Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director | September 25, 2026 | September 29, 2026 |
| W.W. GRAINGER, INC.GWW · Entity 2997 | Sr. VP, Inv Rel & Comm | April 02, 2018 | April 04, 2018 |
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 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 951 |
Reported balance
After 2026-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-25 · Grant · Acquired 951 · Balance 951 F1: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.
W.W. GRAINGER, INC.
Report date April 02, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,126 |
Reported balance
After 2018-04-02 transaction · row 1
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 391 · Balance 8,126 F1: Award of restricted stock units to be settled after vesting by the delivery of unrestricted shares of common stock on a one-for-one basis. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $276.64 · Expires 2028-04-01 | Direct | 1,172 |
Reported balance
After 2018-04-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-04-02 · Grant · Acquired 1,172 · Balance 1,172 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $204.01 · Expires 2022-04-24 | Direct | 5,208 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 5,208 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $245.86 · Expires 2023-04-23 | Direct | 4,197 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,197 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $248.22 · Expires 2024-04-29 | Direct | 3,271 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,271 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $231.88 · Expires 2025-03-31 | Direct | 3,807 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,807 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $234.38 · Expires 2026-03-31 | Direct | 4,766 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,766 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $231.20 · Expires 2027-04-02 | Direct | 3,311 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,311 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units to be settled after vesting by the delivery of unrestricted shares of common stock on a one-for-one basis.
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 25, 2026 Filed Sep 29, 2026 20:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 951 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-407336 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 951 Underlying: Common Stock · 951 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-397911 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,174 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. Upon vesting, there is no expiration. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,174 | $69.29 | $81,346.46 |
DisclosureSEC source: 0001193125-26-397911 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,442 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 16, 2026 Filed Jun 18, 2026 20:10 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 761 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-275855 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 761 Underlying: Common Stock · 761 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 2,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263800 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,042 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. Upon vesting, there is no expiration. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 2,042 | $81.27 | $165,953.34 |
DisclosureSEC source: 0001193125-26-263800 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,268 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 |
| March 19, 2026 Filed Mar 23, 2026 20:10 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-119730 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,023 Underlying: Common Stock · 1,023 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:05 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-108331 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,177 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. Upon vesting, there is no expiration. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:05 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,177 | $64.17 | $75,528.09 |
DisclosureSEC source: 0001193125-26-108331 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,226 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 17, 2025 Filed Dec 19, 2025 21:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-326831 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,192 Underlying: Common Stock · 1,192 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:03 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312926 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 882 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. Upon vesting, there is no expiration. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:03 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 882 | $54.19 | $47,795.58 |
DisclosureSEC source: 0001193125-25-312926 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,049 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 04, 2025 Filed Oct 7, 2025 21:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-233652 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 862 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. Upon vesting, there is no expiration. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| October 04, 2025 Filed Oct 7, 2025 21:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 862 | $52.77 | $45,487.74 |
DisclosureSEC source: 0001193125-25-233652 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,167 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 |
| September 18, 2025 Filed Sep 22, 2025 20:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-211298 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,174 Underlying: Common Stock · 1,174 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| June 07, 2025 Filed Jun 10, 2025 21:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084452 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 874 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. Upon vesting, there is no expiration. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| June 07, 2025 Filed Jun 10, 2025 21:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 874 | $32.34 | $28,265.16 |
DisclosureSEC source: 0000950170-25-084452 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,305 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 05, 2025 Filed Jun 9, 2025 20:14 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 2,042 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083738 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,042 Underlying: Common Stock · 2,042 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:03 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040222 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,177 Underlying: Common Stock · 1,177 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037216 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 931 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. Upon vesting, there is no expiration. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 931 | $37.10 | $34,540.10 |
DisclosureSEC source: 0000950170-25-037216 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,431 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 |
| December 11, 2024 Filed Dec 13, 2024 21:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,079 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136236 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,079 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,079 | $53.89 | $58,147.31 |
DisclosureSEC source: 0000950170-24-136236 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 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, 2024 Filed Dec 6, 2024 22:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134225 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 882 Underlying: Common Stock · 882 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:44 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-113262 · ownership.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 862 Underlying: Common Stock · 862 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| September 29, 2024 Filed Oct 2, 2024 01:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111078 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 789 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| September 29, 2024 Filed Oct 2, 2024 01:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 789 | $47.15 | $37,201.35 |
DisclosureSEC source: 0000950170-24-111078 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,421 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 07, 2024 Filed Jun 11, 2024 20:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071890 · ownership.xml · derivative · entry 3 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 874 Underlying: Common Stock · 874 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071890 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 787 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 787 | $47.20 | $37,146.40 |
DisclosureSEC source: 0000950170-24-071890 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,632 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 |
| March 08, 2024 Filed Mar 12, 2024 00:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029561 · ownership.xml · derivative · entry 3 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 629 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 00:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 629 | $45.16 | $28,405.64 |
DisclosureSEC source: 0000950170-24-029561 · ownership.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,845 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 |
| March 07, 2024 Filed Mar 12, 2024 00:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029561 · ownership.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 931 Underlying: Common Stock · 931 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 01:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058424 · doc4.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,079 Underlying: Common Stock · 1,079 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 01:48 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 818 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058159 · doc4.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 818 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 01:48 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 818 | $40.23 | $32,908.14 |
DisclosureSEC source: 0001209191-23-058159 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,216 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 |
| September 29, 2023 Filed Oct 2, 2023 17:40 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050967 · doc4.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 789 Underlying: Common Stock · 789 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| September 23, 2023 Filed Sep 27, 2023 22:40 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050688 · doc4.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 887 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| September 23, 2023 Filed Sep 27, 2023 22:40 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 887 | $53.42 | $47,383.54 |
DisclosureSEC source: 0001209191-23-050688 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,398 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 08, 2023 Filed Jun 13, 2023 00:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036524 · doc4.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 604 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| June 08, 2023 Filed Jun 13, 2023 00:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 604 | $62.43 | $37,707.72 |
DisclosureSEC source: 0001209191-23-036524 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,511 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 07, 2023 Filed Jun 8, 2023 18:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035314 · doc4.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787 Underlying: Common Stock · 787 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 18:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017750 · doc4.xml · derivative · entry 3 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 607 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: N/A F2 · derivative.expiration_date: N/A Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 18:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 607 | $68.56 | $41,615.92 |
DisclosureSEC source: 0001209191-23-017750 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,907 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 |
| March 08, 2023 Filed Mar 10, 2023 18:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017750 · doc4.xml · derivative · entry 2 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629 Underlying: Common Stock · 629 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| December 07, 2022 Filed Dec 8, 2022 22:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 818 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060380 · doc4.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818 Underlying: Common Stock · 818 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| September 23, 2022 Filed Sep 27, 2022 19:29 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051343 · doc4.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887 Underlying: Common Stock · 887 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 16:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035735 · doc4.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604 Underlying: Common Stock · 604 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 19:57 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018143 · doc4.xml · derivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607 Underlying: Common Stock · 607 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.expiration_date: N/A Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:28 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $100.62 | $100,620.00 |
DisclosureSEC source: 0001209191-21-068787 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,300 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.