Stock Scorer

Helios Technologies, Inc. (HLIO) · Insider trading

What Helios Technologies's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months
$0
0 insiders, 0 trades
Sold, 12 months
$1.28M
2 insiders, 0% under a plan
Net, 12 months
−$1.28M
bought less sold
Latest filing
2026-10-05
filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

2024-11: $249,075 sold 2025-01 2025-07 2025-11: $36,183 sold 2025-12: $109,220 sold 2026-01 2026-05: $229,440 sold 2026-06: $904,681 sold 2026-07
Bought Sold Largest month: $904,681

Who traded, two years

InsiderBoughtSold TradesLast tradeHolds after
Arduini MatteoPresident of Hydraulics, FCT – $1.46M 5 2026-06-23 11,317
Sacchi DianaDirector – $69,338 2 2025-11-05 6,923

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

DateInsiderTradeShares PriceValueHolds afterFiling
2026-06-23 Arduini MatteoPresident of Hydraulics, FCT Sale 6,027 90.42 $544,961 11,317 Form 4
2026-06-22 Arduini MatteoPresident of Hydraulics, FCT Sale 4,000 89.93 $359,720 11,317 Form 4
2026-05-15 Arduini MatteoPresident of Hydraulics, FCT Sale 3,000 76.48 $229,440 15,317 Form 4
2025-12-05 Arduini MatteoPresident of Hydraulics, FCT Sale 2,000 54.61 $109,220 13,986 Form 4
2025-11-05 Sacchi DianaDirector Sale 620 58.36 $36,183 6,923 Form 4
2024-11-25 Arduini MatteoPresident of Hydraulics, EMEA Sale 4,000 53.98 $215,920 11,761 Form 4
2024-11-07 Sacchi DianaDirector Sale 615 53.91 $33,155 3,636 Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

84 × option exercise37 × shares withheld for tax1 × grant or award
Show them
DateInsiderWhatShares PriceHolds afterFiling
2026-10-01 Bagan SeanDirector, President and CEO Option exercise M +771 68.89 21,257 Form 4
2026-10-01 Bagan SeanDirector, President and CEO Shares withheld for tax F −304 68.89 20,953 Form 4
2026-09-18 Schuetz AlexanderDirector Option exercise M +742 69.29 18,745 Form 4
2026-09-18 Schuetz AlexanderDirector Shares withheld for tax F −223 69.29 18,522 Form 4
2026-09-18 Sacchi DianaDirector Option exercise M +787 69.29 11,162 Form 4
2026-09-18 Brown Laura DDirector Option exercise M +1,174 69.29 20,442 Form 4
2026-09-18 Walsh Ian K.Director Option exercise M +697 69.29 697 Form 4
2026-09-18 Britt DouglasDirector Option exercise M +787 69.29 30,491 Form 4
2026-09-18 Chenanda CaryDirector Option exercise M +742 69.29 17,778 Form 4
2026-09-11 Bagan SeanDirector, President and CEO Option exercise M +747 70.66 20,754 Form 4
2026-09-11 Bagan SeanDirector, President and CEO Shares withheld for tax F −294 70.66 20,460 Form 4
2026-09-11 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +747 70.66 12,064 Form 4
2026-09-11 Greenberg Marc AGeneral Counsel and Secretary Option exercise M +747 70.66 10,821 Form 4
2026-09-11 Greenberg Marc AGeneral Counsel and Secretary Shares withheld for tax F −294 70.66 10,527 Form 4
2026-09-11 Martich Frederick JosephPres. of Hydraulics, MCT Option exercise M +747 70.66 14,476 Form 4
2026-09-11 Martich Frederick JosephPres. of Hydraulics, MCT Shares withheld for tax F −294 70.66 14,182 Form 4
2026-09-11 Evans Jeremy ScottChief Financial Officer Option exercise M +374 70.66 1,293 Form 4
2026-09-11 Evans Jeremy ScottChief Financial Officer Shares withheld for tax F −92 70.66 1,201 Form 4
2026-06-23 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +874 39.75 12,191 Form 4
2026-06-23 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +1,153 55.03 13,344 Form 4
2026-06-23 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +4,000 50.60 17,344 Form 4
2026-06-05 Britt DouglasDirector Option exercise M +1,369 81.27 29,704 Form 4
2026-06-05 Schuetz AlexanderDirector Option exercise M +1,291 81.27 18,391 Form 4
2026-06-05 Schuetz AlexanderDirector Shares withheld for tax F −388 81.27 18,003 Form 4
2026-06-05 Brown Laura DDirector Option exercise M +2,042 81.27 19,268 Form 4
2026-06-05 Sacchi DianaDirector Option exercise M +1,369 81.27 10,375 Form 4
2026-06-05 Chenanda CaryDirector Option exercise M +1,291 81.27 17,036 Form 4
2026-04-01 Evans Jeremy ScottChief Financial Officer Option exercise M +278 68.33 987 Form 4
2026-04-01 Evans Jeremy ScottChief Financial Officer Shares withheld for tax F −68 68.33 919 Form 4
2026-03-13 Schuetz AlexanderDirector Option exercise M +1,177 64.17 17,454 Form 4
2026-03-13 Schuetz AlexanderDirector Shares withheld for tax F −354 64.17 17,100 Form 4
2026-03-13 Chenanda CaryDirector Option exercise M +1,106 64.17 15,745 Form 4
2026-03-13 Britt DouglasDirector Option exercise M +1,249 64.17 28,335 Form 4
2026-03-13 Brown Laura DDirector Option exercise M +1,177 64.17 17,226 Form 4
2026-03-13 Sacchi DianaDirector Option exercise M +1,249 64.17 9,006 Form 4
2026-03-05 Bagan SeanDirector, President and CEO Grant or award A +3,698 67.61 19,632 Form 4
2026-01-06 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +1,028 59.46 18,317 Form 4
2026-01-06 Martich Frederick JosephPres. of Hydraulics, MCT Option exercise M +515 59.46 13,959 Form 4
2026-01-06 Martich Frederick JosephPres. of Hydraulics, MCT Shares withheld for tax F −230 59.46 13,729 Form 4
2026-01-06 Greenberg Marc AGeneral Counsel and Secretary Option exercise M +969 59.46 10,455 Form 4
2026-01-06 Greenberg Marc AGeneral Counsel and Secretary Shares withheld for tax F −381 59.46 10,074 Form 4
