STOCK TITAN

HEICO (NYSE: HEI) CAO granted 3,000 Class A performance stock options

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HEICO Chief Accounting Officer Bradley K. Rowen reported updated equity holdings, including a new performance-based stock option award. He received options to purchase 3,000 shares of Class A Common Stock at an exercise price of $203.05 per share, expiring on March 14, 2035.

According to the disclosure, these options vest 20% per year over five years, and the first 20% tranche vested after the Compensation Committee certified on May 27, 2026 that the initial performance goals were achieved. Rowen also holds 1,056 Class A Common shares and 984 Common shares through HEICO’s 401(k) plan, plus previously granted options over 3,500, 1,920 and 600 Class A shares at exercise prices of $130.71, $121.39 and $97.00, respectively.

Positive

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Insider Rowen Bradley K
Role Chief Accounting Officer
Type Security Shares Price Value
Grant/Award Option (Right to purchase Class A Common Stock) 3,000 $0.00 --
holding Option (Right to purchase Class A Common Stock) -- -- --
holding Option (Right to purchase Class A Common Stock) -- -- --
holding Option (Right to purchase Class A Common Stock) -- -- --
holding Common Stock -- -- --
holding Class A Common Stock -- -- --
Holdings After Transaction: Option (Right to purchase Class A Common Stock) — 3,000 shares (Direct, null); Common Stock — 984 shares (Indirect, By 401(k)); Class A Common Stock — 1,056 shares (Indirect, By 401(k))
Footnotes (1)
  1. Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated May 26, 2026. These options are exercisable at 20% per year over five years from the date of grant. 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.
New option grant 3,000 options Class A Common Stock, grant/award on May 27, 2026
New option exercise price $203.05/share Performance-based options on Class A Common Stock
New option expiration March 14, 2035 Expiration date of 3,000-share option grant
Existing option position 3,500 underlying shares Options at $130.71/share expiring June 9, 2033
Existing option position 1,920 underlying shares Options at $121.39/share expiring December 17, 2031
Existing option position 600 underlying shares Options at $97.00/share expiring December 13, 2029
401(k) Class A holdings 1,056 shares Class A Common Stock held via HEICO 401(k) as of May 26, 2026
401(k) Common holdings 984 shares Common Stock held via HEICO 401(k) as of May 26, 2026
performance-based stock options financial
"Represents the vesting of the first tranche (20%) of performance-based stock options originally granted on March 14, 2025."
vesting financial
"Vesting occurred upon certification by the Compensation Committee on May 27, 2026 that the applicable performance conditions for the first measurement interval were achieved."
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.
exercise price financial
"Option (Right to purchase Class A Common Stock) ... conversion_or_exercise_price: "203.0500"."
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.
Compensation Committee financial
"Vesting occurred upon certification by the Compensation Committee on May 27, 2026 that the applicable performance conditions were achieved."
A compensation committee is a group within a company's leadership responsible for setting and reviewing how much top executives and employees are paid, including salaries, bonuses, and benefits. It matters to investors because fair and effective pay decisions can influence a company's performance, leadership motivation, and overall governance, helping ensure that the company’s management is aligned with shareholders’ interests.
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 May 26, 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.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Rowen Bradley K

(Last)(First)(Middle)
3000 TAFT STREET

(Street)
HOLLYWOOD FLORIDA 33021

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
HEICO CORP [ HEI, HEI.A ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Accounting Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/27/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock984IBy 401(k)(1)
Class A Common Stock1,056IBy 401(k)(1)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Option (Right to purchase Class A Common Stock)$97 (2)12/13/2029Class A Common Stock600600D
Option (Right to purchase Class A Common Stock)$121.39 (2)12/17/2031Class A Common Stock1,9201,920D
Option (Right to purchase Class A Common Stock)$130.71 (2)06/09/2033Class A Common Stock3,5003,500D
Option (Right to purchase Class A Common Stock)$203.0505/27/2026A3,00005/27/2026(3)03/14/2035Class A Common Stock3,000$03,000D
Explanation of Responses:
1. Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k) based on a plan statement dated May 26, 2026.
2. These options are exercisable at 20% per year over five years from the date of grant.
3. 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.
Remarks:
/s/ Bradley K. Rowen05/29/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did HEICO (HEI) disclose about Bradley K. Rowen’s new stock options?

HEICO disclosed that Chief Accounting Officer Bradley K. Rowen received options on 3,000 shares of Class A Common Stock at a $203.05 exercise price, expiring March 14, 2035. The award is performance-based and vests over five years, subject to Compensation Committee certification of results.

How do Bradley K. Rowen’s new HEICO options vest over time?

Rowen’s new HEICO performance-based stock options vest 20% per year over five years from the grant date. The filing notes the first 20% tranche vested after the Compensation Committee certified on May 27, 2026 that the required performance conditions for the initial measurement period were achieved.

What HEICO shares does Bradley K. Rowen hold through the 401(k) plan?

Rowen holds 1,056 shares of HEICO Class A Common Stock and 984 shares of Common Stock through the HEICO Corporation 401(k) plan. These positions are based on a plan statement dated May 26, 2026 and are reported as indirect ownership held for his benefit in the retirement plan.

What other HEICO stock options does Bradley K. Rowen have outstanding?

Rowen has existing options on 3,500 Class A shares at a $130.71 exercise price expiring June 9, 2033, 1,920 Class A shares at $121.39 expiring December 17, 2031, and 600 Class A shares at $97.00 expiring December 13, 2029. These options remain outstanding after the reported transactions.

What triggered the vesting of Bradley K. Rowen’s first performance-based HEICO option tranche?

The first 20% tranche of Rowen’s performance-based HEICO stock options vested when the Compensation Committee certified on May 27, 2026 that the performance conditions for the first measurement interval were achieved. This certification confirmed that the award’s initial performance targets had been met for vesting.