Helios director exercises 1,249 RSUs into shares

HELIOS TECHNOLOGIES, INC. director Diana Sacchi exercised restricted stock units into common shares.

Rhea-AI Filing Summary

HELIOS TECHNOLOGIES, INC. director Diana Sacchi exercised restricted stock units into common shares. On March 13, 2026, she converted 1,249 restricted stock units into 1,249 shares of common stock, consistent with each RSU representing one share upon vesting. Following this transaction, she directly holds 9,006 shares of common stock, and no remaining derivative position from these RSUs is shown.

Insider Trade Summary

1,249 shares exercised/converted

Exercise 2 txns

Insider Sacchi Diana

Role Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	1,249	$0.00	$0.00
Exercise	Common Stock	1,249	$64.17	$80K

Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock — 9,006 shares (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

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What insider transaction did Helios Technologies (HLIO) disclose for Diana Sacchi?

Helios Technologies reported that director Diana Sacchi exercised 1,249 restricted stock units into 1,249 shares of common stock on March 13, 2026. This was an equity award conversion, not an open-market purchase or sale, and reflects standard compensation-related activity.

How many Helios Technologies (HLIO) shares did Diana Sacchi hold after this Form 4?

After exercising 1,249 restricted stock units into common stock, Diana Sacchi directly held 9,006 Helios Technologies common shares. The filing shows no remaining derivative position from these RSUs, indicating the award was fully converted into stock at that time.

What type of security did the Helios Technologies (HLIO) Form 4 involve?

The Form 4 involved restricted stock units that converted into common stock. Each RSU represented the right to receive one share of Helios Technologies common stock upon vesting, and 1,249 RSUs vested and were exchanged for 1,249 shares on March 13, 2026.

Did the Helios Technologies (HLIO) Form 4 show any open-market stock sales or purchases?

The Form 4 shows no open-market stock sales or purchases by Diana Sacchi. Instead, it records the exercise and conversion of 1,249 restricted stock units into 1,249 common shares as part of equity compensation, with her direct holdings increasing to 9,006 shares afterward.

How are Helios Technologies (HLIO) restricted stock units described in this filing?

The filing explains that each Helios Technologies restricted stock unit represents the right to receive one share of common stock following vesting. Once vested and converted, as with the 1,249 RSUs on March 13, 2026, there is no expiration associated with those units.

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Accepted by SEC EDGAR 03/16/2026 - 04:06 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^*

Sacchi Diana

(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)
03/13/2026

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	03/13/2026		M		1,249	A	$64.17	9,006	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	(1)	03/13/2026		M			1,249	(1)	(1)	Common Stock	1,249	$0	0	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 Diana Sacchi	03/16/2026
	** 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.
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