Sean Bagan - 03 Jan 2026 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Signature
/s/ Marc Greenberg, Attorney-in-fact for Sean Bagan
Issuer symbol
HLIO
Transactions as of
03 Jan 2026
Net transactions value
+$334,278
Form type
4
Filing time
06 Jan 2026, 21:16:04 UTC
Previous filing
03 Oct 2025
Next filing
09 Mar 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Bagan Sean President and CEO C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA /s/ Marc Greenberg, Attorney-in-fact for Sean Bagan 06 Jan 2026 0001988429

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HLIO Common Stock Options Exercise $131,632 +2,406 +24% $54.71 12,230 03 Jan 2026 Direct
transaction HLIO Common Stock Tax liability $32,060 -586 -4.8% $54.71 11,644 03 Jan 2026 Direct F1
transaction HLIO Common Stock Options Exercise $323,008 +5,904 +51% $54.71 17,548 03 Jan 2026 Direct
transaction HLIO Common Stock Tax liability $88,302 -1,614 -9.2% $54.71 15,934 03 Jan 2026 Direct F1

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 -2,406 -50% $0.000000 2,406 03 Jan 2026 Common Stock 2,406 $0.000000 Direct F2, F3
transaction HLIO Common Stock Options Exercise $0 -5,904 -33% $0.000000 11,810 03 Jan 2026 Common Stock 5,904 Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 Each RSU represents the right to receive, following vesting, one share of Common Stock.
F3 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.