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Helios Technologies (HLIO) director receives 754 restricted stock units

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

Rhea-AI Filing Summary

Helios Technologies, Inc. reported an equity award to one of its directors. On 12/17/2025, the reporting person received 754 restricted stock units (RSUs), each representing the right to receive one share of Helios common stock after vesting. The RSUs were granted at a price of $0 and are scheduled to vest on 12/17/2026, at which point there is no expiration date on the underlying shares. Following this grant, the director beneficially owns 754 derivative securities directly in the form of RSUs tied to Helios common stock.

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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)
12/17/2025
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) 12/17/2025 A 754 12/17/2026 (1) Common Stock 754 $0 754 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 12/19/2025
** 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 insider transaction did Helios Technologies (HLIO) report in this filing?

The filing reports that a director of Helios Technologies, Inc. received 754 restricted stock units (RSUs) on 12/17/2025 as an equity award.

How many Helios Technologies (HLIO) RSUs were granted and on what date?

The director was granted 754 RSUs on 12/17/2025, as shown in the derivative securities table.

What does each RSU represent in the Helios Technologies (HLIO) insider grant?

Each RSU represents the right to receive, following vesting, one share of Helios common stock, with no expiration after vesting.

When do the newly granted Helios Technologies (HLIO) RSUs vest?

The 754 RSUs are scheduled to vest on 12/17/2026, according to the derivative securities table.

What is the exercise or purchase price of the Helios Technologies (HLIO) RSUs?

The RSUs were granted at a price of $0, meaning there is no cash exercise price to receive the underlying shares upon vesting.

How many derivative securities does the Helios Technologies (HLIO) director beneficially own after this transaction?

Following this transaction, the reporting person beneficially owns 754 derivative securities in the form of RSUs, held directly.

What is the relationship of the reporting person to Helios Technologies (HLIO)?

The reporting person is a director of Helios Technologies, Inc., as indicated in the relationship section.
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Specialty Industrial Machinery
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United States
SARASOTA