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

Role
Co-President, Director
Signature
/s/ Victor H. Mendelson
Stock symbol
HEI, HEI.A
Transactions as of
Oct 16, 2024
Transactions value $
-$9,080,558
Form type
4
Date filed
10/17/2024, 05:29 PM
Previous filing
Jul 1, 2024
Next filing
Oct 21, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HEI, HEI.A Common Stock Options Exercise $2.44M +97.7K +8.28% $24.95 1.28M Oct 16, 2024 Direct
transaction HEI, HEI.A Common Stock Tax liability -$11.5M -43.4K -3.4% $265.15 1.23M Oct 16, 2024 Direct
holding HEI, HEI.A Class A Common Stock 226K Oct 16, 2024 Direct
holding HEI, HEI.A Class A Common Stock 191K Oct 16, 2024 Owned by Corporation F1
holding HEI, HEI.A Common Stock 173K Oct 16, 2024 Owned by Partnership F2
holding HEI, HEI.A Common Stock 4.76K Oct 16, 2024 As custodian for children
holding HEI, HEI.A Class A Common Stock 19.1K Oct 16, 2024 As custodian for children
holding HEI, HEI.A Common Stock 93K Oct 16, 2024 By 401(k) F3
holding HEI, HEI.A Class A Common Stock 88.2K Oct 16, 2024 By 401(k) F3
holding HEI, HEI.A Common Stock 921 Oct 16, 2024 By Keogh Account
holding HEI, HEI.A Class A Common Stock 16.1K Oct 16, 2024 By Keogh Account
holding HEI, HEI.A Common Stock 568K Oct 16, 2024 By Trusts F4
holding HEI, HEI.A Class A Common Stock 137K Oct 16, 2024 By Trusts F4
holding HEI, HEI.A Common Stock 28.8K Oct 16, 2024 By Trusts F5
holding HEI, HEI.A Class A Common Stock 8.47K Oct 16, 2024 By Trusts F5
holding HEI, HEI.A Common Stock 4.07K Oct 16, 2024 By 409A Plan F6

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 -97.7K -100% $0.00 0 Oct 16, 2024 Common Stock 97.7K $24.95 Direct F7
holding HEI, HEI.A Option (Right to purchase Common Stock) 195K Oct 16, 2024 Common Stock 195K $44.96 Direct F7
holding HEI, HEI.A Option (Right to purchase Common Stock) 125K Oct 16, 2024 Common Stock 125K $70.66 Direct F7
holding HEI, HEI.A Option (Right to purchase Common Stock) 125K Oct 16, 2024 Common Stock 125K $134.70 Direct F7
holding HEI, HEI.A Option (Right to purchase Common Stock) 62.5K Oct 16, 2024 Common Stock 62.5K $163.35 Direct F7
holding HEI, HEI.A Option (Right to purchase Common Stock) 62.5K Oct 16, 2024 Common Stock 62.5K $163.61 Direct F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares owned by Mendelson International Corporation whose stock is owned solely by the Reporting Person and Eric Mendelson, the brother of the Reporting Person.
F2 Represents shares owned by VHM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person.
F3 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.
F4 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.
F5 Represents shares owned by the Victor H. Mendelson Revocable Investment Trust which is owned solely by the Reporting Person.
F6 Represents shares held for the reporting person by the HEICO Corporation Leadership Compensation Plan (409A Plan).
F7 These options are exercisable at 20% per year over five years from the date of grant.