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

Reporting relationship: President and CEO, Director
Issuer ticker: HLIO
Reported as of: 05 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 09 Mar 2026, 16:02:00 UTC
Prior SEC filing: 06 Jan 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 09 Mar 2026.

Key facts

This page summarizes Sean Bagan's Form 4 filing for HELIOS TECHNOLOGIES, INC. (HLIO).
3 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 09 Mar 2026, 16:02.

Change

Previous filing in this sequence was filed on 06 Jan 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: 09 Mar 2026

Reported non-derivative transactions

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

HLIO transaction

Common Stock

Award

Transaction value
Shares: +3,698
Change %: +23%
Price: $67.61^*
Shares after: 19,632
Date: 05 Mar 2026
Ownership: Direct
Footnotes: F1

Reported derivative securities

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

HLIO transaction Derivative

Restricted Stock Units

Award

Transaction value
Shares: +18,770
Change %
Price: $0.000000^*
Shares after: 18,770
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 18,770
Exercise price: $0.000000
Footnotes: F2

HLIO transaction Derivative

Performance Stock Options (right to buy)

Award

Transaction value
Shares: +38,846
Change %
Price: $0.000000^*
Shares after: 38,846
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 38,846
Exercise price: $67.61
Footnotes: F3

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote 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.

Footnote 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.

Footnote 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.