
Insider and congress filings
TransDigm Group Incorporated (TDG)
NYSE · Industrials · 352 insider filings · 61 congress trades · last filed 23 days agoS&P 500
About TransDigm Group Incorporated
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Chief executive
- Michael J. Lisman
- Employees
- 16,500
- Listed since
- Mar 15, 2006
- Market value
- $63.0B
- Price to earnings
- 34.2
- Earnings per share
- $36.77
- Dividend yield
- 8.00%
Earnings
6 reported quarters · next on Nov 11, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Aug 4, 2026 | $10.87 | $10.30 | $2.7B | $2.7B | EPS beatRevenue beat |
| Q2 FY2026reported May 5, 2026 | $9.85 | $9.46 | $2.5B | $2.5B | EPS beatRevenue beat |
| Q1 FY2026reported Feb 3, 2026 | $8.23 | $8.10 | $2.3B | $2.3B | EPS beatRevenue in line |
| Q4 FY2025reported Nov 12, 2025 | $10.82 | $10.04 | $2.4B | $2.4B | EPS beatRevenue beat |
| Q3 FY2025reported Aug 5, 2025 | $9.60 | $9.89 | $2.2B | $2.3B | EPS missRevenue miss |
| Q2 FY2025reported May 6, 2025 | $9.11 | $8.96 | $2.1B | $2.2B | EPS beatRevenue in line |
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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Jan 23, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Joel B. ReissCo-Chief Operating Officer | $768K | $0 | $38.7M | $39.5M |
| Michael J. LismanCo-Chief Operating Officer | $768K | $0 | $33.1M | $33.9M |
| Kevin M. SteinPresident, Chief Executive Officer, and Director | $1.5M | $0 | $23.7M | $25.2M |
| Sarah L. WynneChief Financial Officer | $721K | $0 | $15.1M | $15.9M |
| Patrick J. MurphyCo-Chief Operating Officer | $551K | $0 | $13.3M | $13.8M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Capital International Investors | $6.7B | 5,062,682 | -7.9% | 8.74% |
| Blackrock, Inc. | $6.5B | 4,871,505 | +5.9% | 8.41% |
| Capital World Investors | $5.7B | 4,274,109 | -8.4% | 7.38% |
| Vanguard Capital Management LLC | $4.9B | 3,653,511 | -0.4% | 6.31% |
| Capital Research Global Investors | $4.2B | 3,119,490 | -0.8% | 5.39% |
| Vanguard Portfolio Management LLC | $3.4B | 2,580,994 | +0.3% | 4.46% |
| State Street Corp | $3.4B | 2,559,096 | +1.7% | 4.42% |
| Principal Financial Group Inc | $2.3B | 1,709,129 | -15.1% | 2.95% |
| Geode Capital Management, LLC | $1.7B | 1,286,385 | +0.8% | 2.22% |
| FMR LLC | $1.5B | 1,091,534 | -19.7% | 1.89% |
| Soroban Capital Partners LP | $1.2B | 898,197 | +4.9% | 1.55% |
| Altarock Partners LLC | $1.2B | 875,755 | -3.7% | 1.51% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
6 filings of 352 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| W. Nicholas HowleyDirector | Sold · 14 lines | 10,132 | $1236.28 | $12.5M | Aug 18, 2026 | 1d |
| Joel ReissCo-Chief Operating Officer | Sold · 19 lines | 3,900 | $1238.76 | $4.8M | Aug 17, 2026 | 1d |
| W. Nicholas HowleyDirector | Sold · 12 lines | 10,132 | $1216.08 | $12.3M | Jul 20, 2026 | 1d |
| Joel ReissCo-Chief Operating Officer | Sold · 18 lines | 2,686 | $1215.41 | $3.3M | Jul 15, 2026 | 2d |
| Joel ReissCo-Chief Operating Officer | Sold · 4 lines | 414 | $1231.11 | $510K | Jul 15, 2026 | 2d |
| W. Nicholas HowleyDirector | Sold · 9 lines | 6,763 | $1319.23 | $8.9M | Jun 18, 2026 | 4d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in TDG
