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

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Cary Chenanda, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest on 09/18/2026 and have no expiration; the reported acquisition price is $0. After the grant, the reporting person beneficially owns 742 shares (direct). The Form 4 was signed by an attorney-in-fact on 09/19/2025 and reports the transaction as an individual filing by one reporting person.

Positive
  • 742 RSUs granted, each representing one share of common stock, increasing reported direct beneficial ownership by 742 shares
  • Vesting date disclosed as 09/18/2026 and the filing includes a signed attestation (09/19/2025)
Negative
  • None.

Insights

TL;DR: Director received a routine equity grant of 742 RSUs, vesting in one year, increasing direct beneficial ownership by 742 shares.

This Form 4 documents a non-derivative equity award: 742 restricted stock units granted 09/18/2025, exercisable into one share each upon vesting 09/18/2026, with a reported price of $0 and 742 shares owned following the grant. The disclosure is consistent with standard director compensation practices and does not report sales, transfers, or exercised options. The filing is individual and signed by an attorney-in-fact.

TL;DR: The filing is a routine director RSU award; timing and structure are plainly disclosed with one-year vesting and direct ownership noted.

The Form 4 clearly states the nature of the award: restricted stock units converting one-for-one to common shares and vesting on 09/18/2026. The report identifies the reporting person as a director and shows direct beneficial ownership of 742 shares post-transaction. Documentation includes an attorney-in-fact signature dated 09/19/2025, meeting reporting formality requirements.

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*
Chenanda Cary

(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 Cary Chenanda 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 transaction did Cary Chenanda report on Form 4 for HLIO?

Cary Chenanda reported the acquisition of 742 restricted stock units (RSUs) on 09/18/2025.

When do the RSUs reported by HLIO director Cary Chenanda vest?

The RSUs vest on 09/18/2026.

How many shares does each RSU convert to according to the Form 4 for HLIO?

Each RSU represents the right to receive one share of common stock upon vesting.

What was the reported price for the RSUs in the HLIO Form 4?

The reported price for the RSUs is $0.

How many HLIO shares does Cary Chenanda beneficially own after the reported transaction?

The Form 4 reports 742 shares beneficially owned (direct) following the transaction.
Helios Technologies

NYSE:HLIO

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HLIO Stock Data

1.79B
32.54M
1.74%
98.29%
3.55%
Specialty Industrial Machinery
Miscellaneous Fabricated Metal Products
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United States
SARASOTA