Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEICO CORPHEI, HEI.A · Entity 3049 | Chief Accounting Officer | January 29, 2024 | January 30, 2024 |
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 January 29, 2024 · Filed January 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,244 |
Ending reported balance
After 2024-01-29 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-01-29 · Grant · Acquired 9,766 · Balance 26,828 Row 2 · 2024-01-29 · Grant · Acquired 719 · Balance 27,547 Row 3 · 2024-01-29 · Tax withholding · Disposed 5,303 · Balance 22,244 |
| Option (Right to purchase Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $24.91 · Expires 2025-06-08 | Direct | 0 |
Reported balance
After 2024-01-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-29 · Exercise / conversion · Disposed 9,766 · Balance 0 F2: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $34.74 · Expires 2026-12-12 | Direct | 11,000 |
Reported balance
After 2024-01-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-01-29 · Exercise / conversion · Disposed 719 · Balance 11,000 F2: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $62.68 · Expires 2028-06-11 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2024-01-29 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,500 F2: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $97.00 · Expires 2029-12-13 | Direct | 6,500 |
Reported balance
Holding disclosure · report date 2024-01-29 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 6,500 F2: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $121.39 · Expires 2031-12-17 | Direct | 6,500 |
Reported balance
Holding disclosure · report date 2024-01-29 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 6,500 F2: These options are exercisable at 20% per year over five years from the date of grant. |
| Option (Right to purchase Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $130.71 · Expires 2033-06-09 | Direct | 6,700 |
Reported balance
Holding disclosure · report date 2024-01-29 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 6,700 F2: These options are exercisable at 20% per year over five years from the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 7,892 |
Reported balance
Holding disclosure · report date 2024-01-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,892 F1: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated January 29, 2024. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 7,113 |
Reported balance
Holding disclosure · report date 2024-01-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 7,113 F1: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated January 29, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated January 29, 2024.
F2: These options are exercisable at 20% per year over five years from the date of grant.
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 |
|---|---|---|---|---|---|---|
| January 29, 2024 Filed Jan 30, 2024 20:34 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 719 | $0.00 Strike: $34.74 | $0.00 |
DisclosureSEC source: 0000046619-24-000008 · wk-form4_1706646892.xml · derivative · entry 7 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 Underlying: Class A Common Stock · 719 shares Expires 2026-12-12 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| January 29, 2024 Filed Jan 30, 2024 20:34 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 9,766 | $0.00 Strike: $24.91 | $0.00 |
DisclosureSEC source: 0000046619-24-000008 · wk-form4_1706646892.xml · derivative · entry 6 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,766 shares Expires 2025-06-08 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| January 29, 2024 Filed Jan 30, 2024 20:34 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingClass A Common Stock | 5,303 | $144.21 | $764,745.63 |
DisclosureSEC source: 0000046619-24-000008 · wk-form4_1706646892.xml · nonDerivative · entry 3 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,244 Read SEC document |
| January 29, 2024 Filed Jan 30, 2024 20:34 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantClass A Common Stock | 719 | $34.74 | $24,977.48 |
DisclosureSEC source: 0000046619-24-000008 · wk-form4_1706646892.xml · nonDerivative · entry 2 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,547 Read SEC document |
| January 29, 2024 Filed Jan 30, 2024 20:34 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantClass A Common Stock | 9,766 | $24.91 | $243,259.34 |
DisclosureSEC source: 0000046619-24-000008 · wk-form4_1706646892.xml · nonDerivative · entry 1 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,828 Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 19:22 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantOption (Right to purchase Class A Common Stock) · Derivative | 6,700 | $0.00 Strike: $130.71 | $0.00 |
DisclosureSEC source: 0000046619-23-000109 · wk-form4_1686597751.xml · derivative · entry 9 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,700 Underlying: Class A Common Stock · 6,700 shares Expires 2033-06-09 F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| January 11, 2023 Filed Jan 12, 2023 21:57 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 12,208 | $0.00 Strike: $20.89 | $0.00 |
DisclosureSEC source: 0000046619-23-000032 · wf-form4_167356062668130.xml · derivative · entry 5 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,208 shares Expires 2023-09-23 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| January 11, 2023 Filed Jan 12, 2023 21:57 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingClass A Common Stock | 4,899 | $127.39 | $624,083.61 |
DisclosureSEC source: 0000046619-23-000032 · wf-form4_167356062668130.xml · nonDerivative · entry 2 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,062 Read SEC document |
| January 11, 2023 Filed Jan 12, 2023 21:57 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantClass A Common Stock | 12,208 | $20.89 | $254,970.18 |
