Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HEIA | Class A Common Stock | Gift | $0 | -2.92K | -1.26% | $0.00 | 229K | Oct 31, 2023 | Direct | |
transaction | HEIA | Class A Common Stock | Gift | $0 | -5.3K | -2.69% | $0.00 | 191K | Oct 31, 2023 | Owned by Corporation | F1 |
holding | HEIA | Common Stock | 1.18M | Oct 31, 2023 | Direct | ||||||
holding | HEIA | Common Stock | 173K | Oct 31, 2023 | Owned by Partnership | F2 | |||||
holding | HEIA | Common Stock | 4.76K | Oct 31, 2023 | As custodian for children | ||||||
holding | HEIA | Class A Common Stock | 19.1K | Oct 31, 2023 | As custodian for children | ||||||
holding | HEIA | Common Stock | 92.9K | Oct 31, 2023 | By 401(k) | F3 | |||||
holding | HEIA | Class A Common Stock | 88.1K | Oct 31, 2023 | By 401(k) | F3 | |||||
holding | HEIA | Common Stock | 921 | Oct 31, 2023 | By Keogh Account | ||||||
holding | HEIA | Class A Common Stock | 16.1K | Oct 31, 2023 | By Keogh Account | ||||||
holding | HEIA | Common Stock | 568K | Oct 31, 2023 | By Trusts | F4 | |||||
holding | HEIA | Class A Common Stock | 137K | Oct 31, 2023 | By Trusts | F4 | |||||
holding | HEIA | Common Stock | 28.8K | Oct 31, 2023 | By Trusts | F5 | |||||
holding | HEIA | Class A Common Stock | 8.47K | Oct 31, 2023 | By Trusts | F5 | |||||
holding | HEIA | Common Stock | 4.07K | Oct 31, 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 October 31, 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). |