Frederick Joseph Martich - 05 Mar 2026 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Reporting relationship: Pres. of Hydraulics, MCT
Issuer ticker: HLIO
Reported as of: 05 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 09 Mar 2026, 16:03:57 UTC
Prior SEC filing: 08 Jan 2026
Source filing: View source filing
Reporting owner signature: /s/ Marc Greenberg, Attorney-in-fact for Frederick Joseph Martich

Key filing fact

Frederick Joseph Martich filed Form 4 for HELIOS TECHNOLOGIES, INC. (HLIO) on 09 Mar 2026.

Key facts

This page summarizes Frederick Joseph Martich's Form 4 filing for HELIOS TECHNOLOGIES, INC. (HLIO).
2 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 09 Mar 2026, 16:03.

Change

Previous filing in this sequence was filed on 08 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 0001976339 Primary reporting owner

Martich Frederick Joseph

Relationship: Pres. of Hydraulics, MCT
Address: C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E, SARASOTA
Signature: /s/ Marc Greenberg, Attorney-in-fact for Frederick Joseph Martich
Signature date: 09 Mar 2026

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: +2,807
Change %
Price: $0.000000^*
Shares after: 2,807
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,807
Exercise price: $0.000000
Footnotes: F1

HLIO transaction Derivative

Performance Stock Options (right to buy)

Award

Transaction value
Shares: +5,808
Change %
Price: $0.000000^*
Shares after: 5,808
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 5,808
Exercise price: $67.61
Footnotes: F2

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

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 F2

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.