Helios director exercises 1,291 RSUs into shares

Helios Technologies director Cary Chenanda exercised restricted stock units into common shares.

Rhea-AI Filing Summary

Helios Technologies director Cary Chenanda exercised restricted stock units into common shares. On June 5, 2026, 1,291 RSUs converted into 1,291 shares of Common Stock at a reported price of $81.27 per share.

Following this derivative exercise, Chenanda directly owns 17,036 shares of Helios Technologies common stock. The RSU position related to this grant is now fully settled, with no remaining units shown in this filing.

Insider Trade Summary

1,291 shares exercised/converted

Exercise 2 txns

Insider Chenanda Cary

Role Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	1,291	$0.00	$0.00
Exercise	Common Stock	1,291	$81.27	$105K

Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock — 17,036 shares (Direct)

Footnotes (1)

1. F1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Key Figures

RSUs exercised: 1,291 shares Reported share price: $81.27 per share Shares owned after transaction: 17,036 shares

3 metrics

RSUs exercised 1,291 shares Restricted Stock Units converted to common stock on June 5, 2026

Reported share price $81.27 per share Price shown for 1,291 common shares received

Shares owned after transaction 17,036 shares Director’s direct Helios Technologies common stock holdings post-transaction

Key Terms

Restricted Stock Units, derivative security, Common Stock

3 terms

Restricted Stock Units financial

"The filing lists 1,291 "Restricted Stock Units" as a derivative security."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

derivative security financial

"The RSU transaction is coded as an exercise or conversion of a "derivative security"."

A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.

Common Stock financial

"Both the exercised RSUs and resulting 1,291 shares relate to "Common Stock"."

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Helios Technologies (HLIO) director Cary Chenanda report?

Director Cary Chenanda reported exercising 1,291 restricted stock units into 1,291 shares of Helios Technologies common stock. The transaction was coded as a derivative exercise (code M), reflecting settlement of equity compensation rather than an open-market share purchase or sale.

How many Helios Technologies (HLIO) shares does Cary Chenanda own after this Form 4?

After the reported transaction, Cary Chenanda directly owns 17,036 shares of Helios Technologies common stock. This total reflects the addition of 1,291 shares received from settling restricted stock units on June 5, 2026, as shown in the Form 4 filing.

Was the Helios Technologies (HLIO) Form 4 a stock purchase or sale?

The Form 4 reflects a derivative exercise, not an open-market buy or sell. Restricted stock units representing 1,291 shares were converted into common stock, classified as an acquisition through equity compensation rather than a discretionary stock purchase or sale in the market.

What was the reported price per share for Cary Chenanda’s Helios Technologies transaction?

The filing lists a transaction price of $81.27 per share for the 1,291 Helios Technologies common shares received. This price is associated with the RSU conversion event on June 5, 2026, and is shown in the non-derivative transaction detail table.

What happened to Cary Chenanda’s restricted stock units in Helios Technologies after the exercise?

The 1,291 restricted stock units converted into 1,291 shares of Helios Technologies common stock, leaving zero units remaining from that grant. A footnote explains each RSU represented the right to receive one share following vesting, with no expiration upon vesting.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 06/09/2026 - 04:21 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Chenanda Cary

(Last) (First) (Middle)

C/O HELIOS TECHNOLOGIES, INC.

7456 16TH ST E

(Street)

SARASOTA FLORIDA 34243

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
HELIOS TECHNOLOGIES, INC. [ HLIO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/05/2026		M		1,291	A	$81.27	17,036	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	06/05/2026		M			1,291	(1)	(1)	Common Stock	1,291	$0	0	D

Explanation of Responses:

1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

	/s/ Marc Greenberg, Attorney-in-Fact for Cary Chenanda	06/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)