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

SEC source: 0000950170-25-084452 · 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 · 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.

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 21:07 UTC Exercise / conversionCommon Stock 874 $32.34 $28,265.16
Disclosure

SEC source: 0000950170-25-084452 · ownership.xml · nonDerivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,305

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 05, 2025 Filed Jun 9, 2025 20:15 UTC
Sacchi DianaDirector
GrantRestricted Stock Units · Derivative 1,369 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083748 · ownership.xml · derivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,369

Underlying: Common Stock · 1,369 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
June 05, 2025 Filed Jun 9, 2025 20:14 UTC GrantRestricted Stock Units · Derivative 1,291 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083740 · ownership.xml · derivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,291

Underlying: Common Stock · 1,291 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
June 05, 2025 Filed Jun 9, 2025 20:14 UTC GrantRestricted Stock Units · Derivative 2,042 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083738 · ownership.xml · derivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,042

Underlying: Common Stock · 2,042 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
June 05, 2025 Filed Jun 9, 2025 20:13 UTC GrantRestricted Stock Units · Derivative 1,291 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083737 · ownership.xml · derivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,291

Underlying: Common Stock · 1,291 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
June 05, 2025 Filed Jun 9, 2025 20:13 UTC GrantRestricted Stock Units · Derivative 1,369 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083735 · ownership.xml · derivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,369

Underlying: Common Stock · 1,369 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
March 13, 2025 Filed Mar 17, 2025 20:04 UTC GrantRestricted Stock Units · Derivative 1,249 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040227 · ownership.xml · derivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,249

Underlying: Common Stock · 1,249 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
March 13, 2025 Filed Mar 17, 2025 20:04 UTC GrantRestricted Stock Units · Derivative 1,862 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040228 · ownership.xml · derivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,862 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.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
March 13, 2025 Filed Mar 17, 2025 20:03 UTC GrantRestricted Stock Units · Derivative 1,106 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040224 · ownership.xml · derivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,106

Underlying: Common Stock · 1,106 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
March 13, 2025 Filed Mar 17, 2025 20:03 UTC GrantRestricted Stock Units · Derivative 1,177 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040222 · ownership.xml · derivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,177

Underlying: Common Stock · 1,177 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
March 13, 2025 Filed Mar 17, 2025 20:03 UTC GrantRestricted Stock Units · Derivative 1,177 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040225 · ownership.xml · derivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,177

Underlying: Common Stock · 1,177 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
March 13, 2025 Filed Mar 17, 2025 20:02 UTC
Sacchi DianaDirector
GrantRestricted Stock Units · Derivative 1,249 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-040221 · ownership.xml · derivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,249

Underlying: Common Stock · 1,249 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
March 07, 2025 Filed Mar 11, 2025 20:32 UTC Exercise / conversionRestricted Stock Units · Derivative 931 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-037214 · 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 · 931 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
March 07, 2025 Filed Mar 11, 2025 20:32 UTC Tax withholdingCommon Stock 280 $37.10 $10,388.00
Disclosure

SEC source: 0000950170-25-037214 · ownership.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,513

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
March 07, 2025 Filed Mar 11, 2025 20:32 UTC Exercise / conversionCommon Stock 931 $37.10 $34,540.10
Disclosure

SEC source: 0000950170-25-037214 · ownership.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,793

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
March 07, 2025 Filed Mar 11, 2025 20:32 UTC Exercise / conversionRestricted Stock Units · Derivative 931 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-037216 · 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 · 931 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
March 07, 2025 Filed Mar 11, 2025 20:32 UTC Exercise / conversionCommon Stock 931 $37.10 $34,540.10
Disclosure

SEC source: 0000950170-25-037216 · ownership.xml · nonDerivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,431

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
March 07, 2025 Filed Mar 11, 2025 20:32 UTC Exercise / conversionRestricted Stock Units · Derivative 987 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-037213 · 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 · 987 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
March 07, 2025 Filed Mar 11, 2025 20:32 UTC Exercise / conversionCommon Stock 987 $37.10 $36,617.70
Disclosure

