0000950170-24-041466.txt : 20240403 0000950170-24-041466.hdr.sgml : 20240403 20240403200910 ACCESSION NUMBER: 0000950170-24-041466 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240222 FILED AS OF DATE: 20240403 DATE AS OF CHANGE: 20240403 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Matosevic Josef CENTRAL INDEX KEY: 0001492606 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40935 FILM NUMBER: 24821137 MAIL ADDRESS: STREET 1: 1500 WEST UNIVERSITY PARKWAY 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] ORGANIZATION NAME: 04 Manufacturing IRS NUMBER: 592754337 STATE OF INCORPORATION: FL FISCAL YEAR END: 1230 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 ownership.xml 4 X0508 4 2024-02-22 0001024795 HELIOS TECHNOLOGIES, INC. HLIO 0001492606 Matosevic Josef C/O HELIOS TECHNOLOGIES, INC. 7456 16TH ST E SARASOTA FL 34243 true true false false President and CEO false Common Stock 2024-02-22 4 M false 32305 0 A 80046 D Common Stock 2024-02-22 4 F false 12713 45.35 D 67333 D Performance-Based Restricted Stock Units 2024-02-22 4 M false 32305 0 D Common Stock 32305 0 D Acquired performance-based restricted stock units granted to reporting person on January 28, 2021, which represent the right to receive, following vesting, up to 200% of one share of the Company's 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 fiscal year of 2021 and ending on the last day of the fiscal year of 2023. The payout percentage for the grant based on performance goals was 148% 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. This late Form 4 is being filed due to an administrative oversight. /s/ Marc Greenberg, Attorney-in-fact for Josef Matosevic 2024-04-03