| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HLIO | Common Stock | Options Exercise | $0 | +7,740 | +16% | $0.000000 | 56,830 | 26 Apr 2022 | Direct | |
| transaction | HLIO | Common Stock | Tax liability | $209,138 | -3,046 | -5.4% | $68.66 | 53,792 | 26 Apr 2022 | Direct | F1, F2 |
| holding | HLIO | Common Stock | 5,739 | 26 Apr 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 | +7,740 | $0.000000* | 0 | 26 Apr 2022 | Common Stock | 7,740 | $0.000000 | Direct | F4, F5 |
| Id | Content |
|---|---|
| F1 | No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. |
| F2 | Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (8.069 Q1 of 2022). |
| 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 accelerated or forfeited under the terms of the RSU, 100% of the awards vest and convert into Common Stock twenty four months from the grant date. |