Sean Bagan - 05 Mar 2026 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Role: President and CEO, Director
Signature: /s/ Marc Greenberg, Attorney-in-fact for Sean Bagan
Issuer symbol: HLIO
Transactions as of: 05 Mar 2026
Net transactions value: $0
Form type: 4
Filing time: 09 Mar 2026, 16:02:00 UTC
Previous filing: 06 Jan 2026
SEC: View on sec.gov

Reporting Owners (1)

Name	Relationship	Address	Signature	Signature date	CIK
Bagan Sean	President and CEO, Director	C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA	/s/ Marc Greenberg, Attorney-in-fact for Sean Bagan	09 Mar 2026	0001988429

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	HLIO	Common Stock	Award		+3,698	+23%	$67.61^*	19,632	05 Mar 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	Award		+18,770		$0.000000^*	18,770	05 Mar 2026	Common Stock	18,770	$0.000000	Direct	F2
transaction	HLIO	Performance Stock Options (right to buy)	Award		+38,846		$0.000000^*	38,846	05 Mar 2026	Common Stock	38,846	$67.61	Direct	F3

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	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.
F2	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.
F3	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.