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 |
|---|---|---|---|---|---|---|
| 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 | 4,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,217.4752 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 | 875 | $141.02 | $123,392.50 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,723.4752 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 | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005578 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,598.4752 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 |
| April 09, 2019 Filed Jun 25, 2020 21:16 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000009 · wf-form4a_159311975439047.xml · nonDerivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,569.4752 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:16 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,563 | $136.82 | $213,849.66 |
DisclosureSEC source: 0001606522-20-000009 · wf-form4a_159311975439047.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 · 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 21:16 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 1,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000009 · wf-form4a_159311975439047.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,662.4752 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:16 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 3,910 | $136.82 | $534,966.20 |
DisclosureSEC source: 0001606522-20-000009 · wf-form4a_159311975439047.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 · 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 21:16 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 820 | $0.00 | $0.00 |
DisclosureSEC source: 0001606522-20-000009 · wf-form4a_159311975439047.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,393.4752 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:16 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,954 | $136.82 | $267,346.28 |
DisclosureSEC source: 0001606522-20-000009 · wf-form4a_159311975439047.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 · 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 05, 2019 Filed Mar 7, 2019 23:58 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $.10 per share | 1,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003557 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,848.4752 F1 · balance_after: Includes 209.8772 shares acquired under the Helen of Troy Limited 2008 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 21:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $.10 per share | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011601 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,789.5984 F1 · balance_after: Includes 316.608 shares acquired under the Helen of Troy Limited 2008 Employee Stock Purchase Plan prior to the last Form 4 filed by the reporting person and 34.9904 shares acquired under the Helen of Troy Limited 2008 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person. Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 540 | $90.80 | $49,032.00 |
DisclosureSEC source: 0001179110-18-007085 · edgar.xml · nonDerivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,115 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007085 · edgar.xml · nonDerivative · entry 5 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,655 F1 · shares: Represents performance units that have vest and paid out in shares of common stock. Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 1,437 | $90.80 | $130,479.60 |
DisclosureSEC source: 0001179110-18-007085 · edgar.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,369 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 3,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007085 · edgar.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,806 F1 · shares: Represents performance units that have vest and paid out in shares of common stock. Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 720 | $90.80 | $65,376.00 |
DisclosureSEC source: 0001179110-18-007085 · edgar.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,382 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007085 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,102 F1 · shares: Represents performance units that have vest and paid out in shares of common stock. Read SEC document |
| May 08, 2018 Filed May 14, 2018 23:15 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006784 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,388 F1 · shares: Restricted Stock Units reported as Non-Derivative Securities vesting in two equal installments on May 8, 2020 and May 8, 2021. Read SEC document |
| May 08, 2018 Filed May 17, 2018 23:30 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007083 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,388 F1 · shares: Restricted Stock Units reported as Non-Derivative Securities vesting in two equal installments on May 8, 2020 and May 8, 2021. F2 · balance_after: Total shares updated to reflect those issued through Employee Stock Purchase Plan on May 2, 2018. Read SEC document |
| May 02, 2018 Filed May 17, 2018 23:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,200 | $18.80 Strike: $18.80 | $22,560.00 |
DisclosureSEC source: 0001179110-18-007080 · edgar.xml · derivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,750 Underlying: Common Stock · 1,200 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. F1 · derivative.exercise_date: The options vest over five years in increments of 10%, 15%, 20% and 30%. Read SEC document |
| May 02, 2018 Filed May 17, 2018 23:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,200 | $22.46 Strike: $22.46 | $26,952.00 |
DisclosureSEC source: 0001179110-18-007080 · edgar.xml · derivative · entry 5 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,950 Underlying: Common Stock · 1,200 shares Expires 2018-08-19 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 · derivative.exercise_date: The options vest over five years in increments of 10%, 15%, 20% and 30%. Read SEC document |
| May 02, 2018 Filed May 17, 2018 23:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, par value $0.10 per share | 1,200 | $90.95 | $109,140.00 |
DisclosureSEC source: 0001179110-18-007080 · edgar.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,183 Read SEC document |
| May 02, 2018 Filed May 17, 2018 23:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, par value $0.10 per share | 1,200 | $22.46 | $26,952.00 |
DisclosureSEC source: 0001179110-18-007080 · edgar.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,383 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 02, 2018 Filed May 17, 2018 23:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, par value $0.10 per share | 1,200 | $89.44 | $107,328.00 |
DisclosureSEC source: 0001179110-18-007080 · edgar.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,183 Read SEC document |
| May 02, 2018 Filed May 17, 2018 23:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | Exercise / conversionCommon Stock, par value $0.10 per share | 1,200 | $18.80 | $22,560.00 |
DisclosureSEC source: 0001179110-18-007080 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,383 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 |
| March 07, 2018 Filed Mar 7, 2018 23:13 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par value $0.10 per share | 2,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003795 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,183 F1 · shares: Restricted Stock Units reported as Non-Derivative Securities vesting in two equal installments on March 1, 2020 and March 1, 2021. F2 · balance_after: Total updated to reflect discrepancy in previous report. Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 766 | $95.55 | $73,191.30 |
DisclosureSEC source: 0001179110-17-007468 · edgar.xml · nonDerivative · entry 6 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,757 Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 1,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007468 · edgar.xml · nonDerivative · entry 5 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,523 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 1,532 | $95.55 | $146,382.60 |
DisclosureSEC source: 0001179110-17-007468 · edgar.xml · nonDerivative · entry 4 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,699 Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 3,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007468 · edgar.xml · nonDerivative · entry 3 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,231 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 766 | $95.55 | $73,191.30 |
DisclosureSEC source: 0001179110-17-007468 · edgar.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,581 Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par value $0.10 per share | 1,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007468 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,347 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 10, 2017 Filed May 12, 2017 21:49 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par value $0.10 per share | 525 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007127 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,523 F1 · shares: Restricted Stock Units reported as Non-Derivative Securities vesting in two equal installments on March 1, 2019 and on March 1, 2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 01:38 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 1,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003742 · edgar.xml · nonDerivative · entry 2 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,919 F1 · shares: Restricted Stock Units reported as Non-Derivative Securities vesting in two equal installments on March 1, 2019 and on March 1, 2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 01:38 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par value $0.10 per share | 348 | $98.45 | $34,260.60 |
DisclosureSEC source: 0001179110-17-003742 · edgar.xml · nonDerivative · entry 1 Grass Brian · CIK 0001606522 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 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.