Helios director converts 787 RSUs at $69.29

A Helios Technologies director converted 787 restricted stock units into common shares and now directly holds 11,162 shares.

Available on EDGAR 09/22/2026 - 04:08 PM EDT Accepted by SEC EDGAR 09/22/2026 - 04:07 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HELIOS TECHNOLOGIES, INC. (HLIO) director Diana Sacchi exercised previously granted restricted stock units into common stock on September 18, 2026. A total of 787 RSUs converted into 787 shares of common stock at an exercise-related value of $69.29 per share, increasing her directly held common stock to 11,162 shares. No Rule 10b5-1 trading plan is reported for these transactions.

Insider Trade Summary

787 shares exercised/converted

Exercise 2 txns

Insider Sacchi Diana

Role Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units F1	787	$0.00	$0.00
Exercise	Common Stock	787	$69.29	$55K

Holdings After Transaction: Restricted Stock Units — 0 units (Direct); Common Stock — 11,162 shares (Direct)

Holdings Before and After: Restricted Stock Units, 787 to 0 units (Direct); Common Stock, 10,375 to 11,162 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 converted: 787 restricted stock units Common shares received: 787 shares Per-share value on conversion: $69.29 per share +2 more

5 metrics

RSUs converted 787 restricted stock units Number of RSUs exercised into common stock on September 18, 2026

Common shares received 787 shares Common stock received upon RSU conversion on September 18, 2026

Per-share value on conversion $69.29 per share Value associated with common stock issued upon RSU exercise

Common stock held after transaction 11,162 shares Directly held Helios Technologies common stock after September 18, 2026

RSUs disposed 787 restricted stock units Restricted stock units converted, leaving no RSUs from this award outstanding

Key Terms

Restricted Stock Units, Common Stock, vesting

3 terms

Restricted Stock Units financial

"Each RSU represents the right to receive, following vesting, one share of Common Stock."

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.

Common Stock financial

"Each RSU represents the right to receive, following vesting, one share of 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.

vesting financial

"Each RSU represents the right to receive, following vesting, one share of Common Stock."

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

FAQ

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

What insider transaction did HLIO director Diana Sacchi report on this Form 4?

Diana Sacchi reported the conversion of 787 restricted stock units into 787 shares of common stock on September 18, 2026, reflecting the vesting of prior equity awards rather than an open-market purchase or sale.

How many Helios Technologies (HLIO) shares does Diana Sacchi own after this transaction?

After the September 18, 2026 transactions, Diana Sacchi directly owns 11,162 shares of Helios Technologies common stock, as reported in the Form 4.

What price is associated with the HLIO common stock received by Diana Sacchi?

The 787 shares of Helios Technologies common stock received upon RSU conversion are reported with a value of $69.29 per share, tied to the derivative exercise on September 18, 2026.

Did the Helios Technologies (HLIO) Form 4 report any sale of shares by Diana Sacchi?

No sale to the market is reported. The Form 4 shows conversion of 787 restricted stock units into 787 common shares, with no separate sale transaction disclosed.

Was Diana Sacchi’s HLIO transaction made under a Rule 10b5-1 trading plan?

The filing indicates that no Rule 10b5-1 trading plan applies to these transactions, meaning they are not reported as being executed under a pre-arranged trading plan.

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

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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^*

Sacchi Diana

(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)
09/18/2026

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	09/18/2026		M		787	A	$69.29	11,162	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)	09/18/2026		M			787	(1)	(1)	Common Stock	787	$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 Diana Sacchi	09/22/2026
	** 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)