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Helios Technologies (HLIO) director reports 834 RSUs converting to common stock

Filing Impact
(Low)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

Helios Technologies director reports RSU-based stock acquisition

A director of Helios Technologies, Inc. (HLIO) reported a stock transaction involving restricted stock units (RSUs). On 12/05/2025, 834 RSUs converted into 834 shares of common stock, shown with transaction code "M," which indicates an equity award-related transaction. The common stock is listed at a price of $54.19 per share for this event. After this conversion, the director directly beneficially owns 27,086 shares of Helios Technologies common stock. The RSU table shows that the related RSU balance decreased to 0 derivative securities, reflecting the settlement into common shares.

Positive

  • None.

Negative

  • None.
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*
Britt Douglas

(Last) (First) (Middle)
C/O HELIOS TECHNOLOGIES, INC.
7456 16TH ST E

(Street)
SARASOTA FL 34243

(City) (State) (Zip)
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)
3. Date of Earliest Transaction (Month/Day/Year)
12/05/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 12/05/2025 M 834 A $54.19 27,086 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) 12/05/2025 M 834 (1) (1) Common Stock 834 $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 Douglas Britt 12/09/2025
** 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.

FAQ

What insider transaction did Helios Technologies (HLIO) report on this Form 4?

The filing reports that a Helios Technologies director had 834 restricted stock units (RSUs) convert into 834 shares of common stock on 12/05/2025, recorded as transaction code M.

How many Helios Technologies (HLIO) shares does the reporting person own after the transaction?

Following the RSU conversion, the reporting person directly beneficially owns 27,086 shares of Helios Technologies common stock.

What does the RSU entry mean in the Helios Technologies (HLIO) Form 4?

The RSU entry shows that 834 restricted stock units were settled into 834 shares of common stock, with the RSU balance going to 0 derivative securities after the transaction.

What was the reported price for the Helios Technologies (HLIO) common stock in this Form 4 transaction?

The non-derivative table lists the Helios Technologies common stock at a price of $54.19 per share in connection with the 834-share transaction.

What role does the reporting person have at Helios Technologies (HLIO)?

The reporting person is identified as a Director of Helios Technologies, Inc. on the Form 4.

Was this Helios Technologies (HLIO) Form 4 filed for one person or multiple people?

The document states that the Form 4 was filed by one reporting person, not by a group.

Helios Technologies

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1.87B
32.54M
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Specialty Industrial Machinery
Miscellaneous Fabricated Metal Products
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United States
SARASOTA