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 | 24,864 |
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 24,864 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 | 5,470 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,470 F1: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,126 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,126 F2: Represents shares held in The Adolfo and Elizabeth Henriques 1998 Trust (the "Trust") of which the Reporting Person is trustee. The Reporting Person and members of his immediate family are the sole beneficiaries of the Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 63 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 63 F2: Represents shares held in The Adolfo and Elizabeth Henriques 1998 Trust (the "Trust") of which the Reporting Person is trustee. The Reporting Person and members of his immediate family are the sole beneficiaries of the Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan).
F2: Represents shares held in The Adolfo and Elizabeth Henriques 1998 Trust (the "Trust") of which the Reporting Person is trustee. The Reporting Person and members of his immediate family are the sole beneficiaries of the Trust.
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 19:27 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 795 | $220.30 | $175,141.92 |
DisclosureSEC source: 0001181803-26-000002 · wk-form4_1791919625.xml · nonDerivative · entry 2 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 24,864 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 20:29 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 676 | $243.93 | $164,899.38 |
DisclosureSEC source: 0001181803-25-000003 · wk-form4_1760473794.xml · nonDerivative · entry 2 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 24,069 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 | 726 | $262.94 | $190,893.86 |
DisclosureSEC source: 0000046619-24-000099 · wk-form4_1729545079.xml · nonDerivative · entry 1 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 5,470 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 19:21 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 120 | $158.20 | $18,984.38 |
DisclosureSEC source: 0000046619-23-000101 · wk-form4_1686079258.xml · nonDerivative · entry 2 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 409A Plan Disclosed balance after: 4,744 F1 · 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: 0000046619-23-000021 · wf-form4_167347248305449.xml · nonDerivative · entry 2 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 4,624 F1 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| November 12, 2021 Filed Nov 28, 2022 16:21 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 7,126 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-22-000059 · wf-form5_166965237642185.xml · nonDerivative · entry 4 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,126 F2 · ownership.nature: On November 12, 2021, the Reporting Person transferred 7,126 shares HEICO Class A Common Stock to The Adolfo and Elizabeth Henriques 1998 Trust (the "Trust") of which the Reporting Person is trustee. The Reporting Person and members of his immediate family are the sole beneficiaries of the Trust. Read SEC document |
| November 12, 2021 Filed Nov 28, 2022 16:21 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GiftClass A Common Stock | 7,126 | $0.00 | $0.00 |
DisclosureSEC source: 0000046619-22-000059 · wf-form5_166965237642185.xml · nonDerivative · entry 1 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 17:16 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 925 | $112.13 | $103,716.74 |
DisclosureSEC source: 0000046619-21-000055 · wf-form4_163129420308856.xml · nonDerivative · entry 2 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 23,393 F1 · 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 20:52 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 978 | $111.44 | $108,990.77 |
DisclosureSEC source: 0000046619-20-000061 · wf-form4_160270871645219.xml · nonDerivative · entry 3 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 3,239 F1 · 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 22:13 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 950 | $120.70 | $114,666.43 |
DisclosureSEC source: 0000046619-19-000084 · wf-form4_157247356632626.xml · nonDerivative · entry 3 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 2,261 F1 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| October 09, 2018 Filed Oct 10, 2018 20:50 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseCommon Stock | 1,311 | $88.21 | $115,643.70 |
DisclosureSEC source: 0000046619-18-000092 · wf-form4_153920459498105.xml · nonDerivative · entry 3 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 1,311 F2 · ownership.nature: Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan). Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 16:25 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 1,504 | $76.08 | $114,428.08 |
DisclosureSEC source: 0000046619-17-000061 · wf-form4_150704790756598.xml · nonDerivative · entry 2 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 14,380 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 20:16 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | PurchaseClass A Common Stock | 2,044 | $57.11 | $116,724.26 |
DisclosureSEC source: 0000046619-16-000136 · wf-form4_147345219445593.xml · nonDerivative · entry 2 HENRIQUES ADOLFO · CIK 0001181803 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 409A Plan Disclosed balance after: 12,087 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.