← United States · Coverage record
US · SEC FORM 4
HELIOS TECHNOLOGIES, INC.
HLIO · NYSE · CIK 0001024795 · Industrials · Specialty Industrial Machinery
INSIDER SIGNAL
0 qualifying P purchase groups
in the current 180-day scoring window
30 Form 4 transaction lines observed in the same window
3 sales · 27 option, withholding, award, gift or other lines
WHY NO ACTIVE SIGNAL?
Score anatomy
No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.
Why is there no score?
- No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
- Sales and other Form 4 activity remain visible as context and do not create a negative score.
Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.
Purchase breadth, concentration & cluster buying
These modules activate when qualifying purchases enter the 180-day research window.
Insider activity timeline
Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.
Showing the six most active owners; 5 additional owner(s) remain in Form 4 evidence.
SIGNAL HISTORY
Scores are archived only when the company qualifies for a published US buy-signal snapshot.—
Recent Form 4 activity
P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.
Market context
Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.
Short interest
Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.
- Shares short
- 902,630
- Previous report
- 1,018,839
- Avg daily volume
- 445,131
- Days to cover
- 2.0
FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.
Historical equity purchases
No qualifying code P equity purchase is present in the local Form 4 history.
Form 4 evidence
74 transaction lines in the latest 365-day window; 428 in local history.
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Bagan Sean | Option exercise / conversion (M) | Common Stock | 771 | USD 68.89 | USD 53,114 | SEC filing ↗ |
| 2026-10-01 | Bagan Sean | Tax withholding (F) | Common Stock | 304 | USD 68.89 | USD 20,943 | SEC filing ↗ |
| 2026-09-18 | Walsh Ian K. | Option exercise / conversion (M) | Common Stock | 697 | USD 69.29 | USD 48,295 | SEC filing ↗ |
Show recent Form 4 evidence (30 grouped rows)
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Bagan Sean | Option exercise / conversion (M) | Common Stock | 771 | USD 68.89 | USD 53,114 | SEC filing ↗ |
| 2026-10-01 | Bagan Sean | Tax withholding (F) | Common Stock | 304 | USD 68.89 | USD 20,943 | SEC filing ↗ |
| 2026-09-18 | Walsh Ian K. | Option exercise / conversion (M) | Common Stock | 697 | USD 69.29 | USD 48,295 | SEC filing ↗ |
| 2026-09-18 | Schuetz Alexander | Option exercise / conversion (M) | Common Stock | 742 | USD 69.29 | USD 51,413 | SEC filing ↗ |
| 2026-09-18 | Schuetz Alexander | Tax withholding (F) | Common Stock | 223 | USD 69.29 | USD 15,452 | SEC filing ↗ |
| 2026-09-18 | Sacchi Diana | Option exercise / conversion (M) | Common Stock | 787 | USD 69.29 | USD 54,531 | SEC filing ↗ |
| 2026-09-18 | Chenanda Cary | Option exercise / conversion (M) | Common Stock | 742 | USD 69.29 | USD 51,413 | SEC filing ↗ |
| 2026-09-18 | Brown Laura D | Option exercise / conversion (M) | Common Stock | 1,174 | USD 69.29 | USD 81,346 | SEC filing ↗ |
| 2026-09-18 | Britt Douglas | Option exercise / conversion (M) | Common Stock | 787 | USD 69.29 | USD 54,531 | SEC filing ↗ |
