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 23, 2023 Filed Sep 27, 2023 22:43 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 252 | $53.42 | $13,461.84 |
DisclosureSEC source: 0001209191-23-050691 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,158 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 23, 2023 Filed Sep 27, 2023 22:43 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 837 | $53.42 | $44,712.54 |
DisclosureSEC source: 0001209191-23-050691 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,410 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 00:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036520 · 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 · 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. 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 08, 2023 Filed Jun 13, 2023 00:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 171 | $62.43 | $10,675.53 |
DisclosureSEC source: 0001209191-23-036520 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,573 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 08, 2023 Filed Jun 13, 2023 00:37 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036520 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,744 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 18:25 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035310 · doc4.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. F2 · derivative.expiration_date: N/A Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 18:15 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017746 · doc4.xml · derivative · entry 4 Schuetz Alexander · CIK 0001610011 · 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. 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 09, 2023 Filed Mar 10, 2023 18:15 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 172 | $68.56 | $11,792.32 |
DisclosureSEC source: 0001209191-23-017746 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,175 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 09, 2023 Filed Mar 10, 2023 18:15 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017746 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,347 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 18:15 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017746 · doc4.xml · derivative · entry 3 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593 Underlying: Common Stock · 593 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 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: 0001209191-22-060384 · doc4.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 19:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051346 · doc4.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 15:59 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035731 · doc4.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 19:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018141 · doc4.xml · derivative · entry 1 Schuetz Alexander · CIK 0001610011 · 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 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 300 | $100.62 | $30,186.00 |
DisclosureSEC source: 0001209191-21-068785 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,775 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1000 shares. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $100.62 | $100,620.00 |
DisclosureSEC source: 0001209191-21-068785 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,075 Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 20:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 300 | $88.57 | $26,571.00 |
DisclosureSEC source: 0001209191-21-057779 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,075 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 20:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $88.57 | $88,570.00 |
DisclosureSEC source: 0001209191-21-057779 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,375 Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 300 | $73.53 | $22,059.00 |
DisclosureSEC source: 0001209191-21-038916 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,375 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:31 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $73.53 | $73,530.00 |
DisclosureSEC source: 0001209191-21-038916 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,675 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 300 | $72.91 | $21,873.00 |
DisclosureSEC source: 0001209191-21-020133 · doc4.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,675 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $72.91 | $72,910.00 |
DisclosureSEC source: 0001209191-21-020133 · doc4.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,975 Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 14:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 240 | $51.89 | $12,453.60 |
DisclosureSEC source: 0001692276-20-000074 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,975 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 800 shares. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 14:39 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 800 | $51.89 | $41,512.00 |
DisclosureSEC source: 0001692276-20-000074 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,215 Read SEC document |
| October 07, 2020 Filed Oct 8, 2020 18:44 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 300 | $39.12 | $11,736.00 |
DisclosureSEC source: 0001692276-20-000058 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,415 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| October 07, 2020 Filed Oct 8, 2020 18:44 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $39.12 | $39,120.00 |
DisclosureSEC source: 0001692276-20-000058 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,715 Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 18:50 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 545 | $40.14 | $21,873.58 |
DisclosureSEC source: 0001692276-20-000055 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,715 F2 · price: The range of prices for the transactions reported is $39.83 - $40.31. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 18:50 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 783 | $39.74 | $31,113.60 |
DisclosureSEC source: 0001692276-20-000055 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,260 F1 · price: The range of prices for the transactions reported is $39.60 - $39.99. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 10, 2020 Filed Sep 10, 2020 21:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 3,000 | $39.61 | $118,826.70 |
DisclosureSEC source: 0001692276-20-000053 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,715 F2 · price: The range of prices for the transactions reported is $39.60 - $39.71. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 10, 2020 Filed Sep 15, 2020 18:39 UTC Amendment | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 1,672 | $39.61 | $66,226.08 |
DisclosureSEC source: 0001692276-20-000054 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,043 F1 · shares: The reporting person is amending the transaction reported in the previously filed Form 4 (filed on 9/10/2020) to correct the amount of shares sold on 9/10/2020 (which was incorrectly reported in the original Form 4 as 3,000 shares) and end of period holdings (which was incorrectly reported in the original Form 4 as 5,715 shares). F2 · price: The range of prices for the transactions reported is $39.60 - $39.71. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: The reporting person is amending the transaction reported in the previously filed Form 4 (filed on 9/10/2020) to correct the amount of shares sold on 9/10/2020 (which was incorrectly reported in the original Form 4 as 3,000 shares) and end of period holdings (which was incorrectly reported in the original Form 4 as 5,715 shares). Read SEC document |
| August 28, 2020 Filed Aug 31, 2020 16:43 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 3,000 | $41.30 | $123,900.00 |
DisclosureSEC source: 0001692276-20-000052 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,715 Read SEC document |
| August 14, 2020 Filed Sep 10, 2020 21:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 3,000 | $42.51 | $127,529.70 |
DisclosureSEC source: 0001692276-20-000053 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,715 F1 · price: The range of prices for the transactions reported is $42.50 - $42.52. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 300 | $41.54 | $12,462.00 |
DisclosureSEC source: 0001692276-20-000048 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,715 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $41.54 | $41,540.00 |
DisclosureSEC source: 0001692276-20-000048 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,015 Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 22:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 375 | $40.05 | $15,018.75 |
DisclosureSEC source: 0001692276-20-000025 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,015 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,250 shares. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 22:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,250 | $40.05 | $50,062.50 |
DisclosureSEC source: 0001692276-20-000025 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,390 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 300 | $46.25 | $13,875.00 |
DisclosureSEC source: 0001692276-19-000014 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,140 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 19:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $46.25 | $46,250.00 |
DisclosureSEC source: 0001692276-19-000014 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,440 Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 300 | $42.98 | $12,894.00 |
DisclosureSEC source: 0001610011-19-000003 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,440 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $42.98 | $42,980.00 |
DisclosureSEC source: 0001610011-19-000003 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,740 Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 14:52 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | OtherCommon Stock | 300 | $44.73 | $13,419.00 |
DisclosureSEC source: 0001610011-19-000002 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,740 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 14:52 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $44.73 | $44,730.00 |
DisclosureSEC source: 0001610011-19-000002 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,040 Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 21:25 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | OtherCommon Stock | 300 | $48.59 | $14,577.00 |
DisclosureSEC source: 0001610011-19-000001 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,040 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 21:25 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $48.59 | $48,590.00 |
DisclosureSEC source: 0001610011-19-000001 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,340 Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 16:20 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | OtherCommon Stock | 300 | $36.43 | $10,929.00 |
DisclosureSEC source: 0001610011-18-000004 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,340 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 16:20 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $36.43 | $36,430.00 |
DisclosureSEC source: 0001610011-18-000004 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,640 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 20:06 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | OtherCommon Stock | 300 | $57.56 | $17,268.00 |
DisclosureSEC source: 0001610011-18-000003 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,640 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 20:06 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $57.56 | $57,560.00 |
DisclosureSEC source: 0001610011-18-000003 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,940 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 19:49 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | OtherCommon Stock | 300 | $50.37 | $15,111.00 |
DisclosureSEC source: 0001610011-18-000002 · primary_doc.xml · nonDerivative · entry 2 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,940 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on the award of 1,000 shares. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 19:49 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $50.37 | $50,370.00 |
DisclosureSEC source: 0001610011-18-000002 · primary_doc.xml · nonDerivative · entry 1 Schuetz Alexander · CIK 0001610011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,240 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.