[Form 4] TransDigm Group INC Insider Trading Activity
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 | -- |
| 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 (1)
- The exercise price has been adjusted for dividends declared since August 1, 2022. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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.
