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FLY · Firefly Aerospace Inc.
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FLY Firefly Aerospace (FLY) Insider Trading, Ownership & Congress Trades

Aerospace & Defense · Guided missiles & space vehicles & parts · CIK 0001860160
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
210
13F, latest reported quarter
Conversions, 180 days
4
Codes C/M, not in net · $147.9K priced

What the filings say about FLY

Insiders, 180 days
-$384.2M net sold
2 sellers · 0% of sales under a 10b5-1 plan

Firefly Aerospace insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Firefly Aerospace Inc. insiders sold a net $384.2M of stock across 10 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Glow NS Holdings, LLC
SELL
2026-06-03 SECtraded 2026-06-01
5,198,872
$249.5M
-55.9%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 15.7% of the 33,016,575 shares held after it.
  • 1 other insider sold within 30 days.
  • 210 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Glow NS Holdings, LLC sold about $249.5M of FLY on Jun 1, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 210 funds added in the latest 13F quarter.
Glow NS Holdings, LLC
SELL
2026-06-03 SECtraded 2026-06-01
2,801,128
$134.5M
-55.9%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 15.8% of the 17,688,857 shares held after it.
  • 1 other insider sold within 30 days.
  • 210 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Glow NS Holdings, LLC sold about $134.5M of FLY on Jun 1, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 210 funds added in the latest 13F quarter.
Wheeler David Leigh
General Counsel
SELL
2026-05-19 SECtraded 2026-05-18
3,765
$169.9K
-58.6%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Apr 17, 2026.
  • The trade is 2.6% of the 142,758 shares held after it.
  • 1 other insider sold within 30 days.
  • 210 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Wheeler David Leigh sold about $169.9K of FLY on May 18, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 210 funds added in the latest 13F quarter.
Wheeler David Leigh
General Counsel
SELL
2026-04-20 SECtraded 2026-04-17
3,766
$169.6K
-56.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 2.6% of the 142,758 shares held after it.
  • No other insider sold within 30 days.
  • 210 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Wheeler David Leigh sold about $169.6K of FLY on Apr 17, 2026, the largest insider sale at the company on our record; 210 funds added in the latest 13F quarter.
Lusczakoski Jonathan Donald
Director
BUY
2025-08-19 SECtraded 2025-08-06
2,222
$100.0K
-59.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 2,222 shares held after it.
  • 4 other insiders bought within 30 days.
  • 210 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Lusczakoski Jonathan Donald bought about $100.0K of FLY on Aug 6, 2025, the largest insider purchase at the company on our record; 4 other insiders bought within 30 days and 210 funds added in the latest 13F quarter.
10 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 5 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$384.2M over 180 days
-$384.0M of it by a 10%+ holder
below 97% of Aerospace & Defense
Congress
no House purchase disclosed in the last 12 months
Funds
210 funds bought in last quarter
more than 60% of Aerospace & Defense
Revenue
+163.0% year over year
more than 96% of Aerospace & Defense
Margin
-186.6% net margin
below 89% of Aerospace & Defense
Buybacks
no share repurchases reported
Short interest
11.2% of the float short (float per yahoo 2026-10-26) · 3.2 days to cover · settled 2026-09-30
more than 65% of Aerospace & Defense
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch FLY

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-30.5%12M
-38%+16%+70%+124%2025-102025-122026-022026-042026-062026-082026-10 2026-06-01 · Glow NS Holdings, LLC sold $249.5M2026-06-01 · Glow NS Holdings, LLC sold $134.5M2026-05-18 · Wheeler David Leigh sold $169.9K2026-04-17 · Wheeler David Leigh sold $169.6K
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns FLY: institutional holders (13F)

13F holdings, latest reported quarter
AE INDUSTRIAL PARTNERS, LP
34,530,582 sh
$1.0B
BlackRock, Inc.
5,903,830 sh
$173.6M
STATE STREET CORP
4,179,095 sh
$122.9M
VANGUARD PORTFOLIO MANAGEMENT LLC
3,591,198 sh
$105.6M
VANGUARD CAPITAL MANAGEMENT LLC
3,071,164 sh
$90.3M

