Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEICO CORPHEI, HEI.A · Entity 3049 | Director · Co-COB and Co-CEO · Member of 10% owner group | May 27, 2026 | May 29, 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 May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option (Right to purchase Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $256.01 · Expires 2035-03-14 | Direct | 10,000 |
Reported balance
After 2026-05-27 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2026-05-27 · Grant · Acquired 10,000 · Balance 10,000 F7: 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. |
| Option (Right to purchase Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $44.96 · Expires 2027-03-17 | Direct | 115,313 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 115,313 F6: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $70.66 · Expires 2028-03-16 | Direct | 125,000 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 125,000 F6: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $134.70 · Expires 2031-09-24 | Direct | 125,000 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 125,000 F6: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $163.35 · Expires 2033-03-17 | Direct | 62,500 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 62,500 F6: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $163.61 · Expires 2033-06-09 | Direct | 62,500 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 62,500 F6: These options are exercisable at 20% per year over five years from the date of grant. |
| Common StockSEC Table I · non-derivative | Direct | 1,266,407 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,266,407 |
| Class A Common StockSEC Table I · non-derivative | Direct | 148,891 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 148,891 |
| Common StockSEC Table I · non-derivative | IndirectBy Keogh Account | 15,227 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,227 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Keogh Account | 10,078 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,078 |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 427,326 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 427,326 F1: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectOwned by Corporation | 189,030 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 189,030 F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectOwned by Partnership | 392,718 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 392,718 F3: Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person. |
| Common StockSEC Table I · non-derivative | IndirectAs custodian for children | 4,522 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 4,522 |
| Class A Common StockSEC Table I · non-derivative | IndirectAs custodian for children | 5,204 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 5,204 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 112,514 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 112,514 F4: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated May 26, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 107,245 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 107,245 F4: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated May 26, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy 409A Plan | 6,302 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 6,302 F5: Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 409A Plan | 10,042 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 10,042 F5: Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person.
F4: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated May 26, 2026.
F5: Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan).
F6: These options are exercisable at 20% per year over five years from the date of grant.
F7: 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.
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 |
|---|---|---|---|---|---|---|
| September 09, 2019 Filed Sep 10, 2019 20:33 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionCommon Stock | 305,176 | $15.94 | $4,863,010.08 |
DisclosureSEC source: 0000046619-19-000063 · wf-form4_156814760555571.xml · nonDerivative · entry 1 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,341,108 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 |
| June 19, 2019 Filed Jun 20, 2019 19:20 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 19,273 | $102.92 | $1,983,608.00 |
DisclosureSEC source: 0000046619-19-000053 · wf-form4_156105842321999.xml · nonDerivative · entry 2 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,735 Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 13:03 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 39,000 | $101.62 | $3,963,324.30 |
DisclosureSEC source: 0000046619-19-000047 · wf-form4_156043097189278.xml · nonDerivative · entry 2 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,008 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:03 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Common Stock) · Derivative | 381,470 | $0.00 Strike: $10.98 | $0.00 |
DisclosureSEC source: 0000046619-19-000021 · wf-form4_155180537049436.xml · derivative · entry 15 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 381,470 shares Expires 2020-09-13 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. F6 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:03 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingCommon Stock | 177,200 | $93.76 | $16,614,272.00 |
DisclosureSEC source: 0000046619-19-000021 · wf-form4_155180537049436.xml · nonDerivative · entry 2 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035,932 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:03 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionCommon Stock | 381,470 | $10.98 | $4,188,006.54 |
DisclosureSEC source: 0000046619-19-000021 · wf-form4_155180537049436.xml · nonDerivative · entry 1 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,213,132 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 |
| December 18, 2018 Filed Jan 17, 2019 22:00 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 15,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-19-000007 · wf-form4_154776240202757.xml · nonDerivative · entry 6 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 224,785 F2 · ownership.nature: 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. Read SEC document |
