Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEICO CORPHEI, HEI.A · Entity 3049 | Director | October 08, 2026 | October 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HEICO CORP
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,202 |
Reported balance
After 2026-10-08 transaction · row 2
1 source rowRow 2 · 2026-10-08 · Purchase · Acquired 795 · Balance 1,202 |
| Common StockSEC Table I · non-derivative | Direct | 122,197 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 122,197 |
| Common StockSEC Table I · non-derivative | IndirectBy 409A Plan | 11,333 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,333 F1: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 409A Plan | 6,416 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,416 F1: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Estate | 10,488 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,488 F2: Represents shares held by the estate of deceased spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan).
F2: Represents shares held by the estate of deceased spouse.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 20, 2019 Filed Mar 20, 2019 18:19 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 15,000 | $79.88 | $1,198,152.00 |
DisclosureSEC source: 0000046619-19-000029 · wf-form4_155310594565752.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 20:52 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 1,445 | $79.59 | $115,012.46 |
DisclosureSEC source: 0000046619-19-000010 · wf-form4_154827674767251.xml · nonDerivative · entry 2 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 10,379 F1 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| September 11, 2018 Filed Sep 11, 2018 22:22 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 4,000 | $76.44 | $305,774.40 |
DisclosureSEC source: 0000046619-18-000081 · wf-form4_153670455704278.xml · nonDerivative · entry 2 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,700 Read SEC document |
| August 30, 2018 Filed Sep 11, 2018 22:22 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-18-000081 · wf-form4_153670455704278.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,700 Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 19:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 19,306 | $0.00 Strike: $0.57 | $0.00 |
DisclosureSEC source: 0000046619-18-000063 · wf-form4_153150907836823.xml · derivative · entry 11 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,543 Underlying: Class A Common Stock · 19,306 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: These options became exercisable on various dates and expire 180 days following the date the Reporting Person ceases to serve as a Director of the Registrant. F4 · derivative.expiration_date: These options became exercisable on various dates and expire 180 days following the date the Reporting Person ceases to serve as a Director of the Registrant. F5 · balance_after: All shares reflect the impact of 5-for-4 stock splits that were effected on January 18, 2018 and June 28, 2018. Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 19:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 16,041 | $0.00 Strike: $0.32 | $0.00 |
DisclosureSEC source: 0000046619-18-000063 · wf-form4_153150907836823.xml · derivative · entry 10 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,803 Underlying: Class A Common Stock · 16,041 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: These options became exercisable on various dates and expire 180 days following the date the Reporting Person ceases to serve as a Director of the Registrant. F4 · derivative.expiration_date: These options became exercisable on various dates and expire 180 days following the date the Reporting Person ceases to serve as a Director of the Registrant. F5 · balance_after: All shares reflect the impact of 5-for-4 stock splits that were effected on January 18, 2018 and June 28, 2018. Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 19:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 5,347 | $62.59 | $334,692.79 |
DisclosureSEC source: 0000046619-18-000063 · wf-form4_153150907836823.xml · nonDerivative · entry 3 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 19:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 19,306 | $0.57 | $11,029.52 |
DisclosureSEC source: 0000046619-18-000063 · wf-form4_153150907836823.xml · nonDerivative · entry 2 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,347 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 11, 2018 Filed Jul 13, 2018 19:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 16,041 | $0.32 | $5,181.24 |
DisclosureSEC source: 0000046619-18-000063 · wf-form4_153150907836823.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 18:42 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleCommon Stock | 2,000 | $87.83 | $175,660.00 |
