Helios director exercises 1,369 RSUs into shares

HELIOS TECHNOLOGIES, INC. director Britt Douglas exercised restricted stock units into common shares.

Rhea-AI Filing Summary

HELIOS TECHNOLOGIES, INC. director Britt Douglas exercised restricted stock units into common shares. On 2026-06-05, 1,369 Restricted Stock Units converted into 1,369 shares of Common Stock, reflecting equity compensation vesting rather than an open-market trade.

Following the transaction, Douglas directly holds 29,704 shares of Common Stock. The RSU award was fully converted, leaving no remaining units from this grant. No shares were reported as sold; the filing shows only the derivative exercise and resulting increase in directly held common shares.

Insider Trade Summary

1,369 shares exercised/converted

Exercise 2 txns

Insider Britt Douglas

Role Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	1,369	$0.00	$0.00
Exercise	Common Stock	1,369	$81.27	$111K

Holdings After Transaction: Restricted Stock Units — 0 contracts (Direct); Common Stock — 29,704 shares (Direct)

Footnotes (1)

1. F1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.

Key Figures

RSUs exercised: 1,369 units Common shares received: 1,369 shares Price per common share: $81.27/share +2 more

5 metrics

RSUs exercised 1,369 units Restricted Stock Units converted into Common Stock on 2026-06-05

Common shares received 1,369 shares Shares of Common Stock acquired from RSU conversion

Price per common share $81.27/share Transaction price per share for Common Stock entry

Shares held after transaction 29,704 shares Total directly held Common Stock by Britt Douglas after exercise

RSU exercise price $0.00/unit Conversion or exercise price for Restricted Stock Units

Key Terms

Restricted Stock Units, derivative security, Common Stock

3 terms

Restricted Stock Units financial

"The Form 4 shows 1,369 Restricted Stock Units converting into 1,369 shares of Common Stock"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

derivative security financial

"The transaction code description notes an exercise or conversion of derivative security"

A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.

Common Stock financial

"1,369 Restricted Stock Units converted into 1,369 shares of Common Stock"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Helios Technologies (HLIO) report for Britt Douglas?

Helios Technologies reported that director Britt Douglas exercised 1,369 Restricted Stock Units into 1,369 shares of Common Stock. This reflects equity compensation vesting and a derivative conversion, not an open-market stock purchase or sale.

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

After the reported transaction, Britt Douglas directly holds 29,704 shares of Helios Technologies Common Stock. This total reflects the addition of 1,369 shares received from converting vested Restricted Stock Units disclosed in the filing.

Were any Helios Technologies (HLIO) shares sold in this Form 4 transaction?

No shares were reported as sold. The Form 4 shows a derivative exercise where 1,369 Restricted Stock Units converted into 1,369 shares of Common Stock, increasing Britt Douglas’s direct holdings without any open-market sale.

What does the Restricted Stock Unit conversion mean for Helios Technologies (HLIO)?

The Restricted Stock Unit conversion indicates that previously granted equity compensation vested into 1,369 common shares. This increases the director’s direct share ownership and reduces outstanding RSUs from this grant, without indicating any buying or selling in the open market.

How were the Restricted Stock Units structured in the Helios Technologies filing?

Each Restricted Stock Unit represented the right to receive one share of Helios Technologies Common Stock after vesting. The footnote states that upon vesting there is no expiration, and the Form 4 shows 1,369 units converting into 1,369 shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 06/09/2026 - 04:20 PM EDT Learn about SEC filing dates

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 FLORIDA 34243

(City) (State) (Zip)

UNITED STATES

(Country)

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)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	06/05/2026		M		1,369	A	$81.27	29,704	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)	06/05/2026		M			1,369	(1)	(1)	Common Stock	1,369	$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	06/09/2026
	** 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.
* Form 4: SEC 1474 (03-26)