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 28, 2020 Filed Mar 3, 2020 19:58 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
GrantNon-qualified Stock Options (right to buy) · Derivative | 2,657 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001692276-20-000013 · primary_doc.xml · derivative · entry 4 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,657 Underlying: Common Stock · 2,657 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 19:58 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
GrantRestricted Stock Units · Derivative | 2,657 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000013 · primary_doc.xml · derivative · entry 3 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,657 Underlying: Common Stock · 2,657 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 19:58 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
GrantPerformance-Based Restricted Stock Units · Derivative | 5,314 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000013 · primary_doc.xml · derivative · entry 2 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,314 Underlying: Common Stock · 5,314 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. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:27 UTC |
Fulton Tricia LChief Financial Officer
|
GrantNon-qualified Stock Options (right to buy) · Derivative | 3,239 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001692276-20-000012 · primary_doc.xml · derivative · entry 5 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,239 Underlying: Common Stock · 3,239 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. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:27 UTC |
Fulton Tricia LChief Financial Officer
|
GrantRestricted Stock Units · Derivative | 3,239 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000012 · primary_doc.xml · derivative · entry 4 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,239 Underlying: Common Stock · 3,239 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. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:27 UTC |
Fulton Tricia LChief Financial Officer
|
GrantPerformance-Based Restricted Stock Units · Derivative | 6,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000012 · primary_doc.xml · derivative · entry 3 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,478 Underlying: Common Stock · 6,478 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. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:09 UTC |
DANGEL WOLFGANG HDirector · President and CEO
|
GrantNon-qualified Stock Options (right to buy) · Derivative | 6,958 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001692276-20-000011 · primary_doc.xml · derivative · entry 5 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,958 Underlying: Common Stock · 6,958 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. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:09 UTC |
DANGEL WOLFGANG HDirector · President and CEO
|
GrantRestricted Stock Units · Derivative | 6,958 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000011 · primary_doc.xml · derivative · entry 4 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,958 Underlying: Common Stock · 6,958 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. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:09 UTC |
DANGEL WOLFGANG HDirector · President and CEO
|
GrantPerformance-Based Restricted Stock Units · Derivative | 13,915 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000011 · primary_doc.xml · derivative · entry 3 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,915 Underlying: Common Stock · 13,915 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. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 19:38 UTC |
Arduini MatteoOfficer
|
Exercise / conversionRestricted Stock Units · Derivative | 544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000010 · primary_doc.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089 Underlying: Common Stock · 544 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 |
| February 22, 2020 Filed Feb 25, 2020 19:38 UTC |
Arduini MatteoOfficer
|
Exercise / conversionCommon Stock | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000010 · primary_doc.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 19:01 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
Exercise / conversionRestricted Stock Units · Derivative | 407 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000009 · primary_doc.xml · derivative · entry 3 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,710 Underlying: Common Stock · 407 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 19:01 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
Tax withholdingCommon Stock | 407 | $41.82 | $17,020.74 |
DisclosureSEC source: 0001692276-20-000009 · primary_doc.xml · nonDerivative · entry 2 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,325.3446 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 |
| February 22, 2020 Filed Feb 25, 2020 19:01 UTC |
Nealis Melanie MChief Legal & Compliance Offic
|
Exercise / conversionCommon Stock | 1,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000009 · primary_doc.xml · nonDerivative · entry 1 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732.3446 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 (152.400 during the quarter ended June 29, 2019; 149.4324 during the quarter ended September 28, 2019; 182.3848 during the quarter ended December 28, 2019; and 1.1274 dividend reinvestment shares). Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 18:18 UTC |
McPeak Jinger JOfficer
|
Exercise / conversionRestricted Stock Units · Derivative | 570 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000008 · primary_doc.xml · derivative · entry 3 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,140 Underlying: Common Stock · 570 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 18:18 UTC |
McPeak Jinger JOfficer
|
Tax withholdingCommon Stock | 198 | $41.82 | $8,280.36 |
DisclosureSEC source: 0001692276-20-000008 · primary_doc.xml · nonDerivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,669.183 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 |
| February 22, 2020 Filed Feb 25, 2020 18:18 UTC |
McPeak Jinger JOfficer
|
Exercise / conversionCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000008 · primary_doc.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,867.183 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 (2.4878 dividend reinvestment shares). Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 17:31 UTC |
