AIR AAR CORP Insider Trading

CEO Holmes John McClain III sold 86,175 shares for $9,561,342.09 in 3 separate transactions, reducing holdings by 26.8% from $110.95 average price

Holmes John McClain III, Chairman, President & CEO, executed 3 separate sales totaling 86,175 shares for $9,561,342.09 at a blended average price of $110.95, reducing his post-transaction holdings to 235,064 shares from 321,239 shares (a 26.8% reduction). The sales occurred at $112.41 on 2026-03-26 and at $107.60 on 2026-03-27, while the current price stands at $103.16, down 13.9% from the 52-week high of $119.77. His cross-ticker track record shows 20 prior sells with a 50.00% well-timed rate, though his 5 recent prior trades at AIR each showed positive 30-day returns (ranging from 2.1% to 16.5%), suggesting his recent timing has favored selling into strength. The company fundamentals remain solid with annual revenue growth of 19.9%, net income of $68,000,000.00 on $845,100,000.00 quarterly revenue, and a P/E of 23.99, indicating the sales occurred in a context of operational growth rather than financial distress.

Interim CFO Flanagan sells 10,750 shares of AAR CORP (AIR) at $108.56; retains 32,848 shares post-transaction.

Sarah Louise Flanagan, serving as Interim CFO and VP of Financial Operations, executed a sale of 10,750 shares at $108.56 on 2026-02-04, reducing her holdings by 24.7% from 43,598 to 32,848 shares. The transaction occurred near the 52-week high of $109.89 (just 2.5% below peak), during a period of strong momentum: the stock has climbed 21.7% over the prior 30 days and 30.2% over the prior 90 days. AAR CORP's fundamentals show robust growth—annual revenue increased 19.9% year-over-year to $795.3M in the latest quarter—though valuation is elevated at a P/E of 45.01. The sale represents a substantial reduction in an executive's equity stake during a strong equity rally, and the timing near the 52-week high warrants monitoring of broader capital allocation decisions and insider conviction at elevated valuations.

Holmes John McClain III sold 10,000 shares of AAR CORP at $108.44 on 2026-02-03; stock at 52-week high.

Holmes John McClain III, as Chairman, President & CEO, sold 10,000 shares (10.0K shares) at $108.44, reducing his holdings by 4.1% to 235,064 shares. The sale occurred precisely at the 52-week high of $109.89, with the stock up 30.1% over the prior 30 days and 31.4% over 90 days. Across his cross-ticker track record, McClain's prior 20 sells averaged a -1.6% 90-day return with a 46.67% well-timed rate, but at AIR specifically, his 5 most recent trades (all in January and early February 2026) show no negative 90-day outcomes yet measurable. The timing of this sale at the stock's annual peak, combined with the outsized recent price momentum and McClain's narrow remaining holdings of 235.1K shares, warrants examination of whether this represents a significant position adjustment by the company's top executive during a rally-driven period.

VP-CAO Pachapa sells 4,983 shares at $105.94 for $527,881.58; stock at 52-wk high, up 22.8% in 30d

Pachapa Eric, VP-CAO & Controller, executed 2 separate sales totaling 4,983 shares for $527,881.58 on 2026-01-22 at a blended average price of $105.94, reducing holdings by -18.3% from 27,228 to 22,245 shares. The sale occurred near the 52-week high ($107.74), with the stock up 22.8% over 30 days and 22.2% over 90 days, suggesting the insider sold into momentum. His prior sales at AIR had mixed timing outcomes: 3 of 5 prior trades at this ticker fell into the -1.9% to +5.2% range, with only 2 of 5 well-timed at the 90-day mark, indicating no strong pattern of prescient sell timing at this specific stock. The company's P/E of 44.39 and recent 19.9% annual revenue growth position AAR in a growth phase, though the transaction size (18.3% of prior holdings) is material enough to warrant attention to whether this reflects portfolio management or a shift in the insider's conviction.

AIR CEO sold 26,749 shares in 3 transactions for $2,650,940.96; still holds 237,064 shares post-sale

CEO Holmes John McClain III executed 3 separate sales totaling 26,749 shares over January 13-14, 2026, at an average price of $99.10, reducing his holdings by 10.1% to 237,064 shares. The stock has since risen to $105.74 (at or near the 52-week high), meaning the sales occurred below current levels. Within his prior AIR trades, 0 of 2 measurable prior sells were well-timed at the 90-day mark—a pattern worth monitoring—though his cross-ticker history shows a 47.06% well-timed rate. The timing and scale of this multi-day liquidation, executed as the stock approached its 52-week high (up +29.8% in 30 days and +27.4% in 90 days), and the recent pattern of weekly sales at this ticker (Jan 12, Jan 2 filings also appear in same-ticker history) warrant tracking of whether this reflects a broader portfolio shift or response to momentum.

CEO Holmes John McClain III sold 30,000 shares of AAR CORP at $97.50 on 2026-01-12 for $2.9M, reducing holdings 11.2%.

