Helios CFO Tricia Fulton retiring Aug 8; Sean Bagan (ex-Polaris) named successor

HELIOS TECHNOLOGIES, INC.

CFO Tricia Fulton retires after 26 years; will serve as advisor for 1 year at $40k bi-weekly fee.
Sean Bagan appointed CFO effective Aug 9, 2023; previously 23 years at Polaris (PII).
Bagan base salary $440k; STI target 65%, LTI target 140% of base; 4,000 RSU sign-on award.
Bagan also receives $30k relocation; severance agreement includes 12-month salary continuation.
Transition advisory agreement includes restrictive covenants; Fulton exits after Aug 8 earnings call.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Sean P. Bagan

Chief Financial Officer

HLIO · HELIOS TECHNOLOGIES, INC.

Effective: 2023-08-09
Filed: July 18, 2023, 7:59 PM ET

On July 18, 2023, the Company announced that Sean P. Bagan has been appointed to succeed Ms. Fulton as Chief Financial Officer on August 9, 2023 (“Effective Date”).

Departed

Tricia L. Fulton

Chief Financial Officer

HLIO · HELIOS TECHNOLOGIES, INC.

Effective: 2023-08-08
Successor: Sean P. Bagan
Filed: July 18, 2023, 7:59 PM ET

Tricia L. Fulton, Executive Vice President, and Chief Financial Officer of Helios Technologies Inc. (the “Company”) notified the Company of her decision to retire, effective at the end of day on August 8, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sean P. Bagan was appointed as Chief Financial Officer at HELIOS TECHNOLOGIES, INC..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On July 18, 2023, the Company announced that Sean P. Bagan has been appointed to succeed Ms. Fulton as Chief Financial Officer on August 9, 2023 (“Effective Date”).

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Tricia L. Fulton retired as Chief Financial Officer at HELIOS TECHNOLOGIES, INC..

Action: retired
Role: Chief Financial Officer

Exact text from the filing

Tricia L. Fulton, Executive Vice President, and Chief Financial Officer of Helios Technologies Inc. (the “Company”) notified the Company of her decision to retire, effective at the end of day on August 8, 2023.

View on SEC.gov

HELIOS TECHNOLOGIES, INC. filing history →

Source: SEC EDGAR

accession 0000950170-23-033266

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.