Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELIOS TECHNOLOGIES, INC.SNHY · Entity 4399 | Director | March 16, 2018 | March 19, 2018 |
| Mayville Engineering Company, Inc.MEC · Entity 5472 | Director | April 16, 2025 | April 18, 2025 |
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.
HELIOS TECHNOLOGIES, INC.
Report date March 16, 2018 · Filed March 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,250 |
Reported balance
After 2018-03-16 transaction · row 1
1 source rowRow 1 · 2018-03-16 · Grant · Acquired 750 · Balance 38,250 |
| Common StockSEC Table I · non-derivative | IndirectBY ESOP TRUST | 70.147 |
Reported balance
Holding disclosure · report date 2018-03-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70.147 F1: Reflects allocations of shares under the Sun Hydraulics Corporation Employee Stock Ownership Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects allocations of shares under the Sun Hydraulics Corporation Employee Stock Ownership Plan.
Mayville Engineering Company, Inc.
Report date April 16, 2025 · Filed April 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,882 |
Reported balance
After 2025-04-16 transaction · row 1
1 source rowRow 1 · 2025-04-16 · Exercise / conversion · Acquired 9,026 · Balance 74,882 |
| Director Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-04-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-16 · Exercise / conversion · Disposed 9,026 · Balance 0 F1: The restricted stock units vested 100% one year from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vested 100% one year from the grant date.
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 |
|---|---|---|---|---|---|---|
| April 16, 2025 Filed Apr 18, 2025 16:42 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionDirector Restricted Stock Units · Derivative | 9,026 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000837 · form4.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,026 shares Expires not disclosed 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: The restricted stock units vested 100% one year from the grant date. F1 · derivative.expiration_date: The restricted stock units vested 100% one year from the grant date. Read SEC document |
| April 16, 2025 Filed Apr 18, 2025 16:42 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionCommon Stock | 9,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000837 · form4.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,882 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 |
| April 16, 2024 Filed Apr 17, 2024 16:53 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionDirector Restricted Stock Units · Derivative | 9,721 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000944 · form4.xml · derivative · entry 3 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,721 shares Expires not disclosed 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: The restricted stock units vested 100% on the date of the 2024 Annual Meeting of Shareholders. F2 · derivative.expiration_date: The restricted stock units vested 100% on the date of the 2024 Annual Meeting of Shareholders. Read SEC document |
| April 16, 2024 Filed Apr 17, 2024 16:53 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantDirector Restricted Stock Units · Derivative | 9,026 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000944 · form4.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,026 Underlying: Common Stock · 9,026 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units will vest 100% on the date of the 2025 Annual Meeting of Shareholders. F1 · derivative.expiration_date: The restricted stock units will vest 100% on the date of the 2025 Annual Meeting of Shareholders. Read SEC document |
| April 16, 2024 Filed Apr 17, 2024 16:53 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionCommon Stock | 9,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000944 · form4.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,856 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 |
| April 18, 2023 Filed Apr 20, 2023 10:15 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionDirector Restricted Stock Units · Derivative | 14,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000295 · form4.xml · derivative · entry 3 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,485 shares Expires not disclosed 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: The restricted stock units vested 100% on the date of the 2023 Annual Meeting of Shareholders. F2 · derivative.expiration_date: The restricted stock units vested 100% on the date of the 2023 Annual Meeting of Shareholders. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 10:15 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantDirector Restricted Stock Units · Derivative | 9,721 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000295 · form4.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,721 Underlying: Common Stock · 9,721 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units will vest 100% on the date of the 2024 Annual Meeting of Shareholders. F1 · derivative.expiration_date: The restricted stock units will vest 100% on the date of the 2024 Annual Meeting of Shareholders. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 10:15 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionCommon Stock | 14,485 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000295 · form4.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,135 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 |
| April 20, 2022 Filed Apr 21, 2022 12:19 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionDirector Restricted Stock Units · Derivative | 6,235 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008752 · doc1.xml · derivative · entry 3 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,235 shares Expires not disclosed 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: The restricted stock units vested 100% on the date of the 2022 Annual Meeting of Shareholders. F2 · derivative.expiration_date: The restricted stock units vested 100% on the date of the 2022 Annual Meeting of Shareholders. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 12:19 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionCommon Stock | 6,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008752 · doc1.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,650 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 |
