Menon Rajasekhar 4

Accession 0001692276-20-000014

CIK 0001024795other

View on SEC.gov Company Profile

Filed

Mar 2, 7:00 PM ET

Accepted

Mar 3, 3:23 PM ET

Size

15.2 KB

Accession

0001692276-20-000014

Insider Transaction Report

Form 4

Period: 2020-02-28

HELIOS TECHNOLOGIES, INC.HLIO

Menon Rajasekhar

Officer

Transactions

Award
Non-qualified Stock Options (right to buy)
2020-02-28+2,579→ 2,579 total
Exercise: $39.75Exp: 2030-02-28→ Common Stock (2,579 underlying)
Award
Performance-Based Restricted Stock Units
2020-02-28+5,159→ 5,159 total
Exercise: $0.00→ Common Stock (5,159 underlying)
Award
Restricted Stock Units
2020-02-28+2,579→ 2,579 total
Exercise: $0.00→ Common Stock (2,579 underlying)

Holdings

Common Stock
577.271
Restricted Stock Units
Exercise: $0.00→ Common Stock (3,091 underlying)
3,091
Performance-based Restricted Stock Units
Exercise: $0.00→ Common Stock (3,090 underlying)
3,090

Footnotes (8)

[F1]Includes shares purchased through the Helios Technologies, Inc. Employee Stock Purchase Plan (327.9073 during the quarter ended September 28, 2019; and 249.3638 during quarter ended December 28, 2019).
[F2]Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Helios Technologies common stock (Common Stock). 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 Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.
[F3]Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period beginning on the first day of the Company's fiscal year ending January 2, 2020 and ending on the last day of the Company's fiscal year ending December 31, 2022.
[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 of the first three anniversaries of the grant date.
[F6]Unless earlier forfeited under the terms of the Options, 33-1/3% of the options vest and become exercisable on each of the first three anniversaries of the grant date.
[F7]Restricted stock units granted to reporting person on 2/22/2019, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.
[F8]Performance-based restricted stock units granted to the reporting person on 2/22/2019, unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 150% of one share of Common Stock after the determination of the achievement of the performance goals during the three-year performance period ending on the last day of the Company's fiscal year ending January 1, 2022.

Documents

1 file

4
primary_doc.xmlPrimary
PRIMARY DOCUMENT

Issuer

HELIOS TECHNOLOGIES, INC.

CIK 0001024795

→

Entity typeother

Related Parties

filerCIK 0001777847

Filing Metadata

Form type: 4
Filed: Mar 2, 7:00 PM ET
Accepted: Mar 3, 3:23 PM ET
Size: 15.2 KB

View on SEC.gov