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Chenanda Cary reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies director Chenanda Cary received a grant of 647 Restricted Stock Units (RSUs). The award was made as a compensation-related grant and is reflected as a derivative position. Each RSU represents the right to receive one share of Helios Technologies common stock after the units vest, at which point the shares do not expire.
Brown Laura D reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Laura D. Brown received a grant of 1,023 restricted stock units as equity compensation. Each RSU represents the right to receive one share of common stock after vesting, with no expiration once vested. Following this award, she directly holds 1,023 RSUs linked to an equal number of common shares.
Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 686 Restricted Stock Units on March 19, 2026. Each RSU represents the right to receive one share of common stock after vesting, with vesting scheduled for March 19, 2027. After this compensation grant, Britt’s reported derivative holdings from this award total 686 RSUs.
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.