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.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
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%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest 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 |
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.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| April 30, 2019 | 3 selling | −11.8% | −24.5% | −32.1% |
| May 31, 2017 | 3 selling | +9.9% | +33.7% | +2.7% |
| March 31, 2016 | 6 selling | −11.9% | −11.2% | −7.7% |
| March 31, 2015 | 7 selling | −7.8% | −25.5% | −20.4% |
| November 28, 2014 | 3 selling | −8.8% | −8.0% | −19.9% |
| April 30, 2014 | 4 selling | −12.9% | −8.6% | −13.9% |
| September 28, 2012 | 8 selling | +3.9% | +12.9% | +17.3% |
| November 30, 2011 | 3 selling | +8.7% | −13.6% | −9.3% |
| March 31, 2011 | 5 selling | +11.2% | −7.4% | −15.7% |
| April 30, 2010 | 5 selling | −0.8% | +12.0% | +53.9% |