Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HLIO | Common Stock | Options Exercise | $0 | +713 | +86.62% | $0.00 | 1.54K | Jul 1, 2021 | Direct | F1 |
transaction | HLIO | Common Stock | Tax liability | -$13.6K | -174 | -11.33% | $78.20 | 1.36K | Jul 1, 2021 | Direct | F2 |
holding | HLIO | Common Stock | 24.7 | Jul 1, 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% | $0.00* | 0 | Jul 1, 2021 | Common Stock | 713 | $0.00 | 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. |