| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HEI, HEI.A | Class A Common Stock | Gift | $0 | -3,122 | -1.4% | $0.000000 | 225,802 | 28 Jun 2024 | Direct | |
| holding | HEI, HEI.A | Common Stock | 1,180,004 | 28 Jun 2024 | Direct | ||||||
| holding | HEI, HEI.A | Class A Common Stock | 191,440 | 28 Jun 2024 | Owned by Corporation | F1 | |||||
| holding | HEI, HEI.A | Common Stock | 172,515 | 28 Jun 2024 | Owned by Partnership | F2 | |||||
| holding | HEI, HEI.A | Common Stock | 4,762 | 28 Jun 2024 | As custodian for children | ||||||
| holding | HEI, HEI.A | Class A Common Stock | 19,136 | 28 Jun 2024 | As custodian for children | ||||||
| holding | HEI, HEI.A | Common Stock | 92,969 | 28 Jun 2024 | By 401(k) | F3 | |||||
| holding | HEI, HEI.A | Class A Common Stock | 88,178 | 28 Jun 2024 | By 401(k) | F3 | |||||
| holding | HEI, HEI.A | Common Stock | 921 | 28 Jun 2024 | By Keogh Account | ||||||
| holding | HEI, HEI.A | Class A Common Stock | 16,133 | 28 Jun 2024 | By Keogh Account | ||||||
| holding | HEI, HEI.A | Common Stock | 568,140 | 28 Jun 2024 | By Trusts | F4 | |||||
| holding | HEI, HEI.A | Class A Common Stock | 137,199 | 28 Jun 2024 | By Trusts | F4 | |||||
| holding | HEI, HEI.A | Common Stock | 28,806 | 28 Jun 2024 | By Trusts | F5 | |||||
| holding | HEI, HEI.A | Class A Common Stock | 8,465 | 28 Jun 2024 | By Trusts | F5 | |||||
| holding | HEI, HEI.A | Common Stock | 4,072 | 28 Jun 2024 | 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 June 28, 2024. |
| 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). |