Every Form 4 that Helios Technologies, Inc. (HLIO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HLIO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HLIO filings page.
Helios Technologies, Inc. President and CEO Sean Bagan reported converting 771 restricted stock units into 771 common shares on October 1, 2026. Each RSU represents the right to receive one share. The derivative record lists a $0.00 conversion price, while the common-stock transaction line reports $68.89 per share. The issuer withheld 304 shares for tax withholding requirements in connection with vesting; the footnote states that no shares were sold.
Diana Sacchi, a director of Helios Technologies (HLIO), was granted 638 restricted stock units on September 25, 2026, held directly. The reported post-transaction position was 638 units. Each RSU represents the right to receive one share of Common Stock following vesting; the footnote states there is no expiration upon vesting.
HELIOS TECHNOLOGIES, INC. (HLIO) director Alexander Schuetz received an award of 601 restricted stock units on September 25, 2026. Each unit represents the right to receive one share of common stock following vesting; the footnote states there is no expiration upon vesting. The reported position after the award was 601 restricted stock units. The transaction is a grant or award acquisition, not a purchase.
Helios Technologies, Inc. director Cary Chenanda acquired 601 restricted stock units on September 25, 2026, held directly. The reported position after the transaction was 601 RSUs. Each RSU represents the right to receive one share of Common Stock following vesting; upon vesting, it has no expiration.
Helios Technologies, Inc. director Douglas Britt acquired 638 restricted stock units on September 25, 2026. The units are held directly, and each represents the right to receive one share of Common Stock following vesting. Britt’s reported resulting position was 638 restricted stock units. The RSU record lists September 25, 2027 as its exercise date.
Helios Technologies, Inc. director Laura D. Brown acquired 951 restricted stock units on September 25, 2026. Her reported post-transaction position was 951 restricted stock units.
Ian K. Walsh, a director of Helios Technologies, Inc. (HLIO), received an award of 565 restricted stock units on September 25, 2026. The reported resulting position was 565 RSUs. Each RSU represents the right to receive one share of common stock following vesting; the footnote states that there is no expiration upon vesting.
HELIOS TECHNOLOGIES, INC. (HLIO) director Cary Chenanda reported the vesting and conversion of 742 Restricted Stock Units into 742 shares of Common Stock on September 18, 2026. The RSUs were disposed of as derivatives and the same number of common shares were acquired, leaving Chenanda with 17,778 common shares held directly. Each RSU entitled the holder to one share of common stock upon vesting, with no expiration after vesting, and no Rule 10b5-1 trading plan is reported for these transactions.
HELIOS TECHNOLOGIES, INC. (HLIO) reported that director Britt Douglas exercised 787 Restricted Stock Units on September 18, 2026, receiving 787 shares of Common Stock at a recorded value of $69.29 per share. Each RSU converts into one share upon vesting, and Douglas now directly holds 30,491 Common shares. No Rule 10b5-1 trading plan is indicated.
HELIOS TECHNOLOGIES, INC. (HLIO) director Ian K. Walsh reported the vesting and settlement of 697 Restricted Stock Units into 697 shares of Common Stock on September 18, 2026. The RSUs were exercised at a reported value of $69.29 per share, leaving no RSUs from this award outstanding and 697 common shares held directly.
The RSUs each represented the right to receive one share of common stock upon vesting, with no expiration after vesting, and no transactions were reported under a Rule 10b5-1 trading plan.
HELIOS TECHNOLOGIES, INC. (HLIO) director Laura D. Brown reported the vesting and settlement of 1,174 Restricted Stock Units into 1,174 shares of Common Stock on September 18, 2026. The RSUs converted at a reported value of $69.29 per share, leaving no RSUs from this grant and resulting in 20,442 shares of Common Stock held directly after the transaction. No Rule 10b5-1 trading plan is reported for these transactions.
HELIOS TECHNOLOGIES, INC. (HLIO) director Diana Sacchi exercised previously granted restricted stock units into common stock on September 18, 2026. A total of 787 RSUs converted into 787 shares of common stock at an exercise-related value of $69.29 per share, increasing her directly held common stock to 11,162 shares. No Rule 10b5-1 trading plan is reported for these transactions.
HELIOS TECHNOLOGIES, INC. (HLIO) reported that director Alexander Schuetz settled 742 Restricted Stock Units into 742 shares of Common Stock on September 18, 2026. The RSUs, each representing one share of Common Stock upon vesting, ceased to exist upon settlement. Of the shares issued, 223 were withheld by the issuer to satisfy tax withholding requirements, leaving the remainder as directly held stock. No Rule 10b5-1 trading plan is reported for these transactions.
