Helios Technologies CEO RSUs vest; shares withheld
Rhea-AI Filing Summary
Helios Technologies, Inc. reported that President, CEO and CFO Sean Bagan had 771 Restricted Stock Units convert into an equal number of shares of Common Stock on October 1, 2025. In connection with this vesting, 188 shares were withheld by the issuer to satisfy tax withholding obligations. After these transactions, he directly holds 9,824 shares of Common Stock. The RSU award vests in three equal annual installments on each of the first three anniversaries of its grant date, unless earlier forfeited.
Positive
- None.
Negative
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Insider Trade Summary
Net Buyer: 583 shares
Net Buy
3 txns
Insider
Bagan Sean
Role
President, CEO , and CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 771 | $0.00 | $0.00 |
| Exercise | Common Stock | 771 | $52.39 | $40K |
| Exercise Price or Tax Liability | Common Stock | 188 | $52.39 | $10K |
Holdings After Transaction:
Restricted Stock Units — 771 shares (Direct);
Common Stock — 9,824 shares (Direct)
Footnotes (3)
- F1. No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.
- F2. Each RSU represents the right to receive, following vesting, one share of Common Stock.
- F3. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.
Key Figures
RSUs vested and converted: 771 shares
Shares withheld for taxes: 188 shares at $52.39 per share
Post-transaction Common Stock holding: 9,824 shares
3 metrics
RSUs vested and converted
771 shares
Restricted Stock Units converted into Common Stock on October 1, 2025
Shares withheld for taxes
188 shares at $52.39 per share
Shares withheld by the issuer to satisfy tax withholding requirements
Post-transaction Common Stock holding
9,824 shares
Direct Common Stock ownership following the reported transactions
Key Terms
Restricted Stock Units, tax withholding requirements, vesting, grant date
4 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.
tax withholding requirements financial
"shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting"
vesting financial
"33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries"
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.
grant date financial
"on each of the first three anniversaries of the grant date"
The grant date is the day a company formally gives an employee or contractor the right to receive stock-based compensation, such as stock options or restricted shares. It matters to investors because it fixes key terms—like the price, the start of the ownership clock, and when the award will affect the company’s financial statements and share count—so it can influence dilution, reported expenses, and potential future selling pressure.
FAQ
What did Helios Technologies (HLIO) disclose about Sean Bagan’s equity awards?
Helios Technologies disclosed that President, CEO and CFO Sean Bagan had 771 Restricted Stock Units convert into an equal number of Common Stock shares on October 1, 2025. These RSUs are part of an equity award that vests in three equal annual installments from the grant date.
What is Sean Bagan’s Common Stock holding in HLIO after the Form 4 transactions?
Following the reported RSU conversion and tax withholding, Sean Bagan directly holds 9,824 shares of Helios Technologies Common Stock. This figure reflects his post-transaction ownership as reported, and represents only his direct Common Stock holdings, not any unvested or outstanding equity awards.
How do Helios Technologies (HLIO) RSUs for the CEO vest over time?
The RSU award described vests so that 33-1/3% of the units vest and convert into Common Stock on each of the first three anniversaries of the grant date. Any unvested portion may be forfeited earlier if specified conditions under the RSU terms are triggered.
AI-generated analysis. How Rhea-AI works. Not financial advice.
