Director at Helios Technologies (HLIO) converts 1,106 RSUs into common stock

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

HELIOS TECHNOLOGIES, INC. director Chenanda Cary exercised previously granted restricted stock units into common shares. On March 13, 2026, 1,106 RSUs converted into 1,106 shares of common stock at a reported value of $64.17 per share. These RSUs represented the right to receive one share each upon vesting with no expiration once vested. Following this derivative exercise, Cary directly holds 15,745 shares of Helios Technologies common stock, indicating an exercise-and-hold transaction rather than an open-market purchase or sale.

Insider Trade Summary

1,106 shares exercised/converted

Mixed 2 txns

Insider Chenanda Cary

Role Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	1,106	$0.00	--
Exercise	Common Stock	1,106	$64.17	$71K

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 15,745 shares (Direct)

Footnotes (1)

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Form 4 Insider Transactions: What Each Field Means →

03/16/2026 - 04:05 PM

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^*

Chenanda Cary

(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		1,106	A	$64.17	15,745	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			1,106	⁽¹⁾	⁽¹⁾	Common Stock	1,106	$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 Cary Chenanda	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

FAQ

What insider transaction did Helios Technologies (HLIO) report for Chenanda Cary?

Helios Technologies reported that director Chenanda Cary exercised restricted stock units into shares of common stock. On March 13, 2026, 1,106 RSUs converted into 1,106 common shares as part of equity compensation, rather than an open-market stock purchase or sale.

How many Helios Technologies (HLIO) shares did Chenanda Cary acquire in this Form 4?

Chenanda Cary acquired 1,106 shares of Helios Technologies common stock through the exercise of restricted stock units. Each RSU represented the right to receive one share upon vesting, so 1,106 vested RSUs became 1,106 common shares in this transaction.

What price is shown for Chenanda Cary’s Helios Technologies (HLIO) RSU conversion?

The Form 4 shows a value of $64.17 per share for the 1,106 Helios Technologies common shares issued from RSU conversion. This figure reflects the transaction’s reported share value, not an open-market trade price, since RSUs convert as part of compensation.

How many Helios Technologies (HLIO) shares does Chenanda Cary hold after this transaction?

After the RSU exercise, Chenanda Cary directly holds 15,745 shares of Helios Technologies common stock. This total reflects her updated direct ownership following the conversion of 1,106 restricted stock units into common shares disclosed in the Form 4.

Were Chenanda Cary’s Helios Technologies (HLIO) restricted stock units subject to expiration?

The filing states that each restricted stock unit represents the right to receive one share of common stock after vesting, and upon vesting there is no expiration. Once vested, the RSUs convert into Helios Technologies common shares without a time limit.

Does this Helios Technologies (HLIO) Form 4 show any open-market stock sales or purchases?

The Form 4 shows only the exercise and conversion of restricted stock units into common shares, with no reported open-market purchases or sales. Both reported entries are linked to derivative exercise, reflecting equity compensation rather than trading activity.