DisclosureSEC source: 0000046619-18-000047 · wf-form4_152364492988899.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 10, 2018 Filed Apr 13, 2018 00:58 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Common Stock) · Derivative | 2,000 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0000046619-18-000045 · wf-form4_152358106748682.xml · derivative · entry 5 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,435 Underlying: Common Stock · 2,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate 90,435 shares of Common Stock at an exercise price of $.4038 per share, as adjusted for stock splits and stock dividends. These options became exercisable on various dates and expire 180 days followed the date the Reporting Person ceases to serve as a Director of the Registrant. F3 · derivative.expiration_date: The Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate 90,435 shares of Common Stock at an exercise price of $.4038 per share, as adjusted for stock splits and stock dividends. These options became exercisable on various dates and expire 180 days followed the date the Reporting Person ceases to serve as a Director of the Registrant. F4 · balance_after: In addition to these options, the Reporting Person owns directly options entitling the Reporting Person to purchase an aggregate of 154,439 shares of Common Stock and 254,111 shares of Class A Common Stock, as adjusted for stock splits and stock dividends. These options became exercisable on various dates and expire 180 days following the date the Reporting Person ceases to serve as Director of the Registrant. Read SEC document |
| April 10, 2018 Filed Apr 13, 2018 00:58 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionCommon Stock | 2,000 | $0.40 | $807.60 |
DisclosureSEC source: 0000046619-18-000045 · wf-form4_152358106748682.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 19:09 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 1,663 | $71.07 | $118,182.26 |
DisclosureSEC source: 0000046619-18-000043 · wf-form4_152356010441502.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 23, 2018 Filed Feb 13, 2018 18:02 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Disposition to issuerCommon Stock | 2,328 | $77.47 | $180,359.94 |
DisclosureSEC source: 0000046619-18-000008 · wf-form4_151854490668719.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: All shares reflect the impact of a 5-for-4 stock split that was effected on January 18, 2018 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 16:25 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 1,504 | $76.08 | $114,428.08 |
DisclosureSEC source: 0000046619-17-000062 · wf-form4_150704793003158.xml · nonDerivative · entry 4 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 4,107 F1 · balance_after: All shares reflect the impact of a 5-for-4 stock split that was effected on April 19, 2017 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| July 25, 2017 Filed Jan 16, 2018 17:46 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-18-000002 · wf-form5_151612476170021.xml · nonDerivative · entry 2 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,331 Read SEC document |
| July 25, 2017 Filed Jan 16, 2018 17:46 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-18-000002 · wf-form5_151612476170021.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,863 Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 17:16 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 1,305 | $0.00 Strike: $0.48 | $0.00 |
DisclosureSEC source: 0000046619-17-000004 · wf-form4_148579657279251.xml · derivative · entry 8 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,916 Underlying: Class A Common Stock · 1,305 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate 18,916 shares of Class A Common Stock at an exercise price of $.4754 per share, as adjusted for stock splits and stock dividends. These options became exercisable on various dates and expire 180 days followed the date the Reporting Person ceases to serve as a Director of the Registrant. F5 · derivative.expiration_date: The Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate 18,916 shares of Class A Common Stock at an exercise price of $.4754 per share, as adjusted for stock splits and stock dividends. These options became exercisable on various dates and expire 180 days followed the date the Reporting Person ceases to serve as a Director of the Registrant. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 17:16 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Common Stock) · Derivative | 1,731 | $0.00 Strike: $0.63 | $0.00 |
DisclosureSEC source: 0000046619-17-000004 · wf-form4_148579657279251.xml · derivative · entry 6 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,159 Underlying: Common Stock · 1,731 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate 59,159 shares of Common Stock at an exercise price of $.6309 per share, as adjusted for stock splits and stock dividends. These options became exercisable on various dates and expire 180 days followed the date the Reporting Person ceases to serve as a Director of the Registrant. F3 · derivative.expiration_date: The Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate 59,159 shares of Common Stock at an exercise price of $.6309 per share, as adjusted for stock splits and stock dividends. These options became exercisable on various dates and expire 180 days followed the date the Reporting Person ceases to serve as a Director of the Registrant. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 17:16 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 1,305 | $0.48 | $620.40 |
DisclosureSEC source: 0000046619-17-000004 · wf-form4_148579657279251.xml · nonDerivative · entry 2 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,305 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 17:16 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionCommon Stock | 1,731 | $0.63 | $1,092.09 |
DisclosureSEC source: 0000046619-17-000004 · wf-form4_148579657279251.xml · nonDerivative · entry 1 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 20:14 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 2,083 | $57.11 | $118,951.38 |
DisclosureSEC source: 0000046619-16-000128 · wf-form4_147345204664168.xml · nonDerivative · entry 2 SCHRIESHEIM ALAN · CIK 0001200631 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 2,083 F1 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.