As of September 29, 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).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Josef Matosevic | President And Ceo | 78,206 | 0 | 78,206 | 19.7% | 03 Apr, 2024 |
| 2 | Philippe Lemaitre | Director | 66,178 | 0 | 66,178 | 16.7% | 11 Mar, 2025 |
| 3 | Tricia L Fulton | Evp, Chief Financial Officer | 63,458 | 0 | 63,458 | 16.0% | 02 Mar, 2023 |
| 4 | Douglas Britt | Director | 30,491 | 0 | 30,491 | 7.7% | 22 Sep, 2026 |
| 5 | Sean Bagan | President And Ceo | 20,460 | 0 | 20,460 | 5.2% | 15 Sep, 2026 |
| 6 | Laura D Brown | Director | 20,442 | 0 | 20,442 | 5.2% | 22 Sep, 2026 |
| 7 | Marc Bertoneche | Director | 19,699 | 0 | 19,699 | 5.0% | 09 Dec, 2021 |
| 8 | Alexander Schuetz | Director | 18,522 | 0 | 18,522 | 4.7% | 22 Sep, 2026 |
| 9 | Cary Chenanda | Director | 17,778 | 0 | 17,778 | 4.5% | 22 Sep, 2026 |
| 10 | Frederick Joseph Martich | Pres. Of Hydraulics, Mct | 14,182 | 0 | 14,182 | 3.6% | 15 Sep, 2026 |
| 11 | Matteo Arduini | President Of Hydraulics, Fct | 12,064 | 0 | 12,064 | 3.0% | 15 Sep, 2026 |
| 12 | Diana Sacchi | Director | 11,162 | 0 | 11,162 | 2.8% | 22 Sep, 2026 |
| 13 | Marc A Greenberg | General Counsel And Secretary | 10,527 | 0 | 10,527 | 2.7% | 15 Sep, 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 | Jeremy Scott Evans | Chief Financial Officer | 1,201 | 0 | 1,201 | 0.3% | 15 Sep, 2026 |
| 18 | Billy Vern Aldridge | President, Electronics | 1,043 | 0 | 1,043 | 0.3% | 08 Jan, 2026 |
| 19 | Ian K. Walsh | Director | 697 | 0 | 697 | 0.2% | 22 Sep, 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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 25 Sep, 2026 | Alexander Schuetz | Director | Acquired A | 601 | $0.00 | $0 | 601 | Direct |
| 25 Sep, 2026 | Cary Chenanda | Director | Acquired A | 601 | $0.00 | $0 | 601 | Direct |
| 25 Sep, 2026 | Diana Sacchi | Director | Acquired A | 638 | $0.00 | $0 | 638 | Direct |
| 25 Sep, 2026 | Laura D Brown | Director | Acquired A | 951 | $0.00 | $0 | 951 | Direct |
| 25 Sep, 2026 | Ian K. Walsh | Director | Acquired A | 565 | $0.00 | $0 | 565 | Direct |
| 25 Sep, 2026 | Douglas Britt | Director | Acquired A | 638 | $0.00 | $0 | 638 | Direct |
| 18 Sep, 2026 | Alexander Schuetz | Director | Acquired M | 742 | $69.29 | $51.41K | 18,745 | Direct |
| 18 Sep, 2026 | Douglas Britt | Director | Acquired M | 787 | $69.29 | $54.53K | 30,491 | Direct |
| 18 Sep, 2026 | Ian K. Walsh | Director | Acquired M | 697 | $69.29 | $48.30K | 697 | Direct |
| 18 Sep, 2026 | Cary Chenanda | Director | Acquired M | 742 | $69.29 | $51.41K | 17,778 | Direct |
| 18 Sep, 2026 | Diana Sacchi | Director | Acquired M | 787 | $69.29 | $54.53K | 11,162 | Direct |
| 18 Sep, 2026 | Laura D Brown | Director | Acquired M | 1,174 | $69.29 | $81.35K | 20,442 | Direct |
| 18 Sep, 2026 | Alexander Schuetz | Director | Disposed F | 223 | $69.29 | $15.45K | 18,522 | Direct |
| 18 Sep, 2026 | Ian K. Walsh | Director | Disposed M | 697 | $0.00 | $0 | 0 | Direct |
| 18 Sep, 2026 | Douglas Britt | Director | Disposed M | 787 | $0.00 | $0 | 0 | Direct |
| 18 Sep, 2026 | Laura D Brown | Director | Disposed M | 1,174 | $0.00 | $0 | 0 | Direct |
| 18 Sep, 2026 | Diana Sacchi | Director | Disposed M | 787 | $0.00 | $0 | 0 | Direct |
| 18 Sep, 2026 | Cary Chenanda | Director | Disposed M | 742 | $0.00 | $0 | 0 | Direct |
| 18 Sep, 2026 | Alexander Schuetz | Director | Disposed M | 742 | $0.00 | $0 | 0 | Direct |
| 22 Jun, 2026 | Matteo Arduini | President Of Hydraulics, Fct | Disposed S | 4,000 | $89.93 | $359.72K | 11,317 | Direct |