HELIOS TECHNOLOGIES, INC.·4

Jun 24, 9:39 PM ET

Arduini Matteo 4

Research Summary

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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.