Holmes John McClain III, Chairman, President & CEO, sold 30,000 shares at $97.50, which is 0.5% below the 52-week high of $98.23, near the peak of a strong recent rally where the stock has gained 16.8% in 30 days and 18.0% in 90 days. His post-transaction holdings of 237,064 shares represent an 11.2% reduction from his pre-transaction position of 267,064 shares. While his cross-ticker track record shows a 47.06% well-timed sell rate with an average 90-day return of -2.8%, his specific trading history at AIR reveals weaker timing: of his 5 prior AIR trades, only 1 measurable 90-day outcome was negative (the 2025-08-07 sale returned +16.6% over 90 days), suggesting the stock has continued rising after his prior sales at this ticker. The CEO retains a substantial 237.1K share position worth approximately $23.1M at the current $97.71 price, so this does not represent an exit-level reduction.

SVP-CCO Jessup sells 23,621 shares for $2,292,392.21; 5 of 5 prior AIR sales well-timed before declines

Jessup Christopher A., Senior Vice President-CCO, executed 4 separate sales on 2026-01-09 totaling 23,621 shares for $2,292,392.21 at a blended average price of $97.05, reducing his holdings by 26.4% from 89,389 shares. Notably, his prior transaction history at AIR shows a consistent pattern: 5 of 5 prior sells at this ticker were followed by negative 90-day returns ranging from -14.1% to -25.1%, indicating well-timed execution before subsequent declines. His cross-ticker track record shows a 100.00% well-timed sell rate across 8 prior transactions with an average 90-day return of -16.2%, demonstrating a documented ability to precede downward price movements. The current stock price of $98.23 is at the 52-week high (+0.0%), and the 30-day and 90-day gains (+17.4% and +18.4%) represent a sharp recovery from earlier weakness, yet the insider's established pattern of selling prior to reversals warrants investor attention regarding near-term valuation or operational outlook.

CEO John McClain III sold 23,077 shares of AAR at $84.12 on 2026-01-02; stock now at $89.46, near 52-week high.

Holmes John McClain III sold 23,077 shares (23.1K shares) at $84.12 on 2026-01-02, reducing his holdings by 8.9% to 237,064 shares post-transaction. The sale executed below the current price of $89.46 and well below the 52-week high of $89.67, as the stock has risen 8.2% over the past 30 days and 6.5% over 90 days. Examining his same-ticker history at AIR, prior sell transactions show mixed outcomes: 0 of 4 prior measurable sales were well-timed at the 90-day mark, with an average 90-day return of +8.6% (averaging the results 16.6%, 4.1%, 4.2%, and 9.6%), meaning the stock typically rose after his sales at this ticker. The company's fundamentals show revenue of $739,600,000.00 and annual revenue growth of +19.9%, though the P/E ratio of 111.82 reflects significant valuation compression relative to earnings. This sale occurs against the backdrop of strong recent stock momentum and his historical difficulty timing exits at this ticker specifically.

CEO Holmes John McClain III sold 38,462 shares of AAR at $83.50, reducing stake by 12.9% to 260,141 shares held

Holmes John McClain III, as Chairman, President & CEO, executed a sale of 38,462 shares at $83.50, totaling $3,211,615.46 and reducing his shareholding by 12.9% to 260,141 shares post-transaction. At his same-ticker history at AIR, 1 of 5 prior sells were well-timed at the 90-day mark, with the most recent sell on 2025-08-07 showing +5.0% 30-day return but the January 2025 sale showing a -21.6% 90-day return. The stock currently trades at $82.25, down 8.3% from its 52-week high of $89.67, positioning this sale within a period of recent price weakness despite a +10.0% 90-day gain from the transaction date's perspective. With a P/E of 102.81 and revenue growth of 19.9% year-over-year against net income of $34.4M on $739.6M quarterly revenue, the company's valuation metrics warrant attention relative to execution consistency.

AAR Corp CEO John McClain III sold 10,000 shares at $71.70 on 2025-08-07; current price $72.06, up 20.5% in 90 days.

Holmes John McClain III, Chairman, President & CEO, sold 10,000 shares (10.0K shares) at $71.70 on 2025-08-07, reducing his holdings from 308.6K to 298.6K shares. The stock has risen 20.5% over the prior 90 days and trades at $72.06, only 0.5% above the sale price, suggesting the sale occurred near current momentum levels. Fundamentally, AAR Corp reported a net loss of $-8.9M on $678.2M revenue in the latest quarter, with an elevated P/E of 205.89 that reflects persistent unprofitability despite 19.9% annual revenue growth. His prior open-market activity across all tickers shows mixed timing—a 90-day well-timed rate of 52.94% with an average 90-day return of -4.2%—but at AAR specifically, his prior two measurable sales (January 2025) produced 90-day declines of -21.1% and -21.6%, indicating a pattern of well-timed exits at this ticker. The current sale's value of $716,994.00 ($717.0K) represents a modest 3.2% reduction in his stake.