Eric A. Mendelson - 16 Oct 2024 Form 4 Insider Report for HEICO CORP (HEI)

Role
Co-President, Director
Signature
/s/ Eric A. Mendelson
Issuer symbol
HEI
Transactions as of
16 Oct 2024
Net transactions value
-$9,080,558
Form type
4
Filing time
17 Oct 2024, 17:29:26 UTC
Previous filing
26 Jul 2024
Next filing
21 Oct 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HEI, HEI.A Common Stock Options Exercise $2,436,498 +97,656 +8.3% $24.95 1,267,847 16 Oct 2024 Direct
transaction HEI, HEI.A Common Stock Tax liability $11,517,055 -43,436 -3.4% $265.15 1,224,411 16 Oct 2024 Direct
holding HEI, HEI.A Class A Common Stock 148,891 16 Oct 2024 Direct
holding HEI, HEI.A Common Stock 15,227 16 Oct 2024 By Keogh Account
holding HEI, HEI.A Class A Common Stock 10,078 16 Oct 2024 By Keogh Account
holding HEI, HEI.A Common Stock 427,326 16 Oct 2024 By Trusts F1
holding HEI, HEI.A Class A Common Stock 191,440 16 Oct 2024 Owned by Corporation F2
holding HEI, HEI.A Common Stock 392,718 16 Oct 2024 Owned by Partnership F3
holding HEI, HEI.A Common Stock 4,522 16 Oct 2024 As custodian for minor children
holding HEI, HEI.A Class A Common Stock 5,204 16 Oct 2024 As custodian for minor children
holding HEI, HEI.A Common Stock 112,313 16 Oct 2024 By 401(k) F4
holding HEI, HEI.A Class A Common Stock 107,015 16 Oct 2024 By 401(k) F4
holding HEI, HEI.A Class A Common Stock 9,366 16 Oct 2024 By 409A Plan F5
holding HEI, HEI.A Common Stock 5,576 16 Oct 2024 By 409A Plan F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HEI, HEI.A Option (Right to purchase Common Stock) Options Exercise $0 -97,656 -100% $0.000000 0 16 Oct 2024 Common Stock 97,656 $24.95 Direct F6
holding HEI, HEI.A Option (Right to purchase Common Stock) 195,313 16 Oct 2024 Common Stock 195,313 $44.96 Direct F6
holding HEI, HEI.A Option (Right to purchase Common Stock) 125,000 16 Oct 2024 Common Stock 125,000 $70.66 Direct F6
holding HEI, HEI.A Option (Right to purchase Common Stock) 125,000 16 Oct 2024 Common Stock 125,000 $134.70 Direct F6
holding HEI, HEI.A Option (Right to purchase Common Stock) 62,500 16 Oct 2024 Common Stock 62,500 $163.35 Direct F6
holding HEI, HEI.A Option (Right to purchase Common Stock) 62,500 16 Oct 2024 Common Stock 62,500 $163.61 Direct F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares gifted by the Reporting Person to trusts for the benefit of the Reporting Person's immediate family members and whose Trustee is the Reporting Person.
F2 Represents shares owned by Mendelson International Corporation whose stock is owned solely by the Reporting Person and Victor Mendelson, the brother of the Reporting Person.
F3 Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person.
F4 Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated October 16, 2024.
F5 Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan).
F6 These options are exercisable at 20% per year over five years from the date of grant.