Martich Frederick Joseph exercised Helios Technologies Options at $70.66 per share, while separate transactions changed his share and derivative-security holdings. The exercise represented about 5.2% of his resulting shares, and the derivative transaction represented about 100.0% of his prior derivative securities holding, giving investors the reported scale of each change.

Key Highlights

  • The forfeiture left Martich Frederick Joseph with 14,182 Helios Technologies shares.
  • The filing reports that the option exercise was recorded at $70.66 per share on 11 September 2026.
  • The derivative-security transaction left Martich Frederick Joseph with no derivative securities.

Martich Frederick Joseph exercised Helios Technologies (NYSE: HLIO) options at $70.66 per share on 11 September 2026, leaving him with 14,476 shares. A separate forfeiture transaction was recorded on the same date.

Helios Share And Derivative Transactions

The option exercise carried transaction code M, while the forfeiture carried transaction code F. After the forfeiture, Joseph owned 14,182 shares of Helios Technologies. The derivative-security transaction left him with no derivative securities.

Reported Scale Of The Holdings Changes

The option exercise represented about 5.2% of Joseph’s resulting share holding. The forfeiture represented about 2.0% of his prior share holding. The derivative-security transaction represented about 100.0% of his prior derivative securities holding. The transaction codes used here mean: F denotes shares withheld or delivered to cover taxes or an exercise price; M denotes the exercise or conversion of a derivative security.