person · Reporting owner
Martich Frederick Joseph
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Pres. of Hydraulics, MCT | 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 | 14,182 |
Ending reported balance
After 2026-09-11 transaction · row 2
2 source rows · reconciled sequenceRow 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 $0.00 | Direct | 0 |
Reported balance
After 2026-09-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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% Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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% Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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.