Welcome to our dedicated page for Air Lease SEC filings (Ticker: AL), 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.
This page provides access to U.S. Securities and Exchange Commission filings for Air Lease Corporation (NYSE: AL), a global aircraft leasing company based in Los Angeles, California. Through these filings, investors can review detailed information on the company’s financial condition, capital structure, fleet metrics, and the terms and progress of its pending merger with a new holding company owned by Sumitomo Corporation, SMBC Aviation Capital Limited, and affiliates of Apollo and Brookfield.
Air Lease’s SEC filings include periodic reports and multiple current reports on Form 8-K. Recent 8-K filings describe the Agreement and Plan of Merger under which an indirect wholly owned subsidiary of the holding company will merge with and into Air Lease, with Air Lease surviving as an indirect wholly owned subsidiary. These filings outline the cash consideration of $65.00 per share for Class A common stock, the treatment of preferred stock and equity awards, the required regulatory and stockholder approvals, and the absence of a financing contingency.
Additional 8-Ks provide updates on key milestones such as the expiration of the Hart-Scott-Rodino waiting period, stockholder approval of the merger agreement and related proposals at a special meeting, and supplemental proxy disclosures addressing valuation analyses and projected financial information. Other filings discuss insurance recoveries related to aircraft detained in Russia, including settlement agreements and the impact on reported write-offs, as well as earnings-related releases furnished under Items 2.02 and 7.01.
On Stock Titan, these filings are available with AI-powered summaries that help explain complex sections, such as merger terms, executive compensation arrangements, and litigation or regulatory disclosures. Users can quickly identify items related to the merger, capital markets activities, and significant portfolio events, and then drill down into the full text of Forms 10-K, 10-Q, 8-K, and related exhibits for deeper analysis.
For those researching AL’s regulatory history, this page serves as a centralized view of the company’s SEC reporting, including material events leading up to and surrounding the proposed acquisition.
Steven F. Udvar-Hazy filed an amended Schedule 13G reporting his beneficial ownership of Air Lease Corporation Class A common stock as of December 31, 2025. He may be deemed to beneficially own 5,340,156 shares, representing 4.76% of the Class A common stock outstanding, based on 112,129,692 shares deemed outstanding on that date.
The position spans shares held directly by Mr. Udvar-Hazy, several entities and trusts where he has sole voting and investment power, restricted stock units for 94,284 shares vesting within 60 days of December 31, 2025, and shares held by family members. He expressly disclaims beneficial ownership of shares held directly by his wife and children except to the extent of his pecuniary interest. The filing confirms that his ownership is now 5% or less of the class.
Dimensional Fund Advisors LP reports a passive ownership position in Air Lease Corp common stock as of 12/31/2025. Dimensional is an investment adviser that may be deemed to have voting and investment power over shares held in client funds, but states that all of the reported securities are owned by those funds and disclaims beneficial ownership except for Section 13(d) purposes.
The filing shows Dimensional with 3,783,714 shares beneficially owned, representing 3.4% of Air Lease’s common stock class. It has sole power to vote 3,607,060 shares and sole power to dispose of 3,783,714 shares. Dimensional also notes that each underlying fund’s interest is below 5% of the class, and certifies that the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Air Lease.
Air Lease Corporation describes compensation and tax-related steps tied to its previously announced merger with Sumisho Air Lease Corporation Designated Activity Company. The board’s Compensation Committee approved accelerating into December 2025 the vesting and payment of the target 2025 annual cash bonus for certain employees, including named executive officers John L. Plueger, Grant A. Levy, Carol H. Forsyte and Gregory B. Willis. For Mr. Plueger, the company also accelerated the vesting and settlement of 43,093 shares from his 2024 TSR RSU award and 100,549 shares from his 2024 book value RSU award, based on estimated performance levels of 150% and 175%.
These actions are intended to address potential “excess parachute payments” under Sections 280G and 4999 of the Internal Revenue Code, preserving corporate tax deductions and reducing possible excise taxes for executives in connection with the merger. As a condition, each named executive officer entered into an Acceleration and Clawback Agreement dated December 31, 2025, requiring potential repayment or true-up of accelerated amounts under specified conditions.
Air Lease Corporation executive reports equity award vesting and tax withholding transactions. The EVP, Marketing of Air Lease Corp (AL) reported multiple transactions in Class A common stock dated 12/31/2025. The filing shows performance-based restricted stock units granted in 2023, 2024 and 2025 vesting and converting into shares at a price of $0 per share, while separate entries reflect shares withheld at $64.23 per share to cover tax obligations through net settlement.
