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 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.
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.