HELIOS TECHNOLOGIES, INC. (HLIO) reported that Chief Financial Officer Jeremy Scott Evans had restricted stock units convert into common stock on September 11, 2026. A total of 374 RSUs were exercised into 374 shares of common stock, consistent with each RSU representing one share after vesting.
Of these shares, 92 shares of common stock were withheld by the issuer at a price of $70.66 per share to satisfy tax withholding requirements in connection with the RSU vesting. No Rule 10b5-1 trading plan is reported for these transactions.
HELIOS TECHNOLOGIES, INC. (HLIO) reported that Frederick Joseph Martich, Pres. of Hydraulics, MCT, exercised 747 restricted stock units into 747 shares of Common Stock on September 11, 2026. In a related transaction the issuer withheld 294 of those shares at a price of $70.66 per share to satisfy tax withholding requirements. No Rule 10b5-1 trading plan is reported in connection with these transactions.
HELIOS TECHNOLOGIES, INC. (HLIO) reported an equity compensation event for its General Counsel and Secretary, Marc A. Greenberg. On September 11, 2026, 747 restricted stock units vested and were exercised into 747 shares of common stock at a $0.00 conversion price. Of these shares, 294 were delivered back to the issuer at $70.66 per share to satisfy tax withholding requirements, with no open-market sale. Indirect holdings include 58.5 shares held through the Helios Technologies Inc. 401(k) Retirement Plan and 166 shares held by his spouse, over which he disclaims Section 16 beneficial ownership except to the extent of any pecuniary interest. No Rule 10b5-1 trading plan is reported.
HELIOS TECHNOLOGIES, INC. (HLIO) reported that officer Matteo Arduini, President of Hydraulics, FCT, exercised 747 Restricted Stock Units into 747 shares of Common Stock on September 11, 2026. These RSUs came from a September 11, 2024 grant that vests 50% on each of the first two anniversaries. Following this conversion, Arduini holds 12,064 Common shares directly, and no Rule 10b5-1 trading plan is reported.
HELIOS TECHNOLOGIES, INC. (HLIO) reported that President and CEO Sean Bagan exercised 747 Restricted Stock Units into an equal number of shares of Common Stock on September 11, 2026, at a conversion price of $0.00 per share.
Of these, 294 shares of Common Stock were withheld by the issuer at $70.66 per share to satisfy tax withholding requirements in connection with the RSU vesting; the footnotes state that no shares were sold. A footnote also states that his direct holdings include 375.0631 shares acquired under the Employee Stock Purchase Plan through June 30, 2026. No Rule 10b5-1 trading plan is reported.
Helios Technologies executive Matteo Arduini reported option exercises and share sales in company stock. On June 22–23, 2026, he sold 10,027 shares of common stock in open-market transactions at weighted average prices of about $89.93 and $90.42 per share, with individual trades occurring within stated price ranges.
On the same date, he exercised stock options covering a total of 6,027 shares of common stock at exercise prices of $39.75, $50.60, and $55.03 per share. Following these transactions, Arduini directly holds 11,317 shares of Helios Technologies common stock.
Sacchi Diana reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies director Diana Sacchi received a grant of 511 restricted stock units (RSUs) on June 16, 2026 as equity compensation. Each RSU represents one share of common stock that will be delivered after vesting, with no expiration once vested. Following this award, she holds 511 RSUs directly.
Schuetz Alexander reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz received a grant of 482 Restricted Stock Units on June 16, 2026. Each RSU represents one share of Common Stock upon vesting, with 482 shares underlying the award and 482 derivative shares reported as held directly after the grant.
Chenanda Cary reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies director Chenanda Cary received a new equity award. She was granted 482 restricted stock units (RSUs) on June 16, 2026, each representing one share of common stock after vesting. Following this grant, she holds 482 RSUs directly as part of her compensation.
Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 511 Restricted Stock Units on June 16, 2026. Each RSU represents one share of common stock that will be delivered after vesting, bringing his directly held RSU balance reported in this filing to 511 units. The grant was awarded at no cash cost to Britt as part of equity compensation.
Brown Laura D reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Laura D. Brown received a grant of 761 Restricted Stock Units. Each RSU represents one share of common stock that can be delivered after the units vest. This is a compensation-related equity award, not an open-market stock purchase or sale.
HELIOS TECHNOLOGIES, INC. director Ian K. Walsh received a grant of 452 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of common stock after vesting. Following this compensation grant, Walsh holds 452 RSUs directly, which are scheduled to convert into common shares on 2027-06-16.
Helios Technologies director Cary Chenanda exercised restricted stock units into common shares. On June 5, 2026, 1,291 RSUs converted into 1,291 shares of Common Stock at a reported price of $81.27 per share.
