Helios Technologies (HLIO) Form 4: Director awarded 742 restricted stock units

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Alexander Schuetz, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting and has no expiration. The RSUs were reported as acquired (A) with a reported price of $0, indicating they are awards rather than open-market purchases. The filing shows the 742 underlying shares are held directly after the transaction.

Positive

Director equity grant disclosed: 742 RSUs awarded on 09/18/2025, aligning management incentives with shareholders

Negative

None.

Insights

TL;DR: Director received a grant of 742 RSUs, aligning his compensation with shareholder outcomes; impact appears routine and non-dilutive at this scale.

This Form 4 discloses a standard equity award to a director: 742 restricted stock units granted 09/18/2025, each convertible to one share upon vesting with no expiration. The filing lists the award as acquired at a reported price of $0, consistent with compensation grants rather than market purchases. For governance purposes, director RSU grants are a common tool to align incentives with shareholders; the report does not state vesting schedule details beyond the one-year reference date and does not quantify current total share count or dilution impact, so materiality relative to outstanding shares cannot be assessed from this filing alone.

TL;DR: Timely Form 4 disclosure of an RSU award filed 09/19/2025; the form appears complete and properly signed by attorney-in-fact.

The document records the transaction date as 09/18/2025 and bears a signature dated 09/19/2025 by an attorney-in-fact. It specifies the instrument (Restricted Stock Units), quantity (742), acquisition code (A), and that the award converts to common stock with no expiration. There is no amendment flag and the filer is identified as a director. The filing contains the required explanation that each RSU equals one share upon vesting. No additional derivative instruments, exercise prices, or disposition events are reported.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Schuetz Alexander

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	742	$0.00	--

Holdings After Transaction: Restricted Stock Units — 742 shares (Direct)

Footnotes (1)

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Form 4 Insider Transactions: What Each Field Means →

09/22/2025 - 04:08 PM

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^*

Schuetz Alexander

(Last)

(First)

(Middle)

C/O HELIOS TECHNOLOGIES, INC.

7456 16TH ST E

(Street)

SARASOTA

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)
09/18/2025

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽¹⁾	09/18/2025		A		742		09/18/2026	⁽¹⁾	Common Stock	742	$0	742	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 Alexander Schuetz	09/19/2025
	** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Alexander Schuetz report on Form 4 for HLIO?

He reported receipt of 742 restricted stock units (RSUs) on 09/18/2025, each converting to one share of common stock upon vesting.

What is the reported price for the RSU grant in the HLIO Form 4?

The RSUs are reported with a price of $0, indicating they were granted as compensation rather than purchased.

How is ownership reported after the transaction in the Form 4 for HLIO?

The filing shows 742 shares beneficially owned following the reported transaction, held directly (D).

When was the Form 4 transaction and filing dated for HLIO?

The transaction date is 09/18/2025 and the Form 4 was signed/dated 09/19/2025.

Does the Form 4 specify vesting or expiration for the RSUs?

The filing explains each RSU converts to one share upon vesting and states there is no expiration, but it does not provide a full vesting schedule.