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 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.