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HLIO

HELIOS TECHNOLOGIES, INC.

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Tapewire entity
4399
SEC CIK
0001024795
Parsed reports
649

Last 12 months

Inside the activity.

0 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202602
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 09, 2023 Filed Mar 10, 2023 18:21 UTC Exercise / conversionRestricted Stock Units · Derivative 904 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017751 · doc4.xml · derivative · entry 3

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 904 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:21 UTC Exercise / conversionCommon Stock 904 $68.56 $61,978.24
Disclosure

SEC source: 0001209191-23-017751 · doc4.xml · nonDerivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,117

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:21 UTC Exercise / conversionRestricted Stock Units · Derivative 607 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017750 · doc4.xml · derivative · entry 3

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 607 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:21 UTC Exercise / conversionCommon Stock 607 $68.56 $41,615.92
Disclosure

SEC source: 0001209191-23-017750 · doc4.xml · nonDerivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,907

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:18 UTC Exercise / conversionRestricted Stock Units · Derivative 572 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017748 · doc4.xml · derivative · entry 3

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 572 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:18 UTC Exercise / conversionCommon Stock 572 $68.56 $39,216.32
Disclosure

SEC source: 0001209191-23-017748 · doc4.xml · nonDerivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,122

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:20 UTC Exercise / conversionRestricted Stock Units · Derivative 607 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017749 · doc4.xml · derivative · entry 3

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 607 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:20 UTC Exercise / conversionCommon Stock 607 $68.56 $41,615.92
Disclosure

SEC source: 0001209191-23-017749 · doc4.xml · nonDerivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,207

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:15 UTC Exercise / conversionRestricted Stock Units · Derivative 572 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017746 · doc4.xml · derivative · entry 4

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 572 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3 · derivative.exercise_date: N/A

F3 · derivative.expiration_date: N/A

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:15 UTC Tax withholdingCommon Stock 172 $68.56 $11,792.32
Disclosure

SEC source: 0001209191-23-017746 · doc4.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,175

F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

Read SEC document
March 09, 2023 Filed Mar 10, 2023 18:15 UTC Exercise / conversionCommon Stock 572 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017746 · doc4.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,347

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 08, 2023 Filed Mar 10, 2023 18:21 UTC GrantRestricted Stock Units · Derivative 938 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017751 · doc4.xml · derivative · entry 2

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 938

Underlying: Common Stock · 938 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2023 Filed Mar 10, 2023 18:21 UTC GrantRestricted Stock Units · Derivative 629 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017750 · doc4.xml · derivative · entry 2

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 629

Underlying: Common Stock · 629 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2023 Filed Mar 10, 2023 18:18 UTC GrantRestricted Stock Units · Derivative 593 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017748 · doc4.xml · derivative · entry 2

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 593

Underlying: Common Stock · 593 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2023 Filed Mar 10, 2023 18:20 UTC GrantRestricted Stock Units · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017749 · doc4.xml · derivative · entry 2

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 557

Underlying: Common Stock · 557 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2023 Filed Mar 10, 2023 18:17 UTC
Sacchi DianaDirector
GrantRestricted Stock Units · Derivative 629 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017747 · doc4.xml · derivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 629

Underlying: Common Stock · 629 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2023 Filed Mar 10, 2023 18:15 UTC GrantRestricted Stock Units · Derivative 593 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-017746 · doc4.xml · derivative · entry 3

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 593

Underlying: Common Stock · 593 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3 · derivative.expiration_date: N/A

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:31 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionRestricted Stock Units · Derivative 348 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014547 · doc4.xml · derivative · entry 6

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 348 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:31 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 1,926 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014547 · doc4.xml · derivative · entry 5

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,926 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:31 UTC
Morgan Jason LemarPresident, CVT
Tax withholdingCommon Stock 147 $67.74 $9,957.78
Disclosure

SEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 4

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,393.288

F3 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:31 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionCommon Stock 348 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 3

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,540.288

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:31 UTC
Morgan Jason LemarPresident, CVT
Tax withholdingCommon Stock 814 $54.44 $44,314.16
Disclosure

SEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 2

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,192.288

F2 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:31 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionCommon Stock 1,926 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 1

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,006.288

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:30 UTC
Arduini MatteoPresident, QRC
Exercise / conversionRestricted Stock Units · Derivative 437 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014544 · doc4.xml · derivative · entry 5

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 437 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:30 UTC
Arduini MatteoPresident, QRC
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 5,143 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014544 · doc4.xml · derivative · entry 4

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,143 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:30 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 437 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014544 · doc4.xml · nonDerivative · entry 3

