Helios Technologies director acquires 738 shares via RSU vesting

Rhea-AI Filing Summary

Helios Technologies director reports RSU-related stock acquisition

A director of Helios Technologies, Inc. (HLIO) reported an automatic share acquisition related to restricted stock units (RSUs). On 12/05/2025, 738 shares of common stock were acquired at a price of $54.19 per share through a transaction coded "M," which typically reflects the conversion of a derivative security such as an RSU into common stock. After this transaction, the director beneficially owned 14,639 shares of Helios Technologies common stock in direct ownership.

The related derivative position, identified as restricted stock units, decreased by 738 units to 0 derivative securities beneficially owned, as those RSUs were settled into common shares. Each RSU represented the right to receive one share of common stock upon vesting, with no expiration once vested.

Insider Trade Summary

Net Buyer: 738 shares

Net Buy 2 txns

Insider Chenanda Cary

Role Director

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	738	$0.00	$0.00
Exercise	Common Stock	738	$54.19	$40K

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 14,639 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.

FAQ

What insider transaction did Helios Technologies (HLIO) report in this Form 4?

A director of Helios Technologies, Inc. reported acquiring 738 shares of common stock on 12/05/2025 through the vesting and settlement of restricted stock units, recorded as an "M" transaction code.

What is the total Helios Technologies (HLIO) stock ownership reported after this transaction?

Following the reported transaction, the director beneficially owned 14,639 shares of Helios Technologies common stock in direct ownership.

What does the RSU transaction mean for the Helios Technologies (HLIO) director?

The filing shows that 738 restricted stock units converted into 738 shares of Helios Technologies common stock, reducing the RSU derivative position to 0 units and increasing the director's directly owned shares.

At what price were the Helios Technologies (HLIO) shares acquired in this Form 4?

The 738 common shares were reported as acquired at a price of $54.19 per share in the non-derivative securities table.

How do Helios Technologies (HLIO) restricted stock units work in this report?

Each restricted stock unit (RSU) represents the right to receive one share of Helios Technologies common stock after vesting, and once vested and settled into shares, there is no expiration for that RSU grant.

What role does the reporting person have at Helios Technologies (HLIO)?

The reporting person is identified as a Director of Helios Technologies, Inc., filing individually as one reporting person.

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Accepted by SEC EDGAR 12/09/2025 - 05:03 PM 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^*

Chenanda Cary

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
12/05/2025

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	12/05/2025		M		738	A	$54.19	14,639	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)	12/05/2025		M			738	(1)	(1)	Common Stock	738	$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	12/09/2025
	** 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.
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