[Form 4] HELIOS TECHNOLOGIES, INC. Insider Trading Activity

Rhea-AI Filing Summary

Marc A. Greenberg, General Counsel and Secretary of Helios Technologies, reported transactions on 09/11/2025 involving common stock and restricted stock units. The filing shows 748 shares acquired under code M at $55.89 per share and 295 shares withheld by the issuer under code F at the same price to satisfy tax withholding related to RSU vesting. After these transactions the reporting person is shown as beneficially owning 7,799 shares directly and has 58.5 shares allocated under the company 401(k) plan and 166 shares reported as indirect via spouse. The RSUs were granted on 09/11/2024 and vest 50% on each of the first two anniversaries; each RSU converts to one share on vesting.

Positive

• Transparent disclosure of RSU vesting, tax withholding, and post-transaction beneficial ownership totals
• Routine compensation activity (RSU vesting) rather than a market sale, suggesting no immediate insider-driven liquidity event

Negative

• None.

Insights

Securities/Insider Transactions Analyst

TL;DR: Insider received vested RSUs and had shares withheld for taxes; modest net increase in direct holdings.

The Form 4 documents routine compensation-related activity: 748 RSUs vesting converted into shares (code M) with 295 shares withheld to cover taxes (code F). The exercise/vesting price shown as $0 for RSUs confirms these were compensation awards rather than purchases. The reported direct beneficial ownership of 7,799 shares contextualizes the insider's stake but does not indicate a material change in control or large market-moving sale.

Corporate Governance Specialist

TL;DR: Disclosure is consistent with standard executive compensation vesting and tax withholding; no governance red flags disclosed.

The filing provides transparent reporting of vested restricted stock units, tax-withheld shares, and allocations in the company 401(k) plan. The reporting person disclaims beneficial ownership except for pecuniary interest, which is a common disclaimer. There are no indications of transactions pursuant to 10b5-1 plans or any unusual off-market transfers in this filing.

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

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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^*

Greenberg Marc A

(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)
	General Counsel and Secretary

3. Date of Earliest Transaction (Month/Day/Year)
09/11/2025

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	09/11/2025		M		748	A	$55.89	7,799	D
Common Stock	09/11/2025		F		295(1)	D	$55.89	7,504	D
Common Stock								58.5(2)	I	By 401(k) Plan Trust
Common Stock								166(3)	I	By Spouse

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(4)	09/11/2025		M			748	(5)	(5)	Common Stock	748	$0	747	D

Explanation of Responses:

1. No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

2. Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan.

3. The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any.

4. Each RSU represents the right to receive, following vesting, one share of Common Stock.

5. Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

	/s/ Marc Greenberg	09/15/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What transactions did HLIO insider Marc Greenberg report on 09/11/2025?

He reported 748 shares acquired (code M) at $55.89 and 295 shares withheld (code F) at $55.89 to satisfy tax withholding related to RSU vesting.

How many shares does Marc Greenberg beneficially own after the reported transactions?

The Form 4 shows he beneficially owns 7,799 shares directly, plus 58.5 shares via the 401(k) allocation and 166 shares indirectly by spouse.

What is the nature of the restricted stock units reported in the HLIO Form 4?

Each RSU represents the right to receive one share on vesting. The RSUs were granted on 09/11/2024 and vest 50% on each of the first two anniversaries.

Were any shares sold by the reporting person in this filing?

No shares were sold; the Form 4 states the 295 shares were withheld by the issuer to satisfy tax withholding on vested RSUs.

Does the filing indicate the use of a 10b5-1 plan?

No. The Form does not indicate that the transactions were made pursuant to a 10b5-1 plan.