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Helios Technologies (HLIO) director gains 834 shares from RSU vesting

Filing Impact
(Low)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

Helios Technologies director reports RSU-based share acquisition

A Helios Technologies, Inc. director reported acquiring common stock through the vesting of restricted stock units. On 12/05/2025, 834 RSUs were converted into 834 shares of Helios common stock at a reported price of $54.19 per share. Following this transaction, the director beneficially owned 7,757 shares of common stock in direct form. The RSUs functioned on a one-for-one basis, with each unit representing the right to receive one share of common stock upon vesting, and, once vested, they did not carry an expiration date.

Positive

  • None.

Negative

  • None.
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*
Sacchi Diana

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
12/05/2025
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
Common Stock 12/05/2025 M 834 A $54.19 7,757 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (1) 12/05/2025 M 834 (1) (1) Common Stock 834 $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 Diana Sacchi 12/09/2025
** 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.

FAQ

What insider transaction did Helios Technologies (HLIO) disclose in this Form 4?

The filing reports that a director of Helios Technologies acquired 834 shares of common stock on 12/05/2025 through the vesting and settlement of restricted stock units.

How many Helios Technologies (HLIO) shares does the director own after this transaction?

After the reported transaction, the director beneficially owns 7,757 shares of Helios Technologies common stock in direct form.

What was the reported price for the Helios Technologies (HLIO) shares acquired?

The 834 shares of Helios Technologies common stock acquired in the transaction were reported at a price of $54.19 per share in the non-derivative table.

How were the Helios Technologies (HLIO) restricted stock units structured?

Each restricted stock unit (RSU) represented the right to receive one share of Helios common stock upon vesting, and once vested, there was no expiration associated with the RSUs.

What happened to the Helios Technologies (HLIO) RSUs after this transaction?

The derivative table shows that 834 RSUs were converted into 834 shares of common stock, leaving 0 derivative securities of that RSU grant beneficially owned following the transaction.

What is the reporting person’s relationship to Helios Technologies (HLIO)?

The reporting person is identified as a director of Helios Technologies, Inc. and the filing is made on behalf of one reporting person.

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Specialty Industrial Machinery
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United States
SARASOTA