2026-01-06 Aldridge Billy VernPresident, Electronics Option exercise M +388 59.46 1,176 Form 4
2026-01-06 Aldridge Billy VernPresident, Electronics Shares withheld for tax F −133 59.46 1,043 Form 4
2026-01-03 Aldridge Billy VernPresident, Electronics Option exercise M +541 54.71 574 Form 4
2026-01-03 Aldridge Billy VernPresident, Electronics Shares withheld for tax F −185 54.71 389 Form 4
2026-01-03 Aldridge Billy VernPresident, Electronics Option exercise M +606 54.71 995 Form 4
2026-01-03 Aldridge Billy VernPresident, Electronics Shares withheld for tax F −207 54.71 788 Form 4
2026-01-03 Greenberg Marc AGeneral Counsel and Secretary Option exercise M +1,719 54.71 9,223 Form 4
2026-01-03 Greenberg Marc AGeneral Counsel and Secretary Shares withheld for tax F −756 54.71 8,467 Form 4
2026-01-03 Greenberg Marc AGeneral Counsel and Secretary Option exercise M +1,842 54.71 10,309 Form 4
2026-01-03 Greenberg Marc AGeneral Counsel and Secretary Shares withheld for tax F −823 54.71 9,486 Form 4
2026-01-03 Evans Jeremy ScottChief Financial Officer Option exercise M +330 54.71 807 Form 4
2026-01-03 Evans Jeremy ScottChief Financial Officer Shares withheld for tax F −98 54.71 709 Form 4
2026-01-03 Bagan SeanPresident and CEO Option exercise M +2,406 54.71 12,230 Form 4
2026-01-03 Bagan SeanPresident and CEO Shares withheld for tax F −586 54.71 11,644 Form 4
2026-01-03 Bagan SeanPresident and CEO Option exercise M +5,904 54.71 17,548 Form 4
2026-01-03 Bagan SeanPresident and CEO Shares withheld for tax F −1,614 54.71 15,934 Form 4
2026-01-03 Martich Frederick JosephPres. of Hydraulics, MCT Option exercise M +937 54.71 13,099 Form 4
2026-01-03 Martich Frederick JosephPres. of Hydraulics, MCT Shares withheld for tax F −419 54.71 12,680 Form 4
2026-01-03 Martich Frederick JosephPres. of Hydraulics, MCT Option exercise M +1,382 54.71 14,062 Form 4
2026-01-03 Martich Frederick JosephPres. of Hydraulics, MCT Shares withheld for tax F −618 54.71 13,444 Form 4
2026-01-03 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +1,611 54.71 15,597 Form 4
2026-01-03 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +1,692 54.71 17,289 Form 4
2025-12-05 Schuetz AlexanderDirector Option exercise M +786 54.19 16,513 Form 4
2025-12-05 Schuetz AlexanderDirector Shares withheld for tax F −236 54.19 16,277 Form 4
2025-12-05 Chenanda CaryDirector Option exercise M +738 54.19 14,639 Form 4
2025-12-05 Brown Laura DDirector Option exercise M +882 54.19 16,049 Form 4
2025-12-05 Britt DouglasDirector Option exercise M +834 54.19 27,086 Form 4
2025-12-05 Sacchi DianaDirector Option exercise M +834 54.19 7,757 Form 4
2025-10-04 Schuetz AlexanderDirector Option exercise M +862 52.77 15,986 Form 4
2025-10-04 Schuetz AlexanderDirector Shares withheld for tax F −259 52.77 15,727 Form 4
2025-10-04 Britt DouglasDirector Option exercise M +914 52.77 26,252 Form 4
2025-10-04 Chenanda CaryDirector Option exercise M +810 52.77 13,901 Form 4
2025-10-04 Brown Laura DDirector Option exercise M +862 52.77 15,167 Form 4
2025-10-04 Sacchi DianaDirector Option exercise M +914 52.77 7,543 Form 4
2025-10-01 Bagan SeanPresident, CEO , and CFO Option exercise M +771 52.39 10,012 Form 4
2025-10-01 Bagan SeanPresident, CEO , and CFO Shares withheld for tax F −188 52.39 9,824 Form 4
2025-09-11 Evans Jeremy ScottChief Accounting Officer Option exercise M +374 55.89 569 Form 4
2025-09-11 Evans Jeremy ScottChief Accounting Officer Shares withheld for tax F −92 55.89 477 Form 4
2025-09-11 Bagan SeanPresident, CEO , and CFO Option exercise M +748 55.89 9,424 Form 4
2025-09-11 Bagan SeanPresident, CEO , and CFO Shares withheld for tax F −183 55.89 9,241 Form 4
2025-09-11 Greenberg Marc AGeneral Counsel and Secretary Option exercise M +748 55.89 7,799 Form 4
2025-09-11 Greenberg Marc AGeneral Counsel and Secretary Shares withheld for tax F −295 55.89 7,504 Form 4
