Congress trades

Helen of Troy Limited (HELE)

NASDAQ · Consumer Defensive · 18 congress trades · last filed 2 years ago

18
Congress disclosures shown
37d
Median delay on the congress disclosures
of the 45 day limit
10 buys·8 sells
Purchases and sales in the disclosures shown
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About Helen of Troy Limited

from the company's filings and listing, as of Oct 20, 2026
Exchange
NASDAQ
Sector
Consumer Defensive
Industry
Household & Personal Products
Chief executive
George Scott Uzzell
Employees
1,854
Listed since
Jul 8, 1976
Market value
$672.9M
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$4.26
Dividend yield
-

www.helenoftroy.com

Earnings

6 reported quarters · next on Jan 14, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2027reported Oct 8, 2026$0.79$0.50$440.9M$442.3MEPS beatRevenue in line
Q1 FY2027reported Jul 8, 2026$0.17$0.02$402.1M$374.6MEPS beatRevenue beat
Q4 FY2026reported Apr 23, 2026$0.83$0.66$470.0M$450.5MEPS beatRevenue beat
Q3 FY2026reported Jan 8, 2026$1.71$1.71$512.8M$504.4MEPS in lineRevenue beat
Q2 FY2026reported Oct 9, 2025$0.59$0.54$431.8M$508.4MEPS beatRevenue miss
Q1 FY2026reported Jul 10, 2025$0.41$0.91$371.7M$397.1MEPS missRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Jun 20, 2025
ExecutiveSalaryStock awardsOtherTotal
Brian L. GrassCFO$635K$1.9M$2K$2.5M
Tessa N. JudgeCLO$511K$950K$10K$1.5M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$54.7M1,883,032+7.9%7.93%
AQR Capital Management LLCCliff Asness$37.1M1,322,587+73.4%5.57%
Vanguard Capital Management LLC$28.9M993,527-1.3%4.18%
Bank of America Corp$27.7M954,568+57.3%4.02%
D. E. Shaw & Co., Inc.$24.0M824,267+7.8%3.47%
Wellington Management Group LLP$24.0M824,238+12.8%3.47%
Charles Schwab Investment Management Inc$23.3M802,085-13.2%3.38%
Millennium Management LLC$22.7M779,831+443.6%3.28%
Dimensional Fund Advisors LP$20.1M692,821+38.9%2.92%
Ameriprise Financial Inc$19.7M678,837+6.0%2.86%
Pzena Investment Management LLC$19.7M676,577-11.1%2.85%
Geode Capital Management, LLC$17.8M613,277+6.0%2.58%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Congress trades in HELE

18 disclosures of 18 on record · median 37d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Josh GottheimerJointStockSale$1,001 - $15,000-56.2%After the saleS&P 500 +35.8% · -91.9 pts vs S&P 500Jul 12, 2024Aug 15, 202434d
Josh GottheimerJointStockPurchase$1,001 - $15,000-77.4%S&P 500 +59.6% · -137.0 pts vs S&P 500Jan 11, 2024Feb 15, 202435d
Josh GottheimerJointStockSale$1,001 - $15,000-74.6%After the saleS&P 500 +64.5% · -139.2 pts vs S&P 500Dec 11, 2023Jan 7, 202427d
Josh GottheimerStockPurchase$1,001 - $15,000-79.7%S&P 500 +92.3% · -172.0 pts vs S&P 500Jul 22, 2022Aug 29, 202238d
Lois FrankelStockSale$1,001 - $15,000-82.2%After the saleS&P 500 +103.3% · -185.5 pts vs S&P 500Jun 14, 2022Jun 16, 20222d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-86.4%After the saleS&P 500 +109.3% · -195.7 pts vs S&P 500Nov 24, 2020Dec 15, 202021d
Josh GottheimerJointStockSale$1,001 - $15,000-85.8%After the saleS&P 500 +112.5% · -198.3 pts vs S&P 500Nov 19, 2020Dec 9, 202020d
Lois FrankelStockSale$1,001 - $15,000-84.4%After the saleS&P 500 +154.0% · -238.4 pts vs S&P 500May 26, 2020Jun 28, 202033d
Michael T. McCaulStockPurchase$15,001 - $50,000-78.5%S&P 500 +212.2% · -290.7 pts vs S&P 500Mar 24, 2020May 6, 202043d
Michael T. McCaulStockPurchase$1,001 - $15,000-78.5%S&P 500 +212.2% · -290.7 pts vs S&P 500Mar 24, 2020May 6, 202043d
Michael T. McCaulStockPurchase$1,001 - $15,000-79.8%S&P 500 +208.3% · -288.0 pts vs S&P 500Mar 25, 2020May 6, 202042d
Michael T. McCaulStockPurchase$1,001 - $15,000-80.6%S&P 500 +190.8% · -271.4 pts vs S&P 500Mar 26, 2020May 6, 202041d
Michael T. McCaulStockPurchase$1,001 - $15,000-80.2%S&P 500 +200.0% · -280.2 pts vs S&P 500Mar 27, 2020May 6, 202040d
Michael T. McCaulStockSale$15,001 - $50,000-80.6%After the saleS&P 500 +190.6% · -271.2 pts vs S&P 500Mar 30, 2020May 6, 202037d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-80.8%S&P 500 +164.8% · -245.6 pts vs S&P 500Mar 10, 2020Apr 16, 202037d
Josh GottheimerJointStockPurchase$1,001 - $15,000-83.6%S&P 500 +146.1% · -229.7 pts vs S&P 500Mar 2, 2020Apr 11, 202040d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-81.3%After the saleS&P 500 +152.9% · -234.3 pts vs S&P 500Jul 30, 2019Aug 19, 201920d
Lois FrankelStockPurchase$1,001 - $15,000-69.8%S&P 500 +234.3% · -304.0 pts vs S&P 500Feb 1, 2017Mar 13, 201740d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

Every Congress trade in HELE, filterable by party, chamber, type and account.

Questions

Which members of Congress have traded HELE?

Josh Gottheimer, Lois Frankel, Gilbert Ray Cisneros, Jr. and Michael T. McCaul disclosed HELE transactions in the filings shown here.

How quickly are HELE trades disclosed?

Congressional disclosures took a median of 37 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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