Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2026-03-09 00:00:00 ET · period of report 2026-03-05 · accession 0001193125-26-098448 · 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 | 2026-03-09 | 2026-03-05 | HLIO | Bagan Sean | Pres, CEO, Dir | A - Grant | $67.61 | +3,698 | 19.6K | +23% | +$250.0K |
| DM | 2026-03-09 | 2026-03-05 | HLIO | Bagan Sean | Pres, CEO, Dir | A - Grant | $0.00 | +57.6K | 18.8K | New | $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 | 2026-03-05 | A | A | 3,698 | $67.61 | 19,632 | D | — | — | (F1) The restricted stock units granted to the reporting person on March 5, 2026, were approved by the Company's Compensation Committee as a one-time special equity award. The award vested immediately upon grant on March 5, 2026, and was settled in shares of the Company's Common Stock on a one-for-one basis on the same date, subject to the reporting person's continued employment through the vesting date. |
| 2 | Derivative | Performance Stock Options (right to buy) | 2026-03-05 | A | A | 38,846 | $0.00 | 38,846 | D | $67.61 · — to — | 38,846 Common Stock | (F3) The performance stock options granted to the reporting person on March 5, 2026, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant. |
| 3 | Derivative | Restricted Stock Units | 2026-03-05 | A | A | 18,770 | $0.00 | 18,770 | D | $0.00 · — to — | 18,770 Common Stock | (F2) Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029. |