Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELEN OF TROY LTDHELE · Entity 908 | Director · Chief Executive Officer | May 19, 2023 | May 23, 2023 |
| IROBOT CORPIRBT · Entity 71819 | Director | July 12, 2024 | July 16, 2024 |
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 May 19, 2023 · Filed May 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 102,275.871 |
Reported balance
After 2023-05-19 transaction · row 1
1 source rowRow 1 · 2023-05-19 · Tax withholding · Disposed 5 · Balance 102,275.871 |
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | IndirectBy LLC | 770 |
Reported balance
Holding disclosure · report date 2023-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 770 |
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | IndirectBy Trust | 76,169 |
Reported balance
Holding disclosure · report date 2023-05-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 76,169 |
IROBOT CORP
Report date July 12, 2024 · Filed July 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,030 |
Reported balance
After 2024-07-12 transaction · row 1
1 source rowRow 1 · 2024-07-12 · Grant · Acquired 21,030 · Balance 21,030 F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SpartanNash Co
Report date September 22, 2025 · Filed September 22, 2025
Section 16 reporting ended · disclosed 2025-09-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-09-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-09-22 · Disposition to issuer · Disposed 18,345 · Balance 7,847 F1: On September 22, 2025, C&S Wholesale Grocers, LLC acquired the Issuer pursuant to an Agreement and Plan of Merger dated June 22, 2025 (the "Merger Agreement") by and among SpartanNash Company, New Mackinac HoldCo, Inc., Mackinac Merger Sub, Inc., and C&S Wholesale Grocers, LLC. At the Effective Time (as defined in the Merger Agreement), all outstanding SpartanNash Company stock was canceled immediately prior to the Effective Time and converted into the right to receive a cash payment of $26.90 a share. Row 2 · 2025-09-22 · Disposition to issuer · Disposed 7,847 · Balance 0 F2: Pursuant to the Merger Agreement, each SpartanNash restricted stock unit ("SpartanNash RSU") outstanding immediately prior to the Effective Time automatically vested and was cancelled and converted into the right to receive a cash payment of $26.90 in respect of each share of SpartanNash Company stock subject to such SpartanNash RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 22, 2025, C&S Wholesale Grocers, LLC acquired the Issuer pursuant to an Agreement and Plan of Merger dated June 22, 2025 (the "Merger Agreement") by and among SpartanNash Company, New Mackinac HoldCo, Inc., Mackinac Merger Sub, Inc., and C&S Wholesale Grocers, LLC. At the Effective Time (as defined in the Merger Agreement), all outstanding SpartanNash Company stock was canceled immediately prior to the Effective Time and converted into the right to receive a cash payment of $26.90 a share.
F2: Pursuant to the Merger Agreement, each SpartanNash restricted stock unit ("SpartanNash RSU") outstanding immediately prior to the Effective Time automatically vested and was cancelled and converted into the right to receive a cash payment of $26.90 in respect of each share of SpartanNash Company stock subject to such SpartanNash RSU.
