Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director · President and CEO | October 01, 2026 | October 05, 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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,257.0344 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Exercise / conversion · Acquired 771 · Balance 21,257.0344 F1: Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | Direct | 20,953.0344 |
Reported balance
After 2026-10-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-10-01 · Tax withholding · Disposed 304 · Balance 20,953.0344 F2: 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 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 771 · Balance 0 F3: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c).
F2: 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.
F3: Each RSU represents the right to receive, following vesting, one share of Common Stock.
F4: 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.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-414492 · ownership.xml · derivative · entry 3 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 771 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 of the first three anniversaries 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 of the first three anniversaries of the grant date. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 304 | $68.89 | $20,942.56 |
DisclosureSEC source: 0001193125-26-414492 · ownership.xml · nonDerivative · entry 2 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,953.0344 F2 · 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 |
| October 01, 2026 Filed Oct 5, 2026 21:27 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 771 | $68.89 | $53,114.19 |
DisclosureSEC source: 0001193125-26-414492 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,257.0344 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 · balance_after: Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c). Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 747 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-391925 · ownership.xml · derivative · entry 3 Bagan Sean · CIK 0001988429 · Director · President and CEO 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. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · 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. F4 · 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 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 294 | $70.66 | $20,774.04 |
DisclosureSEC source: 0001193125-26-391925 · ownership.xml · nonDerivative · entry 2 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,460.0631 F2 · 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 20:12 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 747 | $70.66 | $52,783.02 |
DisclosureSEC source: 0001193125-26-391925 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,754.0631 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 · balance_after: Includes 375.0631 shares acquired under the Issuer's Employee Stock Purchase Plan (ESPP) through June 30, 2026, in transactions exempt under Rule 16b-3(c). 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 | 38,846 | $0.00 Strike: $67.61 | $0.00 |
DisclosureSEC source: 0001193125-26-098448 · ownership.xml · derivative · entry 3 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,846 Underlying: Common Stock · 38,846 shares Expires not disclosed F3 · 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. F3 · 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 | 18,770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-098448 · ownership.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,770 Underlying: Common Stock · 18,770 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 January 3, 2027, January 3, 2028, and January 3, 2029. 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 January 3, 2027, January 3, 2028, and January 3, 2029. 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 January 3, 2027, January 3, 2028, and January 3, 2029. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:02 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 3,698 | $67.61 | $250,021.78 |
DisclosureSEC source: 0001193125-26-098448 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,632 F1 · shares: The restricted stock units granted to the reporting person on March 5, 2026, were approved by the Company's Compensation Committee as a one-time special equity award. The award vested immediately upon grant on March 5, 2026, and was settled in shares of the Company's Common Stock on a one-for-one basis on the same date, subject to the reporting person's continued employment through the vesting date. Read SEC document |
| January 03, 2026 Filed Jan 7, 2026 02:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock · Derivative | 5,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-005176 · ownership.xml · derivative · entry 6 Bagan Sean · CIK 0001988429 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,810 Underlying: Common Stock · 5,904 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · 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. F3 · 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 02:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 2,406 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-005176 · ownership.xml · derivative · entry 5 Bagan Sean · CIK 0001988429 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,406 Underlying: Common Stock · 2,406 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · 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. F3 · 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 02:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 1,614 | $54.71 | $88,301.94 |
DisclosureSEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 4 Bagan Sean · CIK 0001988429 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,934 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 02:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,904 | $54.71 | $323,007.84 |
DisclosureSEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 3 Bagan Sean · CIK 0001988429 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,548 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 02:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 586 | $54.71 | $32,060.06 |
DisclosureSEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 2 Bagan Sean · CIK 0001988429 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,644 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 02:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 2,406 | $54.71 | $131,632.26 |
DisclosureSEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,230 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, 2025 Filed Oct 3, 2025 20:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-230121 · ownership.xml · derivative · entry 3 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 Underlying: Common Stock · 771 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · 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 of the first three anniversaries of the grant date. F3 · 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 of the first three anniversaries of the grant date. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 188 | $52.39 | $9,849.32 |
DisclosureSEC source: 0001193125-25-230121 · ownership.xml · nonDerivative · entry 2 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,824 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 |
| October 01, 2025 Filed Oct 3, 2025 20:06 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 771 | $52.39 | $40,392.69 |
