Helios director granted 647 restricted stock units

Schuetz Alexander reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Schuetz Alexander reported acquisition or exercise transactions in this Form 4 filing.

HELIOS TECHNOLOGIES, INC. director Alexander Schuetz received a grant of 647 Restricted Stock Units as equity compensation. Each RSU represents the right to receive one share of Common Stock after vesting. The award vests on March 19, 2027, and Schuetz will then hold 647 shares from this grant with no expiration once vested.

Insider Trade Summary

Grant/Award: 647 shares

Grant/Award 1 txn

Insider Schuetz Alexander

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	647	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 647 contracts (Direct)

Footnotes (1)

1. F1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Helios Technologies (HLIO) report for Alexander Schuetz?

Helios Technologies reported that director Alexander Schuetz received a grant of 647 Restricted Stock Units. The award was made as equity compensation on March 19, 2026, and will result in 647 shares of Common Stock when the units vest, assuming they are fully earned.

How many RSUs did Helios Technologies (HLIO) grant and what do they convert into?

The company granted 647 Restricted Stock Units, each representing one future share of Common Stock. After vesting, every RSU converts into a single share, providing equity ownership rather than cash. The filing notes there is no expiration once the units have vested.

When do Alexander Schuetz’s Helios Technologies (HLIO) RSUs vest?

The 647 Restricted Stock Units granted to Alexander Schuetz vest on March 19, 2027. At that time, each vested RSU will deliver one share of Helios Technologies Common Stock, turning this compensation award into actual share ownership for the director under the plan terms.

Does the Helios Technologies (HLIO) RSU award to Alexander Schuetz have an expiration date?

The award has no expiration after vesting. The footnote explains that each Restricted Stock Unit becomes one share of Common Stock following vesting, and once vested there is no expiration date, meaning the resulting shares remain outstanding like any other issued common shares.

Is the Helios Technologies (HLIO) Form 4 transaction a market purchase or a compensation grant?

The Form 4 transaction is a compensation-related grant, not a market purchase. It is coded as a grant or award acquisition of 647 Restricted Stock Units, given to director Alexander Schuetz with a zero-dollar price, reflecting equity-based compensation rather than an open-market trade.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/23/2026 - 04:12 PM EDT Learn about SEC filing dates

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 FLORIDA 34243

(City) (State) (Zip)

UNITED STATES

(Country)

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)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/19/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)	03/19/2026		A		647		03/19/2027	(1)	Common Stock	647	$0	647	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	03/23/2026
	** 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.
* Form 4: SEC 1474 (03-26)