Evans Jeremy Scott 4
4 · HELIOS TECHNOLOGIES, INC. · Filed Apr 2, 2026
Research Summary
AI-generated summary of this filing
Helios (HLIO) CFO Jeremy Evans Receives 278 Shares via RSU Vesting
What Happened
Jeremy Scott Evans, Chief Financial Officer of Helios Technologies (HLIO), had 278 restricted stock units (RSUs) vest and convert into 278 shares of common stock on 2026-04-01. The conversion is valued at $68.33 per share for a total value of about $18,996. To satisfy tax withholding, 68 of those shares were withheld (treated as disposition) valued at about $4,646, leaving a net of 210 shares delivered to Evans (net value ~ $14,349). This was a routine vesting/conversion of RSUs (not an open-market purchase or sale).
Key Details
- Transaction date: 2026-04-01; Form 4 filed 2026-04-02 (appears timely).
- Converted/Acquired: 278 shares at $68.33 each (total ≈ $18,996).
- Withheld for taxes (disposition code F): 68 shares at $68.33 each (≈ $4,646).
- Net shares received: 210 shares (278 - 68). Net value ≈ $14,349.
- Transaction codes: M = exercise/conversion of derivative (RSU conversion); F = shares withheld to satisfy tax withholding.
- Footnotes: RSUs convert 1:1 to common stock (F2). Vesting schedule is 33-1/3% each grant anniversary (F3). F1 confirms withheld shares were not sold on the open market but retained by the issuer to cover taxes.
- Shares owned after transaction: Not specified in the provided excerpt of the filing.
Context
This was a standard RSU vesting event and partial cashless withholding to cover taxes — common, routine insider activity that doesn't indicate an open-market sell or a fresh purchase. For investors, purchases can be a stronger signal than routine vesting; this filing documents compensation vesting rather than an expressed buy or sell decision by the insider.
Insider Transaction Report
- Exercise/Conversion
Common Stock
2026-04-01$68.33/sh+278$18,996→ 987 total - Tax Payment
Common Stock
[F1]2026-04-01$68.33/sh−68$4,646→ 919 total - Exercise/Conversion
Restricted Stock Units
[F2][F3]2026-04-01−278→ 279 totalExercise: $0.00→ Common Stock (278 underlying)
Footnotes (3)
- [F1]No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.
- [F2]Each RSU represents the right to receive, following vesting, one share of Common Stock.
- [F3]Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each anniversary of the grant date.