Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

HELIOS TECHNOLOGIES, INC. Director's Dealing 2024

Apr 4, 2024

31796_dirs_2024-04-03_4feed610-0923-4291-845c-3e6c96c644b3.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: HELIOS TECHNOLOGIES, INC. (HLIO)
CIK: 0001024795
Period of Report: 2024-02-22

Reporting Person: Martich Frederick Joseph (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2024-02-22 Common Stock M 1304 Acquired 10133 Direct
2024-02-22 Common Stock F 583 $45.35 Disposed 9550 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2024-02-22 Performance-Based Restricted Stock Units $ M 1304 Disposed Common Stock (1304) Direct

Footnotes

F1: 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%

F2: 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.