| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HLIO | Common Stock | Sale | $200,035 | -2,000 | -4.4% | $100.02 | 43,644 | 08 Nov 2021 | Direct | F1, F2, F3 |
| transaction | HLIO | Common Stock | Sale | $157,500 | -1,500 | -3.4% | $105.00 | 42,144 | 09 Nov 2021 | Direct | F1 |
| holding | HLIO | Common Stock | 5,730 | 08 Nov 2021 | By 401(k) Plan Trust | F4 |
| Id | Content |
|---|---|
| F1 | Sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 26, 2021. |
| F2 | This transaction was executed in multiple trades at prices ranging from $100.00 to $100.035. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. |
| F3 | Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (8.2588 shares during the third quarter of 2021). |
| F4 | Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan. |