Billy Vern Aldridge - Mar 31, 2025 Form 3 Insider Report for HELIOS TECHNOLOGIES, INC. (HLIO)

Signature
/s/ Marc Greenberg, Attorney-in-Fact for Billy Vern Aldridge
Stock symbol
HLIO
Transactions as of
Mar 31, 2025
Transactions value $
$0
Form type
3
Date filed
4/8/2025, 04:08 PM

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
holding HLIO Performance-Based Restricted Stock Units Mar 31, 2025 Common Stock 1.16K $0.00 Direct F1
holding HLIO Restricted Stock Units Mar 31, 2025 Common Stock 388 $0.00 Direct F2, F3
holding HLIO Performance-Based Restricted Stock Units Mar 31, 2025 Common Stock 1.17K $0.00 Direct F4
holding HLIO Restricted Stock Units Mar 31, 2025 Common Stock 1.08K $0.00 Direct F3, F5
holding HLIO Restricted Stock Units Mar 31, 2025 Common Stock 1.82K $0.00 Direct F3, F6
holding HLIO Stock Options (right to buy) Mar 31, 2025 Common Stock 3.9K $0.00 Direct F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted stock units granted to reporting person on January 6, 2023, which represent the right to receive, following vesting, up to 200% of one share of the Company's Common Stock. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs 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 2023 and ending the last day of the fiscal year of 2025, providing continuous employment with the Company through March 15, 2026.
F2 Restricted stock units granted to reporting person on January 6, 2023; unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.
F3 Each RSU represents the right to receive, following vesting, one share of Common Stock.
F4 The performance-based RSUs granted to the reporting person on January 3, 2024, represent the right to receive, following vesting, a number of shares of Common Stock up to 200% of the number of performance-based RSUs. The number of shares of Common Stock acquired upon vesting of the performance-based RSUs 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 2024 and ending the last day of the fiscal year of 2026, subject to continuous employment with the Company through March 15, 2027.
F5 Restricted stock units granted to reporting person on January 3, 2024; unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.
F6 Restricted stock units granted to reporting person on February 27, 2025; unless earlier forfeited under the terms of the RSU, 33-1/3% of the awards vest and convert into Common Stock on each of the first three anniversaries of the grant date.
F7 Stock Options granted to reporting person on 2/27/2025; unless earlier forfeited under the terms of the Options, 100% of the options vest and become exercisable on the third anniversary of the grant date.