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.
The Helios Technologies, Inc. (NYSE: HLIO) SEC filings page on Stock Titan provides access to the company’s official U.S. Securities and Exchange Commission disclosures. Helios, a Florida corporation, files current reports on Form 8-K that cover material events such as quarterly financial results, dividend declarations, executive appointments and separations, and strategic transactions.
Recent Form 8-K filings include announcements of quarterly cash dividends on Helios common stock, reflecting the company’s long history of paying a cash dividend every quarter since becoming a public company in 1997. Other 8-Ks report the release of quarterly financial results, where Helios discusses consolidated and segment performance for its Hydraulics and Electronics businesses, along with commentary on regional sales across the Americas, Asia Pacific (APAC), and Europe, the Middle East and Africa (EMEA).
Helios also uses Form 8-K to disclose corporate governance and leadership changes, including the appointment of executive officers such as the President of the Electronics Segment and the Executive Vice President and Chief Financial Officer. These filings describe compensation terms, severance arrangements, and references to standard company agreements for executive officers.
In addition, Helios has filed 8-Ks describing strategic actions such as the divestiture of its Custom Fluidpower (CFP) business to Questas Group and the intended use of proceeds in line with its capital allocation priorities, including debt repayment, organic investment, and return of capital to shareholders. On Stock Titan, these filings are updated from EDGAR and can be paired with AI-powered summaries that highlight key points, helping readers quickly understand the implications of Helios’ 8-K disclosures, quarterly and annual reporting, and other regulatory documents. Investors can also use this page to monitor material events that affect HLIO’s motion control and electronic controls operations and capital structure.
HELIOS TECHNOLOGIES, INC. Chief Financial Officer Jeremy Scott Evans exercised 278 Restricted Stock Units on April 1, 2026, receiving 278 shares of common stock at a reported price of $68.33 per share. According to the disclosure, 68 of these shares were withheld by the issuer to cover tax obligations tied to the RSU vesting, and no shares were sold in the market. Following these transactions, he holds 919 shares of common stock directly and 279 Restricted Stock Units, each representing the right to receive one share of common stock as they vest. The RSU awards vest in three equal annual installments on each anniversary of the grant date, unless forfeited under the plan’s terms.
Helios Technologies Inc ownership disclosure: The Vanguard Group amended its Schedule 13G to report 0 shares of Common Stock, representing 0% beneficial ownership. The filing states Vanguard completed an internal realignment on January 12, 2026, and certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538.
The amendment is a reporting update reflecting disaggregation of prior holdings; it lists no voting or dispositive power for Vanguard in Helios common stock.
HELIOS TECHNOLOGIES, INC. director Ian K. Walsh received a grant of 608 Restricted Stock Units on March 19, 2026 as equity compensation. Each RSU represents one share of common stock that can be delivered after vesting, with no expiration once vested. Following this award, Walsh’s reported RSU holdings from this filing total 608 units, indicating a routine, compensation-related acquisition rather than an open-market purchase or sale.
Helios Technologies, Inc. director Diana Sacchi received a grant of 686 restricted stock units on March 19, 2026 as equity compensation. Each RSU converts into one share of common stock after vesting, and there was no purchase price or share sale involved. Following this award, she holds 686 RSUs directly.
Schuetz Alexander reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Alexander Schuetz received a grant of 647 Restricted Stock Units as equity compensation. Each RSU represents the right to receive one share of Common Stock after vesting. The award vests on March 19, 2027, and Schuetz will then hold 647 shares from this grant with no expiration once vested.
Chenanda Cary reported acquisition or exercise transactions in this Form 4 filing.
Helios Technologies director Chenanda Cary received a grant of 647 Restricted Stock Units (RSUs). The award was made as a compensation-related grant and is reflected as a derivative position. Each RSU represents the right to receive one share of Helios Technologies common stock after the units vest, at which point the shares do not expire.
Brown Laura D reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Laura D. Brown received a grant of 1,023 restricted stock units as equity compensation. Each RSU represents the right to receive one share of common stock after vesting, with no expiration once vested. Following this award, she directly holds 1,023 RSUs linked to an equal number of common shares.
Britt Douglas reported acquisition or exercise transactions in this Form 4 filing.
HELIOS TECHNOLOGIES, INC. director Douglas Britt received a grant of 686 Restricted Stock Units on March 19, 2026. Each RSU represents the right to receive one share of common stock after vesting, with vesting scheduled for March 19, 2027. After this compensation grant, Britt’s reported derivative holdings from this award total 686 RSUs.
Helios Technologies, Inc. outlined its long-term CORE 2030 strategy and raised its quarterly dividend. Management targets 2030 sales of $1.6 billion including acquisitions, about double 2025 pro forma sales of roughly $792 million, with adjusted EBITDA margins of at least 25% and adjusted operating margins of 20%.
The company also aims for return on invested capital in the low- to mid-teens and highlighted 2025 progress, including 100 basis points of gross margin expansion, more than $60 million in projected annual value from new business wins, and 11 major new product launches. Over the past two years, Helios paid down approximately $158 million of debt, continued 116 consecutive quarterly dividends and began share repurchases under a $100 million authorization.
The Board approved a 33% increase in the quarterly cash dividend to $0.12 per share, payable on April 27, 2026 to shareholders of record on April 13, 2026. Helios has about 33.1 million common shares outstanding and has paid quarterly dividends for over 29 years.
HELIOS TECHNOLOGIES, INC. director Diana Sacchi exercised restricted stock units into common shares. On March 13, 2026, she converted 1,249 restricted stock units into 1,249 shares of common stock, consistent with each RSU representing one share upon vesting. Following this transaction, she directly holds 9,006 shares of common stock, and no remaining derivative position from these RSUs is shown.