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NYSE · USD

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
December 05, 2025 Filed Dec 9, 2025 22:03 UTC Exercise / conversionRestricted Stock Units · Derivative 738 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-312923 · ownership.xml · derivative · entry 2

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 738 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 22:03 UTC Exercise / conversionCommon Stock 738 $54.19 $39,992.22
Disclosure

SEC source: 0001193125-25-312923 · ownership.xml · nonDerivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,639

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
December 05, 2025 Filed Dec 9, 2025 22:01 UTC Exercise / conversionRestricted Stock Units · Derivative 786 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-312918 · ownership.xml · derivative · entry 3

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 786 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 22:01 UTC Tax withholdingCommon Stock 236 $54.19 $12,788.84
Disclosure

SEC source: 0001193125-25-312918 · ownership.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,277

Read SEC document
December 05, 2025 Filed Dec 9, 2025 22:01 UTC Exercise / conversionCommon Stock 786 $54.19 $42,593.34
Disclosure

SEC source: 0001193125-25-312918 · ownership.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,513

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
November 05, 2025 Filed Nov 12, 2025 21:04 UTC
Sacchi DianaDirector
SaleCommon Stock 620 $58.36 $36,180.10
Disclosure

SEC source: 0001193125-25-277516 · ownership.xml · nonDerivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,923

Read SEC document
October 27, 2025 Filed Oct 29, 2025 20:19 UTC GrantRestricted Stock Units · Derivative 6,500 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-256365 · ownership.xml · derivative · entry 1

Connaway Michael · CIK 0002025941 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,500

Underlying: Common Stock · 6,500 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 forfeited under the terms of the restricted stock units granted to reporting person on October 27, 2025, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the restricted stock units granted to reporting person on October 27, 2025, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
October 04, 2025 Filed Oct 7, 2025 21:18 UTC
Sacchi DianaDirector
Exercise / conversionRestricted Stock Units · Derivative 914 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-233653 · ownership.xml · derivative · entry 2

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 914 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
October 04, 2025 Filed Oct 7, 2025 21:18 UTC
Sacchi DianaDirector
Exercise / conversionCommon Stock 914 $52.77 $48,231.78
Disclosure

SEC source: 0001193125-25-233653 · ownership.xml · nonDerivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,543

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
October 04, 2025 Filed Oct 7, 2025 21:18 UTC Exercise / conversionRestricted Stock Units · Derivative 862 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-233652 · ownership.xml · derivative · entry 2

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 862 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
October 04, 2025 Filed Oct 7, 2025 21:18 UTC Exercise / conversionCommon Stock 862 $52.77 $45,487.74
Disclosure

SEC source: 0001193125-25-233652 · ownership.xml · nonDerivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,167

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
October 04, 2025 Filed Oct 7, 2025 21:18 UTC Exercise / conversionRestricted Stock Units · Derivative 810 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-233651 · ownership.xml · derivative · entry 2

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 810 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
October 04, 2025 Filed Oct 7, 2025 21:18 UTC Exercise / conversionCommon Stock 810 $52.77 $42,743.70
Disclosure

SEC source: 0001193125-25-233651 · ownership.xml · nonDerivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,901

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
October 04, 2025 Filed Oct 7, 2025 21:17 UTC Exercise / conversionRestricted Stock Units · Derivative 914 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-233650 · ownership.xml · derivative · entry 2

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 914 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
October 04, 2025 Filed Oct 7, 2025 21:17 UTC Exercise / conversionCommon Stock 914 $52.77 $48,231.78
Disclosure

SEC source: 0001193125-25-233650 · ownership.xml · nonDerivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,252

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
October 04, 2025 Filed Oct 7, 2025 21:17 UTC Exercise / conversionRestricted Stock Units · Derivative 862 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-233647 · ownership.xml · derivative · entry 3

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 862 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. Upon vesting, there is no expiration.

