HEICO Co-CEO gifts 3,285 Class A shares
HEICO CORP Co-Chairman and Co-CEO Victor H. Mendelson reported an update to his holdings, including a bona fide gift of 3,285 shares of Class A Common Stock.
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Form Type
4
Rhea-AI Filing Summary
HEICO CORP Co-Chairman and Co-CEO Victor H. Mendelson reported an update to his holdings, including a bona fide gift of 3,285 shares of Class A Common Stock. The gifted shares were transferred to trusts for the benefit of his immediate family members.
Following this gift, his direct holdings include 212,626 shares of Class A Common Stock and 1,274,308 shares of Common Stock. He also reports substantial indirect ownership through various trusts, retirement plans, a partnership, and a corporation associated with him.
Insider Trade Summary
3,285 shares gifted
Gift
15 txns
Insider
MENDELSON VICTOR H
Role
Co-COB and Co-CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock | 3,285 | $0.00 | $0.00 |
| holding | 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:
Class A Common Stock — 212,626 shares (Direct);
Common Stock — 1,274,308 shares (Direct);
Class A Common Stock — 189,030 shares (Indirect, Owned by Corporation);
Common Stock — 172,515 shares (Indirect, Owned by Partnership);
Common Stock — 4,762 shares (Indirect, As custodian for children);
Class A Common Stock — 19,136 shares (Indirect, As custodian for children);
Common Stock — 93,198 shares (Indirect, By 401(k));
Class A Common Stock — 88,439 shares (Indirect, By 401(k));
Common Stock — 921 shares (Indirect, By Keogh Account);
Class A Common Stock — 16,133 shares (Indirect, By Keogh Account);
Common Stock — 599,671 shares (Indirect, By Trusts);
Class A Common Stock — 145,664 shares (Indirect, By Trusts);
Common Stock — 4,072 shares (Indirect, By 409A Plan)
Footnotes (6)
- 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 June 29, 2026.
- 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).
Key Figures
Gifted Class A shares: 3,285 shares
Direct Class A holdings after gift: 212,626 shares
Direct Common Stock holdings: 1,274,308 shares
+5 more
8 metrics
Gifted Class A shares
3,285 shares
Bona fide gift of Class A Common Stock on June 29, 2026
Direct Class A holdings after gift
212,626 shares
Class A Common Stock directly held following transaction
Direct Common Stock holdings
1,274,308 shares
Common Stock directly held as of June 29, 2026
Common Stock by trusts
570,852 shares
Indirect Common Stock ownership through trusts
Class A by corporation
189,030 shares
Indirect Class A Common Stock owned by Mendelson International Corporation
Common Stock by partnership
172,515 shares
Indirect Common Stock owned by VHM Management Limited Partners
Class A in 401(k)
88,439 shares
Indirect Class A Common Stock held in HEICO Corporation 401(k)
Common Stock in 401(k)
93,198 shares
Indirect Common Stock held in HEICO Corporation 401(k)
Key Terms
bona fide gift, 409A Plan, 401(k), Revocable Investment Trust, +1 more
5 terms
bona fide gift financial
"transaction_code_description: Bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
409A Plan financial
"Represents shares held for the reporting person by the HEICO Corporation Leadership Compensation Plan (409A Plan)."
401(k) financial
"Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated June 29, 2026."
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
Revocable Investment Trust financial
"Represents shares owned by the Victor H. Mendelson Revocable Investment Trust which is owned solely by the Reporting Person."
Leadership Compensation Plan financial
"Represents shares held for the reporting person by the HEICO Corporation Leadership Compensation Plan (409A Plan)."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider activity did HEICO (HEI) report for Victor H. Mendelson?
Victor H. Mendelson reported a bona fide gift of 3,285 Class A shares. The filing also updates his direct and indirect holdings across trusts, retirement plans, a partnership, and a corporation associated with him.
Was the HEICO (HEI) insider transaction a market sale or a gift?
The reported insider transaction was a bona fide gift, not a market sale. Victor H. Mendelson gifted 3,285 Class A shares to family trusts, with no cash proceeds reported and a price per share of 0.0000.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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