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TDG · Transdigm Group Inc
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TDG TransDigm (TDG) Insider Trading, Ownership & Congress Trades

Aerospace & Defense · Aircraft parts & auxiliary equipment, nec · CIK 0001260221
Quote by TradingView
Congress · 2Form 144 · 2
Insider buyers, 180 days
0
Funds added, last quarter
590
13F, latest reported quarter
Conversions, 180 days
12
Codes C/M, not in net · $10.8M priced

What the filings say about TDG

Insiders, 180 days
-$104.9M net sold
2 sellers · 18% of sales under a 10b5-1 plan
Congress, 1 year
2 bought · 2 sold
Latest: sale, 2026-08-25
Planned sales (Form 144), 90 days
$56.5M
2 notices

TransDigm insider trades (Form 4)

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

Over the last 180 days, TransDigm Group INC insiders sold a net $104.9M of stock across 2,155 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
Reiss Joel
Co-Chief Operating Officer
SELL
2026-10-16 SECtraded 2026-10-15
20
$22.2K
-1.1%
Context
  • 565 earlier Form 4 trades (code P or S) here by this insider (565 sales), the last on Sep 15, 2026.
  • The trade is 0.3% of the 7,680 shares held after it.
  • No other insider sold within 30 days.
  • 590 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Reiss Joel sold about $22.2K of TDG under a 10b5-1 plan on Oct 15, 2026; 590 funds added in the latest 13F quarter.
Reiss Joel
Co-Chief Operating Officer
SELL
2026-10-16 SECtraded 2026-10-15
100
$111.4K
-1.1%
Context
  • 565 earlier Form 4 trades (code P or S) here by this insider (565 sales), the last on Sep 15, 2026.
  • The trade is 1.3% of the 7,580 shares held after it.
  • No other insider sold within 30 days.
  • 590 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Reiss Joel sold about $111.4K of TDG under a 10b5-1 plan on Oct 15, 2026; 590 funds added in the latest 13F quarter.
Reiss Joel
Co-Chief Operating Officer
SELL
2026-10-16 SECtraded 2026-10-15
100
$111.5K
-1.1%
Context
  • 565 earlier Form 4 trades (code P or S) here by this insider (565 sales), the last on Sep 15, 2026.
  • The trade is 1.3% of the 7,480 shares held after it.
  • No other insider sold within 30 days.
  • 590 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Reiss Joel sold about $111.5K of TDG under a 10b5-1 plan on Oct 15, 2026; 590 funds added in the latest 13F quarter.
Reiss Joel
Co-Chief Operating Officer
SELL
2026-10-16 SECtraded 2026-10-15
50
$55.8K
-1.1%
Context
  • 565 earlier Form 4 trades (code P or S) here by this insider (565 sales), the last on Sep 15, 2026.
  • The trade is 0.7% of the 7,430 shares held after it.
  • No other insider sold within 30 days.
  • 590 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Reiss Joel sold about $55.8K of TDG under a 10b5-1 plan on Oct 15, 2026; 590 funds added in the latest 13F quarter.
Reiss Joel
Co-Chief Operating Officer
SELL
2026-10-16 SECtraded 2026-10-15
60
$67.0K
-1.1%
Context
  • 565 earlier Form 4 trades (code P or S) here by this insider (565 sales), the last on Sep 15, 2026.
  • The trade is 0.8% of the 7,370 shares held after it.
  • No other insider sold within 30 days.
  • 590 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Co-Chief Operating Officer Reiss Joel sold about $67.0K of TDG under a 10b5-1 plan on Oct 15, 2026; 590 funds added in the latest 13F quarter.
2,155 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 2,150 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 -$104.9M over 180 days
-$26.3M over 90 days
below 87% of Aerospace & Defense
Congress
2 members bought in the last year
more than 64% of Aerospace & Defense
Funds
590 funds bought in last quarter
more than 87% of Aerospace & Defense
Revenue
+11.2% year over year
more than 52% of Aerospace & Defense
Margin
23.5% net margin
the highest in Aerospace & Defense
Buybacks
$1.8B repurchased, FY to 2026-06-27
more than 93% of Aerospace & Defense
Short interest
2.2% of the float short (float per yahoo 2026-10-26) · 2.7 days to cover · settled 2026-09-30
below 71% of Aerospace & Defense
What changed in the last 30 days
Oct 16Co-Chief Operating Officer Reiss Joel sold $4.6M under a 10b5-1 plan (Oct 15)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.

