Schuetz Alexander 4

What Happened
Alexander Schuetz, a director of Helios Technologies (HLIO), had vested restricted stock units (RSUs) convert into 1,177 shares on March 13, 2026. The shares are reported at a per-share value of $64.17 (total value ~$75,528). To satisfy tax withholding, 354 of those shares were surrendered/withheld (valued at ~$22,716), leaving a net increase of 823 common shares to Schuetz’s position. One line shows the RSU derivative settled/converted at $0, reflecting the RSU-to-share settlement.

Key Details

• Transaction date: 2026-03-13. Per-share value used: $64.17.
• Activity codes: M = exercise/conversion of derivative (1,177 shares acquired); F = tax withholding (354 shares disposed). A derivative entry shows 1,177 RSUs disposed at $0 (settlement).
• Gross value of shares received: ~$75,528; value of shares withheld for taxes: ~$22,716.
• Net shares added: 823 (1,177 − 354).
• Footnote: F1 — Each RSU represents the right to receive one share of common stock upon vesting; upon vesting there is no expiration.
• Shares owned after the transaction: not stated in the provided excerpt.
• Filing timeliness: Form filed 2026-03-16 for a 2026-03-13 transaction; this appears to be timely.

Context

• This was not an open-market purchase or sale: it was the vesting/settlement of RSUs into common stock, with a portion withheld to cover taxes (a common administrative action). Aside from the tax-withholding disposition, no open-market sales were reported.
• For retail investors, RSU vesting indicates compensation conversion to stock rather than a deliberate buy/sell signal; the net addition of shares increases insider ownership but doesn’t alone indicate a change in sentiment.