Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELEN OF TROY LTDHELE · Entity 908 | Chief Financial Officer | July 15, 2025 | July 15, 2025 |
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 July 15, 2025 · Filed July 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 33,041 |
Reported balance
After 2025-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-15 · Purchase · Acquired 10,000 · Balance 33,041 F1: This transaction was executed in multiple trades at prices ranging from $20.13 to $20.14. 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 purchased at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $20.13 to $20.14. 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 purchased at each separate price within the range.
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 |
|---|---|---|---|---|---|---|
| July 15, 2025 Filed Jul 15, 2025 22:38 UTC | HELEN OF TROY LTD HELE · Entity 908 | PurchaseCommon Shares, Par value $0.10 per share | 10,000 | $20.13 | $201,300.00 |
DisclosureSEC source: 0000916789-25-000043 · wk-form4_1752619081.xml · nonDerivative · entry 1 SCHEUERMAN TRACY · CIK 0002070699 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,041 F1 · balance_after: This transaction was executed in multiple trades at prices ranging from $20.13 to $20.14. 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 purchased at each separate price within the range. Read SEC document |
| May 02, 2025 Filed May 29, 2025 23:37 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 23,041 | $0.00 | $0.00 |
DisclosureSEC source: 0002070699-25-000004 · wk-form4_1748561839.xml · nonDerivative · entry 1 SCHEUERMAN TRACY · CIK 0002070699 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,041 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.