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. reported that investment firm Wellington Management Group LLP and related entities have disclosed a significant holding in its common stock. The Wellington group reports beneficial ownership of 1,997,527 shares of Helios common stock, representing 6.0% of the outstanding class.
Wellington and its affiliated advisers report no sole voting or dispositive power, with all authority shared across clients and entities, including shared voting power over 1,695,745 shares. The securities are held in the ordinary course of business for advisory clients, and Wellington certifies they are not held to change or influence control of Helios Technologies.
Conestoga Capital Advisors, a Delaware investment adviser, reported a significant ownership position in Helios Technologies, Inc. common stock. As of 12/31/2025, Conestoga beneficially owned 1,662,124 shares, representing 5.02% of Helios Technologies’ outstanding common stock.
Conestoga reported sole power to vote and dispose of 1,552,063 of these shares, with no shared voting or dispositive power. The firm states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Helios Technologies.
Helios Technologies executive Billy Vern Aldridge reported routine equity compensation activity. On January 6, 2026, 388 restricted stock units converted into 388 shares of common stock, reflected as an exercise coded "M". The shares were issued at an exercise price of $0 for the RSUs and a reported price of $59.46 per common share.
To cover taxes on the vesting, 133 shares of common stock were withheld by the company, coded "F". After these transactions, Aldridge directly held 1,042.925 shares of Helios Technologies common stock, which includes 32.925 shares previously acquired through the company’s employee stock purchase plan.
Helios Technologies insider Marc A. Greenberg, the company’s General Counsel and Secretary, reported restricted stock unit activity and related share withholding. On January 6, 2026, 969 restricted stock units converted into 969 shares of common stock, consistent with the RSU terms. To cover tax withholding on this vesting, the issuer withheld 381 shares rather than selling them in the market. Following these transactions, Greenberg held 10,074 shares of common stock directly, along with 58.5 shares indirectly through the Helios Technologies Inc. 401(k) Retirement Plan and 166 shares indirectly held by his spouse, over which he disclaims beneficial ownership except for any pecuniary interest.
Helios Technologies executive Frederick Joseph Martich, President of Hydraulics, MCT, reported routine equity compensation activity. On January 6, 2026, 515 Restricted Stock Units (RSUs) converted into the same number of shares of Common Stock at a transaction price of $59.46 per share, increasing his directly held common shares to 13,959.
On the same date, 230 shares of Common Stock at $59.46 were withheld by Helios Technologies to cover tax obligations tied to the RSU vesting, as noted in the footnote that no shares were sold in the market. After this tax withholding, Martich directly beneficially owned 13,729 shares of Common Stock.
Helios Technologies executive reports RSU conversion into common stock. On 01/06/2026, Matteo Arduini, President of Hydraulics, FCT at Helios Technologies, exercised 1,028 restricted stock units, converting them into 1,028 shares of common stock at an underlying price of $59.46 per share. After this transaction, he directly beneficially owned 18,317 shares of Helios Technologies common stock. Each RSU represents the right to receive one share of common stock after vesting, and, unless earlier forfeited, one‑third of the RSU awards vest and convert into common stock on each anniversary of the grant date.
Helios Technologies, Inc. officer Billy Vern Aldridge, President of the Electronics segment, reported equity transactions involving company stock. On 01/03/2026, restricted stock units (RSUs) converted into shares of common stock, and a portion of the resulting shares was withheld by the company to cover tax obligations related to the vesting. The filing notes that these withheld shares were not market sales, but shares retained by the issuer for tax withholding. Following the transactions, Aldridge continues to hold common stock directly and remains an officer of Helios Technologies.
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.