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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
October 07, 2020 Filed Oct 8, 2020 18:19 UTC GrantCommon Stock 600 $39.12 $23,472.00
Disclosure

SEC source: 0001692276-20-000056 · primary_doc.xml · nonDerivative · entry 1

BERTONECHE MARC · CIK 0001223461 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,099

Read SEC document
September 14, 2020 Filed Sep 15, 2020 18:50 UTC SaleCommon Stock 545 $40.14 $21,873.58
Disclosure

SEC source: 0001692276-20-000055 · primary_doc.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,715

F2 · price: The range of prices for the transactions reported is $39.83 - $40.31. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
September 11, 2020 Filed Sep 15, 2020 18:50 UTC SaleCommon Stock 783 $39.74 $31,113.60
Disclosure

SEC source: 0001692276-20-000055 · primary_doc.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,260

F1 · price: The range of prices for the transactions reported is $39.60 - $39.99. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

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September 10, 2020 Filed Sep 10, 2020 21:19 UTC SaleCommon Stock 3,000 $39.61 $118,826.70
Disclosure

SEC source: 0001692276-20-000053 · primary_doc.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,715

F2 · price: The range of prices for the transactions reported is $39.60 - $39.71. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
September 10, 2020 Filed Sep 15, 2020 18:39 UTC Amendment SaleCommon Stock 1,672 $39.61 $66,226.08
Disclosure

SEC source: 0001692276-20-000054 · primary_doc.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,043

F1 · shares: The reporting person is amending the transaction reported in the previously filed Form 4 (filed on 9/10/2020) to correct the amount of shares sold on 9/10/2020 (which was incorrectly reported in the original Form 4 as 3,000 shares) and end of period holdings (which was incorrectly reported in the original Form 4 as 5,715 shares).

F2 · price: The range of prices for the transactions reported is $39.60 - $39.71. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

F1 · balance_after: The reporting person is amending the transaction reported in the previously filed Form 4 (filed on 9/10/2020) to correct the amount of shares sold on 9/10/2020 (which was incorrectly reported in the original Form 4 as 3,000 shares) and end of period holdings (which was incorrectly reported in the original Form 4 as 5,715 shares).

Read SEC document
August 28, 2020 Filed Aug 31, 2020 16:43 UTC SaleCommon Stock 3,000 $41.30 $123,900.00
Disclosure

SEC source: 0001692276-20-000052 · primary_doc.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,715

Read SEC document
August 14, 2020 Filed Sep 10, 2020 21:19 UTC SaleCommon Stock 3,000 $42.51 $127,529.70
Disclosure

SEC source: 0001692276-20-000053 · primary_doc.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,715

F1 · price: The range of prices for the transactions reported is $42.50 - $42.52. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
August 07, 2020 Filed Aug 11, 2020 16:56 UTC GrantCommon Stock 600 $41.54 $24,924.00
Disclosure

SEC source: 0001810385-20-000002 · primary_doc.xml · nonDerivative · entry 1

Yadley Gregory C · CIK 0001810385 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,210

F1 · balance_after: The Form 3 previously filed on 4/27/2020 listed the Amount of Securities Beneficially Owned as 6,611, which included a fractional share that was rounded up; the fractional share was subsequently disposed in connection with a change in custodian.

Read SEC document
August 07, 2020 Filed Aug 11, 2020 20:44 UTC GrantCommon Stock 600 $41.54 $24,924.00
Disclosure

SEC source: 0001692276-20-000051 · primary_doc.xml · nonDerivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 600

Read SEC document
August 07, 2020 Filed Aug 11, 2020 20:34 UTC GrantCommon Stock 600 $41.54 $24,924.00
Disclosure

SEC source: 0001692276-20-000050 · primary_doc.xml · nonDerivative · entry 1

Guglielmo Kennon · CIK 0001619230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,600

Read SEC document
August 07, 2020 Filed Aug 11, 2020 20:18 UTC OtherCommon Stock 300 $41.54 $12,462.00
Disclosure

SEC source: 0001692276-20-000048 · primary_doc.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,715

F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares.

