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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 1 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 22, 2022 Filed Feb 25, 2022 01:32 UTC |
Fulton Tricia LChief Financial Officer
|
Tax withholdingCommon Stock | 672 | $74.52 | $50,077.44 |
DisclosureSEC source: 0001209191-22-012897 · doc4.xml · nonDerivative · entry 2 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,739.621 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 01:32 UTC |
Fulton Tricia LChief Financial Officer
|
Exercise / conversionCommon Stock | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012897 · doc4.xml · nonDerivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,411.621 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 |
| January 28, 2022 Filed Feb 1, 2022 19:12 UTC |
Morgan Jason LemarPresident, CVT
|
Exercise / conversionRestricted Stock Units · Derivative | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005842 · doc4.xml · derivative · entry 4 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503 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, 2022 Filed Feb 1, 2022 19:12 UTC |
Morgan Jason LemarPresident, CVT
|
Tax withholdingCommon Stock | 102 | $77.10 | $7,864.20 |
DisclosureSEC source: 0001209191-22-005842 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 986.618 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:12 UTC |
Morgan Jason LemarPresident, CVT
|
Exercise / conversionCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005842 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088.618 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 |
| January 28, 2022 Filed Feb 1, 2022 19:15 UTC |
Fulton Tricia LChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005844 · doc4.xml · derivative · entry 4 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 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, 2022 Filed Feb 1, 2022 19:15 UTC |
Fulton Tricia LChief Financial Officer
|
Tax withholdingCommon Stock | 436 | $77.10 | $33,615.60 |
DisclosureSEC source: 0001209191-22-005844 · doc4.xml · nonDerivative · entry 2 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,690.621 F2 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:15 UTC |
Fulton Tricia LChief Financial Officer
|
Exercise / conversionCommon Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005844 · doc4.xml · nonDerivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,126.621 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 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (7.8512 Q4 of 2021). Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:17 UTC |
Matosevic JosefPresident and CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005846 · doc4.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,276 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. 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. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:17 UTC |
Matosevic JosefPresident and CEO
|
Tax withholdingCommon Stock | 1,468 | $77.10 | $113,182.80 |
DisclosureSEC source: 0001209191-22-005846 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,511 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:17 UTC |
Matosevic JosefPresident and CEO
|
Exercise / conversionCommon Stock | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005846 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,979 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, 2022 Filed Feb 1, 2022 19:16 UTC |
Arduini MatteoOfficer
|
Exercise / conversionRestricted Stock Units · Derivative | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005845 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 769 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, 2022 Filed Feb 1, 2022 19:16 UTC |
Arduini MatteoOfficer
|
Exercise / conversionCommon Stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005845 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 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, 2022 Filed Feb 1, 2022 19:13 UTC |
Greenberg Marc AGeneral Counsel and Secretary
|
Exercise / conversionRestricted Stock Units · Derivative | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005843 · doc4.xml · derivative · entry 4 Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364 Underlying: Common Stock · 181 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, 2022 Filed Feb 1, 2022 19:13 UTC |
Greenberg Marc AGeneral Counsel and Secretary
|
Tax withholdingCommon Stock | 54 | $77.10 | $4,163.40 |
DisclosureSEC source: 0001209191-22-005843 · doc4.xml · nonDerivative · entry 2 Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385.93 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:13 UTC |
Greenberg Marc AGeneral Counsel and Secretary
|
Exercise / conversionCommon Stock | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005843 · doc4.xml · nonDerivative · entry 1 Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439.93 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 |
| January 28, 2022 Filed Feb 1, 2022 19:11 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
Exercise / conversionRestricted Stock Units · Derivative | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005841 · doc4.xml · derivative · entry 3 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,465 Underlying: Common Stock · 732 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, 2022 Filed Feb 1, 2022 19:11 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
Tax withholdingCommon Stock | 179 | $77.10 | $13,800.90 |
DisclosureSEC source: 0001209191-22-005841 · doc4.xml · nonDerivative · entry 2 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,530.3084 F2 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:11 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
Exercise / conversionCommon Stock | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005841 · doc4.xml · nonDerivative · entry 1 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,709.3084 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 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (1.8876 Q4 of 2021). Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 02:24 UTC |
Arduini MatteoOfficer
