Helios Technologies, Inc.
US ˙ NYSE ˙ US42328H1095

SecurityHLIO / Helios Technologies, Inc.
InsiderMarc A Greenberg
This page shows the track record and history of Greenberg Marc A insider trades in Helios Technologies, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Marc A Greenberg in HLIO / Helios Technologies, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HLIO / Helios Technologies, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Marc A Greenberg in HLIO / Helios Technologies, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HLIO / Helios Technologies, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2025-09-15 2025-09-11 4 Greenberg Marc A HLIO Common Stock F - Taxes D 55.8900 -295 -16 7,504
2025-09-15 2025-09-11 4 Greenberg Marc A HLIO Common Stock M - Exercise D 55.8900 748 42 7,799
2025-01-08 2025-01-06 4 Greenberg Marc A HLIO Common Stock F - Taxes D 44.6700 -433 -19 7,051
2025-01-08 2025-01-06 4 Greenberg Marc A HLIO Common Stock M - Exercise D 44.6700 969 43 7,484
2025-01-07 2025-01-03 4 Greenberg Marc A HLIO Common Stock F - Taxes D 44.3700 -916 -41 6,515
2025-01-07 2025-01-03 4 Greenberg Marc A HLIO Common Stock M - Exercise D 44.3700 2,048 91 7,431
2024-04-03 2024-04-01 4 Greenberg Marc A HLIO Common Stock F - Taxes D 44.0500 -1,307 -58 5,383
2024-04-03 2024-04-01 4 Greenberg Marc A HLIO Common Stock M - Exercise D 3,320 6,690
2024-01-30 2024-01-28 4 Greenberg Marc A HLIO Common Stock F - Taxes D 42.8700 -72 -3 3,371
2024-01-30 2024-01-28 4 Greenberg Marc A HLIO Common Stock M - Exercise D 182 3,442
2024-01-09 2024-01-06 4 Greenberg Marc A HLIO Common Stock F - Taxes D 42.3500 -1,734 -73 3,260
2024-01-09 2024-01-06 4 Greenberg Marc A HLIO Common Stock M - Exercise D 3,968 4,993
2024-01-05 2024-01-03 4 Greenberg Marc A HLIO Common Stock F - Taxes D 42.6700 -147 -6 1,025
2024-01-05 2024-01-03 4 Greenberg Marc A HLIO Common Stock M - Exercise D 329 1,172
2023-01-31 2023-01-28 4 Greenberg Marc A HLIO Common Stock F - Taxes D 66.1900 -82 -5 843
2023-01-31 2023-01-28 4 Greenberg Marc A HLIO Common Stock M - Exercise D 182 925
2023-01-05 2023-01-03 4 Greenberg Marc A HLIO Common Stock F - Taxes D 54.4100 -147 -8 743
2023-01-05 2023-01-03 4 Greenberg Marc A HLIO Common Stock M - Exercise D 329 890
2022-03-10 2022-03-08 4 Greenberg Marc A HLIO Restricted Stock Units M - Exercise D -250 0
2022-03-10 2022-03-08 4 Greenberg Marc A HLIO Common Stock F - Taxes D 70.8100 -75 -5 561
2022-03-10 2022-03-08 4 Greenberg Marc A HLIO Common Stock M - Exercise D 250 636
2022-03-04 3/A Greenberg Marc A HLIO Common Stock D 259
2022-03-04 3/A Greenberg Marc A by 401(k) Plan Trust HLIO Common Stock I 55
2022-02-01 2022-01-28 4 Greenberg Marc A HLIO Restricted Stock Units M - Exercise D -181 364
2022-02-01 2022-01-28 4 Greenberg Marc A HLIO Common Stock F - Taxes D 77.1000 -54 -4 386
2022-02-01 2022-01-28 4 Greenberg Marc A HLIO Common Stock M - Exercise D 181 440
2022-01-14 3 Greenberg Marc A HLIO Common Stock D 259
2022-01-14 3 Greenberg Marc A by 401(k) Plan Trust HLIO Common Stock I 55
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)