Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director | June 04, 2021 | June 08, 2021 |
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 June 04, 2021 · Filed June 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,910 |
Reported balance
After 2021-06-04 transaction · row 1
1 source rowRow 1 · 2021-06-04 · Grant · Acquired 750 · Balance 9,910 |
| Common StockSEC Table I · non-derivative | Indirectby IRA | 788 |
Reported balance
Holding disclosure · report date 2021-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 788 |
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 |
|---|---|---|---|---|---|---|
| June 04, 2021 Filed Jun 8, 2021 16:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $73.53 | $55,147.50 |
DisclosureSEC source: 0001209191-21-038919 · doc4.xml · nonDerivative · entry 1 Yadley Gregory C · CIK 0001810385 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,910 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 16:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $72.91 | $54,682.50 |
DisclosureSEC source: 0001209191-21-020134 · doc4.xml · nonDerivative · entry 1 Yadley Gregory C · CIK 0001810385 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,160 Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 17:44 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $51.89 | $31,134.00 |
DisclosureSEC source: 0001692276-20-000073 · primary_doc.xml · nonDerivative · entry 1 Yadley Gregory C · CIK 0001810385 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,410 Read SEC document |
| October 07, 2020 Filed Oct 8, 2020 15:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $39.12 | $23,472.00 |
DisclosureSEC source: 0001692276-20-000063 · primary_doc.xml · nonDerivative · entry 1 Yadley Gregory C · CIK 0001810385 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,810 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 16:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $41.54 | $24,924.00 |
DisclosureSEC source: 0001810385-20-000002 · primary_doc.xml · nonDerivative · entry 1 Yadley Gregory C · CIK 0001810385 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,210 F1 · balance_after: The Form 3 previously filed on 4/27/2020 listed the Amount of Securities Beneficially Owned as 6,611, which included a fractional share that was rounded up; the fractional share was subsequently disposed in connection with a change in custodian. 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.