---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-23-033266"
form_type: "8-K"
ticker: "HLIO"
cik: "0001024795"
company_name: "HELIOS TECHNOLOGIES, INC."
filed_at: "2023-07-18T23:59:59+00:00"
generated_at: "2026-06-13T06:47:25.314084+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-23-033266
- form_type: 8-K
- ticker: HLIO
- cik: 0001024795
- company_name: HELIOS TECHNOLOGIES, INC.
- filed_at: 2023-07-18T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1024795/000095017023033266/0000950170-23-033266-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1024795/000095017023033266/hlio-20230718.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-23-033266
- JSON: https://secwatch.observer/filing/0000950170-23-033266.json
- Plain text: https://secwatch.observer/filing/0000950170-23-033266.txt

## Key facts
- Executive change
  Sean P. Bagan was appointed as Chief Financial Officer at HELIOS TECHNOLOGIES, INC..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: 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”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1024795/000095017023033266/0000950170-23-033266-index.htm
- Executive change
  Tricia L. Fulton retired as Chief Financial Officer at HELIOS TECHNOLOGIES, INC..
  - Action: retired
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1024795/000095017023033266/0000950170-23-033266-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.