MARTICH FREDERICK JOSEPH (Pres. of Hydraulics, MCT) 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: 0001193125-26-005181
Officer· Pres. of Hydraulics, MCT
Since Mar 2026
-1.04K
Net shares
Net seller
$56.7K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
2.32K acquired · 3.36K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+937.00
Price / share
$54.71
Trade value
$51.26K
% of position
7.7%
1/3/2026
12.16K→13.10K
Common Stock
Direct
Shares
−419.00
Price / share
$54.71
Trade value
$22.92K
% of position
3.2%
1/3/2026
13.10K→12.68K
Common Stock
Direct
Shares
+1.38K
Price / share
$54.71
Trade value
$75.61K
% of position
10.9%
1/3/2026
12.68K→14.06K
Common Stock
Direct
Shares
−618.00
Price / share
$54.71
Trade value
$33.81K
% of position
4.4%
1/3/2026
14.06K→13.44K
Total
Net shares
+1.28K
Net value
$70.14K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 1/3/2026 | M · Option Exercise | +937.00 | $54.71 | $51.26K | 7.7% | 12.16K | 13.10K |
| Common Stock Direct | 1/3/2026 | F · Tax Withholding | −419.00 | $54.71 | $22.92K | 3.2% | 13.10K | 12.68K |
| Common Stock Direct | 1/3/2026 | M · Option Exercise | +1.38K | $54.71 | $75.61K | 10.9% | 12.68K | 14.06K |
| Common Stock Direct | 1/3/2026 | F · Tax Withholding | −618.00 | $54.71 | $33.81K | 4.4% | 14.06K | 13.44K |
| Total | +1.28K | $70.14K | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
937.00 shares
Shares
−937.00
Strike price
0
Held after
938.00
Exercisable
—
1/3/2026
Restricted Stock Units
Direct
Converts to
Common Stock
1.38K shares
Shares
−1.38K
Strike price
0
Held after
2.76K
Exercisable
—
1/3/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock937.00 shares | 1/3/2026 | M · Option Exercise | −937.00 | 0 | — | 938.00 |
| Restricted Stock Units Direct | Common Stock1.38K shares | 1/3/2026 | M · Option Exercise | −1.38K | 0 | — | 2.76K |