Insider and congress filings

TransDigm Group Incorporated (TDG)

NYSE · Industrials · 405 insider transactions · 62 congress trades · last filed 10 days agoS&P 500

4
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·4 sells
Purchases and sales in the filings shown
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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
-

www.transdigm.com

Earnings

6 reported quarters · next on Nov 11, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Aug 4, 2026$10.87$10.30$2.7B$2.7BEPS beatRevenue beat
Q2 FY2026reported May 5, 2026$9.85$9.46$2.5B$2.5BEPS beatRevenue beat
Q1 FY2026reported Feb 3, 2026$8.23$8.10$2.3B$2.3BEPS beatRevenue in line
Q4 FY2025reported Nov 12, 2025$10.82$10.04$2.4B$2.4BEPS beatRevenue beat
Q3 FY2025reported Aug 5, 2025$9.60$9.89$2.2B$2.3BEPS missRevenue miss
Q2 FY2025reported May 6, 2025$9.11$8.96$2.1B$2.2BEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesShares vs prior qtr% of shares out
Capital International Investors$6.7B5,062,682-7.9%8.74%
BlackRock, Inc.$6.5B4,871,505+5.9%8.41%
Capital World Investors$5.7B4,274,109-8.4%7.38%
Vanguard Capital Management LLC$4.9B3,653,511-0.4%6.31%
Capital Research Global Investors$4.2B3,119,490-0.8%5.39%
Vanguard Portfolio Management LLC$3.4B2,580,994+0.3%4.46%
State Street Corp$3.4B2,559,096+1.7%4.40%
Principal Financial Group Inc$2.3B1,709,129-15.1%2.95%
Geode Capital Management, LLC$1.7B1,286,385+0.8%2.22%
FMR LLC$1.5B1,091,534-19.7%1.89%
Soroban Capital Partners LP$1.2B898,197+4.9%1.55%
Altarock Partners LP$1.2B875,755-3.7%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
ManagerValueSharesShare of book
Soroban Capital Partners$1.2B898,1972.5%
Third PointDan Loeb$105.2M79,0002.2%
Lone Pine CapitalStephen Mandel$38.0M28,5320.2%

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.

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Open-market insider trades

4 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Joel ReissCo-Chief Operating OfficerSold · scheduled · 17 lines3,740$1128.68$4.2MOct 15, 2026filed Oct 16, 20261d
Joel ReissCo-Chief Operating OfficerSold · scheduled · 24 lines3,680$1094.42$4.0MSep 15, 2026filed Sep 16, 20261d
W. Nicholas HowleyDirectorSold · scheduled · 14 lines10,132$1236.28$12.5MAug 18, 2026filed Aug 19, 20261d
Joel ReissCo-Chief Operating OfficerSold · scheduled · 12 lines1,290$1243.54$1.6MAug 17, 2026filed Aug 18, 20261d

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)
InsiderEventSharesDate
Joel ReissCo-Chief Operating OfficerOption exercise4,100Oct 15, 2026
Peter PalmerDirectorStock award34Sep 18, 2026
W. Nicholas HowleyDirectorStock award126Sep 18, 2026
Robert J. SmallDirectorStock award52Sep 18, 2026
Irina Igorevna KrasikDirectorStock award13Sep 18, 2026
Michele SantanaDirectorStock award34Sep 18, 2026
Sean P. HennessyDirectorStock award46Sep 18, 2026
Gary E. McCulloughDirectorStock award41Sep 18, 2026
David BarrDirectorStock award46Sep 18, 2026
Jane M. CroninDirectorStock award34Sep 18, 2026
Michael GraffDirectorStock award34Sep 18, 2026
Joel ReissCo-Chief Operating OfficerOption exercise3,900Sep 15, 2026
W. Nicholas HowleyDirectorOption exercise10,132Aug 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
April McClain DelaneyDependent childStockSale$100,001 - $250,000-7.4%After the saleS&P 500 -0.8% · -6.6 pts vs S&P 500Aug 25, 2026Sep 9, 202615d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-15.5%S&P 500 +2.6% · -18.1 pts vs S&P 500Jul 28, 2026Aug 3, 20266d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000-3.1%S&P 500 +19.8% · -22.9 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-11.0%S&P 500 +3.9% · -14.9 pts vs S&P 500May 7, 2026Jun 5, 202629d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-9.1%S&P 500 +3.0% · -12.1 pts vs S&P 500May 8, 2026Jun 5, 202628d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-8.0%S&P 500 +2.4% · -10.4 pts vs S&P 500May 13, 2026Jun 5, 202623d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-8.6%S&P 500 +2.3% · -10.9 pts vs S&P 500May 21, 2026Jun 5, 202615d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-9.0%S&P 500 +1.9% · -10.9 pts vs S&P 500May 22, 2026Jun 5, 202614d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-13.3%S&P 500 +8.6% · -21.9 pts vs S&P 500Apr 15, 2026May 6, 202621d
April McClain DelaneyDependent childStockPurchase$15,001 - $50,000-10.0%S&P 500 +8.3% · -18.4 pts vs S&P 500Apr 16, 2026May 6, 202620d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-12.7%S&P 500 +7.0% · -19.7 pts vs S&P 500Apr 17, 2026May 6, 202619d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-13.3%S&P 500 +7.2% · -20.5 pts vs S&P 500Apr 20, 2026May 6, 202616d
April McClain DelaneyDependent childStockPurchase$1,001 - $15,000-3.3%S&P 500 +6.8% · -10.1 pts vs S&P 500Apr 29, 2026May 6, 20267d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-11.5%S&P 500 +13.6% · -25.0 pts vs S&P 500Mar 16, 2026Apr 7, 202622d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-4.5%After the saleS&P 500 +15.3% · -19.8 pts vs S&P 500Mar 25, 2026Apr 7, 202613d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-22.6%S&P 500 +9.8% · -32.4 pts vs S&P 500Jan 30, 2026Feb 13, 202614d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-15.9%After the saleS&P 500 +10.1% · -25.9 pts vs S&P 500Dec 24, 2025Jan 12, 202619d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-18.2%S&P 500 +15.1% · -33.3 pts vs S&P 500Nov 18, 2025Dec 15, 202527d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-12.7%S&P 500 +14.4% · -27.1 pts vs S&P 500Oct 17, 2025Nov 18, 202532d
Val T. HoyleSpouseStockSale$1,001 - $15,000-15.0%After the saleS&P 500 +14.2% · -29.2 pts vs S&P 500Sep 23, 2025Oct 10, 202517d

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.

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, 2026

4 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Lucy McBathDemocrat · House$15,001 - $50,0000.3%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%
William R. KeatingDemocrat · House$1,001 - $15,0000.8%
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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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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