{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NASDAQ/HELE",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# HELEN OF TROY LTD (NASDAQ: HELE) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is HELEN OF TROY LTD, listed on NASDAQ under ticker HELE. Its ISIN is USG4388N1066 and its LEI is not on the record (no GLEIF record with the exact legal name in jurisdiction US-D0). Its security type is Corporate, its segment is not on the record, and its sector is 3634 Electric Housewares & Fans. Its jurisdiction is Bermuda. Its status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 70 filings in the twelve months to 2026-11-08, on 30 filing days. Of these, 41 are directors' dealings, 13 are regulatory filings, 8 are results, 3 are AGM or EGM filings, 3 are corporate news and 2 are director changes. The median gap between filing days is 7 days. The latest filing is a regulatory filing dated 2026-11-04, 4 days before the record date. On NASDAQ the median cadence gap is 6.0 days, the median filings count is 52, and the median latency is 5.0 days. The sector holds 4 issuers, fewer than five, so no sector median is stated.\n\n## Auditor\n\nThe auditor of record is GRANT THORNTON LLP, located in Dallas, Texas. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record (EDGAR states no dated change of state of incorporation on a filing line). The segment move is not on the record (the exchanges' tier transfers are not EDGAR filings). The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's own investor-relations page.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage is sealed. The issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0000916789.json (identity.jurisdiction)\n- https://mcp.us-cm-kg.ai/events/NASDAQ/HELE (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/916789/000091678926000048/hele-20260228.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NASDAQ/HELE (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/916789/000091678926000048/hele-20260228.htm",
    "state": "sourced",
    "value": "GRANT THORNTON LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/916789/000091678926000048/hele-20260228.htm",
    "state": "sourced",
    "value": "248"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/916789/000091678926000048/hele-20260228.htm",
    "state": "sourced",
    "value": "Dallas, Texas"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NASDAQ/HELE",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [
    {
     "page": "https://investor.helenoftroy.com/stock-info/analyst-coverage/default.aspx",
     "result": "read: 0 of 0 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 4359,
     "median_cadence_gap_days": 6,
     "median_filings": 52,
     "median_latency_days": 5,
     "name": "NASDAQ"
    },
    "sector": {
     "issuers": 4,
     "name": "3634 Electric Housewares & Fans",
     "note": "fewer than five issuers on this node: no median is stated"
    }
   },
   "by_type": {
    "agm_egm": 3,
    "corporate_news": 3,
    "director_change": 2,
    "directors_dealings": 41,
    "regulatory_filing": 13,
    "results": 8
   },
   "cadence_median_gap_days": 7,
   "filing_days": 30,
   "filings": 70,
   "latency_days": 4,
   "latest": [
    {
     "category": "DFAN14A",
     "date": "2026-11-04",
     "source": "https://www.sec.gov/Archives/edgar/data/916789/000095010326016906/dp256291_dfan14a.htm",
     "title": "DFAN14A — FORM DFAN14A",
     "type": "regulatory_filing"
    },
    {
     "category": "DEFA14A",
     "date": "2026-11-04",
     "source": "https://www.sec.gov/Archives/edgar/data/916789/000091678926000145/fy27_hele14a-12.htm",
     "title": "DEFA14A — DEFA14A",
     "type": "agm_egm"
    },
    {
     "category": "8-K",
     "date": "2026-11-04",
     "source": "https://www.sec.gov/Archives/edgar/data/916789/000091678926000141/hele-20261104.htm",
     "title": "8-K — FORM 8-K (items 7.01,9.01)",
     "type": "corporate_news"
    },
    {
     "category": "SCHEDULE 13G",
     "date": "2026-10-30",
     "source": "https://www.sec.gov/Archives/edgar/data/916789/000210011926001632/xslSCHEDULE_13G_X02/primary_doc.xml",
     "title": "SCHEDULE 13G",
     "type": "regulatory_filing"
    },
    {
     "category": "144",
     "date": "2026-10-13",
     "source": "https://www.sec.gov/Archives/edgar/data/916789/000195917326007356/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    }
   ],
   "latest_filing_date": "2026-11-04",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/HELE",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NASDAQ"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-09-22",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "USG4388N1066"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000916789.json",
    "state": "sourced",
    "value": "Bermuda"
   },
   "lei": {
    "market": "US",
    "reason": "no GLEIF record with the exact legal name in jurisdiction US-D0",
    "state": "not_on_record"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000916789.json",
    "state": "sourced",
    "value": "HELEN OF TROY LTD"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000916789.json",
    "state": "sourced",
    "value": "3634 Electric Housewares & Fans"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000916789.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "HELE"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:b5af6fb1a83554387fa1bdfe6659994fd6724234f468159f1af5b848747ffbc0",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NASDAQ/HELE",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:b5af6fb1a83554387fa1bdfe6659994fd6724234f468159f1af5b848747ffbc0",
 "path": "/us/NASDAQ/HELE",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is HELEN OF TROY LTD, listed on NASDAQ under ticker HELE. Its ISIN is USG4388N1066 and its LEI is not on the record (no GLEIF record with the exact legal name in jurisdiction US-D0). Its security type is Corporate, its segment is not on the record, and its sector is 3634 Electric Housewares & Fans. Its jurisdiction is Bermuda. Its status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 70 filings in the twelve months to 2026-11-08, on 30 filing days. Of these, 41 are directors' dealings, 13 are regulatory filings, 8 are results, 3 are AGM or EGM filings, 3 are corporate news and 2 are director changes. The median gap between filing days is 7 days. The latest filing is a regulatory filing dated 2026-11-04, 4 days before the record date. On NASDAQ the median cadence gap is 6.0 days, the median filings count is 52, and the median latency is 5.0 days. The sector holds 4 issuers, fewer than five, so no sector median is stated.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is GRANT THORNTON LLP, located in Dallas, Texas. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record (EDGAR states no dated change of state of incorporation on a filing line). The segment move is not on the record (the exchanges' tier transfers are not EDGAR filings). The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's own investor-relations page.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage is sealed. The issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0000916789.json"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/HELE"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/916789/000091678926000048/hele-20260228.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NASDAQ/HELE"
  }
 ],
 "title": "HELEN OF TROY LTD (HELE) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}