Transaction · 0001193125-26-414492

Bagan Sean

Bagan Sean, PRES, reported a transaction classified as withholding at HELIOS TECHNOLOGIES, INC. involving 304.000000 shares for an estimated $20942.56. Reported holdings after the transaction were 20953.034400 shares. A 10b5-1 reference was not detected in the stored filing text.

withholdingSEC transaction code FPRES
HLIOHELIOS TECHNOLOGIES, INC.
Filing timeOct 05
Trade dateOct 01, 2026
Filing · SECView on SEC
InsiderProfile
% of reported position tradedUnavailableCalculated only for code-P purchases and code-S sales.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$70.93
Pre-filing
1mo ago -0.7%1w ago -3.6%1d ago -4.2%
Returns since
7d30d90d180d1y

HLIO price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
HLIO since 2026-10-05Filed yesterday · 1 day of post-filing data
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
withholding
Code F
Identifier
0001193125-26-414492
Common Stock
Transaction date
Oct 01, 2026
Filed Oct 05, 2026, 09:27 PM · 4d delay
Shares
304 sh
$68.89 per share
Estimated value
-$20.9k
Computed from shares × price
Holdings after
20.9k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership
-16score
Filing-only score

-16

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

President and CEO

Officer YesDirector Yes10% NoOther No
Footnotes & amended
  1. F1

    Includes 401.0344 shares aquired under the Issuer's Employee Stock Purchase Plan (ESPP) through September 30, 2026, in transactions exempt under Rule 16b-3(c).

  2. F2

    No shares were sold - these shares were withheld by the issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units.

  3. F3

    Each RSU represents the right to receive, following vesting, one share of Common Stock.

  4. F4

    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.

Original filing · 0001193125-26-414492
Related transactions

0 other filings

Same reporting owner
Recent company activity

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