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,745

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:30 UTC
Arduini MatteoPresident, QRC
Tax withholdingCommon Stock 2,300 $54.44 $125,212.00
Disclosure

SEC source: 0001209191-23-014544 · doc4.xml · nonDerivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,308

F2 · shares: 5143 restricted stock units became fully vested on 2/28/2023, of which 2300 were converted to cash to satisfy tax withholding obligations. Tax withholding was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:30 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 5,143 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014544 · doc4.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,608

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:29 UTC
Matosevic JosefPresident and CEO
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 20,408 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014543 · doc4.xml · derivative · entry 4

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,408 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:29 UTC
Matosevic JosefPresident and CEO
Tax withholdingCommon Stock 8,031 $54.44 $437,207.64
Disclosure

SEC source: 0001209191-23-014543 · doc4.xml · nonDerivative · entry 2

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,783

F2 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:29 UTC
Matosevic JosefPresident and CEO
Exercise / conversionCommon Stock 20,408 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014543 · doc4.xml · nonDerivative · entry 1

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,814

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:28 UTC
Fulton Tricia LEVP, Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,080 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014540 · doc4.xml · derivative · entry 7

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,080 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:28 UTC
Fulton Tricia LEVP, Chief Financial Officer
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 12,894 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014540 · doc4.xml · derivative · entry 6

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,894 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:28 UTC
Fulton Tricia LEVP, Chief Financial Officer
Tax withholdingCommon Stock 425 $67.74 $28,789.50
Disclosure

SEC source: 0001209191-23-014540 · doc4.xml · nonDerivative · entry 4

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,457.7394

F3 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:28 UTC
Fulton Tricia LEVP, Chief Financial Officer
Exercise / conversionCommon Stock 1,080 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014540 · doc4.xml · nonDerivative · entry 3

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,882.7394

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:28 UTC
Fulton Tricia LEVP, Chief Financial Officer
Tax withholdingCommon Stock 5,074 $54.44 $276,228.56
Disclosure

SEC source: 0001209191-23-014540 · doc4.xml · nonDerivative · entry 2

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,802.7394

F2 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 20:28 UTC
Fulton Tricia LEVP, Chief Financial Officer
Exercise / conversionCommon Stock 12,894 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014540 · doc4.xml · nonDerivative · entry 1

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,876.7394

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%.

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January 28, 2023 Filed Jan 31, 2023 20:24 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionRestricted Stock Units · Derivative 251 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005670 · doc4.xml · derivative · entry 3

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252

Underlying: Common Stock · 251 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:24 UTC
Morgan Jason LemarPresident, CVT
Tax withholdingCommon Stock 113 $66.19 $7,479.47
Disclosure

SEC source: 0001209191-23-005670 · doc4.xml · nonDerivative · entry 2

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,080.288

F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:24 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionCommon Stock 251 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005670 · doc4.xml · nonDerivative · entry 1

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,193.288

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:24 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 182 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005669 · doc4.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182

Underlying: Common Stock · 182 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F6 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F6 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:24 UTC
Greenberg Marc AGeneral Counsel and Secretary
Tax withholdingCommon Stock 82 $66.19 $5,427.58
Disclosure

SEC source: 0001209191-23-005669 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 843.2686

F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:24 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionCommon Stock 182 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005669 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 925.2686

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:23 UTC
Matosevic JosefPresident and CEO
Exercise / conversionRestricted Stock Units · Derivative 3,638 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005668 · doc4.xml · derivative · entry 4

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,638

Underlying: Common Stock · 3,638 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:23 UTC
Matosevic JosefPresident and CEO
Tax withholdingCommon Stock 1,432 $66.19 $94,784.08
Disclosure

SEC source: 0001209191-23-005668 · doc4.xml · nonDerivative · entry 2

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,406

F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:23 UTC
Matosevic JosefPresident and CEO
Exercise / conversionCommon Stock 3,638 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005668 · doc4.xml · nonDerivative · entry 1

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,838

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:23 UTC
Arduini MatteoPresident, QRC
Exercise / conversionRestricted Stock Units · Derivative 384 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005667 · doc4.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385

Underlying: Common Stock · 384 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:23 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 384 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005667 · doc4.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,465

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:17 UTC
Fulton Tricia LEVP, Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 975 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005666 · doc4.xml · derivative · entry 4

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 976

Underlying: Common Stock · 975 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:17 UTC
Fulton Tricia LEVP, Chief Financial Officer
Tax withholdingCommon Stock 429 $66.19 $28,395.51
Disclosure

SEC source: 0001209191-23-005666 · doc4.xml · nonDerivative · entry 2

Fulton Tricia L · CIK 0001355892 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,982.7394

F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.