赫利俄斯科技公司
US ˙ NYSE ˙ US42328H1095

簡介

本頁面提供了有關 Tricia L Fulton 已知的內部交易歷史的全面分析。內部人士包括公司的高管、董事或重要投資者。一般而言,基於內幕、非公開信息進行交易是非法的。這並不意味著他們在自己的公司進行任何交易都是非法的。但是,他們必須透過Form 4向美國證券交易委員會(SEC)報告所有交易。盡管存在這些限制,學術研究表明,內部人士 - 整體而言 - 在自己公司中的投資表現往往優於市場。

平均交易盈利能力

「平均交易盈利能力」衡量了內部人士在過去三年中所有非計劃性的公開市場購買交易的平均回報率。計算過程包括檢查每筆交易,排除了作為10b5-1交易計劃的一部分的交易。然後,對每筆交易在3、6和12個月的表現進行平均,以生成該筆交易最終的表現指標。最終,將所有交易的表現指標進行平均,計算出內部人士的總體平均表現指標。列表僅包含在過去兩年中進行過至少三筆交易的內部人士。

如果內部人士的交易盈利能力顯示為"N/A",則可能是因為該內部人士在過去三年內沒有進行任何公開市場購買交易,或者他們進行的交易距離現在太近,無法計算出可靠的表現指標。

更新頻率:每日

查看收益最高的的內幕交易者列表。

報告內部持倉的公司

SEC文件顯示Tricia L Fulton已報告在以下公司擁有持倉或進行了交易:

證券 職位 最新報告的持倉
US:HLIO / Helios Technologies, Inc. EVP, Chief Financial Officer 63,458
如何解讀這些圖表

以下圖表顯示了在Tricia L Fulton進行的每筆公開市場非計劃交易後證券的股價表現。非計劃交易是指沒有作為10b5-1交易計劃的一部分而進行的交易。股價表現以累積百分比變化的方式繪製。例如,如果一筆內部人士交易是在2019年1月1日進行的,該圖表將顯示該證券的每日百分比變化直至當前日期。如果在此期間股價從10美元漲至15美元,則股價的累積百分比變化將為50%。從10美元漲至20美元的價格變化將為100%,而從10美元跌至5美元的價格變化將為-50%。

最終,我們將評估內部人士的交易與股價的超額回報(正向或負向)之間的相關性,以判斷內部人士是否在交易中利用內部信息獲利。如果內部人士有這樣的行為,我們預期看到(a)購買後的正回報,或者(b)賣出後的負回報。對於情況(a),購買圖表將顯示一系列向上傾斜的曲線,表示每次購買後都有正回報。對於情況(b),賣出圖表將顯示一系列向下傾斜的曲線,表示每次賣出後都有負回報。

然而,僅憑這一點還不足以得出結論。例如,如果公司的股價在多年內呈現非周期性上升,我們會預期所有購買後的圖表都呈現向上傾斜。同樣地,多年來呈現非周期性下降的股價會導致賣出後的圖表也呈現向下傾斜。這兩種情況的圖表都不能表示內部人士在進行內幕交易。

最有力的指標是在公司股價呈極度循環波動的情況下,「購買」圖表顯示正向信號,而「賣出」圖表顯示負向趨勢。這種情況強烈暗示內部人士可能根據內幕信息精確地計時進行交易,以獲得財務優勢。

HLIO / Helios Technologies, Inc.內部人士買入 - 短期收益分析

在這一部分,我們分析了在 HLIO / Helios Technologies, Inc. 中進行的每筆非計劃的公開市場內部人士購買的盈利情況。這種分析有助於了解內部人士是否持續產生異常的回報,以及是否值得跟踪。該分析基於每筆交易後一年的情況,結果僅為理論值

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最高利潤的
天數
達到最高利潤時的
價格
最高
淨利 ($)
最高回報率(%)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

HLIO / Helios Technologies, Inc. Insider Trades
HLIO / Helios Technologies, Inc.內部人士賣出 - 短期虧損分析

在這一部分,我們分析了在 HLIO / Helios Technologies, Inc. 中進行的每筆非計劃的公開市場內部人士賣出所達成的短期虧損規避。如果存在持續的虧損規避模式,可能表明未來的內部人士賣出交易預示著價格的下跌。該分析基於每筆交易後一年的情況,