| 2026-09-11 | Martich Frederick Joseph | Option exercise / conversion (M) | Common Stock | 747 | USD 70.66 | USD 52,783 | SEC filing ↗ |
| 2026-09-11 | Martich Frederick Joseph | Tax withholding (F) | Common Stock | 294 | USD 70.66 | USD 20,774 | SEC filing ↗ |
| 2026-09-11 | Greenberg Marc A | Option exercise / conversion (M) | Common Stock | 747 | USD 70.66 | USD 52,783 | SEC filing ↗ |
| 2026-09-11 | Greenberg Marc A | Tax withholding (F) | Common Stock | 294 | USD 70.66 | USD 20,774 | SEC filing ↗ |
| 2026-09-11 | Evans Jeremy Scott | Option exercise / conversion (M) | Common Stock | 374 | USD 70.66 | USD 26,427 | SEC filing ↗ |
| 2026-09-11 | Evans Jeremy Scott | Tax withholding (F) | Common Stock | 92 | USD 70.66 | USD 6,501 | SEC filing ↗ |
| 2026-09-11 | Bagan Sean | Option exercise / conversion (M) | Common Stock | 747 | USD 70.66 | USD 52,783 | SEC filing ↗ |
| 2026-09-11 | Bagan Sean | Tax withholding (F) | Common Stock | 294 | USD 70.66 | USD 20,774 | SEC filing ↗ |
| 2026-09-11 | Arduini Matteo | Option exercise / conversion (M) | Common Stock | 747 | USD 70.66 | USD 52,783 | SEC filing ↗ |
| 2026-06-23 | Arduini Matteo | Sale (S) | Common Stock | 6,027 | USD 90.42 | USD 544,961 | SEC filing ↗ |
| 2026-06-23 | Arduini Matteo | Option exercise / conversion (M) | Common Stock | 6,027 | USD 49.87 | USD 300,591 | SEC filing ↗ |
| 2026-06-22 | Arduini Matteo | Sale (S) | Common Stock | 4,000 | USD 89.93 | USD 359,720 | SEC filing ↗ |
| 2026-06-05 | Schuetz Alexander | Option exercise / conversion (M) | Common Stock | 1,291 | USD 81.27 | USD 104,920 | SEC filing ↗ |
| 2026-06-05 | Schuetz Alexander | Tax withholding (F) | Common Stock | 388 | USD 81.27 | USD 31,533 | SEC filing ↗ |
| 2026-06-05 | Sacchi Diana | Option exercise / conversion (M) | Common Stock | 1,369 | USD 81.27 | USD 111,259 | SEC filing ↗ |
| 2026-06-05 | Chenanda Cary | Option exercise / conversion (M) | Common Stock | 1,291 | USD 81.27 | USD 104,920 | SEC filing ↗ |
| 2026-06-05 | Brown Laura D | Option exercise / conversion (M) | Common Stock | 2,042 | USD 81.27 | USD 165,953 | SEC filing ↗ |
| 2026-06-05 | Britt Douglas | Option exercise / conversion (M) | Common Stock | 1,369 | USD 81.27 | USD 111,259 | SEC filing ↗ |
| 2026-05-15 | Arduini Matteo | Sale (S) | Common Stock | 3,000 | USD 76.48 | USD 229,440 | SEC filing ↗ |
| 2026-04-01 | Evans Jeremy Scott | Option exercise / conversion (M) | Common Stock | 278 | USD 68.33 | USD 18,996 | SEC filing ↗ |
| 2026-04-01 | Evans Jeremy Scott | Tax withholding (F) | Common Stock | 68 | USD 68.33 | USD 4,646 | SEC filing ↗ |
Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.
Snapshot & identity
| Snapshot date | 2026-10-19 |
|---|---|
| Ranking version | US-v1.2 |
| Data quality | PASS ELIGIBLE · — |
| Ticker | HLIO |
| CIK | 0001024795 |
| Sector | Industrials |
| Industry | Specialty Industrial Machinery Yahoo Finance |
| SEC SIC | 3490 Miscellaneous Fabricated Metal Products |
| Exchange | NYSE |
Data coverage
| Local Form 4 history | 428 transaction lines from 2020-01-16 to 2026-10-01 0 P purchase lines · 37 S sale lines · 391 other lines |
|---|---|
| SEC company submissions | Open SEC filings ↗ |
Local ledger as of 2026-10-19. Mapping status is an audit field and does not erase SEC filing evidence.