Form 4: Helen of Troy CFO Sells Shares for Tax

Helen of Troy's Chief Financial Officer, Brian Grass, disposed of 322 common shares to cover tax liabilities related to restricted stock vesting.

Summary

• Brian Grass, Chief Financial Officer of Helen of Troy Ltd (HELE), reported a transaction on October 6, 2025.
• The transaction involved the disposition of 322 common shares, par value $0.10 per share.
• These shares were withheld to satisfy estimated tax liability on the vesting of restricted stock awards.
• The restricted stock awards vested on October 4, 2025.
• The price per share for the disposed securities was $26.44.
• Following this transaction, Brian Grass beneficially owns 135,610 common shares directly.
• The original grant of these restricted stock awards was previously reported in Mr. Grass's Form 4 filed on October 10, 2023.
• A Power of Attorney was executed on August 19, 2025, appointing Tessa N. Judge, Kelly Clutter, Wayne Crews Lott, Nishant Prakash, and Rita Bujanda Trujillo as attorneys-in-fact for SEC filings.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction for tax purposes, which is a neutral event and does not indicate positive or negative sentiment towards the company's performance or outlook.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This is a routine insider transaction related to executive compensation and tax obligations, which is common across all industries and does not reflect broader industry trends or competitive positioning.

Stakeholder Impact

• Shareholders: Minimal impact, as this is a routine tax-related disposition by an executive and does not reflect a change in company fundamentals or strategy.

Key Dates

Keywords

Helen of Troy, HELE, Brian Grass, CFO, Insider Transaction, Form 4, Stock Vesting, Tax Withholding, Restricted Stock