Helios Technologies (HLIO) officer discloses RSU vesting and share withholding

Rhea-AI Filing Summary

Helios Technologies officer reports RSU vesting and tax withholding transactions. A Form 4 filed for the President of Hydraulics, MCT of Helios Technologies, Inc. details multiple equity transactions dated 01/03/2026. Restricted stock units covering 937 and 1,382 shares of common stock were converted to shares, reflecting scheduled vesting.

To cover tax withholding obligations tied to these vestings, the issuer withheld 419 and 618 shares, which are reported as dispositions. Following these transactions, the reporting person directly beneficially owned 13,444 shares of Helios common stock. The filing also shows remaining RSU holdings of 938 and 2,764 units, each RSU representing the right to receive one share of common stock after vesting.

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

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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^*

Martich Frederick Joseph

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Pres. of Hydraulics, MCT

3. Date of Earliest Transaction (Month/Day/Year)
01/03/2026

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	01/03/2026		M		937	A	$54.71	13,099	D
Common Stock	01/03/2026		F		419(1)	D	$54.71	12,680	D
Common Stock	01/03/2026		M		1,382	A	$54.71	14,062	D
Common Stock	01/03/2026		F		618(1)	D	$54.71	13,444	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	$0(2)	01/03/2026		M			937	(3)	(3)	Common Stock	937	$0	938	D
Restricted Stock Units	$0(2)	01/03/2026		M			1,382	(3)	(3)	Common Stock	1,382	$0	2,764	D

Explanation of Responses:

1. No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

2. Each RSU represents the right to receive, following vesting, one share of Common Stock.

3. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.

	/s/ Marc Greenberg, Attorney-in-fact for Frederick Joseph Martich	01/06/2026
	** 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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FAQ

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

The Form 4 reports that an officer of Helios Technologies, Inc. had restricted stock units vest on 01/03/2026, which converted into 937 and 1,382 shares of common stock.

How many Helios Technologies (HLIO) shares were withheld for taxes in this filing?

The filing states that 419 and 618 shares of common stock were withheld by the issuer to satisfy tax withholding requirements related to the vesting of restricted stock units.

How many Helios Technologies (HLIO) shares does the officer own after these transactions?

After the reported transactions on 01/03/2026, the reporting person beneficially owned 13,444 shares of Helios Technologies common stock in direct ownership.

What is the reporting person’s role at Helios Technologies (HLIO)?

The reporting person is an officer of Helios Technologies, Inc., identified as the President of Hydraulics, MCT.

What do the RSUs in this Helios Technologies (HLIO) filing represent?

Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Helios Technologies common stock, according to the explanation of responses.

How do the Helios Technologies (HLIO) RSU awards vest over time?

The RSU awards vest in three equal installments: 33-1/3% of the award vests and converts into common stock on each anniversary of the grant date, unless earlier forfeited under the RSU terms.

How many Helios Technologies (HLIO) RSUs remain outstanding for this officer?

Following the 01/03/2026 transactions, the officer held 938 and 2,764 restricted stock units, each ultimately deliverable in an equal number of common shares upon vesting.