Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | President of Hydraulics, FCT | September 11, 2026 | September 15, 2026 |
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 September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,064 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Exercise / conversion · Acquired 747 · Balance 12,064 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-09-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-11 · Exercise / conversion · Disposed 747 · Balance 0 F1: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, following vesting, one share of Common Stock.
F2: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.
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 |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 15, 2026 20:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 747 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-391927 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 747 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date. F2 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 747 | $70.66 | $52,783.02 |
DisclosureSEC source: 0001193125-26-391927 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,064 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 |
| June 23, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionStock Options (right to buy) · Derivative | 4,000 | $0.00 Strike: $50.60 | $0.00 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · derivative · entry 8 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2032-10-01 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. F5 · derivative.exercise_date: The option became exercisable upon achievement of specified performance goals, beginning on the second anniversary of the grant date. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionStock Options (right to buy) · Derivative | 1,153 | $0.00 Strike: $55.03 | $0.00 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · derivative · entry 7 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,153 shares Expires 2031-01-28 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_date: This option became exercisable in three equal annual installments beginning on January 28, 2022, which was the first anniversary of the date on which the option was granted. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionStock Options (right to buy) · Derivative | 874 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · derivative · entry 6 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 874 shares Expires 2030-02-28 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_date: This option became exercisable in three equal annual installments beginning on February 28, 2021, which was the first anniversary of the date on which the option was granted. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 6,027 | $90.42 | $544,961.34 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · nonDerivative · entry 5 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,317 F2 · price: The price shown is a weighted average sales price for shares sold in multiple transactions. The sales prices ranged from $89.88 to $90.69 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 4,000 | $50.60 | $202,400.00 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · nonDerivative · entry 4 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,344 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 |
| June 23, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,153 | $55.03 | $63,449.59 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · nonDerivative · entry 3 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,344 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 |
| June 23, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 874 | $39.75 | $34,741.50 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,191 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 |
| June 22, 2026 Filed Jun 25, 2026 01:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 4,000 | $89.93 | $359,720.00 |
DisclosureSEC source: 0001193125-26-281559 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,317 F1 · price: The price shown is a weighted average sales price for shares sold in multiple transactions. The sales prices ranged from $89.67 to $90.49 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| May 15, 2026 Filed May 19, 2026 21:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 3,000 | $76.48 | $229,440.00 |
DisclosureSEC source: 0001193125-26-231078 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,317 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance Stock Options (right to buy) · Derivative | 7,063 | $0.00 Strike: $67.61 | $0.00 |
DisclosureSEC source: 0001193125-26-098463 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,063 Underlying: Common Stock · 7,063 shares Expires not disclosed F2 · derivative.exercise_date: The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting 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 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant. F2 · derivative.expiration_date: The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting 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 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 3,413 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-098463 · ownership.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,413 Underlying: Common Stock · 3,413 shares Expires not disclosed F1 · 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 January 3, 2027, January 3, 2028, and January 3, 2029. F1 · 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 January 3, 2027, January 3, 2028, and January 3, 2029. F1 · 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 January 3, 2027, January 3, 2028, and January 3, 2029. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 21:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,028 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-007729 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,028 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 06, 2026 Filed Jan 8, 2026 21:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,028 | $59.46 | $61,124.88 |
DisclosureSEC source: 0001193125-26-007729 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,317 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 03, 2026 Filed Jan 7, 2026 02:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,692 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-005185 · ownership.xml · derivative · entry 4 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,385 Underlying: Common Stock · 1,692 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 03, 2026 Filed Jan 7, 2026 02:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,611 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-005185 · ownership.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,612 Underlying: Common Stock · 1,611 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 03, 2026 Filed Jan 7, 2026 02:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,692 | $54.71 | $92,569.32 |
DisclosureSEC source: 0001193125-26-005185 · ownership.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,289 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 03, 2026 Filed Jan 7, 2026 02:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,611 | $54.71 | $88,137.81 |
DisclosureSEC source: 0001193125-26-005185 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,597 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 |
| December 05, 2025 Filed Dec 8, 2025 21:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 2,000 | $54.61 | $109,220.00 |
DisclosureSEC source: 0001193125-25-311258 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,986 Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 20:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 748 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-203621 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747 Underlying: Common Stock · 748 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date. F2 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date. Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 20:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 748 | $55.89 | $41,805.72 |
DisclosureSEC source: 0001193125-25-203621 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, FCT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,986 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 27, 2025 Filed Mar 3, 2025 23:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance Stock Options (right to buy) · Derivative | 10,870 | $0.00 Strike: $39.80 | $0.00 |
DisclosureSEC source: 0000950170-25-031150 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,870 Underlying: Common Stock · 10,870 shares Expires not disclosed F2 · derivative.exercise_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting 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 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant. F2 · derivative.expiration_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting 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 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 23:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 5,077 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031150 · ownership.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,077 Underlying: Common Stock · 5,077 shares Expires not disclosed F1 · 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 January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration. F1 · 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 January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration. F1 · 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 January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 16:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 404 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-028510 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 404 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. F1 · derivative.exercise_price: Acquired performance-based restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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 2022 and ending on the last day of the fiscal year of 2024. The payout percentage for the grant based on performance goals was 31%. F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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 2022 and ending on the last day of the fiscal year of 2024. The payout percentage for the grant based on performance goals was 31%. F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to reporting person on January 3, 2022, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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 2022 and ending on the last day of the fiscal year of 2024. The payout percentage for the grant based on performance goals was 31%. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 16:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 404 | $44.98 | $18,171.92 |
DisclosureSEC source: 0000950170-25-028510 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,238 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 06, 2025 Filed Jan 8, 2025 21:50 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,027 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-003491 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,028 Underlying: Common Stock · 1,027 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 06, 2025 Filed Jan 8, 2025 21:50 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,027 | $44.67 | $45,876.09 |
DisclosureSEC source: 0000950170-25-003491 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,834 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 03, 2025 Filed Jan 7, 2025 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 435 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002861 · ownership.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 435 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 03, 2025 Filed Jan 7, 2025 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,611 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002861 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,223 Underlying: Common Stock · 1,611 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 03, 2025 Filed Jan 7, 2025 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 2,046 | $44.37 | $90,781.02 |
DisclosureSEC source: 0000950170-25-002861 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,807 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 |
| November 25, 2024 Filed Nov 27, 2024 20:25 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 4,000 | $53.98 | $215,920.00 |
DisclosureSEC source: 0000950170-24-131434 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,761 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.93 to $54.11, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 23:26 UTC Amendment | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantStock Options (right to buy) · Derivative | 5,342 | $0.00 Strike: $40.13 | $0.00 |
DisclosureSEC source: 0000950170-24-106543 · ownership.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,342 Underlying: Common Stock · 5,342 shares Expires 2034-09-11 F1 · derivative.expiration_date: Stock Options granted to reporting person on 9/11/2024; unless earlier forfeited under the terms of the Options, 100% of the options vest and become exercisable on the third anniversary of the grant date. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantStock Options (right to buy) · Derivative | 2,243 | $0.00 Strike: $40.13 | $0.00 |
DisclosureSEC source: 0000950170-24-106399 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,243 Underlying: Common Stock · 2,243 shares Expires 2034-09-11 F4 · derivative.expiration_date: Stock Options granted to reporting person on 9/11/2024; unless earlier forfeited under the terms of the Options, 100% of the options vest and become exercisable on the third anniversary of the grant date. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,495 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-106399 · ownership.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,495 Underlying: Common Stock · 1,495 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date. F3 · derivative.expiration_date: N/A Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 7,000 | $53.72 | $376,040.00 |
DisclosureSEC source: 0000950170-24-063951 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President of Hydraulics, EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,761 Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 00:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 3,320 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041497 · ownership.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,320 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, 3,320 RSUs shall vest and convert on April 1,2024. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 3,320 RSUs shall vest and convert on April 1,2024. Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 00:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 1,532 | $44.05 | $67,484.60 |
DisclosureSEC source: 0000950170-24-041497 · ownership.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,761 F1 · shares: 3,320 Restricted Stock Units became fully vested on 4/1/2024, of which 1,532 were converted to cash to satisfy tax withholding obligations. Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 00:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 3,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041497 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,293 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, 2024 Filed Apr 4, 2024 00:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 4,382 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041464 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,382 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. F1 · derivative.exercise_price: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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. The payout percentage for the grant based on performance goals was 190% F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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. The payout percentage for the grant based on performance goals was 190% F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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. The payout percentage for the grant based on performance goals was 190% Read SEC document |
| February 22, 2024 Filed Apr 4, 2024 00:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 4,382 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041464 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,973 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 · shares: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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. The payout percentage for the grant based on performance goals was 190% Read SEC document |
| January 28, 2024 Filed Jan 30, 2024 21:57 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 385 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008933 · ownership.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 385 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 28, 2024 Filed Jan 30, 2024 21:57 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008933 · ownership.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,591 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 06, 2024 Filed Jan 9, 2024 21:46 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 4,027 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001250 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,055 Underlying: Common Stock · 4,027 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. F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · 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. F2 · 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 |
| January 06, 2024 Filed Jan 9, 2024 21:46 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 4,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001250 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,206 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 03, 2024 Filed Jan 5, 2024 23:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001060 · doc4.xml · derivative · entry 4 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 435 Underlying: Common Stock · 434 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 |
| January 03, 2024 Filed Jan 5, 2024 23:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 8,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001060 · doc4.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,154 Underlying: Common Stock · 8,154 shares Expires not disclosed F2 · 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, 3,320 RSUs shall vest and convert on April 1,2024, and 33-1/3% of the remainder of the awards will vest and convert into Common Stock on each of the first three anniversaries of the grant date. F2 · 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, 3,320 RSUs shall vest and convert on April 1,2024, and 33-1/3% of the remainder of the awards will vest and convert into Common Stock on each of the first three anniversaries of the grant date. F2 · 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, 3,320 RSUs shall vest and convert on April 1,2024, and 33-1/3% of the remainder of the awards will vest and convert into Common Stock on each of the first three anniversaries of the grant date. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 4,834 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001060 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,834 Underlying: Common Stock · 4,834 shares Expires not disclosed F1 · derivative.exercise_price: The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. 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 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027 F1 · derivative.exercise_date: The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. 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 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027 F1 · derivative.expiration_date: The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. 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 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027 Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001060 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,179 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 28, 2023 Filed Mar 2, 2023 20:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014544 · doc4.xml · derivative · entry 5 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 437 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.