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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
February 22, 2022 Filed Feb 25, 2022 01:32 UTC
Fulton Tricia LChief Financial Officer
Tax withholdingCommon Stock 672 $74.52 $50,077.44
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Exercise / conversionRestricted Stock Units · Derivative 384 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionCommon Stock 384 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantRestricted Stock Units · Derivative 1,303 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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January 01, 2022 Filed Jan 5, 2022 02:22 UTC
Morgan Jason LemarPresident, CVT
Tax withholdingCommon Stock 503 $105.17 $52,900.51
Disclosure

SEC 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
Disclosure

SEC 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).

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December 08, 2021 Filed Dec 9, 2021 21:28 UTC GrantCommon Stock 1,000 $100.62 $100,620.00
Disclosure

SEC 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

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December 08, 2021 Filed Dec 9, 2021 21:27 UTC Tax withholdingCommon Stock 300 $100.62 $30,186.00
Disclosure

SEC 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.

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December 08, 2021 Filed Dec 9, 2021 21:27 UTC GrantCommon Stock 1,000 $100.62 $100,620.00
Disclosure

SEC 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

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December 08, 2021 Filed Dec 9, 2021 21:26 UTC GrantCommon Stock 1,375 $100.62 $138,352.50
Disclosure

SEC 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 GrantCommon Stock 1,000 $100.62 $100,620.00
Disclosure

SEC 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

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December 08, 2021 Filed Dec 9, 2021 21:25 UTC GrantCommon Stock 750 $100.62 $75,465.00
Disclosure

SEC 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 GrantCommon Stock 1,000 $100.62 $100,620.00
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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November 12, 2021 Filed Nov 16, 2021 00:03 UTC SaleCommon Stock 5,000 $107.06 $535,295.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Exercise / conversionNon-qualified Stock Options (right to buy) · Derivative 437 $0.00 Strike: $39.75 $0.00
Disclosure

SEC 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 SaleCommon Stock 1,525 $87.99 $134,178.80
Disclosure

SEC 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 SaleCommon Stock 437 $87.91 $38,418.37
Disclosure

SEC 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 Exercise / conversionCommon Stock 437 $39.75 $17,370.75
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.