| |
| |
|
| Insider
Information: |
Carlson Allen J |
| Relationship: |
|
| City: |
Sarasota |
| State: |
FL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
104,106 |
|
|
Indirect Shares
|
70 |
|
|
| Direct
Value |
$2,967,909 |
|
|
|
Indirect Value
|
$3,449 |
|
|
| Total
Shares |
104,176 |
|
|
| Total
Value |
$2,971,358 |
|
|
|
|
|
|
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
0
|
|
Stock
price went up :
|
1
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
0.0
|
| Percentage
Gain/Loss : |
 50.6%
|
0.0%
|
| |
|
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|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Helios Technologies Inc |
HLIO |
Director |
2018-03-16 |
38,250 |
2018-03-16 |
70 |
Premium* |
|
|
Mayville Engineering Company, Inc. |
MEC |
|
2024-04-16 |
65,856 |
2020-03-02 |
0 |
Premium* |
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Records found :
94 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-02-22 |
4 |
S |
$18.00 |
$34,200 |
D/D |
(1,900) |
34,228 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-06-01 |
4 |
OE |
$8.27 |
$16,540 |
D/D |
2,000 |
25,774 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-06-01 |
4 |
S |
$36.00 |
$72,030 |
D/D |
(2,000) |
23,774 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-09-30 |
4 |
S |
$24.00 |
$57,602 |
D/D |
(2,400) |
25,787 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2008-05-13 |
4 |
S |
$39.50 |
$96,578 |
D/D |
(2,445) |
33,505 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-01-11 |
4 |
OE |
$6.00 |
$18,196 |
D/D |
2,792 |
34,589 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-01-11 |
4 |
S |
$16.00 |
$44,672 |
D/D |
(2,792) |
34,228 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2006-06-26 |
4 |
OE |
$5.51 |
$16,530 |
D/D |
3,000 |
51,213 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2007-06-28 |
4 |
S |
$47.43 |
$142,276 |
D/D |
(3,000) |
27,289 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-01-13 |
4 |
S |
$16.00 |
$53,424 |
D/D |
(3,339) |
34,228 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-01-13 |
4 |
OE |
$10.00 |
$33,390 |
D/D |
3,339 |
37,567 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2009-09-23 |
4 |
S |
$22.17 |
$77,595 |
D/D |
(3,500) |
38,602 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2011-05-31 |
4 |
OE |
$12.27 |
$49,681 |
D/D |
4,049 |
55,302 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2003-09-29 |
4 |
A |
$0.00 |
$0 |
D/D |
4,800 |
25,717 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-01-10 |
4 |
OE |
$6.00 |
$28,992 |
D/D |
4,832 |
39,060 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-01-10 |
4 |
S |
$16.00 |
$77,312 |
D/D |
(4,832) |
34,228 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, Chief Executive Off |
• • – |
2004-10-15 |
4 |
A |
$0.00 |
$0 |
D/D |
4,858 |
34,228 |
|
- |
|
| HLIO |
Helios Technologies Inc |
officerTitle |
• • – |
2005-12-09 |
4 |
A |
$18.41 |
$90,025 |
D/D |
4,890 |
32,481 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2007-05-21 |
4 |
OE |
$4.73 |
$23,241 |
D/D |
4,901 |
35,190 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2007-05-21 |
4 |
S |
$41.00 |
$201,035 |
D/D |
(4,901) |
30,289 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2008-03-19 |
4 |
OE |
$5.49 |
$36,570 |
D/D |
4,994 |
51,976 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2010-11-08 |
4 |
AS |
$34.00 |
$170,000 |
D/D |
(5,000) |
50,848 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2011-07-07 |
4 |
AS |
$50.00 |
$250,000 |
D/D |
(5,000) |
50,454 |
0 |
- |
|
| MEC |
Mayville Engineering Comp... |
Director |
– • – |
2020-03-02 |
4 |
B |
$7.47 |
$37,345 |
D/D |
5,000 |
10,000 |
2.39 |
% |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-11-21 |
4 |
S |
$40.49 |
$205,001 |
D/D |
(5,063) |
52,197 |
0 |
- |
|
94 Records found
|
|
Page 2 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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