Welcome to our dedicated page for Helios Technologies SEC filings (Ticker: HLIO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Helios Technologies filings document an industrial technology company with Hydraulics and Electronics segments, including financial results releases, dividend announcements, investor-day disclosures and material corporate events. Recent Form 8-K filings record operating results, cash dividend declarations, executive appointments, severance arrangements and management presentations tied to the company’s motion control and electronic control businesses.
The company’s proxy materials disclose governance matters, director and shareholder voting items, executive compensation, equity awards and pay-versus-performance information. These filings also describe compensatory plans and leadership changes that affect Helios’ public-company governance and management structure.
HLIO notice of proposed sale: the filer reports proposed dispositions of Common shares related to exercises of options under a registered plan, with sales scheduled for 06/23/2026. The filing lists quantities of 874, 1,153, 1,334 and 1,333 shares reported on 06/22/2026, with cash as the consideration.
Sacchi Diana reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies director Diana Sacchi received a grant of 511 restricted stock units (RSUs) on June 16, 2026 as equity compensation. Each RSU represents one share of common stock that will be delivered after vesting, with no expiration once vested. Following this award, she holds 511 RSUs directly.
Schuetz Alexander reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz received a grant of 482 Restricted Stock Units on June 16, 2026. Each RSU represents one share of Common Stock upon vesting, with 482 shares underlying the award and 482 derivative shares reported as held directly after the grant.
Chenanda Cary reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies director Chenanda Cary received a new equity award. She was granted 482 restricted stock units (RSUs) on June 16, 2026, each representing one share of common stock after vesting. Following this grant, she holds 482 RSUs directly as part of her compensation.
Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 511 Restricted Stock Units on June 16, 2026. Each RSU represents one share of common stock that will be delivered after vesting, bringing his directly held RSU balance reported in this filing to 511 units. The grant was awarded at no cash cost to Britt as part of equity compensation.
Brown Laura D reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Laura D. Brown received a grant of 761 Restricted Stock Units. Each RSU represents one share of common stock that can be delivered after the units vest. This is a compensation-related equity award, not an open-market stock purchase or sale.
HELIOS TECHNOLOGIES, INC. director Ian K. Walsh received a grant of 452 Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of common stock after vesting. Following this compensation grant, Walsh holds 452 RSUs directly, which are scheduled to convert into common shares on 2027-06-16.
Helios Technologies, Inc. declared a quarterly cash dividend of $0.12 per common share, marking its 118th consecutive cash dividend since 1997. This continues the company’s long-standing practice of returning cash to shareholders.
The dividend is payable on July 24, 2026 to stockholders of record as of July 10, 2026. Helios Technologies reports approximately 33.0 million shares of common stock outstanding, highlighting the scale of this recurring cash distribution.
Helios Technologies, Inc. reported results from its 2026 Annual Meeting of Shareholders. Shareholders approved an amendment and restatement of the 2023 Equity Incentive Plan, increasing the shares of common stock available for awards by 1,000,000 shares.
As of the record date, 33,046,358 shares were outstanding, and 29,462,603 shares were represented in person or by proxy, establishing a quorum. Shareholders elected Laura Dempsey Brown, Cariappa Chenanda and Alexander Schuetz as directors with terms expiring at the 2029 Annual Meeting, and Ian Walsh with a term expiring at the 2027 Annual Meeting.
Shareholders also ratified Grant Thornton LLP as independent registered public accounting firm for the year ending January 2, 2027, approved on a non-binding, advisory basis the compensation of named executive officers, and approved the amended and restated 2023 Equity Incentive Plan, all by substantial majorities.
Helios Technologies director Cary Chenanda exercised restricted stock units into common shares. On June 5, 2026, 1,291 RSUs converted into 1,291 shares of Common Stock at a reported price of $81.27 per share.
Following this derivative exercise, Chenanda directly owns 17,036 shares of Helios Technologies common stock. The RSU position related to this grant is now fully settled, with no remaining units shown in this filing.