F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F2 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
October 04, 2025 Filed Oct 7, 2025 21:17 UTC Tax withholdingCommon Stock 259 $52.77 $13,667.43
Disclosure

SEC source: 0001193125-25-233647 · ownership.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,727

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
October 04, 2025 Filed Oct 7, 2025 21:17 UTC Exercise / conversionCommon Stock 862 $52.77 $45,487.74
Disclosure

SEC source: 0001193125-25-233647 · ownership.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,986

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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
Bagan SeanPresident, CEO , and CFO
Exercise / conversionRestricted Stock Units · Derivative 771 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-230121 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 771

Underlying: Common Stock · 771 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 of the first three anniversaries 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 of the first three anniversaries of the grant date.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
Bagan SeanPresident, CEO , and CFO
Tax withholdingCommon Stock 188 $52.39 $9,849.32
Disclosure

SEC source: 0001193125-25-230121 · ownership.xml · nonDerivative · entry 2

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,824

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
October 01, 2025 Filed Oct 3, 2025 20:06 UTC
Bagan SeanPresident, CEO , and CFO
Exercise / conversionCommon Stock 771 $52.39 $40,392.69
Disclosure

SEC source: 0001193125-25-230121 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,012

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 18, 2025 Filed Sep 22, 2025 20:09 UTC
Walsh Ian K.Director
GrantRestricted Stock Units · Derivative 697 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-211307 · ownership.xml · derivative · entry 1

Walsh Ian K. · CIK 0001742930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 697

Underlying: Common Stock · 697 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 20:09 UTC
Sacchi DianaDirector
GrantRestricted Stock Units · Derivative 787 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-211304 · ownership.xml · derivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 787

Underlying: Common Stock · 787 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 20:09 UTC GrantRestricted Stock Units · Derivative 742 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-211299 · ownership.xml · derivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 742

Underlying: Common Stock · 742 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 20:08 UTC GrantRestricted Stock Units · Derivative 1,174 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-211298 · ownership.xml · derivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,174

Underlying: Common Stock · 1,174 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 20:08 UTC GrantRestricted Stock Units · Derivative 742 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-211294 · ownership.xml · derivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 742

Underlying: Common Stock · 742 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 20:08 UTC GrantRestricted Stock Units · Derivative 787 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-211291 · ownership.xml · derivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 787

Underlying: Common Stock · 787 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:24 UTC
Arduini MatteoPresident of Hydraulics, FCT
Exercise / conversionRestricted Stock Units · Derivative 748 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-203621 · ownership.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747

Underlying: Common Stock · 748 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: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F2 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:24 UTC
Arduini MatteoPresident of Hydraulics, FCT
Exercise / conversionCommon Stock 748 $55.89 $41,805.72
Disclosure

SEC source: 0001193125-25-203621 · ownership.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,986

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 11, 2025 Filed Sep 15, 2025 20:24 UTC
Martich Frederick JosephPres. of Hydraulics, MCT
Exercise / conversionRestricted Stock Units · Derivative 748 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-203620 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747

Underlying: Common Stock · 748 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: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F3 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:24 UTC
Martich Frederick JosephPres. of Hydraulics, MCT
Tax withholdingCommon Stock 295 $55.89 $16,487.55
Disclosure

SEC source: 0001193125-25-203620 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,162

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
September 11, 2025 Filed Sep 15, 2025 20:24 UTC
Martich Frederick JosephPres. of Hydraulics, MCT
Exercise / conversionCommon Stock 748 $55.89 $41,805.72
Disclosure

SEC source: 0001193125-25-203620 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,457

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 11, 2025 Filed Sep 15, 2025 20:24 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 748 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-203618 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747

Underlying: Common Stock · 748 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: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F5 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:24 UTC
Greenberg Marc AGeneral Counsel and Secretary
Tax withholdingCommon Stock 295 $55.89 $16,487.55
Disclosure

SEC source: 0001193125-25-203618 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,504

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
September 11, 2025 Filed Sep 15, 2025 20:24 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionCommon Stock 748 $55.89 $41,805.72
Disclosure

