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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   $3,036,204    

Indirect Value

  $3,693      
Total Shares   104,176      
Total Value   $3,039,897      


Helios Technologies Inc
 $2,018,070 Mayville Engineering Company, Inc.
 $1,018,134 Helios Technologies Inc
 $2,018,070 Mayville Engineering Company, Inc.
 $1,018,134
 


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*  
* Premium Members only  

Records found :    94         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MEC Mayville Engineering Comp...   •       •      –    2023-04-18 4 OE $0.00 $0 D/D 14,485 56,135 0 -
MEC Mayville Engineering Comp...   •       •      –    2024-04-16 4 OE $0.00 $0 D/D 9,721 65,856 0 -
HLIO Helios Technologies Inc Director   –       •      –    2015-04-27 4 AS $42.14 $29,495 D/D (700) 50,024 0 -
HLIO Helios Technologies Inc Director   –       •      –    2016-04-01 4 A $33.24 $1,163,400 D/D 35,000 71,247 0 -
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 Director   –       •      –    2017-05-09 4 AS $41.50 $747,000 D/D (18,000) 43,550 0 -
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 Director   –       •      –    2017-06-06 4 A $43.14 $32,355 D/D 750 35,750 0 -
HLIO Helios Technologies Inc Director   –       •      –    2017-09-22 4 A $52.68 $39,510 D/D 750 36,500 0 -
HLIO Helios Technologies Inc Director   –       •      –    2017-12-05 4 A $58.78 $44,085 D/D 750 37,500 0 -
HLIO Helios Technologies Inc Director   –       •      –    2018-03-16 4 A $55.02 $41,265 D/D 750 38,250 0 -
MEC Mayville Engineering Comp... Director   –       •      –    2020-03-02 4 B $7.47 $37,345 D/D 5,000 10,000 2.39 %
MEC Mayville Engineering Comp... Director   –       •      –    2020-05-08 4 OE $0.00 $0 D/D 5,883 15,883 0 -
MEC Mayville Engineering Comp... Director   –       •      –    2021-04-20 4 OE $0.00 $0 D/D 19,532 35,415 0 -
MEC Mayville Engineering Comp... Director   –       •      –    2022-04-20 4 OE $0.00 $0 D/D 6,235 41,650 0 -
HLIO Helios Technologies Inc officerTitle   •       •      –    2003-09-06 4 A $0.00 $0 D/D 9,660 20,995 -
HLIO Helios Technologies Inc officerTitle   •       •      –    2005-12-09 4 A $18.41 $90,025 D/D 4,890 32,481 -
HLIO Helios Technologies Inc officerTitle   •       •      –    2005-12-19 4 OE $4.73 $84,283 D/D 15,029 47,510 -
HLIO Helios Technologies Inc President   •       •      –    2003-09-06 4/A A $0.00 $0 D/D 9,660 20,917 -
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 and CEO   •       –      –    2013-07-05 4 S $32.50 $365,430 D/D (11,244) 90,830 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   •       •      –    2003-09-29 4 A $0.00 $0 D/D 4,800 25,717 -

  94  Records found
  1  2   3   4      
  Page 1 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