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

Helios Technologies insider: 862 RSUs vested, net ownership 15,727 shares

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

Rhea-AI Filing Summary

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.

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.

Insider Schuetz Alexander
Role Director
Type Security Shares Price Value
Exercise Restricted Stock Units 862 $0.00 --
Exercise Common Stock 862 $52.77 $45K
Tax Withholding Common Stock 259 $52.77 $14K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 15,986 shares (Direct)
Footnotes (1)
  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. Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.
Form 4 Insider Transactions: What Each Field Means →
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.

Source: View Original Filing on SEC EDGAR

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.