Key facts
- This page summarizes Josef Matosevic's Form 4 filing for HELIOS TECHNOLOGIES, INC. (HLIO).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 03 Apr 2024, 20:09.
Josef Matosevic - 22 Feb 2024 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)
- Reporting relationship
- President and CEO, Director
- Issuer ticker
- HLIO
- Reported as of
- 22 Feb 2024
- Net transaction value
- -$576,535
- SEC form
- 4
- Accepted by SEC
- 03 Apr 2024, 20:09:10 UTC
- Prior SEC filing
- 30 Jan 2024
- Next SEC filing
- 03 Apr 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Marc Greenberg, Attorney-in-fact for Josef Matosevic
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Josef Matosevic filed Form 4 for HELIOS TECHNOLOGIES, INC. (HLIO) on 03 Apr 2024.
Change
- Previous filing in this sequence was filed on 30 Jan 2024.
- Current net transaction value: -$576,535.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HLIO
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +32,305
- Change %
- +68%
- Price
- $0.000000
- Shares after
- 80,046
- Date
- 22 Feb 2024
- Ownership
- Direct
- Footnotes
- F1
HLIO
transaction
Common Stock
Tax liability
- Transaction value
- $576,535
- Shares
- -12,713
- Change %
- -16%
- Price
- $45.35
- Shares after
- 67,333
- Date
- 22 Feb 2024
- Ownership
- Direct
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HLIO
transaction
Derivative
Performance-Based Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -32,305
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 22 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 32,305
- Exercise price
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee over a three-year performance period beginning on the first day of the fiscal year of 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148%
Footnote F2
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.
SEC remarks
This late Form 4 is being filed due to an administrative oversight.