Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2025-10-03 00:00:00 ET · period of report 2025-10-01 · accession 0001193125-25-230121 · 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 | 2025-10-03 | 2025-10-01 | HLIO | Bagan Sean | Pres, CEO, CFO | F - Tax | $52.39 | -188 | 9,824 | -2% | -$9,849 |
| D | 2025-10-03 | 2025-10-01 | HLIO | Bagan Sean | Pres, CEO, CFO | M - OptEx | $52.39 | +771 | 10.0K | +8% | +$40.4K |
| D | 2025-10-03 | 2025-10-01 | HLIO | Bagan Sean | Pres, CEO, CFO | M - OptEx | $0.00 | -771 | 771 | -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 | 2025-10-01 | F | D | 188 | $52.39 | 9,824 | 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. |
| 2 | Common | Common Stock | 2025-10-01 | M | A | 771 | $52.39 | 10,012 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-10-01 | M | D | 771 | $0.00 | 771 | D | $0.00 · — to — | 771 Common Stock | (F2) Each RSU represents the right to receive, following vesting, one share of Common Stock. (F3) Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date. |