Helen of Troy Ltd

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Helen of Troy Ltd
TickerHELE
CIK #0000916789
CUSIPG4388N106
SectorManufacturing - Electric Housewares & Fans
AddressClarendon House Church Street, Hamilton Bermuda, -
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Helen of Troy Ltd 2015-11-24 20.0 M Exemption: 506(b) · Duration: One year or less · Revenue: Over $100,000,000
CIK Filing 2011 - 2026
[0000916789] 10-K
[0000916789] 10-Q
[0000916789] 3
[0000916789] 4
[0000916789] 5
[0000916789] 8-K
[0000916789] D
[0000916789] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
RWWM Inc Helen of Troy Ltd [2026-05-15] 0.0
Vanguard Capital Management LLC Helen of Troy Ltd [2026-04-30] 0.0
FMR LLC Helen of Troy Ltd [2025-05-12] 0.0
Capital International Investors Helen of Troy Ltd [2022-02-11] 5.9
Cooke & Bieler LP Helen of Troy Ltd [2022-02-11] 5.6
JPMorgan Chase & Co Helen of Troy Ltd [2021-01-13] 5.0
Capital Research Global Investors Helen of Troy Ltd [2020-02-14] 6.6
Earnest Partners LLC Helen of Troy Ltd [2012-02-13] 5.9
Form 3/4/5 Filer 2011 - 2026
Woody Darren G
Helen of Troy Ltd
Carson Vincent D
RAFF Beryl
Berry Krista
Case Thurman K
Meeker Timothy F
Gomez Sades Tabata Lorena
Otero Elena
Grass Brian
Uzzell George Scott
Judge Tessa
Scheuerman Tracy
Geoffroy Noel
Mininberg Julien
Osberg Matthew J
Abromovitz Gary B
Susetka William
Butterworth John B
Oppenheim Richard J
Davern Alexander M
Benson Thomas J
Telles Adolpho R
Rubin Gerald J
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Uzzell George Scott
Common Shares, Par value $0.10 per share
2026-03-06 Grant 109,289 $0.00
Grass Brian
Common Shares, Par value $0.10 per share
2026-03-06 Grant 60,716 $0.00
Grass Brian
Common Shares, Par value $0.10 per share
2026-03-04 Tax withheld 2,949 $16.84 49,661
RAFF Beryl
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Case Thurman K
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Otero Elena
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Meeker Timothy F
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Carson Vincent D
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Berry Krista
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Woody Darren G
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Gomez Sades Tabata Lorena
Common Shares, Par value $0.10 per share
2026-03-02 Grant 1,429 $0.00
Grass Brian
Common Shares, Par value $0.10 per share
2026-03-02 Tax withheld 1,288 $17.64 22,720
Otero Elena
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
Meeker Timothy F
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
RAFF Beryl
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
Berry Krista
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
Case Thurman K
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
Woody Darren G
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
Carson Vincent D
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
Gomez Sades Tabata Lorena
Common Shares, Par value $0.10 per share
2025-12-01 Grant 1,253 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 189 22,324,294
2025-12-31 193 23,946,138
2025-09-30 208 24,973,432
2025-06-30 213 24,826,307
2025-03-31 233 24,401,358
2024-12-31 248 24,294,215
2024-09-30 250 25,313,800
2024-06-30 260 24,989,952
2024-03-31 279 27,955,737
2023-12-31 270 28,614,540
2023-09-30 255 28,909,655
2023-06-30 257 29,835,281
Form 13F Holdings
Firm Period DFND Voting Shares
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 61,610 61,610
Wedge Capital Management L L P/NC [2026-06-30] SOLE 17,887 52,687
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 848 39,430
Counterpoint Mutual Funds LLC [2026-06-30] SOLE 14,051 14,051
Diversified Trust Co [2026-06-30] SOLE 0 11,796
Merit Financial Group LLC [2026-06-30] OTR 0 8,397
Optivise Advisory Services LLC [2026-06-30] SOLE 0 6,905
Versant Capital Management Inc [2026-06-30] SOLE 3,618 3,618
Merit Financial Group LLC [2026-06-30] SOLE 7 1,653
Gamma Investing LLC [2026-06-30] DFND 1,606 1,606
IFP Advisors LLC [2026-06-30] SOLE 1,230 1,230
Alaska Retirement Management Board [2026-06-30] SOLE 1,075 1,075
Farther Finance Advisors LLC [2026-06-30] SOLE 0 799
True Wealth Design LLC [2026-06-30] SOLE 0 508
Strategic Investment Solutions Inc /IL [2026-06-30] SOLE 0 400
Hickory Point Bank & Trust [2026-06-30] DFND 0 300
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 200
Fortitude Family Office LLC [2026-06-30] SOLE 45 45
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 14
Activest Wealth Management [2026-06-30] SOLE 0 0
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