Marc Greenberg - Jan 3, 2025 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Role: General Counsel and Secretary
Signature: /s/ Marc Greenberg
Stock symbol: HLIO
Transactions as of: Jan 3, 2025
Transactions value $: $50,227
Form type: 4
Date filed: 1/7/2025, 04:25 PM
Previous filing: Sep 13, 2024
Next filing: Jan 8, 2025
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	HLIO	Common Stock	Options Exercise	$90.9K	+2.05K	+38.05%	$44.37	7.43K	Jan 3, 2025	Direct
transaction	HLIO	Common Stock	Tax liability	-$40.6K	-916	-12.33%	$44.37	6.52K	Jan 3, 2025	Direct	F1
holding	HLIO	Common Stock						58.5	Jan 3, 2025	By 401(k) Plan Trust	F2
holding	HLIO	Common Stock						166	Jan 3, 2025	By Spouse	F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	HLIO	Restricted Stock Units	Options Exercise	$0	-1.72K	-33.32%	$0.00	3.44K	Jan 3, 2025	Common Stock	1.72K	$0.00	Direct	F4, F5
transaction	HLIO	Restricted Stock Units	Options Exercise	$0	-330	-100%	$0.00	0	Jan 3, 2025	Common Stock	330	$0.00	Direct	F4, F5

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
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	Reflects the current allocation of shares under the Helios Technologies Inc. 401(k) Retirement Plan.
F3	The reporting person disclaims Section 16 beneficial ownership over the securities reported except to the extent of his pecuniary interest therein, if any.
F4	Each RSU represents the right to receive, following vesting, one share of Common Stock.
F5	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.