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Helios Technologies (HLIO) grants RSUs and performance stock options

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

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 Arduini Matteo
Role President of Hydraulics, FCT
Type Security Shares Price Value
Grant/Award Restricted Stock Units 3,413 $0.00 --
Grant/Award Performance Stock Options (right to buy) 7,063 $0.00 --
Holdings After Transaction: Restricted Stock Units — 3,413 shares (Direct); Performance Stock Options (right to buy) — 7,063 shares (Direct)
Footnotes (1)
  1. 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. 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.
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Form 4 Insider Transactions: What Each Field Means →
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*
Arduini Matteo
(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
President of Hydraulics, FCT
3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026
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
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 $0(1) 03/05/2026 A 3,413 (1) (1) Common Stock 3,413 $0 3,413 D
Performance Stock Options (right to buy) $67.61 03/05/2026 A 7,063 (2) (2) Common Stock 7,063 $0 7,063 D
Explanation of Responses:
1. 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.
2. 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.
/s/ Marc Greenberg, Attorney-in-fact for Matteo Arduini 03/09/2026
** 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

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.