Helios director exercises 1,249 RSUs into shares

Helios Technologies director Britt Douglas exercised restricted stock units into common shares.

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Rhea-AI Filing Summary

Helios Technologies director Britt Douglas exercised restricted stock units into common shares. On March 13, 2026, Douglas converted 1,249 RSUs, each representing one share of common stock, into 1,249 shares of Helios common stock, reflecting routine equity compensation vesting. Following this transaction, Douglas directly owns 28,335 common shares.

Insider Trade Summary

1,249 shares exercised/converted

Exercise 2 txns

Insider Britt Douglas

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 — 28,335 shares (Direct)

Footnotes (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) director Britt Douglas report?

Director Britt Douglas reported exercising 1,249 restricted stock units into 1,249 shares of Helios common stock. The RSUs vested and converted on March 13, 2026, as part of routine equity compensation, with no open-market purchase or sale reported in this filing.

How many Helios Technologies (HLIO) shares does Britt Douglas hold after this Form 4?

After the RSU conversion, Britt Douglas holds 28,335 shares of Helios Technologies common stock directly. This total reflects the additional 1,249 shares received from exercising restricted stock units on March 13, 2026, and shows Douglas’s post-transaction ownership position.

What type of securities 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 common stock upon vesting, and 1,249 RSUs were exercised into 1,249 common shares on March 13, 2026.

Was the Helios Technologies (HLIO) insider transaction a market sale or purchase?

The reported transaction was an exercise of restricted stock units, not an open-market sale or purchase. Douglas acquired 1,249 common shares through derivative exercise, reflecting equity compensation vesting, with no reported sale of shares in this Form 4.

What does the RSU footnote in the Helios Technologies (HLIO) Form 4 explain?

The footnote explains that each restricted stock unit represents the right to receive one share of Helios common stock after vesting. It also notes that once the RSUs vest and convert into shares, there is no expiration associated with those units.

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Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 03/16/2026 - 04:05 PM EDT

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^*

Britt Douglas

(Last)

(First)

(Middle)

C/O HELIOS TECHNOLOGIES, INC.

7456 16TH ST E

(Street)

SARASOTA

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/13/2026		M		1,249	A	$64.17	28,335	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
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 Douglas Britt	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.
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.

Source: View Original Filing on SEC EDGAR