Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2026-01-06 00:00:00 ET · period of report 2026-01-03 · accession 0000950130-26-000059 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-01-06 | 2026-01-03 | HLIO | Aldridge Billy Vern | Pres, Electronics | M - OptEx | $54.71 | +1,147 | 994.93 | New | +$62.8K |
| DM | 2026-01-06 | 2026-01-03 | HLIO | Aldridge Billy Vern | Pres, Electronics | F - Tax | $54.71 | -392 | 388.93 | -50% | -$21.4K |
| DM | 2026-01-06 | 2026-01-03 | HLIO | Aldridge Billy Vern | Pres, Electronics | M - OptEx | $0.00 | -1,147 | 542 | -68% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-01-03 | M | A | 541 | $54.71 | 573.93 | D | — | — | (F1) Includes 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025. |
| 2 | Common | Common Stock | 2026-01-03 | F | D | 207 | $54.71 | 787.93 | D | — | — | (F2) 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 | Common | Common Stock | 2026-01-03 | M | A | 606 | $54.71 | 994.93 | D | — | — | |
| 4 | Common | Common Stock | 2026-01-03 | F | D | 185 | $54.71 | 388.93 | D | — | — | (F2) 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. |
| 5 | Derivative | Restricted Stock Units | 2026-01-03 | M | D | 606 | $0.00 | 1,214 | D | $0.00 · — to — | 606 Common Stock | (F3) Each RSU represents the right to receive, following vesting, one share of Common Stock. (F4) 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. |
| 6 | Derivative | Restricted Stock Units | 2026-01-03 | M | D | 541 | $0.00 | 542 | D | $0.00 · — to — | 541 Common Stock | (F3) Each RSU represents the right to receive, following vesting, one share of Common Stock. (F4) 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. |