STOCK TITAN

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

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

Helios Technologies (HLIO) director Douglas Britt received 914 restricted stock units that vested on 10/04/2025, resulting in the acquisition of 914 shares at no cash cost. The filing reports a transaction price of $52.77, which appears to be the reported market price for reference, and shows Mr. Britt's total beneficial ownership rising to 26,252 shares.

The Form 4 was filed by an attorney-in-fact and indicates the awards are standard restricted stock units that convert to common shares upon vesting with no expiration. No derivative securities remain owned following this transaction.

Helios Technologies (HLIO) — il direttore Douglas Britt ha ricevuto 914 unità di azioni ristrette che si sono maturate il 10/04/2025, comportando l’acquisizione di 914 azioni senza alcun costo in contanti. La comunicazione riporta un prezzo di transazione di $52.77, che sembra essere il prezzo di mercato riferito, e mostra che la proprietà beneficiaria totale di signor Britt è salita a 26.252 azioni.

Il Form 4 è stato depositato da un procuratore e indica che le assegnazioni sono standard restricted stock units che si convertono in azioni comuni al vesting senza scadenza. Non restano titoli derivati in possesso dopo questa operazione.

Helios Technologies (HLIO) — el director Douglas Britt recibió 914 unidades de acciones restringidas que se consolidaron el 10/04/2025, lo que dio lugar a la adquisición de 914 acciones sin costo en efectivo. El expediente reporta un precio de transacción de $52.77, que parece ser el precio de mercado informado para referencia, y muestra que la propiedad total beneficiosa del Sr. Britt ascendió a 26,252 acciones.

El Formulario 4 fue presentado por un apoderado e indica que las adjudicaciones son estándar de restricted stock units que se convierten en acciones comunes al vesting sin fecha de vencimiento. No quedan valores derivados en propiedad tras esta operación.

헬리오스 테크놀로지스(HLIO)의 이사 더글라스 브릿은 2025/10/04에 귀속된 914주의 제한 주식 유닛을 받았고, 이로 인해 현금 비용 없이 914주를 취득했습니다. 공시에는 거래 가격으로 $52.77가 표시되며, 이는 참조를 위한 보고된 시가로 보이고, 브릿 씨의 총 실질소유주식 수가 26,252주로 상승했다고 나와 있습니다.

4 Form은 사실상 대리인에 의해 제출되었으며, 수여된 주식은 만료일이 없는 표준적인 restricted stock units로 vesting 시 일반 주식으로 전환됩니다. 이번 거래 이후 파생증권은 보유하지 않습니다.

Helios Technologies (HLIO) — le directeur Douglas Britt a reçu 914 unités d’actions restreintes qui se sont acquises le 10/04/2025, entraînant l’acquisition de 914 actions sans coût en espèces. Le dépôt indique un prix de transaction de $52.77, qui semble être le prix de marché déclaré à titre de référence, et montre que la propriété bénéficiaire totale du M. Britt s’élève à 26 252 actions.

Le Formulaire 4 a été déposé par un mandataire et indique que les attributions sont des restricted stock units standard qui se convertissent en actions ordinaires à la vesting sans expiration. Aucun titre dérivé n’est détenu après cette opération.

Helios Technologies (HLIO) — Der Direktor Douglas Britt erhielt 914 Restricted-Stock-Einheiten, die am 10/04/2025 vesteten, wodurch der Erwerb von 914 Aktien ohne Barzahlung erfolgte. Der Bericht nennt einen Transaktionspreis von $52.77, der offenbar der genannte Referenzmarktpreis ist, und zeigt, dass der gesamte wirtschaftliche Eigentum von Herrn Britt auf 26.252 Aktien gestiegen ist.

Das Form 4 wurde von einem Bevollmächtigten eingereicht und gibt an, dass es sich um Standard-restricted stock units handelt, die beim Vesting in Stammaktien umgewandelt werden und keine Ablaufzeit haben. Nach dieser Transaktion verbleiben keine derivaten Wertpapiere im Besitz.

هيليوس تكنولوجيز (HLIO) — تلقّى مدير الشركة، دوغلاس بريت، 914 وحدة أسهم مقيدة نمت في 10/04/2025، مما أدى إلى شراء 914 سهمًا دون مقابل نقدي. يذكر الإبلاغ سعر صفقة قدره $52.77، يبدو أنه سعر السوق المبلغ عنه كمرجع، ويظهر أن الملكية Beneficia الإجمالية للسيد بريت ارتفعت إلى 26,252 سهمًا.

تم تقديم النموذج 4 من قبل وكيل، ويشير إلى أن الجوائز هي وحدة أسهم مقيدة قياسية تتحول إلى أسهم عادية عند الت vesting بلا انتهاء. لا توجد أوراق مالية مشتقة تملكها بعد هذه المعاملة.

Helios Technologies (HLIO) 的董事 Douglas Britt 收到了914份受限股票单位(RSU),于 10/04/2025 实现归属,因此无现金成本取得了 914 股。备案显示交易价格为 $52.77,似乎是供参考的报告市价,并显示 Britt 先生的总受益所有权增至 26,252 股。

Form 4 由一名代理人提交,指出这些授予是标准的restricted stock units,在归属时会转换为普通股且没有到期日。此交易后不再持有任何衍生证券。

Positive
  • Director alignment: Vesting of 914 RSUs increases director's stake to 26,252 shares, aligning incentives
  • Clear settlement: RSUs convert to common stock upon vesting with no expiration, simplifying ownership structure
Negative
  • None.

