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 |
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 | 601 |
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 601 · Balance 601 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.
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 20:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-407339 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 601 Underlying: Common Stock · 601 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 20:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-397917 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 742 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 20:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 742 | $69.29 | $51,413.18 |
DisclosureSEC source: 0001193125-26-397917 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,778 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 20:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 482 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-275860 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482 Underlying: Common Stock · 482 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 20:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263803 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,291 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 20:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,291 | $81.27 | $104,919.57 |
DisclosureSEC source: 0001193125-26-263803 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,036 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 20:11 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-119733 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 647 Underlying: Common Stock · 647 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 | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-108329 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,106 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 | 1,106 | $64.17 | $70,972.02 |
DisclosureSEC source: 0001193125-26-108329 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,745 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 |
| December 17, 2025 Filed Dec 19, 2025 21:05 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 754 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-326802 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 754 Underlying: Common Stock · 754 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 | 738 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312923 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 738 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 | 738 | $54.19 | $39,992.22 |
DisclosureSEC source: 0001193125-25-312923 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,639 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 | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-233651 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 810 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 | 810 | $52.77 | $42,743.70 |
DisclosureSEC source: 0001193125-25-233651 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,901 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 20:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-211299 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 742 Underlying: Common Stock · 742 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 21:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 821 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084454 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 821 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 21:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 821 | $32.34 | $26,551.14 |
DisclosureSEC source: 0000950170-25-084454 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,091 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 | 1,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083740 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,291 Underlying: Common Stock · 1,291 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 | 1,106 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040224 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,106 Underlying: Common Stock · 1,106 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 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037209 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 875 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 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 875 | $37.10 | $32,462.50 |
DisclosureSEC source: 0000950170-25-037209 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,270 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 21:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,017 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136233 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,017 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 21:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,017 | $53.89 | $54,806.13 |
DisclosureSEC source: 0000950170-24-136233 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,395 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 22:28 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 738 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134227 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 738 Underlying: Common Stock · 738 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 20:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-113267 · ownership.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810 Underlying: Common Stock · 810 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 01:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111082 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 744 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 01:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 744 | $47.15 | $35,079.60 |
DisclosureSEC source: 0000950170-24-111082 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,378 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 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 821 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071894 · ownership.xml · derivative · entry 3 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 821 Underlying: Common Stock · 821 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 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071894 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 742 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 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 742 | $47.20 | $35,022.40 |
DisclosureSEC source: 0000950170-24-071894 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,634 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 00:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029566 · ownership.xml · derivative · entry 3 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 593 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 00:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 593 | $45.16 | $26,779.88 |
DisclosureSEC source: 0000950170-24-029566 · ownership.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,892 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 00:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029566 · ownership.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 875 Underlying: Common Stock · 875 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 01:00 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058422 · doc4.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,017 Underlying: Common Stock · 1,017 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 01:47 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058157 · doc4.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 771 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 01:47 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 771 | $40.23 | $31,017.33 |
DisclosureSEC source: 0001209191-23-058157 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,299 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 17:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050965 · doc4.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 744 Underlying: Common Stock · 744 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 22:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050690 · doc4.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 837 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 22:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 837 | $53.42 | $44,712.54 |
DisclosureSEC source: 0001209191-23-050690 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,528 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 00:33 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036515 · doc4.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 569 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 00:33 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 569 | $62.43 | $35,522.67 |
DisclosureSEC source: 0001209191-23-036515 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,691 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 18:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035311 · doc4.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 742 Underlying: Common Stock · 742 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 18:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017748 · doc4.xml · derivative · entry 3 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 572 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 18:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 572 | $68.56 | $39,216.32 |
DisclosureSEC source: 0001209191-23-017748 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,122 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 18:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017748 · doc4.xml · derivative · entry 2 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593 Underlying: Common Stock · 593 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 22:23 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060383 · doc4.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 771 Underlying: Common Stock · 771 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 19:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051340 · doc4.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837 Underlying: Common Stock · 837 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 16:02 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035737 · doc4.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 Underlying: Common Stock · 569 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 | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018144 · doc4.xml · derivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572 Underlying: Common Stock · 572 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 21:25 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $100.62 | $100,620.00 |
DisclosureSEC source: 0001209191-21-068775 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550 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.