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Insider Information:   Bershad Stephen W
Relationship:   Director
City:   Santa Fe
State:   NM
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   2,215,353    

Indirect Shares

  0      
Direct Value   $168,729,225    

Indirect Value

  $0      
Total Shares   2,215,353      
Total Value   $168,729,225      


Emcor Group Inc
 $60,362,310 Novanta Inc
 $108,366,915 Mission Produce, Inc.
 $0 Emcor Group Inc
 $60,362,310 Novanta Inc
 $108,366,915 Mission Produce, Inc.
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    3    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    3    
   
     Gain/Loss Ratio :
   0.0   
   -3.0   
     Percentage Gain/Loss :
     0.0%
 -129.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Emcor Group Inc EME Director 2018-04-30 162,974 2003-08-15 0    Premium*  
            Novanta Inc NOVT Director 2021-01-04 663,322 2015-11-12 0    Premium*  
            Mission Produce, Inc. AVO Director 2023-04-13 1,389,057 0    Premium*  
* Premium Members only  

Records found :    115         Free Registration Required For Full Results.    Limit: 25

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  Page 5 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
EME Emcor Group Inc Director   –       •      –    2006-10-30 4 S $59.94 $569,651 D/D (9,500) 30,000 0 -
EME Emcor Group Inc Director   –       •      –    2006-10-31 4 S $59.84 $161,788 D/D (2,700) 30,000 0 -
EME Emcor Group Inc Director   –       •      –    2007-10-26 4 S $34.36 $458,623 D/D (13,308) 60,000 0 -
EME Emcor Group Inc Director   –       •      –    2008-05-05 4 S $25.69 $145,079 D/D (5,600) 66,400 0 -
EME Emcor Group Inc Director   –       •      –    2008-05-05 4 S $26.39 $10,556 D/D (400) 66,000 0 -
EME Emcor Group Inc Director   –       •      –    2009-06-01 4 S $23.51 $282,817 D/D (12,000) 90,100 0 -
EME Emcor Group Inc Director   –       •      –    2009-11-11 4 S $25.43 $851,687 D/D (33,168) 60,100 0 -
EME Emcor Group Inc Director   –       •      –    2009-11-12 4 S $25.32 $760,676 D/D (30,000) 30,100 0 -
EME Emcor Group Inc Director   –       •      –    2010-03-17 4/A S $26.00 $783,418 D/D (30,100) 0 0 -
EME Emcor Group Inc Director   –       •      –    2010-03-17 4 S $26.00 $783,418 D/D (30,100) 30,000 0 -
EME Emcor Group Inc Director   –       •      –    2010-11-03 4 S $26.35 $251,928 D/D (9,408) 0 0 -
EME Emcor Group Inc Director   –       •      –    2010-11-04 4 S $26.68 $410,095 D/D (15,300) 0 0 -
NOVT Novanta Inc Director   •       •      –    2017-11-27 4 S $52.55 $26,275,000 D/D (500,000) 1,711,648 0 -
NOVT Novanta Inc Director   •       •      –    2018-11-15 4 S $68.15 $34,075,000 D/D (500,000) 1,211,648 0 -
NOVT Novanta Inc Director   •       •      –    2019-12-02 4/A S $89.50 $35,800,000 D/D (400,000) 711,648 0 -

  115  Records found
  1   2   3   4   5     
  Page 5 of 5  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed