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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
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 -
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 -
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 officerTitle   •       •      –    2005-12-19 4 OE $4.73 $84,283 D/D 15,029 47,510 -
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   •       •      –    2008-03-19 4 OE $5.49 $36,570 D/D 4,994 51,976 0 -
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   •       •      –    2007-05-18 4 OE $5.51 $52,523 D/D 6,227 36,516 0 -
HLIO Helios Technologies Inc President, CEO   •       •      –    2004-12-22 4/A OE $6.00 $6,660 D/D 1,110 34,228 -
HLIO Helios Technologies Inc President, CEO   •       •      –    2004-12-23 4/A OE $6.00 $750 D/D 125 34,228 -
HLIO Helios Technologies Inc President, CEO   •       •      –    2004-12-28 4 OE $6.00 $600 D/D 100 34,328 -
HLIO Helios Technologies Inc President, CEO   •       •      –    2004-12-29 4 OE $6.00 $8,412 D/D 1,402 35,630 -
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   •       •      –    2005-01-11 4 OE $6.00 $18,196 D/D 2,792 34,589 -
HLIO Helios Technologies Inc President, CEO   •       •      –    2005-03-01 4 OE $7.09 $222,165 D/D 28,000 38,228 -
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   •       •      –    2005-06-01 4 OE $8.27 $16,540 D/D 2,000 25,774 -
HLIO Helios Technologies Inc President, CEO   •       •      –    2005-01-12 4 OE $10.00 $3,000 D/D 300 34,528 -
HLIO Helios Technologies Inc President, CEO   •       •      –    2005-01-13 4 OE $10.00 $33,390 D/D 3,339 37,567 -

  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