| 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 |
| 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 |
| 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. |