| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
President, Cvt
1 company
Jason Lemar Morgan last filed a Form 4 in February 2023, as President, Cvt at HLIO. Jason Lemar Morgan's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Jason Lemar Morgan's trades have earned a middling insider score of 56/100 across 3 rated trades. Over a 12-month horizon, all 3 of those trades were profitable, with an average 12-month return of +43.1%.
At the last filing, the largest reported position was 4,393 shares of HLIO. The HLIO filings lean toward selling, a net 1,200 shares.
Jason Lemar Morgan has 15 Form 4 filings on record from June 2021 to February 2023, all as President, Cvt at Helios Technologies (HLIO), 2021–2023.
The 30 reported transactions were 10 option exercises, 10 tax withholdings, 6 option or other derivative awards and 3 open-market sales, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 2 sales worth about $105K.
The largest open-market sale was 800 shares of HLIO at an average $86.42 on September 23, 2021, about $69K. Twelve months later HLIO was down 44%.
Shares as reported in the last Form 4 for each company; the most recent is from February 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.