Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2025-09-15 00:00:00 ET · period of report 2025-09-11 · accession 0001193125-25-203608 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-09-15 | 2025-09-11 | HLIO | Bagan Sean | Pres, CEO, CFO | M - OptEx | $55.89 | +748 | 9,424 | +9% | +$41.8K |
| D | 2025-09-15 | 2025-09-11 | HLIO | Bagan Sean | Pres, CEO, CFO | F - Tax | $55.89 | -183 | 9,241 | -2% | -$10.2K |
| D | 2025-09-15 | 2025-09-11 | HLIO | Bagan Sean | Pres, CEO, CFO | M - OptEx | $0.00 | -748 | 747 | -50% | $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 | 2025-09-11 | M | A | 748 | $55.89 | 9,424 | D | — | — | |
| 2 | Common | Common Stock | 2025-09-11 | F | D | 183 | $55.89 | 9,241 | D | — | — | (F1) 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 | Derivative | Restricted Stock Units | 2025-09-11 | M | D | 748 | $0.00 | 747 | D | $0.00 · — to — | 748 Common Stock | (F2) Each RSU represents the right to receive, following vesting, one share of Common Stock. (F3) Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date. |