Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELEN OF TROY LTDHELE · Entity 908 | Chief Financial Officer | October 05, 2026 | October 07, 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 October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 172,125.447 |
Reported balance
After 2026-10-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-05 · Tax withholding · Disposed 496 · Balance 172,125.447 F1: This transaction reflects the withholding of common shares as satisfaction of estimated tax liability on the vesting of restricted stock awards that occurred on October 4, 2026. The grant of the restricted stock awards was previously reported as beneficially owned in Mr. Grass's October 10, 2023 Form 4. F2: Includes 1,385.447 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction reflects the withholding of common shares as satisfaction of estimated tax liability on the vesting of restricted stock awards that occurred on October 4, 2026. The grant of the restricted stock awards was previously reported as beneficially owned in Mr. Grass's October 10, 2023 Form 4.
F2: Includes 1,385.447 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person.
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 01, 2021 Filed Mar 3, 2021 23:29 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 25 | $219.82 | $5,495.50 |
DisclosureSEC source: 0000916789-21-000026 · wf-form4_161481412494633.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,761.08 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 electionunder 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 01, 2021 Filed Mar 3, 2021 23:29 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 248 | $219.82 | $54,515.36 |
DisclosureSEC source: 0000916789-21-000026 · wf-form4_161481412494633.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,786.08 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 electionunder 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 |
| February 24, 2021 Filed Feb 27, 2021 00:42 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 64 | $229.57 | $14,692.48 |
DisclosureSEC source: 0000916789-21-000012 · wf-form4_161438654713930.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,034.08 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 awards. 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 |
| February 24, 2021 Filed Feb 27, 2021 00:42 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, Par Value $0.10 per share | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-21-000012 · wf-form4_161438654713930.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,098.08 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 |
| September 18, 2020 Filed Sep 23, 2020 00:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 7 | $194.80 | $1,363.60 |
DisclosureSEC source: 0001606522-20-000013 · wf-form4_160082080523857.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,009.08 F1 · balance_after: Represents 1.7869 shares purchased in accordance with the 2018 Employee Stock Purchase Plan. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 20:16 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 4,310 | $206.06 | $888,118.60 |
DisclosureSEC source: 0001606522-20-000011 · wf-form4_159475778679399.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,014.2931 F1 · price: This transaction was executed in multiple trades at prices ranging from $205.86 to $206.08. The price reported above reflects the weighted average sale price. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 13 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,324.2931 F3 · balance_after: Includes 160.9393 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 12 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,163.3538 F2 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 788 | $164.58 | $129,689.04 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 11 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,474.3538 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 10 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,686.3538 F2 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,904 | $164.58 | $313,360.32 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 9 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,436.3538 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 8 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,532.3538 F2 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,576 | $164.58 | $259,378.08 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 7 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,153.3538 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,577.3538 F2 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 3,810 | $164.58 | $627,049.80 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 5 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,077.3538 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,267.3538 F2 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 786 | $164.58 | $129,359.88 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,577.3538 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,791.3538 F2 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| May 15, 2020 Filed May 18, 2020 20:18 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,904 | $164.58 | $313,360.32 |
DisclosureSEC source: 0001606522-20-000006 · wf-form4_158983305416606.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,541.3538 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 13 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,324.2931 F1 · date: Reflects correction to transaction date F4 · balance_after: Includes 160.9393 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person. Read SEC document |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 12 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,163.3538 F1 · date: Reflects correction to transaction date F3 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 788 | $164.58 | $129,689.04 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 11 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,474.3538 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 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 10 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,686.3538 F1 · date: Reflects correction to transaction date F3 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,904 | $164.58 | $313,360.32 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 9 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,436.3538 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 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 8 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,532.3538 F1 · date: Reflects correction to transaction date F3 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,576 | $164.58 | $259,378.08 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 7 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,153.3538 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 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,577.3538 F1 · date: Reflects correction to transaction date F3 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 3,810 | $164.58 | $627,049.80 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 5 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,077.3538 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 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,267.3538 F1 · date: Reflects correction to transaction date F3 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 786 | $164.58 | $129,359.88 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,577.3538 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 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,791.3538 F1 · date: Reflects correction to transaction date F3 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance 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 |
| April 16, 2020 Filed Jun 25, 2020 21:14 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,904 | $164.58 | $313,360.32 |
DisclosureSEC source: 0001606522-20-000008 · wf-form4a_159311967739219.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,541.3538 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 03, 2020 Filed Mar 5, 2020 21:38 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 2,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000002 · wf-form4_158344429020833.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,130.3538 F1 · balance_after: Includes 160.9393 shares acquired under the Helen of Troy Limited 2018 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person. Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 23:55 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 26 | $164.60 | $4,279.60 |
DisclosureSEC source: 0001606522-20-000004 · wf-form4_158345254188927.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,637.3538 F1 · price: 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 electionunder 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 23:55 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 248 | $164.60 | $40,820.80 |
DisclosureSEC source: 0001606522-20-000004 · wf-form4_158345254188927.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,663.3538 F1 · price: 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 electionunder 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 23:55 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 64 | $164.60 | $10,534.40 |
DisclosureSEC source: 0001606522-20-000004 · wf-form4_158345254188927.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,911.3538 F1 · price: 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 electionunder 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 23:55 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 155 | $164.60 | $25,513.00 |
DisclosureSEC source: 0001606522-20-000004 · wf-form4_158345254188927.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,975.3538 F1 · price: 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 electionunder 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 |
| September 18, 2019 Filed Sep 20, 2019 16:52 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 7 | $154.03 | $1,078.21 |
DisclosureSEC source: 0000916789-19-000070 · wf-form4_156899831289165.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,562.4752 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 |
| May 15, 2019 Filed May 17, 2019 23:00 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006335 · edgar.xml · nonDerivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,569.4752 Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:00 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 1,563 | $136.82 | $213,849.66 |
DisclosureSEC source: 0001179110-19-006335 · edgar.xml · nonDerivative · entry 5 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,225.4752 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 23:00 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 1,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006335 · edgar.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,662.4752 Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:00 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 3,910 | $136.82 | $534,966.20 |
DisclosureSEC source: 0001179110-19-006335 · edgar.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,303.4752 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 23:00 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 820 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006335 · edgar.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,393.4752 Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:00 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 1,954 | $136.82 | $267,346.28 |
DisclosureSEC source: 0001179110-19-006335 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,213.4752 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:37 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,574 | $36.03 Strike: $36.03 | $200,831.22 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · derivative · entry 9 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,574 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 |
| May 01, 2019 Filed May 3, 2019 21:37 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,494 | $34.72 Strike: $34.72 | $156,031.68 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · derivative · entry 8 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,494 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 |
| May 01, 2019 Filed May 3, 2019 21:37 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,750 | $32.90 Strike: $32.90 | $123,375.00 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · derivative · entry 7 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 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 |
| May 01, 2019 Filed May 3, 2019 21:37 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $.10 per share | 1,425 | $141.02 | $200,953.50 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · nonDerivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,259.4752 Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:37 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, par value $.10 per share | 5,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · nonDerivative · entry 5 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,684.4752 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 |
| May 01, 2019 Filed May 3, 2019 21:37 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $.10 per share | 1,107 | $141.02 | $156,109.14 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,110.4752 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.