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 | IndirectBy 409A Plan | 50,218 |
Reported balance
After 2026-10-08 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-10-08 · Purchase · Acquired 795 · Balance 50,218 F2: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,974 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,974 F1: Represents shares held in brokerage accounts for which the Reporting Person is a joint tenant with right of survivorship. |
| Common StockSEC Table I · non-derivative | IndirectBy 409A Plan | 5,470 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,470 F2: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
| Class A Common StockSEC Table I · non-derivative | IndirectIrrevocable Trusts | 3,019 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,019 F3: Represents shares held in an Irrevocable Trust whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jamie Hildebrandt Jerome, the Reporting Person's daughter. |
| Class A Common StockSEC Table I · non-derivative | IndirectIrrevocable Trusts | 1,181 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,181 F4: Represents shares held in Irrevocable Trusts whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jessica Lee Hildebrandt, the Reporting Person's daughter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held in brokerage accounts for which the Reporting Person is a joint tenant with right of survivorship.
F2: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan).
F3: Represents shares held in an Irrevocable Trust whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jamie Hildebrandt Jerome, the Reporting Person's daughter.
F4: Represents shares held in Irrevocable Trusts whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jessica Lee Hildebrandt, the Reporting Person's daughter.
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 19:31 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 795 | $220.30 | $175,141.92 |
DisclosureSEC source: 0001445233-26-000002 · wk-form4_1791919903.xml · nonDerivative · entry 3 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 50,218 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| October 21, 2025 Filed Oct 23, 2025 21:43 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 400 | $248.76 | $99,504.00 |
DisclosureSEC source: 0001445233-25-000006 · wk-form4_1761255803.xml · nonDerivative · entry 5 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trusts Disclosed balance after: 1,181 F4 · ownership.nature: Represents shares held in Irrevocable Trusts whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jessica Lee Hildebrandt, the Reporting Person's daughter. Read SEC document |
| October 10, 2025 Filed Oct 14, 2025 20:20 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 676 | $243.93 | $164,899.38 |
DisclosureSEC source: 0001445233-25-000004 · wk-form4_1760473205.xml · nonDerivative · entry 3 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 49,423 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). 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: 0000046619-24-000095 · wk-form4_1729545038.xml · nonDerivative · entry 2 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 5,470 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 20:35 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 781 | $127.98 | $99,954.18 |
DisclosureSEC source: 0000046619-23-000107 · wk-form4_1686256498.xml · nonDerivative · entry 5 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Irrevocable Trusts Disclosed balance after: 781 F4 · balance_after: This transaction was executed in multiple trades at prices ranging from $127.9816 to $128.4850. The price reported reflects the weighted average sale price. F5 · ownership.nature: Represents shares held in Irrevocable Trusts whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jessica Lee Hildebrandt, the Reporting Person's daughter. Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 19:27 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 120 | $158.20 | $18,984.38 |
DisclosureSEC source: 0000046619-23-000105 · wk-form4_1686079657.xml · nonDerivative · entry 3 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 4,744 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| January 10, 2023 Filed Jan 11, 2023 21:28 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 1,385 | $157.07 | $217,535.16 |
DisclosureSEC source: 0000046619-23-000022 · wf-form4_167347250092725.xml · nonDerivative · entry 3 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 4,624 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 17:14 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 926 | $112.13 | $103,828.86 |
DisclosureSEC source: 0000046619-21-000051 · wf-form4_163129408215222.xml · nonDerivative · entry 2 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 48,747 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| October 12, 2020 Filed Oct 14, 2020 20:51 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 978 | $111.44 | $108,990.77 |
DisclosureSEC source: 0000046619-20-000058 · wf-form4_160270866194118.xml · nonDerivative · entry 3 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 3,239 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 22:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 949 | $120.70 | $114,545.72 |
DisclosureSEC source: 0000046619-19-000080 · wf-form4_157247348424536.xml · nonDerivative · entry 3 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 2,261 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 18:44 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 987 | $100.69 | $99,382.71 |
DisclosureSEC source: 0000046619-19-000049 · wf-form4_156079707423976.xml · nonDerivative · entry 2 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,974 F1 · ownership.direct: Represents shares held in brokerage accounts for which the Reporting Person is a joint tenant with right of survivorship. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 18:44 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 987 | $100.71 | $99,401.26 |
DisclosureSEC source: 0000046619-19-000049 · wf-form4_156079707423976.xml · nonDerivative · entry 1 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987 F1 · ownership.direct: Represents shares held in brokerage accounts for which the Reporting Person is a joint tenant with right of survivorship. Read SEC document |
| June 10, 2019 Filed Jun 11, 2019 16:41 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 963 | $103.34 | $99,516.42 |
DisclosureSEC source: 0000046619-19-000043 · wf-form4_156027129316877.xml · nonDerivative · entry 3 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable Trusts Disclosed balance after: 3,019 F2 · ownership.nature: Represents shares held in Irrevocable Trusts whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jamie Hildebrandt Jerome, the Reporting Person's daughter. Read SEC document |
| October 09, 2018 Filed Oct 10, 2018 20:51 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 1,312 | $88.21 | $115,731.91 |
DisclosureSEC source: 0000046619-18-000094 · wf-form4_153920466279216.xml · nonDerivative · entry 2 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 1,312 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| October 05, 2017 Filed Oct 6, 2017 18:24 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 1,316 | $76.13 | $100,185.76 |
DisclosureSEC source: 0000046619-17-000069 · wf-form4_150731423508526.xml · nonDerivative · entry 2 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable Trust Disclosed balance after: 1,316 F2 · ownership.nature: Represents shares held in an Irrevocable Trust whose trustees are Jo Ann Hildebrandt, the Reporting Person's wife, and Jamie Hildebrandt Jerome, the Reporting Person's daughter. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 16:26 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 1,504 | $76.08 | $114,428.08 |
DisclosureSEC source: 0000046619-17-000065 · wf-form4_150704798193006.xml · nonDerivative · entry 1 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 30,606 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 |
| 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: 0000046619-16-000130 · wf-form4_147345208234767.xml · nonDerivative · entry 1 Hildebrandt Mark H · CIK 0001445233 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 23,282 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.