Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.SNHY · Entity 4399 | OFFICER | March 13, 2019 | March 15, 2019 |
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 13, 2019 · Filed March 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,909.86 |
Reported balance
After 2019-03-13 transaction · row 1
1 source rowRow 1 · 2019-03-13 · Sale · Disposed 600 · Balance 9,909.86 |
| Common StockSEC Table I · non-derivative | IndirectBY ESOP TRUST | 1,269.563 |
Reported balance
Holding disclosure · report date 2019-03-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,269.563 F1: Reflects allocations of shares under the Sun Hydraulics Corporation Employee Stock Ownership Plan. |
| Common StockSEC Table I · non-derivative | IndirectBY IRA | 2,587.479 |
Reported balance
Holding disclosure · report date 2019-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,587.479 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects allocations of shares under the Sun Hydraulics Corporation Employee Stock Ownership 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 13, 2019 Filed Mar 15, 2019 15:45 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | SaleCommon Stock | 600 | $47.00 | $28,200.00 |
DisclosureSEC source: 0001700425-19-000002 · primary_doc.xml · nonDerivative · entry 1 Gotting Gary A · CIK 0001700425 · OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,909.86 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 18:57 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,047 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001700425-19-000001 · primary_doc.xml · derivative · entry 2 Gotting Gary A · CIK 0001700425 · OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,047 Underlying: Common Stock · 1,047 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 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, 2019 Filed Feb 26, 2019 18:57 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 1,047 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001700425-19-000001 · primary_doc.xml · derivative · entry 1 Gotting Gary A · CIK 0001700425 · OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,047 Underlying: Common Stock · 1,047 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 · 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. 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 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 06, 2018 Filed Mar 8, 2018 22:08 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 3,300 | $53.81 | $177,573.00 |
DisclosureSEC source: 0001700425-18-000002 · primary_doc.xml · nonDerivative · entry 1 Gotting Gary A · CIK 0001700425 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,505.7024 F1 · balance_after: Includes shares acquired through the Sun Hydraulics Corporation Employee Stock Purchase Plan (0.0981 during the quarter ended April 1, 2017; 0.0805 during the quarter ended July 1, 2017, 0.0681 during the quarter ended September 30, 2017, and 0.0540 during the quarter ended December 30, 2017). 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.