Helios Technologies (HLIO) President reports 388 RSUs vested, 133 shares withheld for taxes

Rhea-AI Filing Summary

Helios Technologies executive Billy Vern Aldridge reported routine equity compensation activity. On January 6, 2026, 388 restricted stock units converted into 388 shares of common stock, reflected as an exercise coded "M". The shares were issued at an exercise price of $0 for the RSUs and a reported price of $59.46 per common share.

To cover taxes on the vesting, 133 shares of common stock were withheld by the company, coded "F". After these transactions, Aldridge directly held 1,042.925 shares of Helios Technologies common stock, which includes 32.925 shares previously acquired through the company’s employee stock purchase plan.

Insider Trade Summary

388 shares exercised/converted

Mixed 3 txns

Insider Aldridge Billy Vern

Role President, Electronics

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	388	$0.00	--
Exercise	Common Stock	388	$59.46	$23K
Tax Withholding	Common Stock	133	$59.46	$8K

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 1,175.925 shares (Direct)

Footnotes (1)

1. Includes 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025. 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. 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 anniversary of the grant date.

Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
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hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Aldridge Billy Vern

(Last) (First) (Middle)

C/O HELIOS TECHNOLOGIES, INC.

7456 16TH ST E

(Street)

SARASOTA FL 34243

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
HELIOS TECHNOLOGIES, INC. [ HLIO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President, Electronics

3. Date of Earliest Transaction (Month/Day/Year)
01/06/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	01/06/2026		M		388	A	$59.46	1,175.925(1)	D
Common Stock	01/06/2026		F		133(2)	D	$59.46	1,042.925	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	$0(3)	01/06/2026		M			388	(4)	(4)	Common Stock	388	$0	0	D

Explanation of Responses:

1. Includes 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025.

2. 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.

3. Each RSU represents the right to receive, following vesting, one share of Common Stock.

4. 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.

	/s/ Marc Greenberg, Attorney-in-fact for Billy Vern Aldridge	01/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider activity did Helios Technologies (HLIO) report for Billy Vern Aldridge?

The filing shows that 388 restricted stock units vested and converted into 388 shares of common stock, and 133 shares were withheld to satisfy tax obligations, leaving 1,042.925 shares directly owned.

What do the transaction codes M and F mean in the Helios Technologies (HLIO) Form 4?

Code "M" reflects the conversion of 388 restricted stock units into common stock. Code "F" reflects the withholding of 133 shares by the issuer to satisfy tax withholding requirements tied to the RSU vesting.

How many Helios Technologies (HLIO) shares does Billy Vern Aldridge own after these transactions?

Following the reported transactions, Billy Vern Aldridge directly owns 1,042.925 shares of Helios Technologies common stock, including 32.925 shares acquired through the company’s employee stock purchase plan.

Were any Helios Technologies (HLIO) shares actually sold in this Form 4 filing?

The explanatory note states that no shares were sold. The 133 shares reported under code "F" were withheld by the issuer solely to satisfy tax withholding requirements related to RSU vesting.

What are the terms of the restricted stock units reported for Helios Technologies (HLIO)?

Each restricted stock unit (RSU) represents the right to receive, after vesting, one share of common stock. Unless earlier forfeited, 33-1/3% of the awards vest and convert into common stock on each anniversary of the grant date.

What role does Billy Vern Aldridge hold at Helios Technologies (HLIO)?

Billy Vern Aldridge is reported as an officer of Helios Technologies, serving as President, Electronics, and is not listed as a director or 10% owner.