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 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.
Helios Technologies reported an equity award to director Ian Walsh. On 12/17/2025, he was granted 708 restricted stock units (RSUs), each representing the right to receive one share of Helios common stock after vesting.
The RSUs become exercisable on 12/17/2026. Following this grant, Walsh beneficially owns 708 RSUs directly. There is no exercise price for these units, and once they vest and convert into common stock, they do not have an expiration date.
Helios Technologies, Inc. reported that its board has approved a cash dividend of $0.09 per share on its common stock. This dividend provides direct cash returns to shareholders who own the company’s common shares as of a specified record date.
The dividend is scheduled to be paid on January 21, 2026 to shareholders of record on January 7, 2026. Investors holding Helios Technologies common stock on the record date will be eligible to receive the $0.09 per-share cash payment on the stated payment date.
Helios Technologies director reports RSU-based share acquisition
A Helios Technologies, Inc. director reported acquiring common stock through the vesting of restricted stock units. On 12/05/2025, 834 RSUs were converted into 834 shares of Helios common stock at a reported price of $54.19 per share. Following this transaction, the director beneficially owned 7,757 shares of common stock in direct form. The RSUs functioned on a one-for-one basis, with each unit representing the right to receive one share of common stock upon vesting, and, once vested, they did not carry an expiration date.
Helios Technologies director reports RSU-based stock acquisition
A director of Helios Technologies, Inc. (HLIO) reported a stock transaction involving restricted stock units (RSUs). On 12/05/2025, 834 RSUs converted into 834 shares of common stock, shown with transaction code "M," which indicates an equity award-related transaction. The common stock is listed at a price of $54.19 per share for this event. After this conversion, the director directly beneficially owns 27,086 shares of Helios Technologies common stock. The RSU table shows that the related RSU balance decreased to 0 derivative securities, reflecting the settlement into common shares.
Helios Technologies director reports RSU conversion to common stock. On 12/05/2025, director Laura D. Brown reported acquiring 882 shares of Helios Technologies common stock through the exercise of restricted stock units at a reported price of $54.19 per share, coded as an “M” transaction. The filing shows that, after this transaction, she directly owned 16,049 shares of common stock.
In a related entry, 882 restricted stock units were reported as converted into 882 shares of common stock at an exercise price of $0, leaving no remaining RSUs from this grant. Each RSU entitled the holder to receive one share of common stock upon vesting, with no separate expiration once vested.
Helios Technologies director reports RSU-related stock acquisition
A director of Helios Technologies, Inc. (HLIO) reported an automatic share acquisition related to restricted stock units (RSUs). On 12/05/2025, 738 shares of common stock were acquired at a price of $54.19 per share through a transaction coded "M," which typically reflects the conversion of a derivative security such as an RSU into common stock. After this transaction, the director beneficially owned 14,639 shares of Helios Technologies common stock in direct ownership.
The related derivative position, identified as restricted stock units, decreased by 738 units to 0 derivative securities beneficially owned, as those RSUs were settled into common shares. Each RSU represented the right to receive one share of common stock upon vesting, with no expiration once vested.
Helios Technologies, Inc. director reports routine stock activity. A company director, identified in the signature as Alexander Schuetz, reported transactions in Helios Technologies, Inc. common stock on 12/05/2025. The filing shows 786 shares acquired as common stock at $54.19 per share in a transaction coded "M," which reflects settlement of restricted stock units (RSUs) into shares. On the same date, 236 shares of common stock were disposed of at $54.19 per share in a transaction coded "F." After these transactions, the director beneficially owned 16,277 shares of Helios Technologies common stock in direct ownership form. The footnote explains that each RSU represents the right to receive, after vesting, one share of common stock, with no expiration upon vesting.
Helios Technologies, Inc. reported a leadership change in its electronics business. The Board of Directors appointed Billy Aldridge as President of the Electronics Segment, effective January 4, 2026. This role oversees the company’s electronics operations, where he has already been serving in senior leadership positions.
Mr. Aldridge has led Helios’ electronics activities since March 2025 as Senior Vice President, Managing Director of Electronics, and previously headed Enovation Controls. His prior experience includes roles at FW Murphy and MerCruiser/Mercury, along with a Lean Six Sigma background. His compensation includes a $300,000 annual base salary, a short-term cash incentive target equal to 60% of base salary, and a long-term equity incentive target equal to 110% of base salary, split between time-based restricted stock units and performance-based equity. He will also enter into Helios’ standard indemnification, continuity, and severance agreements for executive officers.