Public ownership evidence

Helen Of Troy Ltd (HELE) Ownership Disclosures

Read HELE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Helen Of Troy Ltd: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-03
Trade date
2026-09-01
Reporting owners
Platz Marlo Michelle Cormier
Code
A
Shares
860
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001526548-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HELE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HELE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-09-032026-09-01Platz Marlo Michelle CormierA860Not reported
2026-09-032026-09-01FADEL MITCHELL EA860Not reported
2026-09-032026-09-01Woody Darren GA860Not reported
2026-09-032026-09-01GOMEZ SADES TABATA LORENAA860Not reported
2026-09-032026-09-01RAFF BERYLA860Not reported
2026-09-032026-09-01Berry KristaA860Not reported
2026-09-032026-09-01CASE THURMAN KA860Not reported
2026-09-032026-09-01Otero ElenaA860Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Advisors Asset Management, Inc.2020-06-302026-08-282,156$406,535None
Advisors Asset Management, Inc.2020-12-312026-08-271,400$311,000None
Advisors Asset Management, Inc.2021-03-312026-08-27699$147,251None
Advisors Asset Management, Inc.2020-09-302026-08-272,126$411,424None
Advisors Asset Management, Inc.2019-12-312026-08-261,198$215,388None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25321$9,331None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-259,331$321,000None
Advisors Asset Management, Inc.2020-03-312026-08-222,084$300,159None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2030,408$883,961None
Advisors Asset Management, Inc.2019-03-312026-08-19710$82,332None
Advisors Asset Management, Inc.2019-09-302026-08-19771$121,556None
Advisors Asset Management, Inc.2019-06-302026-08-19690$90,107None
Ensign Peak Advisors, Inc2025-09-302026-08-194,934$124,337None
Empowered Funds, LLC2026-06-302026-08-1850,212$1,459,663None
Empowered Funds, LLC2026-06-302026-08-187,793$226,543None
Transamerica Financial Advisors, LLC2026-06-302026-08-1819$552None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-183,869$112,472None
SEI INVESTMENTS CO2026-06-302026-08-159,449$274,682None
SEI INVESTMENTS CO2026-06-302026-08-1559$1,770None
Glen Eagle Advisors, LLC2026-06-302026-08-152$58None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,000$29,070None
JPL Wealth Management, LLC2026-06-302026-08-1517$495None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1558,013$1,686,438None
Ameritas Advisory Services, LLC2026-06-302026-08-157$203None
Caerus Investment Advisors, LLC2026-06-302026-08-157,383$214,624None
XTX Topco Ltd2026-06-302026-08-1521,222$616,924None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15802,085$23,316,611None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15802,085$23,316,611None
IFG Advisory, LLC2026-06-302026-08-15200$5,814None
Blueshift Asset Management, LLC2026-06-302026-08-156,913$200,961None
OSAIC HOLDINGS, INC.2026-06-302026-08-15787$22,878None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,220$64,533None
Man Group plc2026-06-302026-08-1521,543$626,255None
Trexquant Investment LP2026-06-302026-08-15154,189$4,482,274None
Quinn Opportunity Partners LLC2026-06-302026-08-1557,413$1,668,996None
MetLife Investment Management, LLC2026-06-302026-08-1513,118$381,340None
Mork Capital Management, LLC2026-06-302026-08-1540,000$1,162,800None
Engineers Gate Manager LP2026-06-302026-08-1565,737$1,910,975None
Capstone Financial Advisors, Inc.2026-06-302026-08-158,000$232,560None
JANE STREET GROUP, LLC2026-06-302026-08-1525,100$729,657Put
JANE STREET GROUP, LLC2026-06-302026-08-1578,500$2,281,995Call
BOOTHBAY FUND MANAGEMENT, LLC2026-06-302026-08-1525,758$748,785None
RWWM, INC.2026-06-302026-08-15474,611$13,796,942None
Legal & General Group Plc2026-06-302026-08-157,395$214,972None
Legal & General Group Plc2026-06-302026-08-152,310$67,152None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15178,900$5,200,623Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15308,500$8,968,095Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15194,772$5,662,022None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1517,177$499,335None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-15779,831$22,669,687None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Advisors Asset Management, Inc. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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