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HLIO

HELIOS TECHNOLOGIES, INC.

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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.
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MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202602
Jul 202600
Aug 202600
Sep 202600
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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
July 01, 2022 Filed Jul 6, 2022 17:56 UTC
Matosevic JosefPresident and CEO
Exercise / conversionRestricted Stock Units · Derivative 1,709 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-22-040994 · doc4.xml · derivative · entry 5

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,709

Underlying: Common Stock · 1,709 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_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.

F3 · derivative.expiration_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 17:56 UTC
Matosevic JosefPresident and CEO
Tax withholdingCommon Stock 2,969 $64.82 $192,450.58
Disclosure

SEC source: 0001209191-22-040994 · doc4.xml · nonDerivative · entry 3

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,084

F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 17:56 UTC
Matosevic JosefPresident and CEO
Exercise / conversionCommon Stock 5,833 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-040994 · doc4.xml · nonDerivative · entry 2

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,053

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
July 01, 2022 Filed Jul 6, 2022 17:56 UTC
Matosevic JosefPresident and CEO
Exercise / conversionCommon Stock 1,709 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-040994 · doc4.xml · nonDerivative · entry 1

Matosevic Josef · CIK 0001492606 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,220

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
June 08, 2022 Filed Jun 10, 2022 16:02 UTC GrantRestricted Stock Units · Derivative 569 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-035737 · doc4.xml · derivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 569

Underlying: Common Stock · 569 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
June 08, 2022 Filed Jun 10, 2022 16:01 UTC GrantRestricted Stock Units · Derivative 900 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-035736 · doc4.xml · derivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 900

Underlying: Common Stock · 900 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
June 08, 2022 Filed Jun 10, 2022 16:01 UTC GrantRestricted Stock Units · Derivative 604 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-035735 · doc4.xml · derivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 604

Underlying: Common Stock · 604 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
June 08, 2022 Filed Jun 10, 2022 16:00 UTC GrantRestricted Stock Units · Derivative 604 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-035734 · doc4.xml · derivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 604

Underlying: Common Stock · 604 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
June 08, 2022 Filed Jun 10, 2022 15:59 UTC GrantRestricted Stock Units · Derivative 569 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-035731 · doc4.xml · derivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 569

Underlying: Common Stock · 569 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
June 08, 2022 Filed Jun 10, 2022 15:56 UTC
Sacchi DianaDirector
GrantRestricted Stock Units · Derivative 535 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-035727 · doc4.xml · derivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 535

Underlying: Common Stock · 535 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
April 28, 2022 Filed Jan 11, 2023 01:45 UTC
Morgan Jason LemarPresident, CVT
OtherCommon Stock 22.578 $68.71 $1,551.24
Disclosure

SEC source: 0001209191-23-002904 · doc4.xml · nonDerivative · entry 1

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Indirect · By 401(k) Plan Trust

Disclosed balance after: 0

F1 · kind: Disposition made pursuant to an election by the Reporting Person to rebalance their holdings under the Helios Technologies Inc. 401(k) Retirement Plan, which resulted in a discretionary transaction in shares of Helios Technologies, Inc. Common Stock.

Read SEC document
April 26, 2022 Filed Apr 28, 2022 18:45 UTC
Arduini MatteoPresident, QRC
Exercise / conversionRestricted Stock Units · Derivative 5,418 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-22-025942 · doc4.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,418 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 accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date.

F2 · derivative.expiration_date: Unless earlier accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date.

Read SEC document
April 26, 2022 Filed Apr 28, 2022 18:45 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 5,418 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-025942 · doc4.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,647

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
April 26, 2022 Filed Apr 28, 2022 18:46 UTC
Fulton Tricia LChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 7,740 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-22-025943 · doc4.xml · derivative · entry 4

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,740 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 accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date.

F5 · derivative.expiration_date: Unless earlier accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date.

Read SEC document
April 26, 2022 Filed Apr 28, 2022 18:46 UTC
Fulton Tricia LChief Financial Officer
Tax withholdingCommon Stock 3,046 $68.66 $209,138.36
Disclosure

SEC source: 0001209191-22-025943 · doc4.xml · nonDerivative · entry 2

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,791.69

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 (8.069 Q1 of 2022).

Read SEC document
April 26, 2022 Filed Apr 28, 2022 18:46 UTC
Fulton Tricia LChief Financial Officer
Exercise / conversionCommon Stock 7,740 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-025943 · doc4.xml · nonDerivative · entry 1

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,829.621

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, 2022 Filed Mar 11, 2022 19:59 UTC GrantRestricted Stock Units · Derivative 904 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018146 · doc4.xml · derivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 904

Underlying: Common Stock · 904 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 09, 2022 Filed Mar 11, 2022 19:58 UTC GrantRestricted Stock Units · Derivative 537 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018145 · doc4.xml · derivative · entry 1

BERTONECHE MARC · CIK 0001223461 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 537

Underlying: Common Stock · 537 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 09, 2022 Filed Mar 11, 2022 19:57 UTC GrantRestricted Stock Units · Derivative 572 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018144 · doc4.xml · derivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 572

Underlying: Common Stock · 572 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 09, 2022 Filed Mar 11, 2022 19:57 UTC GrantRestricted Stock Units · Derivative 607 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018143 · doc4.xml · derivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 607

Underlying: Common Stock · 607 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 09, 2022 Filed Mar 11, 2022 19:56 UTC GrantRestricted Stock Units · Derivative 607 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018142 · doc4.xml · derivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 607

Underlying: Common Stock · 607 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 09, 2022 Filed Mar 11, 2022 19:56 UTC GrantRestricted Stock Units · Derivative 572 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018141 · doc4.xml · derivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 572

Underlying: Common Stock · 572 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, 2022 Filed Mar 11, 2022 01:36 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018088 · doc4.xml · derivative · entry 4

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 250 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.expiration_date: n/a

Read SEC document
March 08, 2022 Filed Mar 11, 2022 01:36 UTC
Greenberg Marc AGeneral Counsel and Secretary
Tax withholdingCommon Stock 75 $70.81 $5,310.75
Disclosure

SEC source: 0001209191-22-018088 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 560.93

F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 01:36 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionCommon Stock 250 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018088 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 635.93

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, 2022 Filed Mar 2, 2022 00:40 UTC
Fulton Tricia LChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,080 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014389 · doc4.xml · derivative · entry 7

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,080

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.

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
February 28, 2022 Filed Mar 2, 2022 00:40 UTC
Fulton Tricia LChief Financial Officer
Tax withholdingCommon Stock 425 $78.41 $33,324.25
Disclosure

SEC source: 0001209191-22-014389 · doc4.xml · nonDerivative · entry 4

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,089.621

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, 2022 Filed Mar 2, 2022 00:40 UTC
Fulton Tricia LChief Financial Officer
Exercise / conversionCommon Stock 1,080 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014389 · doc4.xml · nonDerivative · entry 3

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,514.621

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, 2022 Filed Mar 2, 2022 00:38 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionRestricted Stock Units · Derivative 348 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014388 · doc4.xml · derivative · entry 7

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 348

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.

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
February 28, 2022 Filed Mar 2, 2022 00:38 UTC
Morgan Jason LemarPresident, CVT
Tax withholdingCommon Stock 137 $78.41 $10,742.17
Disclosure

SEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 4

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,278.618

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, 2022 Filed Mar 2, 2022 00:38 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionCommon Stock 348 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 3

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,415.618

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, 2022 Filed Mar 2, 2022 00:34 UTC
Arduini MatteoPresident, QRC
Exercise / conversionRestricted Stock Units · Derivative 437 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014383 · doc4.xml · derivative · entry 6

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 437

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.

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, 2022 Filed Mar 2, 2022 00:34 UTC
Arduini MatteoPresident, QRC
Tax withholdingCommon Stock 202 $78.41 $15,838.82
Disclosure

SEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 4

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,229

F3 · shares: 437 restricted stock units became fully vested on 2/28/2022, of which 202 were converted to cash to satisfy tax withholding obligations.

