Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HELIOS TECHNOLOGIES, INC.
Report date March 03, 2017 · Filed March 07, 2017
Section 16 reporting ended · disclosed 2017-03-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,760.5547 |
Reported balance
After 2017-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-03 · Grant · Acquired 3,000 · Balance 18,760.5547 F1: Includes shares purchased through the Sun Hydraulics Corporation Employee Stock Purchase Plan (292.5073 during the quarter ended June 2, 2016; 249.6805 during the quarter ended September 1, 2016, and 29.7938 during the quarter ended December 31, 2016). |
| Common StockSEC Table I · non-derivative | IndirectBY ESOP TRUST | 7,390.32 |
Reported balance
Holding disclosure · report date 2017-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,390.32 F2: Reflects allocations of shares under the Sun Hydraulics Corporation Employee Stock Ownership Plan. |
| Common StockSEC Table I · non-derivative | IndirectBY IRA | 3,334.5 |
Reported balance
Holding disclosure · report date 2017-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,334.5 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares purchased through the Sun Hydraulics Corporation Employee Stock Purchase Plan (292.5073 during the quarter ended June 2, 2016; 249.6805 during the quarter ended September 1, 2016, and 29.7938 during the quarter ended December 31, 2016).
F2: 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 03, 2017 Filed Mar 7, 2017 21:03 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 3,000 | $35.45 | $106,350.00 |
DisclosureSEC source: 0001571583-17-000001 · primary_doc.xml · nonDerivative · entry 1 BOKORNEY MARK B · CIK 0001571583 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,760.5547 F1 · balance_after: Includes shares purchased through the Sun Hydraulics Corporation Employee Stock Purchase Plan (292.5073 during the quarter ended June 2, 2016; 249.6805 during the quarter ended September 1, 2016, and 29.7938 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.