DisclosureSEC source: 0001193125-25-230121 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,012 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 20:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 748 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-203608 · ownership.xml · derivative · entry 3 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · 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: 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 20:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 183 | $55.89 | $10,227.87 |
DisclosureSEC source: 0001193125-25-203608 · ownership.xml · nonDerivative · entry 2 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,241 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 20:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 748 | $55.89 | $41,805.72 |
DisclosureSEC source: 0001193125-25-203608 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,424 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 23:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance Stock Options (right to buy) · Derivative | 37,927 | $0.00 Strike: $39.80 | $0.00 |
DisclosureSEC source: 0000950170-25-031161 · ownership.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,927 Underlying: Common Stock · 37,927 shares Expires not disclosed F2 · 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. F2 · 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 23:35 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 17,714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031161 · ownership.xml · derivative · entry 1 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,714 Underlying: Common Stock · 17,714 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, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration. 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, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration. 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, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 21:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 2,406 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002858 · ownership.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,812 Underlying: Common Stock · 2,406 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: 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. F2 · 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 21:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 2,406 | $44.37 | $106,754.22 |
DisclosureSEC source: 0000950170-25-002858 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · President, CEO , and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,676 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, 2024 Filed Oct 3, 2024 23:53 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-112642 · ownership.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,542 Underlying: Common Stock · 770 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: 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. F2 · 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 |
| October 01, 2024 Filed Oct 3, 2024 23:53 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 770 | $47.35 | $36,459.50 |
DisclosureSEC source: 0000950170-24-112642 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,270 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 23:29 UTC Amendment | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantStock Options (right to buy) · Derivative | 5,342 | $0.00 Strike: $40.13 | $0.00 |
DisclosureSEC source: 0000950170-24-106547 · ownership.xml · derivative · entry 1 Bagan Sean · CIK 0001988429 · Chief Financial Officer 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 20:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantStock Options (right to buy) · Derivative | 2,243 | $0.00 Strike: $40.13 | $0.00 |
DisclosureSEC source: 0000950170-24-106405 · ownership.xml · derivative · entry 3 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,243 Underlying: Common Stock · 2,243 shares Expires 2034-09-11 F5 · 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 20:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 1,495 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-106405 · ownership.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,495 Underlying: Common Stock · 1,495 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3 · 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. F4 · derivative.expiration_date: N/A Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:38 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-106405 · ownership.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,500 F1 · shares: This is a grant of immediately-vesting restricted stock units. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 7,218 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001063 · doc4.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,218 Underlying: Common Stock · 7,218 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 03, 2024 Filed Jan 5, 2024 23:20 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 7,219 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001063 · doc4.xml · derivative · entry 1 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,219 Underlying: Common Stock · 7,219 shares Expires not disclosed F1 · 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 F1 · 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 F1 · 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 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:58 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000267 · doc4.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 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: Unless earlier forfeited under the terms of the RSU, 100% of the award vests and converts into Common Stock on January 2, 2024. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 100% of the award vests and converts into Common Stock on January 2, 2024. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 13:58 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 4,000 | $44.68 | $178,720.00 |
DisclosureSEC source: 0001209191-24-000267 · doc4.xml · nonDerivative · entry 1 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 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, 2023 Filed Oct 2, 2023 17:36 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050961 · doc4.xml · derivative · entry 2 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,312 Underlying: Common Stock · 2,312 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units granted to reporting person on October 1, 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. F2 · derivative.exercise_date: Restricted stock units granted to reporting person on October 1, 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. F2 · derivative.expiration_date: Restricted stock units granted to reporting person on October 1, 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. Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 17:36 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 2,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050961 · doc4.xml · derivative · entry 1 Bagan Sean · CIK 0001988429 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,312 Underlying: Common Stock · 2,312 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 the first three anniversaries of the grant date. 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 the first three anniversaries of the grant date. 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 the first three anniversaries 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.