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 24, 2021 Filed Sep 27, 2021 20:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $88.57 | $88,570.00 |
DisclosureSEC source: 0001209191-21-057770 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,300 Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:25 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $73.53 | $73,530.00 |
DisclosureSEC source: 0001209191-21-038909 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $72.91 | $72,910.00 |
DisclosureSEC source: 0001209191-21-020126 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 22:29 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,100 | $51.89 | $57,079.00 |
DisclosureSEC source: 0001692276-20-000071 · primary_doc.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Read SEC document |
| October 07, 2020 Filed Oct 8, 2020 19:15 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $39.12 | $23,472.00 |
DisclosureSEC source: 0001692276-20-000061 · primary_doc.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 18:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $41.54 | $24,924.00 |
DisclosureSEC source: 0001496785-20-000003 · primary_doc.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 18:51 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Option · Derivative | 1,172 | $0.00 Strike: $276.64 | $0.00 |
DisclosureSEC source: 0001209191-18-023555 · doc4.xml · derivative · entry 8 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,172 Underlying: Common Stock · 1,172 shares Expires 2028-04-01 Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 18:51 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantCommon Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023555 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,126 F1 · shares: 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. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | Exercise / conversionStock Option · Derivative | 6,789 | $0.00 Strike: $149.02 | $0.00 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · derivative · entry 13 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,789 shares Expires 2021-04-26 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 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 200 | $232.72 | $46,544.00 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 12 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,735 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 1,169 | $231.99 | $271,194.21 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 11 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,935 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $231.71 to $232.33, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 300 | $235.50 | $70,649.01 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 10 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,104 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.28 to $235.70, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 300 | $233.72 | $70,115.01 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 9 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,404 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $233.57 to $233.84, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 400 | $232.77 | $93,108.00 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 8 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,704 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.53 to $233.11, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 2,789 | $232.50 | $648,442.50 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 7 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,104 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 600 | $232.83 | $139,696.02 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 6 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,893 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.64 to $233.25, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 1,400 | $231.96 | $324,738.54 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 5 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,493 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $231.62 to $232.60, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 600 | $235.60 | $141,360.12 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 4 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,893 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.28 to $235.92, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 400 | $234.17 | $93,667.00 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 3 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,493 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $233.74 to $234.71, inclusive. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 1,000 | $233.06 | $233,063.00 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 2 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,893 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.62 to $233.57, inclusive. The reporting person undertakes to provide W.W. Grainger, Inc., any security holder of W.W. Grainger, Inc., 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 ranges set forth in footnotes (2), (3), (4), (5), (6), (7), (8), (9), and (10) to this Form 4. Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 19:53 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | Exercise / conversionCommon Stock | 6,789 | $149.02 | $1,011,696.78 |
DisclosureSEC source: 0001209191-18-003372 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,893 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 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. Read SEC document |
| July 27, 2017 Filed Jul 27, 2017 19:00 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | Tax withholdingCommon Stock | 1,131 | $166.18 | $187,949.58 |
DisclosureSEC source: 0001209191-17-046422 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,104 Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 19:46 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantStock Option · Derivative | 3,311 | $0.00 Strike: $231.20 | $0.00 |
DisclosureSEC source: 0001209191-17-024628 · doc4.xml · derivative · entry 8 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,311 Underlying: Common Stock · 3,311 shares Expires 2027-04-02 Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 19:54 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | SaleCommon Stock | 695 | $249.07 | $173,103.65 |
DisclosureSEC source: 0001209191-17-018667 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,235 F1 · kind: Transaction pursuant to a previously adopted Rule 10b5-1 trading program. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 17:17 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | Tax withholdingCommon Stock | 244 | $232.25 | $56,669.00 |
DisclosureSEC source: 0001209191-17-011898 · doc4.xml · nonDerivative · entry 4 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,930 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 17:17 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantCommon Stock | 779 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011898 · doc4.xml · nonDerivative · entry 3 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,174 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 17:17 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | Tax withholdingCommon Stock | 93 | $232.25 | $21,599.25 |
DisclosureSEC source: 0001209191-17-011898 · doc4.xml · nonDerivative · entry 2 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,395 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 17:17 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantCommon Stock | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011898 · doc4.xml · nonDerivative · entry 1 Brown Laura D · CIK 0001496785 · Sr. VP, Inv Rel & Comm 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,488 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.