STOCK TITAN

Helios Technologies director acquires 742 shares

Helios Technologies director Cary Chenanda converted 742 RSUs into common stock and now holds 17,778 shares directly.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HELIOS TECHNOLOGIES, INC. (HLIO) director Cary Chenanda reported the vesting and conversion of 742 Restricted Stock Units into 742 shares of Common Stock on September 18, 2026. The RSUs were disposed of as derivatives and the same number of common shares were acquired, leaving Chenanda with 17,778 common shares held directly. Each RSU entitled the holder to one share of common stock upon vesting, with no expiration after vesting, and no Rule 10b5-1 trading plan is reported for these transactions.

Positive

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Negative

  • None.
Insider Chenanda Cary
Role Director
Type Security Shares Price Value
Exercise Restricted Stock Units F1 742 $0.00 $0.00
Exercise Common Stock 742 $69.29 $51K
Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock — 17,778 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.
RSUs converted 742 units Restricted Stock Units converted into common stock on September 18, 2026
Common shares acquired 742 shares Shares of Helios Technologies common stock received upon RSU conversion
Price per common share $69.29 per share Reported value for the 742 common shares acquired
Shares held after transaction 17,778 shares Direct common stock holdings of Cary Chenanda following the reported transactions
Restricted Stock Units financial
"Each RSU represents the right to receive, following vesting, one share"
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.
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.

FAQ

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

What insider transaction did HLIO director Cary Chenanda report?

Cary Chenanda reported the vesting and conversion of 742 Restricted Stock Units into 742 shares of Helios Technologies common stock on September 18, 2026, with the resulting common shares held directly.

How many HLIO shares does Cary Chenanda own after this Form 4 transaction?

After the reported transactions, Cary Chenanda directly owns 17,778 shares of Helios Technologies common stock, according to the Form 4 data.

What was the price associated with the common stock received by the HLIO director?

The 742 shares of Helios Technologies common stock received upon RSU conversion are reported at $69.29 per share in the Form 4.

Were the HLIO insider transactions made under a Rule 10b5-1 trading plan?

No. The Form 4 indicates the Rule 10b5-1 checkbox is not marked, so no Rule 10b5-1 trading plan is reported for these transactions.

What do the 742 Restricted Stock Units reported for HLIO represent?

Each of the 742 Restricted Stock Units represents the right to receive, following vesting, one share of Helios Technologies common stock. The footnote states that upon vesting there is no expiration.

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

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Learn about SEC filing dates
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*
Chenanda Cary

(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)
09/18/2026
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
Common Stock09/18/2026M742A$69.2917,778D
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)09/18/2026M742 (1) (1)Common Stock742$00D
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 Chenanda09/22/2026
** 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)

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