DANGEL WOLFGANG HDirector · President and CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 2,819 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000007 · primary_doc.xml · derivative · entry 4 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,638 Underlying: Common Stock · 2,819 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 17:31 UTC |
DANGEL WOLFGANG HDirector · President and CEO
|
Tax withholdingCommon Stock | 767 | $41.82 | $32,075.94 |
DisclosureSEC source: 0001692276-20-000007 · primary_doc.xml · nonDerivative · entry 2 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,728.5674 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 |
| February 22, 2020 Filed Feb 25, 2020 17:31 UTC |
DANGEL WOLFGANG HDirector · President and CEO
|
Exercise / conversionCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000007 · 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: 50,495.5674 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 (666.7597 during the quarter ended March 30, 2019; 59.6355 during the quarter ended June 29, 2019; and 22.2714 dividend reinvestment shares). Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 16:23 UTC |
Fulton Tricia LChief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,721 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000005 · primary_doc.xml · derivative · entry 4 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,442 Underlying: Common Stock · 1,721 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 16:23 UTC |
Fulton Tricia LChief Financial Officer
|
Tax withholdingCommon Stock | 511 | $41.82 | $21,370.02 |
DisclosureSEC source: 0001692276-20-000005 · primary_doc.xml · nonDerivative · entry 2 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,598.71 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 |
| February 22, 2020 Filed Feb 25, 2020 16:23 UTC |
Fulton Tricia LChief Financial Officer
|
Exercise / conversionCommon Stock | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000005 · primary_doc.xml · nonDerivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,109.71 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 (16.3553 dividend reinvestment shares). Read SEC document |
| February 22, 2020 Filed Feb 8, 2021 16:17 UTC Amendment |
Nealis Melanie MChief Legal & Compliance Offic
|
Exercise / conversionRestricted Stock Units · Derivative | 1,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-21-000008 · primary_doc.xml · derivative · entry 1 Nealis Melanie M · CIK 0001744724 · Chief Legal & Compliance Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,745 Underlying: Common Stock · 1,372 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 · shares: The reporting person is amending the transaction reported in the previously filed Form 4 to correct the Number of Derivative Securities Disposed (which was incorrectly reported as 407), and the Number of Derivative Securities Beneficially Owned Following Reported Transaction (which was incorrectly reported as 3,710). 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. F2 · derivative.underlying_shares: The reporting person is amending the transaction reported in the previously filed Form 4 to correct the Number of Derivative Securities Disposed (which was incorrectly reported as 407), and the Number of Derivative Securities Beneficially Owned Following Reported Transaction (which was incorrectly reported as 3,710). F2 · balance_after: The reporting person is amending the transaction reported in the previously filed Form 4 to correct the Number of Derivative Securities Disposed (which was incorrectly reported as 407), and the Number of Derivative Securities Beneficially Owned Following Reported Transaction (which was incorrectly reported as 3,710). Read SEC document |
| January 16, 2020 Filed Jan 17, 2020 19:37 UTC |
Fulton Tricia LChief Financial Officer
|
SaleCommon Stock | 1,500 | $48.00 | $72,000.00 |
DisclosureSEC source: 0001692276-20-000001 · primary_doc.xml · nonDerivative · entry 1 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,372.36 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 27, 2019. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 15:39 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 20,000 | $48.02 | $960,450.00 |
DisclosureSEC source: 0001692276-20-000002 · primary_doc.xml · nonDerivative · entry 1 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,029,377 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F2 · price: The range of prices for the transactions reported is $48.00 - $48.18. 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. F3 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 20:35 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 20,000 | $45.60 | $911,964.00 |
DisclosureSEC source: 0001692276-19-000021 · primary_doc.xml · nonDerivative · entry 1 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,049,377 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F2 · price: The range of prices for the transactions reported is $45.48 - $45.875. 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. F3 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 21:05 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 20,000 | $45.68 | $913,594.00 |
DisclosureSEC source: 0001692276-19-000020 · primary_doc.xml · nonDerivative · entry 2 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,069,377 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F4 · price: The range of prices for the transactions reported is $45.53 - $46.01. 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. F3 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| December 18, 2019 Filed Dec 20, 2019 21:05 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 20,000 | $45.82 | $916,408.00 |
DisclosureSEC source: 0001692276-19-000020 · primary_doc.xml · nonDerivative · entry 1 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,089,377 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F2 · price: The range of prices for the transactions reported is $45.40 - $46.25. 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. F3 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 21:44 UTC |
Britt DouglasDirector
|
SaleCommon Stock | 2,000 | $45.50 | $91,004.00 |
DisclosureSEC source: 0001692276-19-000019 · primary_doc.xml · nonDerivative · entry 1 Britt Douglas · CIK 0001330988 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 F1 · price: The range of prices for the transactions reported is $45.05 - $45.93. 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 |
| December 17, 2019 Filed Dec 18, 2019 20:57 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 20,000 | $45.42 | $908,390.00 |