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數
Reported
價格
經調整
股數
經調整
價格
成本基礎 達到最低利潤的
天數
達到最低利潤時的
價格
避免的
最高損失金額($)
避免的
最高損失率($)
2016-03-18 SNHY Fulton Tricia L 889 35.0000 889 35.0000 31,115 730
2016-03-07 SNHY Fulton Tricia L 1,250 34.0000 1,250 34.0000 42,500
2016-03-03 SNHY Fulton Tricia L 1,250 33.0000 1,250 33.0000 41,250
2015-03-19 SNHY Fulton Tricia L 2,000 40.8247 2,000 40.8247 81,649
2013-09-18 SNHY Fulton Tricia L 2,000 35.3510 2,000 35.3510 70,702
2012-09-25 SNHY Fulton Tricia L 1,000 27.0000 1,000 27.0000 27,000

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

HLIO / Helios Technologies, Inc. Insider Trades
歷史內部人交易

該表格顯示了由 Tricia L Fulton 進行的所有內幕交易的完整列表,這些交易已向美國證券交易委員會(SEC)披露。

呈報日期 交易日期 表格 證券代碼 證券 代碼 10b5-1 股份 剩餘股份 %
變化
每股
股價
交易
金額
剩餘
金額
2023-03-02 2023-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -425 63,458 -0.67 67.74 -28,790 4,298,627
2023-03-02 2023-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 1,080 63,883 1.72
2023-03-02 2023-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -5,074 62,803 -7.48 54.44 -276,229 3,418,981
2023-03-02 2023-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 12,894 67,877 23.45
2023-01-31 2023-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -429 54,983 -0.77 66.19 -28,396 3,639,308
2023-01-31 2023-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 975 55,412 1.79
2023-01-05 2023-01-03 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -522 54,437 -0.95 54.41 -28,402 2,961,900
2023-01-05 2023-01-03 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 1,167 54,959 2.17
2022-04-28 2022-04-26 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
M - Exercise 7,740 0 -100.00
2022-04-28 2022-04-26 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -3,046 53,792 -5.36 68.66 -209,138 3,693,337
2022-04-28 2022-04-26 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 7,740 56,830 15.77
2022-03-04 2022-01-03 4 HLIO HELIOS TECHNOLOGIES, INC.
Performance-Based Restricted Stock Units
A - Award 3,503 3,503
2022-03-01 2022-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
M - Exercise -1,080 1,080 -50.00
2022-03-01 2022-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -425 49,090 -0.86 78.41 -33,324 3,849,117
2022-03-01 2022-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 1,080 49,515 2.23
2022-03-01 2022-02-25 4 HLIO HELIOS TECHNOLOGIES, INC.
Performance-Based Restricted Stock Units
M - Exercise -7,742 0 -100.00
2022-03-01 2022-02-25 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -3,047 48,435 -5.92 105.17 -320,453 5,093,869
2022-03-01 2022-02-25 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 7,742 51,482 17.70
2022-02-24 2022-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
M - Exercise -1,721 0 -100.00
2022-02-24 2022-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -672 43,740 -1.51 74.52 -50,077 3,259,477
2022-02-24 2022-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 1,721 44,412 4.03
2022-02-01 2022-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
M - Exercise -975 1,951 -33.32
2022-02-01 2022-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -436 42,691 -1.01 77.10 -33,616 3,291,447
2022-02-01 2022-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 975 43,127 2.31
2022-01-04 2022-01-03 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
A - Award 3,503 3,503
2021-11-10 2021-11-09 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,500 42,144 -3.44 105.00 -157,500 4,425,096
2021-11-10 2021-11-08 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -2,000 43,644 -4.38 100.02 -200,035 4,365,141
2021-09-28 2021-09-27 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,000 45,636 -2.14 90.00 -90,000 4,107,196
2021-08-11 2021-08-10 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,000 46,636 -2.10 85.00 -85,000 3,964,018