| April 19, 2022 Filed Apr 21, 2022 12:19 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantDirector Restricted Stock Units · Derivative | 14,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008752 · doc1.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,485 Underlying: Common Stock · 14,485 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units will vest 100% on the date of the 2023 Annual Meeting of Shareholders. F1 · derivative.expiration_date: The restricted stock units will vest 100% on the date of the 2023 Annual Meeting of Shareholders. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 12:08 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantDirector Restricted Stock Units · Derivative | 6,235 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-008457 · doc1.xml · derivative · entry 3 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,235 Underlying: Common Stock · 6,235 shares Expires not disclosed F2 · derivative.exercise_date: The restricted stock units will vest 100% on the date of the 2022 Annual Meeting of Shareholders. F2 · derivative.expiration_date: The restricted stock units will vest 100% on the date of the 2022 Annual Meeting of Shareholders. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 12:08 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionDirector Restricted Stock Units · Derivative | 19,532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-008457 · doc1.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,532 shares Expires not disclosed 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: The restricted stock units vested 100% on the date of the 2021 Annual Meeting of Shareholders. F1 · derivative.expiration_date: The restricted stock units vested 100% on the date of the 2021 Annual Meeting of Shareholders. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 12:08 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionCommon Stock | 19,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-008457 · doc1.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,415 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 |
| May 12, 2020 Filed May 14, 2020 12:19 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantDirector Restricted Stock Units · Derivative | 19,532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-010016 · doc1.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,532 Underlying: Common Stock · 19,532 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units will vest 100% on May 12, 2021. F1 · derivative.expiration_date: The restricted stock units will vest 100% on May 12, 2021. Read SEC document |
| May 08, 2020 Filed May 12, 2020 18:20 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionDirector Restricted Stock Units · Derivative | 5,883 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-009633 · doc1.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,883 shares Expires not disclosed 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: The restricted stock units will vest 100% on May 8, 2020. F1 · derivative.expiration_date: The restricted stock units will vest 100% on May 8, 2020. Read SEC document |
| May 08, 2020 Filed May 12, 2020 18:20 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | Exercise / conversionCommon Stock | 5,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-009633 · doc1.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,883 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 02, 2020 Filed Mar 3, 2020 14:54 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | PurchaseCommon Stock | 5,000 | $7.47 | $37,345.00 |
DisclosureSEC source: 0001567619-20-005415 · doc1.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $7.30 to $7.50. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| May 13, 2019 Filed May 15, 2019 16:07 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantDirector Restricted Stock Units · Derivative | 5,883 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011184 · doc1.xml · derivative · entry 2 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,883 Underlying: Common Stock · 5,883 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units will vest 100% on May 8, 2020. F1 · derivative.expiration_date: The restricted stock units will vest 100% on May 8, 2020. Read SEC document |
| May 13, 2019 Filed May 15, 2019 16:07 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | PurchaseCommon Stock | 5,000 | $17.00 | $85,000.00 |
DisclosureSEC source: 0001567619-19-011184 · doc1.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 16:34 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $55.02 | $41,265.00 |
DisclosureSEC source: 0001223462-18-000001 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,250 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 17:10 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $58.78 | $44,085.00 |
DisclosureSEC source: 0001223462-17-000007 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 15:42 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $52.68 | $39,510.00 |
DisclosureSEC source: 0001223462-17-000006 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,500 Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 20:17 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | GrantCommon Stock | 750 | $43.14 | $32,355.00 |
DisclosureSEC source: 0001223462-17-000005 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,750 Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:30 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | SaleCommon Stock | 9,000 | $43.00 | $387,000.00 |
DisclosureSEC source: 0001223462-17-000004 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 28, 2017. Read SEC document |
| May 09, 2017 Filed May 11, 2017 21:54 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | SaleCommon Stock | 18,000 | $41.50 | $747,000.00 |
DisclosureSEC source: 0001223462-17-000002 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,549.927 F1 · kind: Sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 28, 2017. F2 · price: The range of prices for the transactions reported is $41.00 - $42.00. The undersigned hereby undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 01, 2017 Filed May 3, 2017 21:53 UTC | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | SaleCommon Stock | 9,697 | $38.99 | $378,086.03 |
DisclosureSEC source: 0001223462-17-000001 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,549.927 Read SEC document |
| May 01, 2017 Filed May 26, 2017 20:23 UTC Amendment | HELIOS TECHNOLOGIES, INC. SNHY · Entity 4399 | SaleCommon Stock | 9,697 | $38.99 | $378,086.03 |
DisclosureSEC source: 0001223462-17-000003 · primary_doc.xml · nonDerivative · entry 1 CARLSON ALLEN J · CIK 0001223462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,000 F1 · kind: The reporting person is amending the transaction reported in the previously filed Form 4 of 5/3/17 to reflect that the reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 28, 2017. F2 · balance_after: The reporting person is amending the previously filed Form 4 of 5/3/17 to correct the end of period holdings. A total of 405 shares were distributed to the reporting person from the Sun Hydraulics Corporation Employee Stock Ownership Plan, and 45.0730 shares have been purchased by the reporting person through the Sun Hydraulics Corporation Employee Stock Purchase Plan. 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.