Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | General Counsel and Secretary | September 11, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,527 |
Ending reported balance
After 2026-09-11 transaction · row 2
2 source rows · reconciled sequenceRow 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 $0.00 | Direct | 0 |
Reported balance
After 2026-09-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectBy 401(k) Plan Trust | 58.5 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBy Spouse | 166 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.