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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on HELIOS TECHNOLOGIES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into HELIOS TECHNOLOGIES's regulatory disclosures and financial reporting.
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.
Helios Technologies, Inc. reported an insider stock transaction by an officer. Matteo Arduini, identified as President of Hydraulics, FCT, sold 2,000 shares of Helios Technologies common stock on 12/05/2025 at a price of $54.61 per share in an open market sale coded "S." After this transaction, he beneficially owns 13,986 shares of the company’s common stock, held directly.
Helios Technologies, Inc. reported that on November 16, 2025, Executive Vice President and Chief Financial Officer Michael Connaway was separated from the company and Jeremy Evans was promoted to Executive Vice President and Chief Financial Officer. Under an existing Severance Agreement, Mr. Connaway will receive continuation of his annual base salary for twelve months, a prorated payment of his current-year target short-term incentive award, and company-paid medical, dental, life, disability and hospitalization benefits for twelve months, subject to signing a general release with restrictive covenants. In connection with his appointment, Mr. Evans’ annual base salary is set at $425,000, with a short-term incentive target of 60% of salary and a long-term incentive target of 120% of salary. The company notes that Mr. Evans, age 50, brings 25 years of operational and financial leadership experience, including senior roles at TD SYNNEX Corporation.
Helios Technologies (HLIO) reported an insider transaction on Form 4. Director Diana Sacchi sold 620 shares of common stock on 11/05/2025 at $58.355 per share (Code S). After the sale, she beneficially owns 6,923 shares, held directly.
The filing notes it was reported late due to an administrative oversight.
Helios Technologies (HLIO) received a Form 144 notice indicating a proposed sale of up to 620 shares of common stock. The filer plans to sell through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 11/05/2025 and an aggregate market value of $36,180.10.
The shares were acquired on 09/23/2023 via restricted stock vesting under a registered plan, with consideration labeled as services rendered. This filing is a notice of intent by a selling holder and does not involve the company issuing new shares.
Helios Technologies (HLIO) reported Q3 FY2025 results. Net sales were $220.3 million, up from $194.5 million, with gross profit of $73.0 million. The quarter included a non‑cash goodwill impairment of $25.9 million in the Electronics segment tied to i3 Product Development, reducing operating income to $1.3 million from $22.2 million a year ago.
Bottom line mixed by divestiture gain. Other non‑operating income included an $18.8 million pre‑tax gain related to the sale of Custom Fluidpower in Australia, contributing to net income of $10.3 million ($0.31 per diluted share) versus $11.4 million ($0.34) last year. Year‑to‑date, net income was $28.9 million on $628.2 million of sales.
Balance sheet and cash flow. Cash from operations reached $81.3 million for the nine months. Long‑term non‑revolving debt, net, was $261.8 million, with $138.8 million drawn on the revolving line and $360.3 million of available credit. The company repurchased 250,000 shares for $9.2 million and ended the quarter with shareholders’ equity of $917.9 million.
Helios Technologies (HLIO) filed an 8-K noting it issued a press release announcing financial results for the third fiscal quarter of 2025. The press release is dated November 3, 2025 and is furnished as Exhibit 99.1 under Item 2.02.
Helios Technologies (HLIO) reported that CFO Michael Connaway acquired 6,500 restricted stock units (RSUs) on 10/27/2025, as disclosed on Form 4. Each RSU represents the right to receive one share of common stock after vesting. The award vests 50% on each of the first two anniversaries of the grant date. Following the transaction, 6,500 derivative securities were beneficially owned on a direct basis at a stated price of $0 for the RSUs.