Read SEC document
August 07, 2020 Filed Aug 11, 2020 20:18 UTC GrantCommon Stock 1,000 $41.54 $41,540.00
Disclosure

SEC source: 0001692276-20-000048 · primary_doc.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,015

Read SEC document
August 07, 2020 Filed Aug 11, 2020 20:28 UTC GrantCommon Stock 800 $41.54 $33,232.00
Disclosure

SEC source: 0001692276-20-000049 · primary_doc.xml · nonDerivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,300

Read SEC document
August 07, 2020 Filed Aug 11, 2020 20:09 UTC GrantCommon Stock 1,100 $41.54 $45,694.00
Disclosure

SEC source: 0001692276-20-000047 · primary_doc.xml · nonDerivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,713

Read SEC document
August 07, 2020 Filed Aug 11, 2020 20:03 UTC GrantCommon Stock 600 $41.54 $24,924.00
Disclosure

SEC source: 0001692276-20-000046 · primary_doc.xml · nonDerivative · entry 1

BERTONECHE MARC · CIK 0001223461 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,499

Read SEC document
August 07, 2020 Filed Aug 11, 2020 18:01 UTC GrantCommon Stock 600 $41.54 $24,924.00
Disclosure

SEC source: 0001496785-20-000003 · primary_doc.xml · nonDerivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 600

Read SEC document
July 09, 2020 Filed Jul 10, 2020 18:59 UTC
Nealis Melanie MChief Legal Comp Off and Sec
Tax withholdingCommon Stock 487 $33.64 $16,382.68
Disclosure

SEC source: 0001693321-20-000002 · primary_doc.xml · nonDerivative · entry 1

Nealis Melanie M · CIK 0001744724 · Chief Legal Comp Off and Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,214.3265

F1 · balance_after: Includes shares purchased and dividend reinvestment shares through the Helios Technologies, Inc. Employee Stock Purchase Plan (206.8171 during the quarter ended June 27, 2020).

Read SEC document
July 01, 2020 Filed Jul 6, 2020 21:20 UTC
Matosevic JosefDirector · President and CEO
GrantNon-qualified Stock Options (right to buy) · Derivative 5,127 $0.00 Strike: $35.04 $0.00
Disclosure

SEC source: 0001692276-20-000032 · primary_doc.xml · derivative · entry 3

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,127

Underlying: Common Stock · 5,127 shares

Expires 2030-07-01

F5 · derivative.exercise_date: Stock Options granted to reporting person on 7/1/2020; unless earlier forfeited under the terms of the Options, 33-1/3% of the options vest and become exercisable on each of the first three anniversaries of the grant date.

Read SEC document
July 01, 2020 Filed Jul 6, 2020 21:20 UTC
Matosevic JosefDirector · President and CEO
GrantRestricted Stock Units · Derivative 5,127 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000032 · primary_doc.xml · derivative · entry 2

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,127

Underlying: Common Stock · 5,127 shares

Expires not disclosed

F6 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F7 · derivative.exercise_date: Restricted stock units granted to reporting person on 7/1/2020; 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.

F7 · derivative.expiration_date: Restricted stock units granted to reporting person on 7/1/2020; 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, 2020 Filed Jul 6, 2020 21:20 UTC
Matosevic JosefDirector · President and CEO
GrantRestricted Stock Units · Derivative 17,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000032 · primary_doc.xml · derivative · entry 1

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 17,500 shares

Expires not disclosed

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

F4 · derivative.exercise_date: Restricted stock units granted to reporting person on 7/1/2020; 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: Restricted stock units granted to reporting person on 7/1/2020; 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
April 27, 2020 Filed Apr 29, 2020 17:40 UTC
Fulton Tricia LCFO, Interim President and CEO
GrantRestricted Stock Units · Derivative 7,740 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000028 · primary_doc.xml · derivative · entry 3

Fulton Tricia L · CIK 0001355892 · CFO, Interim President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,740

Underlying: Common Stock · 7,740 shares

Expires not disclosed

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

F4 · 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.

F4 · 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 27, 2020 Filed Apr 29, 2020 19:52 UTC GrantRestricted Stock Units · Derivative 5,418 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000030 · primary_doc.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,418

Underlying: Common Stock · 5,418 shares

Expires not disclosed

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 27, 2020 Filed Apr 29, 2020 19:27 UTC GrantRestricted Stock Units · Derivative 5,418 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001691811-20-000002 · primary_doc.xml · derivative · entry 2

McPeak Jinger J · CIK 0001691811 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,418

Underlying: Common Stock · 5,418 shares

Expires not disclosed

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

F3 · 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.

F3 · 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 27, 2020 Filed Apr 29, 2020 18:56 UTC GrantRestricted Stock Units · Derivative 5,418 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001777847-20-000002 · primary_doc.xml · derivative · entry 2

Menon Rajasekhar · CIK 0001777847 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,418

Underlying: Common Stock · 5,418 shares

Expires not disclosed

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 27, 2020 Filed Apr 29, 2020 18:15 UTC
Nealis Melanie MChief Legal-Comp Off and Sec
GrantRestricted Stock Units · Derivative 5,418 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000029 · primary_doc.xml · derivative · entry 2

Nealis Melanie M · CIK 0001744724 · Chief Legal-Comp Off and Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,418

Underlying: Common Stock · 5,418 shares

Expires not disclosed

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

F3 · 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.

