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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
April 01, 2024 Filed Apr 4, 2024 00:25 UTC
Wichlacz Lee FrancisPresident, Electronics
Tax withholdingCommon Stock 746 $44.05 $32,861.30
Disclosure

SEC source: 0000950170-24-041494 · ownership.xml · nonDerivative · entry 2

Wichlacz Lee Francis · CIK 0001958409 · President, Electronics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,455

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
April 01, 2024 Filed Apr 4, 2024 00:25 UTC
Wichlacz Lee FrancisPresident, Electronics
Exercise / conversionCommon Stock 1,920 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041494 · ownership.xml · nonDerivative · entry 1

Wichlacz Lee Francis · CIK 0001958409 · President, Electronics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,201

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
April 01, 2024 Filed Apr 4, 2024 00:16 UTC
Matosevic JosefDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 17,929 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041481 · ownership.xml · derivative · entry 3

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,929 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, 17,929 RSUs shall vest and convert on April 1,2024.

F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 17,929 RSUs shall vest and convert on April 1,2024.

Read SEC document
April 01, 2024 Filed Apr 4, 2024 00:16 UTC
Matosevic JosefDirector · President and CEO
Tax withholdingCommon Stock 7,056 $44.05 $310,816.80
Disclosure

SEC source: 0000950170-24-041481 · ownership.xml · nonDerivative · entry 2

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,206

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
April 01, 2024 Filed Apr 4, 2024 00:16 UTC
Matosevic JosefDirector · President and CEO
Exercise / conversionCommon Stock 17,929 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041481 · ownership.xml · nonDerivative · entry 1

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,262

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
April 01, 2024 Filed Apr 4, 2024 00:24 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionRestricted Stock Units · Derivative 1,992 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041493 · 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: 0

Underlying: Common Stock · 1,992 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, 1,992 RSUs shall vest and convert on April 1,2024.

F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1,992 RSUs shall vest and convert on April 1,2024.

Read SEC document
April 01, 2024 Filed Apr 4, 2024 00:24 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Tax withholdingCommon Stock 783 $44.05 $34,491.15
Disclosure

SEC source: 0000950170-24-041493 · 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: 10,759

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
April 01, 2024 Filed Apr 4, 2024 00:24 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionCommon Stock 1,992 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041493 · 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: 11,542

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 08, 2024 Filed Mar 12, 2024 00:22 UTC
Sacchi DianaDirector
Exercise / conversionRestricted Stock Units · Derivative 629 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029569 · ownership.xml · derivative · entry 3

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 629 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: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2024 Filed Mar 12, 2024 00:22 UTC
Sacchi DianaDirector
Exercise / conversionCommon Stock 629 $45.16 $28,405.64
Disclosure

SEC source: 0000950170-24-029569 · ownership.xml · nonDerivative · entry 1

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,675

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 08, 2024 Filed Mar 12, 2024 00:21 UTC Exercise / conversionRestricted Stock Units · Derivative 593 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029566 · ownership.xml · derivative · entry 3

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 593 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: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2024 Filed Mar 12, 2024 00:21 UTC Exercise / conversionCommon Stock 593 $45.16 $26,779.88
Disclosure

SEC source: 0000950170-24-029566 · ownership.xml · nonDerivative · entry 1

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,892

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 08, 2024 Filed Mar 12, 2024 00:19 UTC Exercise / conversionRestricted Stock Units · Derivative 629 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029561 · ownership.xml · derivative · entry 3

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 629 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: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2024 Filed Mar 12, 2024 00:19 UTC Exercise / conversionCommon Stock 629 $45.16 $28,405.64
Disclosure

SEC source: 0000950170-24-029561 · ownership.xml · nonDerivative · entry 1

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,845

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 08, 2024 Filed Mar 12, 2024 00:17 UTC Exercise / conversionRestricted Stock Units · Derivative 938 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029557 · ownership.xml · derivative · entry 3

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 938 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: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2024 Filed Mar 12, 2024 00:17 UTC Exercise / conversionCommon Stock 938 $45.16 $42,360.08
Disclosure

