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Helios Technologies SEC Filings

HLIO NYSE

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.

The Helios Technologies, Inc. (NYSE: HLIO) SEC filings page on Stock Titan provides access to the company’s official U.S. Securities and Exchange Commission disclosures. Helios, a Florida corporation, files current reports on Form 8-K that cover material events such as quarterly financial results, dividend declarations, executive appointments and separations, and strategic transactions.

Recent Form 8-K filings include announcements of quarterly cash dividends on Helios common stock, reflecting the company’s long history of paying a cash dividend every quarter since becoming a public company in 1997. Other 8-Ks report the release of quarterly financial results, where Helios discusses consolidated and segment performance for its Hydraulics and Electronics businesses, along with commentary on regional sales across the Americas, Asia Pacific (APAC), and Europe, the Middle East and Africa (EMEA).

Helios also uses Form 8-K to disclose corporate governance and leadership changes, including the appointment of executive officers such as the President of the Electronics Segment and the Executive Vice President and Chief Financial Officer. These filings describe compensation terms, severance arrangements, and references to standard company agreements for executive officers.

In addition, Helios has filed 8-Ks describing strategic actions such as the divestiture of its Custom Fluidpower (CFP) business to Questas Group and the intended use of proceeds in line with its capital allocation priorities, including debt repayment, organic investment, and return of capital to shareholders. On Stock Titan, these filings are updated from EDGAR and can be paired with AI-powered summaries that highlight key points, helping readers quickly understand the implications of Helios’ 8-K disclosures, quarterly and annual reporting, and other regulatory documents. Investors can also use this page to monitor material events that affect HLIO’s motion control and electronic controls operations and capital structure.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Helios Technologies, Inc. reported that its board has approved a cash dividend of $0.09 per share on its common stock. This dividend provides direct cash returns to shareholders who own the company’s common shares as of a specified record date.

The dividend is scheduled to be paid on January 21, 2026 to shareholders of record on January 7, 2026. Investors holding Helios Technologies common stock on the record date will be eligible to receive the $0.09 per-share cash payment on the stated payment date.

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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.

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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.

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FAQ

What is the current stock price of Helios Technologies (HLIO)?

The current stock price of Helios Technologies (HLIO) is $62.91 as of January 15, 2026.

What is the market cap of Helios Technologies (HLIO)?

The market cap of Helios Technologies (HLIO) is approximately 2.0B.
Helios Technologies

NYSE:HLIO

HLIO Rankings

HLIO Stock Data

2.04B
32.54M
1.74%
98.29%
3.55%
Specialty Industrial Machinery
Miscellaneous Fabricated Metal Products
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United States
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