Jeremy Scott Evans - 01 Sep 2025 Form 3 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Signature
/s/ Marc Greenberg, Attorney-in-Fact for Jeremy Scott Evans
Issuer symbol
HLIO
Transactions as of
01 Sep 2025
Net transactions value
$0
Form type
3
Filing time
23 Sep 2025, 17:46:21 UTC
Next filing
23 Sep 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Evans Jeremy Scott Chief Accounting Officer C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA /s/ Marc Greenberg, Attorney-in-Fact for Jeremy Scott Evans 23 Sep 2025 0002087711

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding HLIO Common Stock 195 01 Sep 2025 Direct

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
holding HLIO Stock Options (right to buy) 01 Sep 2025 Common Stock 2,671 $40.13 Direct F1
holding HLIO Stock Options (right to buy) 01 Sep 2025 Common Stock 2,118 $39.80 Direct F2
holding HLIO Performance-Based Restricted Stock Units 01 Sep 2025 Common Stock 836 $0.000000 Direct F3
holding HLIO Restricted Stock Units 01 Sep 2025 Common Stock 557 $0.000000 Direct F4, F5
holding HLIO Restricted Stock Units 01 Sep 2025 Common Stock 748 $0.000000 Direct F5, F6
holding HLIO Restricted Stock Units 01 Sep 2025 Common Stock 990 $0.000000 Direct F5, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Stock Options granted to reporting person on September 11, 2024; unless earlier forfeited under the terms of the Options, 100% of the options vest and become exercisable on the third anniversary of the grant date.
F2 The performance stock options granted to the reporting person on February 27, 2025, 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 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.
F3 The performance based restricted stock units granted to the reporting person on April 1, 2024, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs 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 2024 and ending on the last day of the fiscal year of 2027.
F4 Restricted stock units granted to reporting person on April 1, 2024; unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.
F5 Each RSU represents the right to receive, following vesting, one share of Common Stock.
F6 Restricted stock units granted to reporting person on September 11, 2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.
F7 Restricted stock units granted to reporting person on February 17, 2025; unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.

Remarks:

Ex. 24.1 Power of Attorney; The filing was delayed due to delays in obtaining valid filing credentials from EDGAR Next.