Sean Bagan - Feb 27, 2025 Form 4 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Role: President, CEO , and CFO
Signature: /s/ Marc Greenberg, Attorney-in-fact for Sean Bagan
Stock symbol: HLIO
Transactions as of: Feb 27, 2025
Transactions value $: $0
Form type: 4
Date filed: 3/3/2025, 06:35 PM
Previous filing: Jan 7, 2025
SEC: View on sec.gov

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	Award	$0	+17.7K		$0.00	17.7K	Feb 27, 2025	Common Stock	17.7K	$0.00	Direct	F1
transaction	HLIO	Performance Stock Options (right to buy)	Award	$0	+37.9K		$0.00	37.9K	Feb 27, 2025	Common Stock	37.9K	$39.80	Direct	F2

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

Explanation of Responses:

Id	Content
F1	Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.
F2	The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.

Content

Each RSU represents the right to receive, following vesting, one share of Common Stock. Unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of January 3, 2026, January 3, 2027, and January 3, 2028. Upon vesting, there is no expiration.

The performance stock options granted to the reporting person on February 27, 2025, represent the right to receive, following vesting, a number of stock options up to 225% of the number of stock options. The number of performance stock options acquired upon vesting is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the first day of the fiscal year of 2025 and ending the last day of the fiscal year of 2027, subject to continuous employment with the Company through March 15, 2028. Stock options expire 10 years from the date of grant.