| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HLIO | Common Stock | Options Exercise | $0 | +182 | +5.6% | $0.000000 | 3,442 | 28 Jan 2024 | Direct | |
| transaction | HLIO | Common Stock | Tax liability | $3,087 | -72 | -2.1% | $42.87 | 3,371 | 28 Jan 2024 | Direct | F1 |
| holding | HLIO | Common Stock | 59 | 28 Jan 2024 | By 401(k) Plan Trust | F2 | |||||
| holding | HLIO | Common Stock | 166 | 28 Jan 2024 | By Spouse | F3 |
| 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% | $0.000000* | 0 | 28 Jan 2024 | Common Stock | 182 | $0.000000 | Direct | F4, F5 |
| 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. |