Allen J Carlson - Net Worth and Insider Trading
Allen J Carlson Net Worth
The estimated net worth of Allen J Carlson is at least $1 Million dollars as of 2025-05-04. Allen J Carlson is the Director of Helios Technologies Inc and owns about 35,013 shares of Helios Technologies Inc (HLIO) stock worth over $985,966. 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 $133,200. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Allen J Carlson has not made any transactions after 2020-03-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 | Company | 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 $985,966 and a weighting of 88.1%. Allen J Carlson also owns 10,000 shares of Mayville Engineering Co Inc (MEC) as of March 2, 2020, with a value of $133,200 and a weighting of 11.9%.
Latest Holdings of Allen J Carlson
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HLIO | Helios Technologies Inc | 2017-05-24 | 35,013 | 28.16 | 985,966 |
| MEC | Mayville Engineering Co Inc | 2020-03-02 | 10,000 | 13.32 | 133,200 |
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 0 transactions in Mayville Engineering Co Inc (MEC) over the past 5 years. 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
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -11.01 | | | | | |
| Relative Return to S&P 500(%) | -3.31 | | | | | |
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 , Chief Human Resources Officer Rachele Marie Lehr , and Chief Financial Officer Todd M Butz .
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 12,186 shares made by Jagadeesh A Reddy , a net sale of 21,508 shares made by Ryan F Raber , and a net purchase of 3,000 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 380 shares, with a net purchase of 380 shares. During the past 18 months, 21,508 shares of Mayville Engineering Co Inc (MEC) were sold and 18,958 shares were bought by its insiders, resulting in a net sale of 2,550 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. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Allen J Carlson's mailing address is: Sarasota Fl 34243.
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