Billy Vern Aldridge - 06 Jan 2026 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Reporting relationship: President, Electronics
Issuer ticker: HLIO
Reported as of: 06 Jan 2026
Net transaction value: +$15,162
SEC form: 4
Accepted by SEC: 08 Jan 2026, 16:21:27 UTC
Prior SEC filing: 06 Jan 2026
Next SEC filing: 09 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Marc Greenberg, Attorney-in-fact for Billy Vern Aldridge

Key filing fact

Billy Vern Aldridge filed Form 4 for HELIOS TECHNOLOGIES, INC. (HLIO) on 08 Jan 2026.

Key facts

This page summarizes Billy Vern Aldridge's Form 4 filing for HELIOS TECHNOLOGIES, INC. (HLIO).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 08 Jan 2026, 16:21.

Change

Previous filing in this sequence was filed on 06 Jan 2026.
Current net transaction value: +$15,162.

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 0002063956 Primary reporting owner

Aldridge Billy Vern

Relationship: President, Electronics
Address: C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA
Signature: /s/ Marc Greenberg, Attorney-in-fact for Billy Vern Aldridge
Signature date: 08 Jan 2026

Reported non-derivative transactions

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

HLIO transaction

Common Stock

Options Exercise

Transaction value: $23,070
Shares: +388
Change %: +49%
Price: $59.46
Shares after: 1,176
Date: 06 Jan 2026
Ownership: Direct
Footnotes: F1

HLIO transaction

Common Stock

Tax liability

Transaction value: $7,908
Shares: -133
Change %: -11%
Price: $59.46
Shares after: 1,043
Date: 06 Jan 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: $0
Shares: -388
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 06 Jan 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 388
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 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025.

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

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.