Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEICO CORPHEI, HEI.A · Entity 3049 | Chief Accounting Officer | June 10, 2026 | June 11, 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 June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Sale · Disposed 1,326 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 984 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 984 F1: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated June 10, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,056 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,056 F1: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated June 10, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated June 10, 2026.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 11, 2026 16:36 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 1,326 | $241.63 | $320,401.38 |
DisclosureSEC source: 0002057115-26-000008 · wk-form4_1781195801.xml · nonDerivative · entry 1 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 1,400 | $0.00 Strike: $130.71 | $0.00 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · derivative · entry 11 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,100 Underlying: Class A Common Stock · 1,400 shares Expires 2033-06-09 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 1,280 | $0.00 Strike: $121.39 | $0.00 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · derivative · entry 10 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640 Underlying: Class A Common Stock · 1,280 shares Expires 2031-12-17 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 600 | $0.00 Strike: $97.00 | $0.00 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · derivative · entry 9 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 600 shares Expires 2029-12-13 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingClass A Common Stock | 874 | $259.81 | $227,073.94 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · nonDerivative · entry 6 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,326 Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 1,400 | $130.71 | $182,994.00 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · nonDerivative · entry 5 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200 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 |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingClass A Common Stock | 764 | $259.81 | $198,494.84 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · nonDerivative · entry 4 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 1,280 | $121.39 | $155,379.20 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · nonDerivative · entry 3 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 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 |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingClass A Common Stock | 316 | $259.81 | $82,099.96 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · nonDerivative · entry 2 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284 Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 17:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 600 | $97.00 | $58,200.00 |
DisclosureSEC source: 0002057115-26-000004 · wk-form4_1780419633.xml · nonDerivative · entry 1 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 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 |
| May 27, 2026 Filed May 29, 2026 20:45 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantOption (Right to purchase Class A Common Stock) · Derivative | 3,000 | $0.00 Strike: $203.05 | $0.00 |
DisclosureSEC source: 0002057115-26-000002 · wk-form4_1780087533.xml · derivative · entry 6 Rowen Bradley K · CIK 0002057115 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Class A Common Stock · 3,000 shares Expires 2035-03-14 F3 · derivative.exercise_date: Represents the vesting of the first tranche (20%) of performance-based stock options originally granted on March 14, 2025. Vesting occurred upon certification by the Compensation Committee on May 27, 2026 that the applicable performance conditions for the first measurement interval were achieved. 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.