Helen Of Troy (HELE)Systematic Financial Management LP added to its stake +6,470 shares

241K

Shares reported · +6,470 vs prior quarter

0.18%

Disclosed portfolio weight

$6.84M

Reported value

Holdings as of

Jun 30, 2025

Filed

Aug 13, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 15, 2025Insider · 2 peopleInsiders: 2 purchases (~$416K)
2. Jul 16, 2025InsiderOfficer purchased ~$9.9K of HELE shares in the open market

What came next

1. Oct 9, 2025Company filing · Form 8-K · ResultsReported its results
2. Oct 20, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On October 20, 2025, Tessa N. Judge, Chief Legal Officer and Secretary of Helen of Troy Limited (the “Company”), notified the Company of her intention to voluntarily resign from the Company, effective November 28, 2025 (the “Effective Date”).”
3. Nov 4, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On November 4, 2025, the Board of Directors (the “Board”) of Helen of Troy Limited (the “Company”) approved the appointment of G. Scott Uzzell, the Chief Executive Officer of the Company, to serve as a director of the Company until the next annual general meeting of shareholders or until his successor has been duly elected or appointed, or until his earlier death, resignation or removal.”
4. Nov 25, 2025Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Helen Of Troy

OQRO holds no insider, Congress, fund or contract record for Helen Of Troy dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its HELE page.

How this filing works

• SEC Form 13F

Other disclosures at Helen Of Troy

• SEC Form 4Jul 16, 2025
• SEC Form 4Jul 15, 2025
• SEC Form 4Jul 15, 2025
• SEC Form 13F-HRMay 14, 2025
• SEC Form 13F-HRFeb 14, 2025
• SEC Form 13F-HRFeb 13, 2025

Everything OQRO holds on this company is on its HELE page.