Key facts
- This page summarizes Lee Francis Wichlacz's Form 4 filing for HELIOS TECHNOLOGIES, INC. (HLIO).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 08 Jan 2025, 16:51.
Lee Francis Wichlacz - 06 Jan 2025 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)
- Reporting relationship
- President, Electronics
- Issuer ticker
- HLIO
- Reported as of
- 06 Jan 2025
- Net transaction value
- +$12,552
- SEC form
- 4
- Accepted by SEC
- 08 Jan 2025, 16:51:17 UTC
- Prior SEC filing
- 07 Jan 2025
- Next SEC filing
- 03 Mar 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Marc Greenberg, Attorney-in-Fact for Lee Francis Wichlacz
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Lee Francis Wichlacz filed Form 4 for HELIOS TECHNOLOGIES, INC. (HLIO) on 08 Jan 2025.
Change
- Previous filing in this sequence was filed on 07 Jan 2025.
- Current net transaction value: +$12,552.
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
- $20,861
- Shares
- +467
- Change %
- +23%
- Price
- $44.67
- Shares after
- 2,487
- Date
- 06 Jan 2025
- Ownership
- Direct
HLIO
transaction
Common Stock
Tax liability
- Transaction value
- $8,309
- Shares
- -186
- Change %
- -7.5%
- Price
- $44.67
- Shares after
- 2,301
- Date
- 06 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HLIO
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -467
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 467
- Date
- 06 Jan 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 467
- Exercise price
- $0.000000
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote 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.
Footnote F2
Each RSU represents the right to receive, following vesting, one share of Common Stock.
Footnote 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.