SEC source: 0000950170-24-029557 · ownership.xml · nonDerivative · entry 1

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,748

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 08, 2024 Filed Mar 12, 2024 00:15 UTC Exercise / conversionRestricted Stock Units · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029551 · ownership.xml · derivative · entry 3

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 557 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: N/A

F2 · derivative.expiration_date: N/A

Read SEC document
March 08, 2024 Filed Mar 12, 2024 00:15 UTC Exercise / conversionCommon Stock 557 $45.16 $25,154.12
Disclosure

SEC source: 0000950170-24-029551 · ownership.xml · nonDerivative · entry 1

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,073

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 08, 2024 Filed Mar 12, 2024 00:13 UTC Exercise / conversionRestricted Stock Units · Derivative 593 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029546 · ownership.xml · derivative · entry 4

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 593 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: N/A

F3 · derivative.expiration_date: N/A

Read SEC document
March 08, 2024 Filed Mar 12, 2024 00:13 UTC Tax withholdingCommon Stock 178 $45.16 $8,038.48
Disclosure

SEC source: 0000950170-24-029546 · ownership.xml · nonDerivative · entry 2

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,112

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 08, 2024 Filed Mar 12, 2024 00:13 UTC Exercise / conversionCommon Stock 593 $45.16 $26,779.88
Disclosure

SEC source: 0000950170-24-029546 · ownership.xml · nonDerivative · entry 1

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,290

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, 2024 Filed Mar 12, 2024 00:22 UTC
Sacchi DianaDirector
GrantRestricted Stock Units · Derivative 987 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029569 · ownership.xml · derivative · entry 2

Sacchi Diana · CIK 0001720309 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 987

Underlying: Common Stock · 987 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 07, 2024 Filed Mar 12, 2024 00:21 UTC GrantRestricted Stock Units · Derivative 875 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029566 · ownership.xml · derivative · entry 2

Chenanda Cary · CIK 0001806096 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 875

Underlying: Common Stock · 875 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 07, 2024 Filed Mar 12, 2024 00:19 UTC GrantRestricted Stock Units · Derivative 931 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029561 · ownership.xml · derivative · entry 2

Brown Laura D · CIK 0001496785 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 931

Underlying: Common Stock · 931 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 07, 2024 Filed Mar 12, 2024 00:17 UTC GrantRestricted Stock Units · Derivative 1,472 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029557 · ownership.xml · derivative · entry 2

LEMAITRE PHILIPPE · CIK 0001059471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,472

Underlying: Common Stock · 1,472 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 07, 2024 Filed Mar 12, 2024 00:15 UTC GrantRestricted Stock Units · Derivative 987 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029551 · ownership.xml · derivative · entry 2

Britt Douglas · CIK 0001330988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 987

Underlying: Common Stock · 987 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.expiration_date: N/A

Read SEC document
March 07, 2024 Filed Mar 12, 2024 00:13 UTC GrantRestricted Stock Units · Derivative 931 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-029546 · ownership.xml · derivative · entry 3

Schuetz Alexander · CIK 0001610011 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 931

Underlying: Common Stock · 931 shares

Expires not disclosed

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

F3 · derivative.expiration_date: N/A

Read SEC document
February 22, 2024 Filed Apr 4, 2024 00:09 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 1,304 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041467 · 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: 0

Underlying: Common Stock · 1,304 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 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

Read SEC document
February 22, 2024 Filed Apr 4, 2024 00:09 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Tax withholdingCommon Stock 583 $45.35 $26,439.05
Disclosure

SEC source: 0000950170-24-041467 · 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: 9,550

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, 2024 Filed Apr 4, 2024 00:09 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionCommon Stock 1,304 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041467 · 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: 10,133

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 · shares: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

Read SEC document
February 22, 2024 Filed Apr 4, 2024 00:09 UTC
Matosevic JosefDirector · President and CEO
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 32,305 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041466 · ownership.xml · derivative · entry 3

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 32,305 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 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

Read SEC document
February 22, 2024 Filed Apr 4, 2024 00:09 UTC
Matosevic JosefDirector · President and CEO
Tax withholdingCommon Stock 12,713 $45.35 $576,534.55
Disclosure

