HEICO insider activity: 80,000-option exercise and 37,930-share disposition
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
HEICO (HEI) filed a Form 4 for Victor H. Mendelson (Co‑COB and Co‑CEO) detailing transactions dated 10/31/2025. He exercised options for 80,000 shares of Common Stock at $44.9638 (code M) and then disposed of 37,930 shares at $317.77 (code F).
After these transactions, he directly owns 1,277,020 shares of Common Stock. The filing also lists various indirect holdings through a corporation, partnership, trusts, retirement plans, and custodial accounts. Option awards are described as becoming exercisable 20% per year over five years from the grant date.
Positive
- None.
Negative
- None.
Insider Trade Summary
80,000 shares exercised/converted
Mixed
21 txns
Insider
MENDELSON VICTOR H
Role
Co-COB and Co-CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Option (Right to purchase Common Stock) | 80,000 | $0.00 | -- |
| Exercise | Common Stock | 80,000 | $44.9638 | $3.60M |
| Tax Withholding | Common Stock | 37,930 | $317.77 | $12.05M |
| holding | Option (Right to purchase Common Stock) | -- | -- | -- |
| holding | Option (Right to purchase Common Stock) | -- | -- | -- |
| holding | Option (Right to purchase Common Stock) | -- | -- | -- |
| holding | Option (Right to purchase Common Stock) | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Option (Right to purchase Common Stock) — 115,313 shares (Direct);
Common Stock — 1,314,950 shares (Direct);
Class A Common Stock — 218,571 shares (Direct);
Class A Common Stock — 191,440 shares (Indirect, Owned by Corporation);
Common Stock — 172,515 shares (Indirect, Owned by Partnership)
Footnotes (1)
- 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. Represents shares owned by VHM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person. Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated October 31, 2025. 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. Represents shares owned by the Victor H. Mendelson Revocable Investment Trust which is owned solely by the Reporting Person. Represents shares held for the reporting person by the HEICO Corporation Leadership Compensation Plan (409A Plan). These options become exercisable 20% per year over five years from the date of Grant.
FAQ
What insider transaction did HEICO (HEI) report for 10/31/2025?
Victor H. Mendelson exercised 80,000 Common Stock options at $44.9638 (code M) and disposed of 37,930 shares at $317.77 (code F).
What do the transaction codes M and F mean in this HEICO Form 4?
Code M indicates an option exercise; code F indicates a disposition to satisfy tax withholding.
Does the filing show indirect HEICO holdings for Victor H. Mendelson?
Yes. It lists indirect holdings via a corporation, partnership, trusts, 401(k), Keogh, 409A plan, and custodial accounts.
What option vesting schedule is disclosed?
The filing states options become exercisable 20% per year over five years from the grant date.
Are additional option grants and expirations disclosed?
Yes. The table lists multiple option grants with exercise prices and expirations, including an entry expiring on 03/17/2027.