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Helios Technologies SEC Filings

HLIO NYSE

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.

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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.

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Rhea-AI Summary

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.

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Laura D. Brown, a director of Helios Technologies, Inc. (HLIO), was granted 1,174 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting; the RSUs vest on 09/18/2026 and carry a $0 purchase price. After the reported grant, Ms. Brown directly beneficially owns 1,174 shares attributable to these RSUs. The Form 4 was signed by an attorney-in-fact on behalf of Ms. Brown on 09/19/2025. The filing is a routine disclosure of an equity award to a director and contains no earnings, debt, or other financial statement data.

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Rhea-AI Summary

Laura D. Brown, a director of Helios Technologies, Inc. (HLIO), was granted 1,174 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting; the RSUs vest on 09/18/2026 and carry a $0 purchase price. After the reported grant, Ms. Brown directly beneficially owns 1,174 shares attributable to these RSUs. The Form 4 was signed by an attorney-in-fact on behalf of Ms. Brown on 09/19/2025. The filing is a routine disclosure of an equity award to a director and contains no earnings, debt, or other financial statement data.

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Alexander Schuetz, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting and has no expiration. The RSUs were reported as acquired (A) with a reported price of $0, indicating they are awards rather than open-market purchases. The filing shows the 742 underlying shares are held directly after the transaction.

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Alexander Schuetz, a director of Helios Technologies, Inc. (HLIO), was granted 742 restricted stock units (RSUs) on 09/18/2025. Each RSU converts to one share of common stock upon vesting and has no expiration. The RSUs were reported as acquired (A) with a reported price of $0, indicating they are awards rather than open-market purchases. The filing shows the 742 underlying shares are held directly after the transaction.

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Britt Douglas, a Director of Helios Technologies, Inc. (HLIO), reported an acquisition on 09/18/2025 of 787 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of common stock upon vesting. The RSUs were reported as acquired at a $0 price and are listed as directly beneficially owned by the reporting person following the transaction (787 shares). The RSUs have a stated vesting/exercisable date of 09/18/2026 and no expiration upon vesting. The Form 4 was signed on behalf of Britt Douglas by Marc Greenberg, Attorney-in-Fact, dated 09/19/2025.

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Rhea-AI Summary

Britt Douglas, a Director of Helios Technologies, Inc. (HLIO), reported an acquisition on 09/18/2025 of 787 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of common stock upon vesting. The RSUs were reported as acquired at a $0 price and are listed as directly beneficially owned by the reporting person following the transaction (787 shares). The RSUs have a stated vesting/exercisable date of 09/18/2026 and no expiration upon vesting. The Form 4 was signed on behalf of Britt Douglas by Marc Greenberg, Attorney-in-Fact, dated 09/19/2025.

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Helios Technologies, Inc. declared a cash dividend of $0.09 per share on its common stock. The dividend is payable on October 21, 2025 to shareholders who are on record as of October 7, 2025. This payment provides direct cash returns to investors holding the company’s common shares as of the record date.

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Helios Technologies, Inc. declared a cash dividend of $0.09 per share on its common stock. The dividend is payable on October 21, 2025 to shareholders who are on record as of October 7, 2025. This payment provides direct cash returns to investors holding the company’s common shares as of the record date.

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Matteo Arduini, an officer of Helios Technologies, Inc. (HLIO), reported transactions on Form 4 dated 09/11/2025. The filing shows the reporting person acquired 748 shares of the issuer's common stock at a price of $55.89 per share on 09/11/2025, and following that transaction beneficially owned 15,986 shares in total, held directly. The filing also discloses restricted stock units (RSUs) granted to the reporting person on 09/11/2024 that convert one-for-one into common shares upon vesting, with 50% of the award vesting on each of the first two anniversaries of the grant date. The form is signed by an attorney-in-fact on 09/15/2025.