Following this derivative exercise, Chenanda directly owns 17,036 shares of Helios Technologies common stock. The RSU position related to this grant is now fully settled, with no remaining units shown in this filing.
HELIOS TECHNOLOGIES, INC. director Diana Sacchi exercised restricted stock units into common shares. On June 5, 2026, 1,369 restricted stock units converted into 1,369 shares of common stock at a stated price of $81.27 per share, with no sale reported. Following this transaction, she directly holds 10,375 shares of Helios Technologies common stock. The filing describes a compensation-related equity conversion rather than an open-market purchase or sale.
Helios Technologies director Laura D. Brown exercised restricted stock units into common shares. On 2026-06-05, she converted 2,042 restricted stock units into 2,042 shares of common stock. The filing shows she now directly holds 19,268 shares of Helios Technologies common stock after this transaction.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz reported routine equity compensation activity involving restricted stock units. On June 5, 2026, 1,291 restricted stock units converted into the same number of common shares, reflecting a derivative exercise.
Of these shares, 388 common shares were disposed of back to the issuer to cover tax withholding obligations, rather than sold in the open market, leaving a net increase of 903 shares. Following these transactions, Schuetz directly held 18,003 shares of common stock, indicating a small, compensation-driven change in his ownership.
HELIOS TECHNOLOGIES, INC. director Britt Douglas exercised restricted stock units into common shares. On 2026-06-05, 1,369 Restricted Stock Units converted into 1,369 shares of Common Stock, reflecting equity compensation vesting rather than an open-market trade.
Following the transaction, Douglas directly holds 29,704 shares of Common Stock. The RSU award was fully converted, leaving no remaining units from this grant. No shares were reported as sold; the filing shows only the derivative exercise and resulting increase in directly held common shares.
Helios Technologies executive Matteo Arduini sold 3,000 shares of Common Stock in an open-market transaction at $76.48 per share. After this sale, he directly holds 15,317 shares. The transaction reflects a net sale of 3,000 shares and involves no derivative securities.
HELIOS TECHNOLOGIES, INC. Chief Financial Officer Jeremy Scott Evans exercised 278 Restricted Stock Units on April 1, 2026, receiving 278 shares of common stock at a reported price of $68.33 per share. According to the disclosure, 68 of these shares were withheld by the issuer to cover tax obligations tied to the RSU vesting, and no shares were sold in the market. Following these transactions, he holds 919 shares of common stock directly and 279 Restricted Stock Units, each representing the right to receive one share of common stock as they vest. The RSU awards vest in three equal annual installments on each anniversary of the grant date, unless forfeited under the plan’s terms.
HELIOS TECHNOLOGIES, INC. director Ian K. Walsh received a grant of 608 Restricted Stock Units on March 19, 2026 as equity compensation. Each RSU represents one share of common stock that can be delivered after vesting, with no expiration once vested. Following this award, Walsh’s reported RSU holdings from this filing total 608 units, indicating a routine, compensation-related acquisition rather than an open-market purchase or sale.
Helios Technologies, Inc. director Diana Sacchi received a grant of 686 restricted stock units on March 19, 2026 as equity compensation. Each RSU converts into one share of common stock after vesting, and there was no purchase price or share sale involved. Following this award, she holds 686 RSUs directly.
Schuetz Alexander reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz received a grant of 647 Restricted Stock Units as equity compensation. Each RSU represents the right to receive one share of Common Stock after vesting. The award vests on March 19, 2027, and Schuetz will then hold 647 shares from this grant with no expiration once vested.
Chenanda Cary reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies director Chenanda Cary received a grant of 647 Restricted Stock Units (RSUs). The award was made as a compensation-related grant and is reflected as a derivative position. Each RSU represents the right to receive one share of Helios Technologies common stock after the units vest, at which point the shares do not expire.
Brown Laura D reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Laura D. Brown received a grant of 1,023 restricted stock units as equity compensation. Each RSU represents the right to receive one share of common stock after vesting, with no expiration once vested. Following this award, she directly holds 1,023 RSUs linked to an equal number of common shares.
Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 686 Restricted Stock Units on March 19, 2026. Each RSU represents the right to receive one share of common stock after vesting, with vesting scheduled for March 19, 2027. After this compensation grant, Britt’s reported derivative holdings from this award total 686 RSUs.
HELIOS TECHNOLOGIES, INC. director Diana Sacchi exercised restricted stock units into common shares. On March 13, 2026, she converted 1,249 restricted stock units into 1,249 shares of common stock, consistent with each RSU representing one share upon vesting. Following this transaction, she directly holds 9,006 shares of common stock, and no remaining derivative position from these RSUs is shown.
