| 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 | 1.13M | Dec 22, 2022 | Direct | |
| transaction | HEI | Common Stock | Purchase | $217K | +1.38K | +0.12% | $157.07 | 1.13M | Jan 10, 2023 | Direct | |
| transaction | HEI | Common Stock | Gift | $0 | +1.24K | +0.22% | $0.00 | 568K | Dec 22, 2022 | By Trusts | F4 |
| holding | HEI | Class A Common Stock | 234K | Jan 10, 2023 | Direct | ||||||
| holding | HEI | Class A Common Stock | 197K | Jan 10, 2023 | Owned by Corporation | F1 | |||||
| holding | HEI | Common Stock | 173K | Jan 10, 2023 | Owned by Partnership | F2 | |||||
| holding | HEI | Common Stock | 4.76K | Jan 10, 2023 | As custodian for children | ||||||
| holding | HEI | Class A Common Stock | 19.1K | Jan 10, 2023 | As custodian for children | ||||||
| holding | HEI | Common Stock | 92.7K | Jan 10, 2023 | By 401(k) | F3 | |||||
| holding | HEI | Class A Common Stock | 87.9K | Jan 10, 2023 | By 401(k) | F3 | |||||
| holding | HEI | Common Stock | 921 | Jan 10, 2023 | By Keogh Account | ||||||
| holding | HEI | Class A Common Stock | 16.1K | Jan 10, 2023 | By Keogh Account | ||||||
| holding | HEI | Class A Common Stock | 137K | Jan 10, 2023 | By Trusts | F4 | |||||
| holding | HEI | Common Stock | 28.8K | Jan 10, 2023 | By Trusts | F5 | |||||
| holding | HEI | Class A Common Stock | 8.47K | Jan 10, 2023 | By Trusts | F5 | |||||
| holding | HEI | Common Stock | 4.07K | Jan 10, 2023 | By 409A Plan | F6 |
| Id | Content |
|---|---|
| F1 | Represents shares owned by Mendelson International Corporation whose stock is owned solely by the Reporting Person and Eric Mendelson, the brother of the Reporting Person. |
| F2 | Represents shares owned by VHM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person. |
| F3 | 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. |
| F4 | 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. |
| F5 | Represents shares owned by the Victor H. Mendelson Revocable Investment Trust which is owned solely by the Reporting Person. |
| F6 | Represents shares held for the reporting person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |