0001209191-22-014388.txt : 20220301
0001209191-22-014388.hdr.sgml : 20220301
20220301193800
ACCESSION NUMBER: 0001209191-22-014388
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20220225
FILED AS OF DATE: 20220301
DATE AS OF CHANGE: 20220301
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Morgan Jason Lemar
CENTRAL INDEX KEY: 0001866634
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40935
FILM NUMBER: 22700649
MAIL ADDRESS:
STREET 1: 1500 WEST UNIVERSITY PKWY
CITY: SARASOTA
STATE: FL
ZIP: 34243
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: HELIOS TECHNOLOGIES, INC.
CENTRAL INDEX KEY: 0001024795
STANDARD INDUSTRIAL CLASSIFICATION: MISCELLANEOUS FABRICATED METAL PRODUCTS [3490]
IRS NUMBER: 592754337
STATE OF INCORPORATION: FL
FISCAL YEAR END: 0101
BUSINESS ADDRESS:
STREET 1: 7456 SIXTEENTH STREET EAST
CITY: SARASOTA
STATE: FL
ZIP: 34243
BUSINESS PHONE: 9413621200
MAIL ADDRESS:
STREET 1: 7456 SIXTEENTH STREET EAST
CITY: SARASOTA
STATE: FL
ZIP: 34243
FORMER COMPANY:
FORMER CONFORMED NAME: SUN HYDRAULICS CORP
DATE OF NAME CHANGE: 19970423
4
1
doc4.xml
FORM 4 SUBMISSION
X0306
4
2022-02-25
0
0001024795
HELIOS TECHNOLOGIES, INC.
HLIO
0001866634
Morgan Jason Lemar
7456 SIXTEENTH STREET EAST
SARASOTA
FL
34243
0
1
0
0
President, CVT
Common Stock
2022-02-25
4
M
0
1456
0.00
A
2640.618
D
Common Stock
2022-02-25
4
F
0
573
105.17
D
2067.618
D
Common Stock
2022-02-28
4
M
0
348
0.00
A
2415.618
D
Common Stock
2022-02-28
4
F
0
137
78.41
D
2278.618
D
Common Stock
23.451
I
By 401(k) Plan Trust
Performance-Based Restricted Stock Units
2022-02-25
4
M
0
1456
0.00
D
Common Stock
1456
0
D
Restricted Stock Units
2022-02-28
4
M
0
348
0.00
D
Common Stock
348
348
D
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%.
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.
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.
Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan.
Each RSU represents the right to receive, following vesting, one share of Common Stock.
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.
/s/ Marc Greenberg, Attorney-in-Fact for Jason L. Morgan
2022-03-01