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

Rhea-AI Filing Summary

Ian K. Walsh, a director of Helios Technologies, Inc. (HLIO), was granted 697 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting. The RSUs were reported as acquired at a $0 purchase price and are exercisable/vest on 09/18/2026; following the transaction Walsh beneficially owns 697 shares directly. The Form 4 was signed by an attorney-in-fact on 09/19/2025. The filing discloses a routine equity grant to an insider and provides no additional compensation terms or cash consideration beyond the RSU grant.

Positive

• Alignment of interests: Director received equity compensation, which aligns his interests with shareholders through future ownership upon vesting
• Clear disclosure: Filing provides specific grant size (697 RSUs), vesting date (09/18/2026), and direct beneficial ownership after the grant (697 shares)

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Director received a standard equity grant (697 RSUs) vesting in one year; routine insider compensation disclosure.

The Form 4 shows a noncash grant of 697 restricted stock units to a director, with vesting/exercise on 09/18/2026 and a $0 reported acquisition price, indicating a typical equity-based retention or alignment award rather than a market purchase. As reported, ownership is direct and limited to the 697 underlying shares. There is no indication in the filing of accelerated vesting, performance conditions, or supplemental cash payments. For governance review, this appears to be a customary director grant requiring routine disclosure under Section 16.

Securities Analyst

TL;DR: The transaction is administratively material for disclosure but unlikely to be materially impactful on HLIO's capital structure.

The reported issuance of 697 RSUs increases the director's potential share count by 697 shares upon vesting. The grant price is listed as $0, consistent with RSU awards that convert to common stock without a purchase price. The filing contains no information on aggregate outstanding shares, dilutive impact, or any sale following vesting, so market-impact conclusions cannot be drawn from this Form 4 alone.

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
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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^*

Walsh Ian K.

(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)
09/18/2025

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

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)	09/18/2025		A		697		09/18/2026	(1)	Common Stock	697	$0	697	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 Ian Walsh	09/19/2025
	** 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 did HLIO director Ian K. Walsh receive on 09/18/2025?

Ian K. Walsh received 697 restricted stock units (RSUs) on 09/18/2025 as reported on the Form 4.

When do the RSUs granted to Ian K. Walsh vest?

The RSUs vest on 09/18/2026, at which time each RSU represents the right to one share of common stock.

What price was reported for the RSU acquisition on the Form 4?

The reported price is $0, consistent with an RSU award that converts to shares without a purchase price.

How many shares will Ian K. Walsh beneficially own after this transaction?

Following the reported transaction he beneficially owns 697 shares (direct ownership reported).

Who signed the Form 4 and when was it signed?

Marc Greenberg, Attorney-in-Fact for Ian Walsh, signed the Form 4 on 09/19/2025.