Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director | March 09, 2022 | March 11, 2022 |
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 March 09, 2022 · Filed March 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 537 |
Reported balance
After 2022-03-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-09 · Grant · Acquired 537 · Balance 537 F1: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, following vesting, one share of Common Stock.
F2: N/A
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 |
|---|---|---|---|---|---|---|
| March 09, 2022 Filed Mar 11, 2022 19:58 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018145 · doc4.xml · derivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537 Underlying: Common Stock · 537 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 |
| December 08, 2021 Filed Dec 9, 2021 21:25 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $100.62 | $75,465.00 |
DisclosureSEC source: 0001209191-21-068778 · doc4.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,699 Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 00:03 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 5,000 | $107.06 | $535,295.00 |
DisclosureSEC source: 0001209191-21-064566 · doc4.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,949 F1 · price: This transaction was executed in multiple trades at prices ranging from $106.9801 to $107.1500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 20:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $88.57 | $66,427.50 |
DisclosureSEC source: 0001209191-21-057765 · doc4.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,949 Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $73.53 | $55,147.50 |
DisclosureSEC source: 0001209191-21-038904 · doc4.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,199 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $72.91 | $54,682.50 |
DisclosureSEC source: 0001209191-21-020120 · doc4.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,449 Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 21:52 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $51.89 | $31,134.00 |
DisclosureSEC source: 0001692276-20-000066 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,699 Read SEC document |
| October 07, 2020 Filed Oct 8, 2020 18:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $39.12 | $23,472.00 |
DisclosureSEC source: 0001692276-20-000056 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,099 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:03 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $41.54 | $24,924.00 |
DisclosureSEC source: 0001692276-20-000046 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,499 Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 21:46 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $40.05 | $30,037.50 |
DisclosureSEC source: 0001692276-20-000022 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,899 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $46.25 | $34,687.50 |
DisclosureSEC source: 0001692276-19-000011 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,149 Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 18:59 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $42.98 | $32,235.00 |
DisclosureSEC source: 0001223461-19-000003 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,399 Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 14:25 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $44.73 | $33,547.50 |
DisclosureSEC source: 0001223461-19-000002 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,649 Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 20:46 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $48.59 | $36,442.50 |
DisclosureSEC source: 0001223461-19-000001 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,899 Read SEC document |
| December 18, 2018 Filed Dec 19, 2018 22:28 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $36.43 | $27,322.50 |
DisclosureSEC source: 0001223461-18-000004 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,149 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 19:29 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $57.56 | $43,170.00 |
DisclosureSEC source: 0001223461-18-000003 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,399 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 18:22 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $50.37 | $37,777.50 |
DisclosureSEC source: 0001223461-18-000002 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,649 Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 16:19 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $55.02 | $41,265.00 |
DisclosureSEC source: 0001223461-18-000001 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,899 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 16:46 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $58.78 | $44,085.00 |
DisclosureSEC source: 0001223461-17-000005 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,149 Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 15:22 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $52.68 | $39,510.00 |
DisclosureSEC source: 0001223461-17-000004 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,399 Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 19:55 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $43.14 | $43,140.00 |
DisclosureSEC source: 0001223461-17-000003 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,649 Read SEC document |
| May 05, 2017 Filed May 17, 2017 15:12 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | SaleCommon Stock | 10,000 | $42.00 | $420,005.00 |
DisclosureSEC source: 0001223461-17-000002 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,649 F1 · price: The range of prices for the transactions reported is $42.00 - $42.03. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 16:53 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $35.47 | $35,470.00 |
DisclosureSEC source: 0001223461-17-000001 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,649 Read SEC document |
| December 10, 2016 Filed Dec 12, 2016 22:33 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $41.36 | $41,360.00 |
DisclosureSEC source: 0001223461-16-000008 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,649 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 15:25 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $30.75 | $30,750.00 |
DisclosureSEC source: 0001223461-16-000007 · primary_doc.xml · nonDerivative · entry 1 BERTONECHE MARC · CIK 0001223461 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,649 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.