Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HLIO | Common Stock | Options Exercise | $0 | +1.13K | +524.65% | $0.00 | 1.34K | Jan 1, 2022 | Direct | F1 |
transaction | HLIO | Common Stock | Tax liability | -$52.9K | -503 | -37.52% | $105.17 | 838 | Jan 1, 2022 | Direct | |
holding | HLIO | Common Stock | 23.4 | Jan 1, 2022 | by 401(k) Plan Trust | F2 |
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 | -1.13K | -100% | $0.00* | 0 | Jan 1, 2022 | Common Stock | 1.13K | Direct | F3 | |
transaction | HLIO | Restricted Stock Units | Award | $0 | +1.46K | $0.00 | 1.46K | Jan 3, 2022 | Common Stock | 1.46K | Direct | F4 |
Id | Content |
---|---|
F1 | Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (52.4474 during Q3 and Q4 of 2021). |
F2 | Reflects the current allocation of shares under the Helios Technologies Inc 401(K) Retirement Plan. |
F3 | Each RSU granted to reporting person on 1/1/2021 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 1/1/2021, 100% of the awards vest and convert into Common Stock one year from the grant date. |
F4 | Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. |