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Helios Technologies (HLIO) director Douglas Britt awarded 511 RSUs

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

Rhea-AI Filing Summary

Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.

HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 511 Restricted Stock Units on June 16, 2026. Each RSU represents one share of common stock that will be delivered after vesting, bringing his directly held RSU balance reported in this filing to 511 units. The grant was awarded at no cash cost to Britt as part of equity compensation.

Positive

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Insider Britt Douglas
Role null
Type Security Shares Price Value
Grant/Award Restricted Stock Units 511 $0.00 --
Holdings After Transaction: Restricted Stock Units — 511 shares (Direct, null)
Footnotes (1)
  1. [object Object]
RSUs granted 511 units Restricted Stock Units granted on June 16, 2026
Grant price $0.0000 per unit Equity award with no cash paid at grant
RSUs after transaction 511 units Total directly held RSUs reported following grant
Underlying common shares 511 shares Common stock deliverable upon RSU vesting
Scheduled exercise date June 16, 2027 Date associated with RSU vesting/delivery
Restricted Stock Units financial
"security_title: "Restricted Stock Units""
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Common Stock financial
"underlying_security_title: "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Grant, award, or other acquisition financial
"transaction_code_description: "Grant, award, or other acquisition""
RSU financial
"Each RSU represents the right to receive, following vesting, one share"
Restricted stock units (RSUs) are a form of company shares given to employees as part of their compensation, usually with certain restrictions or conditions, such as remaining with the company for a set period. When these restrictions lift, employees receive actual shares that they can sell or hold. For investors, RSUs can impact a company's stock supply and reflect the company's commitment to attracting and retaining talent.
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SEC Form 4
FORM 4UNITED 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*
Britt Douglas

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/16/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)06/16/2026A51106/16/2027 (1)Common Stock511$0511D
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 Douglas Britt06/18/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transaction did HELIOS TECHNOLOGIES (HLIO) report for Douglas Britt?

HELIOS TECHNOLOGIES reported that director Douglas Britt received a grant of 511 Restricted Stock Units on June 16, 2026. These RSUs are equity compensation and convert into common shares after vesting, with no cash paid by the director at grant.

How many HELIOS TECHNOLOGIES (HLIO) RSUs did Douglas Britt acquire?

Douglas Britt acquired 511 Restricted Stock Units in HELIOS TECHNOLOGIES. After this equity award, his directly reported RSU holdings in this filing total 511 units, each representing the right to receive one share of common stock upon vesting.

What type of security did Douglas Britt receive from HELIOS TECHNOLOGIES (HLIO)?

Douglas Britt received Restricted Stock Units linked to HELIOS TECHNOLOGIES common stock. Each RSU gives the right to one share after vesting, functioning as stock-based compensation rather than an open-market purchase or sale of existing shares.

Did Douglas Britt buy or sell HELIOS TECHNOLOGIES (HLIO) shares on the market?

No, this Form 4 shows a grant of 511 Restricted Stock Units to Douglas Britt as compensation. The transaction is coded as an award (Code A), not an open-market purchase or sale of HELIOS TECHNOLOGIES common stock.

When do Douglas Britt’s HELIOS TECHNOLOGIES (HLIO) RSUs vest or expire?

The RSUs are scheduled with an exercise date of June 16, 2027, and the footnote states that once vested there is no expiration. Each vested RSU then delivers one share of HELIOS TECHNOLOGIES common stock.