| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HEI | Common Stock | Gift | $0 | -1,242 | -0.11% | $0.000000 | 1,128,788 | 22 Dec 2022 | Direct | |
| transaction | HEI | Common Stock | Purchase | $217,221 | +1,383 | +0.12% | $157.07 | 1,130,171 | 10 Jan 2023 | Direct | |
| transaction | HEI | Common Stock | Gift | $0 | +1,242 | +0.22% | $0.000000 | 568,140 | 22 Dec 2022 | By Trusts | F4 |
| holding | HEI | Class A Common Stock | 234,044 | 10 Jan 2023 | Direct | ||||||
| holding | HEI | Class A Common Stock | 196,740 | 10 Jan 2023 | Owned by Corporation | F1 | |||||
| holding | HEI | Common Stock | 172,515 | 10 Jan 2023 | Owned by Partnership | F2 | |||||
| holding | HEI | Common Stock | 4,762 | 10 Jan 2023 | As custodian for children | ||||||
| holding | HEI | Class A Common Stock | 19,136 | 10 Jan 2023 | As custodian for children | ||||||
| holding | HEI | Common Stock | 92,708 | 10 Jan 2023 | By 401(k) | F3 | |||||
| holding | HEI | Class A Common Stock | 87,883 | 10 Jan 2023 | By 401(k) | F3 | |||||
| holding | HEI | Common Stock | 921 | 10 Jan 2023 | By Keogh Account | ||||||
| holding | HEI | Class A Common Stock | 16,133 | 10 Jan 2023 | By Keogh Account | ||||||
| holding | HEI | Class A Common Stock | 137,199 | 10 Jan 2023 | By Trusts | F4 | |||||
| holding | HEI | Common Stock | 28,806 | 10 Jan 2023 | By Trusts | F5 | |||||
| holding | HEI | Class A Common Stock | 8,465 | 10 Jan 2023 | By Trusts | F5 | |||||
| holding | HEI | Common Stock | 4,072 | 10 Jan 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). |