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 insider Cary Chenanda acquired 810 shares through the vesting of restricted stock units that convert into common stock at vesting. The reported transaction shows 810 RSUs were treated as an acquisition at an implied price of $52.77 per share, increasing the reporting person’s direct beneficial ownership to 13,901 shares. The RSUs convert one-for-one into common shares when they vest and carry no expiration once vested. The Form 4 reports the transaction was executed under a standard equity compensation arrangement for a director and was disclosed on the required SEC reporting form.
Helios Technologies (HLIO) director Douglas Britt received 914 restricted stock units that vested on 10/04/2025, resulting in the acquisition of 914 shares at no cash cost. The filing reports a transaction price of $52.77, which appears to be the reported market price for reference, and shows Mr. Britt's total beneficial ownership rising to 26,252 shares.
The Form 4 was filed by an attorney-in-fact and indicates the awards are standard restricted stock units that convert to common shares upon vesting with no expiration. No derivative securities remain owned following this transaction.
Insider transaction summary for HELIOS TECHNOLOGIES, INC. (HLIO)
Director Alexander Schuetz had 862 restricted stock units vest on 10/04/2025, which converted into 862 shares of common stock. To satisfy tax withholding, 259 shares were withheld rather than sold on the open market, leaving the reporting person with 15,727 shares beneficially owned after the transactions. The reported per-share price used for the withholding calculation was $52.77. The Form 4 was signed by an attorney-in-fact on 10/07/2025.
Sean Bagan, who serves as President, CEO, and CFO of Helios Technologies, Inc. (HLIO), reported stock changes tied to the vesting of restricted stock units. On 10/01/2025 771 RSUs vested and converted into 771 shares of Common Stock; the issuer withheld 188 shares to satisfy tax withholding. After these transactions the filing shows beneficial ownership figures of 10,012 shares following the acquisition entry and 9,824 shares following the withholding entry. The RSUs carry no exercise price and vest in three equal annual installments (33-1/3% each) on the first three anniversaries of the grant date, unless forfeited.
Helios Technologies, Inc. reported that on September 27, 2025 it completed the previously announced divestiture of its Custom Fluid Power business to Questas Group under a Share Sell Deed dated August 1, 2025. This move removes the CFP business from Helios’s portfolio and converts it into cash proceeds.
The Company states that it intends to use the proceeds in line with its existing capital allocation priorities, which include repaying debt, making disciplined organic investments back into the business, and returning capital to shareholders. A press release dated September 29, 2025 with further details is referenced as an exhibit to the report.
Insider Form 4 for HLIO shows Jeremy Scott Evans, Chief Accounting Officer, received restricted stock unit vesting and withheld shares for taxes. On 09/11/2025 Mr. Evans had 374 RSUs vest that converted into 374 shares of common stock and 92 shares were withheld to satisfy tax withholding, leaving him with 569 shares beneficially owned after the transaction. The RSUs were granted 09/11/2024 and vest 50% on each of the first two anniversaries. The filing was signed by an attorney-in-fact and notes a late filing due to a processing delay.
Insider Form 4 for HLIO shows Jeremy Scott Evans, Chief Accounting Officer, received restricted stock unit vesting and withheld shares for taxes. On 09/11/2025 Mr. Evans had 374 RSUs vest that converted into 374 shares of common stock and 92 shares were withheld to satisfy tax withholding, leaving him with 569 shares beneficially owned after the transaction. The RSUs were granted 09/11/2024 and vest 50% on each of the first two anniversaries. The filing was signed by an attorney-in-fact and notes a late filing due to a processing delay.
Jeremy Scott Evans filed an initial Form 3 disclosing beneficial ownership in Helios Technologies, Inc. (HLIO). He directly owns 195 shares of common stock and holds multiple equity awards: stock options to purchase 2,671 and 2,118 shares (with exercise prices of $40.13 and $39.80), performance-based restricted stock units potentially covering up to 836 shares, and several time-based restricted stock unit grants totaling 2,295 RSUs across grant dates in 2024–2025. Vesting and exercise schedules vary: some options vest fully on the third anniversary, performance awards depend on multi-year metrics, and RSUs vest over one-to-three year schedules. The filing includes a remark that the submission was delayed due to obtaining EDGAR Next credentials.
Jeremy Scott Evans filed an initial Form 3 disclosing beneficial ownership in Helios Technologies, Inc. (HLIO). He directly owns 195 shares of common stock and holds multiple equity awards: stock options to purchase 2,671 and 2,118 shares (with exercise prices of $40.13 and $39.80), performance-based restricted stock units potentially covering up to 836 shares, and several time-based restricted stock unit grants totaling 2,295 RSUs across grant dates in 2024–2025. Vesting and exercise schedules vary: some options vest fully on the third anniversary, performance awards depend on multi-year metrics, and RSUs vest over one-to-three year schedules. The filing includes a remark that the submission was delayed due to obtaining EDGAR Next credentials.
Ian K. Walsh, a director of Helios Technologies, Inc. (HLIO), was granted 697 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting. The RSUs were reported as acquired at a $0 purchase price and are exercisable/vest on 09/18/2026; following the transaction Walsh beneficially owns 697 shares directly. The Form 4 was signed by an attorney-in-fact on 09/19/2025. The filing discloses a routine equity grant to an insider and provides no additional compensation terms or cash consideration beyond the RSU grant.
Ian K. Walsh, a director of Helios Technologies, Inc. (HLIO), was granted 697 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting. The RSUs were reported as acquired at a $0 purchase price and are exercisable/vest on 09/18/2026; following the transaction Walsh beneficially owns 697 shares directly. The Form 4 was signed by an attorney-in-fact on 09/19/2025. The filing discloses a routine equity grant to an insider and provides no additional compensation terms or cash consideration beyond the RSU grant.
Diana Sacchi, a director of Helios Technologies, Inc. (HLIO), was awarded 787 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting and carries no exercise price. The RSUs vest on 09/18/2026 and, after the grant, Ms. Sacchi beneficially owns 787 shares on a direct basis related to this award. The filing is a Form 4 statement of changes in beneficial ownership and was signed on behalf of Ms. Sacchi by an attorney-in-fact on 09/19/2025.
Diana Sacchi, a director of Helios Technologies, Inc. (HLIO), was awarded 787 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting and carries no exercise price. The RSUs vest on 09/18/2026 and, after the grant, Ms. Sacchi beneficially owns 787 shares on a direct basis related to this award. The filing is a Form 4 statement of changes in beneficial ownership and was signed on behalf of Ms. Sacchi by an attorney-in-fact on 09/19/2025.
Cary Chenanda, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest on 09/18/2026 and have no expiration; the reported acquisition price is $0. After the grant, the reporting person beneficially owns 742 shares (direct). The Form 4 was signed by an attorney-in-fact on 09/19/2025 and reports the transaction as an individual filing by one reporting person.
Cary Chenanda, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU represents the right to receive one share of common stock upon vesting. The RSUs vest on 09/18/2026 and have no expiration; the reported acquisition price is $0. After the grant, the reporting person beneficially owns 742 shares (direct). The Form 4 was signed by an attorney-in-fact on 09/19/2025 and reports the transaction as an individual filing by one reporting person.