Key facts
- This page summarizes Lee Francis Wichlacz's Form 4 filing for HELIOS TECHNOLOGIES, INC. (HLIO).
- 2 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 03 Mar 2025, 18:34.
Lee Francis Wichlacz - 27 Feb 2025 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)
- Reporting relationship
- President, Electronics
- Issuer ticker
- HLIO
- Reported as of
- 27 Feb 2025
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 03 Mar 2025, 18:34:55 UTC
- Prior SEC filing
- 08 Jan 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.
4 source fields
Reporting owner
1 detail
Key filing fact
Lee Francis Wichlacz filed Form 4 for HELIOS TECHNOLOGIES, INC. (HLIO) on 03 Mar 2025.
Change
- Previous filing in this sequence was filed on 08 Jan 2025.
- Current net transaction value: $0.
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 derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HLIO
transaction
Derivative
Restricted Stock Units
Award
- Transaction value
- $0
- Shares
- +4,146
- Change %
- Price
- $0.000000
- Shares after
- 4,146
- Date
- 27 Feb 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 4,146
- Exercise price
- $0.000000
- Footnotes
- F1
HLIO
transaction
Derivative
Performance Stock Options (right to buy)
Award
- Transaction value
- $0
- Shares
- +8,876
- Change %
- Price
- $0.000000
- Shares after
- 8,876
- Date
- 27 Feb 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 8,876
- Exercise price
- $39.80
- Footnotes
- F2
* 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
Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.
Footnote F2
The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting 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 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.