Home/Filings/4/0001209191-24-001058
4//SEC Filing

Matosevic Josef 4

Accession 0001209191-24-001058

CIK 0001024795other

Filed

Jan 4, 7:00 PM ET

Accepted

Jan 5, 6:18 PM ET

Size

14.7 KB

Accession

0001209191-24-001058

Insider Transaction Report

Form 4
Period: 2024-01-03
Matosevic Josef
DirectorPresident and CEO
Transactions
  • Tax Payment

    Common Stock

    2024-01-03$42.67/sh2,276$97,11737,502 total
  • Exercise/Conversion

    Common Stock

    2024-01-03+5,38639,743 total
  • Award

    Performance-Based Restricted Stock Units

    2024-01-03+55,66055,660 total
    Exercise: $0.00Common Stock (55,660 underlying)
  • Award

    Restricted Stock Units

    2024-01-03+73,58973,589 total
    Exercise: $0.00Common Stock (73,589 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    2024-01-035,3865,386 total
    Exercise: $0.00Common Stock (5,386 underlying)
Footnotes (6)
  • [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]The number of direct shares has been reduced by 35 shares to correct the number of shares withheld from the Reporting Persons vesting dated January 3, 2023.
  • [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, 17,929 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.

Issuer

HELIOS TECHNOLOGIES, INC.

CIK 0001024795

Entity typeother

Related Parties

1
  • filerCIK 0001492606

Filing Metadata

Form type
4
Filed
Jan 4, 7:00 PM ET
Accepted
Jan 5, 6:18 PM ET
Size
14.7 KB