4//SEC Filing
Morgan Jason Lemar 4
Accession 0001209191-23-014547
CIK 0001024795other
Filed
Mar 1, 7:00 PM ET
Accepted
Mar 2, 3:31 PM ET
Size
15.0 KB
Accession
0001209191-23-014547
Insider Transaction Report
Form 4
Morgan Jason Lemar
President, CVT
Transactions
- Tax Payment
Common Stock
2023-02-28$54.44/sh−814$44,314→ 4,192.288 total - Exercise/Conversion
Performance-Based Restricted Stock Units
2023-02-28−1,926→ 0 total→ Common Stock (1,926 underlying) - Exercise/Conversion
Common Stock
2023-02-28+1,926→ 5,006.288 total - Tax Payment
Common Stock
2023-02-28$67.74/sh−147$9,958→ 4,393.288 total - Exercise/Conversion
Common Stock
2023-02-28+348→ 4,540.288 total - Exercise/Conversion
Restricted Stock Units
2023-02-28−348→ 0 total→ Common Stock (348 underlying)
Footnotes (5)
- [F1]Acquired performance-based restricted stock units granted to the Reporting Person on February 28, 2020, as determined by the performance period beginning on the first day of the Company's 2020 fiscal year and ending on the last day of the Company's 2022 fiscal year, following subsequent financial approval of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 185%.
- [F2]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. Withholding of shares to cover taxes on the vesting was calculated pursuant to performance criteria for period ending on the last day of December 31, 2022.
- [F3]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.
- [F4]Each RSU represents the right to receive, following vesting, one share of Common Stock.
- [F5]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.
Documents
Issuer
HELIOS TECHNOLOGIES, INC.
CIK 0001024795
Entity typeother
Related Parties
1- filerCIK 0001866634
Filing Metadata
- Form type
- 4
- Filed
- Mar 1, 7:00 PM ET
- Accepted
- Mar 2, 3:31 PM ET
- Size
- 15.0 KB