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Martich Frederick Joseph

Disclosed activity across 1 company

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62112
SEC CIK
0001976339

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399Pres. of Hydraulics, MCTSeptember 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-derivativeDirect14,182 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 14,476

Row 2 · 2026-09-11 · Tax withholding · Disposed 294 · Balance 14,182

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 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-09-11 · Exercise / conversion · Disposed 747 · Balance 0

F2: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3: 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.

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

F3: 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: 0001193125-26-391932 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

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.

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, 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: 0001193125-26-391932 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,182

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: 0001193125-26-391932 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,476

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 20:03 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance Stock Options (right to buy) · Derivative 5,808 $0.00 Strike: $67.61 $0.00
Disclosure

SEC source: 0001193125-26-098458 · ownership.xml · derivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,808

Underlying: Common Stock · 5,808 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 20:03 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 2,807 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-098458 · ownership.xml · derivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,807

Underlying: Common Stock · 2,807 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 515 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-007732 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 515 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 06, 2026 Filed Jan 8, 2026 21:20 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 230 $59.46 $13,675.80
Disclosure

SEC source: 0001193125-26-007732 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,729

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 515 $59.46 $30,621.90
Disclosure

SEC source: 0001193125-26-007732 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,959

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 02:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 1,382 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-005181 · ownership.xml · derivative · entry 6

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,764

Underlying: Common Stock · 1,382 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 02:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 937 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-005181 · ownership.xml · derivative · entry 5

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 938

Underlying: Common Stock · 937 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 02:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 618 $54.71 $33,810.78
Disclosure

SEC source: 0001193125-26-005181 · ownership.xml · nonDerivative · entry 4

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,444

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 02:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 1,382 $54.71 $75,609.22
Disclosure

SEC source: 0001193125-26-005181 · ownership.xml · nonDerivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,062

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 02:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 419 $54.71 $22,923.49
Disclosure

SEC source: 0001193125-26-005181 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,680

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 02:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 937 $54.71 $51,263.27
Disclosure

SEC source: 0001193125-26-005181 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,099

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: 0001193125-25-203620 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

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 20:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 295 $55.89 $16,487.55
Disclosure

SEC source: 0001193125-25-203620 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,162

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: 0001193125-25-203620 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, MCT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,457

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 23:32 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance Stock Options (right to buy) · Derivative 8,876 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031154 · ownership.xml · derivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,876

Underlying: Common Stock · 8,876 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 23:32 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 4,146 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031154 · ownership.xml · derivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,146

Underlying: Common Stock · 4,146 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 06, 2025 Filed Jan 8, 2025 21:50 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 515 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-003493 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 515

Underlying: Common Stock · 515 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 06, 2025 Filed Jan 8, 2025 21:50 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 230 $44.67 $10,274.10
Disclosure

SEC source: 0000950170-25-003493 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,709

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 515 $44.67 $23,005.05
Disclosure

SEC source: 0000950170-25-003493 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,939

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 21:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 266 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-002860 · ownership.xml · derivative · entry 4

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 266 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, 2025 Filed Jan 7, 2025 21:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 937 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-002860 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,875

Underlying: Common Stock · 937 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, 2025 Filed Jan 7, 2025 21:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 538 $44.37 $23,871.06
Disclosure

SEC source: 0000950170-25-002860 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,424

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 21:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 1,203 $44.37 $53,377.11
Disclosure

SEC source: 0000950170-25-002860 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,962

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 23:25 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: 0000950170-24-106541 · ownership.xml · derivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

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 20:34 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: 0000950170-24-106395 · ownership.xml · derivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

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 20:34 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 1,495 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-106395 · ownership.xml · derivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

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 00:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 1,992 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041493 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,992 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, 1,992 RSUs shall vest and convert on April 1,2024.

F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 1,992 RSUs shall vest and convert on April 1,2024.

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April 01, 2024 Filed Apr 4, 2024 00:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 783 $44.05 $34,491.15
Disclosure

SEC source: 0000950170-24-041493 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,759

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 00:24 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 1,992 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041493 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,542

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 22, 2024 Filed Apr 4, 2024 00:09 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 1,304 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041467 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,304 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: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

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February 22, 2024 Filed Apr 4, 2024 00:09 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 583 $45.35 $26,439.05
Disclosure

SEC source: 0000950170-24-041467 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,550

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.

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February 22, 2024 Filed Apr 4, 2024 00:09 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 1,304 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-041467 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,133

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 · shares: Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, 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 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%

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January 28, 2024 Filed Jan 30, 2024 21:54 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 294 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008926 · ownership.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 294 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 28, 2024 Filed Jan 30, 2024 21:54 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 132 $42.87 $5,658.84
Disclosure

SEC source: 0000950170-24-008926 · ownership.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,829

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 28, 2024 Filed Jan 30, 2024 21:54 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 294 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008926 · ownership.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,961

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, 2024 Filed Jan 9, 2024 21:47 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 515 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001251 · doc4.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,030

Underlying: Common Stock · 515 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 06, 2024 Filed Jan 9, 2024 21:47 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 230 $42.35 $9,740.50
Disclosure

SEC source: 0001209191-24-001251 · doc4.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,667

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, 2024 Filed Jan 9, 2024 21:47 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 515 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001251 · doc4.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,897

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 23:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 266 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001059 · doc4.xml · derivative · entry 5

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 266

Underlying: Common Stock · 266 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, 2024 Filed Jan 5, 2024 23:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 4,804 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001059 · doc4.xml · derivative · entry 4

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,804

Underlying: Common Stock · 4,804 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, 1,992 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.

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, 1,992 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.

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, 1,992 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.

Read SEC document
January 03, 2024 Filed Jan 5, 2024 23:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance-Based Restricted Stock Units · Derivative 2,813 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001059 · doc4.xml · derivative · entry 3

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,813

Underlying: Common Stock · 2,813 shares

Expires not disclosed

F2 · 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

F2 · 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

F2 · 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 23:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 119 $42.67 $5,077.73
Disclosure

SEC source: 0001209191-24-001059 · doc4.xml · nonDerivative · entry 2

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,382

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, 2024 Filed Jan 5, 2024 23:18 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 266 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001059 · doc4.xml · nonDerivative · entry 1

Martich Frederick Joseph · CIK 0001976339 · Pres. of Hydraulics, Americas

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,501

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.