ALDRIDGE BILLY VERN (President, Electronics) exercised options at HELIOS TECHNOLOGIES, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 2 exercises
Filed: 1/6/2026ACC: 0000950130-26-000059
Officer· President, Electronics
Since Mar 2026
-392.00
Net shares
Net seller
$21.4K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
1.15K acquired · 1.54K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+541.00
Price / share
$54.71
Trade value
$29.60K
% of position
1643.1%
1/3/2026
32.92→573.92
Common Stock
Direct
Shares
−185.00
Price / share
$54.71
Trade value
$10.12K
% of position
32.2%
1/3/2026
573.92→388.93
Common Stock
Direct
Shares
+606.00
Price / share
$54.71
Trade value
$33.15K
% of position
155.8%
1/3/2026
388.92→994.92
Common Stock
Direct
Shares
−207.00
Price / share
$54.71
Trade value
$11.32K
% of position
20.8%
1/3/2026
994.92→787.92
Total
Net shares
+755.00
Net value
$41.31K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 1/3/2026 | M · Option Exercise | +541.00 | $54.71 | $29.60K | 1643.1% | 32.92 | 573.92 |
| Common Stock Direct | 1/3/2026 | F · Tax Withholding | −185.00 | $54.71 | $10.12K | 32.2% | 573.92 | 388.93 |
| Common Stock Direct | 1/3/2026 | M · Option Exercise | +606.00 | $54.71 | $33.15K | 155.8% | 388.92 | 994.92 |
| Common Stock Direct | 1/3/2026 | F · Tax Withholding | −207.00 | $54.71 | $11.32K | 20.8% | 994.92 | 787.92 |
| Total | +755.00 | $41.31K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
541.00 shares
Shares
−541.00
Strike price
0
Held after
542.00
Exercisable
—
1/3/2026
Restricted Stock Units
Direct
Converts to
Common Stock
606.00 shares
Shares
−606.00
Strike price
0
Held after
1.21K
Exercisable
—
1/3/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock541.00 shares | 1/3/2026 | M · Option Exercise | −541.00 | 0 | — | 542.00 |
| Restricted Stock Units Direct | Common Stock606.00 shares | 1/3/2026 | M · Option Exercise | −606.00 | 0 | — | 1.21K |