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 |
|---|---|---|---|---|---|---|
| April 14, 2021 Filed Apr 16, 2021 21:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 13,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-21-000003 · wf-form4_161860749105151.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,981.2 F1 · shares: Represents restricted stock performance units. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 21:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 27,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-21-000003 · wf-form4_161860749105151.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,059.2 F1 · shares: Represents restricted stock performance units. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 21:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 13,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-21-000003 · wf-form4_161860749105151.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,217.2 F1 · shares: Represents restricted stock performance units. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 927 | $219.82 | $203,773.14 |
DisclosureSEC source: 0000916789-21-000030 · wf-form4_161481456645654.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,297.2 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. F2 · balance_after: Includes 120.204 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 |
| December 31, 2020 Filed Jan 5, 2021 00:02 UTC | HELEN OF TROY LTD HELE · Entity 908 | GiftCommon Shares, Par value $0.10 per share | 47,952 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-21-000002 · wf-form4_160980492045161.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 95,903 F1 · kind: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. F1 · balance_after: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 00:02 UTC | HELEN OF TROY LTD HELE · Entity 908 | GiftCommon Shares, Par value $0.10 per share | 47,952 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-21-000002 · wf-form4_160980492045161.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 968 F1 · kind: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. F1 · balance_after: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 00:02 UTC | HELEN OF TROY LTD HELE · Entity 908 | GiftCommon Shares, Par value $0.10 per share | 47,951 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-21-000002 · wf-form4_160980492045161.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 47,951 F1 · kind: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. F1 · balance_after: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 00:02 UTC | HELEN OF TROY LTD HELE · Entity 908 | GiftCommon Shares, Par value $0.10 per share | 47,951 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-21-000002 · wf-form4_160980492045161.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 48,920 F1 · kind: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. F1 · balance_after: On December 31, 2020, the reporting person and his wife each transferred 49.5% of the membership interests in a LLC that holds the Common Shares to two irrevocable grantor trusts. The beneficiaries of the trusts are his wife and his children. The reporting person disclaims beneficial ownership of the Common Shares held by the trusts except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 15:16 UTC | HELEN OF TROY LTD HELE · Entity 908 | GiftCommon Shares, Par value $0.10 per share | 48,436 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-20-000087 · wf-form4_160865017606039.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 48,436 F1 · kind: The reporting person previously contributed 96,871 of his Common Shares to an LLC in which he was the sole member and held all of the membership interests. On December 18, 2020, the reporting person made a gift of 50% of the membership interests in the LLC to his wife. F1 · balance_after: The reporting person previously contributed 96,871 of his Common Shares to an LLC in which he was the sole member and held all of the membership interests. On December 18, 2020, the reporting person made a gift of 50% of the membership interests in the LLC to his wife. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 15:16 UTC | HELEN OF TROY LTD HELE · Entity 908 | GiftCommon Shares, Par value $0.10 per share | 48,436 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-20-000087 · wf-form4_160865017606039.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 48,435 F1 · kind: The reporting person previously contributed 96,871 of his Common Shares to an LLC in which he was the sole member and held all of the membership interests. On December 18, 2020, the reporting person made a gift of 50% of the membership interests in the LLC to his wife. F1 · balance_after: The reporting person previously contributed 96,871 of his Common Shares to an LLC in which he was the sole member and held all of the membership interests. On December 18, 2020, the reporting person made a gift of 50% of the membership interests in the LLC to his wife. Read SEC document |
| September 18, 2020 Filed Sep 23, 2020 00:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 8 | $194.80 | $1,558.40 |
DisclosureSEC source: 0001597885-20-000018 · wf-form4_160082090856351.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,975.3507 Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 980 | $211.53 | $207,299.40 |
DisclosureSEC source: 0001597885-20-000016 · wf-form4_159778656401119.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,983.3507 F3 · price: This transaction was executed in multiple trades at prices ranging from $211.30 to $211.76. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 |
| August 17, 2020 Filed Aug 18, 2020 21:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 2,227 | $210.38 | $468,516.26 |
DisclosureSEC source: 0001597885-20-000016 · wf-form4_159778656401119.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,963.3507 F2 · price: This transaction was executed in multiple trades at prices ranging from $210.02 to $211.00. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 |
| August 14, 2020 Filed Aug 18, 2020 21:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 200 | $210.09 | $42,018.00 |
DisclosureSEC source: 0001597885-20-000016 · wf-form4_159778656401119.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,190.3507 F1 · price: This transaction was executed in multiple trades at prices ranging from $210.01 to $210.16. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 |
| August 12, 2020 Filed Aug 13, 2020 21:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 960 | $211.21 | $202,761.60 |