HELIOS TECHNOLOGIES, INC. director Laura D. Brown exercised previously granted restricted stock units that converted into 1,177 shares of Common Stock on March 13, 2026. The units carried no exercise price, and the associated Common Stock entry reflects a price of $64.17 per share for the converted shares. Following this routine equity compensation transaction, Brown directly holds 17,226 shares of Helios common stock.
Helios Technologies director Britt Douglas exercised restricted stock units into common shares. On March 13, 2026, Douglas converted 1,249 RSUs, each representing one share of common stock, into 1,249 shares of Helios common stock, reflecting routine equity compensation vesting. Following this transaction, Douglas directly owns 28,335 common shares.
HELIOS TECHNOLOGIES, INC. director Chenanda Cary exercised previously granted restricted stock units into common shares. On March 13, 2026, 1,106 RSUs converted into 1,106 shares of common stock at a reported value of $64.17 per share. These RSUs represented the right to receive one share each upon vesting with no expiration once vested. Following this derivative exercise, Cary directly holds 15,745 shares of Helios Technologies common stock, indicating an exercise-and-hold transaction rather than an open-market purchase or sale.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz exercised restricted stock units into common shares. He converted 1,177 restricted stock units into 1,177 shares of common stock on March 13, 2026. Of these shares, 354 were withheld to cover tax obligations, leaving him with 17,100 common shares held directly after the transactions.
Helios Technologies reported that Billy Vern Aldridge, President, Electronics, received equity awards on March 5, 2026. He acquired 2,441 Restricted Stock Units, each representing one share of common stock after vesting, with one-third scheduled to vest on each of January 3, 2027, January 3, 2028, and January 3, 2029.
He was also granted 5,051 performance stock options with an exercise term of 10 years from the grant date. The number of options ultimately earned can reach up to 225% of the granted amount, based on pre-established performance metrics measured over a three-year period from the first day of fiscal 2026 through the last day of fiscal 2028, and contingent on continued employment through March 15, 2029.
Arduini Matteo reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies reported that executive Matteo Arduini received equity-based compensation awards. He was granted 3,413 Restricted Stock Units, each representing one share of common stock after vesting. These RSUs vest in three equal installments on January 3 of 2027, 2028, and 2029.
Arduini was also granted 7,063 performance stock options, representing rights to receive options that can scale up to 225% of that amount, depending on pre-approved performance metrics over the fiscal years 2026–2028 and his continuous employment through March 15, 2029. The options expire 10 years from the grant date.
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.
Martich Frederick Joseph reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies executive Frederick Joseph Martich received new equity awards. He was granted 2,807 restricted stock units, each representing one future share of common stock after vesting. These RSUs vest in three equal installments on January 3 of 2027, 2028, and 2029.
He was also granted 5,808 performance stock options, which provide the right to receive up to 225% of that number depending on pre-established performance metrics over a three-year period from the fiscal year 2026 through 2028. The options require continued employment through March 15, 2029 and will expire 10 years from the grant date.
Greenberg Marc A reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies reported that its General Counsel and Secretary, Marc A. Greenberg, received new equity awards. He was granted 3,417 restricted stock units, each representing one future share of common stock, vesting in three equal installments on January 3 of 2027, 2028, and 2029, if not forfeited.
He also received 7,071 performance stock options, with the ultimate number of options eligible upon vesting potentially reaching up to 225% of this amount. Vesting depends on achieving pre-approved performance metrics over the company’s fiscal years 2026–2028 and continued employment through March 15, 2029; the options expire 10 years from the grant date.
Helios Technologies, Inc. President and CEO Sean Bagan reported equity awards on March 5, 2026. He acquired 18,770 restricted stock units, 38,846 performance stock options and 3,698 shares of common stock at a reported price of $67.61 per share, all held directly.
According to the footnotes, the restricted stock units were approved as a one-time special equity award that vested immediately on March 5, 2026 and were settled in an equal number of common shares on the same date, subject to his continued employment through the vesting date. The performance stock options may deliver up to 225% of the granted amount depending on achievement of pre-established performance metrics over a three-year performance period, with a 10-year term from the grant date.
Helios Technologies executive Billy Vern Aldridge reported routine equity compensation activity. On January 6, 2026, 388 restricted stock units converted into 388 shares of common stock, reflected as an exercise coded "M". The shares were issued at an exercise price of $0 for the RSUs and a reported price of $59.46 per common share.
To cover taxes on the vesting, 133 shares of common stock were withheld by the company, coded "F". After these transactions, Aldridge directly held 1,042.925 shares of Helios Technologies common stock, which includes 32.925 shares previously acquired through the company’s employee stock purchase plan.