| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HEI, HEI.A | Class A Common Stock | Sale | $9,739,821 | -53,510 | -24% | $182.02 | 168,891 | 16 Jul 2024 | Direct | F1 |
| holding | HEI, HEI.A | Common Stock | 1,170,191 | 16 Jul 2024 | Direct | ||||||
| holding | HEI, HEI.A | Common Stock | 15,227 | 16 Jul 2024 | By Keogh Account | ||||||
| holding | HEI, HEI.A | Class A Common Stock | 10,078 | 16 Jul 2024 | By Keogh Account | ||||||
| holding | HEI, HEI.A | Common Stock | 427,326 | 16 Jul 2024 | By Trusts | F2 | |||||
| holding | HEI, HEI.A | Class A Common Stock | 191,440 | 16 Jul 2024 | Owned by Corporation | F3 | |||||
| holding | HEI, HEI.A | Common Stock | 392,718 | 16 Jul 2024 | Owned by Partnership | F4 | |||||
| holding | HEI, HEI.A | Common Stock | 4,522 | 16 Jul 2024 | As custodian for minor children | ||||||
| holding | HEI, HEI.A | Class A Common Stock | 5,204 | 16 Jul 2024 | As custodian for minor children | ||||||
| holding | HEI, HEI.A | Common Stock | 112,308 | 16 Jul 2024 | By 401(k) | F5 | |||||
| holding | HEI, HEI.A | Class A Common Stock | 107,010 | 16 Jul 2024 | By 401(k) | F5 | |||||
| holding | HEI, HEI.A | Class A Common Stock | 9,366 | 16 Jul 2024 | By 409A Plan | F6 | |||||
| holding | HEI, HEI.A | Common Stock | 5,576 | 16 Jul 2024 | By 409A Plan | F6 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $181.50 to $182.71. The price reported reflects the weighted average sale price. |
| F2 | 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. |
| F3 | 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. |
| F4 | Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person. |
| F5 | Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated July 15, 2024. |
| F6 | Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). |