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.
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.