DisclosureSEC source: 0001692276-19-000018 · primary_doc.xml · nonDerivative · entry 3 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,109,377 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F5 · price: The range of prices for the transactions reported is $45.00 - $45.84. 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 F3 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 20:57 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 6,331 | $47.06 | $297,926.73 |
DisclosureSEC source: 0001692276-19-000018 · primary_doc.xml · nonDerivative · entry 2 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,129,377 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F4 · price: The range of prices for the transactions reported is $46.54 - $47.39. 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. F3 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 20:57 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 13,669 | $45.96 | $628,270.98 |
DisclosureSEC source: 0001692276-19-000018 · primary_doc.xml · nonDerivative · entry 1 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,135,708 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F2 · price: The range of prices for the transactions reported is $45.53 - $46.46. 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. F3 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:32 UTC |
Schuetz AlexanderDirector
|
OtherCommon Stock | 300 | $46.25 | $13,875.00 |
DisclosureSEC source: 0001692276-19-000014 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,140 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:32 UTC |
Schuetz AlexanderDirector
|
GrantCommon Stock | 1,000 | $46.25 | $46,250.00 |
DisclosureSEC source: 0001692276-19-000014 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,440 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:54 UTC |
Britt DouglasDirector
|
GrantCommon Stock | 1,000 | $46.25 | $46,250.00 |
DisclosureSEC source: 0001692276-19-000016 · primary_doc.xml · nonDerivative · entry 1 Britt Douglas · CIK 0001330988 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 20:01 UTC |
Guglielmo KennonDirector
|
GrantCommon Stock | 750 | $46.25 | $34,687.50 |
DisclosureSEC source: 0001692276-19-000017 · primary_doc.xml · nonDerivative · entry 1 Guglielmo Kennon · CIK 0001619230 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:40 UTC |
Grzelak David WDirector
|
GrantCommon Stock | 1,000 | $46.25 | $46,250.00 |
DisclosureSEC source: 0001692276-19-000015 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,750 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:25 UTC |
LEMAITRE PHILIPPEDirector
|
GrantCommon Stock | 1,375 | $46.25 | $63,593.75 |
DisclosureSEC source: 0001692276-19-000013 · primary_doc.xml · nonDerivative · entry 1 LEMAITRE PHILIPPE · CIK 0001059471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,238 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:09 UTC |
BERTONECHE MARCDirector
|
GrantCommon Stock | 750 | $46.25 | $34,687.50 |
DisclosureSEC source: 0001692276-19-000011 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,149 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:19 UTC |
KOSKI CHRISTINE LDirector
|
GrantCommon Stock | 750 | $46.25 | $34,687.50 |
DisclosureSEC source: 0001692276-19-000012 · primary_doc.xml · nonDerivative · entry 1 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,811 Read SEC document |
| November 12, 2019 Filed Nov 13, 2019 19:39 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 6,420 | $46.20 | $296,627.75 |
DisclosureSEC source: 0001692276-19-000010 · primary_doc.xml · nonDerivative · entry 2 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,061 F2 · price: The range of prices for the transactions reported is $46.00 - $46.35. 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 |
| November 11, 2019 Filed Nov 13, 2019 19:39 UTC |
KOSKI CHRISTINE LDirector
|
SaleCommon Stock | 6,421 | $45.34 | $291,153.18 |
DisclosureSEC source: 0001692276-19-000010 · primary_doc.xml · nonDerivative · entry 1 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,481 F1 · price: The range of prices for the transactions reported is $45.00 - $45.725. 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 |
| November 05, 2019 Filed Nov 7, 2019 16:57 UTC |
Fulton Tricia LChief Financial Officer
|
SaleCommon Stock | 1,500 | $45.00 | $67,500.00 |
DisclosureSEC source: 0001692276-19-000009 · primary_doc.xml · nonDerivative · entry 3 Fulton Tricia L · CIK 0001355892 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,872.36 F3 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 27, 2019. F4 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (222.77 during the quarter ended March 30, 2019; 144.30 during the quarter ended June 29, 2019; and 67.15 additional dividend reinvestment shares). Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 19:19 UTC |
KOSKI CHRISTINE LDirector
|
OtherCommon Stock | 491,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-19-000007 · primary_doc.xml · nonDerivative · entry 1 KOSKI CHRISTINE L · CIK 0001234878 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Koski Family Limited Partnership Disclosed balance after: 1,149,377 F1 · balance_after: On October 15, 2019, Koski Family Limited Partnership distributed 491,116 shares of Helios, Inc. common stock to two of its partners. F2 · ownership.direct: Ms. Koski disclaims beneficial ownership of shares held by Koski Family Limited Partnership to which she does not have a pecuniary interest. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:34 UTC |
Britt DouglasDirector
|
GrantCommon Stock | 1,000 | $42.98 | $42,980.00 |
DisclosureSEC source: 0001330988-19-000003 · 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 |
| September 20, 2019 Filed Sep 24, 2019 19:39 UTC |
Guglielmo KennonDirector
|
GrantCommon Stock | 750 | $42.98 | $32,235.00 |
DisclosureSEC source: 0001692276-19-000006 · primary_doc.xml · nonDerivative · entry 1 Guglielmo Kennon · CIK 0001619230 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:26 UTC |
Grzelak David WDirector
|
GrantCommon Stock | 750 | $42.98 | $32,235.00 |
DisclosureSEC source: 0001371538-19-000003 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,750 Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:18 UTC |
Schuetz AlexanderDirector
|
OtherCommon Stock | 300 | $42.98 | $12,894.00 |
DisclosureSEC source: 0001610011-19-000003 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,440 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:18 UTC |
Schuetz AlexanderDirector
|
GrantCommon Stock | 1,000 | $42.98 | $42,980.00 |
DisclosureSEC source: 0001610011-19-000003 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,740 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.