Jason Lemar Morgan is President, CVT of HELIOS TECHNOLOGIES, INC.. Currently has a direct ownership of 4,393 shares of HLIO, which is worth approximately $228,963. The most recent transaction as insider was on Feb 28, 2023, when has been sold 961 shares (Common Stock) at a price of $61.09 per share, resulting in proceeds of $58,707. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 4.39K
0% 3M change
0% 12M change
Total Value Held $228,963

Jason Lemar Morgan Transaction History

Date Transaction Value Shares Traded Shares Held Form
Feb 28 2023
SELL
Payment of exercise price or tax liability
$58,707 $61.09 p/Share
961 Reduced 17.95%
4,393 Common Stock
Feb 28 2023
BUY
Exercise of conversion of derivative security
-
2,274 Added 33.37%
4,540 Common Stock
Jan 28 2023
SELL
Payment of exercise price or tax liability
$7,479 $66.19 p/Share
113 Reduced 3.54%
3,080 Common Stock
Jan 28 2023
BUY
Exercise of conversion of derivative security
-
251 Added 7.29%
3,193 Common Stock
Jan 03 2023
BUY
Exercise of conversion of derivative security
-
486 Added 14.18%
2,942 Common Stock
Feb 28 2022
SELL
Payment of exercise price or tax liability
$10,742 $78.41 p/Share
137 Reduced 5.67%
2,278 Common Stock
Feb 28 2022
BUY
Exercise of conversion of derivative security
-
348 Added 12.6%
2,415 Common Stock
Feb 25 2022
SELL
Payment of exercise price or tax liability
$60,262 $105.17 p/Share
573 Reduced 21.7%
2,067 Common Stock
Feb 25 2022
BUY
Exercise of conversion of derivative security
-
1,456 Added 35.55%
2,640 Common Stock
Feb 22 2022
SELL
Payment of exercise price or tax liability
$9,390 $74.52 p/Share
126 Reduced 9.62%
1,184 Common Stock
Feb 22 2022
BUY
Exercise of conversion of derivative security
-
324 Added 19.83%
1,310 Common Stock
Jan 28 2022
SELL
Payment of exercise price or tax liability
$7,864 $77.1 p/Share
102 Reduced 9.38%
986 Common Stock
Jan 28 2022
BUY
Exercise of conversion of derivative security
-
251 Added 18.75%
1,088 Common Stock
Jan 01 2022
SELL
Payment of exercise price or tax liability
$52,901 $105.17 p/Share
503 Reduced 37.54%
837 Common Stock
Jan 01 2022
BUY
Exercise of conversion of derivative security
-
1,126 Added 45.66%
1,340 Common Stock
Sep 27 2021
SELL
Open market or private sale
$36,000 $90.0 p/Share
400 Reduced 71.17%
162 Common Stock
Sep 23 2021
SELL
Open market or private sale
$35,000 $87.5 p/Share
400 Reduced 41.58%
562 Common Stock
Sep 22 2021
SELL
Open market or private sale
$34,132 $85.33 p/Share
400 Reduced 29.37%
962 Common Stock
Jul 01 2021
SELL
Payment of exercise price or tax liability
$13,607 $78.2 p/Share
174 Reduced 11.33%
1,362 Common Stock
Jul 01 2021
BUY
Exercise of conversion of derivative security
-
713 Added 31.7%
1,536 Common Stock
Jun 04 2021
SELL
Payment of exercise price or tax liability
$17,941 $73.53 p/Share
244 Reduced 23.55%
792 Common Stock
JLM

Jason Lemar Morgan

President, CVT
Sarasota, FL

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