BAGAN SEAN (President and CEO) 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: 0001193125-26-005176
DirectorOfficer· President and CEO
Since Mar 2026
-2.20K
Net shares
Net seller
$120.4K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
8.31K acquired · 10.51K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+2.41K
Price / share
$54.71
Trade value
$131.63K
% of position
24.5%
1/3/2026
9.82K→12.23K
Common Stock
Direct
Shares
−586.00
Price / share
$54.71
Trade value
$32.06K
% of position
4.8%
1/3/2026
12.23K→11.64K
Common Stock
Direct
Shares
+5.90K
Price / share
$54.71
Trade value
$323.01K
% of position
50.7%
1/3/2026
11.64K→17.55K
Common Stock
Direct
Shares
−1.61K
Price / share
$54.71
Trade value
$88.30K
% of position
9.2%
1/3/2026
17.55K→15.93K
Total
Net shares
+6.11K
Net value
$334.28K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 1/3/2026 | M · Option Exercise | +2.41K | $54.71 | $131.63K | 24.5% | 9.82K | 12.23K |
| Common Stock Direct | 1/3/2026 | F · Tax Withholding | −586.00 | $54.71 | $32.06K | 4.8% | 12.23K | 11.64K |
| Common Stock Direct | 1/3/2026 | M · Option Exercise | +5.90K | $54.71 | $323.01K | 50.7% | 11.64K | 17.55K |
| Common Stock Direct | 1/3/2026 | F · Tax Withholding | −1.61K | $54.71 | $88.30K | 9.2% | 17.55K | 15.93K |
| Total | +6.11K | $334.28K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
2.41K shares
Shares
−2.41K
Strike price
0
Held after
2.41K
Exercisable
—
1/3/2026
Common Stock
Direct
Converts to
Common Stock
5.90K shares
Shares
−5.90K
Strike price
Held after
11.81K
Exercisable
—
1/3/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock2.41K shares | 1/3/2026 | M · Option Exercise | −2.41K | 0 | — | 2.41K |
| Common Stock Direct | Common Stock5.90K shares | 1/3/2026 | M · Option Exercise | −5.90K | — | 11.81K |