Helios Technologies HLIO Insider Ownership

NYSE HLIO
$68.25 -2.48 (-3.50%)
As of: Sep 10, 2026 · 1:23 PM EDT

Insider Holdings by Owner

388.87K Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
0.058%
0% pp QoQ
Shares Held by Insiders
19.27K
filed for Sep 2026
0.00% QoQ
Shares Outstanding
33.30Mn
33,300,000 shares
Direct Holdings
19.27K
Indirect: 0
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
18
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

HLIO's three largest insider shareholders as of September 09, 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).

Form 4 Holdings

Insiders Holding HLIO

Insiders 18
Shares held 388.87K
Of outstanding 1.17%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Josef Matosevic President And Ceo 78,206 0 78,206 20.1% 03 Apr, 2024
2 Philippe Lemaitre Director 66,178 0 66,178 17.0% 11 Mar, 2025
3 Tricia L Fulton Evp, Chief Financial Officer 63,458 0 63,458 16.3% 02 Mar, 2023
4 Douglas Britt Director 29,704 0 29,704 7.6% 09 Jun, 2026
5 Marc Bertoneche Director 19,699 0 19,699 5.1% 09 Dec, 2021
6 Sean Bagan President And Ceo 19,632 0 19,632 5.0% 09 Mar, 2026
7 Laura D Brown Director 19,268 0 19,268 5.0% 09 Jun, 2026
8 Alexander Schuetz Director 18,003 0 18,003 4.6% 09 Jun, 2026
9 Cary Chenanda Director 17,036 0 17,036 4.4% 09 Jun, 2026
10 Frederick Joseph Martich Pres. Of Hydraulics, Mct 13,729 0 13,729 3.5% 08 Jan, 2026
11 Matteo Arduini President Of Hydraulics, Fct 11,317 0 11,317 2.9% 24 Jun, 2026
12 Diana Sacchi Director 10,375 0 10,375 2.7% 09 Jun, 2026
13 Marc A Greenberg General Counsel And Secretary 10,074 0 10,074 2.6% 08 Jan, 2026
14 Jason Lemar Morgan President, Cvt 4,393 0 4,393 1.1% 02 Mar, 2023
15 Melanie M Nealis Chief Legal Compliance Offic 3,530 0 3,530 0.9% 01 Feb, 2022
16 Lee Francis Wichlacz President, Electronics 2,301 0 2,301 0.6% 08 Jan, 2025
17 Billy Vern Aldridge President, Electronics 1,043 0 1,043 0.3% 08 Jan, 2026
18 Jeremy Scott Evans Chief Financial Officer 919 0 919 0.2% 02 Apr, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

5,465 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
22 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Disposed S 4,000 $89.93 $359.72K 11,317 Direct
23 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Acquired M 874 $39.75 $34.74K 12,191 Direct
23 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Acquired M 1,153 $55.03 $63.45K 13,344 Direct
23 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Acquired M 4,000 $50.60 $202.40K 17,344 Direct
23 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Disposed S 6,027 $90.42 $544.96K 11,317 Direct
23 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Disposed M 874 $0.00 $0 0 Direct
23 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Disposed M 1,153 $0.00 $0 0 Direct
23 Jun, 2026 Matteo Arduini President Of Hydraulics, Fct Disposed M 4,000 $0.00 $0 0 Direct
16 Jun, 2026 Douglas Britt Director Acquired A 511 $0.00 $0 511 Direct
16 Jun, 2026 Alexander Schuetz Director Acquired A 482 $0.00 $0 482 Direct
16 Jun, 2026 Cary Chenanda Director Acquired A 482 $0.00 $0 482 Direct
16 Jun, 2026 Ian K. Walsh Director Acquired A 452 $0.00 $0 452 Direct
16 Jun, 2026 Laura D Brown Director Acquired A 761 $0.00 $0 761 Direct
16 Jun, 2026 Diana Sacchi Director Acquired A 511 $0.00 $0 511 Direct
05 Jun, 2026 Laura D Brown Director Acquired M 2,042 $81.27 $165.95K 19,268 Direct
05 Jun, 2026 Alexander Schuetz Director Acquired M 1,291 $81.27 $104.92K 18,391 Direct
05 Jun, 2026 Cary Chenanda Director Acquired M 1,291 $81.27 $104.92K 17,036 Direct
05 Jun, 2026 Diana Sacchi Director Acquired M 1,369 $81.27 $111.26K 10,375 Direct
05 Jun, 2026 Douglas Britt Director Acquired M 1,369 $81.27 $111.26K 29,704 Direct
05 Jun, 2026 Diana Sacchi Director Disposed M 1,369 $0.00 $0 0 Direct