Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HEI | Class A Common Stock | Purchase | $100K | +781 | $127.98 | 781 | Jun 7, 2023 | Irrevocable Trusts | F4, F5 | |
holding | HEI | Class A Common Stock | 1.97K | Jun 7, 2023 | Direct | F1 | |||||
holding | HEI | Class A Common Stock | 48.7K | Jun 7, 2023 | By 409A Plan | F2 | |||||
holding | HEI | Common Stock | 4.74K | Jun 7, 2023 | By 409A Plan | F2 | |||||
holding | HEI | Class A Common Stock | 3.02K | Jun 7, 2023 | Irrevocable Trusts | F3 |
Id | Content |
---|---|
F1 | Represents shares held in brokerage accounts for which the Reporting Person is a joint tenant with right of survivorship. |
F2 | Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
F3 | Represents shares held in Irrevocable Trusts whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jamie Hildebrandt Jerome, the Reporting Person's daughter. |
F4 | This transaction was executed in multiple trades at prices ranging from $127.9816 to $128.4850. The price reported reflects the weighted average sale price. |
F5 | Represents shares held in Irrevocable Trusts whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jessica Lee Hildebrandt, the Reporting Person's daughter. |