2025-09-11 Martich Frederick JosephPres. of Hydraulics, MCT Option exercise M +748 55.89 12,457 Form 4
2025-09-11 Martich Frederick JosephPres. of Hydraulics, MCT Shares withheld for tax F −295 55.89 12,162 Form 4
2025-09-11 Arduini MatteoPresident of Hydraulics, FCT Option exercise M +748 55.89 15,986 Form 4
2025-06-07 Brown Laura DDirector Option exercise M +874 32.34 14,305 Form 4
2025-06-07 Britt DouglasDirector Option exercise M +927 32.34 25,338 Form 4
2025-06-07 Chenanda CaryDirector Option exercise M +821 32.34 13,091 Form 4
2025-06-07 Sacchi DianaDirector Option exercise M +927 32.34 6,629 Form 4
2025-06-07 Schuetz AlexanderDirector Option exercise M +874 32.34 15,387 Form 4
2025-06-07 Schuetz AlexanderDirector Shares withheld for tax F −263 32.34 15,124 Form 4
2025-03-07 Lemaitre PhilippeDirector Option exercise M +1,472 37.10 66,178 Form 4
2025-03-07 Chenanda CaryDirector Option exercise M +875 37.10 12,270 Form 4
2025-03-07 Sacchi DianaDirector Option exercise M +987 37.10 5,702 Form 4
2025-03-07 Britt DouglasDirector Option exercise M +987 37.10 24,411 Form 4
2025-03-07 Schuetz AlexanderDirector Option exercise M +931 37.10 14,793 Form 4
2025-03-07 Schuetz AlexanderDirector Shares withheld for tax F −280 37.10 14,513 Form 4
2025-03-07 Brown Laura DDirector Option exercise M +931 37.10 13,431 Form 4
2025-02-26 Arduini MatteoPresident of Hydraulics, EMEA Option exercise M +404 44.98 15,238 Form 4
2025-01-06 Arduini MatteoPresident of Hydraulics, EMEA Option exercise M +1,027 44.67 14,834 Form 4
2025-01-06 Martich Frederick JosephPres. of Hydraulics, Americas Option exercise M +515 44.67 11,939 Form 4
2025-01-06 Martich Frederick JosephPres. of Hydraulics, Americas Shares withheld for tax F −230 44.67 11,709 Form 4
2025-01-06 Greenberg Marc AGeneral Counsel and Secretary Option exercise M +969 44.67 7,484 Form 4
2025-01-06 Greenberg Marc AGeneral Counsel and Secretary Shares withheld for tax F −433 44.67 7,051 Form 4
2025-01-06 Wichlacz Lee FrancisPresident, Electronics Option exercise M +467 44.67 2,487 Form 4
2025-01-06 Wichlacz Lee FrancisPresident, Electronics Shares withheld for tax F −186 44.67 2,301 Form 4
2025-01-03 Greenberg Marc AGeneral Counsel and Secretary Option exercise M +2,048 44.37 7,431 Form 4
2025-01-03 Greenberg Marc AGeneral Counsel and Secretary Shares withheld for tax F −916 44.37 6,515 Form 4
2025-01-03 Bagan SeanPresident, CEO , and CFO Option exercise M +2,406 44.37 8,676 Form 4
2025-01-03 Wichlacz Lee FrancisPresident, Electronics Option exercise M +937 44.37 2,392 Form 4
2025-01-03 Wichlacz Lee FrancisPresident, Electronics Shares withheld for tax F −372 44.37 2,020 Form 4
2025-01-03 Martich Frederick JosephPres. of Hydraulics, Americas Option exercise M +1,203 44.37 11,962 Form 4
2025-01-03 Martich Frederick JosephPres. of Hydraulics, Americas Shares withheld for tax F −538 44.37 11,424 Form 4
2025-01-03 Arduini MatteoPresident of Hydraulics, EMEA Option exercise M +2,046 44.37 13,807 Form 4
2024-12-11 Sacchi DianaDirector Option exercise M +1,079 53.89 4,715 Form 4
2024-12-11 Chenanda CaryDirector Option exercise M +1,017 53.89 11,395 Form 4
2024-12-11 Schuetz AlexanderDirector Option exercise M +1,017 53.89 14,168 Form 4
2024-12-11 Schuetz AlexanderDirector Shares withheld for tax F −306 53.89 13,862 Form 4
2024-12-11 Britt DouglasDirector Option exercise M +955 53.89 23,424 Form 4
2024-12-11 Brown Laura DDirector Option exercise M +1,079 53.89 12,500 Form 4
2024-12-11 Lemaitre PhilippeDirector Option exercise M +1,608 53.89 64,706 Form 4

How to read it

Buy, sale
Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan
A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after
The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value
Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

Helios Technologies's scores and multiples ›