Laurans A. Mendelson - Mar 17, 2023 Form 4 Insider Report for HEICO CORP (HEI)

Role
COB and CEO, Director, 10%+ Owner
Signature
/s/ Laurans A. Mendelson
Stock symbol
HEI
Transactions as of
Mar 17, 2023
Transactions value $
$0
Form type
4
Date filed
3/21/2023, 03:08 PM
Previous filing
Jan 20, 2023
Next filing
Apr 27, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HEI Class A Common Stock Gift $0 -188 -4.11% $0.00 4.39K Feb 3, 2023 Owned by Charitable Foundation F5
holding HEI Common Stock 929K Mar 17, 2023 Direct
holding HEI Class A Common Stock 16.3K Mar 17, 2023 Direct
holding HEI Common Stock 1.72M Mar 17, 2023 Owned by Partnership F1
holding HEI Common Stock 1.31M Mar 17, 2023 Owned by Partnership F2
holding HEI Class A Common Stock 197K Mar 17, 2023 Owned by Corporation F3
holding HEI Common Stock 1.64K Mar 17, 2023 By 401(k) F4
holding HEI Class A Common Stock 1.94K Mar 17, 2023 By 401(k) F4
holding HEI Common Stock 88K Mar 17, 2023 Owned by Charitable Foundation 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 Common Stock Award $0 +50K $0.00 50K Mar 17, 2023 Common Stock 50K $163.35 Direct F6
holding HEI Option (Right to purchase Common Stock) 60K Mar 17, 2023 Common Stock 60K $91.13 Direct F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares owned by LAM Limited Partners, a partnership whose sole general partner is a corporation controlled by Arlene Mendelson, the wife of the Reporting Person.
F2 Represents shares owned by LAM Alpha Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person.
F3 Represents shares owned by Mendelson International Corporation, a corporation of which the Reporting Person is the Chairman of the Board. The Reporting Person disclaims beneficial ownership of securities held by Mendelson International Corporation.
F4 Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated March 17, 2023.
F5 Represents shares owned by the Laurans A. and Arlene H. Mendelson Charitable Foundation, Inc., a non-profit Charitable Corporation.
F6 These options become exercisable 20% per year over five years from the date of Grant.