Congress trades
Helios Technologies, Inc. (HLIO)
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About Helios Technologies, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Sean Bagan
- Employees
- 2,300
- Listed since
- Jan 9, 1997
- Market value
- $2.3B
- Price to earnings (12 mo)
- 32.2
- Net income per share, as reported (12 mo)
- $2.16
- Dividend yield
- 0.65%
Earnings
6 reported quarters · next on Nov 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 10, 2026 | $0.88 | $0.80 | $231.9M | $230.7M | EPS beatRevenue in line |
| Q1 FY2026reported May 11, 2026 | $0.80 | $0.68 | $228.4M | $220.1M | EPS beatRevenue beat |
| Q4 FY2025reported Mar 2, 2026 | $0.81 | $0.71 | $210.7M | $197.0M | EPS beatRevenue beat |
| Q3 FY2025reported Nov 3, 2025 | $0.72 | $0.65 | $220.3M | $197.0M | EPS beatRevenue beat |
| Q2 FY2025reported Aug 4, 2025 | $0.59 | $0.49 | $212.5M | $205.4M | EPS beatRevenue beat |
| Q1 FY2025reported May 6, 2025 | $0.44 | $0.36 | $195.5M | $204.4M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed May 4, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Sean BaganPresident & Chief Executive Officer and Chief Financial Officer | $713K | $693K | $2.0M | $3.4M |
| Marc GreenbergExecutive Vice President, General Counsel & Secretary | $408K | $216K | $708K | $1.3M |
| Matteo ArduiniPresident, Hydraulics EMEA Fluid Conveyance Technology | $395K | $199K | $633K | $1.2M |
| Rick MartichPresident, Hydraulics Motion Control Technology | $306K | $162K | $538K | $1.0M |
| Jeremy EvansExecutive Vice President, Chief Financial Officer | $270K | $39K | $296K | $604K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $231.4M | 2,592,872 | +6.1% | 7.86% |
| Vanguard Portfolio Management LLC | $146.5M | 1,641,106 | +9.0% | 4.97% |
| Dimensional Fund Advisors LP | $138.3M | 1,549,341 | -4.3% | 4.70% |
| Vanguard Capital Management LLC | $130.5M | 1,462,106 | -1.0% | 4.43% |
| Sara-Bay Financial | $102.3M | 1,146,658 | -0.6% | 3.47% |
| Conestoga Capital Advisors, LLC | $96.8M | 1,084,345 | -18.2% | 3.29% |
| Invesco Ltd. | $96.7M | 1,083,038 | +394.1% | 3.28% |
| Geode Capital Management, LLC | $87.4M | 979,448 | +17.0% | 2.97% |
| Jennison Associates LLC | $87.2M | 977,554 | -5.6% | 2.96% |
| Thrivent Financial For Lutherans | $82.0M | 918,909 | -0.7% | 2.78% |
| Wellington Management Group LLP | $79.2M | 887,417 | -32.1% | 2.69% |
| State Street Corp | $75.1M | 841,953 | +6.8% | 2.54% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in HLIO
6 disclosures of 6 on record · median 32d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +2.5%After the saleS&P 500 +67.4% · -64.9 pts vs S&P 500 | Jul 18, 2023 | Aug 21, 2023 | 34d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +5.0%After the saleS&P 500 +75.2% · -70.2 pts vs S&P 500 | Jun 12, 2023 | Jul 11, 2023 | 29d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -26.4%After the saleS&P 500 +63.5% · -89.9 pts vs S&P 500 | Nov 3, 2021 | Dec 13, 2021 | 40d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +58.2%S&P 500 +130.4% · -72.1 pts vs S&P 500 | Oct 29, 2020 | Nov 5, 2020 | 7d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +77.6%S&P 500 +146.5% · -68.9 pts vs S&P 500 | Jun 30, 2020 | Jul 17, 2020 | 17d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | n/a | Sep 26, 2018 | Oct 30, 2018 | 34d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in HLIO, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded HLIO?
Josh Gottheimer, Gilbert Ray Cisneros, Jr. and Michael T. McCaul disclosed HLIO transactions in the filings shown here.
How quickly are HLIO trades disclosed?
Congressional disclosures took a median of 32 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.