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$HLIO All transactions

HELIOS TECHNOLOGIES, INC.

A

$ Value

$0

Shares

18,770

Price

$0

Filed

Mar 9

Insider

Name

Bagan Sean

Title

President and CEO

CIK

0001988429

Roles

Director Officer

Transaction Details

Transaction Date

2026-03-05

Code

A

Table

Derivative

Ownership

Direct

Equity Swap

No

Shares After

18,770

Footnotes

The restricted stock units granted to the reporting person on March 5, 2026, were approved by the Company's Compensation Committee as a one-time special equity award. The award vested immediately upon grant on March 5, 2026, and was settled in shares of the Company's Common Stock on a one-for-one basis on the same date, subject to the reporting person's continued employment through the vesting date. | Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029. | The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.

Filing Info

Accession No.

0001193125-26-098448

Form Type

4

Issuer CIK

0001024795

Bagan Sean's History

Date Ticker Type Value
2026-03-05 HLIO A $250K
2026-03-05 HLIO A $0
2026-03-05 HLIO A $0
2026-01-03 HLIO M $132K
2026-01-03 HLIO F $32K
2026-01-03 HLIO M $323K
2026-01-03 HLIO F $88K
2026-01-03 HLIO M $0
2026-01-03 HLIO M $0
2025-10-01 HLIO M $40K

Other Insiders at HLIO (90d)

Insider Bought Sold Last
Britt Douglas 2026-03-19
Brown Laura D 2026-03-19
Schuetz Alexander 2026-03-19
Sacchi Diana 2026-03-19
Walsh Ian K. 2026-03-19
Arduini Matteo
President of Hydraulics, FCT
2026-03-05
Chenanda Cary 2026-03-19
Greenberg Marc A
General Counsel and Secretary
2026-03-05
Martich Frederick Joseph
Pres. of Hydraulics, MCT
2026-03-05
Bagan Sean
President and CEO
2026-03-05
Aldridge Billy Vern
President, Electronics
2026-03-05
Evans Jeremy Scott
Chief Financial Officer
2026-04-01