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 |
|---|---|---|---|---|---|---|
| November 06, 2017 Filed Nov 7, 2017 21:44 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 3,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-17-000065 · wf-form4_151009107327426.xml · nonDerivative · entry 1 Sacchi Diana · CIK 0001720309 · SVP CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,444 F1 · shares: Represents restricted stock units of the Issuer vesting on the third 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.