HELIOS TECHNOLOGIES, INC.·4

Mar 16, 4:05 PM ET

Britt Douglas 4

4 · HELIOS TECHNOLOGIES, INC. · Filed Mar 16, 2026

Research Summary

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Helios (HLIO) Director Britt Douglas Exercises RSUs for 1,249 Shares

What Happened
Britt Douglas, a director of Helios Technologies, reported the exercise/conversion of derivative awards on March 13, 2026. The filing shows 1,249 shares were acquired at a reported price/value of $64.17 per share (totaling $80,148). The same filing also reports a related disposition of 1,249 derivative units at $0.00. The transaction was reported on a Form 4 filed March 16, 2026.

Key Details

  • Transaction date: 2026-03-13; Form 4 filed: 2026-03-16 (timely filing).
  • Acquired: 1,249 shares @ $64.17 = $80,148 (Transaction code M: exercise/conversion of derivative).
  • Disposed: 1,249 derivative units @ $0.00 (also reported under code M).
  • Shares owned after transaction: not disclosed in the excerpt provided.
  • Footnote F1: Each RSU represents the right to receive one share of common stock upon vesting; RSUs have no expiration.

Context
This filing reflects a conversion/vesting event for RSUs (derivative securities). Form 4s frequently show both the gross shares issued on vesting and any related withholding or net-settlement entries; this filing reports both an acquisition and a zero-dollar derivative disposition for the same number of units, but does not specify the net economic effect. These are not open-market purchases or sales indicating trading intent—rather, they document compensation/vesting-related issuance.

Insider Transaction Report

Form 4
Period: 2026-03-13
Transactions
  • Exercise/Conversion

    Common Stock

    2026-03-13$64.17/sh+1,249$80,14828,335 total
  • Exercise/Conversion

    Restricted Stock Units

    [F1]
    2026-03-131,2490 total
    Common Stock (1,249 underlying)
Footnotes (1)
  • [F1]Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration.
Signature
/s/ Marc Greenberg, Attorney-in-Fact for Douglas Britt|2026-03-16

Documents

1 file
  • 4
    ownership.xmlPrimary

    4