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Rhea-AI Summary

Matteo Arduini, an officer of Helios Technologies, Inc. (HLIO), reported transactions on Form 4 dated 09/11/2025. The filing shows the reporting person acquired 748 shares of the issuer's common stock at a price of $55.89 per share on 09/11/2025, and following that transaction beneficially owned 15,986 shares in total, held directly. The filing also discloses restricted stock units (RSUs) granted to the reporting person on 09/11/2024 that convert one-for-one into common shares upon vesting, with 50% of the award vesting on each of the first two anniversaries of the grant date. The form is signed by an attorney-in-fact on 09/15/2025.

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Frederick Joseph Martich, President of Hydraulics at Helios Technologies, Inc. (HLIO), reported insider changes on 09/11/2025. He acquired 748 shares of common stock through vesting of restricted stock units (RSUs) at an implied value of $55.89 per share, and 295 shares were disposed of as tax withholding related to that vesting, leaving him with 12,162 shares beneficially owned after the transactions. The Form 4 notes the RSUs were granted 09/11/2024, vesting 50% on each of the first two anniversaries; each RSU converts into one share when vested. The filing is signed by an attorney-in-fact on 09/15/2025.

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Frederick Joseph Martich, President of Hydraulics at Helios Technologies, Inc. (HLIO), reported insider changes on 09/11/2025. He acquired 748 shares of common stock through vesting of restricted stock units (RSUs) at an implied value of $55.89 per share, and 295 shares were disposed of as tax withholding related to that vesting, leaving him with 12,162 shares beneficially owned after the transactions. The Form 4 notes the RSUs were granted 09/11/2024, vesting 50% on each of the first two anniversaries; each RSU converts into one share when vested. The filing is signed by an attorney-in-fact on 09/15/2025.

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Marc A. Greenberg, General Counsel and Secretary of Helios Technologies, reported transactions on 09/11/2025 involving common stock and restricted stock units. The filing shows 748 shares acquired under code M at $55.89 per share and 295 shares withheld by the issuer under code F at the same price to satisfy tax withholding related to RSU vesting. After these transactions the reporting person is shown as beneficially owning 7,799 shares directly and has 58.5 shares allocated under the company 401(k) plan and 166 shares reported as indirect via spouse. The RSUs were granted on 09/11/2024 and vest 50% on each of the first two anniversaries; each RSU converts to one share on vesting.

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Marc A. Greenberg, General Counsel and Secretary of Helios Technologies, reported transactions on 09/11/2025 involving common stock and restricted stock units. The filing shows 748 shares acquired under code M at $55.89 per share and 295 shares withheld by the issuer under code F at the same price to satisfy tax withholding related to RSU vesting. After these transactions the reporting person is shown as beneficially owning 7,799 shares directly and has 58.5 shares allocated under the company 401(k) plan and 166 shares reported as indirect via spouse. The RSUs were granted on 09/11/2024 and vest 50% on each of the first two anniversaries; each RSU converts to one share on vesting.

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Sean Bagan, President, CEO and CFO of Helios Technologies (HLIO), reported vesting of restricted stock units and related withholding on 09/11/2025. The filing shows 748 shares acquired on a vesting (code M) at an equivalent price of $55.89 and 183 shares withheld by the issuer to satisfy tax obligations (code F 183(1)). After the transactions, Mr. Bagan beneficially owned 9,241 shares of common stock. The RSUs were originally granted on 09/11/2024 and vest 50% on each of the first two anniversaries.

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Sean Bagan, President, CEO and CFO of Helios Technologies (HLIO), reported vesting of restricted stock units and related withholding on 09/11/2025. The filing shows 748 shares acquired on a vesting (code M) at an equivalent price of $55.89 and 183 shares withheld by the issuer to satisfy tax obligations (code F 183(1)). After the transactions, Mr. Bagan beneficially owned 9,241 shares of common stock. The RSUs were originally granted on 09/11/2024 and vest 50% on each of the first two anniversaries.

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FAQ

How many Helios Technologies (HLIO) SEC filings are available on StockTitan?

StockTitan tracks 105 SEC filings for Helios Technologies (HLIO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Helios Technologies (HLIO)?

The most recent SEC filing for Helios Technologies (HLIO) was filed on September 22, 2025.