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Bagan Sean

Disclosed activity across 1 company

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62111
SEC CIK
0001988429

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399Director · President and CEOOctober 01, 2026October 05, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

HELIOS TECHNOLOGIES, INC.

Report date October 01, 2026 · Filed October 05, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect21,257.0344 Reported balance After 2026-10-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-10-01 · Exercise / conversion · Acquired 771 · Balance 21,257.0344

F1: Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c).

Common StockSEC Table I · non-derivativeDirect20,953.0344 Reported balance After 2026-10-01 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-10-01 · Tax withholding · Disposed 304 · Balance 20,953.0344

F2: 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.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2026-10-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-10-01 · Exercise / conversion · Disposed 771 · Balance 0

F3: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4: 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.

Filing footnotes · ownership attribution and instrument terms

F1: Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c).

F2: 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.

F3: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4: 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.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 5, 2026 21:27 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 771 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-414492 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 771 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4 · derivative.exercise_date: 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.

F4 · derivative.expiration_date: 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.

Read SEC document
October 01, 2026 Filed Oct 5, 2026 21:27 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 304 $68.89 $20,942.56
Disclosure

SEC source: 0001193125-26-414492 · ownership.xml · nonDerivative · entry 2

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,953.0344

F2 · shares: 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.

Read SEC document
October 01, 2026 Filed Oct 5, 2026 21:27 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 771 $68.89 $53,114.19
Disclosure

SEC source: 0001193125-26-414492 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,257.0344

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c).

Read SEC document
September 11, 2026 Filed Sep 15, 2026 20:12 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 747 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-391925 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 747 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F4 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F4 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
September 11, 2026 Filed Sep 15, 2026 20:12 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 294 $70.66 $20,774.04
Disclosure

SEC source: 0001193125-26-391925 · ownership.xml · nonDerivative · entry 2

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,460.0631

F2 · shares: 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.

Read SEC document
September 11, 2026 Filed Sep 15, 2026 20:12 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 747 $70.66 $52,783.02
Disclosure

SEC source: 0001193125-26-391925 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,754.0631

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 375.0631 shares acquired under the Issuer's Employee Stock Purchase Plan (ESPP) through June 30, 2026, in transactions exempt under Rule 16b-3(c).

Read SEC document
March 05, 2026 Filed Mar 9, 2026 20:02 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance Stock Options (right to buy) · Derivative 38,846 $0.00 Strike: $67.61 $0.00
Disclosure

SEC source: 0001193125-26-098448 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,846

Underlying: Common Stock · 38,846 shares

Expires not disclosed

F3 · derivative.exercise_date: The performance stock options granted to the reporting person on March 5, 2026, 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 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.

F3 · derivative.expiration_date: The performance stock options granted to the reporting person on March 5, 2026, 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 2026 and ending the last day of the fiscal year of 2028, subject to continuous employment with the Company through March 15, 2029. Stock options expire 10 years from the date of grant.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 20:02 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 18,770 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-098448 · ownership.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,770

Underlying: Common Stock · 18,770 shares

Expires not disclosed

F2 · derivative.exercise_price: 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, 2027, January 3, 2028, and January 3, 2029.

F2 · derivative.exercise_date: 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, 2027, January 3, 2028, and January 3, 2029.

F2 · derivative.expiration_date: 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, 2027, January 3, 2028, and January 3, 2029.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 20:02 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantCommon Stock 3,698 $67.61 $250,021.78
Disclosure

SEC source: 0001193125-26-098448 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,632

F1 · shares: The restricted stock units granted to the reporting person on March 5, 2026, were approved by the Company's Compensation Committee as a one-time special equity award. The award vested immediately upon grant on March 5, 2026, and was settled in shares of the Company's Common Stock on a one-for-one basis on the same date, subject to the reporting person's continued employment through the vesting date.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:16 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock · Derivative 5,904 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-005176 · ownership.xml · derivative · entry 6

Bagan Sean · CIK 0001988429 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,810

Underlying: Common Stock · 5,904 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3 · derivative.exercise_date: 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.

F3 · derivative.expiration_date: 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.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:16 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 2,406 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-005176 · ownership.xml · derivative · entry 5

Bagan Sean · CIK 0001988429 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,406

Underlying: Common Stock · 2,406 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3 · derivative.exercise_date: 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.

F3 · derivative.expiration_date: 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.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:16 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 1,614 $54.71 $88,301.94
Disclosure

SEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 4

Bagan Sean · CIK 0001988429 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,934

F1 · shares: 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.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:16 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 5,904 $54.71 $323,007.84
Disclosure

SEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 3

Bagan Sean · CIK 0001988429 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,548

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:16 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 586 $54.71 $32,060.06
Disclosure

SEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 2

Bagan Sean · CIK 0001988429 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,644

F1 · shares: 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.

