Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HEI | Common Stock | Purchase | $19K | +120 | +6.75% | $158.20 | 1.9K | Jun 2, 2023 | Direct | |
holding | HEI | Class A Common Stock | 155 | Jun 2, 2023 | Direct | ||||||
holding | HEI | Common Stock | 2.4K | Jun 2, 2023 | By IRA | ||||||
holding | HEI | Class A Common Stock | 1.51K | Jun 2, 2023 | By IRA | ||||||
holding | HEI | Class A Common Stock | 325 | Jun 2, 2023 | By Son | F1 | |||||
holding | HEI | Class A Common Stock | 9.46K | Jun 2, 2023 | By 409A Plan | F2 | |||||
holding | HEI | Common Stock | 2.26K | Jun 2, 2023 | By 409A Plan | F2 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
Id | Content |
---|---|
F1 | Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership. |
F2 | Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |