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HELIOS TECHNOLOGIES, INC. — Director's Dealing 2025
Sep 23, 2025
31796_dirs_2025-09-23_4b0e0081-d713-467c-b4cb-c3d759640500.zip
Director's Dealing
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SEC Form 3 — Initial Statement of Beneficial Ownership
Issuer: HELIOS TECHNOLOGIES, INC. (HLIO)
CIK: 0001024795
Period of Report: 2025-09-01
Reporting Person: Evans Jeremy Scott (N/A)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 195 | Direct |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Stock Options (right to buy) | $40.13 | 2034-09-11 | Common Stock (2671) | Direct | |
| Stock Options (right to buy) | $39.80 | 2035-02-27 | Common Stock (2118) | Direct | |
| Performance-Based Restricted Stock Units | $0 | Common Stock (836) | Direct | ||
| Restricted Stock Units | $0 | Common Stock (557) | Direct | ||
| Restricted Stock Units | $0 | Common Stock (748) | Direct | ||
| Restricted Stock Units | $0 | Common Stock (990) | Direct |
Footnotes
F1: Stock Options granted to reporting person on September 11, 2024; unless earlier forfeited under the terms of the Options, 100% of the options vest and become exercisable on the third anniversary of the grant date.
F2: The performance stock options granted to the reporting person on February 27, 2025, 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 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.
F3: The performance based restricted stock units granted to the reporting person on April 1, 2024, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs 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 2024 and ending on the last day of the fiscal year of 2027.
F4: Restricted stock units granted to reporting person on April 1, 2024; 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.
F5: Each RSU represents the right to receive, following vesting, one share of Common Stock.
F6: Restricted stock units granted to reporting person on September 11, 2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.
F7: Restricted stock units granted to reporting person on February 17, 2025; 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.