STOCK TITAN

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

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

Insider transaction summary for HELIOS TECHNOLOGIES, INC. (HLIO)

Director Alexander Schuetz had 862 restricted stock units vest on 10/04/2025, which converted into 862 shares of common stock. To satisfy tax withholding, 259 shares were withheld rather than sold on the open market, leaving the reporting person with 15,727 shares beneficially owned after the transactions. The reported per-share price used for the withholding calculation was $52.77. The Form 4 was signed by an attorney-in-fact on 10/07/2025.

Riassunto delle operazioni di insider per HELIOS TECHNOLOGIES, INC. (HLIO)

Il direttore Alexander Schuetz ha visto maturare 862 unità di azioni vincolate (restricted stock units) il 04/10/2025, che si sonoconvertite in 862 azioni ordinarie. Per soddisfare la ritenuta fiscale, 259 azioni sono state trattenute anziché vendute sul mercato aperto, lasciando la persona che segnala con 15.727 azioni di proprietà dopo le transazioni. Il prezzo riportato per azione utilizzato nel calcolo della ritenuta è stato di $52,77. Il Modulo 4 è stato firmato da un procuratore in fact il 07/10/2025.

Resumen de operaciones de insider para HELIOS TECHNOLOGIES, INC. (HLIO)

El director Alexander Schuetz tenía 862 unidades de acciones restringidas vestidas el 04/10/2025, que se convirtieron en 862 acciones ordinarias. Para satisfacer la retención de impuestos, se retuvieron 259 acciones en lugar de venderlas en el mercado abierto, dejando al informante con 15.727 acciones beneficiosas tras las transacciones. El precio por acción informado utilizado para el cálculo de la retención fue de $52.77. El Formulario 4 fue firmado por un apoderado en la fecha 07/10/2025.

INSIDER 거래 요약 HELIOS TECHNOLOGIES, INC. (HLIO)

이사 Alexander Schuetz862 주의 제한 주식 단위가 2025-10-04에 vesting되었고, 이는 862 주의 일반 주식으로 전환되었습니다. 세금 원천징수를 충당하기 위해 259주가 매도 대신 보유되었고, 거래 후 보고자는 15,727주를 실질적으로 소유하게 되었습니다. 원천징수 계산에 사용된 주당 가격은 $52.77이었습니다. Form 4는 2025-10-07에 사실대리인에 의해 서명되었습니다.

Résumé des transactions d’initié pour HELIOS TECHNOLOGIES, INC. (HLIO)

Le directeur Alexander Schuetz a vu 862 unités d’actions restreintes se libérer par vesting le 04/10/2025, ce qui s’est converti en 862 actions ordinaires. Pour satisfaire la retenue d’impôt, 259 actions ont été retenues plutôt que vendues sur le marché ouvert, laissant la personne déclarante avec 15 727 actions détenues bénéficiairement après les transactions. Le prix par action communiqué utilisé pour le calcul de la retenue était de $52.77. Le Formulaire 4 a été signé par un mandataire le 07/10/2025.

Zusammenfassung der Insidertransaktion für HELIOS TECHNOLOGIES, INC. (HLIO)

Direktor Alexander Schuetz hatte 862 Restricted Stock Units, die am 04.10.2025 vesteten und sich in 862 Stammaktien umwandelten. Zur Deckung der Steuerabzug wurden 259 Aktien einbehalten statt sie am Open-Market zu verkaufen, wodurch die meldende Person nach den Transaktionen 15.727 Aktien beneficial owned hatte. Der für die Abzugsberechnung angegebene Preis pro Aktie betrug $52.77. Das Formular 4 wurde am 07/10/2025 von einem Bevollmächtigten unterschrieben.

ملخص صفقات insider لشركة HELIOS TECHNOLOGIES, INC. (HLIO)

كان لدى المدير Alexander Schuetz 862 وحدة أسهم مقيدة vesting في أكتوبر 04, 2025، والتي تحولت إلى 862 سهمًا عاديًا. لتلبية الخصم الضريبي تمت حجز 259 سهمًا بدلاً من بيعها في السوق المفتوح، مما ترك الشخص المُبلغ له بملكية مفيدة قدرها 15,727 سهمًا بعد المعاملات. السعر المبلغ عنه للسهم المستخدم في حساب الخصم كان $52.77. تم توقيع النموذج 4 من قبل وكيل قانوني في أكتوبر 07, 2025.

HELIOS TECHNOLOGIES, INC.(HLIO)内幕交易摘要

董事 Alexander Schuetz2025/10/04 行使了 862 单位受限股票单位(Restricted Stock Units),转化为 862 股普通股。为满足税收代扣,扣留了 259 股而非在公开市场出售,交易后报告人实际持有的受益所有权股数为 15,727 股。用于代扣计算的每股价格为 $52.77。Form 4 于 2025/10/07 由代理律师签署。

Positive
  • 862 vested restricted stock units converted to common shares, increasing insider ownership
  • Withholding executed via share retention rather than open-market sale, avoiding selling pressure
Negative
  • 259 shares were withheld for taxes, reducing the net incremental shares received

Insights

Director received vested equity; withholding reduced net share addition.

