AlphaYouHLIO: Bagan Sean discloses securities transactions
By AlphaYouPublished Form 4
Bagan Sean
Reporting filer
Bagan Sean reported Exercise or conversion in HELIOS TECHNOLOGIES, INC.: 771 units of Common Stock, dated 2026-10-01. The full Form 4 contains 3 transaction entries.
- Disclosed
- Oct 5, 2026
Reported details
3 entries| Security | Owner | Date | Code | Action | Quantity | Price | Following holdings | Reporting delay | Filed terms and references |
|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Bagan Sean | 2026-10-01 | M | Exercise or conversion | 771 | 68.89 | 21,257.034 | 4 days | Filed terms
|
| Common Stock | Bagan Sean | 2026-10-01 | F | Tax/exercise withholding | 304 | 68.89 | 20,953.034 | 4 days | Filed terms
|
| Restricted Stock Units (derivative) | Bagan Sean | 2026-10-01 | M | Exercise or conversion | 771 | 0 | 0 | 4 days | Filed terms
|
Common Stock
- Owner
- Bagan Sean
- Date
- 2026-10-01
- Code
- M
- Action
- Exercise or conversion
- Quantity
- 771
- Price
- 68.89
- Following holdings
- 21,257.034
- Reporting delay
- 4 days
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-10-01
- transaction Form Type: 4
- transaction Code: M
- equity Swap Involved: false
- transaction Shares: 771
- transaction Price Per Share: 68.89
- transaction Acquired Disposed Code: A
- shares Owned Following Transaction: 21257.0344
- id: F1
- direct Or Indirect Ownership: D
Common Stock
- Owner
- Bagan Sean
- Date
- 2026-10-01
- Code
- F
- Action
- Tax/exercise withholding
- Quantity
- 304
- Price
- 68.89
- Following holdings
- 20,953.034
- Reporting delay
- 4 days
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-10-01
- transaction Form Type: 4
- transaction Code: F
- equity Swap Involved: false
- transaction Shares: 304
- id: F2
- transaction Price Per Share: 68.89
- transaction Acquired Disposed Code: D
- shares Owned Following Transaction: 20953.0344
- direct Or Indirect Ownership: D
Restricted Stock Units (derivative)
- Owner
- Bagan Sean
- Date
- 2026-10-01
- Code
- M
- Action
- Exercise or conversion
- Quantity
- 771
- Price
- 0
- Following holdings
- 0
- Reporting delay
- 4 days
- Filed terms and references
Filed terms
- security Title: Restricted Stock Units
- conversion Or Exercise Price: 0
- id: F3
- transaction Date: 2026-10-01
- transaction Form Type: 4
- transaction Code: M
- equity Swap Involved: false
- transaction Shares: 771
- transaction Price Per Share: 0
- transaction Acquired Disposed Code: D
- id: F4
- id: F4
- underlying Security Title: Common Stock
- underlying Security Shares: 771
- shares Owned Following Transaction: 0
- direct Or Indirect Ownership: D
Purchases, sales, grants and option exercises are different transactions. The reported code identifies the action; it does not establish a motive.
Filing context
- Quantities and prices are shown in the units filed. No trade value is inferred from their product.
- Bagan Sean: President and CEO, Director.
- 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.
Original sources
Prepared automatically from public filing data. Report a correction.