STOCK TITAN

[Form 4] HELIOS TECHNOLOGIES, INC. Insider Trading Activity

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

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.

Alexander Schuetz, direttore di Helios Technologies, Inc. (HLIO), ha ricevuto 742 RSU (unità di azioni vincolate) il 18/09/2025. Ogni RSU si converte in una quota ordinaria al vesting e non ha scadenza. Le RSU sono state riportate come acquisite (A) con un prezzo riportato di $0, indicando che si tratta di premi anziché acquisti sul mercato aperto. La presentazione mostra che le 742 azioni sottostanti sono detenute direttamente dopo la transazione.

Alexander Schuetz, director de Helios Technologies, Inc. (HLIO), recibió 742 unidades de acciones restringidas (RSU) el 18/09/2025. Cada RSU se convierte en una acción ordinaria al vesting y no tiene fecha de vencimiento. Las RSU se reportaron como adquiridas (A) con un precio informado de $0, lo que indica que son recompensas en lugar de compras en el mercado abierto. La presentación muestra que las 742 acciones subyacentes se mantienen directamente después de la transacción.

Alexander Schuetz는 Helios Technologies, Inc. (HLIO)의 이사로 2025년 9월 18일에 742개의 제한 주식 유닛(RSU)을 받았습니다. 각 RSU는 베스팅 시 일반 주식 1주로 전환되며 만료일이 없습니다. RSU는 시장 매매가 아닌 보상임을 나타내는 보고된 가격 $0으로 취득(A)으로 보고되었습니다. 서류에 따르면 742주의 기초 주식은 거래 직후 직접 보유됩니다.

Alexander Schuetz, administrateur de Helios Technologies, Inc. (HLIO), a reçu 742 unités d’actions restreintes (RSU) le 18/09/2025. Chaque RSU se convertit en une action ordinaire lors de la vesting et n’a pas d’échéance. Les RSU ont été reportées comme acquises (A) avec un prix déclaré de 0 $, indiquant qu’il s’agit d’une attribution plutôt que d’achats sur le marché libre. Le dossier indique que les 742 actions sous-jacentes sont détenues directement après la transaction.

Alexander Schuetz, Direktor von Helios Technologies, Inc. (HLIO), erhielt am 18.09.2025 742 Restricted Stock Units (RSUs). Jede RSU wandelt sich bei vesting in eine Stammaktie um und hat kein Ablaufdatum. Die RSUs wurden als erworben (A) mit einem angegebenen Preis von 0 $ gemeldet, was darauf hindeutet, dass es sich um Zuwendungen handelt statt um Käufe am offenen Markt. Die Einreichung zeigt, dass die 742 zugrundeliegenden Aktien direkt nach der Transaktion gehalten werden.

تم منح ألكسندر شووتس، مدير في Helios Technologies, Inc. (HLIO)، 742 وحدة أسهم مقيدة (RSU) في 18/09/2025. كل RSU تتحول إلى شريحة أسهم عادية عند الاستحقاق وليس لها تاريخ انقضاء. تم الإبلاغ عن RSU كمكتسبة (A) بسعر مُبلغ عنه 0 دولار، مما يشير إلى أنها جوائز وليست عمليات شراء في السوق المفتوح. تُظهر الإيداع أن 742 سهماً أساسياً مملوكة مباشرةً بعد الصفقة.

Alexander Schuetz,Helios Technologies, Inc.(HLIO)的董事,于2025年9月18日获得742份受限股票单位(RSU)。每份RSU在归属时可转换为一股普通股,且没有到期日。RSU被报告为取得(A),报告价格为0美元,表明它们是奖励而非公开市场购买。该备案显示,742股基础股票在交易后直接持有。

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.

Alexander Schuetz, direttore di Helios Technologies, Inc. (HLIO), ha ricevuto 742 RSU (unità di azioni vincolate) il 18/09/2025. Ogni RSU si converte in una quota ordinaria al vesting e non ha scadenza. Le RSU sono state riportate come acquisite (A) con un prezzo riportato di $0, indicando che si tratta di premi anziché acquisti sul mercato aperto. La presentazione mostra che le 742 azioni sottostanti sono detenute direttamente dopo la transazione.

Alexander Schuetz, director de Helios Technologies, Inc. (HLIO), recibió 742 unidades de acciones restringidas (RSU) el 18/09/2025. Cada RSU se convierte en una acción ordinaria al vesting y no tiene fecha de vencimiento. Las RSU se reportaron como adquiridas (A) con un precio informado de $0, lo que indica que son recompensas en lugar de compras en el mercado abierto. La presentación muestra que las 742 acciones subyacentes se mantienen directamente después de la transacción.

Alexander Schuetz는 Helios Technologies, Inc. (HLIO)의 이사로 2025년 9월 18일에 742개의 제한 주식 유닛(RSU)을 받았습니다. 각 RSU는 베스팅 시 일반 주식 1주로 전환되며 만료일이 없습니다. RSU는 시장 매매가 아닌 보상임을 나타내는 보고된 가격 $0으로 취득(A)으로 보고되었습니다. 서류에 따르면 742주의 기초 주식은 거래 직후 직접 보유됩니다.

Alexander Schuetz, administrateur de Helios Technologies, Inc. (HLIO), a reçu 742 unités d’actions restreintes (RSU) le 18/09/2025. Chaque RSU se convertit en une action ordinaire lors de la vesting et n’a pas d’échéance. Les RSU ont été reportées comme acquises (A) avec un prix déclaré de 0 $, indiquant qu’il s’agit d’une attribution plutôt que d’achats sur le marché libre. Le dossier indique que les 742 actions sous-jacentes sont détenues directement après la transaction.

Alexander Schuetz, Direktor von Helios Technologies, Inc. (HLIO), erhielt am 18.09.2025 742 Restricted Stock Units (RSUs). Jede RSU wandelt sich bei vesting in eine Stammaktie um und hat kein Ablaufdatum. Die RSUs wurden als erworben (A) mit einem angegebenen Preis von 0 $ gemeldet, was darauf hindeutet, dass es sich um Zuwendungen handelt statt um Käufe am offenen Markt. Die Einreichung zeigt, dass die 742 zugrundeliegenden Aktien direkt nach der Transaktion gehalten werden.

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 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)
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)
Code V Amount (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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
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.

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.
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