Evans Jeremy Scott 4

4 · HELIOS TECHNOLOGIES, INC. · Filed Mar 9, 2026

AI-generated summary of this filing

Updated Mar 9, 2026

Helios (HLIO) CFO Jeremy Evans Receives Stock Awards

What Happened

Jeremy Scott Evans, Chief Financial Officer of Helios Technologies (HLIO), received equity awards on March 5, 2026: 3,772 restricted stock units (RSUs) and 7,806 performance-based stock options. Both awards were granted at $0.00 (no cash paid) and reported on a Form 4 filed March 9, 2026.
These were grant/award transactions (code A) — compensation awards rather than open‑market purchases or sales.

Key Details

Transaction date: March 5, 2026; Form 4 filed March 9, 2026 (filed within the typical 2-business-day reporting window).
Grant details:
- 3,772 RSUs (granted at $0.00). Each RSU converts to one share upon vesting.
- 7,806 performance-based stock options (granted at $0.00); number of options that vest can be up to 225% of the granted amount, depending on performance.
Vesting/conditions:
- RSUs vest 33-1/3% on each of January 3, 2027, 2028 and 2029 (subject to forfeiture provisions).
- Performance options vest based on pre-established performance metrics measured over fiscal years 2026–2028 and require continuous employment through March 15, 2029; options expire 10 years from grant.
Shares owned after the transaction: not stated in the provided filing excerpt.
No indication of immediate sale, exercise, or tax-withholding in this filing.

Context

These are compensation grants (derivative awards). RSUs convert into shares on scheduled vesting dates; performance options only convert to exercisable options if performance targets are met and time-based conditions are satisfied. Such awards are common executive compensation and do not represent an open‑market purchase or sale.

Form 4

Period: 2026-03-05

Chief Financial Officer

Transactions

Award
Restricted Stock Units
[F1]
2026-03-05+3,772→ 3,772 total
Exercise: $0.00→ Common Stock (3,772 underlying)
Award
Performance Stock Options (right to buy)
[F2]
2026-03-05+7,806→ 7,806 total
Exercise: $67.61→ Common Stock (7,806 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.

Signature

/s/ Marc Greenberg, Attorney-in-Fact for Jeremy Scott Evans|2026-03-09

1 file