DisclosureSEC source: 0001597885-20-000014 · wf-form4_159735375356162.xml · nonDerivative · entry 5 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,390.3507 F5 · price: This transaction was executed in multiple trades at prices ranging from $211.07 to $211.81. 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 |
| August 12, 2020 Filed Aug 13, 2020 21:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,668 | $210.51 | $351,130.68 |
DisclosureSEC source: 0001597885-20-000014 · wf-form4_159735375356162.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,350.3507 F4 · price: This transaction was executed in multiple trades at prices ranging from $210.00 to $210.94. 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 |
| August 11, 2020 Filed Aug 13, 2020 21:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 24 | $207.19 | $4,972.56 |
DisclosureSEC source: 0001597885-20-000014 · wf-form4_159735375356162.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,018.3507 F3 · price: This transaction was executed in multiple trades at prices ranging from $207.14 to $207.42. 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 |
| August 11, 2020 Filed Aug 13, 2020 21:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 206 | $206.58 | $42,555.48 |
DisclosureSEC source: 0001597885-20-000014 · wf-form4_159735375356162.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,042.3507 F2 · price: This transaction was executed in multiple trades at prices ranging from $206.15 to $207.13. 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 |
| August 11, 2020 Filed Aug 13, 2020 21:22 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 172 | $205.84 | $35,404.48 |
DisclosureSEC source: 0001597885-20-000014 · wf-form4_159735375356162.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,248.3507 F1 · price: This transaction was executed in multiple trades at prices ranging from $205.14 to $206.13. 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 13, 2020 Filed Jul 14, 2020 20:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 50 | $206.75 | $10,337.50 |
DisclosureSEC source: 0001597885-20-000012 · wf-form4_159475879398067.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,420.3507 F2 · price: This transaction was executed in multiple trades at prices ranging from $206.56 to $207.24. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 13, 2020 Filed Jul 14, 2020 20:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 149 | $205.58 | $30,631.42 |
DisclosureSEC source: 0001597885-20-000012 · wf-form4_159475879398067.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,470.3507 F1 · price: This transaction was executed in multiple trades at prices ranging from $205.16 to $205.95. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Jul 10, 2020 18:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 122 | $210.00 | $25,620.00 |
DisclosureSEC source: 0001597885-20-000008 · wf-form4_159440447998691.xml · nonDerivative · entry 7 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,061.3507 F7 · price: This transaction was executed at a price of $210.00. This trade was placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Jul 10, 2020 18:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,121 | $272.52 | $305,494.92 |
DisclosureSEC source: 0001597885-20-000008 · wf-form4_159440447998691.xml · nonDerivative · entry 6 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,183.3507 F6 · price: This transaction was executed in multiple trades at a price of $208.96 per share. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Jul 10, 2020 18:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 156 | $205.37 | $32,037.72 |
DisclosureSEC source: 0001597885-20-000008 · wf-form4_159440447998691.xml · nonDerivative · entry 5 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,304.3507 F5 · price: This transaction was executed in multiple trades at prices ranging from $205.24 to $205.39. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Jul 10, 2020 18:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 7,554 | $204.95 | $1,548,192.30 |
DisclosureSEC source: 0001597885-20-000008 · wf-form4_159440447998691.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,460.3507 F4 · price: This transaction was executed in multiple trades at prices ranging from $204.22 to $205.18. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Jul 10, 2020 18:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,272 | $203.72 | $259,131.84 |
DisclosureSEC source: 0001597885-20-000008 · wf-form4_159440447998691.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,014.3507 F3 · price: This transaction was executed in multiple trades at prices ranging from $203.13 to $204.11. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Jul 10, 2020 18:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,269 | $202.22 | $256,617.18 |
DisclosureSEC source: 0001597885-20-000008 · wf-form4_159440447998691.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,286.3507 F2 · price: This transaction was executed in multiple trades at prices ranging from $201.81 to $202.75. The price reported above reflects the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Jul 14, 2020 20:07 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,121 | $208.96 | $234,244.16 |
DisclosureSEC source: 0001597885-20-000010 · wf-form4a_159475724785611.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,592.3507 F1 · price: Represents a correction to the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 09, 2020 Filed Aug 23, 2021 20:25 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,462 | $208.96 | $305,499.52 |
DisclosureSEC source: 0001597885-21-000019 · wf-form4a_162975029290961.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,814.3507 F1 · shares: Represents a correction to the number of shares sold from 1,121 as previously reported to 1,462. F2 · price: Represents a correction to the weighted average sale price. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 08, 2020 Filed Jul 10, 2020 18:08 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 6,158 | $195.00 | $1,200,810.00 |
DisclosureSEC source: 0001597885-20-000008 · wf-form4_159440447998691.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,555.3507 F1 · price: This transaction was executed in multiple trades at a price of $195 per share. These trades were placed pursuant to a 10b51 trading plan put in place on 1/16/2020. 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 |
