HEICO director gifts 125 Class A shares
HEICO CORP (HEI) director Alan Schriesheim reported a bona fide gift of 125 shares of Class A Common Stock on 2026-09-01, leaving him with 407 Class A shares held directly.
Rhea-AI Filing Summary
HEICO CORP (HEI) director Alan Schriesheim reported a bona fide gift of 125 shares of Class A Common Stock on 2026-09-01, leaving him with 407 Class A shares held directly. He also reports direct ownership of 122,197 Common shares. Indirectly, he holds 11,333 Common and 6,416 Class A shares through the HEICO Corporation Leadership Compensation Plan (409A Plan), and 10,488 Class A shares held by the estate of his deceased spouse.
Positive
- None.
Negative
- None.
Insider Trade Summary
125 shares gifted
Gift
5 txns
Insider
SCHRIESHEIM ALAN
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock | 125 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F1 | -- | -- | -- |
| holding | Class A Common Stock F1 | -- | -- | -- |
| holding | Class A Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 407 shares (Direct);
Common Stock — 122,197 shares (Direct);
Common Stock — 11,333 shares (Indirect, By 409A Plan);
Class A Common Stock — 6,416 shares (Indirect, By 409A Plan);
Class A Common Stock — 10,488 shares (Indirect, By Estate)
Footnotes (2)
- F1. Represents shares held for the Reporting Person by the HEICO Corporation Leadership Compensation Plan (409A Plan).
- F2. Represents shares held by the estate of deceased spouse.
Key Figures
Class A shares gifted: 125 shares
Direct Class A holdings after transaction: 407 shares
Direct Common Stock holdings: 122,197 shares
+3 more
6 metrics
Class A shares gifted
125 shares
Bona fide gift on 2026-09-01
Direct Class A holdings after transaction
407 shares
Class A Common Stock held directly following gift
Direct Common Stock holdings
122,197 shares
Common Stock held directly
Common Stock via 409A Plan
11,333 shares
Indirect ownership through HEICO Corporation Leadership Compensation Plan (409A Plan)
Class A via 409A Plan
6,416 shares
Indirect ownership through 409A Plan
Class A via estate
10,488 shares
Indirect ownership by estate of deceased spouse
Key Terms
bona fide gift, 409A Plan, indirect ownership, estate of deceased spouse
4 terms
bona fide gift financial
"transaction code G with 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)."
indirect ownership financial
"ownership_type":"indirect","ownership_code":"I""
estate of deceased spouse financial
"Represents shares held by the estate of deceased spouse."
FAQ
What insider transaction did HEI director Alan Schriesheim report?
Alan Schriesheim reported a bona fide gift of 125 shares of HEICO Class A Common Stock on 2026-09-01, a disposition with no sale proceeds reported.
What is Alan Schriesheim’s direct Common Stock holding in HEICO (HEI)?
Alan Schriesheim reports direct ownership of 122,197 shares of HEICO Common Stock as of the Form 4 date.
AI-generated analysis. How Rhea-AI works. Not financial advice.
