Sean Bagan - 11 Sep 2026 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Reporting relationship: President and CEO, Director
Issuer ticker: HLIO
Reported as of: 11 Sep 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 15 Sep 2026, 16:12:40 UTC
Prior SEC filing: 09 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Marc Greenberg, Attorney-in-fact for Sean Bagan

Key filing fact

Sean Bagan filed Form 4 for HELIOS TECHNOLOGIES, INC. (HLIO) on 15 Sep 2026.

Key facts

This page summarizes Sean Bagan's Form 4 filing for HELIOS TECHNOLOGIES, INC. (HLIO).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 15 Sep 2026, 16:12.

Change

Previous filing in this sequence was filed on 09 Mar 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001988429 Primary reporting owner

Bagan Sean

Relationship: President and CEO, Director
Address: C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA
Signature: /s/ Marc Greenberg, Attorney-in-fact for Sean Bagan
Signature date: 15 Sep 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HLIO transaction

Common Stock

Options Exercise

Transaction value
Shares: +747
Change %: +3.7%
Price: $70.66^*
Shares after: 20,754
Date: 11 Sep 2026
Ownership: Direct
Footnotes: F1

HLIO transaction

Common Stock

Tax liability

Transaction value
Shares: -294
Change %: -1.4%
Price: $70.66^*
Shares after: 20,460
Date: 11 Sep 2026
Ownership: Direct
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HLIO transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares: -747
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 11 Sep 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 747
Exercise price: $0.000000
Footnotes: F3, F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Includes 375.0631 shares acquired under the Issuer's Employee Stock Purchase Plan (ESPP) through June 30, 2026, in transactions exempt under Rule 16b-3(c).

Footnote 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.

Footnote F3

Each RSU represents the right to receive, following vesting, one share of Common Stock.

Footnote F4

Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.