Transdigm Group SEC Filings

TransDigm Group Inc. reported an insider stock transaction by its Co-Chief Operating Officer, Patrick J. Murphy. On 01/02/2026, Murphy exercised a stock option to acquire 290 shares of TransDigm common stock at an exercise price of $269.42 per share. On the same day, he sold 290 shares of common stock at a price of $1,329.03 per share.

After these transactions, Murphy beneficially owned 1,055 shares of TransDigm common stock directly and held 1,450 stock options as derivative securities.

An affiliated trust of the issuer for ticker TDG has filed a notice of proposed common stock sales under Rule 144. The filing states that 25,000 common shares are to be sold through Morgan Stanley Smith Barney LLC, with an aggregate market value of 33963750.00, and notes that 56,318,584 common shares were outstanding. The approximate sale date is listed as 01/05/2026 on the NYSE.

The 25,000 shares were acquired on 01/05/2026 via the exercise of stock options, paid in cash on the same date. The filing also lists recent 10b5-1 plan sales for THE FORTUNA TRUST U/T/A DTD 06/01/2018, including 17,526 shares sold on 12/04/2025 for gross proceeds of 23875414.18, along with several additional smaller sales in late 2025. The signer represents that they do not know any material adverse, nonpublic information about the issuer.

An affiliate of TDG filed a notice to sell 290 common shares through Morgan Stanley Smith Barney LLC on the NYSE. The shares have an indicated aggregate market value of 385,656.50, compared with 56,318,584 shares outstanding of the same class. The seller acquired the 290 shares on 01/02/2026 by exercising stock options for cash on that same date.

Over the prior three months, the same account executed additional Rule 10b5‑1 sales of TDG common stock: 290 shares on 12/01/2025 for gross proceeds of 391,807.40, 290 shares on 11/03/2025 for 379,900.00, and 580 shares on 10/27/2025 for 785,760.80. The signer represents that they are not aware of undisclosed material adverse information about the issuer.

TransDigm Group Incorporated has signed a definitive agreement to acquire Stellant Systems, Inc. for approximately $960 million in cash, including certain tax benefits. Stellant designs and manufactures high-power electronic components and subsystems for the aerospace and defense market, focusing on highly engineered, proprietary products with meaningful aftermarket demand.

Stellant is expected to generate about $300 million in revenue for the calendar year ending December 31, 2025, with approximately 50% of its revenue from the aftermarket and nearly all from proprietary products. The business operates manufacturing locations in California, Pennsylvania, New York, and Massachusetts and employs roughly 950 people. The acquisition remains subject to U.S. regulatory approvals and customary closing conditions.

TransDigm Group Inc.’s Co-Chief Operating Officer reported an option exercise and related stock sales. On 12/15/2025, he exercised 3,900 stock options at an exercise price of $284.97 per share and received the same number of TransDigm common shares. The filing then shows multiple open-market sales of TransDigm common stock that day in small blocks at weighted-average prices within ranges from about $1,282.12 to $1,311.40. After these transactions, he directly beneficially owned 3,600 shares of common stock and held 39,200 stock options that remain outstanding.

TransDigm Group Inc. director reports option exercise and share sales. On 12/10/2025, the reporting person exercised a stock option for 4,700 shares of TransDigm common stock at an exercise price of $66.47 per share and acquired those shares. The same day, they sold a total of 4,700 shares in three open market transactions: 580 shares at a weighted average price of $1,289.3197, 4,046 shares at $1,290.2959, and 74 shares at $1,291.0322, leaving 5,625 shares held directly.

The option covered 4,700 shares of common stock, was exercisable beginning 09/30/2018, and was set to expire on 11/08/2027. After these transactions, the reporting person also continues to hold significant indirect ownership, including 366,141 shares through Stockbridge Fund, L.P., 68,139 shares through Stockbridge Partners LLC, and 60,246 shares through family trusts.

An affiliate of TDG has filed a notice to sell common stock. The filing covers a proposed sale of 4,700 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE, with an aggregate market value of $6,063,878.90. The issuer had 56,318,584 shares outstanding at the time referenced. The shares to be sold were acquired on 12/10/2025 by exercising stock options under a registered plan, with the purchase price paid in cash on the same date. The notice also confirms that the seller represents not knowing any undisclosed material adverse information about the issuer’s current or prospective operations.

TransDigm Group director Robert J. Small reported sales of the company’s common stock in a Form 4 filing. On 12/09/2025, entities associated with him sold 75,673 and 15,280 shares of TransDigm common stock at $1,335.72 per share.

After these transactions, 366,141 shares are held indirectly through Stockbridge Fund, L.P., 68,139 shares through Stockbridge Partners LLC, and 60,246 shares through certain family trusts, with an additional 5,625 shares held directly. The filing states that Small may be deemed to share voting and dispositive power over these holdings but disclaims beneficial ownership beyond any pecuniary interest.

A shareholder of TDG has given notice of intent to sell 100,000 shares of common stock through Goldman, Sachs & Co., with an aggregate market value of $134,717,000. The notice states that there are 56,318,584 shares of this common stock outstanding and that the proposed sale is to be made on the NYSE on or about 12/09/2025.

In addition, the disclosure shows that Stockbridge Partners LLC sold 5,000 shares of the same common stock in the past three months, on 09/12/2025, for gross proceeds of $6,384,923.50. The seller represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.