018-09-01 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. F2 · balance_after: 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, 2018 Filed Sep 7, 2018 17:27 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-011209 · edgar.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,575 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 |
| July 12, 2018 Filed Jul 16, 2018 22:52 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,206 | $64.19 Strike: $64.19 | $77,413.14 |
DisclosureSEC source: 0001179110-18-009713 · edgar.xml · derivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,206 shares Expires 2024-05-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 12, 2018 Filed Jul 16, 2018 22:52 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 6,531 | $111.28 | $726,769.68 |
DisclosureSEC source: 0001179110-18-009713 · edgar.xml · nonDerivative · entry 2 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,430 Read SEC document |
| July 12, 2018 Filed Jul 16, 2018 22:52 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 1,206 | $64.19 | $77,413.14 |
DisclosureSEC source: 0001179110-18-009713 · edgar.xml · nonDerivative · entry 1 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,961 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 294 | $64.19 Strike: $64.19 | $18,871.86 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · derivative · entry 11 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,706 Underlying: Common Stock · 294 shares Expires 2024-05-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,045 | $36.03 Strike: $36.03 | $109,711.35 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · derivative · entry 10 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,045 shares Expires 2023-05-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,747 | $34.72 Strike: $34.72 | $164,815.84 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · derivative · entry 9 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,045 Underlying: Common Stock · 4,747 shares Expires 2022-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,194 | $32.90 Strike: $32.90 | $236,682.60 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · derivative · entry 8 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,792 Underlying: Common Stock · 7,194 shares Expires 2021-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $18.80 Strike: $18.80 | $94,000.00 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · derivative · entry 7 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,986 Underlying: Common Stock · 5,000 shares Expires 2019-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 6,850 | $91.15 | $624,377.50 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · nonDerivative · entry 6 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,755 Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 294 | $64.19 | $18,871.86 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · nonDerivative · entry 5 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,605 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 3,045 | $36.03 | $109,711.35 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · nonDerivative · entry 4 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,311 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 4,747 | $34.72 | $164,815.84 |
DisclosureSEC source: 0001179110-18-008173 · edgar.xml · nonDerivative · entry 3 CARSON VINCENT D · CIK 0001223872 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,266 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same 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.