| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
94 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| HLIO |
Helios Technologies Inc |
officerTitle |
• • – |
2003-09-06 |
4 |
A |
$0.00 |
$0 |
D/D |
9,660 |
20,995 |
|
- |
|
| 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 |
• • – |
2003-09-29 |
4 |
A |
$0.00 |
$0 |
D/D |
4,800 |
25,717 |
|
- |
|
| 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 |
• • – |
2006-12-09 |
4 |
A |
$21.09 |
$140,017 |
D/D |
6,639 |
58,363 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CEO |
• • – |
2007-12-08 |
4 |
A |
$30.73 |
$170,029 |
D/D |
5,533 |
46,982 |
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 |
• • – |
2009-10-09 |
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 |
• • – |
2012-06-04 |
4 |
A |
$28.46 |
$426,900 |
D/D |
15,000 |
91,472 |
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 |
• • – |
2013-10-11 |
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 |
Director |
– • – |
2016-04-01 |
4 |
A |
$33.24 |
$1,163,400 |
D/D |
35,000 |
71,247 |
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 |
- |
|
| 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 |
- |
|
| 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, CEO |
• • – |
2013-07-09 |
4/A |
AS |
$33.00 |
$661,980 |
D/D |
(20,060) |
70,770 |
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 |
Director |
– • – |
2015-04-27 |
4 |
AS |
$42.14 |
$29,495 |
D/D |
(700) |
50,024 |
0 |
- |
|
94 Records found
|
|
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 |
| |
|
|
|
|
|
