Transdigm Group SEC Filings

TransDigm Group (TDG) reported a Form 144 notice for a proposed sale of 580 common shares with an aggregate market value of $788,394.00. The contemplated sales are listed for execution through Morgan Stanley Smith Barney LLC on the NYSE with an approximate sale date of 10/27/2025.

The shares were acquired on 10/27/2025 via an exercise of stock options for 580 shares, paid in cash. In the past three months, the filer also reported 290 shares sold on 08/01/2025 for $461,906.20 under a 10b5-1 plan.

TransDigm (TDG): A shareholder filed a Form 144 notice to sell up to 700 shares of common stock through Morgan Stanley Smith Barney LLC. The filing lists an aggregate market value of 951,510 and identifies the NYSE as the exchange.

The seller acquired 700 shares on 10/27/2025 via the exercise of stock options, with payment in cash on the same date. The filing also notes 56,350,285 shares outstanding.

TransDigm Group Incorporated announced two Board appointments. On October 23, 2025, the Board named Michael Lisman, the Company’s President and CEO, and Peter Palmer, a former Executive Vice President, as directors, effective immediately.

Lisman previously served as Co-Chief Operating Officer, Chief Financial Officer and Executive Vice President, including leading M&A. Palmer retired at the end of 2024 after a 24-year career, with leadership roles across operating units and experience in governance and mergers and acquisitions. Neither appointee was assigned to Board committees, and the Company disclosed no related party transactions under Item 404(a).

TransDigm Group (TDG): insider transaction — Co‑Chief Operating Officer Joel Reiss exercised 3,000 stock options at $284.97 and, on the same day (10/20/2025), sold 3,000 common shares in multiple open‑market trades.

The reported sales were executed in tranches priced between $1,272.04 and $1,284.00, with several weighted‑average prices disclosed. Following these transactions, Mr. Reiss reported 3,600 common shares beneficially owned directly. He also reported 47,000 derivative securities (stock options) beneficially owned, with the exercised option series having an exercise price of $284.97, first exercisable on 09/30/2021 and expiring on 11/08/2027.

TransDigm Group (TDG): Director W. Nicholas Howley, through the W. Nicholas Howley Family Trust u/a/d 4/23/99, reported an option exercise and related share sales on 10/15/2025. The trust exercised stock options for 2,736 shares at $50.92 per share (exercise price adjusted for dividends declared since August 1, 2022) and executed multiple sales totaling 2,736 shares.

Sale prices were recorded at weighted averages across individual trades, with disclosed ranges from $1,291.6700 to $1,308.24. Following these transactions, the trust beneficially owns 21,547.513 shares of common stock indirectly. The filing also shows 1,881 derivative securities remaining beneficially owned indirectly after the reported transactions.

TransDigm Group Incorporated filed an 8-K to report that it has completed the acquisition of the Simmonds Precision Products, Inc. business from RTX Corporation. The purchase price was approximately $765 million in cash, which includes certain tax benefits. TransDigm Group financed the deal using cash on hand, meaning it did not need to raise external financing for this transaction. The acquisition had previously been announced when the definitive agreement was signed, and this filing confirms that the transaction has now closed. A press release with additional details is included as an exhibit and incorporated by reference.

TransDigm Group Incorporated reports that, as previously announced, Kevin M. Stein retired as President and Chief Executive Officer on September 30, 2025, and Michael J. Lisman has succeeded him as the Company’s new President and Chief Executive Officer. Mr. Stein continues to serve on the Board of Directors.

Effective October 1, 2025, Mr. Stein entered into a Consulting Agreement with TransDigm under which he will act as an advisor to support the executive transition for up to twenty-four months. For these services, he will receive consulting fees of $25,000 per month. Under his existing Stock Option Agreements, his previously awarded stock options remain eligible to vest while he continues to serve the Company, and under the Consulting Agreement he has agreed to forfeit a certain portion of the outstanding options granted during his tenure as Chief Executive Officer.

TransDigm Group (TDG) disclosed the appointment of Mr. Lisman as President and Chief Executive Officer and stated the company executed a Second Amended and Restated Employment Agreement with him dated October 1, 2025. That agreement is filed as Exhibit 10.1 to the current report and is incorporated by reference. The filing also says there are no family relationships between Mr. Lisman and any director or executive officer and no related‑party transactions with him reportable under Regulation S‑K Item 404(a). The disclosure is procedural and focuses on governance and disclosure compliance rather than financial metrics.

TransDigm (TDG) insider activity: Joel Reiss, listed as Co-Chief Operating Officer, reported transactions dated 09/22/2025. He exercised a stock option covering 3,000 shares at an exercise price of $284.97 and simultaneously sold 3,000 common shares in multiple trades at weighted average prices reported in ranges of approximately $1,270.01 to $1,279.40 per share.

After these transactions Reiss beneficially owned 3,600 shares of common stock and continued to hold 50,000 stock options exercisable through 11/08/2027. The Form 4 was signed by an attorney-in-fact on 09/24/2025 and includes weighted-average price explanations for the sales.