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HELIOS TECHNOLOGIES, INC. Director's Dealing 2025

Apr 8, 2025

31796_dirs_2025-04-08_ff4c32d6-98b4-4bf2-b47e-08ec521cb900.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: 2025-03-31

Reporting Person: Aldridge Billy Vern (N/A)

Holdings (Derivative)

Security Exercise Price Expiration Underlying Shares Ownership
Performance-Based Restricted Stock Units $0 Common Stock (1163) Direct
Restricted Stock Units $0 Common Stock (388) Direct
Performance-Based Restricted Stock Units $0 Common Stock (1165) Direct
Restricted Stock Units $0 Common Stock (1083) Direct
Restricted Stock Units $0 Common Stock (1820) Direct
Stock Options (right to buy) $0 2035-02-27 Common Stock (3896) Direct

Footnotes

F1: Restricted stock units granted to reporting person on January 6, 2023, 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026.

F2: Restricted stock units granted to reporting person on January 6, 2023; 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.

F3: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4: The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. 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 the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027.

F5: Restricted stock units granted to reporting person on January 3, 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.

F6: Restricted stock units granted to reporting person on February 27, 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.

F7: Stock Options granted to reporting person on 2/27/2025; 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.