Read SEC document
January 03, 2026 Filed Jan 7, 2026 02:16 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 2,406 $54.71 $131,632.26
Disclosure

SEC source: 0001193125-26-005176 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,230

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 771 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-230121 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 771

Underlying: Common Stock · 771 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3 · derivative.exercise_date: 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 · derivative.expiration_date: 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.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 188 $52.39 $9,849.32
Disclosure

SEC source: 0001193125-25-230121 · ownership.xml · nonDerivative · entry 2

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,824

F1 · shares: 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.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:06 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 771 $52.39 $40,392.69
Disclosure

SEC source: 0001193125-25-230121 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,012

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:22 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 748 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-203608 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747

Underlying: Common Stock · 748 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F3 · derivative.expiration_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:22 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Tax withholdingCommon Stock 183 $55.89 $10,227.87
Disclosure

SEC source: 0001193125-25-203608 · ownership.xml · nonDerivative · entry 2

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,241

F1 · shares: 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.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 20:22 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 748 $55.89 $41,805.72
Disclosure

SEC source: 0001193125-25-203608 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,424

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:35 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance Stock Options (right to buy) · Derivative 37,927 $0.00 Strike: $39.80 $0.00
Disclosure

SEC source: 0000950170-25-031161 · ownership.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,927

Underlying: Common Stock · 37,927 shares

Expires not disclosed

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 23:35 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 17,714 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-031161 · ownership.xml · derivative · entry 1

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,714

Underlying: Common Stock · 17,714 shares

Expires not disclosed

F1 · derivative.exercise_price: 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 2,406 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-002858 · ownership.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,812

Underlying: Common Stock · 2,406 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
January 03, 2025 Filed Jan 7, 2025 21:26 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 2,406 $44.37 $106,754.22
Disclosure

SEC source: 0000950170-25-002858 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · President, CEO , and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,676

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 23:53 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 770 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-112642 · ownership.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,542

Underlying: Common Stock · 770 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 23:53 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 770 $47.35 $36,459.50
Disclosure

SEC source: 0000950170-24-112642 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,270

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 23:29 UTC Amendment HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantStock Options (right to buy) · Derivative 5,342 $0.00 Strike: $40.13 $0.00
Disclosure

SEC source: 0000950170-24-106547 · ownership.xml · derivative · entry 1

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,342

Underlying: Common Stock · 5,342 shares

Expires 2034-09-11

F1 · derivative.expiration_date: Stock Options granted to reporting person on 9/11/2024; 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.

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September 11, 2024 Filed Sep 13, 2024 20:38 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantStock Options (right to buy) · Derivative 2,243 $0.00 Strike: $40.13 $0.00
Disclosure

SEC source: 0000950170-24-106405 · ownership.xml · derivative · entry 3

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,243

Underlying: Common Stock · 2,243 shares

Expires 2034-09-11

F5 · derivative.expiration_date: Stock Options granted to reporting person on 9/11/2024; 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.

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September 11, 2024 Filed Sep 13, 2024 20:38 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 1,495 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-106405 · ownership.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,495

Underlying: Common Stock · 1,495 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F3 · derivative.exercise_date: Restricted stock units granted to reporting person on 9/11/2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.

F4 · derivative.expiration_date: N/A

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September 11, 2024 Filed Sep 13, 2024 20:38 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-106405 · ownership.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,500

F1 · shares: This is a grant of immediately-vesting restricted stock units.

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January 03, 2024 Filed Jan 5, 2024 23:20 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 7,218 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001063 · doc4.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,218

Underlying: Common Stock · 7,218 shares

Expires not disclosed

F2 · derivative.exercise_price: 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 the first three anniversaries of the grant date.

F2 · derivative.exercise_date: 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 the first three anniversaries of the grant date.

F2 · derivative.expiration_date: 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 the first three anniversaries of the grant date.

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January 03, 2024 Filed Jan 5, 2024 23:20 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance-Based Restricted Stock Units · Derivative 7,219 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-001063 · doc4.xml · derivative · entry 1

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,219

Underlying: Common Stock · 7,219 shares

Expires not disclosed

F1 · derivative.exercise_price: 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

F1 · derivative.exercise_date: 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

F1 · derivative.expiration_date: 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

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January 02, 2024 Filed Jan 3, 2024 13:58 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionRestricted Stock Units · Derivative 4,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-24-000267 · doc4.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents the right to receive, following vesting, one share of Common Stock.

F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, 100% of the award vests and converts into Common Stock on January 2, 2024.

F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, 100% of the award vests and converts into Common Stock on January 2, 2024.

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January 02, 2024 Filed Jan 3, 2024 13:58 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 Exercise / conversionCommon Stock 4,000 $44.68 $178,720.00
Disclosure

SEC source: 0001209191-24-000267 · doc4.xml · nonDerivative · entry 1

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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October 01, 2023 Filed Oct 2, 2023 17:36 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantPerformance-Based Restricted Stock Units · Derivative 2,312 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050961 · doc4.xml · derivative · entry 2

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,312

Underlying: Common Stock · 2,312 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units granted to reporting person on October 1, 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 · derivative.exercise_date: Restricted stock units granted to reporting person on October 1, 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 · derivative.expiration_date: Restricted stock units granted to reporting person on October 1, 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.

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October 01, 2023 Filed Oct 2, 2023 17:36 UTC HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 GrantRestricted Stock Units · Derivative 2,312 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050961 · doc4.xml · derivative · entry 1

Bagan Sean · CIK 0001988429 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,312

Underlying: Common Stock · 2,312 shares

Expires not disclosed

F1 · derivative.exercise_price: 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 the first three anniversaries of the grant date.

F1 · derivative.exercise_date: 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 the first three anniversaries of the grant date.

F1 · derivative.expiration_date: 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 the first three anniversaries of the grant date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.