| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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%
|
| |
|
|
|
|
|
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 3 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 |
• • – |
2008-05-13 |
4 |
S |
$39.50 |
$96,578 |
D/D |
(2,445) |
33,505 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2008-10-22 |
4 |
A |
$18.90 |
$132,300 |
D/D |
7,000 |
41,001 |
0 |
- |
|
| 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 |
• • – |
2009-10-09 |
4 |
A |
$21.07 |
$158,025 |
D/D |
7,500 |
46,486 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2010-10-26 |
4 |
A |
$31.11 |
$256,658 |
D/D |
8,250 |
55,848 |
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 |
• • – |
2011-05-31 |
4 |
OE |
$12.27 |
$49,681 |
D/D |
4,049 |
55,302 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2011-07-07 |
4 |
AS |
$50.00 |
$250,000 |
D/D |
(5,000) |
50,454 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2012-06-04 |
4 |
A |
$28.46 |
$426,900 |
D/D |
15,000 |
91,472 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2012-09-25 |
4 |
S |
$27.00 |
$163,971 |
D/D |
(6,073) |
85,744 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2012-10-22 |
4 |
A |
$25.41 |
$381,150 |
D/D |
15,000 |
101,105 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-07-05 |
4/A |
AS |
$32.50 |
$365,430 |
D/D |
(11,244) |
90,830 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President and CEO |
• – – |
2013-07-05 |
4 |
S |
$32.50 |
$365,430 |
D/D |
(11,244) |
90,830 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-07-09 |
4/A |
AS |
$33.00 |
$661,980 |
D/D |
(20,060) |
70,770 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President and CEO |
• – – |
2013-07-09 |
4 |
S |
$33.00 |
$661,980 |
D/D |
(20,060) |
70,770 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-09-10 |
4 |
S |
$33.50 |
$718,709 |
D/D |
(21,454) |
49,316 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-09-18 |
4 |
S |
$34.94 |
$505,476 |
I/I |
(14,468) |
0 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-10-11 |
4 |
A |
$37.64 |
$583,420 |
D/D |
15,500 |
65,072 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-11-07 |
4 |
S |
$40.50 |
$310,916 |
D/D |
(7,677) |
57,395 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-11-19 |
4 |
S |
$40.49 |
$5,466 |
D/D |
(135) |
57,260 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2013-11-21 |
4 |
S |
$40.49 |
$205,001 |
D/D |
(5,063) |
52,197 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President & CEO |
• • – |
2013-12-26 |
4 |
S |
$41.50 |
$74,119 |
D/D |
(1,786) |
50,411 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President & CEO |
• • – |
2013-12-27 |
4 |
S |
$41.50 |
$20,709 |
D/D |
(499) |
49,912 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2014-02-20 |
4 |
AS |
$41.50 |
$491,360 |
D/D |
(11,840) |
38,093 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2014-03-27 |
4 |
S |
$42.91 |
$230,059 |
D/D |
(5,361) |
32,732 |
0 |
- |
|
94 Records found
|
|
Page 3 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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