20 disclosures of 61 on record · median 20d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -13.9%S&P +2.9% · vs S&P 500 -16.9% | Jul 28, 2026 | Aug 3, 2026 | 6d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | -1.3%S&P +20.2% · vs S&P 500 -21.5% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -5.9%S&P +2.8% · vs S&P 500 -8.7% | May 21, 2026 | Jun 5, 2026 | 15d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -6.2%S&P +2.4% · vs S&P 500 -8.6% | May 22, 2026 | Jun 5, 2026 | 14d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -5.3%S&P +2.9% · vs S&P 500 -8.2% | May 13, 2026 | Jun 5, 2026 | 23d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -8.4%S&P +4.4% · vs S&P 500 -12.8% | May 7, 2026 | Jun 5, 2026 | 29d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -6.4%S&P +3.5% · vs S&P 500 -9.9% | May 8, 2026 | Jun 5, 2026 | 28d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -10.7%S&P +9.1% · vs S&P 500 -19.8% | Apr 15, 2026 | May 6, 2026 | 21d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -10.7%S&P +7.7% · vs S&P 500 -18.5% | Apr 20, 2026 | May 6, 2026 | 16d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -0.4%S&P +7.3% · vs S&P 500 -7.7% | Apr 29, 2026 | May 6, 2026 | 7d |
| April McClain DelaneyDependent child | Stock | Purchase | $15,001 - $50,000 | -7.4%S&P +8.9% · vs S&P 500 -16.2% | Apr 16, 2026 | May 6, 2026 | 20d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -10.1%S&P +7.5% · vs S&P 500 -17.7% | Apr 17, 2026 | May 6, 2026 | 19d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -2.7%S&P +15.7% · vs S&P 500 -18.4% | Mar 25, 2026 | Apr 7, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -9.8%S&P +13.9% · vs S&P 500 -23.7% | Mar 16, 2026 | Apr 7, 2026 | 22d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -21.1%S&P +10.2% · vs S&P 500 -31.3% | Jan 30, 2026 | Feb 13, 2026 | 14d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -14.3%S&P +10.4% · vs S&P 500 -24.7% | Dec 24, 2025 | Jan 12, 2026 | 19d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -16.7%S&P +15.5% · vs S&P 500 -32.1% | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -11.1%S&P +14.8% · vs S&P 500 -25.8% | Oct 17, 2025 | Nov 18, 2025 | 32d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -13.4%S&P +14.6% · vs S&P 500 -28.0% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -15.7%S&P +31.1% · vs S&P 500 -46.8% | Oct 29, 2024 | Sep 12, 2025 | 318d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
4 members · estimate, as of Sep 10, 20264 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| April McClain Delaney | Democrat · House | $100,001 - $250,000 | 2.7% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| William R. Keating | Democrat · House | $1,001 - $15,000 | 0.8% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (4)
| Insider | Event | Shares | Date |
|---|---|---|---|
| W. Nicholas HowleyDirector | Option exercise | 10,132 | Aug 18, 2026 |
| Joel ReissCo-Chief Operating Officer | Option exercise | 3,900 | Aug 17, 2026 |
| W. Nicholas HowleyDirector | Option exercise | 10,132 | Jul 20, 2026 |
| Joel ReissCo-Chief Operating Officer | Option exercise | 3,900 | Jul 15, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling TDG?
Across the 6 most recent open-market filings shown here, 0 were purchases and 6 were sales.
Which members of Congress have traded TDG?
April McClain Delaney, Alan Armstrong, Gilbert Ray Cisneros, Jr., Val T. Hoyle disclosed TDG transactions in the filings shown here.
Which members of Congress hold TDG?
4 members of Congress report a position in TDG in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to April McClain Delaney, Josh Gottheimer and William R. Keating. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is TDG in the S&P 500 or the Nasdaq 100?
TransDigm Group Incorporated is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are TDG trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 20 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
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 Sep 10, 2026.
