HELIOS TECHNOLOGIES, INC. — Form 10-Q
Filed August 11, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 18/100
What the filing says
Helios Technologies approved a new 2023 Equity Incentive Plan on June 1, 2023, authorizing 1,000,000 shares for grants of options, RSUs, restricted stock, SARs, and cash awards to employees, directors, and consultants. The Plan replaced the prior 2019 plan; no grants will be made under the predecessor after June 1, 2023. Key terms include: RSUs vesting over 3 years (Jan 2026-2028); options with $39.80 exercise price vesting based on performance through Dec 31, 2027; 12-month non-compete and non-solicitation restrictions; and clawback provisions. The filing is a standard prospectus documenting the plan terms and tax consequences.
Why this rating
Routine equity plan adoption; 1M shares ~0.9% of fully diluted cap at $1.1B market value. Standard governance event, not material to business trajectory.
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