Aldridge Billy Vern 4
4 · HELIOS TECHNOLOGIES, INC. · Filed Mar 9, 2026
Research Summary
AI-generated summary of this filing
Helios (HLIO) President, Electronics Billy Aldridge Receives Award
What Happened
Billy Vern Aldridge, President of Electronics at Helios Technologies (HLIO), received two equity awards on March 5, 2026: 2,441 restricted stock units (RSUs) and 5,051 performance stock options. Both grants are reported as derivative awards at $0.00 per share (reported value $0 on the Form 4) — these are awards, not open-market purchases or sales.
Key Details
- Transaction date: March 5, 2026; Form 4 filed March 9, 2026 (appears to be after the standard 2-business-day filing window).
- Grants: 2,441 RSUs (F1) and 5,051 performance stock options (F2), reported at $0.00.
- Shares owned after transaction: Not specified in the provided filing excerpt.
- Footnote F1 (RSUs): Each RSU converts to one share when vested; vesting occurs 33-1/3% on Jan 3 of 2027, 2028 and 2029 (unless forfeited).
- Footnote F2 (performance options): Vesting and the number of options that become exercisable are contingent on pre-established performance metrics over FY2026–FY2028; payout can be up to 225% of target options. Continuous employment through March 15, 2029 is required for vesting. Options expire 10 years from grant.
Context
- These are long-term compensation awards, not an immediate purchase or sale of stock. RSUs convert to shares only as they vest; performance options only become exercisable if performance goals are met.
- Because these are derivative awards with time- and performance-based vesting, they do not necessarily signal immediate insider buying or selling intent.
- The filing timing (filed Mar 9 for Mar 5 grants) may be outside the typical 2-business-day Form 4 window, which is noted for investors but does not by itself indicate trading intent.
Insider Transaction Report
Form 4
Aldridge Billy Vern
President, Electronics
Transactions
- Award
Restricted Stock Units
[F1]2026-03-05+2,441→ 2,441 totalExercise: $0.00→ Common Stock (2,441 underlying) - Award
Performance Stock Options (right to buy)
[F2]2026-03-05+5,051→ 5,051 totalExercise: $67.61→ Common Stock (5,051 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 Billy Vern Aldridge|2026-03-09