Welcome to our dedicated page for Applied Aerospace & Defense SEC filings (Ticker: AADX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Applied Aerospace & Defense, Inc. director Susan D. Lynch purchased 8,000 shares of common stock at $20.00 per share. The footnote explains these shares were bought under a directed share program in connection with the company’s initial public offering, giving her a new direct holding of 8,000 shares.
Applied Aerospace & Defense, Inc. Chief Financial Officer Jeffrey L. McRae bought 25,000 shares of common stock in an open-market purchase at $20.00 per share. The transaction, made under the company’s directed share program in connection with its initial public offering, brings his direct holding to 25,000 shares.
Applied Aerospace & Defense, Inc. director Scott Goldstein reported acquiring common stock and equity awards. He purchased 500 shares of common stock in an open-market transaction at $20.00 per share under the issuer’s directed share program connected to its initial public offering. After this purchase, the filing shows he directly holds 4,750 common shares.
Goldstein was also granted 4,250 Restricted Share Units on June 4, 2026. Each RSU represents the right to receive one common share upon vesting, generally on the first anniversary of the grant or immediately before the next annual meeting, subject to continued board service. Vested RSUs will settle in common stock within 30 days after vesting.
Applied Aerospace & Defense, Inc. director James C. Katzman reported two transactions involving the company’s common stock. He made an open-market purchase of 25,000 shares at $20.00 per share under the issuer’s directed share program connected to its initial public offering, bringing his direct holdings to 29,250 shares.
He also received a grant of 4,250 Restricted Share Units on June 4, 2026. Each RSU represents the right to receive one share of common stock, vesting on the first anniversary of the grant date or immediately before the next Annual Meeting, whichever comes first, subject to his continued service on the Board.
Applied Aerospace & Defense, Inc. completed its initial public offering of 32,500,000 shares of common stock at $20.00 per share under an underwriting agreement with major investment banks. The underwriters also received a 30-day option to buy up to 4,875,000 additional shares.
In connection with the IPO, the company put key governance and compensation structures in place, including new indemnification agreements for directors and officers, a 2026 Omnibus Incentive Plan, and a 2026 Employee Stock Purchase Plan. It also adopted a second amended and restated certificate of incorporation and amended and restated bylaws.
Applied Aerospace & Defense, Inc. is offering 32,500,000 shares of common stock in an initial public offering at $20.00 per share. The offering size implies gross proceeds of $650,000,000 and net proceeds to the company of $614,250,000 before expenses, assuming no exercise of the underwriters’ option.
Immediately after this offering, affiliates of Greenbriar Equity Group, L.P. will beneficially own approximately 81.0% of the company (or 78.7% if the underwriters’ 30-day option to purchase up to 4,875,000 additional shares is exercised in full), making the company a controlled company under NYSE rules. The company qualifies as an emerging growth company and intends to list on the New York Stock Exchange under the symbol AADX. The underwriters expect to deliver shares on or about June 4, 2026.
Applied Aerospace & Defense, Inc. filed an initial ownership report on Form 3 for Morris Jack, who is identified as a director of the company. The filing does not list any transactions or current holdings, so it functions as a baseline disclosure of his status as an insider.
Applied Aerospace & Defense, Inc. reported that Noah Blitzer has become a director and filed an initial ownership report on Form 3. The filing does not list any equity holdings or report any stock transactions, so it simply establishes his status as an insider for future filings.
Applied Aerospace & Defense, Inc. executive Kasiguran Kai W, the company’s Chief Accounting Officer, has filed an initial statement of beneficial ownership on Form 3. This filing lists the reporting relationship but shows no reported purchases, sales, option exercises, gifts, or other equity transactions.
AA&D Holdings, LP filed an initial ownership report for Applied Aerospace & Defense, Inc.. The filing shows AA&D Holdings directly holds 138,243,518 shares of common stock, making it a significant, more than ten percent owner of the company.
AA&D Holdings is a Delaware limited partnership managed by affiliates of Greenbriar Equity Group. Voting and dispositive power over these shares is exercised by a board of managers, which includes director Noah Roy. The affiliated entities disclaim beneficial ownership of the securities except to the extent of their pecuniary interest.