HEI

HEICO Corporation

Sector: industrialsAerospace & DefenseNYSEMarket Cap: $48.90B

HEICO Corporation (HEI) designs and manufactures aerospace, defense, and industrial products, with a direct political signal from executive branch holdings including a position by former President Donald J. Trump.

Govt Dependence

10/100

Regulatory Density

65/100

Lobbying Intensity

0/100

Political Signal

NEUTRAL

BusinessWhat HEI does

HEICO Corporation operates through two segments: Flight Support Group (aviation aftermarket parts, repairs, distribution) and Electronic Technologies Group (components for aerospace, defense, medical, telecommunications). Its business model focuses on proprietary and FAA-approved parts, serving commercial and military aviation, space, and electronics markets. Revenue is derived from aftermarket sales, manufacturing, and R&D contracts.

12 months past · 3 months futureHEI activity timeline

Congress

buy sell

Insider · Form 4

open-market buy

Hedge fund · 13F

opened + added − trimmed closed holds

Bills

past action (this ticker) upcoming markup (sector) ★ carveout (this ticker)

248 trading days · 0 congressional trades shown · 0 insider buys · 12 13F filings · 0 past bill actions · 0 upcoming markups

Executive Branch ConflictsHEI held by Trump-administration officials

2 cabinet/senior officials reported HEI positions in OGE Form 278 disclosures across 2 filings.

Donald J. Trump

President · White House

HEICO CORP NEW CLASS A

None (or less than $1,001) · self · 2025

Lori Chavez-DeRemer

Secretary of Labor · Department of Labor

HEICO CORP NEW CL A

$1,001 - $15,000 · self · 2025

Lifetime Government AwardsHEI federal contracts

HEI doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding HEI

$375.95B

Total HEI held by tracked 13F funds

Funds with HEI positions

Two Sigma Investments $219.67B +51% 2026-03-31

Baupost Group $77.56B holds 2026-03-31

Renaissance Technologies $47.57B +18% 2026-03-31

Renaissance Technologies $31.04B +35% 2026-03-31

D.E. Shaw & Co. $66M +323% 2025-12-31

D.E. Shaw & Co. $22M -57% 2025-12-31

Citadel Advisors $8M -20% 2025-12-31

Bridgewater Associates $7M +89% 2025-12-31

1 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading HEIMembers of Congress with recent HEI positions

1 politicians traded HEI across 2 disclosed transactions totaling $16K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just HEI). 0-30 LOW · 30-60 MID · 60+ HIGH.

Robert P. Bresnahan R-Pennsylvania · house 2 sells $16K 2025-01-13 LOW · 0

Congressional TradesWho in Congress is trading HEI

2025-01-13 Robert P. Bresnahan R-Pennsylvania · house sale $1,001 - $15,000

2025-01-13 Robert P. Bresnahan R-Pennsylvania · house Sale $1,001 - $15,000

2023-12-20 Jonathan L. Jackson D-Illinois · house Sale $15,001 - $50,000

2023-12-20 Jonathan L. Jackson D-Illinois · house sale $15,001 - $50,000

2021-06-04 Ro Khanna D-California · house Sale $1,001 - $15,000

2021-06-04 Ro Khanna D-California · house sale $1,001 - $15,000

2019-06-12 (unknown) Sale $100,001 - $250,000

2019-06-12 (unknown) sale $100,001 - $250,000

2019-01-24 (unknown) Sale $1,001 - $15,000

2019-01-24 (unknown) sale $1,001 - $15,000

2018-04-02 Josh Gottheimer D-New Jersey · house Sale $1,001 - $15,000 183d late

2018-04-02 Josh Gottheimer D-New Jersey · house sale $1,001 - $15,000 183d late

16+ trades on file · most recent 2025-02-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere HEI sits in Washington

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STRUCTURAL: No lobbying spend, donations, or federal contracts. EVIDENTIARY: Two executive branch holdings: Donald J. Trump holds HEICO Class A stock (value bucket 'None (or less than $1,001)'), and Lori Chavez-DeRemer sold in 2025 (value bucket '$1,001 - $15,000') per get_executive_branch_exposure.by_ticker[0].holdings. Net: Minimal direct political engagement, with limited but notable executive exposure.

Regulatory ExposureThreats & opportunities

Regulatory threats

FAA certification and airworthiness regulations

Federal Aviation Administration

"Business model relies on FAA-approved parts; no specific bill impacts in get_bill_impacts."
Defense procurement and ITAR compliance

Department of Defense, Department of State

"Electronic Technologies Group serves defense; no federal contracts summary in get_government_precedent."

Regulatory opportunities

Increased defense and space spending

Department of Defense, NASA

"Sector exposure to aerospace and defense; no federal contracts or bill carveouts in data."

Member intelligence layer

Live signals + predictions for HEI — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Live 7-layer signal scores when Congress trades HEI
Bill Pass Index v2 odds for every bill on the watch list
Iron Triangle alerts (committee × donor × trade)
SEC Form 4 cluster detection (CEO + CFO + director buys)
Whale-Opportunity expected-value ranking
Custom watchlist alerts via email + Discord

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Frequently AskedAbout HEI & political exposure

Does HEICO Corporation (HEI) hold federal contracts?

No direct prime contracts reported in USASpending.gov for HEICO Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.

Which Trump cabinet officials own HEI stock?

2 Trump cabinet members or senior White House staff have disclosed holdings in HEI on their OGE 278 financial disclosures, including Donald J. Trump, Lori Chavez-DeRemer. See the Cabinet Conflicts panel for details.

Has Congress traded HEI stock?

16 congressional trades by 6 unique members of Congress, most recently on 2025-01-13. See the Congressional Trading panel for politician-by-politician breakdown.

What is HEI political risk profile?

Government dependence: 10/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.

How does GovGreed track HEI political activity?

GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. HEI data is updated daily from these official federal sources.