Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Officer | March 06, 2021 | March 09, 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 March 06, 2021 · Filed March 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,615.4029 |
Reported balance
After 2021-03-06 transaction · row 1
1 source rowRow 1 · 2021-03-06 · Tax withholding · Disposed 245 · Balance 4,615.4029 F1: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 834 shares of restricted stock granted to the reporting person on March 6, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 834 shares of restricted stock granted to the reporting person on March 6, 2018.
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 06, 2021 Filed Mar 9, 2021 21:36 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 245 | $70.11 | $17,176.95 |
DisclosureSEC source: 0001209191-21-019021 · doc4.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,615.4029 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 834 shares of restricted stock granted to the reporting person on March 6, 2018. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 459 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015913 · doc4.xml · derivative · entry 3 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 918 Underlying: Common Stock · 459 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 |
| February 28, 2021 Filed Mar 2, 2021 21:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 160 | $65.40 | $10,464.00 |
DisclosureSEC source: 0001209191-21-015913 · doc4.xml · nonDerivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,860.4029 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 28, 2021 Filed Mar 2, 2021 21:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015913 · doc4.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,020.4029 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 22, 2021 Filed Feb 24, 2021 21:28 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 570 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013795 · doc4.xml · derivative · entry 3 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570 Underlying: Common Stock · 570 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 |
| February 22, 2021 Filed Feb 24, 2021 21:28 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 198 | $64.28 | $12,727.44 |
DisclosureSEC source: 0001209191-21-013795 · doc4.xml · nonDerivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,561.4029 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, 2021 Filed Feb 24, 2021 21:28 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013795 · doc4.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,759.4029 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, 2021 Filed Feb 1, 2021 23:51 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantNon-qualified Stock Options (right to buy) · Derivative | 1,153 | $0.00 Strike: $55.03 | $0.00 |
DisclosureSEC source: 0001692276-21-000006 · primary_doc.xml · derivative · entry 4 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Common Stock · 1,153 shares Expires 2031-01-28 F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the Options, 33-1/3% of the options vest and become exercisable on each of the first three anniversaries of the grant date. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 23:51 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,153 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-21-000006 · primary_doc.xml · derivative · entry 3 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Common Stock · 1,153 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries 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, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries 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, 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 28, 2021 Filed Feb 1, 2021 23:51 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,306 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-21-000006 · primary_doc.xml · derivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,306 Underlying: Common Stock · 2,306 shares Expires not disclosed F2 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (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. F2 · derivative.exercise_date: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (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. F2 · derivative.expiration_date: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (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. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 19:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 5,418 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001691811-20-000002 · primary_doc.xml · derivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,418 Underlying: Common Stock · 5,418 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: Unless earlier accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date. F3 · derivative.expiration_date: Unless earlier accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 20:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 237 | $41.12 | $9,745.44 |
DisclosureSEC source: 0001691811-20-000001 · primary_doc.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,186.183 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 833 shares of restricted stock granted to the reporting person on March 6, 2020. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 22:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 246 | $41.24 | $10,145.04 |
DisclosureSEC source: 0001692276-20-000019 · primary_doc.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,423.183 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 750 shares of restricted stock granted to the reporting person on March 3, 2017. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 20:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantNon-qualified Stock Options (right to buy) · Derivative | 1,377 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001692276-20-000015 · primary_doc.xml · derivative · entry 4 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,377 Underlying: Common Stock · 1,377 shares Expires 2030-02-28 F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the Options, 33-1/3% of the options vest and become exercisable on each of the first three anniversaries of the grant date. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 20:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,377 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000015 · primary_doc.xml · derivative · entry 3 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,377 Underlying: Common Stock · 1,377 shares Expires not disclosed 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 of the first three anniversaries 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 of the first three anniversaries of the grant date. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 20:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,755 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000015 · primary_doc.xml · derivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,755 Underlying: Common Stock · 2,755 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (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 Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022. F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 18:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 570 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000008 · primary_doc.xml · derivative · entry 3 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,140 Underlying: Common Stock · 570 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, 2020 Filed Feb 25, 2020 18:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 198 | $41.82 | $8,280.36 |
DisclosureSEC source: 0001692276-20-000008 · primary_doc.xml · nonDerivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,669.183 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, 2020 Filed Feb 25, 2020 18:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000008 · primary_doc.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,867.183 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 (2.4878 dividend reinvestment shares). Read SEC document |
| March 06, 2019 Filed Apr 10, 2019 21:18 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | Tax withholdingCommon Stock | 250 | $49.01 | $12,252.50 |
DisclosureSEC source: 0001691811-19-000002 · primary_doc.xml · nonDerivative · entry 2 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,295 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 833 shares of restricted stock granted to the reporting person on March 6, 2018. Read SEC document |
| March 03, 2019 Filed Apr 10, 2019 21:18 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | Tax withholdingCommon Stock | 225 | $49.53 | $11,144.25 |
DisclosureSEC source: 0001691811-19-000002 · primary_doc.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 750 shares of restricted stock granted to the reporting person on March 3, 2017. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 18:42 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001691811-19-000001 · primary_doc.xml · derivative · entry 3 McPeak Jinger J · CIK 0001691811 · Co-Gen Mgr Enovation Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710 Underlying: Common Stock · 1,710 shares Expires not disclosed 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 22, 2019 Filed Feb 26, 2019 18:42 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 1,710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001691811-19-000001 · primary_doc.xml · derivative · entry 2 McPeak Jinger J · CIK 0001691811 · Co-Gen Mgr Enovation Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710 Underlying: Common Stock · 1,710 shares Expires not disclosed F2 · derivative.exercise_price: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 150% of one share of Sun Hydraulics common stock (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 Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022. F3 · derivative.exercise_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 150% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period ending on the last day of the Company's fiscal year ending January 1, 2022. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 150% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period ending on the last day of the Company's fiscal year ending January 1, 2022. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 20:47 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 2,250 | $35.45 | $79,762.50 |
DisclosureSEC source: 0001691811-17-000001 · primary_doc.xml · nonDerivative · entry 1 McPeak Jinger J · CIK 0001691811 · Co-Gen Mgr Enovation Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 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.