SEC source: 0000950170-25-037213 · ownership.xml · nonDerivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,411

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
March 07, 2025 Filed Mar 11, 2025 20:31 UTC
Sacchi DianaDirector
Exercise / conversionRestricted Stock Units · Derivative 987 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-037210 · 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 · 987 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
March 07, 2025 Filed Mar 11, 2025 20:31 UTC
Sacchi DianaDirector
Exercise / conversionCommon Stock 987 $37.10 $36,617.70
Disclosure

SEC source: 0000950170-25-037210 · ownership.xml · nonDerivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,702

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
March 07, 2025 Filed Mar 11, 2025 20:31 UTC Exercise / conversionRestricted Stock Units · Derivative 875 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-037209 · 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 · 875 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
March 07, 2025 Filed Mar 11, 2025 20:31 UTC Exercise / conversionCommon Stock 875 $37.10 $32,462.50
Disclosure

SEC source: 0000950170-25-037209 · ownership.xml · nonDerivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,270

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
March 07, 2025 Filed Mar 11, 2025 20:31 UTC Exercise / conversionRestricted Stock Units · Derivative 1,472 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-037208 · ownership.xml · derivative · entry 2

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,472 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
March 07, 2025 Filed Mar 11, 2025 20:31 UTC Exercise / conversionCommon Stock 1,472 $37.10 $54,611.20
Disclosure

SEC source: 0000950170-25-037208 · ownership.xml · nonDerivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,178

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 27, 2025 Filed Mar 3, 2025 23:35 UTC
Bagan SeanPresident, CEO , and CFO
GrantPerformance Stock Options (right to buy) · Derivative 37,927 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031161 · ownership.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,927

Underlying: Common Stock · 37,927 shares

Expires not disclosed

F2 · derivative.exercise_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

F2 · derivative.expiration_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:35 UTC
Bagan SeanPresident, CEO , and CFO
GrantRestricted Stock Units · Derivative 17,714 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031161 · ownership.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,714

Underlying: Common Stock · 17,714 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:34 UTC
Wichlacz Lee FrancisPresident, Electronics
GrantPerformance Stock Options (right to buy) · Derivative 8,876 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031159 · ownership.xml · derivative · entry 2

Wichlacz Lee Francis · CIK 0001958409 · President, Electronics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,876

Underlying: Common Stock · 8,876 shares

Expires not disclosed

F2 · derivative.exercise_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

F2 · derivative.expiration_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:34 UTC
Wichlacz Lee FrancisPresident, Electronics
GrantRestricted Stock Units · Derivative 4,146 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031159 · ownership.xml · derivative · entry 1

Wichlacz Lee Francis · CIK 0001958409 · President, Electronics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,146

Underlying: Common Stock · 4,146 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:33 UTC
Greenberg Marc AGeneral Counsel and Secretary
GrantPerformance Stock Options (right to buy) · Derivative 11,835 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031156 · ownership.xml · derivative · entry 4

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,835

Underlying: Common Stock · 11,835 shares

Expires not disclosed

F4 · derivative.exercise_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

F4 · derivative.expiration_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:33 UTC
Greenberg Marc AGeneral Counsel and Secretary
GrantRestricted Stock Units · Derivative 5,528 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031156 · ownership.xml · derivative · entry 3

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,528

Underlying: Common Stock · 5,528 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F3 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F3 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

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February 27, 2025 Filed Mar 3, 2025 23:32 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
GrantPerformance Stock Options (right to buy) · Derivative 8,876 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031154 · ownership.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,876

Underlying: Common Stock · 8,876 shares

Expires not disclosed

F2 · derivative.exercise_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

F2 · derivative.expiration_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

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February 27, 2025 Filed Mar 3, 2025 23:32 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
GrantRestricted Stock Units · Derivative 4,146 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031154 · ownership.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,146

Underlying: Common Stock · 4,146 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

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February 27, 2025 Filed Mar 3, 2025 23:30 UTC
Arduini MatteoPresident of Hydraulics, EMEA
GrantPerformance Stock Options (right to buy) · Derivative 10,870 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031150 · ownership.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,870

