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: 0001193125-26-407385 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 20:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-397906 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · 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 20:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 223 | $69.29 | $15,451.67 |
DisclosureSEC source: 0001193125-26-397906 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,522 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 742 | $69.29 | $51,413.18 |
DisclosureSEC source: 0001193125-26-397906 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,745 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 |
| 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: 0001193125-26-275862 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 20:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263797 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · 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 | Tax withholdingCommon Stock | 388 | $81.27 | $31,532.76 |
DisclosureSEC source: 0001193125-26-263797 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,003 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,291 | $81.27 | $104,919.57 |
DisclosureSEC source: 0001193125-26-263797 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,391 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 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-119737 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 20:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-108318 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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 20:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 354 | $64.17 | $22,716.18 |
DisclosureSEC source: 0001193125-26-108318 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,100 Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,177 | $64.17 | $75,528.09 |
DisclosureSEC source: 0001193125-26-108318 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,454 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 21:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 754 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-326794 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 22:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312918 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 786 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 22:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 236 | $54.19 | $12,788.84 |
DisclosureSEC source: 0001193125-25-312918 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,277 Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:01 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 786 | $54.19 | $42,593.34 |
DisclosureSEC source: 0001193125-25-312918 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,513 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 21:17 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-233647 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · 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 21:17 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 259 | $52.77 | $13,667.43 |
DisclosureSEC source: 0001193125-25-233647 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,727 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| October 04, 2025 Filed Oct 7, 2025 21:17 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 862 | $52.77 | $45,487.74 |
DisclosureSEC source: 0001193125-25-233647 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,986 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 | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-211294 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 21:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084457 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · 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 21:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 263 | $32.34 | $8,505.42 |
DisclosureSEC source: 0000950170-25-084457 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,124 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| June 07, 2025 Filed Jun 10, 2025 21:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 874 | $32.34 | $28,265.16 |
DisclosureSEC source: 0000950170-25-084457 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,387 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 20:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083737 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040225 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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: 0000950170-25-037214 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. F2 · 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 | Tax withholdingCommon Stock | 280 | $37.10 | $10,388.00 |
DisclosureSEC source: 0000950170-25-037214 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,513 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. 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: 0000950170-25-037214 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,793 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: 0000950170-24-136234 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:30 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 306 | $53.89 | $16,490.34 |
DisclosureSEC source: 0000950170-24-136234 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,862 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. 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: 0000950170-24-136234 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,168 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 | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134224 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 786 Underlying: Common Stock · 786 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 | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-113270 · ownership.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 01:36 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111080 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| September 29, 2024 Filed Oct 2, 2024 01:36 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 224 | $47.15 | $10,561.60 |
DisclosureSEC source: 0000950170-24-111080 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,151 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| September 29, 2024 Filed Oct 2, 2024 01:36 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 744 | $47.15 | $35,079.60 |
DisclosureSEC source: 0000950170-24-111080 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,375 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 20:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071900 · ownership.xml · derivative · entry 4 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 874 Underlying: Common Stock · 874 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.expiration_date: N/A Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071900 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 223 | $47.20 | $10,525.60 |
DisclosureSEC source: 0000950170-24-071900 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,631 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 742 | $47.20 | $35,022.40 |
DisclosureSEC source: 0000950170-24-071900 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,854 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 00:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029546 · ownership.xml · derivative · entry 4 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 00:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 178 | $45.16 | $8,038.48 |
DisclosureSEC source: 0000950170-24-029546 · ownership.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,112 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 00:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 593 | $45.16 | $26,779.88 |
DisclosureSEC source: 0000950170-24-029546 · ownership.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,290 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 00:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029546 · ownership.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 931 Underlying: Common Stock · 931 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.expiration_date: N/A Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 00:59 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058421 · doc4.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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: 0001209191-23-058156 · doc4.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 01:47 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 232 | $40.23 | $9,333.36 |
DisclosureSEC source: 0001209191-23-058156 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,697 F1 · shares: No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. 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: 0001209191-23-058156 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,929 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 17:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050964 · doc4.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 22:43 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050691 · doc4.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: N/A F3 · derivative.expiration_date: N/A 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.