Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HLIO | Common Stock | Options Exercise | $0 | +182 | +24.49% | $0.00 | 925 | Jan 28, 2023 | Direct | |
transaction | HLIO | Common Stock | Tax liability | -$5.43K | -82 | -8.86% | $66.19 | 843 | Jan 28, 2023 | Direct | F1, F2 |
holding | HLIO | Common Stock | 58.6 | Jan 28, 2023 | By 401(k) Plan Trust | F3 | |||||
holding | HLIO | Common Stock | 92.1 | Jan 28, 2023 | By Spouse | F4 |
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 | -182 | -50% | $0.00 | 182 | Jan 28, 2023 | Common Stock | 182 | $0.00 | Direct | F5, F6 |
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. |
F3 | Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan. |
F4 | The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any. |
F5 | Each RSU represents the right to receive, following vesting, one share of Common Stock. |
F6 | 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. |