Alaska Air Group filings document regulatory disclosures for a public airline holding company with Alaska Airlines, Horizon regional operations and Hawaiian Airlines. Form 8-K reports cover operating and financial results, Regulation FD updates, aircraft purchase agreements, co-branded credit card arrangements, route and operations-related business updates, and material financing events.
The filing record also describes capital structure and liquidity through senior notes, revolving credit facilities, guarantees and loyalty-program collateral tied to Atmos Rewards. Proxy materials cover board governance, executive compensation and shareholder voting matters, while event filings provide formal records of material agreements, financial outlook disclosures and other corporate actions.
Nilakanta Amaresh Siva, Chief Info & Tech Officer of Alaska Air Group, amended his Form 4 to remove a 13,060-RSU grant that the amendment says was reported in error and did not occur; the reporting person's holdings were adjusted to reflect the correct beneficial ownership balance. The amended report lists a separate 59,600-RSU award dated November 2, 2026. Each RSU represents a contingent right to receive one common share, with vesting in four installments of 14,900 shares on May 2 and November 2, 2027, and May 2 and November 2, 2028.
Alaska Air Group, Inc. (ALK) reported third-quarter 2026 operating revenue of $4.308 billion, up 14.4% year over year, while net results shifted to a $147 million loss from $73 million of income. Aircraft fuel expense rose 60% to $1.214 billion as fuel cost per gallon increased 57% to $3.94. The company revised its full-year outlook from pretax income to a pretax loss, primarily due to elevated fuel prices.
For the first nine months, revenue was $11.673 billion versus $10.607 billion, while net loss was $416 million versus $79 million of net income. Cash provided by operating activities was $755 million, compared with $1.064 billion a year earlier. Available liquidity was $3.3 billion as of September 30, 2026.
Post-quarter overhead initiatives are expected to generate approximately $100 million in savings in 2027 and included a reduction in force affecting approximately 200 employees. The company expects approximately $11 million of related costs in the fourth quarter of 2026. Management said disclosure controls were effective and debt-covenant requirements were met as of September 30, 2026.
Alaska Air Group reported that Andrea L. Schneider, President and CEO of Horizon Airlines, exercised 378 restricted stock units on November 3, 2026, receiving 378 common shares. The report also lists 140 shares withheld for tax obligations at a reported $36.78 per share. Schneider’s reported remaining restricted stock unit balance was 854 shares, and 15 common shares were held indirectly by her spouse.
Alaska Air Group, Inc. EVP & Chief Operating Officer Jason M. Berry reported vesting and settlement of 3,910 restricted stock units into common shares on November 2, 2026, and 663 restricted stock units into common shares on November 3, 2026. To satisfy tax-withholding obligations arising from RSU vesting, 1,540 shares were withheld on November 2 and 261 on November 3. The November 3 entry also notes 255 shares acquired under the employee stock purchase plan on October 31, 2026.
Alaska Air Group reported that EVP Corp Pub Aff & Chf Leg Off Kyle B. Levine’s 4,857 restricted stock units vested on November 2, 2026, converting into 4,857 common shares. On that date, 1,912 common shares were withheld to satisfy tax obligations at $38.29 per share. No Rule 10b5-1 plan is reported.
Alaska Air Group VP Finance, Controller & Treas Emily Halverson had 970 restricted stock units vest and acquired 970 common shares on November 2, 2026. The same day, 237 shares were withheld to satisfy tax obligations arising from vesting, at a reported price of $38.29 per share. The withholding was an exempt disposition to the issuer under Rule 16b-3(e). Her reported post-transaction RSU balance was 0.
Alaska Air Group, Inc. Chief Info & Tech Officer Nilakanta Amaresh Siva reported awards of 13,060 and 59,600 restricted stock units on November 2, 2026. Each unit represents a contingent right to receive one share of ALK common stock. The 13,060 units vest in three annual installments: 4,353 shares on November 2, 2027 and November 2, 2028, and 4,354 shares on November 2, 2029. The 59,600 units vest in four installments of 14,900 shares each on May 2, 2027, November 2, 2027, May 2, 2028 and November 2, 2028.
Alaska Air Group lists Nilakanta Amaresh Siva, its Chief Info & Tech Officer, as a reporting person.
Alaska Air Group (ALK) reported third-quarter 2026 revenue of $4.308 billion, up 14% year over year, and a GAAP net loss of $147 million, or $1.32 per share, compared with net income of $73 million a year earlier. Adjusted net loss was $35 million, or $0.31 per share; adjusted EPS excluding certain tax impacts was $0.36.
Aircraft fuel expense increased 60% to $1.214 billion. The company expects full-year fuel expense to be $1.8 billion above plan and adjusted loss per share of ($5.50) to ($5.00) for 2026. Fourth-quarter guidance includes adjusted loss per share of ($2.50) to ($2.00), economic fuel cost of $4.65 to $4.85 per gallon, and capacity growth of 1% to 1.5%.
Operating cash flow was $755 million for the first nine months, and available liquidity was $3.3 billion. The company announced its intent to join the Atlantic and Pacific Joint International Businesses with oneworld and global partners. New Seattle service to Osaka and Papeete is part of a network of nine routes out of 15 planned by 2030.
Alaska Air Group EVP & CEO of Hawaiian Airlines Rakow Diana Birkett converted 313 restricted stock units into 313 common shares on September 29, 2026. The company withheld 148 shares to satisfy tax withholding obligations at $39.30 per share. The reported RSU balance following the transaction was 627 units.