As of June 02, 2026, Helios Technologies's top three insider holders are Josef Matosevic (President And Ceo, 78.21K shares), Philippe Lemaitre (Director, 66.18K shares), Tricia L Fulton (Evp, Chief Financial Officer, 63.46K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Philippe Lemaitre | - | 66,178 | 0 | 11 Mar, 2025 |
| Marc Bertoneche | - | 19,699 | 0 | 09 Dec, 2021 |
| Douglas Britt | - | 28,335 | 0 | 16 Mar, 2026 |
| Tricia L Fulton | Evp, Chief Financial Officer | 63,458 | 0 | 02 Mar, 2023 |
| Josef Matosevic | President And Ceo | 78,206 | 0 | 03 Apr, 2024 |
| Laura D Brown | - | 17,226 | 0 | 16 Mar, 2026 |
| Alexander Schuetz | - | 17,100 | 0 | 16 Mar, 2026 |
| Diana Sacchi | - | 9,006 | 0 | 16 Mar, 2026 |
| Melanie M Nealis | Chief Legal Compliance Offic | 3,530 | 0 | 01 Feb, 2022 |
| Matteo Arduini | President Of Hydraulics, Fct | 18,317 | 0 | 08 Jan, 2026 |
| Cary Chenanda | - | 15,745 | 0 | 16 Mar, 2026 |
| Jason Lemar Morgan | President, Cvt | 4,393 | 0 | 02 Mar, 2023 |
| Marc A Greenberg | General Counsel And Secretary | 10,074 | 0 | 08 Jan, 2026 |
| Lee Francis Wichlacz | President, Electronics | 2,301 | 0 | 08 Jan, 2025 |
| Frederick Joseph Martich | Pres. Of Hydraulics, Mct | 13,729 | 0 | 08 Jan, 2026 |
| Sean Bagan | President And Ceo | 19,632 | 0 | 09 Mar, 2026 |
| Billy Vern Aldridge | President, Electronics | 1,043 | 0 | 08 Jan, 2026 |
| Jeremy Scott Evans | Chief Financial Officer | 919 | 0 | 02 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Jeremy Scott Evans | Common Stock | A | 278 | $68.33 | 987 | D | M |
| 01 Apr, 2026 | Jeremy Scott Evans | Common Stock | D | 68 | $68.33 | 919 | D | F |
| 01 Apr, 2026 | Jeremy Scott Evans | Restricted Stock Units | D | 278 | $0.00 | 279 | D | M |
| 19 Mar, 2026 | Alexander Schuetz | Restricted Stock Units | A | 647 | $0.00 | 647 | D | A |
| 19 Mar, 2026 | Alexander Schuetz | Restricted Stock Units | A | 647 | $0.00 | 647 | D | A |
| 19 Mar, 2026 | Ian K. Walsh | Restricted Stock Units | A | 608 | $0.00 | 608 | D | A |
| 19 Mar, 2026 | Cary Chenanda | Restricted Stock Units | A | 647 | $0.00 | 647 | D | A |
| 19 Mar, 2026 | Diana Sacchi | Restricted Stock Units | A | 686 | $0.00 | 686 | D | A |
| 19 Mar, 2026 | Ian K. Walsh | Restricted Stock Units | A | 608 | $0.00 | 608 | D | A |
| 19 Mar, 2026 | Laura D Brown | Restricted Stock Units | A | 1,023 | $0.00 | 1,023 | D | A |
| 19 Mar, 2026 | Douglas Britt | Restricted Stock Units | A | 686 | $0.00 | 686 | D | A |
| 13 Mar, 2026 | Alexander Schuetz | Common Stock | A | 1,177 | $64.17 | 17,454 | D | M |
| 13 Mar, 2026 | Diana Sacchi | Common Stock | A | 1,249 | $64.17 | 9,006 | D | M |
| 13 Mar, 2026 | Cary Chenanda | Common Stock | A | 1,106 | $64.17 | 15,745 | D | M |
| 13 Mar, 2026 | Douglas Britt | Common Stock | A | 1,249 | $64.17 | 28,335 | D | M |
| 13 Mar, 2026 | Laura D Brown | Common Stock | A | 1,177 | $64.17 | 17,226 | D | M |
| 13 Mar, 2026 | Alexander Schuetz | Common Stock | A | 1,177 | $64.17 | 17,454 | D | M |
| 13 Mar, 2026 | Douglas Britt | Restricted Stock Units | D | 1,249 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | Alexander Schuetz | Common Stock | D | 354 | $64.17 | 17,100 | D | F |
| 13 Mar, 2026 | Alexander Schuetz | Common Stock | D | 354 | $64.17 | 17,100 | D | F |