Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HEI | Common Stock | Gift | $0 | -1.24K | -0.11% | $0.00 | 1.12M | Dec 22, 2022 | Direct | |
transaction | HEI | Common Stock | Gift | $0 | +1.24K | +0.29% | $0.00 | 427K | Dec 22, 2022 | By Trusts | F1 |
transaction | HEI | Common Stock | Purchase | $217K | +1.38K | +33.96% | $157.07 | 5.46K | Jan 10, 2023 | By 409A Plan | F5 |
holding | HEI | Class A Common Stock | 249K | Jan 10, 2023 | Direct | ||||||
holding | HEI | Common Stock | 15.2K | Jan 10, 2023 | By Keogh Account | ||||||
holding | HEI | Class A Common Stock | 10.1K | Jan 10, 2023 | By Keogh Account | ||||||
holding | HEI | Class A Common Stock | 196K | Jan 10, 2023 | Owned by Corporation | F2 | |||||
holding | HEI | Common Stock | 393K | Jan 10, 2023 | Owned by Partnership | F3 | |||||
holding | HEI | Common Stock | 4.52K | Jan 10, 2023 | As custodian for minor children | ||||||
holding | HEI | Class A Common Stock | 5.2K | Jan 10, 2023 | As custodian for minor children | ||||||
holding | HEI | Common Stock | 112K | Jan 10, 2023 | By 401(k) | F4 | |||||
holding | HEI | Class A Common Stock | 107K | Jan 10, 2023 | By 401(k) | F4 | |||||
holding | HEI | Class A Common Stock | 9.37K | Jan 10, 2023 | By 409A Plan | F5 |
Id | Content |
---|---|
F1 | Represents shares gifted by the Reporting Person to trusts for the benefit of the Reporting Person's immediate family members and whose Trustee is the Reporting Person. |
F2 | Represents shares owned by Mendelson International Corporation whose stock is owned solely by the Reporting Person and Victor Mendelson, the brother of the Reporting Person. |
F3 | Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person. |
F4 | Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated January 10, 2023. |
F5 | Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). |