Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | HEI | Common Stock | 1.18M | Mar 17, 2023 | Direct | ||||||
holding | HEI | Class A Common Stock | 234K | Mar 17, 2023 | Direct | ||||||
holding | HEI | Class A Common Stock | 197K | Mar 17, 2023 | Owned by Corporation | F1 | |||||
holding | HEI | Common Stock | 173K | Mar 17, 2023 | Owned by Partnership | F2 | |||||
holding | HEI | Common Stock | 4.76K | Mar 17, 2023 | As custodian for children | ||||||
holding | HEI | Class A Common Stock | 19.1K | Mar 17, 2023 | As custodian for children | ||||||
holding | HEI | Common Stock | 92.8K | Mar 17, 2023 | By 401(k) | F3 | |||||
holding | HEI | Class A Common Stock | 88K | Mar 17, 2023 | By 401(k) | F3 | |||||
holding | HEI | Common Stock | 921 | Mar 17, 2023 | By Keogh Account | ||||||
holding | HEI | Class A Common Stock | 16.1K | Mar 17, 2023 | By Keogh Account | ||||||
holding | HEI | Common Stock | 568K | Mar 17, 2023 | By Trusts | F4 | |||||
holding | HEI | Class A Common Stock | 137K | Mar 17, 2023 | By Trusts | F4 | |||||
holding | HEI | Common Stock | 28.8K | Mar 17, 2023 | By Trusts | F5 | |||||
holding | HEI | Class A Common Stock | 8.47K | Mar 17, 2023 | By Trusts | F5 | |||||
holding | HEI | Common Stock | 4.07K | Mar 17, 2023 | By 409A Plan | F6 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HEI | Option (Right to purchase Common Stock) | Award | $0 | +62.5K | $0.00 | 62.5K | Mar 17, 2023 | Common Stock | 62.5K | $163.35 | Direct | F7 | |
holding | HEI | Option (Right to purchase Common Stock) | 97.7K | Mar 17, 2023 | Common Stock | 97.7K | $24.95 | Direct | F7 | |||||
holding | HEI | Option (Right to purchase Common Stock) | 195K | Mar 17, 2023 | Common Stock | 195K | $44.96 | Direct | F7 | |||||
holding | HEI | Option (Right to purchase Common Stock) | 125K | Mar 17, 2023 | Common Stock | 125K | $70.66 | Direct | F7 | |||||
holding | HEI | Option (Right to purchase Common Stock) | 125K | Mar 17, 2023 | Common Stock | 125K | $134.70 | Direct | F7 |
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 March 17, 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). |
F7 | These options are exercisable at 20% per year over five years from the date of grant. |