|
GrantRestricted Stock Units · Derivative | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001297 · doc4.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 Underlying: Common Stock · 1,303 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU 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. F1 · derivative.exercise_date: Each RSU 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. F1 · derivative.expiration_date: Each RSU 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 |
| January 03, 2022 Filed Jan 5, 2022 02:24 UTC |
Fulton Tricia LChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 3,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001293 · doc4.xml · derivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,503 Underlying: Common Stock · 3,503 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU 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. F1 · derivative.exercise_date: Each RSU 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. F1 · derivative.expiration_date: Each RSU 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 |
| January 03, 2022 Filed Jan 5, 2022 02:23 UTC |
Matosevic JosefPresident and CEO
|
GrantRestricted Stock Units · Derivative | 16,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001287 · doc4.xml · derivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,157 Underlying: Common Stock · 16,157 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU 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. F1 · derivative.exercise_date: Each RSU 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. F1 · derivative.expiration_date: Each RSU 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 |
| January 03, 2022 Filed Jan 5, 2022 02:22 UTC |
Morgan Jason LemarPresident, CVT
|
GrantRestricted Stock Units · Derivative | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001280 · doc4.xml · derivative · entry 5 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Common Stock · 1,460 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU 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. F4 · derivative.exercise_date: Each RSU 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. F4 · derivative.expiration_date: Each RSU 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 |
| January 03, 2022 Filed Mar 4, 2022 22:21 UTC |
Morgan Jason LemarPresident, CVT
|
GrantPerformance-Based Restricted Stock Units · Derivative | 1,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016413 · doc4.xml · derivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Common Stock · 1,460 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. Read SEC document |
| January 03, 2022 Filed Mar 4, 2022 22:19 UTC |
Matosevic JosefPresident and CEO
|
GrantPerformance-Based Restricted Stock Units · Derivative | 16,158 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016404 · doc4.xml · derivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,158 Underlying: Common Stock · 16,158 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. Read SEC document |
| January 03, 2022 Filed Mar 4, 2022 22:17 UTC |
Fulton Tricia LChief Financial Officer
|
GrantPerformance-Based Restricted Stock Units · Derivative | 3,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016400 · doc4.xml · derivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,503 Underlying: Common Stock · 3,503 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. Read SEC document |
| January 03, 2022 Filed Mar 4, 2022 22:14 UTC |
Arduini MatteoPresident, QRC
|
GrantPerformance-Based Restricted Stock Units · Derivative | 1,303 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016397 · doc4.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 Underlying: Common Stock · 1,303 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:22 UTC |
Morgan Jason LemarPresident, CVT
|
Exercise / conversionRestricted Stock Units · Derivative | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001280 · 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 · 1,126 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 granted to reporting person on 1/1/2021 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 1/1/2021, 100% of the awards vest and convert into Common Stock one year from the grant date. F3 · derivative.exercise_date: Each RSU granted to reporting person on 1/1/2021 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 1/1/2021, 100% of the awards vest and convert into Common Stock one year from the grant date. F3 · derivative.expiration_date: Each RSU granted to reporting person on 1/1/2021 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 1/1/2021, 100% of the awards vest and convert into Common Stock one year from the grant date. Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:22 UTC |
Morgan Jason LemarPresident, CVT
|
Tax withholdingCommon Stock | 503 | $105.17 | $52,900.51 |
DisclosureSEC source: 0001209191-22-001280 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837.618 Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:22 UTC |
Morgan Jason LemarPresident, CVT
|
Exercise / conversionCommon Stock | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001280 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340.618 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 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (52.4474 during Q3 and Q4 of 2021). Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:28 UTC |
Brown Laura DDirector
|
GrantCommon Stock | 1,000 | $100.62 | $100,620.00 |
DisclosureSEC source: 0001209191-21-068787 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,300 Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:27 UTC |
Schuetz AlexanderDirector
|
Tax withholdingCommon Stock | 300 | $100.62 | $30,186.00 |
DisclosureSEC source: 0001209191-21-068785 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,775 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1000 shares. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:27 UTC |
Schuetz AlexanderDirector
|
GrantCommon Stock | 1,000 | $100.62 | $100,620.00 |
DisclosureSEC source: 0001209191-21-068785 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,075 Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:26 UTC |
LEMAITRE PHILIPPEDirector
|
GrantCommon Stock | 1,375 | $100.62 | $138,352.50 |
DisclosureSEC source: 0001209191-21-068782 · doc4.xml · nonDerivative · entry 1 LEMAITRE PHILIPPE · CIK 0001059471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,213 Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:26 UTC |
Britt DouglasDirector
|
GrantCommon Stock | 1,000 | $100.62 | $100,620.00 |
DisclosureSEC source: 0001209191-21-068779 · doc4.xml · nonDerivative · entry 1 Britt Douglas · CIK 0001330988 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,600 Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:25 UTC |
BERTONECHE MARCDirector
|
GrantCommon Stock | 750 | $100.62 | $75,465.00 |
DisclosureSEC source: 0001209191-21-068778 · doc4.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,699 Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:25 UTC |
Chenanda CaryDirector
|
GrantCommon Stock | 1,000 | $100.62 | $100,620.00 |
DisclosureSEC source: 0001209191-21-068775 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550 Read SEC document |
| November 24, 2021 Filed Nov 26, 2021 21:07 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
SaleCommon Stock | 1,016 | $109.91 | $111,668.86 |
DisclosureSEC source: 0001209191-21-066925 · doc4.xml · nonDerivative · entry 3 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,975.4208 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2021. F4 · price: This transaction was executed in multiple trades at prices ranging from $109.77 to $110.07. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| November 24, 2021 Filed Nov 26, 2021 21:07 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
SaleCommon Stock | 2,253 | $109.10 | $245,804.55 |
DisclosureSEC source: 0001209191-21-066925 · doc4.xml · nonDerivative · entry 2 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,991.4208 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2021. F3 · price: This transaction was executed in multiple trades at prices ranging from $108.75 to $109.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| November 24, 2021 Filed Nov 26, 2021 21:07 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
SaleCommon Stock | 1,731 | $108.09 | $187,101.89 |
DisclosureSEC source: 0001209191-21-066925 · doc4.xml · nonDerivative · entry 1 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,244.4208 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $107.67 to $108.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 00:03 UTC |
BERTONECHE MARCDirector
|
SaleCommon Stock | 5,000 | $107.06 | $535,295.00 |
DisclosureSEC source: 0001209191-21-064566 · doc4.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,949 F1 · price: This transaction was executed in multiple trades at prices ranging from $106.9801 to $107.1500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| November 09, 2021 Filed Nov 10, 2021 19:28 UTC |
Fulton Tricia LChief Financial Officer
|
SaleCommon Stock | 1,500 | $105.00 | $157,500.00 |
DisclosureSEC source: 0001209191-21-063823 · doc4.xml · nonDerivative · entry 2 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,143.7698 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 26, 2021. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:28 UTC |
Fulton Tricia LChief Financial Officer
|
SaleCommon Stock | 2,000 | $100.02 | $200,035.00 |
DisclosureSEC source: 0001209191-21-063823 · doc4.xml · nonDerivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,643.7698 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 26, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $100.00 to $100.035. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. F3 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (8.2588 shares during the third quarter of 2021). Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:15 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
SaleCommon Stock | 1,000 | $100.07 | $100,074.00 |
DisclosureSEC source: 0001209191-21-063818 · doc4.xml · nonDerivative · entry 1 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,975.4208 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2021. F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (88.1428 during the third quarter of 2021). Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC |
Arduini MatteoOfficer
|
Exercise / conversionNon-qualified Stock Options (right to buy) · Derivative | 437 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · derivative · entry 4 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 Underlying: Common Stock · 437 shares Expires 2030-02-28 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: 33-1/3% of the options vest and became exercisable on each of the first three anniversaries of the grant date. Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC |
Arduini MatteoOfficer
|
SaleCommon Stock | 1,525 | $87.99 | $134,178.80 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · nonDerivative · entry 3 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: This transaction was executed in multiple trades at prices ranging from $87.63 to $88.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC |
Arduini MatteoOfficer
|
SaleCommon Stock | 437 | $87.91 | $38,418.37 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.74 to $88.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC |
Arduini MatteoOfficer
|
Exercise / conversionCommon Stock | 437 | $39.75 | $17,370.75 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,962 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 |
| September 27, 2021 Filed Sep 28, 2021 20:03 UTC |
Fulton Tricia LChief Financial Officer
|
SaleCommon Stock | 1,000 | $90.00 | $90,000.00 |
DisclosureSEC source: 0001209191-21-057910 · doc4.xml · nonDerivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,635.511 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 26, 2021. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 20:01 UTC |
Morgan Jason LemarPresident, CVT
|
SaleCommon Stock | 400 | $90.00 | $36,000.00 |
DisclosureSEC source: 0001209191-21-057907 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162.1706 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 8, 2021. 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.