Helios Technologies (HLIO) officer Martich reports RSU vesting and share withholding

Rhea-AI Filing Summary

Helios Technologies executive Frederick Joseph Martich, President of Hydraulics, MCT, reported routine equity compensation activity. On January 6, 2026, 515 Restricted Stock Units (RSUs) converted into the same number of shares of Common Stock at a transaction price of $59.46 per share, increasing his directly held common shares to 13,959.

On the same date, 230 shares of Common Stock at $59.46 were withheld by Helios Technologies to cover tax obligations tied to the RSU vesting, as noted in the footnote that no shares were sold in the market. After this tax withholding, Martich directly beneficially owned 13,729 shares of Common Stock.

Insider Trade Summary

515 shares exercised/converted

Mixed 3 txns

Insider Martich Frederick Joseph

Role Pres. of Hydraulics, MCT

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	515	$0.00	--
Exercise	Common Stock	515	$59.46	$31K
Tax Withholding	Common Stock	230	$59.46	$14K

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 13,959 shares (Direct)

Footnotes (1)

1. 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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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^*

Martich Frederick Joseph

(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)
	Pres. of Hydraulics, MCT

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		515	A	$59.46	13,959	D
Common Stock	01/06/2026		F		230(1)	D	$59.46	13,729	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(2)	01/06/2026		M			515	(3)	(3)	Common Stock	515	$0	0	D

Explanation of Responses:

1. 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.

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

3. 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 Frederick Joseph Martich	01/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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FAQ

What insider activity did HLIO executive Frederick Joseph Martich report?

Frederick Joseph Martich, President of Hydraulics, MCT at Helios Technologies, Inc. (HLIO), reported the vesting and settlement of 515 Restricted Stock Units into shares of Common Stock on January 6, 2026, along with related tax share withholding.

How many Helios Technologies (HLIO) RSUs vested for Frederick Joseph Martich?

On January 6, 2026, 515 Restricted Stock Units vested and were converted into 515 shares of Helios Technologies Common Stock, as reported in the Form 4.

Were any Helios Technologies (HLIO) shares sold by Frederick Joseph Martich in this Form 4?

No market sale occurred. A footnote states that 230 shares of Common Stock were withheld by the issuer to satisfy tax withholding requirements related to the RSU vesting, and that no shares were sold.

What is Frederick Joseph Martich’s HLIO share ownership after these transactions?

Following the RSU conversion and tax withholding on January 6, 2026, Frederick Joseph Martich directly beneficially owned 13,729 shares of Helios Technologies Common Stock.

At what price were the Helios Technologies (HLIO) RSU-related transactions reported?

The Common Stock underlying the RSU transaction and the tax withholding was reported at a transaction price of $59.46 per share.

How do the Helios Technologies (HLIO) RSUs for Martich vest over time?

A footnote explains that, unless earlier forfeited, 33-1/3% of the RSU awards vest and convert into Common Stock on each anniversary of the grant date.