Welcome to our dedicated page for Alaska Air Group SEC filings (Ticker: ALK), 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.
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.
Alaska Air Group is soliciting votes for its 2026 virtual annual shareholder meeting, where investors will elect 10 directors, cast an advisory vote on executive pay, and ratify KPMG as auditor. Shareholders of record on March 16, 2026, when 113,310,158 shares were outstanding, may vote.
The proxy highlights 2025 as a transformative year: record revenue of $14.2 billion, an adjusted pretax margin of 2.8%, and adjusted earnings per share of $2.44, despite an estimated $600 million macroeconomic drag. Management reports progress integrating the Hawaiian acquisition, including halving related losses, achieving a Single Operating Certificate, and preparing a unified passenger system cutover.
The company emphasizes strong governance, with nine of 10 nominees independent and an independent board chair, board oversight of AI, cybersecurity, and sustainability, and pay-for-performance incentives tied to safety and strategic goals. It also notes a large Boeing order book of up to 245 aircraft, $570 million of 2025 share repurchases, net leverage of 3.0, and robust liquidity and unencumbered assets.
Alaska Air Group updated its outlook, now expecting a Q1 2026 adjusted loss per share of ($2.00) to ($1.50), after external shocks and a sharp rise in fuel costs. Demand remains generally strong, with unit revenue tracking as expected and capacity toward the high end of prior guidance, up about 2%.
Weakness is concentrated in Mexico and Hawaiʻi, which together account for roughly 30% of capacity and have been hit by unrest in Puerto Vallarta and severe storms and flooding. The company sees no longer-term structural impact in Hawaiʻi and reports solid revenue trends elsewhere, including managed corporate bookings over the next 90 days up more than 25% year over year.
Fuel has become a major headwind: refining margins on its lowest-cost Singapore supply, about 20% of fuel, have surged about 400% since early February, from roughly $0.45 to about $2.25 per gallon, versus U.S. refining costs up about 140%. As a result, economic fuel price is expected to average $2.90 to $3.00 per gallon, creating at least a ($0.70) EPS headwind. Management notes results would have exceeded the midpoint of original guidance without the fuel spike and disruptions in Puerto Vallarta and Hawaiʻi.
Alaska Air Group Inc Schedule 13G/A amendment shows The Vanguard Group reports 0 shares beneficially owned of Common Stock, representing 0 % as stated in the filing dated 03/13/2026.
The filing explains that The Vanguard Group, Inc. went through an internal realignment on January 12, 2026 and, in accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or divisions will report beneficial ownership separately; those subsidiaries pursue the same investment strategies previously pursued by Vanguard prior to the realignment.
Alaska Air Group EVP & Chief Operating Officer Jason M. Berry reported routine equity compensation activity. He exercised 697 restricted stock units, receiving the same number of shares of common stock. As part of the vesting, 279 shares were withheld at $36.91 per share to cover tax obligations.
Following these transactions, Berry directly holds 13,522 shares of Alaska Air Group common stock. The RSUs exercised were the final tranche from a 2,090-RSU award granted on March 20, 2023 that vested in three annual installments.
Alaska Air Group executive Andrew R. Harrison reported an open-market sale of 5,500 shares of common stock. The sale occurred on February 18, 2026 at a weighted average price of $56.634 per share, with individual trades executed between $56.59 and $56.665. After this transaction, he directly owns 30,828 shares of Alaska Air Group common stock.
Alaska Air Group executive Shane R. Tackett, EVP and CFO, sold 24,000 shares of common stock in an open-market transaction at a weighted average price of $57.1472 per share on February 18, 2026. After the sale, he directly owned 43,377 shares, and 2,806 additional shares were held indirectly through the Alaska Air Group Employee Stock Ownership 401(k) Plan Trust as of December 31, 2025.
Alaska Air Group reported an intended sale of 24,000 common shares via a Form 144 filing. The filing lists Charles Schwab & Co., Inc. as broker and shows a trade date of 02/18/2026 with an aggregate figure of $1,371,534.00 associated with the 24,000 shares. The filing also records a prior sale by Shane R. Tackett of 10,000 shares on 02/05/2026 for $550,007.00, and notes an equity compensation grant (RSU/PSU) dated 02/11/2025 for 24,000 shares.
Alaska Air Group submitted a Form 144 notice showing proposed and recent affiliate share transactions. The filing lists planned dispositions tied to equity vesting: 4,422 shares associated with a restricted stock lapse dated 02/13/2025 and 1,078 shares tied to a performance stock lapse dated 02/10/2026. The filing also records shares sold in the past three months by Andrew R. Harrison: 14,500 shares on 02/13/2026 for $794,762.00. Broker information includes Charles Schwab & Co., Inc. at the listed address.
Alaska Air Group executive Constance E. Von Muehlen reported equity award activity tied to restricted stock units (RSUs). On February 13, 2026, she converted 13,160 and 8,860 RSUs into Alaska Air common stock at $0 per share, reflecting vesting of prior grants.
To cover tax withholding obligations from these vestings, the company withheld 4,956 and 3,337 shares at a price of $55.27 per share, classified as tax-withholding dispositions. After these transactions, she directly owned 47,339 shares of common stock, held 8,860 RSUs, and indirectly owned 938 shares through her spouse.
Alaska Air Group EVP and CFO Shane R. Tackett reported multiple equity award transactions dated February 13, 2026. He converted 18,060 restricted stock units into the same number of shares of Alaska Air common stock at an exercise price of $0, then had 7,226 shares withheld at $55.27 per share to cover taxes, leaving 61,245 shares held directly from that line. He also converted another 10,223 restricted stock units into common stock at $0 and had 4,091 shares withheld at $55.27 for tax obligations, ending with 67,377 common shares held directly after all reported transactions. In addition, he holds 2,806 common shares indirectly through the Alaska Air Group Employee Stock Ownership 401(k) Plan Trust as of December 31, 2025, and retains 10,224 unvested restricted stock units scheduled to vest in a future installment.