Walsh Files Form 4 for Helios Technologies; Insider Ownership Change
| Field | Detail |
|---|---|
| Company | Walsh Ian K. |
| Form Type | 4 |
| Filed Date | Mar 23, 2026 |
| Risk Level | low |
| Pages | 2 |
| Reading Time | 2 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: insider-filing, ownership-change, form-4
TL;DR
**Insider Walsh filed a Form 4 for Helios, signaling a change in his stake.**
AI Summary
This Form 4 filing, dated March 23, 2026, indicates that Ian K. Walsh, a reporting person, has filed a statement of changes in beneficial ownership of securities for Helios Technologies, Inc. (CIK: 0001024795). While the filing itself doesn't detail specific transactions, it signals that Walsh, likely an insider, has had a change in his holdings. This matters to investors because insider activity can sometimes signal management's confidence (or lack thereof) in the company's future prospects, potentially influencing stock price.
Why It Matters
Insider transaction filings like this provide transparency into how company executives and directors are managing their personal stakes, which can be a valuable signal for investors.
Risk Assessment
Risk Level: low — This filing is purely administrative, reporting a change in beneficial ownership, and does not inherently carry significant risk without transaction details.
Analyst Insight
A smart investor would monitor subsequent filings or the full document (if available) for specific transaction details (buy/sell, share count, price) to understand the nature and magnitude of Ian K. Walsh's change in ownership, as this filing only indicates a change occurred.
Key Players & Entities
- Walsh Ian K. (person) — Reporting Person
- Helios Technologies, Inc. (company) — Issuer
- 0001742930 (person) — CIK of Ian K. Walsh
- 0001024795 (company) — CIK of Helios Technologies, Inc.
FAQ
What is the purpose of this Form 4 filing by Ian K. Walsh?
This Form 4 filing, dated March 23, 2026, is a 'Statement of changes in beneficial ownership of securities' for Ian K. Walsh regarding his holdings in Helios Technologies, Inc. It indicates that there has been a change in his beneficial ownership of the company's securities.
Which company is associated with this Form 4 filing?
The company associated with this Form 4 filing is Helios Technologies, Inc., with CIK 0001024795. Its business address is 7456 SIXTEENTH STREET EAST SARASOTA FL 34243.
Filing Stats: 611 words · 2 min read · ~2 pages · Grade level 8.1 · Accepted 2026-03-23 17:03:13
Filing Documents
- ownership.html (4)
- ownership.xml (4) — 4KB
- 0001193125-26-119954.txt ( ) — 5KB
From the Filing
SEC FORM 4 SEC Form 4 FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 OMB APPROVAL OMB Number: 3235-0287 Estimated average burden hours per response: 0.5 Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b). Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10. 1. Name and Address of Reporting Person * Walsh Ian K. (Last) (First) (Middle) C/O HELIOS TECHNOLOGIES, INC. 7456 16TH ST E (Street) SARASOTA FLORIDA 34243 (City) (State) (Zip) UNITED STATES (Country) 2. Issuer Name and Ticker or Trading Symbol HELIOS TECHNOLOGIES, INC. [ HLIO ] 5. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 2a. Foreign Trading Symbol 3. Date of Earliest Transaction (Month/Day/Year) 03/19/2026 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person 4. If Amendment, Date of Original Filed (Month/Day/Year) Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned 1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4) Code V Amount (A) or (D) Price Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4) Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares Restricted Stock Units (1) 03/19/2026 A 608 03/19/2027 (1) Common Stock 608 $ 0 608 D Explanation of Responses: 1. Each RSU represents the right to receive, following vesting, one share of Common Stock. Upon vesting, there is no expiration. /s/ Marc Greenberg, Attorney-in-Fact for Ian Walsh 03/23/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 4 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 4: SEC 1474 (03-26)