Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.SNHY · Entity 4399 | Director | March 03, 2017 | March 07, 2017 |
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 03, 2017 · Filed March 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,125 |
Reported balance
After 2017-03-03 transaction · row 1
1 source rowRow 1 · 2017-03-03 · Grant · Acquired 750 · Balance 35,125 |
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 16:15 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $35.47 | $26,602.50 |
DisclosureSEC source: 0001223468-17-000001 · primary_doc.xml · nonDerivative · entry 1 WORMLEY DAVID N · CIK 0001223468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,125 Read SEC document |
| December 10, 2016 Filed Dec 12, 2016 22:57 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $41.36 | $41,360.00 |
DisclosureSEC source: 0001223468-16-000008 · primary_doc.xml · nonDerivative · entry 1 WORMLEY DAVID N · CIK 0001223468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,375 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 16:06 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $30.75 | $30,750.00 |
DisclosureSEC source: 0001223468-16-000007 · primary_doc.xml · nonDerivative · entry 1 WORMLEY DAVID N · CIK 0001223468 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,375 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.