SEC source: 0001193125-25-203618 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,799

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 11, 2025 Filed Sep 15, 2025 20:22 UTC
Bagan SeanPresident, CEO , and CFO
Exercise / conversionRestricted Stock Units · Derivative 748 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-203608 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747

Underlying: Common Stock · 748 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: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F3 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

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September 11, 2025 Filed Sep 15, 2025 20:22 UTC
Bagan SeanPresident, CEO , and CFO
Tax withholdingCommon Stock 183 $55.89 $10,227.87
Disclosure

SEC source: 0001193125-25-203608 · ownership.xml · nonDerivative · entry 2

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,241

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.

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September 11, 2025 Filed Sep 15, 2025 20:22 UTC
Bagan SeanPresident, CEO , and CFO
Exercise / conversionCommon Stock 748 $55.89 $41,805.72
Disclosure

SEC source: 0001193125-25-203608 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,424

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.

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September 11, 2025 Filed Sep 23, 2025 21:47 UTC
Evans Jeremy ScottChief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 374 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-213660 · ownership.xml · derivative · entry 3

Evans Jeremy Scott · CIK 0002087711 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 374

Underlying: Common Stock · 374 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: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F3 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

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September 11, 2025 Filed Sep 23, 2025 21:47 UTC
Evans Jeremy ScottChief Accounting Officer
Tax withholdingCommon Stock 92 $55.89 $5,141.88
Disclosure

SEC source: 0001193125-25-213660 · ownership.xml · nonDerivative · entry 2

Evans Jeremy Scott · CIK 0002087711 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 477

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.

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September 11, 2025 Filed Sep 23, 2025 21:47 UTC
Evans Jeremy ScottChief Accounting Officer
Exercise / conversionCommon Stock 374 $55.89 $20,902.86
Disclosure

SEC source: 0001193125-25-213660 · ownership.xml · nonDerivative · entry 1

Evans Jeremy Scott · CIK 0002087711 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 569

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 07, 2025 Filed Jun 10, 2025 21:09 UTC Exercise / conversionRestricted Stock Units · Derivative 874 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-084457 · ownership.xml · derivative · entry 3

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 874 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. Upon vesting, there is no expiration.

F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F2 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

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June 07, 2025 Filed Jun 10, 2025 21:09 UTC Tax withholdingCommon Stock 263 $32.34 $8,505.42
Disclosure

SEC source: 0000950170-25-084457 · ownership.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,124

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
June 07, 2025 Filed Jun 10, 2025 21:09 UTC Exercise / conversionCommon Stock 874 $32.34 $28,265.16
Disclosure

SEC source: 0000950170-25-084457 · ownership.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,387

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 07, 2025 Filed Jun 10, 2025 21:09 UTC
Sacchi DianaDirector
Exercise / conversionRestricted Stock Units · Derivative 927 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-084456 · ownership.xml · derivative · entry 2

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 927 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
June 07, 2025 Filed Jun 10, 2025 21:09 UTC
Sacchi DianaDirector
Exercise / conversionCommon Stock 927 $32.34 $29,979.18
Disclosure

SEC source: 0000950170-25-084456 · ownership.xml · nonDerivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,629

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 07, 2025 Filed Jun 10, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 821 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-084454 · ownership.xml · derivative · entry 2

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 821 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
June 07, 2025 Filed Jun 10, 2025 21:08 UTC Exercise / conversionCommon Stock 821 $32.34 $26,551.14
Disclosure

SEC source: 0000950170-25-084454 · ownership.xml · nonDerivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,091

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 07, 2025 Filed Jun 10, 2025 21:08 UTC Exercise / conversionRestricted Stock Units · Derivative 927 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-084453 · ownership.xml · derivative · entry 2

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 927 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. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Read SEC document
June 07, 2025 Filed Jun 10, 2025 21:08 UTC Exercise / conversionCommon Stock 927 $32.34 $29,979.18
Disclosure

SEC source: 0000950170-25-084453 · ownership.xml · nonDerivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,338

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

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