Josef Matosevic - Jul 1, 2023 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Role
President and CEO
Signature
/s/ Marc Greenberg, Attorney-in-Fact for Josef Matosevic
Stock symbol
HLIO
Transactions as of
Jul 1, 2023
Transactions value $
-$196,221
Form type
4
Date filed
7/3/2023, 04:32 PM
Previous filing
Mar 2, 2023
Next filing
Jan 5, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HLIO Common Stock Options Exercise $0 +1.71K +5.74% $0.00 31.5K Jul 1, 2023 Direct
transaction HLIO Common Stock Options Exercise $0 +5.83K +18.53% $0.00 37.3K Jul 1, 2023 Direct
transaction HLIO Common Stock Tax liability -$196K -2.97K -7.95% $66.09 34.4K Jul 1, 2023 Direct
holding HLIO Common Stock 63 Jul 1, 2023 by Son F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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 -1.71K -100% $0.00* 0 Jul 1, 2023 Common Stock 1.71K $0.00 Direct F2, F3
transaction HLIO Restricted Stock Units Options Exercise $0 -5.83K -100% $0.00* 0 Jul 1, 2023 Common Stock 5.83K $0.00 Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any.
F2 Each RSU represents the right to receive, following vesting, one share of Common Stock.
F3 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.