undamentalytics Newsletter

Helios Technologies, Inc. insider trading

Every open-market purchase and sale by Helios Technologies, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Helios Technologies, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Helios Technologies, Inc.’s insiders pay?

From March 15, 2010 to June 24, 2026, 22 insiders reported 2 open-market purchases and 213 sales not made under a pre-set plan in Helios Technologies, Inc. Twelve months after each purchase was reported, the shares were +7.8% against the S&P 500 on average (median +7.8%), over 2 purchases with a full year of prices; 50% beat the index. After sales, the shares moved +5.7% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on September 12, 2012 into $18,360 by November 2, 2026, +4.4% a year. It held shares 12% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $16,679 (+3.7% a year), and held throughout $66,961 (+14.4%).

$0$20.0k$40.0k$60.0k 20122014201620182020202220242026 $67.0k$18.4k$16.7k
Copying Helios Technologies, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Helios Technologies, Inc.'s insiders from September 12, 2012, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 12% of the time.
Helios Technologies, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Koski Beverly Director 0 — — 38 +19.2% (38) June 6, 2017
Koski Christine L Director 0 — — 30 +5.1% (30) November 13, 2019
Koski Robert C Director 0 — — 28 +11.2% (28) June 26, 2019
Koski Thomas L Director 0 — — 27 +3.7% (27) June 20, 2019
Koski Family LP Director 0 — — 20 0.0% (20) July 1, 2019
Carlson Allen J President, CEO 0 — — 12 −6.3% (12) May 3, 2017
Twitty Tim A Officer 0 — — 11 −1.8% (11) April 1, 2016
Fulton Tricia L Chief Financial Officer 0 — — 8 −0.6% (8) March 22, 2016
Bertoneche Marc Director 0 — — 7 −7.6% (7) November 15, 2021
Arduini Matteo President of Hydraulics, FCT 0 — — 6 −27.8% (3) June 24, 2026
Bokorney Mark B Officer 0 — — 5 −16.5% (5) March 9, 2016
Dangel Wolfgang H Director 1 +16.5% (1) 100% 3 +4.5% (3) July 1, 2013
Hancox Steven Officer 0 — — 4 −2.1% (4) November 13, 2015
Schuetz Alexander Director 0 — — 3 +77.8% (3) September 15, 2020
Lemaitre Philippe Director 0 — — 2 −38.5% (2) July 3, 2023
Megerlin Ferdinand E Director 0 — — 2 +21.4% (2) March 21, 2013
Robson Peter G GENERAL MGR, SUN HYD LTD (UK) 0 — — 2 +22.9% (2) November 19, 2010
Sacchi Diana Director 0 — — 2 −10.4% (1) November 12, 2025
Britt Douglas Director 0 — — 1 −0.2% (1) December 18, 2019
Cooper Jeffrey Officer 0 — — 1 −20.8% (1) May 19, 2011
Gotting Gary A OFFICER 0 — — 1 −0.6% (1) March 15, 2019
Nealis Melanie M Chief Legal & Compliance Offic 1 −1.0% (1) 0% 0 — November 8, 2018

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Helios Technologies, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Helios Technologies, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 10 selling crowds, −4.0%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
April 30, 20193 selling−11.8%−24.5%−32.1%
May 31, 20173 selling+9.9%+33.7%+2.7%
March 31, 20166 selling−11.9%−11.2%−7.7%
March 31, 20157 selling−7.8%−25.5%−20.4%
November 28, 20143 selling−8.8%−8.0%−19.9%
April 30, 20144 selling−12.9%−8.6%−13.9%
September 28, 20128 selling+3.9%+12.9%+17.3%
November 30, 20113 selling+8.7%−13.6%−9.3%
March 31, 20115 selling+11.2%−7.4%−15.7%
April 30, 20105 selling−0.8%+12.0%+53.9%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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