[Form 4] TransDigm Group INC Insider Trading Activity
TransDigm Group Inc. director W. Nicholas Howley reported multiple transactions in the issuer's common stock on 09/15/2025.
Rhea-AI Filing Summary
TransDigm Group Inc. director W. Nicholas Howley reported multiple transactions in the issuer's common stock on 09/15/2025. The filing shows an acquisition of 2,736 shares via exercise related to a stock option with an adjusted exercise price of $50.92. The reporting person also sold a series of batches totaling 2,736 shares at weighted prices in a range from approximately $1,273.69 to $1,288.21. Following these transactions, the reporting person (through the W. Nicholas Howley Family Trust u/a/d 4/23/99) is shown as beneficially owning 21,547.513 shares of TransDigm common stock.
Positive
- None.
Negative
- None.
Insights
TL;DR: Director exercised options and immediately sold an equal number of shares, resulting in a net reported holding of 21,547.513 shares.
The Form 4 indicates a classic option exercise followed by block sales on the same date. The exercise price listed ($50.92, adjusted for dividends) is materially below the sale prices reported (approx. $1,274–$1,288), implying the exercise funded the disposals and realized substantial per-share proceeds. The ownership is reported indirectly via a family trust. For investors this is a routine insider liquidity event rather than a clear signal of change in conviction; volumes reported are modest relative to typical market capitalization for a large issuer.
TL;DR: Transactions are disclosed under Section 16; they reflect compliance with reporting and use of a 10b5-1 plan as indicated on the form.
The filer checked the box indicating the trades were made pursuant to a written plan intended to satisfy Rule 10b5-1 affirmative defense. The pattern—exercise of options and contemporaneous sales—matches a pre-established liquidity arrangement. Ownership remains held indirectly through a named family trust, which is properly reported. No amendment or other governance red flags are present in the filing itself.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Option | 2,736 | $0.00 | $0.00 |
| Exercise | Common Stock | 2,736 | $50.92 | $139K |
| Sale | Common Stock | 150 | $1,273.90 | $191K |
| Sale | Common Stock | 165 | $1,276.40 | $211K |
| Sale | Common Stock | 195 | $1,277.70 | $249K |
| Sale | Common Stock | 378 | $1,278.72 | $483K |
| Sale | Common Stock | 160 | $1,280.74 | $205K |
| Sale | Common Stock | 186 | $1,282.68 | $239K |
| Sale | Common Stock | 289 | $1,284.10 | $371K |
| Sale | Common Stock | 471 | $1,285.07 | $605K |
| Sale | Common Stock | 502 | $1,286.19 | $646K |
| Sale | Common Stock | 150 | $1,287.60 | $193K |
| Sale | Common Stock | 90 | $1,288.54 | $116K |
Footnotes (11)
- F1. The exercise price has been adjusted for dividends declared since August 1, 2022.
- F2. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,273.69 - $1,274.09. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F3. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,276.18 - $1,276.61. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F4. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,277.21 - $1,278.14. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F5. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,278.27 - $1,279.23. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F6. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,280.27 - $1,281.20. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F7. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,282.39 - $1,283.15. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F8. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,283.53 - $1,284.49. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F9. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,284.59 - $1,285.51. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F10. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,285.94 - $1,286.54. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
- F11. Price reported constitutes the average weighted price of shares sold. Shares were sold at varying prices in the range of $1,287.24 - $1,288.21. The reporting person hereby undertakes, upon request of the Commission, the issuer or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price.
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