Arduini Matteo 4
4 · HELIOS TECHNOLOGIES, INC. · Filed Mar 9, 2026
Research Summary
AI-generated summary of this filing
HELIOS (HLIO) President Arduini Receives Stock Awards
What Happened Matteo Arduini, President of Hydraulics at Helios Technologies (HLIO), received two awards on March 5, 2026 totaling 10,476 units: 3,413 restricted stock units (RSUs) and 7,063 performance-based stock options. Both awards are reported as derivative grants at $0.00 (i.e., equity compensation rather than an open-market purchase). These grants are compensation awards, not immediate cash transactions.
Key Details
- Transaction date: March 5, 2026; filing date: March 9, 2026 (filed within the required two business days).
- Reported amounts: 3,413 RSUs and 7,063 performance stock options (total 10,476).
- Reported price/value: $0.00 per unit on the Form 4 (standard for grants/awards).
- RSU vesting (F1): 33 1/3% vests and converts to common stock on each of Jan 3, 2027, Jan 3, 2028, and Jan 3, 2029, unless forfeited.
- Performance options (F2): number that vests can be up to 225% of the target options, contingent on pre-established performance metrics over fiscal years 2026–2028 and continuous employment through March 15, 2029; options expire 10 years from the grant date.
- Shares owned after the transaction: not specified in the provided excerpt of the filing.
Context These grants are compensation-related equity awards rather than purchases or sales. RSUs convert into shares only as they vest; performance options only become exercisable depending on achievement of metrics and continued employment. Such awards are common for executives and do not by themselves indicate a buy or sell signal—watch future Form 4s for vesting, exercises, or any subsequent open-market transactions.
Insider Transaction Report
- Award
Restricted Stock Units
[F1]2026-03-05+3,413→ 3,413 totalExercise: $0.00→ Common Stock (3,413 underlying) - Award
Performance Stock Options (right to buy)
[F2]2026-03-05+7,063→ 7,063 totalExercise: $67.61→ Common Stock (7,063 underlying)
Footnotes (2)
- [F1]Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2027, January 3, 2028, and January 3, 2029.
- [F2]The performance stock options granted to the reporting person on March 5, 2026, 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 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.