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
10/8
Purchases and sales in the disclosures shown

About Helen of Troy Limited

from the company's filings and listing
Exchange
NASDAQ
Sector
Consumer Defensive
Industry
Household & Personal Products
Chief executive
George Scott Uzzell
Employees
1,854
Listed since
Jul 8, 1976
Market value
$636.3M
Price to earnings
-
Earnings per share
-$17.36
Dividend yield
-

www.helenoftroy.com

Earnings

6 reported quarters · next on Oct 8, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
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
Q4 FY2025reported Apr 24, 2025$2.33$2.34$485.9M$481.7MEPS in lineRevenue in line

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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for 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 2025 proxy statement, current executives only. 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
HolderValueSharesChangeOf company
Blackrock, Inc.$54.7M1,883,032+7.9%7.93%
AQR Capital Management LLC$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%
Sixth Street Partners Management Company, L.P.$23.3M802,085+100.0%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%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

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Congress trades in HELE

18 disclosures of 18 on record · median 37d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Josh GottheimerJointStockSale$1,001 - $15,000-57.4%S&P +36.2% · vs S&P 500 -93.6%Jul 12, 2024Aug 15, 202434d
Josh GottheimerJointStockPurchase$1,001 - $15,000-78.0%S&P +60.1% · vs S&P 500 -138.1%Jan 11, 2024Feb 15, 202435d
Josh GottheimerJointStockSale$1,001 - $15,000-75.3%S&P +65.1% · vs S&P 500 -140.4%Dec 11, 2023Jan 7, 202427d
Josh GottheimerStockPurchase$1,001 - $15,000-80.2%S&P +92.9% · vs S&P 500 -173.1%Jul 22, 2022Aug 29, 202238d
Lois FrankelStockSale$1,001 - $15,000-82.7%S&P +104.0% · vs S&P 500 -186.7%Jun 14, 2022Jun 16, 20222d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-86.7%S&P +110.0% · vs S&P 500 -196.7%Nov 24, 2020Dec 15, 202021d
Josh GottheimerJointStockSale$1,001 - $15,000-86.1%S&P +113.2% · vs S&P 500 -199.4%Nov 19, 2020Dec 9, 202020d
Lois FrankelStockSale$1,001 - $15,000-84.9%S&P +154.8% · vs S&P 500 -239.7%May 26, 2020Jun 28, 202033d
Michael T. McCaulStockPurchase$1,001 - $15,000-78.3%S&P +216.4% · vs S&P 500 -294.7%Mar 24, 2020May 6, 202043d
Michael T. McCaulStockPurchase$1,001 - $15,000-80.9%S&P +201.5% · vs S&P 500 -282.3%Mar 27, 2020May 6, 202040d
Michael T. McCaulStockPurchase$1,001 - $15,000-80.5%S&P +209.8% · vs S&P 500 -290.2%Mar 25, 2020May 6, 202042d
Michael T. McCaulStockSale$15,001 - $50,000-81.2%S&P +192.0% · vs S&P 500 -273.2%Mar 30, 2020May 6, 202037d
Michael T. McCaulStockPurchase$15,001 - $50,000-79.2%S&P +213.7% · vs S&P 500 -293.0%Mar 24, 2020May 6, 202043d
Michael T. McCaulStockPurchase$1,001 - $15,000-81.3%S&P +192.2% · vs S&P 500 -273.5%Mar 26, 2020May 6, 202041d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-81.3%S&P +165.7% · vs S&P 500 -247.0%Mar 10, 2020Apr 16, 202037d
Josh GottheimerJointStockPurchase$1,001 - $15,000-84.0%S&P +146.9% · vs S&P 500 -230.9%Mar 2, 2020Apr 11, 202040d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-81.8%S&P +153.8% · vs S&P 500 -235.6%Jul 30, 2019Aug 19, 201920d
Lois FrankelStockPurchase$1,001 - $15,000-70.6%S&P +235.3% · vs S&P 500 -305.9%Feb 1, 2017Mar 13, 201740d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Questions

Which members of Congress have traded HELE?

Josh Gottheimer, Lois Frankel, Gilbert Ray Cisneros, Jr., 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 late, 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 Sep 10, 2026.

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