Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2021-07-06 00:00:00 ET · period of report 2021-07-01 · accession 0001209191-21-045499 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2021-07-06 | 2021-07-01 | HLIO | Morgan Jason Lemar | Pres, CVT | M - OptEx | $0.00 | +713 | 1,536 | +87% | $0 |
| D | 2021-07-06 | 2021-07-01 | HLIO | Morgan Jason Lemar | Pres, CVT | F - Tax | $78.20 | -174 | 1,362 | -11% | -$13.6K |
| D | 2021-07-06 | 2021-07-01 | HLIO | Morgan Jason Lemar | Pres, CVT | M - OptEx | $0.00 | -713 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-07-01 | M | A | 713 | $0.00 | 1,536.17 | D | — | — | (F1) Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (30.9106 during the quarter ended June 30, 2021). |
| 2 | Common | Common Stock | 2021-07-01 | F | D | 174 | $78.20 | 1,362.17 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2021-07-01 | M | D | 713 | $0.00 | 0 | D | $0.00 · — to — | 713 Common Stock | (F4) Each RSU granted to reporting person on 7/1/2020 represents the right to receive, following vesting, one share of Common Stock. Unless earlier accelerated or forfeited under the terms of the RSU granted to reporting person on 7/1/2020, 100% of the awards vest and convert into Common Stock one year from the grant date. |