Form 4: Helios Technologies GC Vests RSUs, Boosts Direct Stake

Helios Technologies' General Counsel, Marc A. Greenberg, acquired common stock through RSU vesting and disposed of shares for tax withholding.

Summary

• Marc A. Greenberg, General Counsel and Secretary of Helios Technologies, Inc., acquired 748 shares of Common Stock.
• This acquisition resulted from the vesting of Restricted Stock Units (RSUs) on September 11, 2025.
• The shares were acquired at a price of $55.89 per share.
• Concurrently, 295 shares were withheld by the issuer to satisfy tax withholding requirements related to the RSU vesting, also at a price of $55.89 per share.
• Following these transactions, Mr. Greenberg directly holds 7,504 shares of Common Stock.
• He also indirectly holds 58.5 shares through the Helios Technologies Inc. 401(k) Retirement Plan Trust and 166 shares through his spouse.

Sentiment

Score: 7

Explanation: The vesting of Restricted Stock Units for a key executive is a routine, scheduled compensation event that aligns management's interests with shareholders. It does not introduce new material information to significantly alter the company's outlook or valuation.

Positives

• The vesting of Restricted Stock Units (RSUs) for a key executive, Marc A. Greenberg, indicates continued alignment of management interests with shareholder value.
• The acquisition of 748 shares of common stock increases the executive's direct beneficial ownership in the company.

Stakeholder Impact

• Shareholders: Increased alignment of executive interests with shareholders due to increased direct stock ownership.
• Employees: Reflects standard compensation practices (RSU vesting) for executives.

Next Steps

• The remaining 50% of the RSU awards granted on 09/11/2024 are expected to vest and convert into Common Stock on the second anniversary of the grant date (09/11/2026).

Key Dates

Recommendation

This Form 4 reports a routine, scheduled vesting of Restricted Stock Units for an executive, which is a standard compensation event. It does not provide new material information that would alter the fundamental investment thesis for Helios Technologies, Inc. While it shows continued alignment of management interests with shareholders, it is not a catalyst for a 'buy' or 'sell' recommendation. Investors should continue to hold based on their existing analysis of the company's fundamentals and market conditions.

Keywords

HLIO, Helios Technologies, Form 4, Insider Transaction, RSU Vesting, Marc Greenberg, Common Stock, Executive Compensation