HEICO director sells 676 Class A shares at $223
HEICO CORP director Julie Neitzel reported an open-market sale of 676 shares of Class A Common Stock at $223.0007 per share on April 15, 2026, leaving her with no directly held Class A shares.
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Form Type
4
Rhea-AI Filing Summary
HEICO CORP director Julie Neitzel reported an open-market sale of 676 shares of Class A Common Stock at $223.0007 per share on April 15, 2026, leaving her with no directly held Class A shares. She continues to hold 418 shares of Common Stock directly and additional Common Stock and Class A shares indirectly through an IRA and the HEICO Corporation Leadership Compensation Plan (409A Plan). Separate Class A shares are held by her son, for which she disclaims beneficial ownership.
Insider Trade Summary
Net Seller: 676 shares
Net Sell
7 txns
Insider
Neitzel Julie
Role
Director
Sold
676 shs ($151K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Class A Common Stock | 676 | $223.0007 | $151K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 0 shares (Direct);
Common Stock — 418 shares (Direct);
Common Stock — 2,400 shares (Indirect, By IRA);
Class A Common Stock — 1,507 shares (Indirect, By IRA);
Class A Common Stock — 325 shares (Indirect, By Son);
Class A Common Stock — 9,460 shares (Indirect, By 409A Plan);
Common Stock — 2,263 shares (Indirect, By 409A Plan)
Footnotes (2)
- F1. Represents shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership.
- F2. Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan).
Key Figures
Class A shares sold: 676 shares
Sale price per share: $223.0007 per share
Direct Class A holdings after sale: 0 shares
+4 more
7 metrics
Class A shares sold
676 shares
Open-market sale on April 15, 2026
Sale price per share
$223.0007 per share
Class A Common Stock transaction
Direct Class A holdings after sale
0 shares
Class A Common Stock following transaction
Direct Common Stock holdings
418 shares
Common Stock directly owned after transactions
Indirect Common Stock via IRA
2,400 shares
Common Stock held indirectly by IRA
Indirect Class A via 409A Plan
9,460 shares
Class A Common Stock held by HEICO 409A Plan
Indirect Common via 409A Plan
2,263 shares
Common Stock held by HEICO 409A Plan
Key Terms
open-market sale, Class A Common Stock, 409A Plan, beneficial ownership, +1 more
5 terms
open-market sale financial
"reported an open-market sale of 676 shares of Class A Common Stock"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
Class A Common Stock financial
"open-market sale of 676 shares of Class A Common Stock at $223.0007 per share"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
409A Plan financial
"held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan)"
beneficial ownership financial
"shares held by the Reporting Person's son, for which the Reporting Person disclaims beneficial ownership"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
indirect ownership financial
"additional Common Stock and Class A shares indirectly through an IRA and the HEICO Corporation Leadership Compensation Plan"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did HEICO (HEI) director Julie Neitzel report in this Form 4 filing?
Julie Neitzel reported an open-market sale of 676 shares of HEICO Class A Common Stock at $223.0007 per share. After this transaction, she no longer holds Class A shares directly but continues to hold Common Stock directly and indirectly through various accounts and plans.
What indirect HEICO holdings are reported for Julie Neitzel in this filing?
The filing shows indirect ownership of HEICO Common and Class A shares through an IRA and the HEICO Corporation Leadership Compensation Plan (409A Plan). These positions reflect long-term compensation and retirement-related arrangements rather than open-market purchases disclosed in the sale transaction.
Does this HEICO Form 4 show any option exercises or derivative transactions?
No, the summarized data show only an open-market sale of Class A Common Stock and several holding entries. The derivative summary is empty, indicating no reported option exercises, conversions, or other derivative-related transactions in this particular Form 4 filing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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