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 · 1 exercise
Filed: 10/5/2026ACC: 0001193125-26-414492
DirectorOfficer· President and CEO
Since Mar 2026
-304.00
Net shares
Net seller
$20.9K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
771.00 acquired · 1.07K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+771.00
Price / share
$68.89
Trade value
$53.11K
% of position
3.8%
10/1/2026
20.49K→21.26K
Common Stock
Direct
Shares
−304.00
Price / share
$68.89
Trade value
$20.94K
% of position
1.4%
10/1/2026
21.26K→20.95K
Total
Net shares
+467.00
Net value
$32.17K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 10/1/2026 | M · Option Exercise | +771.00 | $68.89 | $53.11K | 3.8% | 20.49K | 21.26K |
| Common Stock Direct | 10/1/2026 | F · Tax Withholding | −304.00 | $68.89 | $20.94K | 1.4% | 21.26K | 20.95K |
| Total | +467.00 | $32.17K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Common Stock
771.00 shares
Shares
−771.00
Strike price
0
Held after
0.00
Exercisable
—
10/1/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock771.00 shares | 10/1/2026 | M · Option Exercise | −771.00 | 0 | — | 0.00 |