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Greenberg Marc A

Disclosed activity across 1 company

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62110
SEC CIK
0001904959

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Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399General Counsel and SecretarySeptember 11, 2026September 15, 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 11, 2026 · Filed September 15, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect10,527 Ending reported balance After 2026-09-11 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-09-11 · Exercise / conversion · Acquired 747 · Balance 10,821

Row 2 · 2026-09-11 · Tax withholding · Disposed 294 · Balance 10,527

F1: 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.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2026-09-11 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-09-11 · Exercise / conversion · Disposed 747 · Balance 0

F4: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Common StockSEC Table I · non-derivativeIndirectBy 401(k) Plan Trust58.5 Reported balance Holding disclosure · report date 2026-09-11 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 58.5

F2: Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan.

Common StockSEC Table I · non-derivativeIndirectBy Spouse166 Reported balance Holding disclosure · report date 2026-09-11 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 166

F3: The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any.

Filing footnotes · ownership attribution and instrument terms

F1: 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.

F2: Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan.

F3: The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any.

F4: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 11, 2026 Filed Sep 15, 2026 20:13 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 747 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-391928 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 747 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F5 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
September 11, 2026 Filed Sep 15, 2026 20:13 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 294 $70.66 $20,774.04
Disclosure

SEC source: 0001193125-26-391928 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,527

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 11, 2026 Filed Sep 15, 2026 20:13 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 747 $70.66 $52,783.02
Disclosure

SEC source: 0001193125-26-391928 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,821

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 05, 2026 Filed Mar 9, 2026 20:02 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance Stock Options (right to buy) · Derivative 7,071 $0.00 Strike: $67.61 $0.00
Disclosure

SEC source: 0001193125-26-098450 · ownership.xml · derivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,071

Underlying: Common Stock · 7,071 shares

Expires not disclosed

F2 · derivative.exercise_date: The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.

F2 · derivative.expiration_date: The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 20:02 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 3,417 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-098450 · ownership.xml · derivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,417

Underlying: Common Stock · 3,417 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029.

F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029.

F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029.

Read SEC document
January 06, 2026 Filed Jan 8, 2026 21:20 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 969 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-007735 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 969 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 06, 2026 Filed Jan 8, 2026 21:20 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 381 $59.46 $22,654.26
Disclosure

SEC source: 0001193125-26-007735 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,074

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
January 06, 2026 Filed Jan 8, 2026 21:20 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 969 $59.46 $57,616.74
Disclosure

SEC source: 0001193125-26-007735 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,455

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
January 03, 2026 Filed Jan 7, 2026 02:01 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 1,842 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-005151 · ownership.xml · derivative · entry 8

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,686

Underlying: Common Stock · 1,842 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:01 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 1,719 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-005151 · ownership.xml · derivative · entry 7

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,719

Underlying: Common Stock · 1,719 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:01 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 823 $54.71 $45,026.33
Disclosure

SEC source: 0001193125-26-005151 · ownership.xml · nonDerivative · entry 4

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,486

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
January 03, 2026 Filed Jan 7, 2026 02:01 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 1,842 $54.71 $100,775.82
Disclosure

SEC source: 0001193125-26-005151 · ownership.xml · nonDerivative · entry 3

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,309

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
January 03, 2026 Filed Jan 7, 2026 02:01 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 756 $54.71 $41,360.76
Disclosure

SEC source: 0001193125-26-005151 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,467

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
January 03, 2026 Filed Jan 7, 2026 02:01 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 1,719 $54.71 $94,046.49
Disclosure

SEC source: 0001193125-26-005151 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,223

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 11, 2025 Filed Sep 15, 2025 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 748 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-203618 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747

Underlying: Common Stock · 748 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F5 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 295 $55.89 $16,487.55
Disclosure

SEC source: 0001193125-25-203618 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,504

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 11, 2025 Filed Sep 15, 2025 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 748 $55.89 $41,805.72
Disclosure

SEC source: 0001193125-25-203618 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,799

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
February 27, 2025 Filed Mar 3, 2025 23:33 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance Stock Options (right to buy) · Derivative 11,835 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031156 · ownership.xml · derivative · entry 4

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,835

Underlying: Common Stock · 11,835 shares

Expires not disclosed

F4 · derivative.exercise_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

F4 · derivative.expiration_date: The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:33 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 5,528 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031156 · ownership.xml · derivative · entry 3

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,528

Underlying: Common Stock · 5,528 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F3 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

F3 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

Read SEC document
January 06, 2025 Filed Jan 8, 2025 21:50 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 969 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-003494 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 969

Underlying: Common Stock · 969 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 06, 2025 Filed Jan 8, 2025 21:50 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 433 $44.67 $19,342.11
Disclosure

SEC source: 0000950170-25-003494 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,051

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
January 06, 2025 Filed Jan 8, 2025 21:50 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 969 $44.67 $43,285.23
Disclosure

SEC source: 0000950170-25-003494 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,484

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
January 03, 2025 Filed Jan 7, 2025 21:25 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 330 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-002857 · ownership.xml · derivative · entry 6

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 330 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:25 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 1,718 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-002857 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,438

Underlying: Common Stock · 1,718 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:25 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 916 $44.37 $40,642.92
Disclosure

SEC source: 0000950170-25-002857 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,515

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
January 03, 2025 Filed Jan 7, 2025 21:25 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 2,048 $44.37 $90,869.76
Disclosure

SEC source: 0000950170-25-002857 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,431

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 11, 2024 Filed Sep 13, 2024 23:27 UTC Amendment HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantStock Options (right to buy) · Derivative 5,342 $0.00 Strike: $40.13 $0.00
Disclosure

