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.
Air Lease Corporation (AL) filings document the aircraft lessor's material events, capital structure, governance actions, operating results, and completed corporate transition. Recent 8-K reports record the merger completion, the name change to Sumisho Air Lease Corporation, related material agreements, executive-compensation plan matters, and securities registered as Class A common stock and 3.700% Medium-Term Notes, Series A, due 2030.
The filing record also includes a Form 25 notification covering removal of the company's common stock and notes from New York Stock Exchange listing and registration. These disclosures provide the formal record of the issuer's public-company status change, shareholder and capital-structure matters, governance updates, and recurring aircraft-leasing financial disclosures.
Air Lease (AL): A shareholder filed a Rule 144 notice to sell common stock on the NYSE through TD Securities (USA) LLC. The notice lists 4,000 shares with an aggregate market value $255,663.50 for an 11/11/2025 trade and 1,000 shares with an aggregate market value $63,924.00 for an 11/12/2025 trade.
The securities class is common stock. The filing shows 111,762,758 shares outstanding for reference. The seller previously reported a transaction of 4,000 shares on 11/11/2025 with $255,663.50 gross proceeds. One disclosed lot of 1,000 shares was originally acquired on 12/14/2018 via an open market purchase.
A Form 144 notice was filed for a proposed sale of 17,190 shares of common stock. The filing lists an aggregate market value of $1,097,238 for the planned sale, with an approximate sale date of 11/12/2025. The broker named is Stifel Nicolaus & Company Inc., and the securities are listed on the NYSE.
The filing indicates the seller acquired shares through Restricted Stock Units from the issuer on multiple dates. The table shows 111,770,000 shares outstanding; this is a baseline figure, not the amount being sold.
Air Lease Corporation reported that the Hart-Scott-Rodino antitrust waiting period for its pending merger with Sumisho Air Lease Corporation Designated Activity Company expired at 11:59 p.m. Eastern Time on November 7, 2025.
Under the Merger Agreement, Takeoff Merger Sub Inc. will merge with and into Air Lease, with Air Lease surviving as an indirect wholly owned subsidiary of the buyer. Closing still requires adoption of the Merger Agreement by holders of a majority of Air Lease’s Class A common stock entitled to vote, along with other customary conditions.
The company has filed a definitive proxy statement on Schedule 14A on November 4, 2025 related to a special meeting of Class A stockholders.
AL filed a Form 144 notice for a proposed sale of 3,110 Class A shares through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 11/10/2025. The filing lists an aggregate market value of $198,418.00.
The shares to be sold were acquired via restricted stock vesting: 930 shares on 02/24/2023, 133 shares on 02/15/2024, and 2,047 shares on 02/23/2024. As context, 111,765,032 shares were outstanding, as stated in the notice; this is a baseline figure, not the amount being offered.
In the past three months, Grant A. Levy sold 5,000 Class A shares on 09/12/2025 for $317,856.28.
Air Lease Corp (AL) insider transaction: The company’s EVP and CFO reported a Form 4 sale of Class A common stock. On 11/06/2025, the officer sold 23,481 shares (transaction code S) at a weighted average price of $63.8303, with individual trades ranging from $63.81 to $63.845. Following the sale, the officer beneficially owns 56,408 shares, held directly.
Form 144 filed for a planned sale of restricted securities. A holder filed a notice to sell 19,627 Class A shares, with an aggregate market value of $1,251,734.09. The filing lists Fidelity Brokerage Services LLC as broker and NYSE as the exchange, with an approximate sale date of 11/07/2025.
The shares were acquired via restricted stock vesting on multiple dates from 05/09/2016 through 05/02/2025 (amounts per vesting event sum to 19,627). As context, 111,765,032 shares were outstanding.
AL — Form 144 filed for a planned insider sale. A selling security holder filed a notice to sell 23,481 shares of Class A Common Stock through J.P. Morgan Securities LLC, with an aggregate market value $1,496,679. The approximate sale date listed is 11/06/2025 on the NYSE.
The filing lists prior acquisitions of these shares primarily via RSU vesting on multiple dates and a stock option exercise in 2019. Shares outstanding were 111,765,032 as of the figure provided; this is a baseline figure, not the amount being sold.
Air Lease (AL) called a special meeting on December 18, 2025 to vote on a merger in which its Class A stockholders would receive $65.00 in cash per share, without interest. The company would remain as the surviving entity and, after closing, its Class A Common Stock would be delisted from the NYSE. The Series B, Series C and Series D preferred stock will remain outstanding with the same rights. The Board unanimously recommends “FOR” and received a fairness opinion from J.P. Morgan dated September 1, 2025.
Approval requires the affirmative vote of a majority of outstanding Class A shares. The record date is November 3, 2025, when 111,765,032 Class A shares were outstanding. Parent secured $5,404,613,000 in equity commitments and up to $12,100,000,000 in debt commitments (including an $8.6B bridge and $3.5B revolver), and closing has no financing contingency. Required regulatory clearances include HSR (filed October 8, 2025), CFIUS and multiple non‑U.S. jurisdictions. Termination fees include $225M payable by the Company in specified cases and $350M payable by Parent in certain regulatory or timing scenarios. A voting agreement covers up to 4.99% of outstanding shares; appraisal rights are available under DGCL.
Air Lease Corporation reported higher third‑quarter results. Total revenues reached $725.4 million (up 5.1% year over year) as lease rentals increased with a larger fleet and higher portfolio yields, partly offset by fewer aircraft sales. Net income attributable to common stockholders was $135.4 million, or $1.21 per diluted share, aided by a $60.5 million net benefit from insurance recoveries related to aircraft detained in Russia.
The company ended the quarter with 503 owned aircraft and 50 managed, a weighted average fleet age of 4.9 years, and 7.2 years of remaining lease term. Contracted minimum future rentals totaled $19.6 billion on the existing fleet. Air Lease has commitments to acquire 228 new aircraft through 2031 with an estimated aggregate commitment of $13.4 billion. Liquidity was $7.4 billion, including $452.2 million in cash and undrawn revolving capacity. Total debt was $20.3 billion (75.7% fixed, 97.5% unsecured) with a composite cost of funds of 4.29%. The company has agreed to be acquired for $65.00 per share in cash, subject to customary approvals, with closing anticipated in the first half of 2026.
Air Lease Corporation furnished an Item 2.02 Form 8-K announcing it issued a press release with financial results for the three and nine months ended September 30, 2025. The company dated the report November 3, 2025.
The information under Item 2.02 and Exhibit 99.1 is deemed “furnished,” not “filed,” under the Exchange Act. Exhibits include the press release (Exhibit 99.1) and the cover page formatted in Inline XBRL (Exhibit 104).