Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | President, CVT | February 28, 2023 | March 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HELIOS TECHNOLOGIES, INC.
Report date February 28, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,393.288 |
Ending reported balance
After 2023-02-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-02-28 · Exercise / conversion · Acquired 1,926 · Balance 5,006.288 F1: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%. Row 2 · 2023-02-28 · Tax withholding · Disposed 814 · Balance 4,192.288 F2: 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. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022. Row 3 · 2023-02-28 · Exercise / conversion · Acquired 348 · Balance 4,540.288 Row 4 · 2023-02-28 · Tax withholding · Disposed 147 · Balance 4,393.288 F3: 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. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-02-28 · Exercise / conversion · Disposed 1,926 · Balance 0 F1: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-02-28 · Exercise / conversion · Disposed 348 · Balance 0 F4: Each RSU represents the right to receive, following vesting, one share of Common Stock. F5: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%.
F2: 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. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022.
F3: 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.
F4: Each RSU represents the right to receive, following vesting, one share of Common Stock.
F5: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 2, 2023 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014547 · doc4.xml · derivative · entry 6 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 348 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014547 · doc4.xml · derivative · entry 5 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,926 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 the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%. F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%. F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 147 | $67.74 | $9,957.78 |
DisclosureSEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 4 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,393.288 F3 · 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 28, 2023 Filed Mar 2, 2023 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 3 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,540.288 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 28, 2023 Filed Mar 2, 2023 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 814 | $54.44 | $44,314.16 |
DisclosureSEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,192.288 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. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014547 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,006.288 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 the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 20:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 251 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005670 · doc4.xml · derivative · entry 3 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252 Underlying: Common Stock · 251 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 20:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 113 | $66.19 | $7,479.47 |
DisclosureSEC source: 0001209191-23-005670 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,080.288 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. F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 20:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005670 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,193.288 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, 2023 Filed Jan 11, 2023 01:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 3,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002899 · doc4.xml · derivative · entry 3 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 3,500 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, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date. 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, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date. 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, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date. Read SEC document |
| January 06, 2023 Filed Jan 11, 2023 01:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 3,853 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002899 · doc4.xml · derivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,853 Underlying: Common Stock · 3,853 shares Expires not disclosed F2 · 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 the first three anniversaries of the grant date. F2 · 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 the first three anniversaries of the grant date. F2 · 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 the first three anniversaries of the grant date. Read SEC document |
| January 06, 2023 Filed Jan 11, 2023 01:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 3,853 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002899 · doc4.xml · derivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,853 Underlying: Common Stock · 3,853 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 6, 2023, 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 6, 2023, 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 6, 2023, 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 23:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 486 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002051 · doc4.xml · derivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 974 Underlying: Common Stock · 486 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 03, 2023 Filed Jan 5, 2023 23:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 486 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002051 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,942.288 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:48 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantStock Options (right to buy) · Derivative | 4,000 | $0.00 Strike: $50.60 | $0.00 |
DisclosureSEC source: 0001209191-22-052325 · doc4.xml · derivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2032-10-01 Read SEC document |
| April 28, 2022 Filed Jan 11, 2023 01:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 22.578 | $68.71 | $1,551.24 |
DisclosureSEC source: 0001209191-23-002904 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Trust Disclosed balance after: 0 F1 · kind: Disposition made pursuant to an election by the Reporting Person to rebalance their holdings under the Helios Technologies Inc. 401(k) Retirement Plan, which resulted in a discretionary transaction in shares of Helios Technologies, Inc. Common Stock. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 00:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014388 · doc4.xml · derivative · entry 7 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348 Underlying: Common Stock · 348 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. F5 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F6 · 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. F6 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 00:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 137 | $78.41 | $10,742.17 |
DisclosureSEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 4 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,278.618 F3 · 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 28, 2022 Filed Mar 2, 2022 00:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 3 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415.618 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 25, 2022 Filed Mar 2, 2022 00:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 1,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014388 · doc4.xml · derivative · entry 6 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,456 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 the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 00:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 573 | $105.17 | $60,262.41 |
DisclosureSEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067.618 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. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of January 1, 2022. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 00:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014388 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640.618 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 the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012901 · doc4.xml · derivative · entry 4 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 324 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 126 | $74.52 | $9,389.52 |
DisclosureSEC source: 0001209191-22-012901 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184.618 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 |
| February 22, 2022 Filed Feb 25, 2022 01:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012901 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,310.618 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, 2022 Filed Feb 1, 2022 19:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005842 · doc4.xml · derivative · entry 4 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503 Underlying: Common Stock · 251 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 102 | $77.10 | $7,864.20 |
DisclosureSEC source: 0001209191-22-005842 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 986.618 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005842 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088.618 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, 2022 Filed Jan 5, 2022 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001280 · doc4.xml · derivative · entry 5 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Common Stock · 1,460 shares Expires not disclosed F4 · 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 the first three anniversaries of the grant date. F4 · 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 the first three anniversaries of the grant date. F4 · 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 the first three anniversaries of the grant date. Read SEC document |
| January 03, 2022 Filed Mar 4, 2022 22:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 1,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016413 · doc4.xml · derivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 Underlying: Common Stock · 1,460 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001280 · doc4.xml · derivative · entry 4 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,126 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU granted to reporting person on 1/1/2021 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 1/1/2021, 100% of the awards vest and convert into Common Stock one year from the grant date. F3 · derivative.exercise_date: Each RSU granted to reporting person on 1/1/2021 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 1/1/2021, 100% of the awards vest and convert into Common Stock one year from the grant date. F3 · derivative.expiration_date: Each RSU granted to reporting person on 1/1/2021 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 1/1/2021, 100% of the awards vest and convert into Common Stock one year from the grant date. Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 503 | $105.17 | $52,900.51 |
DisclosureSEC source: 0001209191-22-001280 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837.618 Read SEC document |
| January 01, 2022 Filed Jan 5, 2022 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001280 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340.618 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (52.4474 during Q3 and Q4 of 2021). Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 20:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 400 | $90.00 | $36,000.00 |
DisclosureSEC source: 0001209191-21-057907 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162.1706 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 8, 2021. Read SEC document |
| September 23, 2021 Filed Sep 24, 2021 20:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 400 | $87.50 | $35,000.00 |
DisclosureSEC source: 0001209191-21-057572 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562.1706 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 8, 2021. Read SEC document |
| September 22, 2021 Filed Sep 24, 2021 20:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 400 | $85.33 | $34,132.00 |
DisclosureSEC source: 0001209191-21-057572 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962.1706 F1 · kind: Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 8, 2021. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 713 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045499 · doc4.xml · derivative · entry 4 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 713 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 granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 7/1/2020, 100% of the awards vest and convert into Common Stock one year from the grant date. F4 · derivative.exercise_date: Each RSU granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 7/1/2020, 100% of the awards vest and convert into Common Stock one year from the grant date. F4 · derivative.expiration_date: Each RSU granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 7/1/2020, 100% of the awards vest and convert into Common Stock one year from the grant date. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 174 | $78.20 | $13,606.80 |
DisclosureSEC source: 0001209191-21-045499 · doc4.xml · nonDerivative · entry 2 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,362.1706 F2 · kind: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045499 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,536.1706 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (30.9106 during the quarter ended June 30, 2021). Read SEC document |
| June 04, 2021 Filed Jun 10, 2021 20:28 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 244 | $73.53 | $17,941.32 |
DisclosureSEC source: 0001209191-21-039452 · doc4.xml · nonDerivative · entry 1 Morgan Jason Lemar · CIK 0001866634 · President, CVT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792.26 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.