The 2024 and 2025 performance-based RSU vesting was accelerated as part of a Section 280G mitigation effort related to pending transactions under an Agreement and Plan of Merger dated September 1, 2025 among Air Lease Corporation, Sumisho Air Lease Corporation Designated Activity Company and Takeoff Merger Sub Inc. Following these transactions, the reporting person directly beneficially owned 36,317 shares of Air Lease Class A common stock.
Air Lease Corp CEO and President, who also serves as a director, reported multiple transactions in Class A common stock dated December 31, 2025. The filing shows the vesting of 171,338 shares from performance-based restricted stock units granted in 2023 under the Air Lease Corporation 2014 Equity Incentive Plan, and an additional 143,642 performance-based restricted stock units granted in 2024 that vested at this time.
The 2024 awards were originally scheduled to vest based on performance through December 31, 2026, but a portion vested early to help mitigate potential tax effects under Sections 280G and 4999 of the Internal Revenue Code related to pending merger transactions under an Agreement and Plan of Merger dated September 1, 2025. To cover tax obligations, the reporting person had 87,007 and 72,942 shares withheld or surrendered at a price of $64.23 per share. After these transactions, the reporting person directly owned 880,972 shares, with an additional 500-share positions reported as indirectly owned by a son, for which beneficial ownership is expressly disclaimed except for any pecuniary interest.
Air Lease Corporation’s Executive Vice President and Chief Financial Officer reported equity transactions in the company’s Class A common stock. On 12/31/2025, the officer acquired 29,061 shares at $0 per share, reflecting the vesting of performance-based restricted stock units granted under the Air Lease Corporation 2014 Equity Incentive Plan. On the same date, the officer disposed of 14,758 shares at a price of $64.23 per share. Following these transactions, the officer directly beneficially owned 70,711 shares of Air Lease Corporation Class A common stock.
Air Lease Corporation executive reports equity award and share disposition. On 12/31/2025, an Executive Vice President of Air Lease Corporation acquired 22,044 shares of Class A common stock at $0, reflecting shares issued upon vesting of performance-based restricted stock units under the Air Lease Corporation 2014 Equity Incentive Plan. On the same date, the executive disposed of 11,195 shares of Class A common stock at $64.23 per share. Following these transactions, the executive directly beneficially owned 109,071 shares of Air Lease Corporation Class A common stock.
Air Lease Corporation executive reports stock grants and share disposal. An Executive Vice President of Air Lease Corp (AL) filed a Form 4 detailing equity transactions dated 12/31/2025 in Class A common stock. The executive acquired 32,730 shares at $0, which were issued upon the vesting of performance-based restricted stock units under the Air Lease Corporation 2014 Equity Incentive Plan. On the same date, the executive disposed of 16,621 shares at $64.23 per share.
Following these transactions, the executive directly beneficially owned 153,315 shares of Air Lease Corporation Class A common stock. In addition, 4,500 shares are reported as indirectly owned through one of the reporting person's sons, with the executive expressly disclaiming beneficial ownership of those shares except to the extent of any pecuniary interest.
Air Lease Corporation's Executive Vice President reported equity transactions in the company’s Class A common stock dated 12/31/2025. He acquired 29,319 shares at $0 per share from the vesting of performance-based restricted stock units granted under the Air Lease Corporation 2014 Equity Incentive Plan. To cover obligations associated with this vesting, 14,889 shares were withheld at a price of $64.23 per share. Following these transactions, he directly owned 64,521 shares and also reported several small indirect holdings (716, 199 and 139 shares) held as custodian for his children under the California Uniform Transfers to Minors Act, for which he disclaims beneficial ownership except for his pecuniary interest.
Air Lease Corporation executive reports stock award and related share withholding. An executive vice president of Air Lease Corporation reported transactions in Class A common stock dated 12/31/2025. The executive acquired 28,950 shares at $0 per share, representing shares issued upon vesting of performance-based restricted stock units granted under the company’s 2014 Equity Incentive Plan. On the same date, 14,701 shares were disposed of at $64.23 per share in a transaction coded "F," typically used for shares withheld to cover taxes. Following these transactions, the executive directly beneficially owned 93,140 shares of Air Lease Corporation Class A common stock.
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