Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HLIO | Common Stock | Options Exercise | $0 | +975 | +2.31% | $0.00 | 43.1K | Jan 28, 2022 | Direct | F1 |
transaction | HLIO | Common Stock | Tax liability | -$33.6K | -436 | -1.01% | $77.10 | 42.7K | Jan 28, 2022 | Direct | F2 |
holding | HLIO | Common Stock | 5.73K | Jan 28, 2022 | 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 | -975 | -33.32% | $0.00 | 1.95K | Jan 28, 2022 | Common Stock | 975 | Direct | F4, F5 |
Id | Content |
---|---|
F1 | Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (7.8512 Q4 of 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 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. |