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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,010 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Purchase · Acquired 592 · Balance 1,010 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 2,400 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,400 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,507 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,507 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Son | 325 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 325 F1: Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 409A Plan | 9,460 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 9,460 F2: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
| Common StockSEC Table I · non-derivative | IndirectBy 409A Plan | 2,263 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,263 F2: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership.
F2: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan).
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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 19:30 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 592 | $294.93 | $174,601.11 |
DisclosureSEC source: 0001620811-26-000006 · wk-form4_1791919835.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,010 Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 18:04 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 676 | $223.00 | $150,748.47 |
DisclosureSEC source: 0001620811-26-000004 · wk-form4_1776362637.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 10, 2025 Filed Oct 14, 2025 20:26 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 676 | $243.93 | $164,899.38 |
DisclosureSEC source: 0001620811-25-000004 · wk-form4_1760473587.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 15:31 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleCommon Stock | 700 | $246.23 | $172,362.82 |
DisclosureSEC source: 0000046619-25-000040 · wk-form4_1745595091.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418 Read SEC document |
| December 23, 2024 Filed Dec 26, 2024 15:10 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-24-000113 · wk-form4_1735225846.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,118 Read SEC document |
| October 18, 2024 Filed Oct 21, 2024 21:10 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 726 | $262.94 | $190,893.86 |
DisclosureSEC source: 0000046619-24-000094 · wk-form4_1729545028.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,173 Read SEC document |
| October 03, 2024 Filed Oct 3, 2024 22:43 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-24-000074 · wk-form4_1727995432.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 27, 2023 Filed Dec 28, 2023 15:51 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleCommon Stock | 1,450 | $179.54 | $260,335.32 |
DisclosureSEC source: 0000046619-23-000167 · wk-form4_1703778660.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 447 Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 17:01 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-23-000132 · wk-form4_1697562062.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79 Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 19:09 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 120 | $158.20 | $18,984.38 |
DisclosureSEC source: 0000046619-23-000093 · wk-form4_1686078540.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,897 Read SEC document |
| April 12, 2023 Filed Apr 13, 2023 17:24 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 250 | $133.61 | $33,403.08 |
DisclosureSEC source: 0000046619-23-000073 · wf-form4_168140666344896.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155 Read SEC document |
| January 10, 2023 Filed Jan 11, 2023 21:31 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 1,385 | $157.07 | $217,535.16 |
DisclosureSEC source: 0000046619-23-000029 · wf-form4_167347265107357.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,777 Read SEC document |
| January 05, 2023 Filed Jan 6, 2023 20:22 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 926 | $117.32 | $108,639.43 |
DisclosureSEC source: 0000046619-23-000006 · wf-form4_167303655368364.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405 Read SEC document |
| December 22, 2022 Filed Jan 6, 2023 20:22 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-23-000006 · wf-form4_167303655368364.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,331 Read SEC document |
| September 20, 2022 Filed Nov 28, 2022 16:18 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-22-000054 · wf-form5_166965227885857.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| October 15, 2021 Filed Nov 1, 2021 20:47 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-21-000076 · wf-form5_163579966142309.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,665 Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 17:15 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 926 | $112.13 | $103,828.86 |
DisclosureSEC source: 0000046619-21-000052 · wf-form4_163129410313636.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,747 Read SEC document |
| April 26, 2021 Filed Sep 10, 2021 17:15 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-21-000052 · wf-form4_163129410313636.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821 Read SEC document |
| April 14, 2021 Filed Apr 15, 2021 18:35 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleCommon Stock | 978 | $133.84 | $130,890.63 |
DisclosureSEC source: 0000046619-21-000027 · wf-form4_161851173586004.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392 Read SEC document |
| October 12, 2020 Filed Oct 14, 2020 20:53 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 978 | $111.44 | $108,990.77 |
DisclosureSEC source: 0000046619-20-000064 · wf-form4_160270876970789.xml · nonDerivative · entry 4 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,370 Read SEC document |
| October 09, 2020 Filed Oct 14, 2020 20:53 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-20-000064 · wf-form4_160270876970789.xml · nonDerivative · entry 3 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901 Read SEC document |
| August 31, 2020 Filed Oct 14, 2020 20:53 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-20-000064 · wf-form4_160270876970789.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953 Read SEC document |
| December 20, 2019 Filed Oct 14, 2020 20:53 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-20-000064 · wf-form4_160270876970789.xml · nonDerivative · entry 1 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066 Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 22:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 950 | $120.70 | $114,666.43 |
DisclosureSEC source: 0000046619-19-000078 · wf-form4_157247344728824.xml · nonDerivative · entry 7 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 2,263 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| June 13, 2019 Filed Oct 30, 2019 22:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-19-000078 · wf-form4_157247344728824.xml · nonDerivative · entry 2 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122 Read SEC document |
| October 09, 2018 Filed Oct 10, 2018 20:50 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 1,313 | $88.21 | $115,820.12 |
DisclosureSEC source: 0000046619-18-000093 · wf-form4_153920463164727.xml · nonDerivative · entry 7 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 1,313 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:10 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 33 | $74.46 | $2,457.02 |
DisclosureSEC source: 0000046619-18-000075 · wf-form4_153627181138316.xml · nonDerivative · entry 7 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 898 F1 · ownership.nature: Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:10 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 370 | $74.50 | $27,565.00 |
DisclosureSEC source: 0000046619-18-000075 · wf-form4_153627181138316.xml · nonDerivative · entry 6 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 931 F1 · ownership.nature: Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 22:10 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleCommon Stock | 1,303 | $90.40 | $117,785.21 |
DisclosureSEC source: 0000046619-18-000075 · wf-form4_153627181138316.xml · nonDerivative · entry 5 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 0 F1 · ownership.nature: Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 19:50 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 325 | $63.50 | $20,637.50 |
DisclosureSEC source: 0000046619-18-000065 · wf-form4_153323942035145.xml · nonDerivative · entry 6 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 1,301 F1 · balance_after: All shares reflect the impact of 5-for-4 stock splits that were effected on January 18, 2018 and June 28, 2018, respectively. F2 · ownership.nature: Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership. Read SEC document |
| July 31, 2018 Filed Sep 10, 2018 21:37 UTC Amendment | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 325 | $63.50 | $20,637.50 |
DisclosureSEC source: 0000046619-18-000077 · wf-form4a_153661542814312.xml · nonDerivative · entry 5 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 325 F1 · balance_after: All shares reflect the impact of 5-for-4 stock splits that were effected on January 18, 2018 and June 28, 2018, respectively. F2 · ownership.nature: Represents shares held by the Reporting Person's son, Eric Neitzel, for which the Reporting Person disclaims beneficial ownership. As of October 23, 2017, the Reporting Person no longer has a reportable beneficial interest in 1,303 shares of Common Stock and 976 shares of Class A Common Stock owned by the Reporting Person's son, Nicolas Neitzel, and included in the Reporting Person's prior ownership reports. As a result, as of October 23, 2017, the shares of Common Stock and Class A Common Stock held by the Reporting Person's son, Nicolas Neitzel, are no longer reflected in the Reporting Person's ownership reports. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 16:27 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 1,469 | $76.08 | $111,765.19 |
DisclosureSEC source: 0000046619-17-000067 · wf-form4_150704801520998.xml · nonDerivative · entry 7 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 6,055 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 held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 20:17 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 2,119 | $57.11 | $121,007.19 |
DisclosureSEC source: 0000046619-16-000137 · wf-form4_147345221308086.xml · nonDerivative · entry 7 Neitzel Julie · CIK 0001620811 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 3,669 F2 · 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.