Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HEIA | Class A Common Stock | Gift | $0 | -5.3K | -2.69% | $0.00 | 191K | Oct 31, 2023 | Owned by Corporation | F2 |
holding | HEIA | Common Stock | 1.17M | Oct 31, 2023 | Direct | ||||||
holding | HEIA | Class A Common Stock | 249K | Oct 31, 2023 | Direct | ||||||
holding | HEIA | Common Stock | 15.2K | Oct 31, 2023 | By Keogh Account | ||||||
holding | HEIA | Class A Common Stock | 10.1K | Oct 31, 2023 | By Keogh Account | ||||||
holding | HEIA | Common Stock | 427K | Oct 31, 2023 | By Trusts | F1 | |||||
holding | HEIA | Common Stock | 393K | Oct 31, 2023 | Owned by Partnership | F3 | |||||
holding | HEIA | Common Stock | 4.52K | Oct 31, 2023 | As custodian for minor children | ||||||
holding | HEIA | Class A Common Stock | 5.2K | Oct 31, 2023 | As custodian for minor children | ||||||
holding | HEIA | Common Stock | 112K | Oct 31, 2023 | By 401(k) | F4 | |||||
holding | HEIA | Class A Common Stock | 107K | Oct 31, 2023 | By 401(k) | F4 | |||||
holding | HEIA | Class A Common Stock | 9.37K | Oct 31, 2023 | By 409A Plan | F5 | |||||
holding | HEIA | Common Stock | 5.58K | Oct 31, 2023 | By 409A Plan | F5 |
Id | Content |
---|---|
F1 | 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. |
F2 | Represents shares owned by Mendelson International Corporation whose stock is owned solely by the Reporting Person and Victor Mendelson, the brother of the Reporting Person. |
F3 | Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person. |
F4 | Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated October 31, 2023. |
F5 | Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). |