Insights

Director received vested RSUs, modestly increasing ownership.

The transaction documents the vesting and settlement of 914 RSUs into common stock on 10/04/2025, raising reported direct holdings to 26,252 shares. RSUs settled at $0 exercise cost are typical for grant vesting and reflect compensation rather than an open-market purchase.

This increases the director's stake marginally and aligns his economic interest with shareholders; monitor future filings for additional grants or open-market trades within the next 12 months to assess ongoing insider alignment.

Filing shows a standard non‑cash issuance; no outstanding derivatives remain.

The Form 4 lists a non‑derivative acquisition code M for 914 shares and a corresponding RSU entry showing 914 underlying shares with $0 price, leaving 0 derivative securities post-transaction. The reported market price $52.77 is included for reference in the non-derivative line.

Because this reflects vesting settlement (not an open-market trade), it has limited immediate market impact; follow-up filings within the next few weeks could show any subsequent disposition or sales subject to trading plans.

Helios Technologies (HLIO) — il direttore Douglas Britt ha ricevuto 914 unità di azioni ristrette che si sono maturate il 10/04/2025, comportando l’acquisizione di 914 azioni senza alcun costo in contanti. La comunicazione riporta un prezzo di transazione di $52.77, che sembra essere il prezzo di mercato riferito, e mostra che la proprietà beneficiaria totale di signor Britt è salita a 26.252 azioni.

Il Form 4 è stato depositato da un procuratore e indica che le assegnazioni sono standard restricted stock units che si convertono in azioni comuni al vesting senza scadenza. Non restano titoli derivati in possesso dopo questa operazione.

Helios Technologies (HLIO) — el director Douglas Britt recibió 914 unidades de acciones restringidas que se consolidaron el 10/04/2025, lo que dio lugar a la adquisición de 914 acciones sin costo en efectivo. El expediente reporta un precio de transacción de $52.77, que parece ser el precio de mercado informado para referencia, y muestra que la propiedad total beneficiosa del Sr. Britt ascendió a 26,252 acciones.

El Formulario 4 fue presentado por un apoderado e indica que las adjudicaciones son estándar de restricted stock units que se convierten en acciones comunes al vesting sin fecha de vencimiento. No quedan valores derivados en propiedad tras esta operación.

헬리오스 테크놀로지스(HLIO)의 이사 더글라스 브릿은 2025/10/04에 귀속된 914주의 제한 주식 유닛을 받았고, 이로 인해 현금 비용 없이 914주를 취득했습니다. 공시에는 거래 가격으로 $52.77가 표시되며, 이는 참조를 위한 보고된 시가로 보이고, 브릿 씨의 총 실질소유주식 수가 26,252주로 상승했다고 나와 있습니다.

4 Form은 사실상 대리인에 의해 제출되었으며, 수여된 주식은 만료일이 없는 표준적인 restricted stock units로 vesting 시 일반 주식으로 전환됩니다. 이번 거래 이후 파생증권은 보유하지 않습니다.

Helios Technologies (HLIO) — le directeur Douglas Britt a reçu 914 unités d’actions restreintes qui se sont acquises le 10/04/2025, entraînant l’acquisition de 914 actions sans coût en espèces. Le dépôt indique un prix de transaction de $52.77, qui semble être le prix de marché déclaré à titre de référence, et montre que la propriété bénéficiaire totale du M. Britt s’élève à 26 252 actions.

Le Formulaire 4 a été déposé par un mandataire et indique que les attributions sont des restricted stock units standard qui se convertissent en actions ordinaires à la vesting sans expiration. Aucun titre dérivé n’est détenu après cette opération.

Helios Technologies (HLIO) — Der Direktor Douglas Britt erhielt 914 Restricted-Stock-Einheiten, die am 10/04/2025 vesteten, wodurch der Erwerb von 914 Aktien ohne Barzahlung erfolgte. Der Bericht nennt einen Transaktionspreis von $52.77, der offenbar der genannte Referenzmarktpreis ist, und zeigt, dass der gesamte wirtschaftliche Eigentum von Herrn Britt auf 26.252 Aktien gestiegen ist.

Das Form 4 wurde von einem Bevollmächtigten eingereicht und gibt an, dass es sich um Standard-restricted stock units handelt, die beim Vesting in Stammaktien umgewandelt werden und keine Ablaufzeit haben. Nach dieser Transaktion verbleiben keine derivaten Wertpapiere im Besitz.

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*
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)
10/04/2025
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 10/04/2025 M 914 A $52.77 26,252 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) 10/04/2025 M 914 (1) (1) Common Stock 914 $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 Douglas Britt 10/07/2025
** 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 did HLIO director Douglas Britt report on Form 4?

The Form 4 reports that Douglas Britt acquired 914 shares via vested restricted stock units on 10/04/2025, increasing his beneficial ownership to 26,252 shares.

Was the acquisition a market purchase or RSU settlement for HLIO (HLIO)?

The acquisition was a settlement of RSUs (transaction code M), not an open-market purchase; the RSUs converted to common stock upon vesting.

Did Douglas Britt pay to acquire the 914 shares reported on the Form 4?

No cash was paid for the RSU settlement; the derivative line shows an underlying share price of $0 for the RSU conversion.

What is the reported reference price in the filing?

The non-derivative line reports a price of $52.77, which is the referenced market price associated with the reported transaction line.

Are there any derivative securities remaining after this transaction?

No; the filing shows 0 derivative securities beneficially owned following the reported transactions.
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