Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2023-01-05 00:00:00 ET · period of report 2023-01-03 · accession 0001209191-23-002051 · 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 | 2023-01-05 | 2023-01-03 | HLIO | Morgan Jason Lemar | Pres, CVT | M - OptEx | $0.00 | +486 | 2,942 | +20% | $0 |
| D | 2023-01-05 | 2023-01-03 | HLIO | Morgan Jason Lemar | Pres, CVT | M - OptEx | $0.00 | -486 | 974 | -33% | $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 | 2023-01-03 | M | A | 486 | $0.00 | 2,942.29 | D | — | — | (F1) Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan. |
| 2 | Derivative | Restricted Stock Units | 2023-01-03 | M | D | 486 | $0.00 | 974 | D | $0.00 · — to — | 486 Common Stock | (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. |