AerCap Holdings N.V. SEC filings document its status as a foreign private issuer reporting on Form 6-K and annual reports under Form 20-F. The filings include interim financial reports, earnings releases, dividend disclosures, share repurchase authorizations, and incorporation of current reports into Form F-3 and Form S-8 registration statements.
The company’s regulatory documents also cover capital markets activity by AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust, including senior notes, underwriting agreements, supplemental indentures, guarantees, legal opinions, and use-of-proceeds language tied to aircraft assets and indebtedness. Governance filings include annual general meeting materials, board proposals, annual accounts, dividend policy, director liability releases, and nomination and compensation committee reporting.
AerCap Holdings N.V. Chief Financial Officer Peter Juhas filed an initial ownership report showing his equity interests in the company. He holds 138,276 Ordinary Shares directly and an additional 297,182 Ordinary Shares indirectly through the AerCap Equity Incentive Plans Trust as compensatory awards.
He also holds Restricted Stock Units linked to 30,000 Ordinary Shares, which convert into Ordinary Shares on a one-for-one basis. This RSU award is scheduled to fully vest on April 30, 2030, subject to his continued service with AerCap.
The trust-held Ordinary Shares include restricted awards: 180,128 shares subject to service-based vesting conditions and 117,054 shares subject to both service- and performance-based vesting conditions. The filing reports ownership positions only and does not reflect new open-market purchases or sales.
AerCap Holdings N.V. director Rita Forst filed an initial ownership report showing a mix of restricted stock units (RSUs) and ordinary shares. She holds RSUs that each convert into one ordinary share, including awards tied to 20,000, 1,469, 1,069, and 807 underlying ordinary shares at an exercise price of 0.0000. According to the disclosure, parts of these RSU awards are scheduled to fully vest on April 15, 2026 and December 17, 2026, subject to her continued service. She also directly owns 7,594 AerCap ordinary shares.
AerCap Holdings N.V. filed an initial ownership report for its General Counsel, Vincent Drouillard, detailing equity awards and share holdings. He holds 15,000 Restricted Stock Units that convert into Ordinary Shares on a one-for-one basis, scheduled to fully vest on April 30, 2030, subject to continued service.
He also holds 25,071 Ordinary Shares directly and 170,828 Ordinary Shares indirectly through the AerCap Equity Incentive Plans Trust. According to the disclosure, 104,113 of these indirect shares are restricted and subject to service-based vesting, while 66,715 are restricted and subject to both service- and performance-based vesting conditions. The filing does not report any new purchase or sale, but rather establishes his current ownership position.
AerCap Holdings N.V. director Paul T. Dacier reported his equity holdings in an initial beneficial ownership statement. He holds Restricted Stock Units that can convert into 20,000 Ordinary Shares from an award that will fully vest on December 17, 2026 and RSUs tied to 2,044 Ordinary Shares that will fully vest on April 30, 2029, in each case subject to his continued service. He also directly holds 16,020 Ordinary Shares, giving investors a clear view of his current equity stake and future share-based compensation.
AerCap Holdings N.V. director Stacey Cartwright filed an initial ownership report showing existing equity interests in the company. The filing lists several blocks of Restricted Stock Units (RSUs) that are each linked one-for-one to Ordinary Shares, covering 20,000, 1,469, 1,069 and 807 underlying shares held directly. The report also shows direct ownership of 3,044 Ordinary Shares. Footnotes state that certain RSU awards will fully vest on April 15, 2026 and December 17, 2026, subject to the director’s continued service.
AerCap Holdings N.V. director Branch Julian Bradford has filed a Form 3 disclosing his equity stake in the company. He directly owns 23,886 Ordinary Shares and holds several restricted stock unit (RSU) awards covering 20,000, 2,213, 1,610 and 1,216 underlying Ordinary Shares.
The RSUs convert into Ordinary Shares on a one-for-one basis. According to the footnotes, specified RSU awards will fully vest on April 15, 2026 and December 17, 2026, subject to his continued service, providing a clear view of his current and potential future ownership.
AerCap Holdings N.V. reported an initial ownership filing for Chief Commercial Officer Peter Deane Anderson. He holds 115,988 Ordinary Shares directly and 279,069 Ordinary Shares indirectly through the AerCap Equity Incentive Plans Trust. The trust position represents compensatory share awards, including 93,023 restricted shares with service-based vesting and 186,046 restricted shares with service- and performance-based vesting that will be released to him only after vesting conditions are met.
AerCap Holdings N.V. is amending a prior submission only to re‑furnish shareholder meeting exhibits with updated formatting. The core content outlines the annual general meeting on April 15, 2026, where shareholders will review 2025 results, vote on the 2025 accounts, director (re)appointments, auditor renewal and several capital measures.
The Board highlights strong 2025 performance, including GAAP net income of $3.8 billion, adjusted net income of $2.7 billion, GAAP EPS of $21.30, adjusted EPS of $15.37, return on equity of 21% and adjusted return on equity of 15%. AerCap returned $2.6 billion to shareholders in 2025 through share repurchases and dividends, sold $3.9 billion of assets at an unlevered gain-on-sale margin of 27%, and grew book value per share by 19% to $112.59 as of December 31, 2025.
The Board proposes continuing a quarterly dividend policy targeting about $200 million annually, with the per‑share dividend raised to $0.40. Shareholders will be asked to renew authorizations to issue up to 10% new shares, repurchase up to 20% of outstanding shares over 18 months, increase equity incentive pools by 3,500,000 shares for each of two plans, and cancel repurchased shares. Governance items include an inaugural advisory Say‑on‑Pay vote, appointment of former American Airlines CEO Doug Parker as a new non‑executive director, reappointment of several incumbents, and renewal of KPMG Accountants N.V. as auditor for 2026.
AerCap Holdings N.V. has called its annual general meeting for April 15, 2026 in Amsterdam and released detailed proxy materials. Shareholders of record on March 18, 2026 will be entitled to attend and vote, with staged mailings of materials to allow more review time.
Key items include introducing an annual non-binding say‑on‑pay vote, approval of 2025 financial statements, director discharges and the (re)appointment of several non‑executive directors plus aviation veteran Doug Parker. The Board seeks renewed authority to issue up to 10% new shares, limit pre‑emptive rights, and repurchase up to 20% of share capital over 18 months, with the option to cancel repurchased shares.
The materials highlight a dividend policy targeting roughly $200 million annually, with the quarterly dividend recently increased to $0.40 per share, and note that AerCap repurchased 22.1 million shares in 2025 at an average price of $109.92. The Nomination and Compensation Committee describes a highly performance‑based pay framework, citing record 2025 GAAP net income of $3.8 billion, adjusted net income of $2.7 billion and adjusted EPS of $15.37, alongside about $6.9 billion returned to shareholders over three years and a leverage ratio of 2.1x.
AerCap Holdings N.V. reported a proposed sale of ordinary shares by Rita Forst via a Form 144 filing. The filing lists 1,000 ordinary shares as securities to be sold and records 1,000 ordinary shares sold on 12/05/2025. The filing also shows 10,400 shares listed under a Vesting of Restricted Stock event dated 12/17/2023 and indicates the vesting was cashless.