HEICO Corp CFO Carlos L. Macau Exercises Options and Withholds Shares for Taxes
HEICO CORP
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Filing Summary
{
"title": "HEICO CORP (HEI) - Insider Transaction",
"description": "Carlos L. Macau (EVP-CFO & Treasurer) exercised options for 30,000 shares of Class A Common Stock at $38.3744 and surrendered 14,402 shares at $234.12 to cover exercise costs/taxes.",
"color": 3447003,
"fields": [
{
"name": "Insider",
"value": "Carlos L. Macau (EVP-CFO & Treasurer)",
"inline": true
},
{
"name": "Transaction Type",
"value": "Option Exercise (M) & Tax Withholding (F)",
"inline": true
},
{
"name": "Net Shares Acquired",
"value": "+15,598 Class A Common",
"inline": true
},
{
"name": "Ending Direct Ownership",
"value": "171,914 shares",
"inline": true
}
]
}
Comprehensive Analysis
Executive Summary
On October 26, 2026, Carlos L. Macau, Executive Vice President, Chief Financial Officer, and Treasurer of HEICO Corp ($HEI, $HEI.A), executed an option exercise involving 30,000 shares of Class A Common Stock at an exercise price of $38.3744 per share. Concurrently, 14,402 shares were withheld at a market price of $234.12 per share to cover the exercise price and associated tax obligations (Code F). The transaction resulted in a net increase of 15,598 directly held Class A Common shares.
Transaction Details
- Option Exercise (Code M): 30,000 shares of Class A Common Stock acquired at $38.3744 per share (total cost: $1,151,232.00).
- Tax/Cost Withholding (Code F): 14,402 shares surrendered at $234.12 per share (total value: $3,371,796.24).
- Net Share Change: Net addition of +15,598 directly held shares.
- Direct Ownership Post-Transaction: 171,914 shares of Class A Common Stock.
- Indirect Ownership: 2,000 Class A shares held by sons, 2,050 Common shares held via 401(k), and 2,074 Class A shares held via 401(k).
Significance & Market Context
The transaction carries Low trading significance as it represents standard compensation-related activity—an option exercise nearing expiration (March 17, 2027) with shares withheld to satisfy exercise costs and tax liabilities rather than open-market discretionary selling.
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Important Disclaimer
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