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Greenberg Marc A

Disclosed activity across 1 company

Tapewire entity
62110
SEC CIK
0001904959

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Reported relationships

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
January 03, 2023 Filed Jan 5, 2023 23:03 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 147 $54.41 $7,998.27
Disclosure

SEC source: 0001209191-23-002048 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 743.2686

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

SEC source: 0001209191-23-002048 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 889.93

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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October 01, 2022 Filed Oct 4, 2022 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantStock Options (right to buy) · Derivative 4,000 $0.00 Strike: $50.60 $0.00
Disclosure

SEC source: 0001209191-22-052225 · doc4.xml · derivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 shares

Expires 2032-10-01

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March 08, 2022 Filed Mar 11, 2022 01:36 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018088 · doc4.xml · derivative · entry 4

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 250 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.

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4 · derivative.expiration_date: n/a

Read SEC document
March 08, 2022 Filed Mar 11, 2022 01:36 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 75 $70.81 $5,310.75
Disclosure

SEC source: 0001209191-22-018088 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 560.93

F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units.

Read SEC document
March 08, 2022 Filed Mar 11, 2022 01:36 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 250 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018088 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 635.93

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, 2022 Filed Feb 1, 2022 19:13 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 181 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-005843 · doc4.xml · derivative · entry 4

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 364

Underlying: Common Stock · 181 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.

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4 · 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.

F4 · 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 28, 2022 Filed Feb 1, 2022 19:13 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 54 $77.10 $4,163.40
Disclosure

SEC source: 0001209191-22-005843 · doc4.xml · nonDerivative · entry 2

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 385.93

F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units.

Read SEC document
January 28, 2022 Filed Feb 1, 2022 19:13 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 181 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-005843 · doc4.xml · nonDerivative · entry 1

Greenberg Marc A · CIK 0001904959 · General Counsel and Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 439.93

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.