The filing shows 862 restricted stock units converted to common shares on 10/04/2025, increasing the director's stake in the company. The conversion is a non-cash equity compensation event that vests according to the director's award schedule.

Of the vested shares, 259 were withheld to satisfy tax obligations at an indicated price of $52.77, which reduced the immediate incremental ownership. Watch director-level vesting schedules and future filings for additional vesting events within the next 12 months.

Transaction is routine and not an open-market sale.

The disposal code reflects shares withheld for taxes rather than a market sale, so there was no active selling pressure associated with this vesting event. The net change in beneficial ownership is the reported ending balance of 15,727 shares.

Investors tracking insider confidence should note the form type and transaction codes; follow-up Form 4s will show any future open-market sales or additional vesting that alter insider holdings.

Riassunto delle operazioni di insider per HELIOS TECHNOLOGIES, INC. (HLIO)

Il direttore Alexander Schuetz ha visto maturare 862 unità di azioni vincolate (restricted stock units) il 04/10/2025, che si sonoconvertite in 862 azioni ordinarie. Per soddisfare la ritenuta fiscale, 259 azioni sono state trattenute anziché vendute sul mercato aperto, lasciando la persona che segnala con 15.727 azioni di proprietà dopo le transazioni. Il prezzo riportato per azione utilizzato nel calcolo della ritenuta è stato di $52,77. Il Modulo 4 è stato firmato da un procuratore in fact il 07/10/2025.

Resumen de operaciones de insider para HELIOS TECHNOLOGIES, INC. (HLIO)

El director Alexander Schuetz tenía 862 unidades de acciones restringidas vestidas el 04/10/2025, que se convirtieron en 862 acciones ordinarias. Para satisfacer la retención de impuestos, se retuvieron 259 acciones en lugar de venderlas en el mercado abierto, dejando al informante con 15.727 acciones beneficiosas tras las transacciones. El precio por acción informado utilizado para el cálculo de la retención fue de $52.77. El Formulario 4 fue firmado por un apoderado en la fecha 07/10/2025.

INSIDER 거래 요약 HELIOS TECHNOLOGIES, INC. (HLIO)

이사 Alexander Schuetz862 주의 제한 주식 단위가 2025-10-04에 vesting되었고, 이는 862 주의 일반 주식으로 전환되었습니다. 세금 원천징수를 충당하기 위해 259주가 매도 대신 보유되었고, 거래 후 보고자는 15,727주를 실질적으로 소유하게 되었습니다. 원천징수 계산에 사용된 주당 가격은 $52.77이었습니다. Form 4는 2025-10-07에 사실대리인에 의해 서명되었습니다.

Résumé des transactions d’initié pour HELIOS TECHNOLOGIES, INC. (HLIO)

Le directeur Alexander Schuetz a vu 862 unités d’actions restreintes se libérer par vesting le 04/10/2025, ce qui s’est converti en 862 actions ordinaires. Pour satisfaire la retenue d’impôt, 259 actions ont été retenues plutôt que vendues sur le marché ouvert, laissant la personne déclarante avec 15 727 actions détenues bénéficiairement après les transactions. Le prix par action communiqué utilisé pour le calcul de la retenue était de $52.77. Le Formulaire 4 a été signé par un mandataire le 07/10/2025.

Zusammenfassung der Insidertransaktion für HELIOS TECHNOLOGIES, INC. (HLIO)

Direktor Alexander Schuetz hatte 862 Restricted Stock Units, die am 04.10.2025 vesteten und sich in 862 Stammaktien umwandelten. Zur Deckung der Steuerabzug wurden 259 Aktien einbehalten statt sie am Open-Market zu verkaufen, wodurch die meldende Person nach den Transaktionen 15.727 Aktien beneficial owned hatte. Der für die Abzugsberechnung angegebene Preis pro Aktie betrug $52.77. Das Formular 4 wurde am 07/10/2025 von einem Bevollmächtigten unterschrieben.

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)
10/04/2025
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 10/04/2025 M 862 A $52.77 15,986 D
Common Stock 10/04/2025 F 259(1) D $52.77 15,727 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 (2) 10/04/2025 M 862 (2) (2) Common Stock 862 $0 0 D
Explanation of Responses:
1. 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.
2. 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 10/07/2025
** 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 HLIO director Alexander Schuetz report on Form 4?

He reported the vesting of 862 restricted stock units on 10/04/2025, conversion to common shares, and 259 shares withheld for taxes at $52.77 per share.

How many HLIO shares does Alexander Schuetz beneficially own after the transaction?

The Form 4 reports a beneficial ownership total of 15,727 shares following the transactions.

Were any HLIO shares sold in an open-market transaction?

No open-market sales were reported; the 259 shares were withheld by the issuer to satisfy tax withholding requirements.

What price was used to calculate tax withholding on the vested HLIO shares?

The withholding calculation used a per-share price of $52.77 as reported on the Form 4.

When was the Form 4 for HLIO filed/signed?

The Form 4 shows the reporting transaction date as 10/04/2025 and the signature by attorney-in-fact dated 10/07/2025.
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Specialty Industrial Machinery
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United States
SARASOTA