| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HLIO | Common Stock | Options Exercise | $0 | +329 | +39.01% | $0.00 | 1.17K | Jan 3, 2024 | Direct | |
| transaction | HLIO | Common Stock | Tax liability | -$6.27K | -147 | -12.54% | $42.67 | 1.03K | Jan 3, 2024 | Direct | F1, F2 |
| holding | HLIO | Common Stock | 58.5 | Jan 3, 2024 | By 401(k) Plan Trust | ||||||
| holding | HLIO | Common Stock | 166 | Jan 3, 2024 | By Spouse |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HLIO | Performance-Based Restricted Stock Units | Award | $0 | +5.16K | $0.00 | 5.16K | Jan 3, 2024 | Common Stock | 5.16K | $0.00 | Direct | F3 | |
| transaction | HLIO | Restricted Stock Units | Award | $0 | +8.48K | $0.00 | 8.48K | Jan 3, 2024 | Common Stock | 8.48K | $0.00 | Direct | F4 | |
| transaction | HLIO | Restricted Stock Units | Options Exercise | $0 | -329 | -49.92% | $0.00 | 330 | Jan 3, 2024 | Common Stock | 329 | $0.00 | Direct | F5, F6 |
| Id | Content |
|---|---|
| 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. |
| F2 | Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan. |
| F3 | The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. 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 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027 |
| F4 | Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 3,320 RSUs shall vest and convert on April 1,2024, and 33-1/3% of the remainder of the awards will vest and convert into Common Stock on each of the first three anniversaries of the grant date. |
| F5 | Each RSU represents the right to receive, following vesting, one share of Common Stock. |
| F6 | 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. |