Billy Vern Aldridge - 03 Jan 2026 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Signature
/s/ Marc Greenberg, Attorney-in-fact for Billy Vern Aldridge
Issuer symbol
HLIO
Transactions as of
03 Jan 2026
Net transactions value
+$41,306
Form type
4
Filing time
06 Jan 2026, 21:22:53 UTC
Previous filing
08 Apr 2025
Next filing
08 Jan 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Aldridge Billy Vern President, Electronics C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA /s/ Marc Greenberg, Attorney-in-fact for Billy Vern Aldridge 06 Jan 2026 0002063956

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HLIO Common Stock Options Exercise $29,598 +541 +1643% $54.71 574 03 Jan 2026 Direct F1
transaction HLIO Common Stock Tax liability $10,121 -185 -32% $54.71 389 03 Jan 2026 Direct F2
transaction HLIO Common Stock Options Exercise $33,154 +606 +156% $54.71 995 03 Jan 2026 Direct
transaction HLIO Common Stock Tax liability $11,325 -207 -21% $54.71 788 03 Jan 2026 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HLIO Restricted Stock Units Options Exercise $0 -541 -50% $0.000000 542 03 Jan 2026 Common Stock 541 $0.000000 Direct F3, F4
transaction HLIO Restricted Stock Units Options Exercise $0 -606 -33% $0.000000 1,214 03 Jan 2026 Common Stock 606 $0.000000 Direct F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025.
F2 No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.
F3 Each RSU represents the right to receive, following vesting, one share of Common Stock.
F4 Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.