Welcome to our dedicated page for Helios Technologies SEC filings (Ticker: HLIO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Unpacking the performance of Helios Technologies’ hydraulics and electronics segments often means wading through hundreds of pages of dense regulatory text. If you have ever asked, “Where can I find Helios Technologies’ quarterly earnings report 10-Q filing?” or “How do I track Helios Technologies insider trading Form 4 transactions in real time?”, you know the challenge.
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Sean Bagan, who serves as President, CEO, and CFO of Helios Technologies, Inc. (HLIO), reported stock changes tied to the vesting of restricted stock units. On 10/01/2025 771 RSUs vested and converted into 771 shares of Common Stock; the issuer withheld 188 shares to satisfy tax withholding. After these transactions the filing shows beneficial ownership figures of 10,012 shares following the acquisition entry and 9,824 shares following the withholding entry. The RSUs carry no exercise price and vest in three equal annual installments (33-1/3% each) on the first three anniversaries of the grant date, unless forfeited.
Insider Form 4 for HLIO shows Jeremy Scott Evans, Chief Accounting Officer, received restricted stock unit vesting and withheld shares for taxes. On 09/11/2025 Mr. Evans had 374 RSUs vest that converted into 374 shares of common stock and 92 shares were withheld to satisfy tax withholding, leaving him with 569 shares beneficially owned after the transaction. The RSUs were granted 09/11/2024 and vest 50% on each of the first two anniversaries. The filing was signed by an attorney-in-fact and notes a late filing due to a processing delay.
Jeremy Scott Evans filed an initial Form 3 disclosing beneficial ownership in Helios Technologies, Inc. (HLIO). He directly owns 195 shares of common stock and holds multiple equity awards: stock options to purchase 2,671 and 2,118 shares (with exercise prices of $40.13 and $39.80), performance-based restricted stock units potentially covering up to 836 shares, and several time-based restricted stock unit grants totaling 2,295 RSUs across grant dates in 2024–2025. Vesting and exercise schedules vary: some options vest fully on the third anniversary, performance awards depend on multi-year metrics, and RSUs vest over one-to-three year schedules. The filing includes a remark that the submission was delayed due to obtaining EDGAR Next credentials.
Ian K. Walsh, a director of Helios Technologies, Inc. (HLIO), was granted 697 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting. The RSUs were reported as acquired at a $0 purchase price and are exercisable/vest on 09/18/2026; following the transaction Walsh beneficially owns 697 shares directly. The Form 4 was signed by an attorney-in-fact on 09/19/2025. The filing discloses a routine equity grant to an insider and provides no additional compensation terms or cash consideration beyond the RSU grant.
Diana Sacchi, a director of Helios Technologies, Inc. (HLIO), was awarded 787 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting and carries no exercise price. The RSUs vest on 09/18/2026 and, after the grant, Ms. Sacchi beneficially owns 787 shares on a direct basis related to this award. The filing is a Form 4 statement of changes in beneficial ownership and was signed on behalf of Ms. Sacchi by an attorney-in-fact on 09/19/2025.
Cary Chenanda, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest on 09/18/2026 and have no expiration; the reported acquisition price is $0. After the grant, the reporting person beneficially owns 742 shares (direct). The Form 4 was signed by an attorney-in-fact on 09/19/2025 and reports the transaction as an individual filing by one reporting person.
Laura D. Brown, a director of Helios Technologies, Inc. (HLIO), was granted 1,174 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting; the RSUs vest on 09/18/2026 and carry a $0 purchase price. After the reported grant, Ms. Brown directly beneficially owns 1,174 shares attributable to these RSUs. The Form 4 was signed by an attorney-in-fact on behalf of Ms. Brown on 09/19/2025. The filing is a routine disclosure of an equity award to a director and contains no earnings, debt, or other financial statement data.
Alexander Schuetz, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting and has no expiration. The RSUs were reported as acquired (A) with a reported price of $0, indicating they are awards rather than open-market purchases. The filing shows the 742 underlying shares are held directly after the transaction.
Britt Douglas, a Director of Helios Technologies, Inc. (HLIO), reported an acquisition on 09/18/2025 of 787 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of common stock upon vesting. The RSUs were reported as acquired at a $0 price and are listed as directly beneficially owned by the reporting person following the transaction (787 shares). The RSUs have a stated vesting/exercisable date of 09/18/2026 and no expiration upon vesting. The Form 4 was signed on behalf of Britt Douglas by Marc Greenberg, Attorney-in-Fact, dated 09/19/2025.
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