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 |
| Welbilt, Inc.WBT · Entity 125055 | SVP CHRO | March 19, 2018 | March 21, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HELIOS TECHNOLOGIES, INC.
Report date September 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 638 |
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 638 · Balance 638 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.
Welbilt, Inc.
Report date March 19, 2018 · Filed March 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.25 · Expires 2028-03-19 | Direct | 6,178 |
Reported balance
After 2018-03-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-19 · Grant · Acquired 6,178 · Balance 6,178 F1: Options vest in four equal annual installments of 25% each, beginning on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest in four equal annual installments of 25% each, beginning on the first anniversary of the date of grant.
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 20:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-407477 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638 Underlying: Common Stock · 638 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 | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-397908 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 787 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 20:07 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 787 | $69.29 | $54,531.23 |
DisclosureSEC source: 0001193125-26-397908 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,162 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 | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-275865 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 511 Underlying: Common Stock · 511 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 | 1,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263801 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,369 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 | 1,369 | $81.27 | $111,258.63 |
DisclosureSEC source: 0001193125-26-263801 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,375 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 |
| March 19, 2026 Filed Mar 23, 2026 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-119739 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 686 Underlying: Common Stock · 686 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 20:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-108334 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,249 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 20:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,249 | $64.17 | $80,148.33 |
DisclosureSEC source: 0001193125-26-108334 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,006 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 21:08 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 799 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-326838 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 799 Underlying: Common Stock · 799 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 22:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-312935 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 834 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 22:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 834 | $54.19 | $45,194.46 |
DisclosureSEC source: 0001193125-25-312935 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,757 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 |
| November 05, 2025 Filed Nov 12, 2025 21:04 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 620 | $58.36 | $36,180.10 |
DisclosureSEC source: 0001193125-25-277516 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,923 Read SEC document |
| October 04, 2025 Filed Oct 7, 2025 21:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-233653 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 914 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 | 914 | $52.77 | $48,231.78 |
DisclosureSEC source: 0001193125-25-233653 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,543 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 | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-211304 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787 Underlying: Common Stock · 787 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 | 927 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084456 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 927 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 21:09 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 927 | $32.34 | $29,979.18 |
DisclosureSEC source: 0000950170-25-084456 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,629 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 20:15 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,369 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083748 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,369 Underlying: Common Stock · 1,369 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 20:02 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040221 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,249 Underlying: Common Stock · 1,249 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 | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037210 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 987 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 | 987 | $37.10 | $36,617.70 |
DisclosureSEC source: 0000950170-25-037210 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,702 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 | 1,079 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136227 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,079 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 | 1,079 | $53.89 | $58,147.31 |
DisclosureSEC source: 0000950170-24-136227 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,715 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 22:25 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134220 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 834 Underlying: Common Stock · 834 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 |
| November 07, 2024 Filed Nov 8, 2024 21:13 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | SaleCommon Stock | 615 | $53.91 | $33,154.65 |
DisclosureSEC source: 0000950170-24-124095 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,636 Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:44 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-113265 · ownership.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 914 Underlying: Common Stock · 914 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 | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-111081 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 789 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 01:36 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 789 | $47.15 | $37,201.35 |
DisclosureSEC source: 0000950170-24-111081 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,251 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 | 927 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071893 · ownership.xml · derivative · entry 3 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 927 Underlying: Common Stock · 927 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 | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071893 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 787 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 | 787 | $47.20 | $37,146.40 |
DisclosureSEC source: 0000950170-24-071893 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,462 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 00:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029569 · ownership.xml · derivative · entry 3 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 629 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 00:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 629 | $45.16 | $28,405.64 |
DisclosureSEC source: 0000950170-24-029569 · ownership.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,675 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 00:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029569 · ownership.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 987 Underlying: Common Stock · 987 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 00:59 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058420 · doc4.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,079 Underlying: Common Stock · 1,079 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 01:46 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058155 · doc4.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 725 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 01:46 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 725 | $40.23 | $29,166.75 |
DisclosureSEC source: 0001209191-23-058155 · doc4.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,046 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 | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050962 · doc4.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 789 Underlying: Common Stock · 789 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 | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050692 · doc4.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · 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. F2 · derivative.exercise_date: N/A 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 / conversionCommon Stock | 786 | $53.42 | $41,988.12 |
DisclosureSEC source: 0001209191-23-050692 · doc4.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,321 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 00:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036518 · doc4.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 535 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 00:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 535 | $62.43 | $33,400.05 |
DisclosureSEC source: 0001209191-23-036518 · doc4.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 535 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 18:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035309 · doc4.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787 Underlying: Common Stock · 787 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 08, 2023 Filed Mar 10, 2023 18:17 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017747 · doc4.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629 Underlying: Common Stock · 629 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 22:24 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060385 · doc4.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 725 Underlying: Common Stock · 725 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 19:33 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051347 · doc4.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: Not disclosed 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 |
| June 08, 2022 Filed Jun 10, 2022 15:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035727 · doc4.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535 Underlying: Common Stock · 535 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 19, 2018 Filed Mar 21, 2018 21:33 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantStock Options (Right to Buy) · Derivative | 6,178 | $0.00 Strike: $20.25 | $0.00 |
DisclosureSEC source: 0001650962-18-000047 · wf-form4_152166802082225.xml · derivative · entry 1 Sacchi Diana · CIK 0001720309 · SVP CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,178 Underlying: Common Stock · 6,178 shares Expires 2028-03-19 F1 · derivative.exercise_date: Options vest in four equal annual installments of 25% each, beginning on the first anniversary of the date of grant. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 21:44 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantStock Options (Right to Buy) · Derivative | 730 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0001650962-17-000065 · wf-form4_151009107327426.xml · derivative · entry 2 Sacchi Diana · CIK 0001720309 · SVP CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730 Underlying: Common Stock · 730 shares Expires 2027-11-06 F2 · derivative.exercise_date: Options vest in four equal annual installments of 25% each, beginning on the first anniversary of the date of grant. 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.