Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director · President and CEO | March 06, 2020 | March 09, 2020 |
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, 2020 · Filed March 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,293.5674 |
Reported balance
After 2020-03-06 transaction · row 1
1 source rowRow 1 · 2020-03-06 · Tax withholding · Disposed 1,461 · Balance 47,293.5674 F1: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 6,000 shares of restricted stock granted to the reporting person on March 6, 2018. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan Trust | 145.511 |
Reported balance
Holding disclosure · report date 2020-03-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 145.511 F2: Reflects allocations of shares under the Helios Technologies Inc. 401(k) Retirement Plan. |
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 6,000 shares of restricted stock granted to the reporting person on March 6, 2018.
F2: Reflects allocations of shares under the Helios Technologies Inc. 401(k) Retirement Plan.
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, 2020 Filed Mar 9, 2020 19:46 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 1,461 | $41.12 | $60,076.32 |
DisclosureSEC source: 0001692276-20-000020 · primary_doc.xml · nonDerivative · entry 1 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,293.5674 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 6,000 shares of restricted stock granted to the reporting person on March 6, 2018. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 22:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 974 | $41.24 | $40,167.76 |
DisclosureSEC source: 0001692276-20-000017 · primary_doc.xml · nonDerivative · entry 1 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,754.5674 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 4,000 shares of restricted stock granted to the reporting person on March 3, 2017. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantNon-qualified Stock Options (right to buy) · Derivative | 6,958 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001692276-20-000011 · primary_doc.xml · derivative · entry 5 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,958 Underlying: Common Stock · 6,958 shares Expires 2030-02-28 F6 · 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 19:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 6,958 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000011 · primary_doc.xml · derivative · entry 4 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,958 Underlying: Common Stock · 6,958 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 of the first three anniversaries 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 of the first three anniversaries of the grant date. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 13,915 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000011 · primary_doc.xml · derivative · entry 3 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,915 Underlying: Common Stock · 13,915 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 Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 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 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. 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 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 17:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 2,819 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000007 · primary_doc.xml · derivative · entry 4 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,638 Underlying: Common Stock · 2,819 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 22, 2020 Filed Feb 25, 2020 17:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 767 | $41.82 | $32,075.94 |
DisclosureSEC source: 0001692276-20-000007 · primary_doc.xml · nonDerivative · entry 2 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,728.5674 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 17:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 2,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000007 · primary_doc.xml · nonDerivative · entry 1 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,495.5674 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 (666.7597 during the quarter ended March 30, 2019; 59.6355 during the quarter ended June 29, 2019; and 22.2714 dividend reinvestment shares). Read SEC document |
| March 06, 2019 Filed Apr 10, 2019 20:49 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | Tax withholdingCommon Stock | 1,800 | $49.01 | $88,218.00 |
DisclosureSEC source: 0001466102-19-000002 · primary_doc.xml · nonDerivative · entry 2 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,927.9008 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 6,000 shares of restricted stock granted to the reporting person on March 6, 2018. Read SEC document |
| March 03, 2019 Filed Apr 10, 2019 20:49 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | Tax withholdingCommon Stock | 1,200 | $49.53 | $59,436.00 |