| October 24, 2018 Filed Dec 12, 2018 17:29 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-18-000109 · wf-form5_154463572713503.xml · nonDerivative · entry 6 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 240,285 F2 · ownership.nature: 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. Read SEC document |
| October 09, 2018 Filed Oct 10, 2018 20:48 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 1,312 | $88.21 | $115,731.91 |
DisclosureSEC source: 0000046619-18-000089 · wf-form4_153920449487937.xml · nonDerivative · entry 13 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 1,312 F6 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 18:49 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantOption (Right to purchase Common Stock) · Derivative | 100,000 | $0.00 Strike: $88.32 | $0.00 |
DisclosureSEC source: 0000046619-18-000031 · wf-form4_152157173763245.xml · derivative · entry 8 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2028-03-16 F8 · derivative.exercise_date: These options become exercisable 20% per year over five years from the date of Grant. Read SEC document |
| March 14, 2018 Filed Mar 15, 2018 21:18 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Common Stock) · Derivative | 381,470 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0000046619-18-000019 · wf-form4_152114868414922.xml · derivative · entry 14 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 381,470 shares Expires 2019-09-14 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. F7 · derivative.exercise_date: The Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate of 381,470 shares of Common Stock at an exercise price of $10.3521 per share, as adjusted for stock splits and stock dividends. These Options became exercisable on various dates and expire on September 14, 2019. Read SEC document |
| March 14, 2018 Filed Mar 15, 2018 21:18 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingCommon Stock | 176,700 | $90.07 | $15,915,369.00 |
DisclosureSEC source: 0000046619-18-000019 · wf-form4_152114868414922.xml · nonDerivative · entry 2 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,330 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 |
| March 14, 2018 Filed Mar 15, 2018 21:18 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionCommon Stock | 381,470 | $10.35 | $3,949,015.59 |
DisclosureSEC source: 0000046619-18-000019 · wf-form4_152114868414922.xml · nonDerivative · entry 1 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 842,030 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. 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 |
| December 20, 2017 Filed Mar 15, 2018 21:18 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 16,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-18-000019 · wf-form4_152114868414922.xml · nonDerivative · entry 7 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 194,628 F1 · balance_after: All shares reflect the impact of a 5-for-4 stock split that was effected on January 18,2018 F3 · ownership.nature: 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. Read SEC document |
| October 16, 2017 Filed Oct 31, 2017 16:37 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-17-000073 · wf-form4_150946781776850.xml · nonDerivative · entry 6 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 168,553 F2 · ownership.nature: 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. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 16:26 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 1,503 | $76.08 | $114,352.00 |
DisclosureSEC source: 0000046619-17-000064 · wf-form4_150704796338848.xml · nonDerivative · entry 12 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 5,995 F1 · balance_after: All shares reflect the impact of a 5-for-4 stock split that was effected on April 19, 2017 F6 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). Read SEC document |
| June 30, 2017 Filed Oct 3, 2017 16:26 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-17-000064 · wf-form4_150704796338848.xml · nonDerivative · entry 6 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 169,223 F1 · balance_after: All shares reflect the impact of a 5-for-4 stock split that was effected on April 19, 2017 F3 · ownership.nature: 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. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 21:14 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantCommon Stock · Derivative | 100,000 | $0.00 Strike: $87.82 | $0.00 |
DisclosureSEC source: 0000046619-17-000016 · wf-form4_149004447980228.xml · derivative · entry 8 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2027-03-17 F8 · derivative.exercise_date: These Options become exercisable 20% per year over five years from the date of Grant. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:48 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 10,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-16-000144 · wf-form4_147794687196320.xml · nonDerivative · entry 7 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 143,115 F2 · ownership.nature: 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. Read SEC document |
| October 19, 2016 Filed Oct 31, 2016 20:48 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-16-000144 · wf-form4_147794687196320.xml · nonDerivative · entry 6 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 154,065 F2 · ownership.nature: 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. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 20:14 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 2,044 | $57.11 | $116,724.26 |
DisclosureSEC source: 0000046619-16-000129 · wf-form4_147345206502917.xml · nonDerivative · entry 12 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 3,594 F5 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). Read SEC document |
| December 22, 2015 Filed Dec 12, 2016 23:14 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 7,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-16-000155 · wf-form5_148158447289983.xml · nonDerivative · entry 6 MENDELSON ERIC A · CIK 0001031083 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by Corporation Disclosed balance after: 135,515 F2 · ownership.nature: 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. 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.