Helios Technologies, Inc. (HLIO) Insider Ownership

Historic Insider Ownership Trends

HLIO's three largest insider shareholders as of April 22, 2026 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).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Josef Matosevic President And Ceo 78,206 0 03 Apr, 2024
Philippe Lemaitre - 66,178 0 11 Mar, 2025
Tricia L Fulton Evp, Chief Financial Officer 63,458 0 02 Mar, 2023
Douglas Britt - 28,335 0 16 Mar, 2026
Marc Bertoneche - 19,699 0 09 Dec, 2021
Sean Bagan President And Ceo 19,632 0 09 Mar, 2026
Matteo Arduini President Of Hydraulics, Fct 18,317 0 08 Jan, 2026
Laura D Brown - 17,226 0 16 Mar, 2026
Alexander Schuetz - 17,100 0 16 Mar, 2026
Cary Chenanda - 15,745 0 16 Mar, 2026
Frederick Joseph Martich Pres. Of Hydraulics, Mct 13,729 0 08 Jan, 2026
Marc A Greenberg General Counsel And Secretary 10,074 0 08 Jan, 2026
Diana Sacchi - 9,006 0 16 Mar, 2026
Jason Lemar Morgan President, Cvt 4,393 0 02 Mar, 2023
Melanie M Nealis Chief Legal Compliance Offic 3,530 0 01 Feb, 2022
Lee Francis Wichlacz President, Electronics 2,301 0 08 Jan, 2025
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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
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 Douglas Britt Restricted Stock Units A 686 $0.00 686 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 Alexander Schuetz Restricted Stock Units A 647 $0.00 647 D A
19 Mar, 2026 Cary Chenanda Restricted Stock Units A 647 $0.00 647 D A
13 Mar, 2026 Alexander Schuetz Common Stock A 1,177 $64.17 17,454 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 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 Diana Sacchi Restricted Stock Units D 1,249 $0.00 0 D M
13 Mar, 2026 Cary Chenanda Restricted Stock Units D 1,106 $0.00 0 D M
13 Mar, 2026 Douglas Britt Restricted Stock Units D 1,249 $0.00 0 D M
13 Mar, 2026 Laura D Brown Restricted Stock Units D 1,177 $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 Restricted Stock Units D 1,177 $0.00 0 D M