Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2026-01-08 00:00:00 ET · period of report 2026-01-06 · accession 0001193125-26-007737 · 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 | 2026-01-08 | 2026-01-06 | HLIO | Aldridge Billy Vern | Pres, Electronics | F - Tax | $59.46 | -133 | 1,043 | -11% | -$7,908 |
| D | 2026-01-08 | 2026-01-06 | HLIO | Aldridge Billy Vern | Pres, Electronics | M - OptEx | $59.46 | +388 | 1,176 | +49% | +$23.1K |
| D | 2026-01-08 | 2026-01-06 | HLIO | Aldridge Billy Vern | Pres, Electronics | M - OptEx | $0.00 | -388 | 0 | -100% | $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 | 2026-01-06 | F | D | 133 | $59.46 | 1,042.93 | 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. |
| 2 | Common | Common Stock | 2026-01-06 | M | A | 388 | $59.46 | 1,175.93 | D | — | — | (F1) Includes 32.925 shares acquired pursuant to the Company's tax-conditions Employee Stock Purchase Plan on December 31, 2025. |
| 3 | Derivative | Restricted Stock Units | 2026-01-06 | M | D | 388 | $0.00 | 0 | D | $0.00 · — to — | 388 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. |