Transaction #30638 · Form 4 · 0001193125-26-414492
HELIOS TECHNOLOGIES, INC. · Exercise / conversion · Common Stock
HELIOS TECHNOLOGIES, INC. · Transacted October 1, 2026 · Filed October 5, 2026
What does this filing report?
An SEC Form 4 filing for HELIOS TECHNOLOGIES, INC. records an exercise / conversion involving Common Stock on October 1, 2026. The reported quantity was 771. The filing date is October 5, 2026. This is one transaction record; amounts are not allocated among any joint reporting owners.
The acquisition category describes how securities were received. It does not by itself establish a cash purchase of common stock. Read the transaction code definitionsand the original filing before interpreting the amounts.
Transaction details
- Company
- HELIOS TECHNOLOGIES, INC.
- Company CIK
- 0001024795
- Security type
- Non-derivative
- Acquisition type
- Exercise / conversion · Code M
- Quantity acquired
- 771
- Reported price
- 68.89
- Reference value
- 53,114.19
- Currency
- Currency not specified
- Ownership
- Direct
- Holdings after transaction
- 21,257.0344
- Ownership description
- Not reported
- SEC acceptance time
- Oct 5, 2026, 5:27 PM EDT
- 10b5-1 indication
- Not indicated
Reference value is reported quantity × reported price. It is not a confirmed cash payment or an estimate of a derivative's economic value. A missing currency is not assumed to be USD.
Reporting owners
- Bagan Sean ↗
President and CEO · Director
CIK 0001988429
These are the reporting owners named in the filing. Quantities and amounts are not allocated among co-reporters. Roles reflect this filing, not a current profile.
Company listings
The linked listing is identified separately from other current company listings.
Filing footnotes & remarks
- F1
- Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c).
- 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.
- 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 of the first three anniversaries of the grant date.
Footnotes are reproduced as plain text from the current source filing. For the full context, read the original SEC filing.
This record was updated Eastern Time. This is the stored record update time, not the transaction date. Report a correction.