| May 18, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,727 | $170.75 | $294,885.25 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 12 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,713.3507 F8 · price: This transaction was executed in multiple trades at prices ranging from $170.49 to $171.02. The price reported above reflects the weighted average sale price. These trades were effected pursuant to a 10b5-1 trading plan put in place on 1/16/2020. 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 |
| May 18, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 2,299 | $169.98 | $390,784.02 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 11 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,440.3507 F7 · price: This transaction was executed in multiple trades at prices ranging from $169.47 to $170.44. The price reported above reflects the weighted average sale price. These trades were effected pursuant to a 10b5-1 trading plan put in place on 1/16/2020. 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 |
| May 18, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 1,400 | $169.00 | $236,600.00 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 10 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,739.3507 F6 · price: This transaction was executed in multiple trades at prices ranging from $168.40 to $169.24. The price reported above reflects the weighted average sale price. These trades were effected pursuant to a 10b5-1 trading plan put in place on 1/16/2020. 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 |
| May 15, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 80 | $166.23 | $13,298.40 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 9 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,139.3507 F5 · price: This transaction was executed in multiple trades at prices ranging from $166.16 to $166.26. The price reported above reflects the weighted average sale price. These trades were effected pursuant to a 10b5-1 trading plan put in place on 1/16/2020. 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 |
| May 15, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 509 | $165.66 | $84,320.94 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 8 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,219.3507 F4 · price: This transaction was executed in multiple trades at prices ranging from $165.15 to $166.14. The price reported above reflects the weighted average sale price. These trades were effected pursuant to a 10b5-1 trading plan put in place on 1/16/2020. 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 |
| May 15, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 143 | $164.53 | $23,527.79 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 7 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,565.4955 F3 · price: This transaction was executed in multiple trades at prices ranging from $163.97 to $164.90. The price reported above reflects the weighted average sale price. These trades were effected pursuant to a 10b5-1 trading plan put in place on 1/16/2020. 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 |
| May 13, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 5,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 6 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,708.4955 Read SEC document |
| May 13, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 10,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,925.4955 Read SEC document |
| May 13, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 5,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,359.4955 Read SEC document |
| April 16, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 12,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 5 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,115.4955 F1 · shares: Represents restricted stock performance units that have vested and settled out in shares of common stock. Read SEC document |
| April 16, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 24,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,737.4955 F1 · shares: Represents restricted stock performance units that have vested and settled out in shares of common stock. Read SEC document |
| April 16, 2020 Filed May 20, 2020 14:51 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 12,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000004 · wf-form4_158998624383246.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,765.4955 F1 · shares: Represents restricted stock performance units that have vested and settled out in shares of common stock. F2 · balance_after: Includes 162.8552 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 6, 2020 00:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 1,358 | $164.60 | $223,526.80 |
DisclosureSEC source: 0001597885-20-000002 · wf-form4_158345344914975.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,414.6403 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 6, 2020 00:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 811 | $164.60 | $133,490.60 |
DisclosureSEC source: 0001597885-20-000002 · wf-form4_158345344914975.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,772.6403 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 16:54 UTC | HELEN OF TROY LTD HELE · Entity 908 | SaleCommon Stock, Par Value $0.10 per share | 8 | $154.03 | $1,232.24 |
DisclosureSEC source: 0000916789-19-000072 · wf-form4_156899844021796.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,583.6403 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 22:03 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 4,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006334 · edgar.xml · nonDerivative · entry 6 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,591.6403 Read SEC document |
| May 15, 2019 Filed May 17, 2019 22:03 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 10,008 | $136.82 | $1,369,294.56 |
DisclosureSEC source: 0001179110-19-006334 · edgar.xml · nonDerivative · entry 5 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,070.6403 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 22:03 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 11,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006334 · edgar.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,062.6403 Read SEC document |
| May 15, 2019 Filed May 17, 2019 22:03 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 25,020 | $136.82 | $3,423,236.40 |
DisclosureSEC source: 0001179110-19-006334 · edgar.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,259.6403 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 22:03 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 5,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006334 · edgar.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,239.6403 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.