Read SEC document
February 28, 2022 Filed Mar 2, 2022 00:34 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 437 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 3

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,431

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 25, 2022 Filed Mar 2, 2022 00:40 UTC
Fulton Tricia LChief Financial Officer
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 7,742 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014389 · doc4.xml · derivative · entry 6

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,742 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 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

Read SEC document
February 25, 2022 Filed Mar 2, 2022 00:40 UTC
Fulton Tricia LChief Financial Officer
Tax withholdingCommon Stock 3,047 $105.17 $320,452.99
Disclosure

SEC source: 0001209191-22-014389 · doc4.xml · nonDerivative · entry 2

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,434.621

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 January 1, 2022.

Read SEC document
February 25, 2022 Filed Mar 2, 2022 00:40 UTC
Fulton Tricia LChief Financial Officer
Exercise / conversionCommon Stock 7,742 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014389 · doc4.xml · nonDerivative · entry 1

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,481.621

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 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

Read SEC document
February 25, 2022 Filed Mar 2, 2022 00:38 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 1,456 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014388 · 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 · 1,456 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 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

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February 25, 2022 Filed Mar 2, 2022 00:38 UTC
Morgan Jason LemarPresident, CVT
Tax withholdingCommon Stock 573 $105.17 $60,262.41
Disclosure

SEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 2

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,067.618

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 January 1, 2022.

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February 25, 2022 Filed Mar 2, 2022 00:38 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionCommon Stock 1,456 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 1

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,640.618

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 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

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February 25, 2022 Filed Mar 2, 2022 00:34 UTC
Arduini MatteoPresident, QRC
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 2,447 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014383 · 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 · 2,447 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 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

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February 25, 2022 Filed Mar 2, 2022 00:34 UTC
Arduini MatteoPresident, QRC
Tax withholdingCommon Stock 1,130 $105.17 $118,842.10
Disclosure

SEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,994

F2 · shares: 2447 restricted stock units became fully vested on 2/25/2022, of which 1130 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 January 1, 2022.

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February 25, 2022 Filed Mar 2, 2022 00:34 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 2,447 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,124

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 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.

Read SEC document
February 22, 2022 Filed Feb 25, 2022 01:42 UTC
Arduini MatteoPresident, QRC
Exercise / conversionRestricted Stock Units · Derivative 545 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-012910 · doc4.xml · derivative · entry 3

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 545 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: 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.

F3 · 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.

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February 22, 2022 Filed Feb 25, 2022 01:42 UTC
Arduini MatteoPresident, QRC
Tax withholdingCommon Stock 252 $74.52 $18,779.04
Disclosure

SEC source: 0001209191-22-012910 · doc4.xml · nonDerivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 677

F1 · shares: 545 restricted stock units became fully vested on 2/22/2022, of which 252 were converted to cash to satisfy tax withholding obligations.

Read SEC document
February 22, 2022 Filed Feb 25, 2022 01:42 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 545 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-012910 · doc4.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 929

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 22, 2022 Filed Feb 25, 2022 01:34 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionRestricted Stock Units · Derivative 324 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-012901 · doc4.xml · derivative · entry 4

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 324 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 22, 2022 Filed Feb 25, 2022 01:34 UTC
Morgan Jason LemarPresident, CVT
Tax withholdingCommon Stock 126 $74.52 $9,389.52
Disclosure

SEC source: 0001209191-22-012901 · doc4.xml · nonDerivative · entry 2

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,184.618

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
February 22, 2022 Filed Feb 25, 2022 01:34 UTC
Morgan Jason LemarPresident, CVT
Exercise / conversionCommon Stock 324 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-012901 · doc4.xml · nonDerivative · entry 1

Morgan Jason Lemar · CIK 0001866634 · President, CVT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,310.618

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 22, 2022 Filed Feb 25, 2022 01:32 UTC
Fulton Tricia LChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,721 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-012897 · doc4.xml · derivative · entry 4

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,721 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

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