Frederick Joseph Martich

CIK 1976339 · View on SEC EDGAR ↗

Insider

First SEC filing: May 4, 2023 · Latest: May 4, 2023

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 43 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
March 5, 2026 HLIO A 5,808 5,808 Direct Acquired (price as of 2026-08-20)
March 5, 2026 HLIO A 2,807 2,807 Direct Acquired (price as of 2026-08-20)
Jan. 6, 2026 HLIO M 515 0 Direct -100.00% Disposed (price as of 2026-08-20)
Jan. 6, 2026 HLIO F 230 $59.46 $13,676 13,729 Direct -1.65% Disposed 25.9% (price as of 2026-08-20)
Jan. 6, 2026 HLIO M 515 $59.46 $30,622 13,959 Direct +3.83% Acquired 25.9% (price as of 2026-08-20)
Jan. 3, 2026 HLIO M 1,382 2,764 Direct -33.33% Disposed (price as of 2026-08-20)
Jan. 3, 2026 HLIO M 937 938 Direct -49.97% Disposed (price as of 2026-08-20)
Jan. 3, 2026 HLIO F 618 $54.71 $33,811 13,444 Direct -4.39% Disposed 36.8% (price as of 2026-08-20)
Jan. 3, 2026 HLIO M 1,382 $54.71 $75,609 14,062 Direct +10.90% Acquired 36.8% (price as of 2026-08-20)
Jan. 3, 2026 HLIO F 419 $54.71 $22,923 12,680 Direct -3.20% Disposed 36.8% (price as of 2026-08-20)
Jan. 3, 2026 HLIO M 937 $54.71 $51,263 13,099 Direct +7.70% Acquired 36.8% (price as of 2026-08-20)
Sept. 11, 2025 HLIO M 748 747 Direct -50.03% Disposed (price as of 2026-08-20)
Sept. 11, 2025 HLIO F 295 $55.89 $16,488 12,162 Direct -2.37% Disposed 33.9% (price as of 2026-08-20)
Sept. 11, 2025 HLIO M 748 $55.89 $41,806 12,457 Direct +6.39% Acquired 33.9% (price as of 2026-08-20)
Feb. 27, 2025 HLIO A 8,876 8,876 Direct Acquired (price as of 2026-08-20)
Feb. 27, 2025 HLIO A 4,146 4,146 Direct Acquired (price as of 2026-08-20)
Jan. 6, 2025 HLIO M 515 515 Direct -50.00% Disposed (price as of 2026-08-20)
Jan. 6, 2025 HLIO F 230 $44.67 $10,274 11,709 Direct -1.93% Disposed 67.5% (price as of 2026-08-20)
Jan. 6, 2025 HLIO M 515 $44.67 $23,005 11,939 Direct +4.51% Acquired 67.5% (price as of 2026-08-20)
Jan. 3, 2025 HLIO M 266 0 Direct -100.00% Disposed (price as of 2026-08-20)
Jan. 3, 2025 HLIO M 937 1,875 Direct -33.32% Disposed (price as of 2026-08-20)
Jan. 3, 2025 HLIO F 538 $44.37 $23,871 11,424 Direct -4.50% Disposed 68.7% (price as of 2026-08-20)
Jan. 3, 2025 HLIO M 1,203 $44.37 $53,377 11,962 Direct +11.18% Acquired 68.7% (price as of 2026-08-20)
Sept. 11, 2024 HLIO A 5,342 5,342 Direct Acquired (price as of 2026-08-20)
Sept. 11, 2024 HLIO A 2,243 2,243 Direct Acquired (price as of 2026-08-20)
Sept. 11, 2024 HLIO A 1,495 1,495 Direct Acquired (price as of 2026-08-20)
April 1, 2024 HLIO M 1,992 0 Direct -100.00% Disposed (price as of 2026-08-20)
April 1, 2024 HLIO F 783 $44.05 $34,491 10,759 Direct -6.78% Disposed 69.9% (price as of 2026-08-20)
April 1, 2024 HLIO M 1,992 11,542 Direct +20.86% Acquired (price as of 2026-08-20)
Feb. 22, 2024 HLIO M 1,304 0 Direct -100.00% Disposed (price as of 2026-08-20)
Feb. 22, 2024 HLIO F 583 $45.35 $26,439 9,550 Direct -5.75% Disposed 65.0% (price as of 2026-08-20)
Feb. 22, 2024 HLIO M 1,304 10,133 Direct +14.77% Acquired (price as of 2026-08-20)
Jan. 28, 2024 HLIO M 294 0 Direct -100.00% Disposed (price as of 2026-08-20)
Jan. 28, 2024 HLIO F 132 $42.87 $5,659 8,829 Direct -1.47% Disposed 74.6% (price as of 2026-08-20)
