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 | 1,467 |
Reported balance
After 2026-10-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-08 · Purchase · Acquired 795 · Balance 1,467 F1: 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 | 1,204 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,204 F1: Represents shares held for the reporting person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,766 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,766 |
Filing footnotes · ownership attribution and instrument terms
F1: 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 19:29 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 795 | $220.30 | $175,141.92 |
DisclosureSEC source: 0001960016-26-000002 · wk-form4_1791919769.xml · nonDerivative · entry 2 Fine Carol F. · CIK 0001960016 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 1,467 F1 · ownership.nature: Represents shares held for the reporting person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| October 10, 2025 Filed Oct 14, 2025 20:21 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 672 | $243.93 | $163,923.65 |
DisclosureSEC source: 0001960016-25-000003 · wk-form4_1760473297.xml · nonDerivative · entry 2 Fine Carol F. · CIK 0001960016 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 672 F1 · 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 21:11 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 725 | $262.94 | $190,630.92 |
DisclosureSEC source: 0000046619-24-000098 · wk-form4_1729545069.xml · nonDerivative · entry 1 Fine Carol F. · CIK 0001960016 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 1,204 F1 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 19:23 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 450 | $158.20 | $71,191.44 |
DisclosureSEC source: 0000046619-23-000103 · wk-form4_1686079404.xml · nonDerivative · entry 1 Fine Carol F. · CIK 0001960016 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 479 F1 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 20:04 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | OtherCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-23-000035 · wf-form4_167424503628061.xml · nonDerivative · entry 2 Fine Carol F. · CIK 0001960016 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 29 F1 · ownership.nature: On January 18, 2023, the Reporting Person transferred 29 shares of HEICO Common Stock directly held into the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 20:04 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | OtherCommon Stock | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-23-000035 · wf-form4_167424503628061.xml · nonDerivative · entry 1 Fine Carol F. · CIK 0001960016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 10, 2023 Filed Jan 11, 2023 21:30 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 29 | $157.07 | $4,554.89 |
DisclosureSEC source: 0000046619-23-000028 · wf-form4_167347263156004.xml · nonDerivative · entry 1 Fine Carol F. · CIK 0001960016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29 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.