Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2026-01-06 00:00:00 ET · period of report 2026-01-03 · accession 0001193125-26-005176 · 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 | Bagan Sean | Pres, CEO | M - OptEx | $54.71 | +8,310 | 17.5K | +90% | +$454.6K |
| DM | 2026-01-06 | 2026-01-03 | HLIO | Bagan Sean | Pres, CEO | F - Tax | $54.71 | -2,200 | 11.6K | -16% | -$120.4K |
| DM | 2026-01-06 | 2026-01-03 | HLIO | Bagan Sean | Pres, CEO | M - OptEx | $0.00 | -8,310 | 2,406 | -78% | $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 | 2,406 | $54.71 | 12,230 | D | — | — | |
| 2 | Common | Common Stock | 2026-01-03 | F | D | 1,614 | $54.71 | 15,934 | 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 | Common | Common Stock | 2026-01-03 | M | A | 5,904 | $54.71 | 17,548 | D | — | — | |
| 4 | Common | Common Stock | 2026-01-03 | F | D | 586 | $54.71 | 11,644 | 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. |
| 5 | Derivative | Common Stock | 2026-01-03 | M | D | 5,904 | $0.00 | 11,810 | D | — · — to — | 5,904 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 anniversary of the grant date. |
| 6 | Derivative | Restricted Stock Units | 2026-01-03 | M | D | 2,406 | $0.00 | 2,406 | D | $0.00 · — to — | 2,406 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 anniversary of the grant date. |