Jan. 28, 2024 HLIO M 294 8,961 Direct +3.39% Acquired (price as of 2026-08-20)
Jan. 6, 2024 HLIO M 515 1,030 Direct -33.33% Disposed (price as of 2026-08-20)
Jan. 6, 2024 HLIO F 230 $42.35 $9,740 8,667 Direct -2.59% Disposed 76.7% (price as of 2026-08-20)
Jan. 6, 2024 HLIO M 515 8,897 Direct +6.14% Acquired (price as of 2026-08-20)
Jan. 3, 2024 HLIO M 266 266 Direct -50.00% Disposed (price as of 2026-08-20)
Jan. 3, 2024 HLIO A 4,804 4,804 Direct Acquired (price as of 2026-08-20)
Jan. 3, 2024 HLIO A 2,813 2,813 Direct Acquired (price as of 2026-08-20)
Jan. 3, 2024 HLIO F 119 $42.67 $5,078 8,382 Direct -1.40% Disposed 75.4% (price as of 2026-08-20)
Jan. 3, 2024 HLIO M 266 8,501 Direct +3.23% Acquired (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
March 5, 2026 HLIO Performance Stock Options (right to buy) Common Stock (5,808) $67.61 5,808 Acquired
March 5, 2026 HLIO Restricted Stock Units Common Stock (2,807) 2,807 Acquired
Jan. 6, 2026 HLIO Restricted Stock Units Common Stock (515) 515 Disposed
Jan. 3, 2026 HLIO Restricted Stock Units Common Stock (1,382) 1,382 Disposed
Jan. 3, 2026 HLIO Restricted Stock Units Common Stock (937) 937 Disposed
Sept. 11, 2025 HLIO Restricted Stock Units Common Stock (748) 748 Disposed
Feb. 27, 2025 HLIO Performance Stock Options (right to buy) Common Stock (8,876) $39.80 8,876 Acquired
Feb. 27, 2025 HLIO Restricted Stock Units Common Stock (4,146) 4,146 Acquired
Jan. 6, 2025 HLIO Restricted Stock Units Common Stock (515) 515 Disposed
Jan. 3, 2025 HLIO Restricted Stock Units Common Stock (266) 266 Disposed
Jan. 3, 2025 HLIO Restricted Stock Units Common Stock (937) 937 Disposed
Sept. 11, 2024 HLIO Stock Options (right to buy) Common Stock (5,342) $40.13 Sept. 11, 2034 5,342 Acquired
Sept. 11, 2024 HLIO Stock Options (right to buy) Common Stock (2,243) $40.13 Sept. 11, 2034 2,243 Acquired
Sept. 11, 2024 HLIO Restricted Stock Units Common Stock (1,495) 1,495 Acquired
April 1, 2024 HLIO Restricted Stock Units Common Stock (1,992) 1,992 Disposed
Feb. 22, 2024 HLIO Performance-Based Restricted Stock Units Common Stock (1,304) 1,304 Disposed
Jan. 28, 2024 HLIO Restricted Stock Units Common Stock (294) 294 Disposed
Jan. 6, 2024 HLIO Restricted Stock Units Common Stock (515) 515 Disposed
Jan. 3, 2024 HLIO Restricted Stock Units Common Stock (266) 266 Disposed
Jan. 3, 2024 HLIO Restricted Stock Units Common Stock (4,804) 4,804 Acquired
Jan. 3, 2024 HLIO Performance-Based Restricted Stock Units Common Stock (2,813) 2,813 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 7 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
May 4, 2023 HLIO Common Stock 8,235 Direct
May 4, 2023 HLIO Restricted Stock Units→ Common Stock (294) 294 Direct
May 4, 2023 HLIO Performance-based Restricted Stock Units→ Common Stock (880) 880 Direct
May 4, 2023 HLIO Restricted Stock Units→ Common Stock (532) 532 Direct
May 4, 2023 HLIO Performance-based Restricted Stock Units→ Common Stock (797) 797 Direct
May 4, 2023 HLIO Restricted Stock Units→ Common Stock (1,545) 1,545 Direct
May 4, 2023 HLIO Performance-based Restricted Stock Units→ Common Stock (1,546) 1,546 Direct