Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director · President and CEO | April 01, 2024 | April 04, 2024 |
| Welbilt, Inc.WBT · Entity 125055 | EVP Chief Operating Officer | February 21, 2020 | February 25, 2020 |
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 April 01, 2024 · Filed April 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,206 |
Ending reported balance
After 2024-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-01 · Exercise / conversion · Acquired 17,929 · Balance 85,262 Row 2 · 2024-04-01 · Tax withholding · Disposed 7,056 · Balance 78,206 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 2024-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-01 · Exercise / conversion · Disposed 17,929 · Balance 0 F2: Each RSU represents the right to receive, following vesting, one share of Common Stock. F3: Unless earlier forfeited under the terms of the RSU, 17,929 RSUs shall vest and convert on April 1,2024. |
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: Unless earlier forfeited under the terms of the RSU, 17,929 RSUs shall vest and convert on April 1,2024.
Welbilt, Inc.
Report date February 21, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 112,514 |
Reported balance
After 2020-02-21 transaction · row 1
1 source rowRow 1 · 2020-02-21 · Grant · Acquired 12,566 · Balance 112,514 F1: Grant of restricted stock units of the Issuer generally vesting on the third anniversary of the date of grant. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.01 · Expires 2030-02-21 | Direct | 37,736 |
Reported balance
After 2020-02-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-02-21 · Grant · Acquired 37,736 · Balance 37,736 F2: Options vest in four equal annual installments of 25% each, beginning on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units of the Issuer generally vesting on the third anniversary of the date of grant.
F2: Options vest in four equal annual installments of 25% each, beginning on the first anniversary of 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 |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 4, 2024 00:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 17,929 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041481 · ownership.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,929 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, 17,929 RSUs shall vest and convert on April 1,2024. F3 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 17,929 RSUs shall vest and convert on April 1,2024. Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 00:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 7,056 | $44.05 | $310,816.80 |
DisclosureSEC source: 0000950170-24-041481 · ownership.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,206 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 00:16 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 17,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041481 · ownership.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,262 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 | 32,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041466 · ownership.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,305 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 | 12,713 | $45.35 | $576,534.55 |
DisclosureSEC source: 0000950170-24-041466 · ownership.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,333 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 | 32,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041466 · ownership.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,046 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 21:48 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 3,638 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008913 · ownership.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,638 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 21:48 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 1,432 | $42.87 | $61,389.84 |
DisclosureSEC source: 0000950170-24-008913 · ownership.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,741 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 21:48 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008913 · ownership.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,173 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 21:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 13,245 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001246 · doc4.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,492 Underlying: Common Stock · 13,245 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 21:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 5,212 | $42.35 | $220,728.20 |
DisclosureSEC source: 0001209191-24-001246 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,535 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 21:45 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 13,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001246 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,747 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 | 5,386 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001058 · doc4.xml · derivative · entry 5 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,386 Underlying: Common Stock · 5,386 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. F5 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. F6 · 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. F6 · 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 | 73,589 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001058 · doc4.xml · derivative · entry 4 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,589 Underlying: Common Stock · 73,589 shares Expires not disclosed F4 · 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, 17,929 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. F4 · 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, 17,929 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. F4 · 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, 17,929 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 | 55,660 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001058 · doc4.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,660 Underlying: Common Stock · 55,660 shares Expires not disclosed F3 · 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 F3 · 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 F3 · 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 | 2,276 | $42.67 | $97,116.92 |
DisclosureSEC source: 0001209191-24-001058 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,502 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. F2 · balance_after: The number of direct shares has been reduced by 35 shares to correct the number of shares withheld from the Reporting Persons vesting dated January 3, 2023. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:18 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001058 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,743 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 |
| July 01, 2023 Filed Jul 3, 2023 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 5,834 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040598 · doc4.xml · derivative · entry 6 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,834 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 |
| July 01, 2023 Filed Jul 3, 2023 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040598 · doc4.xml · derivative · entry 5 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,709 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 |
| July 01, 2023 Filed Jul 3, 2023 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 2,969 | $66.09 | $196,221.21 |
DisclosureSEC source: 0001209191-23-040598 · doc4.xml · nonDerivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,357 Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040598 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,326 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 |
| July 01, 2023 Filed Jul 3, 2023 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040598 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,492 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 28, 2023 Filed Mar 2, 2023 20:29 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 20,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014543 · doc4.xml · derivative · entry 4 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,408 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 the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%. F1 · derivative.exercise_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%. F1 · derivative.expiration_date: Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:29 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 8,031 | $54.44 | $437,207.64 |