F3 · 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 01, 2020 Filed Apr 3, 2020 16:31 UTC Exercise / conversionRestricted Stock Units · Derivative 1,030 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001777847-20-000001 · primary_doc.xml · derivative · entry 3

Menon Rajasekhar · CIK 0001777847 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,061

Underlying: Common Stock · 1,030 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: Restricted stock units granted to reporting person on 4/1/2019, 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.exercise_date: Restricted stock units granted to reporting person on 4/1/2019, 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: Restricted stock units granted to reporting person on 4/1/2019, 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
April 01, 2020 Filed Apr 3, 2020 16:31 UTC Tax withholdingCommon Stock 251 $34.50 $8,659.50
Disclosure

SEC source: 0001777847-20-000001 · primary_doc.xml · nonDerivative · entry 2

Menon Rajasekhar · CIK 0001777847 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,358.56

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.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 16:31 UTC Exercise / conversionCommon Stock 1,030 $34.50 $35,535.00
Disclosure

SEC source: 0001777847-20-000001 · primary_doc.xml · nonDerivative · entry 1

Menon Rajasekhar · CIK 0001777847 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,609.56

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 (2.2889 dividend reinvestment shares).

Read SEC document
March 06, 2020 Filed Mar 9, 2020 22:16 UTC GrantCommon Stock 1,000 $40.05 $40,050.00
Disclosure

SEC source: 0001692276-20-000026 · primary_doc.xml · nonDerivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,500

Read SEC document
March 06, 2020 Filed Mar 9, 2020 22:01 UTC GrantCommon Stock 1,375 $40.05 $55,068.75
Disclosure

SEC source: 0001692276-20-000024 · primary_doc.xml · nonDerivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,613

Read SEC document
March 06, 2020 Filed Mar 9, 2020 22:22 UTC GrantCommon Stock 750 $40.05 $30,037.50
Disclosure

SEC source: 0001692276-20-000027 · primary_doc.xml · nonDerivative · entry 1

Guglielmo Kennon · CIK 0001619230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Read SEC document
March 06, 2020 Filed Mar 9, 2020 22:07 UTC OtherCommon Stock 375 $40.05 $15,018.75
Disclosure

SEC source: 0001692276-20-000025 · primary_doc.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,015

F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,250 shares.

Read SEC document
March 06, 2020 Filed Mar 9, 2020 22:07 UTC GrantCommon Stock 1,250 $40.05 $50,062.50
Disclosure

SEC source: 0001692276-20-000025 · primary_doc.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,390

Read SEC document
March 06, 2020 Filed Mar 9, 2020 21:56 UTC GrantCommon Stock 750 $40.05 $30,037.50
Disclosure

SEC source: 0001692276-20-000023 · primary_doc.xml · nonDerivative · entry 1

KOSKI CHRISTINE L · CIK 0001234878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,561

Read SEC document
March 06, 2020 Filed Mar 9, 2020 21:46 UTC GrantCommon Stock 750 $40.05 $30,037.50
Disclosure

SEC source: 0001692276-20-000022 · primary_doc.xml · nonDerivative · entry 1

BERTONECHE MARC · CIK 0001223461 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,899

Read SEC document
March 06, 2020 Filed Mar 9, 2020 20:01 UTC Tax withholdingCommon Stock 237 $41.12 $9,745.44
Disclosure

SEC source: 0001691811-20-000001 · primary_doc.xml · nonDerivative · entry 1

McPeak Jinger J · CIK 0001691811 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,186.183

F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 833 shares of restricted stock granted to the reporting person on March 6, 2020.

Read SEC document
March 06, 2020 Filed Mar 9, 2020 19:54 UTC
Fulton Tricia LChief Financial Officer
Tax withholdingCommon Stock 1,072 $41.12 $44,080.64
Disclosure

SEC source: 0001692276-20-000021 · primary_doc.xml · nonDerivative · entry 1

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,552.71

F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 4,400 shares of restricted stock granted to the reporting person on March 6, 2018.

Read SEC document
March 06, 2020 Filed Mar 9, 2020 19:46 UTC
DANGEL WOLFGANG HDirector · President and CEO
Tax withholdingCommon Stock 1,461 $41.12 $60,076.32
Disclosure

SEC source: 0001692276-20-000020 · primary_doc.xml · nonDerivative · entry 1

DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,293.5674

F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 6,000 shares of restricted stock granted to the reporting person on March 6, 2018.

Read SEC document
March 03, 2020 Filed Mar 4, 2020 22:27 UTC
Fulton Tricia LChief Financial Officer
Tax withholdingCommon Stock 974 $41.24 $40,167.76
Disclosure

SEC source: 0001692276-20-000018 · primary_doc.xml · nonDerivative · entry 1

Fulton Tricia L · CIK 0001355892 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,624.71

F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 4,000 shares of restricted stock granted to the reporting person on March 3, 2017.

