SEC Form 4 · accession 0001193125-26-391932
HELIOS TECHNOLOGIES, INC. · HLIO
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Frederick Joseph Martich
Officer — Pres. of Hydraulics, MCT
Period of report
Sep 11, 2026
Accepted (ET)
Sep 15, 2026 · 4:13 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001024795
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Sep 11, 2026 | M | 747 | $70.66 | A | 14,476 | D | |
| Common StockF1 | Sep 11, 2026 | F | 294 | $70.66 | D | 14,182 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock UnitsF2,F3 | $0.00 | Sep 11, 2026 | M | 747 | D | — | — | Common Stock | 747 | 0 | D |
Explanation of responses
- F1No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.
- F2Each RSU represents the right to receive, following vesting, one share of Common Stock.
- F3Restricted 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.