Underlying: Common Stock · 10,870 shares

Expires not disclosed

F2 · derivative.exercise_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

F2 · derivative.expiration_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

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February 27, 2025 Filed Mar 3, 2025 23:30 UTC
Arduini MatteoPresident of Hydraulics, EMEA
GrantRestricted Stock Units · Derivative 5,077 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031150 · ownership.xml · derivative · entry 1

Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,077

Underlying: Common Stock · 5,077 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

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February 26, 2025 Filed Feb 27, 2025 16:21 UTC
Arduini MatteoPresident of Hydraulics, EMEA
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 404 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-028510 · ownership.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 404 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: Acquired performance-based restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. The payout percentage for the grant based on performance goals was 31%.

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. The payout percentage for the grant based on performance goals was 31%.

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2022 and ending on the last day of the fiscal year of 2024. The payout percentage for the grant based on performance goals was 31%.

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February 26, 2025 Filed Feb 27, 2025 16:21 UTC
Arduini MatteoPresident of Hydraulics, EMEA
Exercise / conversionCommon Stock 404 $44.98 $18,171.92
Disclosure

SEC source: 0000950170-25-028510 · ownership.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,238

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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January 06, 2025 Filed Jan 8, 2025 21:51 UTC
Wichlacz Lee FrancisPresident, Electronics
Exercise / conversionRestricted Stock Units · Derivative 467 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-003496 · ownership.xml · derivative · entry 3

Wichlacz Lee Francis · CIK 0001958409 · President, Electronics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 467

Underlying: Common Stock · 467 shares

Expires not disclosed

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

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

F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

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January 06, 2025 Filed Jan 8, 2025 21:51 UTC
Wichlacz Lee FrancisPresident, Electronics
Tax withholdingCommon Stock 186 $44.67 $8,308.62
Disclosure

SEC source: 0000950170-25-003496 · ownership.xml · nonDerivative · entry 2

Wichlacz Lee Francis · CIK 0001958409 · President, Electronics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,301

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
January 06, 2025 Filed Jan 8, 2025 21:51 UTC
Wichlacz Lee FrancisPresident, Electronics
Exercise / conversionCommon Stock 467 $44.67 $20,860.89
Disclosure

SEC source: 0000950170-25-003496 · ownership.xml · nonDerivative · entry 1

Wichlacz Lee Francis · CIK 0001958409 · President, Electronics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,487

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 969 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-003494 · 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: 969

Underlying: Common Stock · 969 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.

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January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Greenberg Marc AGeneral Counsel and Secretary
Tax withholdingCommon Stock 433 $44.67 $19,342.11
Disclosure

SEC source: 0000950170-25-003494 · 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: 7,051

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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January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionCommon Stock 969 $44.67 $43,285.23
Disclosure

SEC source: 0000950170-25-003494 · 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: 7,484

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionRestricted Stock Units · Derivative 515 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-003493 · ownership.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 515

Underlying: Common Stock · 515 shares

Expires not disclosed

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

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

F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Tax withholdingCommon Stock 230 $44.67 $10,274.10
Disclosure

SEC source: 0000950170-25-003493 · ownership.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,709

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
January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionCommon Stock 515 $44.67 $23,005.05
Disclosure

SEC source: 0000950170-25-003493 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,939

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Arduini MatteoPresident of Hydraulics, EMEA
Exercise / conversionRestricted Stock Units · Derivative 1,027 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-003491 · ownership.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,028

Underlying: Common Stock · 1,027 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.

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January 06, 2025 Filed Jan 8, 2025 21:50 UTC
Arduini MatteoPresident of Hydraulics, EMEA
Exercise / conversionCommon Stock 1,027 $44.67 $45,876.09
Disclosure

SEC source: 0000950170-25-003491 · ownership.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,834

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

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:27 UTC
Arduini MatteoPresident of Hydraulics, EMEA
Exercise / conversionRestricted Stock Units · Derivative 435 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-002861 · ownership.xml · derivative · entry 3

Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 435 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

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