Fred J. Joseph's most recent trade in Helios Technologies Inc was a trade of 5,808 Performance Stock Options (right to buy) done . Disclosure was reported to the exchange on March 5, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2026 | 5,808 | 5,808 | - | - | Performance Stock Options (right to buy) | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2026 | 2,807 | 2,807 | - | - | Restricted Stock Units | |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2026 | 5,256 | 5,256 | - | - | Stock Options | |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2026 | 1,360 | 1,360 | - | - | Restricted Stock Units | |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Mar 2026 | 1,081 | 0 | - | - | Restricted Stock Units | |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Mar 2026 | 1,081 | 32,391 (0%) | 0% | 0 | Common Stock | |
| First Community Corp | Fred Joseph Deutsch | Director, Executive Vice President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jan 2026 | 25,968 | 25,968 (0%) | 0% | 0 | Common Stock | |
| First Community Corp | Fred Joseph Deutsch | Director, Executive Vice President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jan 2026 | 2,500 | 28 (0%) | 0% | 0 | Common Stock | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Jan 2026 | 515 | 0 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 59.46 per share. | 06 Jan 2026 | 515 | 13,959 (0%) | 0% | 59.5 | 30,622 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Payment of exercise price or tax liability using portion of securities received from the company at price $ 59.46 per share. | 06 Jan 2026 | 230 | 13,729 (0%) | 0% | 59.5 | 13,676 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Jan 2026 | 1,382 | 2,764 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 54.71 per share. | 03 Jan 2026 | 1,382 | 14,062 (0%) | 0% | 54.7 | 75,609 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 54.71 per share. | 03 Jan 2026 | 937 | 13,099 (0%) | 0% | 54.7 | 51,263 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Jan 2026 | 937 | 938 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Payment of exercise price or tax liability using portion of securities received from the company at price $ 54.71 per share. | 03 Jan 2026 | 618 | 13,444 (0%) | 0% | 54.7 | 33,811 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Payment of exercise price or tax liability using portion of securities received from the company at price $ 54.71 per share. | 03 Jan 2026 | 419 | 12,680 (0%) | 0% | 54.7 | 22,923 | Common Stock |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 13.89 per share. | 18 Nov 2025 | 3,750 | 31,310 (0%) | 0% | 13.9 | 52,088 | Common Stock |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Nov 2025 | 3,750 | 0 | - | - | Stock Options | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.20 per share. | 27 Oct 2025 | 686 | 25,175 (0%) | 0% | 37.2 | 25,519 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 11 Sep 2025 | 748 | 747 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Exercise or conversion of derivative security received from the company (such as an option) at price $ 55.89 per share. | 11 Sep 2025 | 748 | 12,457 (0%) | 0% | 55.9 | 41,806 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, MCT | Payment of exercise price or tax liability using portion of securities received from the company at price $ 55.89 per share. | 11 Sep 2025 | 295 | 12,162 (0%) | 0% | 55.9 | 16,488 | Common Stock |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Apr 2025 | 3,318 | 25,861 (0%) | 0% | 0 | Common Stock | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 36.44 per share. | 29 Apr 2025 | 743 | 22,543 (0%) | 0% | 36.4 | 27,075 | Common Stock |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Mar 2025 | 4,000 | 4,000 | - | - | Stock Options | |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Mar 2025 | 1,081 | 1,081 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2025 | 8,876 | 8,876 | - | - | Performance Stock Options (right to buy) | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2025 | 4,146 | 4,146 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Jan 2025 | 515 | 515 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 44.67 per share. | 06 Jan 2025 | 515 | 11,939 (0%) | 0% | 44.7 | 23,005 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Payment of exercise price or tax liability using portion of securities received from the company at price $ 44.67 per share. | 06 Jan 2025 | 230 | 11,709 (0%) | 0% | 44.7 | 10,274 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 44.37 per share. | 03 Jan 2025 | 1,203 | 11,962 (0%) | 0% | 44.4 | 53,377 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Jan 2025 | 937 | 1,875 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Payment of exercise price or tax liability using portion of securities received from the company at price $ 44.37 per share. | 03 Jan 2025 | 538 | 11,424 (0%) | 0% | 44.4 | 23,871 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Jan 2025 | 266 | 0 | - | - | Restricted Stock Units | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 45.50 per share. | 28 Oct 2024 | 742 | 23,286 (0%) | 0% | 45.5 | 33,761 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Sep 2024 | 5,342 | 5,342 | - | - | Stock Options (right to buy) | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Apr 2024 | 3,589 | 24,028 (0%) | 0% | 0 | Common Stock | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.73 per share. | 30 Apr 2024 | 890 | 20,439 (0%) | 0% | 32.7 | 29,130 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Apr 2024 | 1,992 | 0 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Apr 2024 | 1,992 | 11,542 (0%) | 0% | 0 | Common Stock | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Payment of exercise price or tax liability using portion of securities received from the company at price $ 44.05 per share. | 01 Apr 2024 | 783 | 10,759 (0%) | 0% | 44.0 | 34,491 | Common Stock |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Feb 2024 | 1,304 | 10,133 (0%) | 0% | 0 | Common Stock | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Feb 2024 | 1,304 | 0 | - | - | Performance-Based Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Payment of exercise price or tax liability using portion of securities received from the company at price $ 45.35 per share. | 22 Feb 2024 | 583 | 9,550 (0%) | 0% | 45.3 | 26,439 | Common Stock |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Feb 2024 | 5,400 | 0 | - | - | Stock Options | |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.54 per share. | 16 Feb 2024 | 5,400 | 27,560 (0%) | 0% | 14.5 | 78,516 | Common Stock |
| Helios Tech Inc | Joseph Frederick Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Jan 2024 | 294 | 8,961 (0%) | 0% | 0 | Common Stock | |
| Helios Tech Inc | Martich Joseph Frederick | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 28 Jan 2024 | 294 | 0 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Martich Frederick Joseph | Pres. of Hydraulics, Americas | Payment of exercise price or tax liability using portion of securities received from the company at price $ 42.87 per share. | 28 Jan 2024 | 132 | 8,829 (0%) | 0% | 42.9 | 5,659 | Common Stock |
| Helios Tech Inc | Martich Joseph Frederick | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Jan 2024 | 515 | 1,030 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Joseph Frederick Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Jan 2024 | 515 | 8,897 (0%) | 0% | 0 | Common Stock | |
| Helios Tech Inc | Joseph Frederick Martich | Pres. of Hydraulics, Americas | Payment of exercise price or tax liability using portion of securities received from the company at price $ 42.35 per share. | 06 Jan 2024 | 230 | 8,667 (0%) | 0% | 42.4 | 9,741 | Common Stock |
| Helios Tech Inc | Martich Frederick Joseph | Pres. of Hydraulics, Americas | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jan 2024 | 4,804 | 4,804 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jan 2024 | 2,813 | 2,813 | - | - | Performance-Based Restricted Stock Units | |
| Helios Tech Inc | Frederick Joseph Martich | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Jan 2024 | 266 | 266 | - | - | Restricted Stock Units | |
| Helios Tech Inc | Frederick Martich Joseph | Pres. of Hydraulics, Americas | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Jan 2024 | 266 | 8,501 (0%) | 0% | 0 | Common Stock | |
| Helios Tech Inc | Frederick Martich Joseph | Pres. of Hydraulics, Americas | Payment of exercise price or tax liability using portion of securities received from the company at price $ 42.67 per share. | 03 Jan 2024 | 119 | 8,382 (0%) | 0% | 42.7 | 5,078 | Common Stock |
| Capital Bancorp Inc | Fred Joseph Lewis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2024 | 3,400 | 3,400 | - | - | Stock Options | |
| Capital Bancorp Inc | Lewis Joseph Fred | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2024 | 1,215 | 22,160 (0%) | 0% | 0 | Common Stock | |
| Capital Bancorp Inc | Joseph Fred Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2023 | 10,000 | 0 | - | - | Stock Options | |
| Capital Bancorp Inc | Joseph Fred Lewis | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 11.38 per share. | 30 Nov 2023 | 10,000 | 20,945 (0%) | 0% | 11.4 | 113,800 | Common Stock |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.28 per share. | 05 Nov 2023 | 890 | 21,329 (0%) | 0% | 32.3 | 28,729 | Common Stock |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 May 2023 | 4,302 | 22,219 (0%) | 0% | 0 | Common Stock | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.16 per share. | 08 May 2023 | 608 | 17,917 (0%) | 0% | 28.2 | 17,121 | Common Stock |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 41.94 per share. | 30 Oct 2022 | 610 | 18,525 (0%) | 0% | 41.9 | 25,583 | Common Stock |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2022 | 2,938 | 19,135 (0%) | 0% | 0 | Common Stock | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.03 per share. | 02 May 2022 | 574 | 16,197 (0%) | 0% | 37.0 | 21,255 | Common Stock |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 43.37 per share. | 31 Oct 2021 | 573 | 16,771 (0%) | 0% | 43.4 | 24,851 | Common Stock |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 May 2021 | 2,763 | 17,344 (0%) | 0% | 0 | Common Stock | |
| National Bank Holdings Corp (Class A) | Fred J. Joseph | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 39.70 per share. | 03 May 2021 | 915 | 14,581 (0%) | 0% | 39.7 | 36,326 | Common Stock |