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 insider Marc A. Greenberg, the company’s General Counsel and Secretary, reported restricted stock unit activity and related share withholding. On January 6, 2026, 969 restricted stock units converted into 969 shares of common stock, consistent with the RSU terms. To cover tax withholding on this vesting, the issuer withheld 381 shares rather than selling them in the market. Following these transactions, Greenberg held 10,074 shares of common stock directly, along with 58.5 shares indirectly through the Helios Technologies Inc. 401(k) Retirement Plan and 166 shares indirectly held by his spouse, over which he disclaims beneficial ownership except for any pecuniary interest.
Helios Technologies executive Frederick Joseph Martich, President of Hydraulics, MCT, reported routine equity compensation activity. On January 6, 2026, 515 Restricted Stock Units (RSUs) converted into the same number of shares of Common Stock at a transaction price of $59.46 per share, increasing his directly held common shares to 13,959.
On the same date, 230 shares of Common Stock at $59.46 were withheld by Helios Technologies to cover tax obligations tied to the RSU vesting, as noted in the footnote that no shares were sold in the market. After this tax withholding, Martich directly beneficially owned 13,729 shares of Common Stock.
Helios Technologies executive reports RSU conversion into common stock. On 01/06/2026, Matteo Arduini, President of Hydraulics, FCT at Helios Technologies, exercised 1,028 restricted stock units, converting them into 1,028 shares of common stock at an underlying price of $59.46 per share. After this transaction, he directly beneficially owned 18,317 shares of Helios Technologies common stock. Each RSU represents the right to receive one share of common stock after vesting, and, unless earlier forfeited, one‑third of the RSU awards vest and convert into common stock on each anniversary of the grant date.
Helios Technologies, Inc. officer Billy Vern Aldridge, President of the Electronics segment, reported equity transactions involving company stock. On 01/03/2026, restricted stock units (RSUs) converted into shares of common stock, and a portion of the resulting shares was withheld by the company to cover tax obligations related to the vesting. The filing notes that these withheld shares were not market sales, but shares retained by the issuer for tax withholding. Following the transactions, Aldridge continues to hold common stock directly and remains an officer of Helios Technologies.
Helios Technologies insider share activity: A company officer, serving as President of Hydraulics, FCT, reported acquiring common stock of Helios Technologies, Inc. through the vesting and conversion of restricted stock units on 01/03/2026. Two transactions coded "M" show a total of 3,303 shares of common stock acquired at a reference price of $54.71 per share. Following these transactions, the officer beneficially owns 17,289 shares of Helios Technologies common stock directly. The filing notes that each RSU converts into one share of common stock upon vesting, with one-third of the awards vesting on each anniversary of the grant date unless forfeited.
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.
Helios Technologies, Inc.’s President and CEO reported routine equity transactions tied to restricted stock units (RSUs). On 01/03/2026, RSUs converted into 2,406 and 5,904 shares of common stock at a reference price of $54.71 per share. To cover tax withholding on these vestings, the issuer withheld 586 and 1,614 shares, so no shares were sold into the market.
After these transactions, the reporting person directly owned 15,934 shares of common stock and held 11,810 RSU-based derivative securities. Each RSU represents the right to receive one share of common stock after vesting, with 33-1/3% of the awards scheduled to vest and convert into stock on each anniversary of the grant date unless forfeited earlier.
Helios Technologies reported an insider equity transaction by its Chief Financial Officer, Jeremy Scott Evans. On 01/03/2026, 330 restricted stock units (RSUs) converted into shares of common stock at a price of $54.71 per share. To cover tax withholding related to this vesting, 98 shares were withheld by the issuer, and no shares were sold on the open market.
Following these transactions, Evans beneficially owns 709 shares of Helios Technologies common stock directly. He also holds 660 RSUs, each representing the right to receive one share of common stock after vesting. Under the RSU terms, 33-1/3% of the awards vest and convert into common stock on each anniversary of the grant date, unless forfeited earlier.
Helios Technologies insider Marc Greenberg, General Counsel and Secretary, reported equity transactions involving company stock. On 01/03/2026, restricted stock units (RSUs) for 1,719 and 1,842 shares converted into common stock, and the same amounts of RSUs were exercised at an exercise price of $0. To cover tax withholding on these vestings, the issuer withheld 756 and 823 shares, with no open-market sales by the insider.
Following these transactions, Greenberg directly beneficially owned 9,486 shares of Helios Technologies common stock, plus 58.5 shares held through the Helios Technologies Inc. 401(k) Retirement Plan and 166 shares held by his spouse. After the RSU conversions, he also held 3,686 RSUs, each representing the right to receive one share of common stock, with one-third of the awards scheduled to vest on each anniversary of the grant date unless earlier forfeited.
Helios Technologies, Inc. reported an insider equity award for a company director. On 12/17/2025, the reporting person, serving as a Director, was granted 799 restricted stock units (RSUs) under Table II of the filing.
Each RSU represents the right to receive one share of Helios Technologies common stock after the units vest. The RSUs become exercisable on 12/17/2026, with no expiration once vested. Following this transaction, the reporting person beneficially owns 799 derivative securities, held directly.
Helios Technologies, Inc. reported an equity award to one of its directors. On December 17, 2025, the director received 1,192 restricted stock units (RSUs), each representing the right to receive one share of Helios common stock after vesting. The RSUs were reported with an exercise price of $0, meaning no cash payment is required when they convert into shares.
The RSUs are scheduled to vest on December 17, 2026, and upon vesting they convert into common stock without any expiration date. Following this grant, the director beneficially owns 1,192 derivative securities directly in the form of these RSUs.
