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| |
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| Insider
Information: |
Morgan Jason Lemar |
| Relationship: |
President, CVT |
| City: |
Sarasota |
| State: |
FL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
4,393 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$228,436 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
4,393 |
|
|
| Total
Value |
$228,436 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
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| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
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Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Helios Technologies Inc |
HLIO |
President, CVT |
2023-02-28 |
4,393 |
2022-04-28 |
0 |
Premium* |
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Records found :
24 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 1 of 1
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| 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, CVT |
• – – |
2023-02-28 |
4 |
D |
$54.44 |
$54,272 |
D/D |
(961) |
4,393 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2023-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,274 |
4,540 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2023-01-28 |
4 |
D |
$66.19 |
$7,479 |
D/D |
(113) |
3,080 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2023-01-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
251 |
3,193 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2023-01-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
486 |
2,942 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-04-28 |
4 |
D |
$68.71 |
$1,551 |
I/I |
(23) |
0 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
348 |
2,416 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-02-28 |
4 |
D |
$78.41 |
$10,742 |
D/D |
(137) |
2,279 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-02-25 |
4 |
D |
$105.17 |
$60,262 |
D/D |
(573) |
2,068 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-02-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,456 |
2,641 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-02-22 |
4 |
D |
$74.52 |
$9,390 |
D/D |
(126) |
1,185 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-02-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
324 |
1,311 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-01-28 |
4 |
D |
$77.10 |
$7,864 |
D/D |
(102) |
987 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-01-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
251 |
1,089 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-01-01 |
4 |
D |
$105.17 |
$52,901 |
D/D |
(503) |
838 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2022-01-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,126 |
1,341 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2021-09-27 |
4 |
AS |
$90.00 |
$36,000 |
D/D |
(400) |
162 |
0 |
% |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2021-09-23 |
4 |
AS |
$87.50 |
$35,000 |
D/D |
(400) |
562 |
0 |
% |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2021-09-22 |
4 |
AS |
$85.33 |
$34,132 |
D/D |
(400) |
962 |
0 |
% |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2021-07-01 |
4 |
D |
$78.20 |
$13,607 |
D/D |
(174) |
1,362 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2021-07-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
713 |
1,536 |
0 |
- |
|
| HLIO |
Helios Technologies Inc |
President, CVTOfficer |
• – – |
2021-06-04 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
25 |
|
% |
|
| HLIO |
Helios Technologies Inc |
President, CVTOfficer |
• – – |
2021-06-04 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
1,036 |
|
% |
|
| HLIO |
Helios Technologies Inc |
President, CVT |
• – – |
2021-06-04 |
4 |
D |
$73.53 |
$17,941 |
D/D |
(244) |
792 |
0 |
- |
|
24 Records found
|
1
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Page 1 of 1 |
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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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