Read SEC document
March 03, 2020 Filed Mar 4, 2020 22:34 UTC Tax withholdingCommon Stock 246 $41.24 $10,145.04
Disclosure

SEC source: 0001692276-20-000019 · primary_doc.xml · nonDerivative · entry 1

McPeak Jinger J · CIK 0001691811 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,423.183

F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 750 shares of restricted stock granted to the reporting person on March 3, 2017.

Read SEC document
March 03, 2020 Filed Mar 4, 2020 22:20 UTC
DANGEL WOLFGANG HDirector · President and CEO
Tax withholdingCommon Stock 974 $41.24 $40,167.76
Disclosure

SEC source: 0001692276-20-000017 · primary_doc.xml · nonDerivative · entry 1

DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,754.5674

F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 4,000 shares of restricted stock granted to the reporting person on March 3, 2017.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 21:26 UTC GrantNon-qualified Stock Options (right to buy) · Derivative 1,311 $0.00 Strike: $39.75 $0.00
Disclosure

SEC source: 0001692276-20-000016 · primary_doc.xml · derivative · entry 4

Arduini Matteo · CIK 0001776741 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,311

Underlying: Common Stock · 1,311 shares

Expires 2030-02-28

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the Options, 33-1/3% of the options vest and become exercisable on each of the first three anniversaries of the grant date.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 21:26 UTC GrantRestricted Stock Units · Derivative 1,311 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000016 · primary_doc.xml · derivative · entry 3

Arduini Matteo · CIK 0001776741 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,311

Underlying: Common Stock · 1,311 shares

Expires not disclosed

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 of the first three anniversaries 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 of the first three anniversaries of the grant date.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 21:26 UTC GrantPerformance-Based Restricted Stock Units · Derivative 2,623 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000016 · primary_doc.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,623

Underlying: Common Stock · 2,623 shares

Expires not disclosed

F1 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (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 Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

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February 28, 2020 Filed Mar 3, 2020 20:45 UTC GrantNon-qualified Stock Options (right to buy) · Derivative 1,377 $0.00 Strike: $39.75 $0.00
Disclosure

SEC source: 0001692276-20-000015 · primary_doc.xml · derivative · entry 4

McPeak Jinger J · CIK 0001691811 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,377

Underlying: Common Stock · 1,377 shares

Expires 2030-02-28

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the Options, 33-1/3% of the options vest and become exercisable on each of the first three anniversaries of the grant date.

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February 28, 2020 Filed Mar 3, 2020 20:45 UTC GrantRestricted Stock Units · Derivative 1,377 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000015 · primary_doc.xml · derivative · entry 3

McPeak Jinger J · CIK 0001691811 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,377

Underlying: Common Stock · 1,377 shares

Expires not disclosed

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 of the first three anniversaries 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 of the first three anniversaries of the grant date.

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February 28, 2020 Filed Mar 3, 2020 20:45 UTC GrantPerformance-Based Restricted Stock Units · Derivative 2,755 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000015 · primary_doc.xml · derivative · entry 2

McPeak Jinger J · CIK 0001691811 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,755

Underlying: Common Stock · 2,755 shares

Expires not disclosed

F1 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (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 Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

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February 28, 2020 Filed Mar 3, 2020 20:23 UTC GrantNon-qualified Stock Options (right to buy) · Derivative 2,579 $0.00 Strike: $39.75 $0.00
Disclosure

SEC source: 0001692276-20-000014 · primary_doc.xml · derivative · entry 4

Menon Rajasekhar · CIK 0001777847 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,579

Underlying: Common Stock · 2,579 shares

Expires 2030-02-28

F6 · derivative.exercise_date: Unless earlier forfeited under the terms of the Options, 33-1/3% of the options vest and become exercisable on each of the first three anniversaries of the grant date.

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February 28, 2020 Filed Mar 3, 2020 20:23 UTC GrantRestricted Stock Units · Derivative 2,579 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000014 · primary_doc.xml · derivative · entry 3

Menon Rajasekhar · CIK 0001777847 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,579

Underlying: Common Stock · 2,579 shares

Expires not disclosed

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 of the first three anniversaries 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 of the first three anniversaries of the grant date.

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February 28, 2020 Filed Mar 3, 2020 20:23 UTC GrantPerformance-Based Restricted Stock Units · Derivative 5,159 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001692276-20-000014 · primary_doc.xml · derivative · entry 2

Menon Rajasekhar · CIK 0001777847 · Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,159

Underlying: Common Stock · 5,159 shares

Expires not disclosed

F2 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (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 Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.

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