DisclosureSEC source: 0001466102-19-000002 · primary_doc.xml · nonDerivative · entry 1 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,727.9008 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 4,000 shares of restricted stock granted to the reporting person on March 3, 2017. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:58 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantRestricted Stock Units · Derivative | 8,456.5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001466102-19-000001 · primary_doc.xml · derivative · entry 4 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.5 Underlying: Common Stock · 8,456.5 shares Expires not disclosed 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 22, 2019 Filed Feb 26, 2019 17:58 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 8,456.5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001466102-19-000001 · primary_doc.xml · derivative · entry 3 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456.5 Underlying: Common Stock · 8,456.5 shares Expires not disclosed F3 · 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. F4 · 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. F4 · 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 |
| February 22, 2019 Filed Feb 25, 2020 17:02 UTC Amendment | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 8,457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000006 · primary_doc.xml · derivative · entry 2 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,457 Underlying: Common Stock · 8,457 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · shares: This filing corrects the filing made for the grant of the Performance-based RSUs and the RSUs made on February 22, 2019 and originally reported on a Form 4 filed on February 26, 2019. The original Form 4 reported that 8,456.5 performance-based RSUs were granted and 8,456.5 RSUs were granted. Because the issuer did not wish to issue fractional units, it actually issued 8,456 performance-based RSUs and 8,457 RSUs. 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. F2 · derivative.underlying_shares: This filing corrects the filing made for the grant of the Performance-based RSUs and the RSUs made on February 22, 2019 and originally reported on a Form 4 filed on February 26, 2019. The original Form 4 reported that 8,456.5 performance-based RSUs were granted and 8,456.5 RSUs were granted. Because the issuer did not wish to issue fractional units, it actually issued 8,456 performance-based RSUs and 8,457 RSUs. F2 · balance_after: This filing corrects the filing made for the grant of the Performance-based RSUs and the RSUs made on February 22, 2019 and originally reported on a Form 4 filed on February 26, 2019. The original Form 4 reported that 8,456.5 performance-based RSUs were granted and 8,456.5 RSUs were granted. Because the issuer did not wish to issue fractional units, it actually issued 8,456 performance-based RSUs and 8,457 RSUs. Read SEC document |
| February 22, 2019 Filed Feb 25, 2020 17:02 UTC Amendment | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 8,456 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000006 · primary_doc.xml · derivative · entry 1 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456 Underlying: Common Stock · 8,456 shares Expires not disclosed F1 · 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. F2 · shares: This filing corrects the filing made for the grant of the Performance-based RSUs and the RSUs made on February 22, 2019 and originally reported on a Form 4 filed on February 26, 2019. The original Form 4 reported that 8,456.5 performance-based RSUs were granted and 8,456.5 RSUs were granted. Because the issuer did not wish to issue fractional units, it actually issued 8,456 performance-based RSUs and 8,457 RSUs. 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. F2 · derivative.underlying_shares: This filing corrects the filing made for the grant of the Performance-based RSUs and the RSUs made on February 22, 2019 and originally reported on a Form 4 filed on February 26, 2019. The original Form 4 reported that 8,456.5 performance-based RSUs were granted and 8,456.5 RSUs were granted. Because the issuer did not wish to issue fractional units, it actually issued 8,456 performance-based RSUs and 8,457 RSUs. F2 · balance_after: This filing corrects the filing made for the grant of the Performance-based RSUs and the RSUs made on February 22, 2019 and originally reported on a Form 4 filed on February 26, 2019. The original Form 4 reported that 8,456.5 performance-based RSUs were granted and 8,456.5 RSUs were granted. Because the issuer did not wish to issue fractional units, it actually issued 8,456 performance-based RSUs and 8,457 RSUs. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 15:42 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 18,000 | $53.81 | $968,580.00 |
DisclosureSEC source: 0001466102-18-000001 · primary_doc.xml · nonDerivative · entry 1 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,448.3217 F1 · balance_after: Includes shares purchased through the Sun Hydraulics Corporation Employee Stock Purchase Plan (155.6828 during the quarter ended April 1, 2017, 523.7946 during the quarter ended July 1, 2017, 1.3551 during the quarter ended September 30, 2017, and 2.0978 during the quarter ended December 30, 2017). Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 20:23 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 12,000 | $35.45 | $425,400.00 |
DisclosureSEC source: 0001466102-17-000001 · primary_doc.xml · nonDerivative · entry 1 DANGEL WOLFGANG H · CIK 0001466102 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,765.3914 F1 · balance_after: Includes shares purchased through the Sun Hydraulics Corporation Employee Stock Purchase Plan (186.4880 during the quarter ended September 1, 2016, and 203.9033 during the quarter ended December 31, 2016). 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.