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TDG · Transdigm Group Inc
> Ask across nine datasets ⌘K
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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TDG

TransDigm Group INC
INDUSTRIALS · AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC · CIK 0001260221
CONGRESS · 2FORM 144 · 2☆ WATCH
INSIDER NET · 180D
-$130.9M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
2
FUNDS ADDED · QTR
587
13F, latest reported quarter
REVENUE GROWTH
+11.2%
XBRL, annual
NET MARGIN
23.5%
CONVERSIONS · 180D
15
codes C/M, not in net · $11.7M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$130.9M over 180 days
-$79.5M over 90 days
below 95% of Industrials
CONGRESS
2 members bought in the last year
more than 50% of Industrials
FUNDS
587 funds added or opened last quarter
more than 91% of Industrials
REVENUE
+11.2% year over year
more than 63% of Industrials
MARGIN
23.5% net margin
more than 97% of Industrials
BUYBACKS
$1.8B repurchased, FY to 2026-06-27
more than 95% of Industrials
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
587 funds added or opened positions in the latest 13F quarter, of 1,148 holders.
2 members of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -10.9%
-10.9%12M
-13%-5%+3%+11%2025-092025-102025-122026-032026-052026-072026-09 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 $2.1M2026-08-07 · 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
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $130.9M sold by insiders over 180 days, 587 funds added last quarter, 2 Congress member(s) bought in 12 months, $87.7M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
DELLANETTSLAPANWAXONSTXKTOSCRCTOFLXJOBYFTNTXPEL
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, TransDigm Group INC insiders sold a net $130.9M of stock across 2,140 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Howley W Nicholas
Director
SELL
2026-08-18
204.0
$250.0K
Howley W Nicholas
Director
SELL
2026-08-18
70.0
$85.9K
Howley W Nicholas
Director
SELL
2026-08-18
290.0
$356.4K
Howley W Nicholas
Director
SELL
2026-08-18
570.0
$701.1K
Howley W Nicholas
Director
SELL
2026-08-18
830.0
$1.0M
2,140 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 2,135 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Capital International Investors
5,062,682.0 sh
$6.7B
BlackRock, Inc.
4,871,505.0 sh
$6.5B
Capital World Investors
4,274,109.0 sh
$5.7B
VANGUARD CAPITAL MANAGEMENT LLC
3,653,511.0 sh
$4.9B
Capital Research Global Investors
3,119,490.0 sh
$4.2B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
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
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
TCW Durable Growth ETF
$5.4M POSITION · AS OF 2026-04-30
7.5%
Value Line Select Growth Fund, Inc.
$16.1M POSITION · AS OF 2026-03-31
5.2%
TCW Transform Supply Chain ETF
$606.7K POSITION · AS OF 2026-04-30
5.0%
Blue Chip Fund
$423.1M POSITION · AS OF 2026-02-28
5.0%
Argent Large Cap ETF
$2.3M POSITION · AS OF 2026-02-27
5.0%
MidCap Fund
$1.2B POSITION · AS OF 2026-04-30
4.9%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Kevin M. Stein
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs 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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
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-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →