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 |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 2, 2023 20:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 5,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014544 · doc4.xml · derivative · entry 4 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,143 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 the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%. F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%. F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014544 · doc4.xml · nonDerivative · entry 3 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,745 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 | Tax withholdingCommon Stock | 2,300 | $54.44 | $125,212.00 |
DisclosureSEC source: 0001209191-23-014544 · doc4.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,308 F2 · shares: 5143 restricted stock units became fully vested on 2/28/2023, of which 2300 were converted to cash to satisfy tax withholding obligations. Tax withholding was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014544 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,608 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 the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 196%. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 20:23 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 384 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005667 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 Underlying: Common Stock · 384 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, 2023 Filed Jan 31, 2023 20:23 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005667 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,465 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, 2023 Filed Jan 11, 2023 01:41 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002902 · doc4.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F3 · 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, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date. F3 · 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, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date. F3 · 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, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date. Read SEC document |
| January 06, 2023 Filed Jan 11, 2023 01:41 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 3,082 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002902 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,082 Underlying: Common Stock · 3,082 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, 33-1/3% of the awards 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, 33-1/3% of the awards 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, 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 |
| January 06, 2023 Filed Jan 11, 2023 01:41 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 3,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002902 · doc4.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,083 Underlying: Common Stock · 3,083 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 6, 2023, 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 6, 2023, 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 6, 2023, 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002024 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 869 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. 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, 2023 Filed Jan 5, 2023 22:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002024 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,081 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 |
| October 01, 2022 Filed Oct 4, 2022 20:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantStock Options (right to buy) · Derivative | 4,000 | $0.00 Strike: $50.60 | $0.00 |
DisclosureSEC source: 0001209191-22-052237 · doc4.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2032-10-01 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 the first three anniversaries of the grant date. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 18:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 5,418 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025942 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,418 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 accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date. F2 · derivative.expiration_date: Unless earlier accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 18:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025942 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,647 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, 2022 Filed Mar 2, 2022 00:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014383 · doc4.xml · derivative · entry 6 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 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. 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 28, 2022 Filed Mar 2, 2022 00:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 202 | $78.41 | $15,838.82 |
DisclosureSEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 4 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,229 F3 · shares: 437 restricted stock units became fully vested on 2/28/2022, of which 202 were converted to cash to satisfy tax withholding obligations. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 00:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 3 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,431 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 25, 2022 Filed Mar 2, 2022 00:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014383 · 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 · 2,447 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 the Reporting Person on February 22, 2019, as determined by the 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, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the 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, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the 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, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 00:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 1,130 | $105.17 | $118,842.10 |
DisclosureSEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,994 F2 · shares: 2447 restricted stock units became fully vested on 2/25/2022, of which 1130 were converted to cash to satisfy tax withholding obligations. Tax withholding was calculated pursuant to performance criteria for period ending on the last day of January 1, 2022. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 00:34 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 2,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014383 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124 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 the Reporting Person on February 22, 2019, as determined by the 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, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 545 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012910 · doc4.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 545 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, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F3 · 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, 2022 Filed Feb 25, 2022 01:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 252 | $74.52 | $18,779.04 |
DisclosureSEC source: 0001209191-22-012910 · doc4.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677 F1 · shares: 545 restricted stock units became fully vested on 2/22/2022, of which 252 were converted to cash to satisfy tax withholding obligations. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 01:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 545 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012910 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 929 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 28, 2022 Filed Feb 1, 2022 19:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005845 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 769 Underlying: Common Stock · 384 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, 2022 Filed Feb 1, 2022 19:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005845 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 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, 2022 Filed Jan 5, 2022 02:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001297 · doc4.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 Underlying: Common Stock · 1,303 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 the first three anniversaries of the grant date. 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 the first three anniversaries of the grant date. 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 the first three anniversaries of the grant date. Read SEC document |
| January 03, 2022 Filed Mar 4, 2022 22:14 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 1,303 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016397 · doc4.xml · derivative · entry 1 Arduini Matteo · CIK 0001776741 · President, QRC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 Underlying: Common Stock · 1,303 shares Expires not disclosed F1 · derivative.exercise_price: 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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionNon-qualified Stock Options (right to buy) · Derivative | 437 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · derivative · entry 4 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 Underlying: Common Stock · 437 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: 33-1/3% of the options vest and became exercisable on each of the first three anniversaries of the grant date. Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 1,525 | $87.99 | $134,178.80 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · nonDerivative · entry 3 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: This transaction was executed in multiple trades at prices ranging from $87.63 to $88.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 437 | $87.91 | $38,418.37 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · nonDerivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.74 to $88.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 28, 2021 Filed Sep 29, 2021 21:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 437 | $39.75 | $17,370.75 |
DisclosureSEC source: 0001209191-21-058079 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,962 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, 2021 Filed Mar 2, 2021 21:14 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 437 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015879 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 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. 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 |
| February 28, 2021 Filed Mar 2, 2021 21:14 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015879 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525 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, 2021 Filed Feb 24, 2021 21:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013774 · doc4.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545 Underlying: Common Stock · 544 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 |
| February 22, 2021 Filed Feb 24, 2021 21:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013774 · doc4.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088 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 28, 2021 Filed Feb 1, 2021 23:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantNon-qualified Stock Options (right to buy) · Derivative | 1,153 | $0.00 Strike: $55.03 | $0.00 |
DisclosureSEC source: 0001692276-21-000004 · primary_doc.xml · derivative · entry 4 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Common Stock · 1,153 shares Expires 2031-01-28 F3 · 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 |
| January 28, 2021 Filed Feb 1, 2021 23:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,153 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-21-000004 · primary_doc.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153 Underlying: Common Stock · 1,153 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, 33-1/3% of the awards 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, 33-1/3% of the awards 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, 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 |
| January 28, 2021 Filed Feb 1, 2021 23:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,306 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-21-000004 · primary_doc.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,306 Underlying: Common Stock · 2,306 shares Expires not disclosed F1 · 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 fiscal year of 2021 and ending on the last day of the fiscal year of 2023. F1 · derivative.exercise_date: 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 fiscal year of 2021 and ending on the last day of the fiscal year of 2023. F1 · derivative.expiration_date: 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 fiscal year of 2021 and ending on the last day of the fiscal year of 2023. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 19:52 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 5,418 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000030 · primary_doc.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,418 Underlying: Common Stock · 5,418 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: Unless earlier accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date. F2 · derivative.expiration_date: Unless earlier accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantNon-qualified Stock Options (right to buy) · Derivative | 1,311 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001692276-20-000016 · primary_doc.xml · derivative · entry 4 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,311 Underlying: Common Stock · 1,311 shares Expires 2030-02-28 F5 · 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 21:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,311 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000016 · primary_doc.xml · derivative · entry 3 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,311 Underlying: Common Stock · 1,311 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 of the first three anniversaries 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 of the first three anniversaries of the grant date. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,623 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000016 · primary_doc.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,623 Underlying: Common Stock · 2,623 shares Expires not disclosed F1 · 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. 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 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. 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 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 19:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 544 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000010 · primary_doc.xml · derivative · entry 2 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089 Underlying: Common Stock · 544 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 |
| February 22, 2020 Filed Feb 25, 2020 19:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001692276-20-000010 · primary_doc.xml · nonDerivative · entry 1 Arduini Matteo · CIK 0001776741 · Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.