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

Rhea-AI Filing Summary

Britt Douglas, a Director of Helios Technologies, Inc. (HLIO), reported an acquisition on 09/18/2025 of 787 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of common stock upon vesting. The RSUs were reported as acquired at a $0 price and are listed as directly beneficially owned by the reporting person following the transaction (787 shares). The RSUs have a stated vesting/exercisable date of 09/18/2026 and no expiration upon vesting. The Form 4 was signed on behalf of Britt Douglas by Marc Greenberg, Attorney-in-Fact, dated 09/19/2025.

Positive

• Transparent disclosure of a director equity award with full details: quantity, vesting date, price, and ownership form
• Equity alignment: 787 RSUs convert one-for-one to common stock, aligning director compensation with shareholders
• Clear documentation including attorney-in-fact signature and filing dates

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Routine director equity award disclosed; aligns director compensation with shareholder interests.

The Form 4 documents a standard equity grant to a director: 787 RSUs that convert one-for-one into common shares upon vesting on 09/18/2026 at no purchase price. This type of award is commonly used to retain and align directors with long-term shareholder value. The filing is complete in identifying the instrument, quantity, vesting date, ownership form (direct) and the reporting relationship (Director). There are no additional material transactions, liabilities, or derivative instruments disclosed that would complicate governance implications.

Securities Analyst

TL;DR: Disclosure reports a non-cash equity grant; immaterial to capital structure at reported size.

The submission shows acquisition of 787 RSUs at $0 with direct ownership reported post-transaction as 787 shares, exercisable/vestable 09/18/2026. The Form 4 provides clear mechanics (one RSU equals one share on vesting) and includes an attorney-in-fact signature dated 09/19/2025. Absent other holdings or larger transactions in this filing, this appears to be a routine compensation-related grant rather than a market-moving event based on the information provided.

09/22/2025 - 04:08 PM

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^*

Britt Douglas

(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)
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		787		09/18/2026	(1)	Common Stock	787	$0	787	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 Douglas Britt	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

Who filed this Form 4 for Helios Technologies (HLIO)?

The report was filed on behalf of Britt Douglas, who is identified as a Director of Helios Technologies, Inc.

What security and amount were reported on the Form 4 for HLIO?

The Form 4 reports acquisition of 787 Restricted Stock Units (RSUs), each representing the right to receive one share of common stock upon vesting.

What was the price and vesting date for the RSUs reported?

The RSUs were reported at a $0 price and have a stated exercisable/vesting date of 09/18/2026.

How many shares does the reporting person beneficially own after the transaction?

The Form 4 lists 787 shares as beneficially owned following the reported transaction, held in a direct ownership form.

When was the Form 4 signed and by whom?

The filing includes a signature by Marc Greenberg, Attorney-in-Fact for Douglas Britt dated 09/19/2025.