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Helios Technologies (HLIO) director awarded 608 restricted stock units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HELIOS TECHNOLOGIES, INC. director Ian K. Walsh received a grant of 608 Restricted Stock Units on March 19, 2026 as equity compensation. Each RSU represents one share of common stock that can be delivered after vesting, with no expiration once vested. Following this award, Walsh’s reported RSU holdings from this filing total 608 units, indicating a routine, compensation-related acquisition rather than an open-market purchase or sale.

Positive

  • None.

Negative

  • None.
Insider Walsh Ian K.
Role Director
Type Security Shares Price Value
Grant/Award Restricted Stock Units 608 $0.00 --
Holdings After Transaction: Restricted Stock Units — 608 shares (Direct)
Footnotes (1)
  1. [object Object]
SEC Form 4
FORM 4UNITED 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*
Walsh Ian K.

(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)
XDirector10% 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)
XForm 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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)03/19/2026A60803/19/2027 (1)Common Stock608$0608D
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 Ian Walsh03/23/2026
** Signature of Reporting PersonDate
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 Ian K. Walsh?

HELIOS TECHNOLOGIES reported that director Ian K. Walsh received 608 Restricted Stock Units as an equity grant. These RSUs relate to common stock and were recorded as a derivative-type acquisition, not an open-market share purchase or sale.

How many Restricted Stock Units did Ian K. Walsh receive from HELIOS TECHNOLOGIES (HLIO)?

Ian K. Walsh received 608 Restricted Stock Units from HELIOS TECHNOLOGIES. Each unit represents the right to receive one share of common stock after vesting, making this a relatively small, routine compensation award rather than a large directional market trade.

What do the HELIOS TECHNOLOGIES (HLIO) RSUs granted to Ian K. Walsh represent?

Each Restricted Stock Unit granted to Ian K. Walsh represents the right to receive one share of HELIOS TECHNOLOGIES common stock after vesting. The footnote clarifies that once the RSUs vest, there is no expiration on receiving the underlying shares.

Was Ian K. Walsh’s HELIOS TECHNOLOGIES (HLIO) Form 4 transaction a stock purchase or sale?

The Form 4 shows an acquisition through a grant of 608 Restricted Stock Units, not an open-market stock purchase or sale. It is classified as a grant or award, reflecting equity-based compensation rather than active trading in HELIOS TECHNOLOGIES shares.

How many HELIOS TECHNOLOGIES (HLIO) RSUs does Ian K. Walsh hold after this transaction?

After the reported grant, Ian K. Walsh’s total reported Restricted Stock Unit holdings from this filing are 608 units. These RSUs are held directly and are tied to future delivery of HELIOS TECHNOLOGIES common stock following vesting conditions.
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