[Form 4] Spirit AeroSystems Holdings, Inc. Insider Trading Activity
Spirit AeroSystems insider transactions by President & CEO Patrick M. Shanahan on 09/30/2025. The filing reports the acquisition of 152,895 restricted stock units (RSUs) that convert one-for-one into Class A common stock and a contemporaneous sale of 62,687 Class A shares at $38.60 per share. After the RSU grant the filing shows 417,576 shares beneficially owned, and after the sale 354,889 shares beneficially owned.
The filing discloses that the RSUs are part of a 495,662 RSU grant made on 09/30/2023 that vests in three annual installments beginning the first anniversary of the grant date. The form is signed by an attorney-in-fact for the reporting person.
- 152,895 RSUs granted representing a meaningful installment from the 495,662 RSU award
- Clear disclosure of post-transaction holdings (417,576 then 354,889 shares), aiding transparency
- Grant tied to prior award with defined vesting schedule (495,662 RSUs vesting in three annual installments)
- Sale of 62,687 shares at $38.60 reduced beneficial ownership from 417,576 to 354,889 shares
Insights
TL;DR: CEO received a large RSU installment while selling a smaller block of shares, leaving net beneficial ownership lower than immediately after the RSU grant.
The filing documents a grant-related acquisition of 152,895 RSUs and a contemporaneous open-market or rule-based sale of 62,687 Class A shares at $38.60 each. The RSUs stem from a 09/30/2023 grant of 495,662 units vesting over three years; the 152,895 units represent one installment. Reported beneficial ownership moved from 417,576 shares down to 354,889 shares after the disposition. For investors, this is a routine executive vest-and-sell pattern consistent with scheduled equity compensation realization rather than an isolated large divestiture.
TL;DR: Transaction pattern aligns with standard executive compensation vesting and partial liquidation; disclosure appears complete and timely.
The Form 4 shows the CEO as both a director and officer and discloses acquisition of vested RSUs plus a sale of shares, with prices and post-transaction holdings reported. The explanatory note clarifies the original 09/30/2023 RSU grant and vesting schedule. The filing is signed by an attorney-in-fact, indicating proper execution. No amendments or additional arrangements are disclosed in this filing.