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HBIO · Harvard Bioscience Inc
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HBIO Harvard Bioscience (HBIO) Insider Trading, Ownership & Congress Trades

Medical Devices · Laboratory analytical instruments · CIK 0001123494
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
8
13F, latest reported quarter

HBIO filings, in plain words

Read the full summary

The latest 5% ownership filing is a 13D by BroadOak Income Fund, L.P., filed 2026-03-23, for 15.3% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Harvard Bioscience insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for HARVARD BIOSCIENCE INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
BUY
2026-03-18 SECtraded 2026-03-17
10,000
$48.7K
+48.6%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 47.6% of the 21,000 shares held after it.
  • 3 other insiders bought within 30 days.
  • 8 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director DENELSKY STEPHEN J bought about $48.7K of HBIO on Mar 17, 2026; 3 other insiders bought within 30 days and 8 funds added in the latest 13F quarter.
BUY
2026-03-18 SECtraded 2026-03-17
8,475
$41.1K
+48.6%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Mar 16, 2026.
  • The trade is 26.5% of the 32,000 shares held after it.
  • 3 other insiders bought within 30 days.
  • 8 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Snider William bought about $41.1K of HBIO on Mar 17, 2026; 3 other insiders bought within 30 days and 8 funds added in the latest 13F quarter.
BUY
2026-03-18 SECtraded 2026-03-16
12,525
$62.5K
+48.6%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 53.2% of the 23,525 shares held after it.
  • 3 other insiders bought within 30 days.
  • 8 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Snider William bought about $62.5K of HBIO on Mar 16, 2026, the largest insider purchase at the company since 2023; 3 other insiders bought within 30 days and 8 funds added in the latest 13F quarter.
Chief Executive Officer
BUY
2026-03-17 SECtraded 2026-03-16
5,000
$25.1K
+70.5%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 4.8% of the 105,000 shares held after it.
  • 3 other insiders bought within 30 days.
  • 8 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Duke John D bought about $25.1K of HBIO on Mar 16, 2026, the largest insider purchase at the company since 2024; 3 other insiders bought within 30 days and 8 funds added in the latest 13F quarter.
Chief Financial Officer
BUY
2026-04-01 SECtraded 2026-03-16
5,000
$25.0K
+60.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 28.6% of the 17,500 shares held after it.
  • 3 other insiders bought within 30 days.
  • 8 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Frost Mark T bought about $25.0K of HBIO on Mar 16, 2026, the largest insider purchase at the company since 2024; 3 other insiders bought within 30 days and 8 funds added in the latest 13F quarter.
26 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 21 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
8 funds bought in last quarter
below 88% of Medical Devices
Revenue
-8.1% year over year
below 86% of Medical Devices
Margin
-65.5% net margin
below 72% of Medical Devices
Buybacks
no share repurchases reported
Short interest
1.2% of the float short (float per yahoo 2026-10-26) · 2.6 days to cover · settled 2026-09-30
below 72% of Medical Devices
What changed in the last 30 days
Nothing new filed in the last 30 days

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+108.0%12M
+0%+38%+76%+114%2025-102025-122026-022026-042026-062026-082026-10 2026-03-16 · Snider William bought $62.5K2026-03-17 · DENELSKY STEPHEN J bought $48.7K2026-03-17 · Snider William bought $41.1K2026-03-16 · Duke John D bought $25.1K2026-03-16 · Frost Mark T bought $25.0K2026-03-23 · BroadOak Income Fund, L.P. filed a 5%+ stake (15.34%)2026-03-23 · BroadOak Fund VI, L.P. filed a 5%+ stake (0.33%)2026-03-23 · BroadOak Capital Partners, LLC filed a 5%+ stake (15.57%)2026-03-23 · William Snider filed a 5%+ stake (15.97%)
Insider buy13D/G stake
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns HBIO: institutional holders (13F)

13F holdings, latest reported quarter

Congress trades in HBIO

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
BroadOak Income Fund, L.P.
Activist 13D · 2026-03-23
15.34%
BroadOak Fund VI, L.P.
Activist 13D · 2026-03-23
0.33%
BroadOak Capital Partners, LLC
Activist 13D · 2026-03-23
15.57%
William Snider
Activist 13D · 2026-03-23
15.97%

HBIO planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

HBIO mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Gabelli Global Mini Mites Fund
$24.6K position · as of 2026-06-30
0.1%
ACUITAS US MICROCAP FUND
$82.3K position · as of 2026-06-30
0.1%
Dimensional US Sustainability Core 1 ETF
$11.6K position · as of 2026-07-31
0.0%
LVIP Dimensional U.S. Core Equity 2 Fund
$3.7K position · as of 2026-06-30
0.0%
Fidelity Extended Market Index Fund
$163.3K position · as of 2026-05-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$258.6K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr Green
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$2.3M
-$2.0M
$602.6K
-70%
n/a
2023
$2.4M
$7.2M
$571.3K
-24%
n/a
2022
$2.3M
-$3.7M
$495.3K
-61%
n/a
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 8 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

HBIO financials

Revenue growth
-8.1%
XBRL, annual
Net margin
-65.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$87.8M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-11.9%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$1.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
4.94x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.02x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
-89.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-13.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-0.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$68.1M
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
-3.0%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$86.5M$94.1M$112.2M$113.3M
Gross profit$49.9M$54.8M$66.1M$60.8M
Operating income-$48.6M-$6.2M$1.9M-$6.9M
Net income-$56.7M-$12.4M-$3.4M-$9.5M
EPS (diluted)-1.28-0.28-0.08-0.23
Operating cash flow$6.7M$1.4M$14.0M$1.2M
Cash$8.6M$4.1M$4.3M$4.5M
Long-term debt$35.9M$0$30.7M$43.0M
SEC XBRL, fiscal years, as known on 2026-10-28

HBIO Stock Sonar score 5/7 axes

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HBIO ranks highest on risk and compliance (68th percentile) and profitability (49th), and lowest on institutional and government (12th), among Medical Devices peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
49
Inputs
  • Return on equity-89.9% · 27 pct, sector of 183
  • Return on assets-13.3% · 52 pct, sector of 214
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-0.6% · 67 pct, sector of 188
Financial health
29
Inputs
  • Debt to equity4.94x · 5 pct, sector of 159
  • Cash flow to debt0.02x · 54 pct, sector of 150
Growth
47
Inputs
  • Revenue growth, YoY-8.1% · 14 pct, sector of 219
  • Backlog growth, YoY+36.9% · 81 pct, sector of 37
Institutional and government
12
Inputs
  • Funds adding, latest quarter8 · 12 pct, sector of 191
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
68
Inputs
  • Short interest, % of float+1.2% · 77 pct, sector of 240
  • Recalls per $1B revenue, 3y0.00 per $1B · 100 pct, sector of 116
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+15.9% · 27 pct, sector of 198
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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