4//SEC Filing
Morgan Jason Lemar 4
Accession 0001209191-22-014388
CIK 0001024795other
Filed
Feb 28, 7:00 PM ET
Accepted
Mar 1, 7:38 PM ET
Size
16.0 KB
Accession
0001209191-22-014388
Insider Transaction Report
Form 4
Morgan Jason Lemar
President, CVT
Transactions
- Exercise/Conversion
Performance-Based Restricted Stock Units
2022-02-25−1,456→ 0 total→ Common Stock (1,456 underlying) - Tax Payment
Common Stock
2022-02-25$105.17/sh−573$60,262→ 2,067.618 total - Tax Payment
Common Stock
2022-02-28$78.41/sh−137$10,742→ 2,278.618 total - Exercise/Conversion
Common Stock
2022-02-25+1,456→ 2,640.618 total - Exercise/Conversion
Common Stock
2022-02-28+348→ 2,415.618 total - Exercise/Conversion
Restricted Stock Units
2022-02-28−348→ 348 total→ Common Stock (348 underlying)
Holdings
- 23.451(indirect: By Trust)
Common Stock
Footnotes (6)
- [F1]Acquired performance-based restricted stock units granted to the Reporting Person on February 22, 2019, as determined by the performance period beginning on the first day of the Company's fiscal year ending December 28, 2019 and ending on the last day of the Company's fiscal year ending January 1, 2022, following subsequent financial approval on February 25, 2022 of the payout percentage for the grant based on performance criteria. The payout percentage for the grant based on performance goals was 150%.
- [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 January 1, 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]Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan.
- [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.
Documents
Issuer
HELIOS TECHNOLOGIES, INC.
CIK 0001024795
Entity typeother
Related Parties
1- filerCIK 0001866634
Filing Metadata
- Form type
- 4
- Filed
- Feb 28, 7:00 PM ET
- Accepted
- Mar 1, 7:38 PM ET
- Size
- 16.0 KB