Helios Technologies Inc.

09/23/2025 | Press release | Distributed by Public on 09/23/2025 15:46

Initial Statement of Beneficial Ownership (Form 3)

FORM 3
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940
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(Print or Type Responses)
1. Name and Address of Reporting Person *
Evans Jeremy Scott
2. Date of Event Requiring Statement (Month/Day/Year)
09/01/2025
3. Issuer Name and Ticker or Trading Symbol
HELIOS TECHNOLOGIES, INC. [HLIO]
(Last) (First) (Middle)
C/O HELIOS TECHNOLOGIES, INC., 7456 16TH ST E
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
_____ Director _____ 10% Owner
__X__ Officer (give title below) _____ Other (specify below)
Chief Accounting Officer
5. If Amendment, Date Original Filed (Month/Day/Year)
(Street)
SARASOTA, FL 34243
6. Individual or Joint/Group Filing (Check Applicable Line)
_X_ Form filed by One Reporting Person
___ Form filed by More than One Reporting Person
(City) (State) (Zip)
Table I - Non-Derivative Securities Beneficially Owned
1.Title of Security
(Instr. 4)
2. Amount of Securities Beneficially Owned
(Instr. 4)
3. Ownership Form: Direct (D) or Indirect (I)
(Instr. 5)
4. Nature of Indirect Beneficial Ownership
(Instr. 5)
Common Stock 195 D
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. SEC 1473 (7-02)
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Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security
(Instr. 4)
2. Date Exercisable and Expiration Date
(Month/Day/Year)
3. Title and Amount of Securities Underlying Derivative Security
(Instr. 4)
4. Conversion or Exercise Price of Derivative Security 5. Ownership Form of Derivative Security: Direct (D) or Indirect (I)
(Instr. 5)
6. Nature of Indirect Beneficial Ownership
(Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Options (right to buy) 09/11/2027(1) 09/11/2034(1) Common Stock 2,671 $40.13 D
Stock Options (right to buy) 03/15/2028(2) 02/27/2035(2) Common Stock 2,118 $39.8 D
Performance-Based Restricted Stock Units (3) (3) Common Stock 836 $0 D
Restricted Stock Units (4) (4) Common Stock 557 $0(5) D
Restricted Stock Units (6) (6) Common Stock 748 $0(5) D
Restricted Stock Units (7) (7) Common Stock 990 $0(5) D

Reporting Owners

Reporting Owner Name / Address Relationships
Director 10% Owner Officer Other
Evans Jeremy Scott
C/O HELIOS TECHNOLOGIES, INC.
7456 16TH ST E
SARASOTA, FL 34243
Chief Accounting Officer

Signatures

/s/ Marc Greenberg, Attorney-in-Fact for Jeremy Scott Evans 09/23/2025
**Signature of Reporting Person Date

Explanation of Responses:

* If the form is filed by more than one reporting person, see Instruction 5(b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
(1) Stock Options granted to reporting person on September 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.
(2) 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.
(3) The performance based restricted stock units granted to the reporting person on April 1, 2024, 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 2024 and ending on the last day of the fiscal year of 2027.
(4) Restricted stock units granted to reporting person on April 1, 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.
(5) Each RSU represents the right to receive, following vesting, one share of Common Stock.
(6) Restricted stock units granted to reporting person on September 11, 2024, 50% of the awards vest and convert into Common Stock on each of the first two anniversaries of the grant date.
(7) Restricted stock units granted to reporting person on February 17, 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.

Remarks:
Ex. 24.1 Power of Attorney;

The filing was delayed due to delays in obtaining valid filing credentials from EDGAR Next.
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, See Instruction 6 for procedure. Potential persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB number.
Helios Technologies Inc. published this content on September 23, 2025, and is solely responsible for the information contained herein. Distributed via SEC EDGAR on September 23, 2025 at 21:47 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]