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 24, 2021 Filed Sep 27, 2021 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $88.57 | $88,570.00 |
DisclosureSEC source: 0001209191-21-057774 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $73.53 | $73,530.00 |
DisclosureSEC source: 0001209191-21-038911 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,550 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:10 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $72.91 | $54,682.50 |
DisclosureSEC source: 0001209191-21-020127 · doc4.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,550 Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 22:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $51.89 | $31,134.00 |
DisclosureSEC source: 0001692276-20-000072 · primary_doc.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Read SEC document |
| October 07, 2020 Filed Oct 8, 2020 19:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $39.12 | $23,472.00 |
DisclosureSEC source: 0001692276-20-000062 · primary_doc.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:44 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 600 | $41.54 | $24,924.00 |
DisclosureSEC source: 0001692276-20-000051 · primary_doc.xml · nonDerivative · entry 1 Chenanda Cary · CIK 0001806096 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 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.