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.
Helios Technologies filings document an industrial technology company with Hydraulics and Electronics segments, including financial results releases, dividend announcements, investor-day disclosures and material corporate events. Recent Form 8-K filings record operating results, cash dividend declarations, executive appointments, severance arrangements and management presentations tied to the company’s motion control and electronic control businesses.
The company’s proxy materials disclose governance matters, director and shareholder voting items, executive compensation, equity awards and pay-versus-performance information. These filings also describe compensatory plans and leadership changes that affect Helios’ public-company governance and management structure.
Helios Technologies, Inc. outlined its long-term CORE 2030 strategy and raised its quarterly dividend. Management targets 2030 sales of $1.6 billion including acquisitions, about double 2025 pro forma sales of roughly $792 million, with adjusted EBITDA margins of at least 25% and adjusted operating margins of 20%.
The company also aims for return on invested capital in the low- to mid-teens and highlighted 2025 progress, including 100 basis points of gross margin expansion, more than $60 million in projected annual value from new business wins, and 11 major new product launches. Over the past two years, Helios paid down approximately $158 million of debt, continued 116 consecutive quarterly dividends and began share repurchases under a $100 million authorization.
The Board approved a 33% increase in the quarterly cash dividend to $0.12 per share, payable on April 27, 2026 to shareholders of record on April 13, 2026. Helios has about 33.1 million common shares outstanding and has paid quarterly dividends for over 29 years.
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.