Company insider dossier

HEICO Corporation insider intelligence

HEI-A filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

59/100

Accumulation bias

71/100 confidence
Exchange
NYSE
Sector
Industrials
Industry
Aerospace & Defense
Latest evidence
29 Jun 2026

Investment committee read

Accumulation bias

Priced common-share acquisitions carry more weighted evidence than disposals after freshness, role, size, and duplicate controls.

Watch for market confirmation

Evidence in favour

  • 3 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 6 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
  • The latest qualifying filing is more than 30 days old.
Conviction59Accumulation bias
Confidence71Well supported
Named insiders6participating in the tape
Controlled events8directional common-share events
Acquisition value$396.6Knormalized amount
Disposal value$978.8Knormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

274.99251.87228.75205.63182.51 Disposal · 29 Jun 2026 · Not reportedDisposal · 10 Jun 2026 · $320.4KDisposal · 1 Jun 2026 · Not reportedDisposal · 29 May 2026 · $227.1KDisposal · 29 May 2026 · $198.5KAcquisition · 29 May 2026 · $183.0KAcquisition · 29 May 2026 · $155.4KDisposal · 29 May 2026 · $82.1KAcquisition · 29 May 2026 · $58.2KDisposal · 15 Apr 2026 · $150.7K
Feb 2025Aug 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
274.99 USD
One-week move
+3.3%
Four-week move
+10.0%
Fair-value gap
+35.8%
Trend signal
Active
Relative strength
0.3

Directional balance

Controlled event mix

37.5%acquisition
Acquisition events
3
Disposal events
5
Net value
-$582.2K

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

101 Jun
108 Jun
015 Jun
022 Jun
129 Jun
006 Jul
013 Jul
020 Jul
027 Jul
003 Aug
010 Aug
017 Aug

Named participants

Insider conviction by person

ROWEN, BRADLEY KChief Accounting Officer617 events
MENDELSON, VICTOR HDirector, Co-COB and Co-CEO, Member of 10% owner group500 events
MACAU, CARLOS LEVP-CFO & Treasurer500 events
MENDELSON, ERIC ADirector, Co-COB and Co-CEO, Member of 10% owner group500 events
SCHRIESHEIM, ALANDirector500 events
NEITZEL, JULIEDirector281 events

Evidence quality

Security and transaction context

Common equity10
Equity compensation0
Options and derivatives7
Other securities0

Role architecture

Who is participating

Other executive12
Large holder3
Director2

Transaction evidence

Auditable HEI-A filing ledger

Showing 1 to 17 of 17.

MENDELSON, VICTOR HDirector, Co-COB and Co-CEO, Member of 10% owner group
DisposalCommon equity
3285 sharesClass A Common Stock
Not reportedContext evidence
ROWEN, BRADLEY KChief Accounting Officer
DisposalCommon equity
1326 sharesClass A Common Stock
$320.4KDirectional evidence
SCHRIESHEIM, ALANDirector
DisposalCommon equity
140 sharesClass A Common Stock
Not reportedContext evidence
ROWEN, BRADLEY KChief Accounting Officer
DisposalOptions and derivatives
1280 sharesOption (Right to purchase Class A Common Stock)
Not reportedContext evidence
ROWEN, BRADLEY KChief Accounting Officer
DisposalOptions and derivatives
600 sharesOption (Right to purchase Class A Common Stock)
Not reportedContext evidence
ROWEN, BRADLEY KChief Accounting Officer
DisposalOptions and derivatives
1400 sharesOption (Right to purchase Class A Common Stock)
Not reportedContext evidence
ROWEN, BRADLEY KChief Accounting Officer
DisposalCommon equity
874 sharesClass A Common Stock
$227.1KDirectional evidence
ROWEN, BRADLEY KChief Accounting Officer
DisposalCommon equity
764 sharesClass A Common Stock
$198.5KDirectional evidence
ROWEN, BRADLEY KChief Accounting Officer
AcquisitionCommon equity
1400 sharesClass A Common Stock
$183.0KDirectional evidence
ROWEN, BRADLEY KChief Accounting Officer
AcquisitionCommon equity
1280 sharesClass A Common Stock
$155.4KDirectional evidence
ROWEN, BRADLEY KChief Accounting Officer
DisposalCommon equity
316 sharesClass A Common Stock
$82.1KDirectional evidence
ROWEN, BRADLEY KChief Accounting Officer
AcquisitionCommon equity
600 sharesClass A Common Stock
$58.2KDirectional evidence
MACAU, CARLOS LEVP-CFO & Treasurer
AcquisitionOptions and derivatives
5000 sharesOption (Right to purchase Common Stock)
Not reportedContext evidence
MENDELSON, ERIC ADirector, Co-COB and Co-CEO, Member of 10% owner group
AcquisitionOptions and derivatives
10000 sharesOption (Right to purchase Common Stock)
Not reportedContext evidence
MENDELSON, VICTOR HDirector, Co-COB and Co-CEO, Member of 10% owner group
AcquisitionOptions and derivatives
10000 sharesOption (Right to purchase Common Stock)
Not reportedContext evidence
ROWEN, BRADLEY KChief Accounting Officer
AcquisitionOptions and derivatives
3000 sharesOption (Right to purchase Class A Common Stock)
Not reportedContext evidence
NEITZEL, JULIEDirector
DisposalCommon equity
676 sharesClass A Common Stock
$150.7KDirectional evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context