SEC source: 0000950170-24-041466 · ownership.xml · nonDerivative · entry 2

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,333

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, 2024 Filed Apr 4, 2024 00:09 UTC
Matosevic JosefDirector · President and CEO
Exercise / conversionCommon Stock 32,305 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041466 · ownership.xml · nonDerivative · entry 1

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,046

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 · shares: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

Read SEC document
February 22, 2024 Filed Apr 4, 2024 00:08 UTC
Arduini MatteoPresident, QRC
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 4,382 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041464 · ownership.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,382 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 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 190%

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 190%

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 190%

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February 22, 2024 Filed Apr 4, 2024 00:08 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 4,382 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041464 · ownership.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,973

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 · shares: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 190%

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January 28, 2024 Filed Jan 30, 2024 21:57 UTC
Arduini MatteoPresident, QRC
Exercise / conversionRestricted Stock Units · Derivative 385 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008933 · ownership.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 385 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 28, 2024 Filed Jan 30, 2024 21:57 UTC
Arduini MatteoPresident, QRC
Exercise / conversionCommon Stock 385 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008933 · ownership.xml · nonDerivative · entry 1

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,591

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

Read SEC document
January 28, 2024 Filed Jan 30, 2024 21:54 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionRestricted Stock Units · Derivative 294 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008926 · 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: 0

Underlying: Common Stock · 294 shares

Expires not disclosed

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

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

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

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

Read SEC document
January 28, 2024 Filed Jan 30, 2024 21:54 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Tax withholdingCommon Stock 132 $42.87 $5,658.84
Disclosure

SEC source: 0000950170-24-008926 · 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: 8,829

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 28, 2024 Filed Jan 30, 2024 21:54 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionCommon Stock 294 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008926 · 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: 8,961

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

Read SEC document
January 28, 2024 Filed Jan 30, 2024 21:51 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionRestricted Stock Units · Derivative 182 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008922 · 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: 0

Underlying: Common Stock · 182 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 28, 2024 Filed Jan 30, 2024 21:51 UTC
Greenberg Marc AGeneral Counsel and Secretary
Tax withholdingCommon Stock 72 $42.87 $3,086.64
Disclosure

SEC source: 0000950170-24-008922 · 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: 3,370.5798

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 28, 2024 Filed Jan 30, 2024 21:51 UTC
Greenberg Marc AGeneral Counsel and Secretary
Exercise / conversionCommon Stock 182 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008922 · 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: 3,442

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

Read SEC document
January 28, 2024 Filed Jan 30, 2024 21:48 UTC
Matosevic JosefDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 3,638 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008913 · ownership.xml · derivative · entry 3

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,638 shares

Expires not disclosed

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

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

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

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

Read SEC document
January 28, 2024 Filed Jan 30, 2024 21:48 UTC
Matosevic JosefDirector · President and CEO
Tax withholdingCommon Stock 1,432 $42.87 $61,389.84
Disclosure

SEC source: 0000950170-24-008913 · ownership.xml · nonDerivative · entry 2

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,741

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 28, 2024 Filed Jan 30, 2024 21:48 UTC
Matosevic JosefDirector · President and CEO
Exercise / conversionCommon Stock 3,638 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008913 · ownership.xml · nonDerivative · entry 1

Matosevic Josef · CIK 0001492606 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,173

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, 2024 Filed Jan 9, 2024 21:47 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionRestricted Stock Units · Derivative 515 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001251 · doc4.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,030

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, 2024 Filed Jan 9, 2024 21:47 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Tax withholdingCommon Stock 230 $42.35 $9,740.50
Disclosure

SEC source: 0001209191-24-001251 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,667

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, 2024 Filed Jan 9, 2024 21:47 UTC
Martich Frederick JosephPres. of Hydraulics, Americas
Exercise / conversionCommon Stock 515 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001251 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,897

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, 2024 Filed Jan 9, 2024 21:46 UTC
Arduini MatteoPresident, QRC
Exercise / conversionRestricted Stock Units · Derivative 4,027 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001250 · doc4.xml · derivative · entry 2

Arduini Matteo · CIK 0001776741 · President, QRC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,055

Underlying: Common Stock · 4,027 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.

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.