Watch TDG

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.
-14.0%12M
-18%-9%+1%+10%2025-102025-122026-022026-042026-062026-082026-10 2025-12-09 · SMALL ROBERT J sold $101.1M2025-12-09 · SMALL ROBERT J sold $20.4M2026-02-02 · Stein Kevin M sold $9.5M2025-12-04 · Stein Kevin M sold $9.4M2026-01-08 · Stein Kevin M sold $9.0M2026-02-02 · Stein Kevin M sold $8.4M2026-02-02 · Stein Kevin M sold $8.1M2026-01-08 · Stein Kevin M sold $7.4M2026-02-02 · Stein Kevin M sold $6.9M2026-01-05 · Stein Kevin M sold $6.1M2026-02-02 · Stein Kevin M sold $5.7M2026-01-14 · Stein Kevin M sold $5.6M2025-11-25 · Stein Kevin M sold $5.6M2026-01-05 · Stein Kevin M sold $5.4M2025-12-10 · SMALL ROBERT J sold $5.2M2026-08-18 · Howley W Nicholas sold $4.9M2025-11-18 · Stein Kevin M sold $4.9M2026-05-18 · Howley W Nicholas sold $4.5M2026-02-02 · Stein Kevin M sold $4.4M2025-12-04 · Stein Kevin M sold $4.3M2025-11-28 · Stein Kevin M sold $4.1M2026-04-20 · Howley W Nicholas sold $3.9M2026-01-08 · Stein Kevin M sold $3.8M2026-02-18 · Howley W Nicholas sold $3.6M2026-02-02 · Stein Kevin M sold $3.0M2026-01-14 · Stein Kevin M sold $3.0M2026-02-02 · Stein Kevin M sold $3.0M2026-02-02 · Stein Kevin M sold $2.9M2026-01-05 · Stein Kevin M sold $2.9M2025-12-04 · Stein Kevin M sold $2.8M2026-02-02 · Stein Kevin M sold $2.6M2026-01-05 · Stein Kevin M sold $2.6M2026-06-18 · Howley W Nicholas sold $2.5M2026-06-18 · Howley W Nicholas sold $2.5M2026-06-18 · Howley W Nicholas sold $2.5M2026-03-18 · Howley W Nicholas sold $2.5M2025-12-04 · Stein Kevin M sold $2.4M2026-01-05 · Stein Kevin M sold $2.4M2025-12-04 · Stein Kevin M sold $2.3M2026-01-05 · Stein Kevin M sold $2.2M2026-02-02 · Stein Kevin M sold $2.2M2026-01-14 · Stein Kevin M sold $2.1M2026-09-15 · JOEL REISS filed to sell $8.9M2026-08-07 · THE FORTUNA TRUST U/T/A DTD 06/01/2018 filed to sell $47.6M2026-06-18 · Howley W Nicholas filed to sell $40.1M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns TDG: institutional holders (13F)

13F holdings, latest reported quarter
Capital International Investors
5,062,682 sh
$6.7B
BlackRock, Inc.
4,871,505 sh
$6.5B
Capital World Investors
4,274,109 sh
$5.7B
VANGUARD CAPITAL MANAGEMENT LLC
3,653,511 sh
$4.9B
Capital Research Global Investors
3,119,490 sh
$4.2B

Congress trades in TDG

STOCK Act disclosures, US House only, filed up to 45 days after the trade
April McClain Delaney
Sold 2026-08-25 · disclosed 15 days later
$100,001 - $250,000
April McClain Delaney
Bought 2026-07-28 · disclosed 6 days later
$1,001 - $15,000
April McClain Delaney
Bought 2026-05-22 · disclosed 14 days later
$1,001 - $15,000
April McClain Delaney
Bought 2026-05-21 · disclosed 15 days later
$1,001 - $15,000
April McClain Delaney
Bought 2026-05-13 · disclosed 23 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

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

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

TDG planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
JOEL REISS
Filed 2026-09-15
$8.9M
THE FORTUNA TRUST U/T/A DTD 06/01/2018
Filed 2026-08-07
$47.6M
Howley W Nicholas
Filed 2026-06-18
$40.1M

TDG mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
TCW Durable Growth ETF
$4.7M position · as of 2026-07-31
7.2%
TCW Transform Supply Chain ETF
$694.9K position · as of 2026-07-31
5.8%
MidCap Fund
$1.2B position · as of 2026-07-31
5.1%
MidCap Account
$25.6M position · as of 2026-06-30
4.9%
Blue Chip Account
$1.1M position · as of 2026-06-30
4.9%
Blue Chip Fund
$415.9M position · as of 2026-05-31
4.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Kevin M. Stein
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$25.2M
$27.1M
$25.8M
+234%
+183%
2024
$21.4M
$173.9M
$17.8M
+212%
+82%
2023
$23.8M
$81.0M
$8.5M
+84%
+29%
2022
$18.7M
$2.2M
$6.7M
+14%
+6%
2021
$21.5M
$44.5M
$16.6M
+31%
+37%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $104.9M sold by insiders over 180 days, 590 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade, $56.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
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Sector by SEC SIC code
KTOSJOBYRKLBNOCACHRNNAIRRDWAVAVLUNRGRMNTDY

