Allen J Carlson - Net Worth and Insider Trading
Allen J Carlson Net Worth
The estimated net worth of Allen J Carlson is at least $2 Million dollars as of 2024-04-28. Allen J Carlson is the Director of Helios Technologies Inc and owns about 35,013 shares of Helios Technologies Inc (HLIO) stock worth over $2 Million. Allen J Carlson is also the Director of Mayville Engineering Co Inc and owns about 10,000 shares of Mayville Engineering Co Inc (MEC) stock worth over $140,600. Details can be seen in Allen J Carlson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Allen J Carlson has not made any transactions after 2020-03-02 and currently still holds the listed stock(s).
Transaction Summary of Allen J Carlson
Allen J Carlson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Allen J Carlson owns 2 companies in total, including Mayville Engineering Co Inc (MEC) , and Helios Technologies Inc (HLIO) .
Click here to see the complete history of Allen J Carlson’s form 4 insider trades.
Insider Ownership Summary of Allen J Carlson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| MEC | Mayville Engineering Co Inc | 2023-04-18 | director |
| HLIO | Helios Technologies Inc | 2017-05-24 | director & President |
Allen J Carlson Latest Holdings Summary
Allen J Carlson currently owns a total of 2 stocks. Among these stocks, Allen J Carlson owns 35,013 shares of Helios Technologies Inc (HLIO) as of May 24, 2017, with a value of $2 Million and a weighting of 91.9%. Allen J Carlson also owns 10,000 shares of Mayville Engineering Co Inc (MEC) as of March 2, 2020, with a value of $140,600 and a weighting of 8.1%.
Latest Holdings of Allen J Carlson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HLIO | Helios Technologies Inc | 2017-05-24 | 35,013 | 45.57 | 1,595,542 |
| MEC | Mayville Engineering Co Inc | 2020-03-02 | 10,000 | 14.06 | 140,600 |
Holding Weightings of Allen J Carlson
Allen J Carlson Form 4 Trading Tracker
According to the SEC Form 4 filings, Allen J Carlson has made a total of 0 transactions in Helios Technologies Inc (HLIO) over the past 5 years. The most-recent trade in Helios Technologies Inc is the sale of 9,000 shares on May 24, 2017, which brought Allen J Carlson around $387,000.
According to the SEC Form 4 filings, Allen J Carlson has made a total of 2 transactions in Mayville Engineering Co Inc (MEC) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Mayville Engineering Co Inc is the acquisition of 5,000 shares on March 2, 2020, which cost Allen J Carlson around $37,350.
Insider Trading History of Allen J Carlson
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Allen J Carlson Trading Performance
GuruFocus tracks the stock performance after each of Allen J Carlson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Allen J Carlson is -21.29%. GuruFocus also compares Allen J Carlson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Allen J Carlson within 3 months outperforms 0 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Allen J Carlson's insider trading performs compared to the benchmark.
Performance of Allen J Carlson
Average Return
18.93%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -11.01 | -21.29 | -11.28 | 18.93 | 8.75 | 2.83 |
| Relative Return to S&P 500(%) | -3.31 | -23.18 | -24.23 | 6.17 | -11.27 | -7.92 |
Allen J Carlson Ownership Network
Ownership Network List of Allen J Carlson
Ownership Network Relation of Allen J Carlson
Allen J Carlson Owned Company Details
What does Mayville Engineering Co Inc do?
Who are the key executives at Mayville Engineering Co Inc?
Allen J Carlson is the director of Mayville Engineering Co Inc. Other key executives at Mayville Engineering Co Inc include director & President & CEO Jagadeesh A Reddy , director & other: Chair of the Board Timothy L Christen , and Chief Human Resources Officer Rachele Marie Lehr .
Mayville Engineering Co Inc (MEC) Insider Trades Summary
Over the past 18 months, Allen J Carlson made no insider transaction in Mayville Engineering Co Inc (MEC). Other recent insider transactions involving Mayville Engineering Co Inc (MEC) include a net purchase of 54,142 shares made by Jagadeesh A Reddy , and a net purchase of 8,000 shares made by Steven L Fisher .
In summary, during the past 3 months, insiders sold 0 shares of Mayville Engineering Co Inc (MEC) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Mayville Engineering Co Inc (MEC) were sold and 62,142 shares were bought by its insiders, resulting in a net purchase of 62,142 shares.
Mayville Engineering Co Inc (MEC)'s detailed insider trading history can be found in Insider Trading Tracker table.
Mayville Engineering Co Inc Insider Transactions
Allen J Carlson Mailing Address
Above is the net worth, insider trading, and ownership report for Allen J Carlson. You might contact Allen J Carlson via mailing address: 1500 West University Parkway, Sarasota Fl 34243.
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