{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-008780","form_type":"8-K","ticker":"HLIO","cik":"0001024795","company_name":"HELIOS TECHNOLOGIES, INC.","filed_at":"2023-03-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:43.554825+00:00","generated_at":"2026-06-17T22:48:23.393711+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"CVT President Jason Morgan resigns; Rick Martich appointed interim president","bullets":["Jason Morgan resigns as President of CVT effective March 30, 2023; transition agreement includes $350k annual base salary for 12 months.","2023 short-term incentive at target (60% of base salary) and COBRA benefits continuation for 12 months.","Lump-sum payment of $419,113 in lieu of vesting of 2024 time-based and performance shares based on HLIO closing price on March 17, 2023.","Rick Martich, SVP Global Operations & Systems Sales, assumes role of interim CVT President."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-008780","json":"https://secwatch.observer/filing/0000950170-23-008780.json","markdown":"https://secwatch.observer/filing/0000950170-23-008780.md","text":"https://secwatch.observer/filing/0000950170-23-008780.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1024795/000095017023008780/0000950170-23-008780-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1024795/000095017023008780/hlio-20230320.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T22:48:23.393711+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b4fb0ecfe1","claim":"Rick Martich was appointed as interim CVT President at HELIOS TECHNOLOGIES, INC..","evidence_excerpt":"The Company has further announced, and consistent with its standard succession planning, that Rick Martich, presently the Senior Vice President, Global Operations & Systems Sales of Helios Technologies, will assume the role of interim CVT President.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1024795/000095017023008780/0000950170-23-008780-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"interim CVT President"}],"fact_type":"executive_change"},{"claim_id":"f176e0bed7","claim":"Jason Morgan resigned as President of CVT at HELIOS TECHNOLOGIES, INC..","evidence_excerpt":"On March 20, 2023, Jason Morgan, the President of CVT, informed the Company of his intent to resign, effective March 30, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1024795/000095017023008780/0000950170-23-008780-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"President of CVT"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}