STOCK TITAN

Helios Technologies (HLIO) director converts 1,369 RSUs into common stock holdings

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HELIOS TECHNOLOGIES, INC. director Diana Sacchi exercised restricted stock units into common shares. On June 5, 2026, 1,369 restricted stock units converted into 1,369 shares of common stock at a stated price of $81.27 per share, with no sale reported. Following this transaction, she directly holds 10,375 shares of Helios Technologies common stock. The filing describes a compensation-related equity conversion rather than an open-market purchase or sale.

Positive

  • None.

Negative

  • None.
Insider Sacchi Diana
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 1,369 $0.00 --
Exercise Common Stock 1,369 $81.27 $111K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Common Stock — 10,375 shares (Direct, null)
Footnotes (1)
  1. [object Object]
RSUs exercised 1,369 units Restricted Stock Units converted to common stock on June 5, 2026
Common shares received 1,369 shares Shares of common stock from RSU conversion
Stated price per share $81.27 per share Price reported for common stock in non-derivative transaction
Post-transaction holdings 10,375 shares Total common shares directly held after RSU exercise
Exercise/conversion price $0.00 per unit Conversion price for RSUs into common stock
Exercise transactions 1 transaction Exercise or conversion of derivative security reported in summary
Restricted Stock Units financial
"The security title for the derivative transaction is listed as Restricted Stock Units."
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.
Exercise or conversion of derivative security financial
"The transaction code description states Exercise or conversion of derivative security."
Form 4 regulatory
"This insider transaction is disclosed on SEC Form 4 for Helios Technologies."
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Common Stock financial
"The underlying security title for the RSUs is 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.
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SEC Form 4
FORM 4UNITED 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 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)
XDirector10% 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)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock06/05/2026M1,369A$81.2710,375D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)06/05/2026M1,369 (1) (1)Common Stock1,369$00D
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 Sacchi06/09/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transaction did Helios Technologies (HLIO) director Diana Sacchi report?

Director Diana Sacchi reported exercising 1,369 restricted stock units into 1,369 shares of Helios Technologies common stock. The transaction reflects a compensation-related equity conversion, not an open-market trade, and increases her directly held common shares.

Did Diana Sacchi buy or sell Helios Technologies (HLIO) shares on the open market?

The Form 4 does not show any open-market buy or sell. It reports an exercise/conversion of 1,369 restricted stock units into common stock, a typical compensation event rather than a discretionary market transaction.

How many Helios Technologies (HLIO) shares does Diana Sacchi hold after this Form 4?

After the reported RSU conversion, Diana Sacchi directly holds 10,375 shares of Helios Technologies common stock. This total includes the 1,369 shares received from the vested restricted stock units on June 5, 2026.

What is the size of the RSU exercise reported for Helios Technologies (HLIO)?

The filing shows an exercise of 1,369 restricted stock units, each convertible into one share of Helios Technologies common stock. Upon vesting and conversion, there is no expiration associated with these RSUs, according to the footnote.

How were the restricted stock units described in the Helios Technologies (HLIO) Form 4?

Each restricted stock unit (RSU) represents the right to receive one share of Helios Technologies common stock following vesting. The footnote states that once vested and converted, the RSUs have no expiration, reinforcing their role as equity compensation.