DisclosureSEC source: 0000046619-23-000032 · wf-form4_167356062668130.xml · nonDerivative · entry 1 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,961 Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 19:32 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantOption (Right to purchase Class A Common Stock) · Derivative | 6,500 | $0.00 Strike: $121.39 | $0.00 |
DisclosureSEC source: 0000046619-21-000082 · wf-form4_164002875846773.xml · derivative · entry 9 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Class A Common Stock · 6,500 shares Expires 2031-12-17 F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 13:30 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 12,208 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC source: 0000046619-20-000022 · wf-form4_159179581189427.xml · derivative · entry 5 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,208 shares Expires 2022-09-14 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 13:30 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingClass A Common Stock | 4,517 | $99.82 | $450,886.94 |
DisclosureSEC source: 0000046619-20-000022 · wf-form4_159179581189427.xml · nonDerivative · entry 2 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,753 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 13:30 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 12,208 | $12.63 | $154,212.68 |
DisclosureSEC source: 0000046619-20-000022 · wf-form4_159179581189427.xml · nonDerivative · entry 1 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,270 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 13, 2019 Filed Dec 16, 2019 20:17 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantOption (Right to purchase Class A Common Stock) · Derivative | 6,500 | $0.00 Strike: $97.00 | $0.00 |
DisclosureSEC source: 0000046619-19-000090 · wf-form4_157652741104941.xml · derivative · entry 9 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Class A Common Stock · 6,500 shares Expires 2029-12-13 F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 20:10 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 4,200 | $103.00 | $432,600.00 |
DisclosureSEC source: 0000046619-19-000057 · wf-form4_156175263504642.xml · nonDerivative · entry 1 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,062 Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 15:13 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 6,575 | $0.00 Strike: $11.26 | $0.00 |
DisclosureSEC source: 0000046619-19-000045 · wf-form4_156035238691388.xml · derivative · entry 5 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,575 shares Expires 2021-03-28 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. F2 · derivative.exercise_date: These options are exercisable at 20% per year over five years from the date of grant. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 15:13 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Tax withholdingClass A Common Stock | 2,141 | $102.89 | $220,287.49 |
DisclosureSEC source: 0000046619-19-000045 · wf-form4_156035238691388.xml · nonDerivative · entry 2 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,262 Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 15:13 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 6,575 | $11.26 | $74,011.49 |
DisclosureSEC source: 0000046619-19-000045 · wf-form4_156035238691388.xml · nonDerivative · entry 1 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,403 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 11, 2018 Filed Jun 13, 2018 15:21 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantOption (Right to purchase Class A Common Stock) · Derivative | 6,000 | $0.00 Strike: $78.35 | $0.00 |
DisclosureSEC source: 0000046619-18-000061 · wf-form4_152890324474791.xml · derivative · entry 9 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,000 shares Expires 2028-06-11 F3 · derivative.exercise_date: These Options become exercisable 20% per year over five years from the date of Grant. Read SEC document |
| July 20, 2017 Filed Jul 20, 2017 20:38 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | SaleClass A Common Stock | 3,000 | $65.76 | $197,292.60 |
DisclosureSEC source: 0000046619-17-000036 · wf-form4_150058311361730.xml · nonDerivative · entry 3 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,171 Read SEC document |
| July 19, 2017 Filed Jul 20, 2017 20:38 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionOption (Right to purchase Class A Common Stock) · Derivative | 3,000 | $0.00 Strike: $17.59 | $0.00 |
DisclosureSEC source: 0000046619-17-000036 · wf-form4_150058311361730.xml · derivative · entry 6 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,208 Underlying: Class A Common Stock · 3,000 shares Expires 2021-03-28 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. F3 · derivative.exercise_date: These Options become exercisable 20% per year over five years from the date of Grant. F1 · balance_after: All shares reflect the impact of a 5-for-4 stock split that was effected on April 19, 2017. Read SEC document |
| July 19, 2017 Filed Jul 20, 2017 20:38 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | Exercise / conversionClass A Common Stock | 3,000 | $17.59 | $52,764.60 |
DisclosureSEC source: 0000046619-17-000036 · wf-form4_150058311361730.xml · nonDerivative · entry 2 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,171 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 12, 2016 Filed Dec 13, 2016 21:43 UTC | HEICO CORP HEI, HEI.A · Entity 3049 | GrantOption (Right to purchase Class A Common Stock) · Derivative | 6,000 | $0.00 Strike: $67.85 | $0.00 |
DisclosureSEC source: 0000046619-16-000159 · wf-form4_148166540600354.xml · derivative · entry 1 Walker Steven M · CIK 0001551145 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Class A Common Stock · 6,000 shares Expires 2026-12-12 F1 · derivative.exercise_date: These Options become exercisable 20% per year over five years from the date of Grant. F2 · balance_after: In addition, the Reporting Person owns directly Options entitling the Reporting Person to purchase an aggregate of 23,266 shares of Class A Common Stock, which become exercisable on various dates and have various expiration dates. 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.