0001209191-24-001058.txt : 20240105
0001209191-24-001058.hdr.sgml : 20240105
20240105181827
ACCESSION NUMBER: 0001209191-24-001058
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240103
FILED AS OF DATE: 20240105
DATE AS OF CHANGE: 20240105
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: 24517797
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
doc4.xml
FORM 4 SUBMISSION
X0508
4
2024-01-03
0
0001024795
HELIOS TECHNOLOGIES, INC.
HLIO
0001492606
Matosevic Josef
7456 SIXTEENTH STREET EAST
SARASOTA
FL
34243
0
1
0
0
President and CEO
0
Common Stock
2024-01-03
4
M
0
5386
0.00
A
39743
D
Common Stock
2024-01-03
4
F
0
2276
42.67
D
37502
D
Performance-Based Restricted Stock Units
0.00
2024-01-03
4
A
0
55660
0.00
A
Common Stock
55660
55660
D
Restricted Stock Units
0.00
2024-01-03
4
A
0
73589
0.00
A
Common Stock
73589
73589
D
Restricted Stock Units
0.00
2024-01-03
4
M
0
5386
0.00
D
Common Stock
5386
5386
D
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.
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.
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
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.
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 Josef Matosevic
2024-01-05