2021-03-09 2021-03-06 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -1,072 47,615 -2.20 70.11 -75,158 3,338,259
2021-03-02 2021-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
M - Exercise -1,079 2,160 -33.31
2021-03-02 2021-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -259 48,687 -0.53 65.40 -16,939 3,184,103
2021-03-02 2021-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 1,079 48,946 2.25
2021-02-24 2021-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
M - Exercise -1,721 1,721 -50.00
2021-02-24 2021-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -478 47,867 -0.99 64.28 -30,726 3,076,865
2021-02-24 2021-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 1,721 48,345 3.69
2021-02-08 2021-02-05 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,400 46,624 -2.92 60.06 -84,080 2,800,097
2021-02-08 2021-02-04 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -600 48,024 -1.23 60.00 -36,000 2,881,454
2021-02-01 2021-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
A - Award 2,926 2,926
2021-02-01 2021-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Non-qualified Stock Options (right to buy)
A - Award 2,926 2,926
2021-02-01 2021-01-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Performance-Based Restricted Stock Units
A - Award 5,853 5,853
2021-01-08 2021-01-06 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -2,000 48,624 -3.95 55.00 -110,000 2,674,298
2020-12-11 2020-12-09 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,500 50,606 -2.88 52.00 -78,000 2,631,524
2020-11-17 2020-11-16 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -30 52,106 -0.06 50.00 -1,500 2,605,312
2020-11-12 2020-11-10 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,470 52,136 -2.74 50.00 -73,500 2,606,812
2020-04-29 2020-04-27 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
A - Award 7,740 7,740
2020-03-09 2020-03-06 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -1,072 53,553 -1.96 41.12 -44,081 2,202,087
2020-03-04 2020-03-03 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -974 54,625 -1.75 41.24 -40,168 2,252,723
2020-03-03 2020-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
A - Award 3,239 3,239
2020-03-03 2020-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Non-qualified Stock Options (right to buy)
A - Award 3,239 3,239
2020-03-03 2020-02-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Performance-Based Restricted Stock Units
A - Award 6,478 6,478
2020-02-25 2020-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
M - Exercise -1,721 3,442 -33.33
2020-02-25 2020-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -511 55,599 -0.91 41.82 -21,370 2,325,138
2020-02-25 2020-02-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
M - Exercise 1,721 56,110 3.16
2020-02-25 2019-02-22 4/A HLIO HELIOS TECHNOLOGIES, INC.
Restricted Stock Units
A - Award 5,163 5,163
2020-02-25 2019-02-22 4/A HLIO HELIOS TECHNOLOGIES, INC.
Performance-Based Restricted Stock Units
A - Award 5,162 5,162
2020-01-17 2020-01-16 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,500 54,372 -2.68 48.00 -72,000 2,609,873
2019-11-07 2019-11-05 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
S - Sale X -1,500 55,872 -2.61 45.00 -67,500 2,514,256
2019-11-07 2018-10-22 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -1,100 56,938 -1.90 47.14 -51,854 2,684,064
2019-11-07 2018-03-03 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
F - Taxes -1,200 58,038 -2.03 53.03 -63,636 3,077,762
2019-07-02 2019-06-28 4 HLIO HELIOS TECHNOLOGIES, INC.
Common Stock
G - Gift -500 59,238 -0.84 46.18 -23,090 2,735,617
2019-04-10 2019-03-06 4 SNHY SUN HYDRAULICS CORP
Common Stock
F - Taxes -1,320 59,738 -2.16 49.01 -64,693 2,927,766
2019-04-10 2019-03-03 4 SNHY SUN HYDRAULICS CORP
Common Stock
F - Taxes -1,200 61,508 -1.91 49.53 -59,436 3,046,498
2019-02-26 2019-02-22 4 SNHY SUN HYDRAULICS CORP
Performance-Based Restricted Stock Units