TDG financials

Revenue growth
+11.2%
XBRL, annual
Net margin
23.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$10.0B
four quarters, 2025-06-29 to 2026-06-27
Net margin, TTM
+21.3%
net income over revenue, 2025-06-29 to 2026-06-27
Free cash flow, TTM
$1.9B
operating cash flow minus capex, 2025-06-29 to 2026-06-27
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
0.07x
TTM operating cash flow over LongTermDebt as filed 2026-06-27 (includes the current portion)
Return on equity
n/a
average equity is zero or negative
Return on assets
+8.6%
TTM net income over average of 2025-06-28 and 2026-06-27
Return on invested capital
+15.9%
operating income after a 22.2% effective tax rate, over LongTermDebt as filed 2026-06-27 (includes the current portion) plus average of 2025-06-28 and 2026-06-27 minus cash
Return on capital employed
+20.6%
operating income (EBIT proxy) over average of 2025-06-28 and 2026-06-27 minus current liabilities
P/E, trailing
34.25x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-29 to 2026-06-27
Enterprise value
$92.4B
market value at close 2026-10-26 on 2026-07-31 shares, plus LongTermDebt as filed 2026-06-27 (includes the current portion), minus cash 2026-06-27
FCF yield
+3.1%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
3.64x
P/E over trailing EPS growth of 9%: four quarters to 2026-06-27 against the four to 2025-06-28
Price as of 2026-10-26. 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.
2025-092024-092023-092022-09
Revenue$8.8B$7.9B$6.6B$5.4B
Gross profit$5.3B$4.7B$3.8B$3.1B
Operating income$4.2B$3.5B$2.9B$2.2B
Net income$2.1B$1.7B$1.3B$866.0M
EPS (diluted)32.0825.6222.0313.40
Operating cash flow$2.0B$2.0B$1.4B$948.0M
Cash$2.8B$6.3B$3.5B$3.0B
Long-term debt$29.3B$24.4B$19.4B$19.4B
Buybacks$500.0M$0$0$912.0M
Dividends paid$159.0M$2.0B$38.0M$1.1B
SEC XBRL, fiscal years, as known on 2026-10-27

TDG Stock Sonar score 6/7 axes

Find similar shapesCompare

TDG ranks highest on risk and compliance (82nd percentile) and profitability (80th), and lowest on insider conviction (6th), among Aerospace & Defense peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
80
Inputs
  • Return on equityaverage equity is zero or negative
  • Return on assets+8.6% · 85 pct, sector of 48
  • Return on invested capital+15.9% · 64 pct, universe of 1,069
  • Return on capital employed+20.6% · 92 pct, sector of 40
Financial health
54
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt0.07x · 54 pct, sector of 38
Growth
52
Inputs
  • Revenue growth, YoY+11.2% · 52 pct, sector of 51
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
6
Inputs
  • Net Form 4 buying (codes P and S), 180d-$96.0M · 12 pct, sector of 41
  • Insider buyers, 180d0 · 0 pct, sector of 41
Institutional and government
64
Inputs
  • Funds adding, latest quarter590 · 87 pct, sector of 53
  • Congress net buyers, 365d0 · 40 pct, universe of 719
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$790K · 66 pct, universe of 1,063
Risk and compliance
82
Inputs
  • Short interest, % of float+2.2% · 75 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-K+8.8% · 71 pct, sector of 36
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

TDG filings, in plain words

Are TransDigm insiders buying or selling TDG?

In the 180 days to 2026-10-27, TransDigm insiders were net sellers, a net $104.9M across purchases and sales reported on Form 4, by 2 sellers.

Have members of Congress traded TDG?

Yes. In the year to 2026-10-27, 2 House members disclosed buying TDG and 2 House members disclosed selling it; the latest on record is a sale by April McClain Delaney dated 2026-08-25.

Are there planned insider sales of TDG?

Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $56.5M of stock; the latest, by JOEL REISS, was filed 2026-09-15.

Read the full summary

In the 180 days to 2026-10-27, TransDigm insiders were net sellers of TDG, a net $104.9M across purchases and sales reported on Form 4 by 2 sellers. 18% of the 262 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 2 members of Congress disclosed buying TDG and 2 members disclosed selling it; the latest on record is a sale by April McClain Delaney dated 2026-08-25. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $56.5M of stock. 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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