Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | President, Electronics | March 05, 2026 | March 09, 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 March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,441 |
Reported balance
After 2026-03-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 2,441 · Balance 2,441 F1: 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. |
| Performance Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.61 | Direct | 5,051 |
Reported balance
After 2026-03-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-05 · Grant · Acquired 5,051 · Balance 5,051 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| March 05, 2026 Filed Mar 9, 2026 20:05 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance Stock Options (right to buy) · Derivative | 5,051 | $0.00 Strike: $67.61 | $0.00 |
DisclosureSEC source: 0001193125-26-098469 · ownership.xml · derivative · entry 2 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,051 Underlying: Common Stock · 5,051 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 20:05 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 2,441 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-098469 · ownership.xml · derivative · entry 1 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,441 Underlying: Common Stock · 2,441 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 21:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-007737 · ownership.xml · derivative · entry 3 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 388 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 21:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 133 | $59.46 | $7,908.18 |
DisclosureSEC source: 0001193125-26-007737 · ownership.xml · nonDerivative · entry 2 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,042.925 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 |
| January 06, 2026 Filed Jan 8, 2026 21:21 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 388 | $59.46 | $23,070.48 |
DisclosureSEC source: 0001193125-26-007737 · ownership.xml · nonDerivative · entry 1 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,175.925 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025. Read SEC document |
| January 03, 2026 Filed Jan 7, 2026 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 606 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950130-26-000059 · ownership.xml · derivative · entry 6 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,214 Underlying: Common Stock · 606 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| January 03, 2026 Filed Jan 7, 2026 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 541 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950130-26-000059 · ownership.xml · derivative · entry 5 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 542 Underlying: Common Stock · 541 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F4 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. F4 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date. Read SEC document |
| January 03, 2026 Filed Jan 7, 2026 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 207 | $54.71 | $11,324.97 |
DisclosureSEC source: 0000950130-26-000059 · ownership.xml · nonDerivative · entry 4 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787.925 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 |
| January 03, 2026 Filed Jan 7, 2026 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 606 | $54.71 | $33,154.26 |
DisclosureSEC source: 0000950130-26-000059 · ownership.xml · nonDerivative · entry 3 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 994.925 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 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 185 | $54.71 | $10,121.35 |
DisclosureSEC source: 0000950130-26-000059 · ownership.xml · nonDerivative · entry 2 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388.925 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 |
| January 03, 2026 Filed Jan 7, 2026 02:22 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 541 | $54.71 | $29,598.11 |
DisclosureSEC source: 0000950130-26-000059 · ownership.xml · nonDerivative · entry 1 Aldridge Billy Vern · CIK 0002063956 · President, Electronics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 573.925 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025. 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.