Congress trades in FLY

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

FLY planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

FLY mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Global X Space Tech ETF
$4.3M position · as of 2026-05-31
5.8%
Tema Space Innovators ETF
$128.7M position · as of 2026-05-31
4.9%
VanEck Space ETF
$2.2M position · as of 2026-06-30
3.7%
Roundhill Space & Technology ETF
$2.2M position · as of 2026-06-30
2.9%
Firsthand Technology Opportunities Fund
$1.5M position · as of 2026-06-30
2.9%
State Street(R) SPDR(R) S&P Kensho Final Frontiers ETF
$6.7M position · as of 2026-06-30
2.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Government contracts
Award ceilings over the contract's life, subsidiaries included. Not annual revenue (USASpending.gov).
National Aeronautics And Space Administration
COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) · 2024-12-18
$117.2M
National Aeronautics And Space Administration
ENHAMCED LANDING AND MONILITY STUDY · 2021-02-04
$110.6M
National Aeronautics And Space Administration
COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) CONTRACT TASK ORDER CS-6. · 2025-07-29
$86.5M
National Aeronautics And Space Administration
FINALIZE THE MISSION DESIGN, EXECUTE LONG LEAD PROCUREMENTS TO SUPPORT THE AGGRESSIVE SCHEDULE, AND · 2026-06-30
$31.3M
National Aeronautics And Space Administration
VENTURE-CLASS ACQUISITION OF DEDICATED AND RIDESHARE (VADR) UMBRELLA TASK ORDER · 2023-03-29
$31.3M
National Aeronautics And Space Administration
VENTURE CLASS LAUNCH SERVICE DEMONSTRATION 2 (VCLS DEMO 2) CONTRACT · 2021-01-04
$8.0M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $384.2M sold by insiders over 180 days, 210 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
TDGKTOSJOBYRKLBNOCACHRNNAIRRDWAVAVLUNRGRMN

FLY financials

Revenue growth
+163.0%
XBRL, annual
Net margin
-186.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$287.0M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-126.6%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$326.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.12x
long-term 2025-06-30 (12 months older than the period end) plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
-1.84x
TTM operating cash flow over long-term 2025-06-30 (12 months older than the period end) plus current 2026-06-30
Return on equity
-238.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-34.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-40.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$2.7B
market value at close 2026-10-23 on 2026-08-06 shares, plus long-term 2025-06-30 (12 months older than the period end) plus current 2026-06-30, minus cash 2026-06-30
FCF yield
-10.7%
TTM free cash flow over market value at close 2026-10-23
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-12
Revenue$159.9M$60.8M$55.2M
Gross profit$30.7M-$11.4M$26.6M
Operating income-$260.7M-$209.5M-$131.9M
Net income-$298.3M-$231.1M-$135.5M
EPS (diluted)-4.83-20.74-13.05
Operating cash flow-$204.9M-$157.7M-$93.4M
Cash$793.0M$123.4M$81.9M
Long-term debtn/a$113.0Mn/a
SEC XBRL, fiscal years, as known on 2026-10-27

FLY Stock Sonar score 6/7 axes

Find similar shapesCompare

FLY ranks highest on growth (72nd percentile) and risk and compliance (66th), and lowest on insider conviction (1st), among Aerospace & Defense peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
19
Inputs
  • Return on equity-238.4% · 5 pct, sector of 41
  • Return on assets-34.5% · 28 pct, sector of 48
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-40.7% · 23 pct, sector of 40
Financial health
38
Inputs
  • Debt to equity0.12x · 54 pct, sector of 42
  • Cash flow to debt-1.84x · 22 pct, sector of 38
Growth
72
Inputs
  • Revenue growth, YoY+163.0% · 96 pct, sector of 51
  • Backlog growth, YoY+3.9% · 49 pct, universe of 854
Insider conviction
0
Inputs
  • Net Form 4 buying (codes P and S), 180d-$384.2M · 0 pct, sector of 41
  • Insider buyers, 180d0 · 0 pct, sector of 41
Institutional and government
51
Inputs
  • Funds adding, latest quarter210 · 60 pct, sector of 53
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180d$31.3M · 49 pct, universe of 69
  • Lobbying spend, 4 quarters$300K · 46 pct, universe of 1,063
Risk and compliance
66
Inputs
  • Short interest, % of float+11.2% · 32 pct, sector of 61
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 38
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

FLY filings, in plain words

Are Firefly Aerospace insiders buying or selling FLY?

In the 180 days to 2026-10-27, Firefly Aerospace insiders were net sellers, a net $384.2M across purchases and sales reported on Form 4, by 2 sellers.

Read the full summary

In the 180 days to 2026-10-27, Firefly Aerospace insiders were net sellers of FLY, a net $384.2M across purchases and sales reported on Form 4 by 2 sellers. Most of that figure, $384.0M, came from a holder of 10% or more rather than an officer or director. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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