AIR AAR CORP

MIXED Impact: 6/10 Insider Cluster
Horizon days Filed Mar 26, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $6.9M total
Latest settled — T+20d ⚠ clustered
AIR ▼ -0.25% at T+20d
NEUTRAL call ✗ call lost -0.25% · α vs SPY -10.92% · entry $110.82 → $110.54
Next anchor: T+60d in 9d
Currently $129.01 · +16.41% from $110.82 entry
Entry anchored
Mar 25, 03:59 PM ET
via Databento tick
T+1d
-3.22%
call -3.22% · α -1.54%
$107.25
settled 3mo ago
T+5d
-0.94%
call -0.94% · α -2.57%
$109.78
settled 2mo ago
T+20d
-0.25%
call -0.25% · α -10.92%
$110.54
settled 7w ago
T+60d
call — · α —
in 9d

Price Chart

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Executive Summary

Analysis based on filing metadata only — document content was unavailable. Insider trading cluster involves CEO selling $7 million in shares following strong earnings, but non-cash derivative exercises dominate the activity. Cross-filing context shows recent positive earnings and guidance.

Key Financial Metrics

Direction
selling

Actionable Insight

Monitor for potential continued insider selling despite strong earnings; assess whether CEO's sale is portfolio diversification or reflects reduced conviction. The timing near a positive earnings release creates mixed signals for traders.

Key Facts

  • Insider trading cluster reported for AAR CORP (AIR) with activity over the past 7 days
  • CEO John Holmes sold $6.98 million in open-market transactions following earnings release
  • CEO also exercised derivatives for 124,450 shares (partially at $37.66/share, totaling $2.34 million in cost basis)
  • CFO received a non-cash stock award of 7,580 shares
  • Director Billy Nolen sold $173,385 in shares
  • Cluster occurs just 6 days after strong earnings report showing 25% sales growth and improved margins
  • Total open-market insider sales in cluster: ~$7.16 million, representing ~0.17% of $4.3B market cap

Financial Impact

$7.16 million in open-market sales by insiders, primarily CEO, following earnings beat

insider ownershipmarket sentimentshare supply

Risk Factors

  • Perception of insider selling after a strong quarter could dampen investor sentiment
  • Potential for further share sales by insiders if this marks the start of a divestment trend

Market Snapshot

Exchange
NYSE
Sector
Aircraft & Parts

Documents Analyzed

Report based on filing metadata.

5 reports for AIR
Performance horizon
Filters
Rows
Reports for AIR — sortable, filterable
Type Now
May 12, 2026
4w ago
8-K
NEUTRAL ★ 5/10
$111.51 $103.79▼ −6.92%▼ −7.00%$129.01 (+15.69%)
May 6, 2026
5w ago
8-K
MIXED ★ 5/10
$117.82 $107.47▼ −8.78%▼ −10.29%$129.01 (+9.50%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$110.54 $110.37▼ −0.15%▼ −1.06%$129.01 (+16.71%)
Mar 26, 2026
11w ago
Insider Cluster
MIXED ★ 5/10
$110.82 $109.78▼ −0.94%▼ −2.57%$129.01 (+16.41%)
Mar 26, 2026
11w ago
Insider Cluster
MIXED ★ 6/10
$110.82 $109.78▼ −0.94%▼ −2.57%$129.01 (+16.41%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (49h 41m)

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