Eric A. Mendelson - 10 Jan 2023 Form 4 Insider Report for HEICO CORP (HEI)

Reporting relationship: Co-President, Director
Issuer ticker: HEI
Reported as of: 10 Jan 2023
Net transaction value: +$217,221
SEC form: 4
Accepted by SEC: 11 Jan 2023, 15:29:15 UTC
Prior SEC filing: 28 Nov 2022
Next SEC filing: 01 Feb 2023
Source filing: View source filing
Reporting owner signature: /s/ Eric A. Mendelson

Key filing fact

Eric A. Mendelson filed Form 4 for HEICO CORP (HEI) on 11 Jan 2023.

Key facts

This page summarizes Eric A. Mendelson's Form 4 filing for HEICO CORP (HEI).
3 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 11 Jan 2023, 15:29.

Change

Previous filing in this sequence was filed on 28 Nov 2022.
Current net transaction value: +$217,221.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HEI transaction

Common Stock

Gift

Transaction value: $0
Shares: -1,242
Change %: -0.11%
Price: $0.000000
Shares after: 1,120,478
Date: 22 Dec 2022
Ownership: Direct

HEI transaction

Common Stock

Gift

Transaction value: $0
Shares: +1,242
Change %: +0.29%
Price: $0.000000
Shares after: 427,326
Date: 22 Dec 2022
Ownership: By Trusts
Footnotes: F1

HEI transaction

Common Stock

Purchase

Transaction value: $217,221
Shares: +1,383
Change %: +34%
Price: $157.07
Shares after: 5,456
Date: 10 Jan 2023
Ownership: By 409A Plan
Footnotes: F5

HEI holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 248,892
Date: 10 Jan 2023
Ownership: Direct

HEI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 15,227
Date: 10 Jan 2023
Ownership: By Keogh Account

HEI holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 10,078
Date: 10 Jan 2023
Ownership: By Keogh Account

HEI holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 196,470
Date: 10 Jan 2023
Ownership: Owned by Corporation
Footnotes: F2

HEI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 392,718
Date: 10 Jan 2023
Ownership: Owned by Partnership
Footnotes: F3

HEI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 4,522
Date: 10 Jan 2023
Ownership: As custodian for minor children

HEI holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 5,204
Date: 10 Jan 2023
Ownership: As custodian for minor children

HEI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 111,958
Date: 10 Jan 2023
Ownership: By 401(k)
Footnotes: F4

HEI holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 106,608
Date: 10 Jan 2023
Ownership: By 401(k)
Footnotes: F4

HEI holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 9,366
Date: 10 Jan 2023
Ownership: By 409A Plan
Footnotes: F5

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote 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.

Footnote 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.

Footnote F3

Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person.

Footnote F4

Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated January 10, 2023.

Footnote F5

Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan).

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