Helios Technologies director reports grant of restricted stock units
A director of Helios Technologies, Inc. (HLIO) reported receiving 799 restricted stock units (RSUs) on December 17, 2025. Each RSU represents the right to receive one share of Helios common stock after it vests. The RSUs are scheduled to vest on December 17, 2026, and there is no expiration after vesting. Following this grant, the reporting person beneficially owns 799 RSUs, held as a direct ownership interest.
Helios Technologies, Inc. reported an equity award to one of its directors. On 12/17/2025, the reporting person received 754 restricted stock units (RSUs), each representing the right to receive one share of Helios common stock after vesting. The RSUs were granted at a price of $0 and are scheduled to vest on 12/17/2026, at which point there is no expiration date on the underlying shares. Following this grant, the director beneficially owns 754 derivative securities directly in the form of RSUs tied to Helios common stock.
Helios Technologies, Inc. reported an insider equity award for a board member. On 12/17/2025, the reporting person, a director of the company, received 754 restricted stock units (RSUs) under Table II of the filing. Each RSU represents the right to receive one share of Helios Technologies common stock after the units vest.
The RSUs have a vesting date of 12/17/2026 and an exercise price of $0, meaning no cash payment is required by the holder at vesting. Following this grant, the director beneficially owns 754 derivative securities directly, all representing potential future shares of common stock once the vesting condition is met.
Helios Technologies reported an equity award to director Ian Walsh. On 12/17/2025, he was granted 708 restricted stock units (RSUs), each representing the right to receive one share of Helios common stock after vesting.
The RSUs become exercisable on 12/17/2026. Following this grant, Walsh beneficially owns 708 RSUs directly. There is no exercise price for these units, and once they vest and convert into common stock, they do not have an expiration date.
Helios Technologies director reports RSU-based share acquisition
A Helios Technologies, Inc. director reported acquiring common stock through the vesting of restricted stock units. On 12/05/2025, 834 RSUs were converted into 834 shares of Helios common stock at a reported price of $54.19 per share. Following this transaction, the director beneficially owned 7,757 shares of common stock in direct form. The RSUs functioned on a one-for-one basis, with each unit representing the right to receive one share of common stock upon vesting, and, once vested, they did not carry an expiration date.
Helios Technologies director reports RSU-based stock acquisition
A director of Helios Technologies, Inc. (HLIO) reported a stock transaction involving restricted stock units (RSUs). On 12/05/2025, 834 RSUs converted into 834 shares of common stock, shown with transaction code "M," which indicates an equity award-related transaction. The common stock is listed at a price of $54.19 per share for this event. After this conversion, the director directly beneficially owns 27,086 shares of Helios Technologies common stock. The RSU table shows that the related RSU balance decreased to 0 derivative securities, reflecting the settlement into common shares.
Helios Technologies director reports RSU conversion to common stock. On 12/05/2025, director Laura D. Brown reported acquiring 882 shares of Helios Technologies common stock through the exercise of restricted stock units at a reported price of $54.19 per share, coded as an “M” transaction. The filing shows that, after this transaction, she directly owned 16,049 shares of common stock.
In a related entry, 882 restricted stock units were reported as converted into 882 shares of common stock at an exercise price of $0, leaving no remaining RSUs from this grant. Each RSU entitled the holder to receive one share of common stock upon vesting, with no separate expiration once vested.
Helios Technologies director reports RSU-related stock acquisition
A director of Helios Technologies, Inc. (HLIO) reported an automatic share acquisition related to restricted stock units (RSUs). On 12/05/2025, 738 shares of common stock were acquired at a price of $54.19 per share through a transaction coded "M," which typically reflects the conversion of a derivative security such as an RSU into common stock. After this transaction, the director beneficially owned 14,639 shares of Helios Technologies common stock in direct ownership.
The related derivative position, identified as restricted stock units, decreased by 738 units to 0 derivative securities beneficially owned, as those RSUs were settled into common shares. Each RSU represented the right to receive one share of common stock upon vesting, with no expiration once vested.
Helios Technologies, Inc. director reports routine stock activity. A company director, identified in the signature as Alexander Schuetz, reported transactions in Helios Technologies, Inc. common stock on 12/05/2025. The filing shows 786 shares acquired as common stock at $54.19 per share in a transaction coded "M," which reflects settlement of restricted stock units (RSUs) into shares. On the same date, 236 shares of common stock were disposed of at $54.19 per share in a transaction coded "F." After these transactions, the director beneficially owned 16,277 shares of Helios Technologies common stock in direct ownership form. The footnote explains that each RSU represents the right to receive, after vesting, one share of common stock, with no expiration upon vesting.
Helios Technologies, Inc. reported an insider stock transaction by an officer. Matteo Arduini, identified as President of Hydraulics, FCT, sold 2,000 shares of Helios Technologies common stock on 12/05/2025 at a price of $54.61 per share in an open market sale coded "S." After this transaction, he beneficially owns 13,986 shares of the company’s common stock, held directly.
Helios Technologies (HLIO) reported an insider transaction on Form 4. Director Diana Sacchi sold 620 shares of common stock on 11/05/2025 at $58.355 per share (Code S). After the sale, she beneficially owns 6,923 shares, held directly.
The filing notes it was reported late due to an administrative oversight.
Helios Technologies (HLIO) reported that CFO Michael Connaway acquired 6,500 restricted stock units (RSUs) on 10/27/2025, as disclosed on Form 4. Each RSU represents the right to receive one share of common stock after vesting. The award vests 50% on each of the first two anniversaries of the grant date. Following the transaction, 6,500 derivative securities were beneficially owned on a direct basis at a stated price of $0 for the RSUs.