Marc A. Greenberg - 03 Jan 2025 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Signature
/s/ Marc Greenberg
Issuer symbol
HLIO
Transactions as of
03 Jan 2025
Net transactions value
+$50,227
Form type
4
Filing time
07 Jan 2025, 16:25:51 UTC
Previous filing
13 Sep 2024
Next filing
08 Jan 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HLIO Common Stock Options Exercise $90,870 +2,048 +38% $44.37 7,431 03 Jan 2025 Direct
transaction HLIO Common Stock Tax liability $40,643 -916 -12% $44.37 6,515 03 Jan 2025 Direct F1
holding HLIO Common Stock 58 03 Jan 2025 By 401(k) Plan Trust F2
holding HLIO Common Stock 166 03 Jan 2025 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 -1,718 -33% $0.000000 3,438 03 Jan 2025 Common Stock 1,718 $0.000000 Direct F4, F5
transaction HLIO Restricted Stock Units Options Exercise $0 -330 -100% $0.000000 0 03 Jan 2025 Common Stock 330 $0.000000 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.