A - Award 5,162 5,162
2019-02-26 2019-02-22 4 SNHY SUN HYDRAULICS CORP
Restricted Stock Units
A - Award 5,162 5,162
2018-09-20 2018-09-18 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -7,500 62,091 -10.78 54.21 -406,589 3,366,078
2018-07-20 2018-07-09 4/A SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -592 69,591 -0.84 52.00 -30,784 3,618,739
2018-07-12 2018-07-09 4 SNHY SUN HYDRAULICS CORP
Common Stock
D - Sale to Issuer -592 69,591 -0.84 52.00 -30,784 3,618,739
2018-03-08 2018-03-06 4 SNHY SUN HYDRAULICS CORP
Common Stock
A - Award 13,200 69,874 23.29 53.81 710,292 3,759,930
2017-05-11 2017-05-09 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -3,000 56,211 -5.07 41.25 -123,750 2,318,684
2017-05-04 2017-05-03 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -2,000 59,211 -3.27 39.75 -79,500 2,353,618
2017-05-01 2017-04-27 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -2,000 61,211 -3.16 38.75 -77,500 2,371,908
2017-03-07 2017-03-03 4 SNHY SUN HYDRAULICS CORP
Common Stock
A - Award 12,000 62,998 23.53 35.45 425,400 2,233,280
2016-04-28 2016-04-26 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -111 50,385 -0.22 35.00 -3,885 1,763,491
2016-03-22 2016-03-18 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale -889 50,265 -1.74 35.00 -31,115 1,759,291
2016-03-09 2016-03-07 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale -1,250 51,154 -2.39 34.00 -42,500 1,739,252
2016-03-07 2016-03-03 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale -1,250 52,404 -2.33 33.00 -41,250 1,729,347
2015-12-30 2015-12-29 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -1,500 53,629 -2.72 32.50 -48,750 1,742,934
2015-10-26 2015-10-22 4 SNHY SUN HYDRAULICS CORP
Common Stock
A - Award 11,000 55,129 24.93 29.89 328,790 1,647,798
2015-04-29 2015-04-27 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -1,000 43,643 -2.24 42.00 -42,000 1,832,992
2015-03-23 2015-03-19 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale -2,000 44,461 -4.30 40.82 -81,649 1,815,099
2015-02-26 2015-02-24 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -750 46,461 -1.59 41.00 -30,750 1,904,893
2014-12-29 2014-12-24 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -250 46,918 -0.53 40.00 -10,000 1,876,731
2014-10-20 2014-10-16 4 SNHY SUN HYDRAULICS CORP
Common Stock
A - Award 11,000 47,168 30.41 35.76 393,360 1,686,737
2013-10-15 2013-10-11 4 SNHY SUN HYDRAULICS CORP
Common Stock
A - Award 8,400 35,782 30.68 37.64 316,176 1,346,820
2013-09-20 2013-09-18 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale -2,000 27,261 -6.84 35.35 -70,702 963,706
2013-07-11 2013-07-09 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -500 29,261 -1.68 33.00 -16,500 965,615
2013-07-08 2013-07-05 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -500 29,761 -1.65 32.50 -16,250 967,234
2013-07-03 2013-07-02 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -406 30,261 -1.32 32.00 -12,992 968,354
2013-07-03 2013-07-01 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -94 30,667 -0.31 32.00 -3,008 981,346
2013-05-07 2013-05-03 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale X -500 30,657 -1.60 34.00 -17,000 1,042,344
2012-10-24 2012-10-22 4 SNHY SUN HYDRAULICS CORP
Common Stock
A - Award 8,100 30,846 35.61 25.41 205,821 783,797
2012-09-27 2012-09-25 4 SNHY SUN HYDRAULICS CORP
Common Stock
S - Sale -1,000 22,608 -4.24 27.00 -27,000 610,421
2012-06-06 2012-06-04 4 SNHY SUN HYDRAULICS CORP
Common Stock
A - Award 7,500 23,491 46.90 28.46 213,450 668,551
2006-03-13 3 SNHY SUN HYDRAULICS CORP
Common Stock
6,990
2006-03-13 3 SNHY SUN HYDRAULICS CORP
Common Stock
964
P
非衍生或衍生證券的公開市場或私下買入
S
非衍生或衍生證券的公開市場或私下賣出
A
公司向內部人員授予、獎勵或以其他方式獲取證券(例如股票期權)
C
衍生工具轉換
D
將證券賣出或轉讓回公司
F
使用從公司收到的證券的一部分來支付行使價或稅務負擔。
G
內部人士贈送或接收他人贈送公司股票
K
股權掉期和類似的避險交易
M
行使或轉換從公司獲得的衍生證券(例如期權)
V
內部人士透過Form 4自願報告的一筆交易
J
其他(附有交易描述的腳註)