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Transdigm Group SEC Filings

TDG NYSE

Welcome to our dedicated page for Transdigm Group SEC filings (Ticker: TDG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

TransDigm Group Incorporated filings document operating results, material events and capital-structure activity for an aerospace components company listed on the New York Stock Exchange under TDG. Form 8-K reports include quarterly financial results, conference-call materials, acquisition-related events and exhibits furnished with company press releases.

The filing record also covers financing arrangements at subsidiary TransDigm Inc., including senior subordinated notes, term loans, indenture and guarantee disclosures. Governance filings report annual meeting voting outcomes, director elections, auditor ratification and advisory executive-compensation votes, alongside common-stock registration details and other material agreements.

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TransDigm Group (TDG) director Kevin Stein, reporting through the Fortuna Trust dated June 1, 2018, disclosed an option exercise and related share sales. On 11/20/2025, the trust exercised a stock option for 1,104 shares of common stock at an exercise price of $105.88 per share, originally granted in 2018 and expiring in 2028. The same day, the trust sold 655 shares at an average $1,360.3298, 400 shares at an average $1,361.5239, and 49 shares at an average $1,363.2231, with each sale reported as an average weighted price over a narrow range. After these transactions, the trust beneficially owned 8,158 shares of TransDigm common stock and 64,505 stock options, all reported as indirect ownership through the trust.

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TDG has a Form 144 filing indicating planned sales of restricted stock by a shareholder. The notice covers the potential sale of 1,104 common shares through broker Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $1,480,673.76. These shares were acquired on 11/20/2025 by exercising stock options for cash. The filing also reports prior Rule 10b5-1 sales for THE FORTUNA TRUST over the past three months, including 7,191 common shares sold on 11/18/2025 for $9,791,047.47 and 700 common shares sold on 10/27/2025 for $952,000.00.

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TransDigm Group Inc. (TDG) director Kevin Stein reported an option exercise and related share sales on 11/18/2025, all held indirectly through the Fortuna Trust dated June 1, 2018. A stock option for 7,191 shares of common stock was exercised at an adjusted price of $105.88 per share.

The shares acquired on exercise were then sold in multiple open-market transactions the same day, using weighted-average prices, with example sales including 3,580 shares at $1,360.2775 and 1,531 shares at $1,362.6356. The filing notes that the exercise price has been adjusted for dividends declared since August 1, 2022. After these transactions, the trust beneficially owns 8,158 shares of TransDigm common stock and 65,609 stock options.

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TransDigm Group Inc. (TDG) Co-Chief Operating Officer Joel Reiss reported an insider transaction involving company common stock. On 11/17/2025, he exercised a stock option to acquire 3,900 shares of TransDigm common stock at an exercise price of $284.97 per share and, on the same date, reported a series of open-market sales of common stock at average prices generally between about $1,326.16 and $1,353.92 per share. Following these transactions, he reported beneficial ownership of 3,600 shares of common stock held directly and 43,100 stock options held directly.

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A holder of TDG common stock filed a notice of proposed sale of 7,191 shares, with an aggregate market value of $9,605,522.07. The planned sale is to be executed through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 11/18/2025. The securities were acquired on the same date through an exercise of stock options for cash.

The issuer has 56,318,584 common shares outstanding, which serves as a baseline for the size of this planned sale. Over the prior three months, a related account, identified as 10b5-1 sales for The Fortuna Trust, sold 700 common shares for gross proceeds of $952,000.00. The seller represents that they are not aware of any undisclosed material adverse information about the issuer.

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TransDigm Group (TDG) has a Form 144 notice indicating a planned sale of 11,700 shares of common stock through Morgan Stanley Smith Barney LLC on 11/17/2025, to be traded on the NYSE. The shares were acquired the same day via a cash exercise of stock options for 11,700 shares. The issuer had 56,318,584 shares outstanding at the time referenced. Over the prior three months, the same seller disposed of 3,000 shares of common stock on each of 10/20/2025, 09/22/2025, and 08/20/2025, for gross proceeds of 4,218,208.06, 3,828,204.43, and 3,838,757.38, respectively.

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TransDigm Group Inc. (TDG) director and President & CEO Michael J. Lisman reported multiple open‑market purchases of common stock on 11/14/2025 through the Michael Lisman Declaration of Trust dated January 31, 2023. The trust acquired 1,954 shares of TransDigm common stock in several transactions, including 600 shares at $1,334.13 and additional blocks at weighted average prices of $1,337.3825, $1,338.5578, $1,341.4904, $1,342.9335, and $1,344.7603 per share. After these transactions, Lisman is reported as beneficially owning 1,954 shares indirectly via the trust and 2,309 shares directly, with the direct holdings noted as previously omitted from an earlier report.

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TransDigm Group (TDG) director W. Nicholas Howley, through the W. Nicholas Howley Family Trust, reported an option exercise and related stock sales. On 11/17/2025, the trust exercised a stock option for 2,736 shares of common stock at $50.92 per share, converting a derivative award into common shares. On the same date, the trust sold multiple small blocks of TransDigm common stock in open market transactions at weighted average prices generally between about $1,327 and $1,348 per share, as detailed in the footnotes. After these transactions, the trust held 21,547.513 shares of TransDigm common stock indirectly on behalf of the reporting person.

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TransDigm Group (TDG) insider plans a small stock sale under Rule 144. A holder has filed to sell 2,736 shares of TDG common stock through broker Stifel Nicolaus on the NYSE, with an aggregate market value of 3,652,334.00, versus 56,318,584 shares outstanding. The shares relate to a prior stock option exercise dated 11/10/2016, where 158,674 shares of common stock were acquired from the issuer and paid for in cash. The filing also reports a sale of 2,736 common shares on 08/15/2025 generating gross proceeds of 3,652,334.00. The seller represents that they are not aware of any undisclosed material adverse information about TransDigm’s current or future operations.

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TransDigm Group (TDG) filed its annual report summarizing a specialized aerospace components business with broad platform exposure and long product lifecycles. Management estimates that approximately 90% of fiscal 2025 net sales came from proprietary products, with about 55% from the aftermarket, which historically carries higher margins than OEM sales.

The company organizes operations into three segments: Power & Control, Airframe and Non‑aviation, serving airlines, OEMs, defense agencies and distributors. The customer base is diversified: the top ten customers accounted for ~40% of fiscal 2025 net sales, and no single customer exceeded 10%. TransDigm reported $3,296 million in net sales to foreign customers for the year ended September 30, 2025, highlighting its global footprint. As of October 31, 2025, there were 56,318,584 shares outstanding.

TDG notes significant indebtedness and outlines interest‑rate risk management using swaps, caps and collars. The company had approximately 16,500 employees as of September 30, 2025, with about 15% represented by labor unions. Key disclosed risks include cyclicality in commercial aerospace, supply chain pressures, regulatory and government contracting complexities, data security, and climate‑related regulations.

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FAQ

How many Transdigm Group (TDG) SEC filings are available on StockTitan?

StockTitan tracks 165 SEC filings for Transdigm Group (TDG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Transdigm Group (TDG)?

The most recent SEC filing for Transdigm Group (TDG) was filed on November 21, 2025.