MENDELSON VICTOR H 4
Research Summary
AI-generated summary
HEICO (HEI) 10% Owner Victor H. Mendelson Gifts 3,285 Shares
What Happened
Victor H. Mendelson, a 10% owner of HEICO Corporation (HEI / HEI.A), reported gifting 3,285 HEI shares on June 29, 2026. The Form 4 lists this as a gift (transaction code G) with a reported price of $0.00 and total value $0 for the filing. This is a transfer by gift rather than a sale or purchase and does not represent a market purchase signal.
Key Details
- Transaction date: 2026-06-29 (reported on Form 4 filed 2026-07-01, Accession 0001031082-26-000005).
- Transaction type and code: Gift (G).
- Shares transferred: 3,285 shares; reported price/value: $0.00 / $0.
- Shares owned after transaction: Not specified in the provided excerpt of the filing.
- Footnotes on ownership: F1–F6 indicate holdings across entities/vehicles including Mendelson International Corporation (F1), VHM Management LP (F2), HEICO 401(k) (F3), trusts for immediate family where the Reporting Person is Trustee (F4), Victor H. Mendelson Revocable Investment Trust (F5), and the HEICO Leadership Compensation Plan (409A) (F6).
- Filing timeliness: Form 4 was filed July 1, 2026; this appears to be timely (within the standard two business-day window).
Context
Gifts are transfers of ownership and generally do not signal the donor’s view of the company’s stock price. As a reported 10% owner (an ownership threshold with disclosure requirements), Mendelson’s transfers may reflect estate, tax, or family planning rather than trading decisions. No option exercises, sales for cash, or 10b5-1 plans are indicated in this transaction.