Quick Takeaways
- HLIO - HELIOS TECHNOLOGIES, INC. has 21 insiders with reported activity on this page.
- Net insider value flow over the last year: -$145,400.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 21 Insiders of HELIOS TECHNOLOGIES, INC.
- Symbol
- HLIO on NYSE
- Location
- Sarasota, FL
What Changed
- Buy value: ; sell value: $145,400.
- Net share flow: -2,620.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$145,400.
Buys
$0
Shares: 0
Insiders: 0
Sells
$145,400
Shares: 2,620
Insiders: 2
Net
-$145,400
Shares: -2,620
Insiders: -2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 2,000 | $0 | $109,220 | -$109,220 |
| 6-9 | 0 | 620 | $0 | $36,180 | -$36,180 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
HELIOS TECHNOLOGIES, INC. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Josef Matosevic | President and CEO, Director | $3,444,974 | Mixed | 01 Apr 2024 | ||
| Tricia L. Fulton | EVP, Chief Financial Officer | $2,931,152 | Mixed | 28 Feb 2023 | ||
| LEMAITRE PHILIPPE | Director | $2,455,204 | Mixed | 13 Mar 2025 | ||
| Sean Bagan | President and CEO, Director | $2,171,408 | Mixed | 05 Mar 2026 | ||
| Douglas Britt | Director | $2,030,354 | Mixed | 19 Mar 2026 | ||
| Matteo Arduini | President of Hydraulics, FCT | $1,317,491 | -$109,220 | -7.7% | Mixed | 05 Mar 2026 |
| Laura D. Brown | Director | $1,249,831 | Mixed | 19 Mar 2026 | ||
| Alexander Schuetz | Director | $1,241,009 | Mixed | 19 Mar 2026 | ||
| Cary Chenanda | Director | $1,143,497 | Mixed | 19 Mar 2026 | ||
| Frederick Joseph Martich | Pres. of Hydraulics, MCT | $1,002,813 | Mixed | 05 Mar 2026 | ||
| Marc A. Greenberg | General Counsel and Secretary | $859,657 | Mixed | 05 Mar 2026 | ||
| Diana Sacchi | Director | $676,938 | -$36,180 | -5.1% | Mixed | 19 Mar 2026 |
| Gregory C. Yadley | Director | $453,061 | Mixed | 04 Jun 2021 | ||
| Lee Francis Wichlacz | President, Electronics | $289,273 | Mixed | 27 Feb 2025 | ||
| Melanie M. Nealis | Chief Legal & Compliance Offic | $211,552 | Mixed | 28 Jan 2022 | ||
| Jason L. Morgan | President, CVT | $186,056 | Mixed | 28 Feb 2023 | ||
| Billy Vern Aldridge | President, Electronics | $62,012 | Mixed | 05 Mar 2026 | ||
| Jeremy Scott Evans | Chief Financial Officer | $49,157 | Mixed | 01 Apr 2026 | ||
| Marc Bertoneche | Director | $22,742 | Mixed | 09 Mar 2022 | ||
| Ian K. Walsh | Director | Mixed | 19 Mar 2026 | |||
| Michael Connaway | Cfo | Mixed | 27 Oct 2025 |
Top shareholders of HELIOS TECHNOLOGIES, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
9.4%
|
3,162,279
|
$169,150,304 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
7.4%
|
2,468,752
|
$132,053,518 | — | 31 Dec 2025 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
|
Vanguard Capital Management |
5.2%
|
1,721,842
|
$111,420,396 | $0 | 31 Mar 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
13D/G
|
Company |
3.9%
from 13D/G
|
1,997,527
|
$106,847,720 | — | 31 Dec 2025 | |
| Conestoga Capital Advisors, LLC |
13D/G
13F
|
Conestoga Capital Advisors · Company |
5%
|
1,662,124
|
$88,907,511 | -$25,595,643 | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.8%
|
1,612,365
|
$86,246,918 | — | 31 Dec 2025 | |
| Sara-Bay Financial |
13F
|
Company |
3.6%
|
1,204,959
|
$65,381,075 | — | 31 Dec 2025 | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
13F
|
Company |
3%
|
993,961
|
$53,166,974 | — | 31 Dec 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13D/G
13F
|
Company |
5.5%
|
1,820,140
|
$50,709,100 | $0 | 30 Sep 2024 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
2.4%
|
796,101
|
$42,583,443 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.4%
|
795,883
|
$42,571,782 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
787,520
|
$42,131,644 | — | 31 Dec 2025 | |
| ACK Asset Management LLC |
13F
|
Company |
2.3%
|
780,378
|
$41,742,419 | — | 31 Dec 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
2.3%
|
770,560
|
$41,218,000 | — | 31 Dec 2025 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
2.3%
|
758,737
|
$40,584,842 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
2.1%
|
704,395
|
$37,707,729 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2%
|
658,896
|
$35,244,346 | — | 31 Dec 2025 | |
| WASATCH ADVISORS LP |
13F
13D/G
|
Company |
2.7%
from 13D/G
|
590,185
|
$31,568,996 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
587,343
|
$31,416,977 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.7%
|
582,421
|
$31,153,699 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.6%
|
519,542
|
$27,790,327 | — | 31 Dec 2025 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.5%
|
486,803
|
$26,039,093 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.4%
|
474,982
|
$25,406,304 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.4%
|
457,526
|
$24,473,066 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
429,390
|
$22,968,071 | — | 31 Dec 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
1.1%
|
361,799
|
$19,352,629 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.96%
|
320,917
|
$17,165,851 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.96%
|
320,220
|
$17,128,571 | — | 31 Dec 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.9%
|
303,017
|
$16,441,702 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.91%
|
304,908
|
$16,309,528 | — | 31 Dec 2025 | |
| IAT REINSURANCE CO LTD. |
13F
|
Company |
0.9%
|
300,000
|
$16,047,000 | — | 31 Dec 2025 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.88%
|
295,499
|
$15,806,242 | — | 31 Dec 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.88%
|
294,148
|
$15,733,976 | — | 31 Dec 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.85%
|
285,418
|
$15,267,009 | — | 31 Dec 2025 | |
| MetLife Investment Management, LLC |
13F
|
Company |
0.84%
|
280,032
|
$14,978,912 | — | 31 Dec 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.82%
|
274,708
|
$14,696,000 | — | 31 Dec 2025 | |
| Aberdeen Group plc |
13F
|
Company |
0.76%
|
255,773
|
$13,681,297 | — | 31 Dec 2025 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.7%
|
233,025
|
$12,464,507 | — | 31 Dec 2025 | |
| SG Capital Management LLC |
13F
|
Company |
0.59%
|
197,600
|
$10,569,624 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.58%
|
195,278
|
$10,445,421 | — | 31 Dec 2025 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.57%
|
191,800
|
$10,259,382 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.53%
|
176,225
|
$9,426,275 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.5%
|
167,270
|
$8,947,275 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.47%
|
158,968
|
$8,503,198 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.47%
|
157,401
|
$8,419,484 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.45%
|
150,121
|
$8,029,925 | — | 31 Dec 2025 | |
| CASTLEARK MANAGEMENT LLC |
13F
|
Company |
0.44%
|
146,749
|
$7,849,604 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.42%
|
142,008
|
$7,596,049 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.42%
|
140,380
|
$7,508,924 | — | 31 Dec 2025 | |
| COMERICA BANK |
13F
|
Company |
0.39%
|
131,458
|
$7,031,692 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for HELIOS TECHNOLOGIES, INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jeremy Scott Evans | HLIO | Common Stock | Tax liability | -6.89% | -68 | 919 | 01 Apr 2026 | Direct | ||
| Jeremy Scott Evans | HLIO | Common Stock | Options Exercise | 39.2% | 278 | 987 | 01 Apr 2026 | Direct | ||
| Jeremy Scott Evans | HLIO | Restricted Stock Units | Options Exercise | -49.9% | -278 | 279 | 01 Apr 2026 | Direct | ||
| Ian K. Walsh | HLIO | Restricted Stock Units | Award | 608 | 608 | 19 Mar 2026 | Direct | |||
| Diana Sacchi | HLIO | Restricted Stock Units | Award | 686 | 686 | 19 Mar 2026 | Direct | |||
| Alexander Schuetz | HLIO | Restricted Stock Units | Award | 647 | 647 | 19 Mar 2026 | Direct | |||
| Cary Chenanda | HLIO | Restricted Stock Units | Award | 647 | 647 | 19 Mar 2026 | Direct | |||
| Laura D. Brown | HLIO | Restricted Stock Units | Award | 1,023 | 1,023 | 19 Mar 2026 | Direct | |||
| Douglas Britt | HLIO | Restricted Stock Units | Award | 686 | 686 | 19 Mar 2026 | Direct | |||
| Diana Sacchi | HLIO | Common Stock | Options Exercise | 16.1% | 1,249 | 9,006 | 13 Mar 2026 | Direct | ||
| Diana Sacchi | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,249 | 0 | 13 Mar 2026 | Direct | ||
| Laura D. Brown | HLIO | Common Stock | Options Exercise | 7.33% | 1,177 | 17,226 | 13 Mar 2026 | Direct | ||
| Laura D. Brown | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,177 | 0 | 13 Mar 2026 | Direct | ||
| Douglas Britt | HLIO | Common Stock | Options Exercise | 4.61% | 1,249 | 28,335 | 13 Mar 2026 | Direct | ||
| Douglas Britt | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,249 | 0 | 13 Mar 2026 | Direct | ||
| Cary Chenanda | HLIO | Common Stock | Options Exercise | 7.56% | 1,106 | 15,745 | 13 Mar 2026 | Direct | ||
| Cary Chenanda | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,106 | 0 | 13 Mar 2026 | Direct | ||
| Alexander Schuetz | HLIO | Common Stock | Tax liability | -2.03% | -354 | 17,100 | 13 Mar 2026 | Direct | ||
| Alexander Schuetz | HLIO | Common Stock | Options Exercise | 7.23% | 1,177 | 17,454 | 13 Mar 2026 | Direct | ||
| Alexander Schuetz | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,177 | 0 | 13 Mar 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Performance Stock Options (right to buy) | Award | 5,051 | 5,051 | 05 Mar 2026 | Direct | |||
| Billy Vern Aldridge | HLIO | Restricted Stock Units | Award | 2,441 | 2,441 | 05 Mar 2026 | Direct | |||
| Matteo Arduini | HLIO | Performance Stock Options (right to buy) | Award | 7,063 | 7,063 | 05 Mar 2026 | Direct | |||
| Matteo Arduini | HLIO | Restricted Stock Units | Award | 3,413 | 3,413 | 05 Mar 2026 | Direct | |||
| Jeremy Scott Evans | HLIO | Performance Stock Options (right to buy) | Award | 7,806 | 7,806 | 05 Mar 2026 | Direct | |||
| Jeremy Scott Evans | HLIO | Restricted Stock Units | Award | 3,772 | 3,772 | 05 Mar 2026 | Direct | |||
| Frederick Joseph Martich | HLIO | Performance Stock Options (right to buy) | Award | 5,808 | 5,808 | 05 Mar 2026 | Direct | |||
| Frederick Joseph Martich | HLIO | Restricted Stock Units | Award | 2,807 | 2,807 | 05 Mar 2026 | Direct | |||
| Marc A. Greenberg | HLIO | Performance Stock Options (right to buy) | Award | 7,071 | 7,071 | 05 Mar 2026 | Direct | |||
| Marc A. Greenberg | HLIO | Restricted Stock Units | Award | 3,417 | 3,417 | 05 Mar 2026 | Direct | |||
| Sean Bagan | HLIO | Common Stock | Award | 23.2% | 3,698 | 19,632 | 05 Mar 2026 | Direct | ||
| Sean Bagan | HLIO | Performance Stock Options (right to buy) | Award | 38,846 | 38,846 | 05 Mar 2026 | Direct | |||
| Sean Bagan | HLIO | Restricted Stock Units | Award | 18,770 | 18,770 | 05 Mar 2026 | Direct | |||
| Billy Vern Aldridge | HLIO | Common Stock | Tax liability | -11.3% | -133 | 1,043 | 06 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Common Stock | Options Exercise | 49.2% | 388 | 1,176 | 06 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Restricted Stock Units | Options Exercise | -100% | -388 | 0 | 06 Jan 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Common Stock | Tax liability | -3.64% | -381 | 10,074 | 06 Jan 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Common Stock | Options Exercise | 10.2% | 969 | 10,455 | 06 Jan 2026 | Direct | ||
| Marc A. Greenberg | HLIO | Restricted Stock Units | Options Exercise | -100% | -969 | 0 | 06 Jan 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Common Stock | Tax liability | -1.65% | -230 | 13,729 | 06 Jan 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Common Stock | Options Exercise | 3.83% | 515 | 13,959 | 06 Jan 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Restricted Stock Units | Options Exercise | -100% | -515 | 0 | 06 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Common Stock | Options Exercise | 5.95% | 1,028 | 18,317 | 06 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Restricted Stock Units | Options Exercise | -100% | -1,028 | 0 | 06 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Common Stock | Tax liability | -50.2% | -392 | 389 | 03 Jan 2026 | Direct | ||
| Billy Vern Aldridge | HLIO | Common Stock | Options Exercise | 1,147 | 995 | 03 Jan 2026 | Direct | |||
| Billy Vern Aldridge | HLIO | Restricted Stock Units | Options Exercise | -67.9% | -1,147 | 542 | 03 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Common Stock | Options Exercise | 23.6% | 3,303 | 17,289 | 03 Jan 2026 | Direct | ||
| Matteo Arduini | HLIO | Restricted Stock Units | Options Exercise | -67.2% | -3,303 | 1,612 | 03 Jan 2026 | Direct | ||
| Frederick Joseph Martich | HLIO | Common Stock | Tax liability | -7.56% | -1,037 | 12,680 | 03 Jan 2026 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.