Helios Technologies HLIO Insider Ownership

NYSE HLIO
$69.48 +1.44 (+2.12%)
As of: Oct 21, 2026 · 3:59 PM EDT

Insider Holdings by Owner

377.13K Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
0.688%
▲+0.025% pp QoQ
Shares Held by Insiders
227.05K
filed for Sep 2026
▲+3.40% QoQ
Shares Outstanding
33.00Mn
33,000,000 shares
Direct Holdings
227.05K
Indirect: 0
Net Shares Traded (QoQ)
+7.47K
net buying 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

Across the past 12 months, open-market trades by Helios Technologies insiders were all sales, totaling $1.28 million (15.65K shares).

Form 4 Holdings

Insiders Holding HLIO

Insiders 18
Shares held 377.13K
Of outstanding 1.14%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Josef Matosevic President And Ceo 78,206 0 78,206 20.7% 03 Apr, 2024
2 Philippe Lemaitre Director 66,178 0 66,178 17.5% 11 Mar, 2025
3 Tricia L Fulton Evp, Chief Financial Officer 63,458 0 63,458 16.8% 02 Mar, 2023
4 Douglas Britt Director 30,491 0 30,491 8.1% 22 Sep, 2026
5 Sean Bagan President And Ceo 20,953 0 20,953 5.6% 05 Oct, 2026
6 Laura D Brown Director 20,442 0 20,442 5.4% 22 Sep, 2026
7 Alexander Schuetz Director 18,522 0 18,522 4.9% 22 Sep, 2026
8 Cary Chenanda Director 17,778 0 17,778 4.7% 22 Sep, 2026
9 Frederick Joseph Martich Pres. Of Hydraulics, Mct 14,182 0 14,182 3.8% 15 Sep, 2026
10 Matteo Arduini President Of Hydraulics, Fct 12,064 0 12,064 3.2% 15 Sep, 2026
11 Diana Sacchi Director 11,162 0 11,162 3.0% 22 Sep, 2026
12 Marc A Greenberg General Counsel And Secretary 10,527 0 10,527 2.8% 15 Sep, 2026
13 Jason Lemar Morgan President, Cvt 4,393 0 4,393 1.2% 02 Mar, 2023
14 Melanie M Nealis Chief Legal Compliance Offic 3,530 0 3,530 0.9% 01 Feb, 2022
15 Lee Francis Wichlacz President, Electronics 2,301 0 2,301 0.6% 08 Jan, 2025
16 Jeremy Scott Evans Chief Financial Officer 1,201 0 1,201 0.3% 15 Sep, 2026
17 Billy Vern Aldridge President, Electronics 1,043 0 1,043 0.3% 08 Jan, 2026
18 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.

Form 4 Filings

4,238 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
01 Oct, 2026 Sean Bagan President And Ceo Acquired M 771 $68.89 $53.11K 21,257 Direct
01 Oct, 2026 Sean Bagan President And Ceo Disposed F 304 $68.89 $20.94K 20,953 Direct
01 Oct, 2026 Sean Bagan President And Ceo Disposed M 771 $0.00 $0 0 Direct
25 Sep, 2026 Diana Sacchi Director Acquired A 638 $0.00 $0 638 Direct
25 Sep, 2026 Alexander Schuetz Director Acquired A 601 $0.00 $0 601 Direct
25 Sep, 2026 Ian K. Walsh Director Acquired A 565 $0.00 $0 565 Direct
25 Sep, 2026 Cary Chenanda Director Acquired A 601 $0.00 $0 601 Direct
25 Sep, 2026 Laura D Brown Director Acquired A 951 $0.00 $0 951 Direct
25 Sep, 2026 Douglas Britt Director Acquired A 638 $0.00 $0 638 Direct
18 Sep, 2026 Laura D Brown Director Acquired M 1,174 $69.29 $81.35K 20,442 Direct
18 Sep, 2026 Diana Sacchi Director Acquired M 787 $69.29 $54.53K 11,162 Direct
18 Sep, 2026 Cary Chenanda Director Acquired M 742 $69.29 $51.41K 17,778 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 Alexander Schuetz Director Acquired M 742 $69.29 $51.41K 18,745 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 Douglas Britt Director Disposed M 787 $0.00 $0 0 Direct
18 Sep, 2026 Alexander Schuetz Director Disposed F 223 $69.29 $15.45K 18,522 Direct
18 Sep, 2026 Cary Chenanda Director Disposed M 742 $0.00 $0 0 Direct