| |
| |
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| 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 4 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 |
Director |
– • – |
2017-05-01 |
4/A |
AS |
$38.99 |
$378,086 |
D/D |
(9,697) |
62,000 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
Director |
– • – |
2017-05-01 |
4 |
S |
$38.99 |
$378,086 |
D/D |
(9,697) |
61,550 |
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 |
• • – |
2005-05-31 |
4 |
S |
$36.58 |
$385,450 |
D/D |
(10,454) |
23,774 |
|
- |
|
| HLIO |
Helios Technologies Inc |
Director |
– • – |
2017-05-24 |
4 |
AS |
$43.00 |
$387,000 |
D/D |
(9,000) |
35,000 |
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 |
• • – |
2016-03-29 |
4 |
S |
$33.50 |
$484,614 |
D/D |
(14,466) |
36,247 |
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 |
• • – |
2013-09-18 |
4 |
S |
$34.94 |
$505,476 |
I/I |
(14,468) |
0 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2005-03-01 |
4 |
S |
$19.00 |
$532,014 |
D/D |
(28,000) |
34,228 |
|
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2007-03-20 |
4 |
S |
$25.97 |
$548,746 |
D/D |
(21,057) |
30,827 |
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 |
• • – |
2014-10-16 |
4 |
A |
$35.76 |
$607,920 |
D/D |
17,000 |
50,393 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2008-05-12 |
4 |
S |
$39.50 |
$643,342 |
D/D |
(16,287) |
35,950 |
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 |
Director |
– • – |
2017-05-09 |
4 |
AS |
$41.50 |
$747,000 |
D/D |
(18,000) |
43,550 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
Director |
– • – |
2016-04-01 |
4 |
A |
$33.24 |
$1,163,400 |
D/D |
35,000 |
71,247 |
0 |
- |
|
94 Records found
|
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Page 4 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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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