Josef Matosevic - Jan 6, 2024 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
Jan 6, 2024
Transactions value $
-$220,728
Form type
4
Date filed
1/9/2024, 04:45 PM
Previous filing
Jan 5, 2024
Next filing
Jan 30, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HLIO Common Stock Options Exercise $0 +13.2K +35.32% $0.00 50.7K Jan 6, 2024 Direct
transaction HLIO Common Stock Tax liability -$221K -5.21K -10.27% $42.35 45.5K Jan 6, 2024 Direct 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 -13.2K -33.33% $0.00 26.5K Jan 6, 2024 Common Stock 13.2K $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 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 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.