Helios Technologies's three largest insider shareholders as of March 23, 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).
| 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 | |
| Douglas Britt | 28,335 | 0 | 16 Mar, 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 |
| Gregory C Yadley | 9,910 | 0 | 08 Jun, 2021 | |
| 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 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | Laura D Brown | Restricted Stock Units | A | 1,023 | $0.00 | 1,023 | D | A |
| 19 Mar, 2026 | Ian K. Walsh | Restricted Stock Units | A | 608 | $0.00 | 608 | D | A |
| 19 Mar, 2026 | Douglas Britt | Restricted Stock Units | A | 686 | $0.00 | 686 | D | A |
| 19 Mar, 2026 | Alexander Schuetz | 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 | Cary Chenanda | Restricted Stock Units | A | 647 | $0.00 | 647 | D | A |
| 13 Mar, 2026 | Cary Chenanda | Common Stock | A | 1,106 | $64.17 | 15,745 | D | M |
| 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 | Diana Sacchi | Common Stock | A | 1,249 | $64.17 | 9,006 | D | M |
| 13 Mar, 2026 | Laura D Brown | Common Stock | A | 1,177 | $64.17 | 17,226 | D | M |
| 13 Mar, 2026 | Douglas Britt | Restricted Stock Units | D | 1,249 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | Diana Sacchi | 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 | Laura D Brown | Restricted Stock Units | D | 1,177 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | Cary Chenanda | Restricted Stock Units | D | 1,106 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | Alexander Schuetz | Restricted Stock Units | D | 1,177 | $0.00 | 0 | D | M |
| 05 Mar, 2026 | Frederick Joseph Martich | Restricted Stock Units | A | 2,807 | $0.00 | 2,807 | D | A |
| 05 Mar, 2026 | Frederick Joseph Martich | Performance Stock Options (right to buy) | A | 5,808 | $0.00 | 5,808 | D | A |
| 06 Jan, 2026 | Frederick Joseph Martich | Common Stock | A | 515 | $59.46 | 13,959 | D | M |