Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director | March 13, 2025 | March 17, 2025 |
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 13, 2025 · Filed March 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-13 · Grant · Acquired 1,862 · Balance 0 F1: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.
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 |
|---|---|---|---|---|---|---|
| June 06, 2017 Filed Jun 8, 2017 21:01 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,375 | $43.14 | $59,317.50 |
DisclosureSEC source: 0001059471-17-000002 · primary_doc.xml · nonDerivative · entry 1 LEMAITRE PHILIPPE · CIK 0001059471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,488 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 16:02 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,375 | $35.47 | $48,771.25 |
DisclosureSEC source: 0001059471-17-000001 · primary_doc.xml · nonDerivative · entry 1 LEMAITRE PHILIPPE · CIK 0001059471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,113 Read SEC document |
| December 10, 2016 Filed Dec 12, 2016 23:07 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,375 | $41.36 | $56,870.00 |
DisclosureSEC source: 0001059471-16-000008 · primary_doc.xml · nonDerivative · entry 1 LEMAITRE PHILIPPE · CIK 0001059471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,738 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 15:52 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,375 | $30.75 | $42,281.25 |
DisclosureSEC source: 0001059471-16-000007 · primary_doc.xml · nonDerivative · entry 1 LEMAITRE PHILIPPE · CIK 0001059471 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,363 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.