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.
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Helios Technologies (HLIO) filed a Form 3 for its CFO, Michael Connaway. The filing states that no securities are beneficially owned. The Form 3 relates to the event date 10/13/2025 and was filed by one reporting person. This is a routine Section 16 initial ownership disclosure and does not detail any non-derivative or derivative holdings.
Diana Sacchi, a director of Helios Technologies, Inc. (HLIO), filed a Form 4 reporting transactions dated 10/04/2025. The filing shows a non-derivative transaction involving 914 shares of common stock at a price of $52.77, and reports 7,543 shares beneficially owned by the reporting person following the reported transaction. The filing also lists 914 restricted stock units (RSUs) mapped to 914 underlying common shares with an indicated price of $0 and 0 RSUs remaining beneficially owned after the transaction. The form is signed by an attorney-in-fact on behalf of the reporting person.
Insider transaction by a director: A Form 4 reports that Laura D. Brown, a director of Helios Technologies, Inc. (HLIO), was issued 862 restricted stock units that convert to common shares upon vesting. The RSUs were recorded with a transaction date of 10/04/2025 at an implicit per-share value of $52.77, and increase her reported beneficial ownership to 15,167 shares. The filing shows the RSUs carry no expiration and convert one-for-one into common stock when vested. The Form 4 was signed by an attorney-in-fact on 10/07/2025. This is a non-derivative issuance of equity-based compensation to an insider rather than an open-market purchase or sale.
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.
Helios Technologies, Inc. reported that President, CEO and CFO Sean Bagan had 771 Restricted Stock Units convert into an equal number of shares of Common Stock on October 1, 2025. In connection with this vesting, 188 shares were withheld by the issuer to satisfy tax withholding obligations. After these transactions, he directly holds 9,824 shares of Common Stock. The RSU award vests in three equal annual installments on each of the first three anniversaries of its grant date, unless earlier 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.
Helios Technologies, Inc. insider Jeremy Scott Evans, Chief Accounting Officer, reported the vesting and conversion of 374 restricted stock units into an equal number of common shares on September 11, 2025. 92 shares were withheld by the issuer to satisfy tax obligations, and he now holds 477 common shares directly.
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.