DisclosureSEC source: 0001209191-23-014543 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,783 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. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:29 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 20,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014543 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,814 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 the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 199%. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 20:23 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 3,638 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005668 · doc4.xml · derivative · entry 4 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,638 Underlying: Common Stock · 3,638 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 28, 2023 Filed Jan 31, 2023 20:23 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 1,432 | $66.19 | $94,784.08 |
DisclosureSEC source: 0001209191-23-005668 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,406 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, 2023 Filed Jan 31, 2023 20:23 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005668 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,838 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, 2023 Filed Jan 11, 2023 01:33 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 33 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002897 · doc4.xml · derivative · entry 4 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 33 Underlying: Common Stock · 33 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. 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, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F1 · ownership.nature: The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any. Read SEC document |
| January 06, 2023 Filed Jan 11, 2023 01:33 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 39,737 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002897 · doc4.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,737 Underlying: Common Stock · 39,737 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, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F3 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. 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, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. Read SEC document |
| January 06, 2023 Filed Jan 11, 2023 01:33 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 39,737 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002897 · doc4.xml · derivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,737 Underlying: Common Stock · 39,737 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units granted to reporting person on January 6, 2023, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. F2 · derivative.exercise_date: Restricted stock units granted to reporting person on January 6, 2023, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. F2 · derivative.expiration_date: Restricted stock units granted to reporting person on January 6, 2023, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:51 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 5,385 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002012 · doc4.xml · derivative · entry 4 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,772 Underlying: Common Stock · 5,385 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, 2023 Filed Jan 5, 2023 22:51 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 2,269 | $54.41 | $123,456.29 |
DisclosureSEC source: 0001209191-23-002012 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,200 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, 2023 Filed Jan 5, 2023 22:51 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002012 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,469 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:32 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantStock Options (right to buy) · Derivative | 60,000 | $0.00 Strike: $50.60 | $0.00 |
DisclosureSEC source: 0001209191-22-052252 · doc4.xml · derivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2032-10-01 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 17:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040994 · doc4.xml · derivative · entry 7 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By son Disclosed balance after: 27 Underlying: Common Stock · 27 shares Expires not disclosed 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. F2 · ownership.nature: The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 17:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 5,833 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040994 · doc4.xml · derivative · entry 6 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,834 Underlying: Common Stock · 5,833 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_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 17:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040994 · doc4.xml · derivative · entry 5 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709 Underlying: Common Stock · 1,709 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_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 17:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 2,969 | $64.82 | $192,450.58 |
DisclosureSEC source: 0001209191-22-040994 · doc4.xml · nonDerivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,084 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 17:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040994 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,053 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 |
| July 01, 2022 Filed Jul 6, 2022 17:56 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 1,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040994 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,220 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 28, 2022 Filed Feb 1, 2022 19:17 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005846 · doc4.xml · derivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,276 Underlying: Common Stock · 3,638 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, 2022 Filed Feb 1, 2022 19:17 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 1,468 | $77.10 | $113,182.80 |
DisclosureSEC source: 0001209191-22-005846 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,511 F1 · shares: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:17 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005846 · doc4.xml · nonDerivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,979 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, 2022 Filed Jan 5, 2022 02:23 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantRestricted Stock Units · Derivative | 16,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001287 · doc4.xml · derivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,157 Underlying: Common Stock · 16,157 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F1 · derivative.exercise_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F1 · derivative.expiration_date: Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. Read SEC document |
| January 03, 2022 Filed Mar 4, 2022 22:19 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantPerformance-Based Restricted Stock Units · Derivative | 16,158 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016404 · doc4.xml · derivative · entry 1 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,158 Underlying: Common Stock · 16,158 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted to reporting person on January 3, 2022, 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 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.exercise_date: Restricted stock units granted to reporting person on January 3, 2022, 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 2022 and ending on the last day of the fiscal year of 2024. F1 · derivative.expiration_date: Restricted stock units granted to reporting person on January 3, 2022, 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 2022 and ending on the last day of the fiscal year of 2024. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 5,833 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045506 · doc4.xml · derivative · entry 5 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,667 Underlying: Common Stock · 5,833 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_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionRestricted Stock Units · Derivative | 1,709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045506 · doc4.xml · derivative · entry 4 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,418 Underlying: Common Stock · 1,709 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_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. F2 · derivative.expiration_date: Each RSU Granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33/1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Tax withholdingCommon Stock | 2,201 | $78.20 | $172,118.20 |
DisclosureSEC source: 0001209191-21-045506 · doc4.xml · nonDerivative · entry 3 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,341 F1 · kind: Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:42 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | Exercise / conversionCommon Stock | 5,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045506 · doc4.xml · nonDerivative · entry 2 Matosevic Josef · CIK 0001492606 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,542 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.