STOCK TITAN
  1. Home
  2. Sec-filings
  3. HLIO
  4. [Form 4] HELIOS TECHNOLOGIES, INC. Insider Trading Activity

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

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

Rhea-AI Filing Summary

Evans Jeremy Scott reported acquisition or exercise transactions in this Form 4 filing.

Helios Technologies, Inc. Chief Financial Officer Jeremy Scott Evans received equity-based compensation on March 5, 2026. He was granted 3,772 Restricted Stock Units, each representing one share of common stock after vesting, with 33-1/3% scheduled to vest on each of January 3, 2027, January 3, 2028, and January 3, 2029, unless earlier forfeited.

He was also granted 7,806 performance stock options, which represent the right to receive, following vesting, up to 225% of that number of options based on pre-established performance metrics over a three-year period from the first day of fiscal 2026 through the last day of fiscal 2028, subject to continuous employment through March 15, 2029. These stock options expire 10 years from the grant date.

Positive

  • None.

Negative

  • None.
Insider Evans Jeremy Scott
Role Chief Financial Officer
Type Security Shares Price Value
Grant/Award Restricted Stock Units 3,772 $0.00 --
Grant/Award Performance Stock Options (right to buy) 7,806 $0.00 --
Holdings After Transaction: Restricted Stock Units — 3,772 shares (Direct); Performance Stock Options (right to buy) — 7,806 shares (Direct)
Footnotes (1)
  1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029. The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Form 4 Insider Transactions: What Each Field Means →
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*
Evans Jeremy Scott
(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)
Chief Financial Officer
3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026
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
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(1) 03/05/2026 A 3,772 (1) (1) Common Stock 3,772 $0 3,772 D
Performance Stock Options (right to buy) $67.61 03/05/2026 A 7,806 (2) (2) Common Stock 7,806 $0 7,806 D
Explanation of Responses:
1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029.
2. The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.
/s/ Marc Greenberg, Attorney-in-Fact for Jeremy Scott Evans 03/09/2026
** 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.
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.

Source: View Original Filing on SEC EDGAR

FAQ

What equity awards did Helios Technologies (HLIO) CFO receive on March 5, 2026?

On March 5, 2026, Helios Technologies CFO Jeremy Scott Evans received 3,772 Restricted Stock Units and 7,806 performance stock options. These awards are part of his equity compensation and are subject to multi-year vesting and performance conditions.

How do the Restricted Stock Units granted to Helios (HLIO) CFO vest?

The 3,772 RSUs granted to the Helios CFO vest in three equal installments. 33-1/3% of the award vests and converts into common stock on each of January 3, 2027, January 3, 2028, and January 3, 2029, unless earlier forfeited.

What are the performance conditions on the Helios (HLIO) CFO’s stock options?

The performance stock options can vest into up to 225% of the 7,806 granted options. The final number depends on achieving pre-established performance metrics over a three-year period covering fiscal 2026 through 2028, as approved by the Compensation Committee.

How long do the Helios Technologies (HLIO) CFO’s performance stock options last?

The performance stock options granted on March 5, 2026 have a 10-year term. They expire ten years from the grant date, meaning they can no longer be exercised after that point, even if performance and service conditions were met earlier.

What employment conditions apply to the Helios (HLIO) CFO’s performance stock options?

The Helios CFO’s performance stock options require continuous employment with the company through March 15, 2029. In addition, vesting depends on meeting pre-approved performance metrics over the fiscal 2026–2028 period set by the Compensation Committee.

How many Helios (HLIO) equity awards does the CFO hold after these grants?

Following the March 5, 2026 grants, the Helios CFO holds 3,772 Restricted Stock Units and 7,806 performance stock options directly. The ultimate number of performance options that vest can increase based on achieving specified performance goals.