Form 4 for HLIO HELIOS TECHNOLOGIES, INC.
Accepted 2026-09-15 16:12:40 ET · period of report 2026-09-11 · accession 0001193125-26-391925 · 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 | 2026-09-15 16:12 | 2026-09-11 | HLIO | Bagan Sean | Pres, CEO, Dir | M - OptEx | $70.66 | +747 | 20.8K | +4% | +$52.8K |
| D | 2026-09-15 16:12 | 2026-09-11 | HLIO | Bagan Sean | Pres, CEO, Dir | F - Tax | $70.66 | -294 | 20.5K | -1% | -$20.8K |
| D | 2026-09-15 16:12 | 2026-09-11 | HLIO | Bagan Sean | Pres, CEO, Dir | M - OptEx | $0.00 | -747 | 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 | 2026-09-11 | M | A | 747 | $70.66 | 20,754.06 | D | — | — | (F1) Includes 375.0631 shares acquired under the Issuer's Employee Stock Purchase Plan (ESPP) through June 30, 2026, in transactions exempt under Rule 16b-3(c). |
| 2 | Common | Common Stock | 2026-09-11 | F | D | 294 | $70.66 | 20,460.06 | 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. |
| 3 | Derivative | Restricted Stock Units | 2026-09-11 | M | D | 747 | $0.00 | 0 | D | $0.00 · — to — | 747 Common Stock | (F3) Each RSU represents the right to receive, following vesting, one share of Common Stock. (F4) 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. (F4) 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. |