Marc Greenberg - Jan 28, 2024 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Role
General Counsel and Secretary
Signature
/s/ Marc Greenberg
Stock symbol
HLIO
Transactions as of
Jan 28, 2024
Transactions value $
-$3,087
Form type
4
Date filed
1/30/2024, 04:51 PM
Previous filing
Jan 9, 2024
Next filing
Apr 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HLIO Common Stock Options Exercise $0 +182 +5.58% $0.00 3.44K Jan 28, 2024 Direct
transaction HLIO Common Stock Tax liability -$3.09K -72 -2.09% $42.87 3.37K Jan 28, 2024 Direct F1
holding HLIO Common Stock 58.5 Jan 28, 2024 By 401(k) Plan Trust F2
holding HLIO Common Stock 166 Jan 28, 2024 By Spouse F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HLIO Restricted Stock Units Options Exercise $0 -182 -100% $0.00* 0 Jan 28, 2024 Common Stock 182 $0.00 Direct F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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 Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan.
F3 The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any.
F4 Each RSU represents the right to receive, following vesting, one share of Common Stock.
F5 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.