Helios Technologies grants RSUs and performance options
Rhea-AI Filing Summary
Arduini Matteo reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies reported that executive Matteo Arduini received equity-based compensation awards. He was granted 3,413 Restricted Stock Units, each representing one share of common stock after vesting. These RSUs vest in three equal installments on January 3 of 2027, 2028, and 2029.
Arduini was also granted 7,063 performance stock options, representing rights to receive options that can scale up to 225% of that amount, depending on pre-approved performance metrics over the fiscal years 2026–2028 and his continuous employment through March 15, 2029. The options expire 10 years from the grant date.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Arduini Matteo
Role
President of Hydraulics, FCT
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units | 3,413 | $0.00 | $0.00 |
| Grant/Award | Performance Stock Options (right to buy) | 7,063 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Stock Units — 3,413 shares (Direct);
Performance Stock Options (right to buy) — 7,063 shares (Direct)
Footnotes (2)
- F1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029.
- F2. The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.
FAQ
What insider transactions did HLIO executive Matteo Arduini report?
Matteo Arduini reported the grant of 3,413 Restricted Stock Units and 7,063 performance stock options. These awards are part of his equity-based compensation and vest over several years, subject to performance conditions and continued employment.
How do the new Restricted Stock Units for HLIO vest?
The 3,413 RSUs for Matteo Arduini vest in three equal installments. 33-1/3% convert into common stock on each of January 3, 2027, January 3, 2028, and January 3, 2029, provided the units are not forfeited under their terms.
What are the key terms of the HLIO performance stock options granted?
The 7,063 performance stock options may convert into up to 225% of that number upon vesting. The final amount depends on pre-established performance metrics over fiscal years 2026–2028 and continuous employment through March 15, 2029. The options expire 10 years from grant.
What performance period applies to Helios Technologies (HLIO) performance options?
The performance options use a three-year performance period beginning the first day of fiscal 2026 and ending the last day of fiscal 2028. Results against pre-approved metrics during this span determine how many options, up to 225% of the initial number, are ultimately earned.
What employment conditions affect HLIO executive Matteo Arduini’s stock options?
The number of performance stock options ultimately earned is contingent on Arduini’s continuous employment through March 15, 2029, in addition to meeting performance metrics. If employment ends earlier, fewer or no options may be acquired under the award’s terms.
When do the Helios Technologies performance stock options granted to Arduini expire?
The performance stock options granted on March 5, 2026 expire 10 years from the grant date. This gives a long exercise window after vesting, assuming performance targets are met and employment conditions are satisfied under the award terms.
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