Helios Technologies (HLIO) director awarded 647 restricted stock units as equity

Rhea-AI Filing Summary

Chenanda Cary reported acquisition or exercise transactions in this Form 4 filing.

Helios Technologies director Chenanda Cary received a grant of 647 Restricted Stock Units (RSUs). The award was made as a compensation-related grant and is reflected as a derivative position. Each RSU represents the right to receive one share of Helios Technologies common stock after the units vest, at which point the shares do not expire.

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

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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)
03/19/2026

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

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)	03/19/2026		A		647		03/19/2027	(1)	Common Stock	647	$0	647	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	03/23/2026
	** 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)

FAQ

What insider transaction did Helios Technologies (HLIO) disclose for Chenanda Cary?

Helios Technologies disclosed that director Chenanda Cary received a grant of 647 Restricted Stock Units. These RSUs are a form of equity compensation and will convert into an equal number of common shares once vesting conditions are satisfied.

How many Helios Technologies (HLIO) RSUs were granted to Chenanda Cary?

Chenanda Cary was granted 647 Restricted Stock Units. Each unit represents a contingent right to receive one share of Helios Technologies common stock after vesting, increasing her potential equity ownership when those units convert into shares.

Is Chenanda Cary’s Helios Technologies (HLIO) RSU grant an open-market purchase?

No, the 647 Restricted Stock Units granted to Chenanda Cary are a compensation-related award, not an open-market share purchase. The RSUs will convert into common shares after vesting instead of being bought on the stock market.

What does each RSU granted to Chenanda Cary by Helios Technologies (HLIO) represent?

Each Restricted Stock Unit granted to Chenanda Cary represents the right to receive one share of Helios Technologies common stock after vesting. Once the RSUs vest and convert into shares, the resulting stock has no stated expiration date.

How many Helios Technologies (HLIO) shares does Chenanda Cary hold after this RSU grant?

After the grant, Chenanda Cary holds 647 Restricted Stock Units directly, linked to 647 underlying common shares. These units will translate into actual shares only after they vest, reflecting her current derivative equity position with the company.