| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
EVP, Chief Financial Officer | Chief Financial Officer
1 company
Tricia L Fulton last filed a Form 4 in February 2023, as EVP, Chief Financial Officer at HLIO. Tricia L Fulton's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Tricia L Fulton's trades have earned a middling insider score of 66/100 across 4 rated trades. Over a 12-month horizon, all 4 of those trades were profitable, with an average 12-month return of +42.6%.
At the last filing, the largest reported position was 63,458 shares of HLIO. The HLIO filings lean toward selling, a net 36,000 shares.
Tricia L Fulton has 47 Form 4 filings on record from April 2015 to February 2023, all as EVP, Chief Financial Officer at Helios Technologies (HLIO), 2015–2023.
The 73 reported transactions were 22 open-market sales, 19 tax withholdings, 15 option or other derivative awards and 12 option exercises, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 20 sales worth about $2.0M.
The largest open-market sale was 7,500 shares of HLIO at an average $54.21 on September 18, 2018, about $407K.
Shares as reported in the last Form 4 for each company; the most recent is from February 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2021 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 3,500 | $102.15 | $357,535.00 | -7.7% | -28.7% | -52.6% | |
| Sep 27, 2021 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 1,000 | $90.00 | $90,000.00 | -2.1% | +17.7% | -44.5% | |
| Aug 10, 2021 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 1,000 | $85.00 | $85,000.00 | -2.1% | +22.6% | -22.2% | |
| Feb 5, 2021 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 2,000 | $60.04 | $120,080.98 | -4.1% | - | - | |
| Jan 6, 2021 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 2,000 | $55.00 | $110,000.00 | -4.0% | - | - | |
| Dec 9, 2020 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 1,500 | $52.00 | $78,000.00 | -2.9% | - | - | |
| Nov 16, 2020 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 30 | $50.00 | $1,500.00 | - | - | - | |
| Nov 10, 2020 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 1,470 | $50.00 | $73,500.00 | -2.7% | - | - | |
| Jan 16, 2020 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 1,500 | $48.00 | $72,000.00 | -2.7% | - | - | |
| Nov 5, 2019 | HLIO Helios Technologies, Inc. | Chief Financial Officer | Sell | 1,500 | $45.00 | $67,500.00 | -2.6% | - | - |