HEICO CAO receives 3,000 stock options
HEICO Chief Accounting Officer Bradley K. Rowen reported updated equity holdings, including a new performance-based stock option award.
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.
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Insider Trade Summary
Grant/Award: 3,000 shares
Grant/Award
6 txns
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 | $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) — 9,020 contracts for 6,020 underlying shares (Direct);
Common Stock — 984 shares (Indirect, By 401(k));
Class A Common Stock — 1,056 shares (Indirect, By 401(k))
Footnotes (3)
- F1. 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.
- F2. These options are exercisable at 20% per year over five years from the date of grant.
- F3. 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
New option grant: 3,000 options
New option exercise price: $203.05/share
New option expiration: March 14, 2035
+5 more
8 metrics
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
Key Terms
performance-based stock options, vesting, exercise price, Compensation Committee, +1 more
5 terms
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.
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 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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