SEC source: 0000950170-24-106545 · ownership.xml · derivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,342

Underlying: Common Stock · 5,342 shares

Expires 2034-09-11

F1 · derivative.expiration_date: Stock Options granted to reporting person on 9/11/2024; unless earlier forfeited under the terms of the Options, 100% of the options vest and become exercisable on the third anniversary of the grant date.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 20:36 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantStock Options (right to buy) · Derivative 2,243 $0.00 Strike: $40.13 $0.00
Disclosure

SEC source: 0000950170-24-106403 · ownership.xml · derivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,243

Underlying: Common Stock · 2,243 shares

Expires 2034-09-11

F4 · derivative.expiration_date: Stock Options granted to reporting person on 9/11/2024; unless earlier forfeited under the terms of the Options, 100% of the options vest and become exercisable on the third anniversary of the grant date.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 20:36 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 1,495 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-106403 · ownership.xml · derivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,495

Underlying: Common Stock · 1,495 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F3 · derivative.expiration_date: N/A

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April 01, 2024 Filed Apr 4, 2024 00:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 3,320 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041498 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,320 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 3,320 RSUs shall vest and convert on April 1,2024.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 3,320 RSUs shall vest and convert on April 1,2024.

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April 01, 2024 Filed Apr 4, 2024 00:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 1,307 $44.05 $57,573.35
Disclosure

SEC source: 0000950170-24-041498 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,383

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.

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April 01, 2024 Filed Apr 4, 2024 00:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 3,320 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041498 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,690

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.

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January 28, 2024 Filed Jan 30, 2024 21:51 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 182 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008922 · ownership.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 182 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

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January 28, 2024 Filed Jan 30, 2024 21:51 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 72 $42.87 $3,086.64
Disclosure

SEC source: 0000950170-24-008922 · ownership.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,370.5798

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.

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January 28, 2024 Filed Jan 30, 2024 21:51 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 182 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008922 · ownership.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,442

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.

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January 06, 2024 Filed Jan 9, 2024 21:46 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 3,968 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001249 · doc4.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,938

Underlying: Common Stock · 3,968 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.

F5 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F6 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F6 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

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January 06, 2024 Filed Jan 9, 2024 21:46 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 1,734 $42.35 $73,434.90
Disclosure

SEC source: 0001209191-24-001249 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,260

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.

F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan.

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January 06, 2024 Filed Jan 9, 2024 21:46 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 3,968 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001249 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,993.2899

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
January 03, 2024 Filed Jan 5, 2024 23:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 329 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001064 · doc4.xml · derivative · entry 7

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330

Underlying: Common Stock · 329 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.

F5 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F6 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F6 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

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January 03, 2024 Filed Jan 5, 2024 23:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 8,476 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001064 · doc4.xml · derivative · entry 6

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,476

Underlying: Common Stock · 8,476 shares

Expires not disclosed

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 3,320 RSUs shall vest and convert on April 1,2024, and 33-1/3% of the remainder of the awards will vest and convert into Common Stock on each of the first three anniversaries of the grant date.

F4 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 3,320 RSUs shall vest and convert on April 1,2024, and 33-1/3% of the remainder of the awards will vest and convert into Common Stock on each of the first three anniversaries of the grant date.

F4 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 3,320 RSUs shall vest and convert on April 1,2024, and 33-1/3% of the remainder of the awards will vest and convert into Common Stock on each of the first three anniversaries of the grant date.

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January 03, 2024 Filed Jan 5, 2024 23:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance-Based Restricted Stock Units · Derivative 5,156 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001064 · doc4.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,156

Underlying: Common Stock · 5,156 shares

Expires not disclosed

F3 · derivative.exercise_price: The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027

F3 · derivative.exercise_date: The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027

F3 · derivative.expiration_date: The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027

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January 03, 2024 Filed Jan 5, 2024 23:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 147 $42.67 $6,272.49
Disclosure

SEC source: 0001209191-24-001064 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,025.2899

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.

F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan.

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January 03, 2024 Filed Jan 5, 2024 23:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 329 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001064 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,172.2686

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
January 28, 2023 Filed Jan 31, 2023 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 182 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005669 · doc4.xml · derivative · entry 5

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182

Underlying: Common Stock · 182 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.

F5 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F6 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F6 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

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January 28, 2023 Filed Jan 31, 2023 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 82 $66.19 $5,427.58
Disclosure

SEC source: 0001209191-23-005669 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 843.2686

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.

F2 · balance_after: Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan.

Read SEC document
January 28, 2023 Filed Jan 31, 2023 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 182 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-005669 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 925.2686

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
January 06, 2023 Filed Jan 11, 2023 01:35 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 3,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002898 · doc4.xml · derivative · entry 3

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date.

F3 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date.

F3 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock on the first anniversary of the grant date.

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January 06, 2023 Filed Jan 11, 2023 01:35 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 2,906 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002898 · doc4.xml · derivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,906

Underlying: Common Stock · 2,906 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.

F2 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.

F2 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.

Read SEC document
January 06, 2023 Filed Jan 11, 2023 01:35 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance-Based Restricted Stock Units · Derivative 2,906 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002898 · doc4.xml · derivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,906

Underlying: Common Stock · 2,906 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 6, 2023, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026.

F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 6, 2023, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026.

F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 6, 2023, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026.

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January 03, 2023 Filed Jan 5, 2023 23:03 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 329 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-002048 · doc4.xml · derivative · entry 4

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 659

Underlying: Common Stock · 329 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.

F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F5 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

F5 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

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.