Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALAMO GROUP INCALG · Entity 4511 | Director | November 19, 2019 | November 19, 2019 |
| HELIOS TECHNOLOGIES, INC.HLIO · Entity 4399 | Director | December 12, 2019 | December 16, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALAMO GROUP INC
Report date November 19, 2019 · Filed November 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDave Grzelak Revocable Living Trust | 8,662 |
Reported balance
After 2019-11-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-11-19 · Gift · Disposed 246 · Balance 8,662 |
HELIOS TECHNOLOGIES, INC.
Report date December 12, 2019 · Filed December 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,750 |
Reported balance
After 2019-12-12 transaction · row 1
1 source rowRow 1 · 2019-12-12 · Grant · Acquired 1,000 · Balance 15,750 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 12, 2019 Filed Dec 16, 2019 19:40 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $46.25 | $46,250.00 |
DisclosureSEC source: 0001692276-19-000015 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,750 Read SEC document |
| November 19, 2019 Filed Nov 19, 2019 22:50 UTC | ALAMO GROUP INC ALG · Entity 4511 | GiftCommon Stock | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0000897077-19-000160 · wf-form4_157420381718727.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 8,662 Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 19:26 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 750 | $42.98 | $32,235.00 |
DisclosureSEC source: 0001371538-19-000003 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,750 Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 15:03 UTC | HELIOS TECHNOLOGIES, INC. HLIO · Entity 4399 | GrantCommon Stock | 1,000 | $44.73 | $44,730.00 |
DisclosureSEC source: 0001371538-19-000002 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Read SEC document |
| May 06, 2019 Filed May 7, 2019 23:24 UTC | ALAMO GROUP INC ALG · Entity 4511 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0000897077-19-000048 · wf-form4_155727145004494.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 8,908 Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 15:15 UTC | ALAMO GROUP INC ALG · Entity 4511 | SaleCommon Stock | 8,000 | $97.82 | $782,556.80 |
DisclosureSEC source: 0000897077-19-000031 · wf-form4_155352690378979.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 8,008 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.6141 to $98.0228, inclusive. The reporting person undertakes to provide to Alamo Group Inc, any security holder of Alamo Group Inc, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote(1) to this Form 4. Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 21:45 UTC | ALAMO GROUP INC ALG · Entity 4511 | Exercise / conversionDerivative (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $11.45 | $0.00 |
DisclosureSEC source: 0000897077-19-000029 · wf-form4_155329108664991.xml · derivative · entry 2 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2019-05-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock option granted pursuant to the Alamo Group Inc. First Amended and Restated 1999 Non-Qualified Stock Option Plan. The option vest in 5 equal annual installments beginning on May 11, 2010. Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 21:45 UTC | ALAMO GROUP INC ALG · Entity 4511 | Exercise / conversionCommon Stock | 8,000 | $11.45 | $91,600.00 |
DisclosureSEC source: 0000897077-19-000029 · wf-form4_155329108664991.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 16,008 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 20:58 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $48.59 | $48,590.00 |
DisclosureSEC source: 0001371538-19-000001 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 16:31 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $36.43 | $36,430.00 |
DisclosureSEC source: 0001371538-18-000004 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Read SEC document |
| November 29, 2018 Filed Jan 25, 2019 23:29 UTC | ALAMO GROUP INC ALG · Entity 4511 | GiftCommon Stock | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0000897077-19-000004 · wf-form5_154845898216670.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 8,008 Read SEC document |
| September 21, 2018 Filed Sep 25, 2018 20:15 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $57.56 | $57,560.00 |
DisclosureSEC source: 0001371538-18-000003 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 18:57 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $50.37 | $50,370.00 |
DisclosureSEC source: 0001371538-18-000002 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| May 09, 2018 Filed May 10, 2018 19:31 UTC | ALAMO GROUP INC ALG · Entity 4511 | GrantCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0000897077-18-000050 · wf-form4_152598067250340.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 8,345 Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 16:43 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $55.02 | $55,020.00 |
DisclosureSEC source: 0001371538-18-000001 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 22:37 UTC | ALAMO GROUP INC ALG · Entity 4511 | GiftCommon Stock | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0000897077-17-000133 · wf-form4_151329105517867.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 4,814 F1 · price: Transfer of shares was a gift, for no consideration. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 17:20 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $58.78 | $58,780.00 |
DisclosureSEC source: 0001371538-17-000005 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 15:46 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 1,000 | $52.68 | $52,680.00 |
DisclosureSEC source: 0001371538-17-000004 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 18:54 UTC | ALAMO GROUP INC ALG · Entity 4511 | SaleCommon Stock | 2,201 | $92.18 | $202,891.26 |
DisclosureSEC source: 0000897077-17-000102 · wf-form4_149807124149969.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.661 to $92.41, inclusive. The reporting person undertakes to provide to Alamo Group Inc, any security holder of Alamo Group Inc, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote(1) to this Form 4. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:28 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $43.14 | $32,355.00 |
DisclosureSEC source: 0001371538-17-000003 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Read SEC document |
| May 09, 2017 Filed May 11, 2017 14:53 UTC | ALAMO GROUP INC ALG · Entity 4511 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000897077-17-000061 · wf-form4_149451442170161.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,526 Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 23:38 UTC | ALAMO GROUP INC ALG · Entity 4511 | Exercise / conversionDerivative (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $25.18 | $0.00 |
DisclosureSEC source: 0000897077-17-000038 · wf-form4_149255867316547.xml · derivative · entry 4 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2017-05-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock option granted pursuant to the Alamo Group Inc. First Amended and Restated 1999 Non-Qualified Stock Option Plan. The option vest in five equal annual installments beginning on May 7, 2008. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 23:38 UTC | ALAMO GROUP INC ALG · Entity 4511 | Exercise / conversionCommon Stock | 5,000 | $25.18 | $125,900.00 |
DisclosureSEC source: 0000897077-17-000038 · wf-form4_149255867316547.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Dave Grzelak Revocable Living Trust Disclosed balance after: 5,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 17:44 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $35.47 | $26,602.50 |
DisclosureSEC source: 0001371538-17-000002 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Read SEC document |
| December 10, 2016 Filed Dec 12, 2016 23:19 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $41.36 | $31,020.00 |
DisclosureSEC source: 0001371538-16-000009 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Read SEC document |
| November 18, 2016 Filed Nov 23, 2016 01:01 UTC | ALAMO GROUP INC ALG · Entity 4511 | GiftCommon Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0000897077-16-000197 · wf-form4_147986289265899.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · M. Diane Grzelak Trust Disclosed balance after: 1,230 F1 · price: Transfer of shares was a gift, for no consideration. F2 · ownership.nature: Held in M. Diane Grzelak Trust, Diane Grzelak, Trustee. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 15:33 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $30.75 | $23,062.50 |
DisclosureSEC source: 0001371538-16-000008 · primary_doc.xml · nonDerivative · entry 1 Grzelak David W · CIK 0001371538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.