Jeremy Scott Evans, Chief Financial Officer of Helios Technologies, Inc. (NYSE:HLIO), filed a Form 4 on September 15, 2026, disclosing changes in beneficial ownership resulting from the vesting of restricted stock units on September 11, 2026.

Key Highlights

  • RSU Vesting: 374 restricted stock units vested and converted to common stock on September 11, 2026, at a price of $70.66 per share.
  • Tax Withholding: 92 shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting; no shares were sold.
  • Net Ownership: Following the transactions, Evans directly holds 1,201 shares of common stock.
  • RSU Grant Origin: The vested units were granted on September 11, 2024, with 50% vesting on each of the first two anniversaries of the grant date.
  • Remaining Derivative Holdings: Evans holds 0 restricted stock units following the reported transaction.

Helios Technologies CFO's RSU Vesting Details and Resulting Share Position

According to the filing, Jeremy Scott Evans, serving as Chief Financial Officer of Helios Technologies, Inc., reported two transactions in common stock on September 11, 2026. The first was a code "M" transaction, reflecting the acquisition of 374 shares of common stock at $70.66 per share upon the vesting of restricted stock units. This brought his directly held shares to 1,293 following that event.

A second transaction, coded "F," recorded the disposition of 92 shares at $70.66 per share. The filing's explanation of responses states: "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." After this withholding, Evans's directly held common stock position stood at 1,201 shares, according to the filing.

In Table II, the filing discloses that the 374 restricted stock units were acquired under a grant dated September 11, 2024. Each RSU represented the right to receive one share of common stock following vesting. The filing notes that "50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date," with a conversion or exercise price of $0. Following the reported transaction, Evans holds 0 remaining restricted stock units. The Form 4 was signed by Marc Greenberg as Attorney-in-Fact for Jeremy Scott Evans and filed on September 15, 2026.

What Was Disclosed

The filing reported the vesting of 374 RSUs into common stock and the withholding of 92 shares for taxes by the issuer on September 11, 2026, leaving the Helios Technologies CFO with a direct holding of 1,201 shares of common stock.