| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HLIO | Common Stock | Options Exercise | $0 | +713 | +87% | $0.000000 | 1,536 | 01 Jul 2021 | Direct | F1 |
| transaction | HLIO | Common Stock | Tax liability | $13,607 | -174 | -11% | $78.20 | 1,362 | 01 Jul 2021 | Direct | F2 |
| holding | HLIO | Common Stock | 25 | 01 Jul 2021 | By 401(k) Plan Trust | 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 | -713 | -100% | $0.000000* | 0 | 01 Jul 2021 | Common Stock | 713 | $0.000000 | Direct | F4 |
| Id | Content |
|---|---|
| F1 | Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (30.9106 during the quarter ended June 30, 2021). |
| F2 | Shares withheld by the issuer to satisfy federal tax withholding obligations on vesting of Restricted Stock Units. |
| F3 | Reflects the current allocation of shares under the Helios Technologies Inc 401(K) Retirement Plan. |
| F4 | Each RSU granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 7/1/2020, 100% of the awards vest and convert into Common Stock one year from the grant date. |