HELIOS TECHNOLOGIES, INC.·4

Jun 24, 9:39 PM ET

Arduini Matteo 4

4 · HELIOS TECHNOLOGIES, INC. · Filed Jun 24, 2026

Research Summary

AI-generated summary of this filing

Updated

Helios (HLIO) President Arduini Sells Shares, Exercises Options

What Happened
Matteo Arduini, President of Hydraulics at Helios Technologies (HLIO), sold a total of 10,027 shares (4,000 on 2026-06-22 and 6,027 on 2026-06-23) for aggregate proceeds of about $904,681. On 2026-06-23 he also exercised stock options to acquire 6,027 shares (comprised of three option tranches of 874, 1,153 and 4,000 shares) at exercise prices of $39.75, $55.03 and $50.60, respectively (total cash paid ≈ $300,592). The filing shows corresponding derivative conversion/disposition entries for those option exercises, indicating the exercised shares were converted and some were immediately disposed.

Key Details

  • Transaction dates: 2026-06-22 (sale of 4,000 shares at weighted avg $89.93, proceeds $359,720) and 2026-06-23 (sale of 6,027 shares at weighted avg $90.42, proceeds $544,961). Sales price ranges: 6/22 sales $89.67–$90.49; 6/23 sales $89.88–$90.69 (weighted averages reported; see F1/F2).
  • Option exercises (2026-06-23): 874 shares @ $39.75, 1,153 @ $55.03, 4,000 @ $50.60 (total cash paid ≈ $300,592). Matching derivative dispositions are reported at $0.00 per share for those tranches (see details).
  • Footnotes: F3–F5 describe vesting schedules — the options vested in prior years/upon performance as noted in the filing. F1/F2 explain the sales prices are weighted averages across multiple trades.
  • Shares owned after transaction: not specified in the details provided here (refer to the full Form 4 for post-transaction holdings).
  • Filing timeliness: Report filed 2026-06-24 for transactions on 6/22–6/23; appears timely (Form 4 is generally due within two business days).

Context

  • The transaction combines option exercises and sales. The presence of zero-dollar derivative disposition entries alongside exercised-option acquisitions is consistent with a cashless exercise or immediate sale of some or all exercised shares (i.e., exercised shares were converted and then sold the same day).
  • Sales by insiders can be routine (e.g., diversification, tax obligations, option exercises) and do not by themselves indicate the insider’s view of the company. Purchases are generally viewed as a stronger signal; this filing is primarily sales with offsetting option exercises.

Insider Transaction Report

Form 4
Period: 2026-06-22
Arduini Matteo
President of Hydraulics, FCT
Transactions
  • Sale

    Common Stock

    [F1]
    2026-06-22$89.93/sh4,000$359,72011,317 total
  • Exercise/Conversion

    Common Stock

    2026-06-23$39.75/sh+874$34,74212,191 total
  • Exercise/Conversion

    Common Stock

    2026-06-23$55.03/sh+1,153$63,45013,344 total
  • Exercise/Conversion

    Common Stock

    2026-06-23$50.60/sh+4,000$202,40017,344 total
  • Sale

    Common Stock

    [F2]
    2026-06-23$90.42/sh6,027$544,96111,317 total
  • Exercise/Conversion

    Stock Options (right to buy)

    [F3]
    2026-06-238740 total
    Exercise: $39.75Exp: 2030-02-28Common Stock (874 underlying)
  • Exercise/Conversion

    Stock Options (right to buy)

    [F4]
    2026-06-231,1530 total
    Exercise: $55.03Exp: 2031-01-28Common Stock (1,153 underlying)
  • Exercise/Conversion

    Stock Options (right to buy)

    [F5]
    2026-06-234,0000 total
    Exercise: $50.60Exp: 2032-10-01Common Stock (4,000 underlying)
Footnotes (5)
  • [F1]The price shown is a weighted average sales price for shares sold in multiple transactions. The sales prices ranged from $89.67 to $90.49 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
  • [F2]The price shown is a weighted average sales price for shares sold in multiple transactions. The sales prices ranged from $89.88 to $90.69 per share. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
  • [F3]This option became exercisable in three equal annual installments beginning on February 28, 2021, which was the first anniversary of the date on which the option was granted.
  • [F4]This option became exercisable in three equal annual installments beginning on January 28, 2022, which was the first anniversary of the date on which the option was granted.
  • [F5]The option became exercisable upon achievement of specified performance goals, beginning on the second anniversary of the grant date.
Signature
/s/ Marc Greenberg, Attorney-in-fact for Matteo Arduini|2026-06-24

Documents

1 file
  • 4
    ownership.xmlPrimary

    4