
Insider and congress filings
TransDigm Group Incorporated (TDG)
NYSE · Industrials · 405 insider transactions · 62 congress trades · last filed 10 days agoS&P 500
About TransDigm Group Incorporated
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Chief executive
- Michael J. Lisman
- Employees
- 16,500
- Listed since
- Mar 15, 2006
- Market value
- $61.1B
- Price to earnings (12 mo)
- 33.5
- Net income per share, as reported (12 mo)
- $37.09
- Dividend yield
- -
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 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 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 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% | 4.40% |
| 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 LP | $1.2B | 875,755 | -3.7% | 1.51% |
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 TDG
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Soroban Capital Partners | $1.2B | 898,197 | 2.5% |
| Third PointDan Loeb | $105.2M | 79,000 | 2.2% |
| Lone Pine CapitalStephen Mandel | $38.0M | 28,532 | 0.2% |
3 of the 97 fund managers we track list TDG 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.
Open-market insider trades
4 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Joel ReissCo-Chief Operating Officer | Sold · scheduled · 17 lines | 3,740 | $1128.68 | $4.2M | Oct 15, 2026filed Oct 16, 2026 | 1d |
| Joel ReissCo-Chief Operating Officer | Sold · scheduled · 24 lines | 3,680 | $1094.42 | $4.0M | Sep 15, 2026filed Sep 16, 2026 | 1d |
| W. Nicholas HowleyDirector | Sold · scheduled · 14 lines | 10,132 | $1236.28 | $12.5M | Aug 18, 2026filed Aug 19, 2026 | 1d |
| Joel ReissCo-Chief Operating Officer | Sold · scheduled · 12 lines | 1,290 | $1243.54 | $1.6M | Aug 17, 2026filed Aug 18, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (13)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Joel ReissCo-Chief Operating Officer | Option exercise | 4,100 | Oct 15, 2026 |
| Peter PalmerDirector | Stock award | 34 | Sep 18, 2026 |
| W. Nicholas HowleyDirector | Stock award | 126 | Sep 18, 2026 |
| Robert J. SmallDirector | Stock award | 52 | Sep 18, 2026 |
| Irina Igorevna KrasikDirector | Stock award | 13 | Sep 18, 2026 |
| Michele SantanaDirector | Stock award | 34 | Sep 18, 2026 |
| Sean P. HennessyDirector | Stock award | 46 | Sep 18, 2026 |
| Gary E. McCulloughDirector | Stock award | 41 | Sep 18, 2026 |
| David BarrDirector | Stock award | 46 | Sep 18, 2026 |
| Jane M. CroninDirector | Stock award | 34 | Sep 18, 2026 |
| Michael GraffDirector | Stock award | 34 | Sep 18, 2026 |
| Joel ReissCo-Chief Operating Officer | Option exercise | 3,900 | Sep 15, 2026 |
| W. Nicholas HowleyDirector | Option exercise | 10,132 | Aug 18, 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.
Congress trades in TDG
20 disclosures of 62 on record · median 19d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| April McClain DelaneyDependent child | Stock | Sale | $100,001 - $250,000 | -7.4%After the saleS&P 500 -0.8% · -6.6 pts vs S&P 500 | Aug 25, 2026 | Sep 9, 2026 | 15d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -15.5%S&P 500 +2.6% · -18.1 pts vs S&P 500 | Jul 28, 2026 | Aug 3, 2026 | 6d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -3.1%S&P 500 +19.8% · -22.9 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -11.0%S&P 500 +3.9% · -14.9 pts vs S&P 500 | May 7, 2026 | Jun 5, 2026 | 29d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -9.1%S&P 500 +3.0% · -12.1 pts vs S&P 500 | May 8, 2026 | Jun 5, 2026 | 28d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -8.0%S&P 500 +2.4% · -10.4 pts vs S&P 500 | May 13, 2026 | Jun 5, 2026 | 23d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -8.6%S&P 500 +2.3% · -10.9 pts vs S&P 500 | May 21, 2026 | Jun 5, 2026 | 15d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -9.0%S&P 500 +1.9% · -10.9 pts vs S&P 500 | May 22, 2026 | Jun 5, 2026 | 14d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -13.3%S&P 500 +8.6% · -21.9 pts vs S&P 500 | Apr 15, 2026 | May 6, 2026 | 21d |
| April McClain DelaneyDependent child | Stock | Purchase | $15,001 - $50,000 | -10.0%S&P 500 +8.3% · -18.4 pts vs S&P 500 | Apr 16, 2026 | May 6, 2026 | 20d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -12.7%S&P 500 +7.0% · -19.7 pts vs S&P 500 | Apr 17, 2026 | May 6, 2026 | 19d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -13.3%S&P 500 +7.2% · -20.5 pts vs S&P 500 | Apr 20, 2026 | May 6, 2026 | 16d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | -3.3%S&P 500 +6.8% · -10.1 pts vs S&P 500 | Apr 29, 2026 | May 6, 2026 | 7d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -11.5%S&P 500 +13.6% · -25.0 pts vs S&P 500 | Mar 16, 2026 | Apr 7, 2026 | 22d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -4.5%After the saleS&P 500 +15.3% · -19.8 pts vs S&P 500 | Mar 25, 2026 | Apr 7, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -22.6%S&P 500 +9.8% · -32.4 pts vs S&P 500 | Jan 30, 2026 | Feb 13, 2026 | 14d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -15.9%After the saleS&P 500 +10.1% · -25.9 pts vs S&P 500 | Dec 24, 2025 | Jan 12, 2026 | 19d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -18.2%S&P 500 +15.1% · -33.3 pts vs S&P 500 | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -12.7%S&P 500 +14.4% · -27.1 pts vs S&P 500 | Oct 17, 2025 | Nov 18, 2025 | 32d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -15.0%After the saleS&P 500 +14.2% · -29.2 pts vs S&P 500 | Sep 23, 2025 | Oct 10, 2025 | 17d |
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.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in TDG, filterable by party, chamber, type and account.
Members of Congress reporting a position
4 members · estimate, as of Oct 25, 20264 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| 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 Oct 25, 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.
Questions
Are insiders buying or selling TDG?
Across the 4 most recent open-market filings shown here, 0 were purchases and 4 were sales. 4 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded TDG?
April McClain Delaney, Alan Armstrong, Gilbert Ray Cisneros, Jr. and 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 Oct 25, 2026. The largest estimated position belongs to Lucy McBath; the next largest, in the $1,001 - $15,000 band, include 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 Oct 26, 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 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 19 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 Oct 26, 2026.
