HEICO co-CEO Eric A. Mendelson exercises 58,000 options
Reported indirect holdings span family trusts, a corporation, a partnership, retirement plans and custodial accounts, alongside additional option positions.
Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
HEICO Corp. Co-COB and Co-CEO Eric A. Mendelson exercised options covering 58,000 common shares on October 26, 2026, at an exercise price of $44.9638 per share, acquiring 58,000 common shares. A separate transaction lists 27,640 shares delivered or withheld for payment of exercise price or tax liability. Reported holdings include 151,239 Class A shares held directly, 427,326 common shares held in trusts for immediate family members, 189,030 Class A shares owned by Mendelson International Corporation, and 392,718 common shares held by EAM Management Limited Partners.
Insider Trade Summary
58,000 shares exercised/converted
Exercise
20 txns
Insider
MENDELSON ERIC A
Role
Co-COB and Co-CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Option (Right to purchase Common Stock) F7 | 58,000 | $0.00 | $0.00 |
| Exercise | Common Stock | 58,000 | $44.9638 | $2.61M |
| Exercise Price or Tax Liability | Common Stock | 27,640 | $309.71 | $8.56M |
| holding | Option (Right to purchase Common Stock) F7 | -- | -- | -- |
| holding | Option (Right to purchase Common Stock) F7 | -- | -- | -- |
| holding | Option (Right to purchase Common Stock) F7 | -- | -- | -- |
| holding | Option (Right to purchase Common Stock) F7 | -- | -- | -- |
| holding | Option (Right to purchase Common Stock) F8 | -- | -- | -- |
| holding | Class A Common Stock F1 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Class A Common Stock F3 | -- | -- | -- |
| holding | Common Stock F4 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock F5 | -- | -- | -- |
| holding | Class A Common Stock F5 | -- | -- | -- |
| holding | Common Stock F6 | -- | -- | -- |
| holding | Class A Common Stock F6 | -- | -- | -- |
Holdings After Transaction:
Option (Right to purchase Common Stock) — 442,313 contracts for 385,000 underlying shares (Direct);
Common Stock — 1,296,767 shares (Direct);
Class A Common Stock — 151,239 shares (Direct);
Common Stock — 15,227 shares (Indirect, By Keogh Account);
Class A Common Stock — 10,078 shares (Indirect, By Keogh Account);
Common Stock — 427,326 shares (Indirect, By Trusts);
Class A Common Stock — 189,030 shares (Indirect, Owned by Corporation);
Common Stock — 392,718 shares (Indirect, Owned by Partnership);
Common Stock — 4,522 shares (Indirect, As custodian for children);
Class A Common Stock — 5,204 shares (Indirect, As custodian for children);
Common Stock — 112,558 shares (Indirect, By 401(k));
Class A Common Stock — 107,303 shares (Indirect, By 401(k));
Common Stock — 6,302 shares (Indirect, By 409A Plan);
Class A Common Stock — 7,694 shares (Indirect, By 409A Plan)
Footnotes (8)
- F1. Includes 2,348 shares previously held by the 409A Plan which were distributed to the reporting person and are now owned directly.
- F2. 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.
- F3. 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.
- F4. Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person.
- F5. Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) plan, based on a plan statement dated October 27, 2026.
- F6. Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan).
- F7. These options are exercisable at 20% per year over five years from the date of grant.
- F8. Represents the vesting of the first tranche (20%) of performance-based stock options originally granted on March 14, 2025. Vesting occurred upon certification by the Compensation Committee on May 27, 2026 that the applicable performance conditions for the first measurement interval were achieved.
Key Figures
Options exercised: 58,000 options
Exercise price: $44.9638 per share
Common shares acquired: 58,000 shares
+5 more
8 metrics
Options exercised
58,000 options
Exercise reported October 26, 2026
Exercise price
$44.9638 per share
Options exercised October 26, 2026
Common shares acquired
58,000 shares
Acquired on exercise October 26, 2026
Shares delivered or withheld
27,640 shares
For payment of exercise price or tax liability on October 26, 2026
Direct Class A holdings
151,239 shares
Reported October 26, 2026
Common shares held in trusts
427,326 shares
Trusts for immediate family members; reported October 26, 2026
Class A shares owned by Mendelson International Corporation
189,030 shares
Reported October 26, 2026
Common shares held by EAM Management Limited Partners
392,718 shares
Reported October 26, 2026
Key Terms
exercise price, performance-based stock options, vesting, 409A Plan
4 terms
exercise price financial
"at an exercise price of $44.9638"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
performance-based stock options technical
"first tranche (20%) of performance-based stock options"
vesting technical
"vesting of the first tranche (20%)"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
409A Plan financial
"HEICO Leadership Compensation Plan (409A Plan)"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What other option positions does HEICO (HEI) Co-CEO Eric A. Mendelson have listed?
The listed positions cover 125,000 shares at $70.6560, expiring March 16, 2028; 125,000 at $134.7000, expiring September 24, 2031; 62,500 at $163.3500, expiring March 17, 2033; 62,500 at $163.6100, expiring June 9, 2033; and 10,000 at $256.0100, expiring March 14, 2035.
AI-generated analysis. How Rhea-AI works. Not financial advice.
