HELIOS TECHNOLOGIES, INC.·4

Mar 9, 4:04 PM ET

Arduini Matteo 4

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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.