Congress trades

Axalta Coating Systems Ltd. (AXTA)

NYSE · Basic Materials · 71 congress trades · last filed 5 months ago

20
Congress disclosures shown
20d
Median delay on the congress disclosures
of the 45 day limit
9 buys·11 sells
Purchases and sales in the disclosures shown
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About Axalta Coating Systems Ltd.

from the company's filings and listing, as of Oct 23, 2026
Exchange
NYSE
Sector
Basic Materials
Industry
Chemicals - Specialty
Chief executive
Chrishan Anthon Sebastian Villavarayan
Employees
12,200
Listed since
Nov 12, 2014
Market value
$7.5B
Price to earnings (12 mo)
21.5
Net income per share, as reported (12 mo)
$1.63
Dividend yield
-

www.axalta.com

Earnings

6 reported quarters · next on Oct 29, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 28, 2026$0.72$0.65$1.3B$1.3BEPS beatRevenue beat
Q1 FY2026reported Apr 30, 2026$0.56$0.50$1.3B$1.2BEPS beatRevenue beat
Q4 FY2025reported Feb 10, 2026$0.59$0.60$1.3B$1.3BEPS missRevenue in line
Q3 FY2025reported Oct 28, 2025$0.67$0.64$1.3B$1.3BEPS beatRevenue in line
Q2 FY2025reported Jul 30, 2025$0.64$0.61$1.3B$1.3BEPS beatRevenue miss
Q1 FY2025reported May 7, 2025$0.59$0.54$1.3B$1.4BEPS beatRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 21, 2026
ExecutiveSalaryStock awardsOtherTotal
Chris VillavarayanChief Executive Officer and President$1.1M$7.4M$1.1M$9.6M
Carl D. Anderson IISenior Vice President and Chief Financial Officer$710K$1.9M$496K$3.1M
Troy D. WeaverPresident, Global Refinish$615K$1.2M$333K$2.2M
Timothy Bowes$588K$1.1M$366K$2.1M
Hadi H. AwadaPresident, Global Mobility Coatings$588K$985K$414K$2.0M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
Artisan Partners Limited Partnership$1.1B31,733,342+10.2%14.83%
BlackRock, Inc.$668.5M19,536,552+2.5%9.13%
Barrow Hanley Mewhinney & Strauss LLC$599.0M17,505,233-4.1%8.18%
Vanguard Capital Management LLC$332.0M9,701,675+1.1%4.53%
Vanguard Portfolio Management LLC$325.8M9,520,1620.0%4.45%
Dimensional Fund Advisors LP$276.7M8,085,854+5.1%3.78%
State Street Corp$228.9M6,688,186+3.5%3.13%
D. E. Shaw & Co., Inc.$224.0M6,547,107+27.6%3.06%
FMR LLC$207.4M6,060,704+1.1%2.83%
Millennium Management LLC$187.1M5,466,995+31.4%2.55%
Massachusetts Financial Services Co$187.0M5,396,621-4.2%2.52%
Citigroup Inc$165.4M4,833,344+16.1%2.26%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding AXTA

3 managers
ManagerValueSharesShare of book
Seth KlarmanBaupost Group$43.6M1,274,3560.8%
Pentwater Capital Management$25.9M756,7620.2%
Magnetar Capital$25.6M747,2030.2%

3 of the 97 fund managers we track list AXTA shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Congress trades in AXTA

20 disclosures of 71 on record · median 20d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$1,001 - $15,000+17.2%After the saleS&P 500 +2.3% · +14.9 pts vs S&P 500May 21, 2026Jun 9, 202619d
Ro KhannaStockSale$1,001 - $15,000+13.8%After the saleS&P 500 +1.2% · +12.5 pts vs S&P 500May 26, 2026Jun 9, 202614d
Ro KhannaStockSale$1,001 - $15,000+12.6%After the saleS&P 500 +1.3% · +11.3 pts vs S&P 500May 27, 2026Jun 9, 202613d
Ro KhannaStockSale$1,001 - $15,000+25.8%After the saleS&P 500 +14.8% · +11.0 pts vs S&P 500Mar 18, 2026Apr 7, 202620d
Ro KhannaStockSale$1,001 - $15,000+5.8%After the saleS&P 500 +10.2% · -4.4 pts vs S&P 500Feb 3, 2026Mar 9, 202634d
Ro KhannaStockSale$1,001 - $15,000-0.4%After the saleS&P 500 +10.7% · -11.1 pts vs S&P 500Feb 4, 2026Mar 9, 202633d
Ro KhannaStockSale$1,001 - $15,000+1.0%After the saleS&P 500 +11.5% · -10.5 pts vs S&P 500Feb 12, 2026Mar 9, 202625d
Ro KhannaStockSale$1,001 - $15,000-2.3%After the saleS&P 500 +11.2% · -13.6 pts vs S&P 500Feb 17, 2026Mar 9, 202620d
Ro KhannaStockSale$1,001 - $15,000+0.3%After the saleS&P 500 +11.3% · -11.0 pts vs S&P 500Feb 23, 2026Mar 9, 202614d
Ro KhannaStockSale$1,001 - $15,000-0.1%After the saleS&P 500 +10.5% · -10.6 pts vs S&P 500Feb 24, 2026Mar 9, 202613d
Ro KhannaStockPurchase$1,001 - $15,000+21.5%S&P 500 +11.2% · +10.3 pts vs S&P 500Nov 3, 2025Dec 8, 202535d
Ro KhannaStockPurchase$1,001 - $15,000+22.3%S&P 500 +12.2% · +10.1 pts vs S&P 500Nov 5, 2025Dec 8, 202533d
Ro KhannaStockPurchase$1,001 - $15,000+20.9%S&P 500 +13.4% · +7.6 pts vs S&P 500Nov 6, 2025Dec 8, 202532d
Ro KhannaStockPurchase$1,001 - $15,000+17.8%S&P 500 +13.2% · +4.5 pts vs S&P 500Nov 7, 2025Dec 8, 202531d
Ro KhannaStockPurchase$1,001 - $15,000+18.7%S&P 500 +11.5% · +7.2 pts vs S&P 500Nov 10, 2025Dec 8, 202528d
Ro KhannaStockPurchase$1,001 - $15,000+15.1%S&P 500 +13.0% · +2.0 pts vs S&P 500Nov 13, 2025Dec 8, 202525d
Ro KhannaStockSale$1,001 - $15,000+22.8%After the saleS&P 500 +14.7% · +8.1 pts vs S&P 500Nov 19, 2025Dec 8, 202519d
Ro KhannaStockPurchase$1,001 - $15,000+15.0%S&P 500 +10.6% · +4.4 pts vs S&P 500Oct 28, 2025Nov 6, 20259d
Ro KhannaStockPurchase$1,001 - $15,000+15.8%S&P 500 +10.5% · +5.3 pts vs S&P 500Oct 29, 2025Nov 6, 20258d
Ro KhannaStockPurchase$1,001 - $15,000+19.1%S&P 500 +11.7% · +7.4 pts vs S&P 500Oct 30, 2025Nov 6, 20257d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

Every Congress trade in AXTA, filterable by party, chamber, type and account.

Questions

Which members of Congress have traded AXTA?

Ro Khanna disclosed AXTA transactions in the filings shown here.

How quickly are AXTA trades disclosed?

Congressional disclosures took a median of 20 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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