ALK ALASKA AIR GROUP, INC. Insider Trading

CFO TACKETT sold 24,000 ALK shares at $57.15 on 2026-02-18; stock now at $52.58, -31.4% from 52-week high

EVP and CFO Shane R. Tackett sold 24,000 shares (35.6% of pre-transaction holdings) at $57.15, reducing his position from 67.4K to 43.4K shares. The stock has subsequently declined to $52.58, trading -31.4% from its 52-week high of $76.60, suggesting the sale occurred ahead of material price weakness. His cross-ticker track record shows a 100% well-timed rate on 2 prior sells with average 90-day returns of -31.3%, and his prior ALK sale on 2025-02-10 also preceded a -31.3% 90-day decline, establishing a pattern of favorable timing in downturns. However, Alaska Air's fundamentals remain substantial with $3.8B quarterly revenue (+21.3% annual growth) and market cap of $6.0B, though the elevated P/E of 61.86 may reflect stretched valuation relative to earnings.

CFO Tackett sold 10,000 ALK shares at $55.00 (Feb 5, 2026); stock now $60.21. Prior ALK sale showed -31.3% 90d return.

EVP and CFO Shane Tackett sold 10,000 shares at $55.00 on February 5, 2026, reducing his position by -23.0% from 43,530 to 33,530 shares. At the transaction price, stock has since moved $55.00 to $60.21 (+9.5% from execution), and the sale occurs with the stock at -21.4% from its 52-week high of $76.60. Notably, Tackett's single prior transaction at Alaska Air Group (a sale on 2025-02-10) resulted in a -31.3% 90-day return — meaning the stock declined after that execution, making that prior sale well-timed. His cross-ticker track record shows 100.00% well-timed rate on 1 prior sell, with an average 90-day return of -31.3%, indicating a history of selling ahead of declines. The company's fundamentals show revenue growth of +12.6% year-over-year and a P/E of 46.67, placing valuation in the upper range relative to the airline sector. This sale comes as the stock has risen +20.5% over 30 days and +43.2% over 90 days from depressed levels, potentially repositioning an executive's exposure after a sharp recovery from the 52-week range floor of $37.82.

ALK EVP/COO sold 22,157 shares at $75.12 on 2025-02-18, reducing stake 52.5% to 20,026 shares ($1.7M)

VON MUEHLEN CONSTANCE E, in her capacity as EVP and COO, executed a substantial open-market sale of 22,157 shares at $75.12, representing a 52.5% reduction of her prior holdings from 42,183 shares to 20,026 shares. The transaction value of $1,664,433.84 is material in absolute terms and represents a significant repositioning of her Alaska Air Group stake. The company's fundamentals show strong recent performance with $3.1B latest quarterly revenue, +12.6% annual revenue growth, net income of $236.0M, and a P/E of 19.54 at a $9.4B market cap. The stock price at transaction was $75.12, and the current price of $76.60 reflects a modest 1.9% appreciation from the execution price, while 30-day and 90-day momentum have been notably strong at +15.5% and +46.5% respectively. This substantial liquidation by a senior executive warrants attention given the scale of the position reduction and the company's elevated near-term price momentum.

CFO Shane Tackett sold 22,893 shares of ALK at $75.74 for $1.7M, reducing holdings by 35.3% to 42.0K shares.

CFO Shane Tackett executed a substantial sale of 22,893 shares at $75.74 on 2025-02-10, representing a 35.3% reduction in his post-transaction holdings from 64,873 shares to 41,980 shares. The sale occurred near the 52-week high of $75.92, with the stock currently trading at $72.85, down 4.0% from that peak. Alaska Air Group fundamentals show strong recent performance with $236.0M net income on $3.1B quarterly revenue and 8.1% annual growth, suggesting a company in solid operational position. The significance of this insider transaction lies in the scale of the reduction—selling over one-third of holdings in a single transaction—combined with the execution at elevated valuation levels, warranting investor attention to understand the motivation behind the magnitude of this divestment.

Alaska Air EVP/CCO Andrew Harrison sells 91,745 shares at $71.14, reducing holdings 81.6% to 20.6K shares

Andrew R. Harrison, EVP and Chief Compliance Officer of Alaska Air Group, executed a substantial sale of 91,745 shares (91.7K shares) at $71.14 on 2025-01-28, reducing his post-transaction holdings to 20,638 shares (20.6K shares)—an 81.6% reduction from his pre-transaction position of 112,383 shares (112.4K shares). The transaction represents $6,526,537.46 ($6.5M) in value. Given that Alaska Air's current price of $74.43 stands at the 52-week high with the stock up 15.0% over 30 days and 51.2% over 90 days, Harrison's sale occurred below the current market peak. As Chief Compliance Officer, his substantial portfolio liquidation warrants investor attention, particularly given the company's solid fundamentals (P/E of 29.30, annual revenue growth of 8.1%, and net income of $236.0M on quarterly revenue of $3.1B). The significant scale of the sale relative to his remaining position suggests a material reduction in personal equity exposure, which should be tracked alongside company performance metrics.

CEO Benito Minicucci sold 9,861 shares (9.9K) of ALK at $69.93 on 2025-01-24, retaining 111,188 shares (111.2K).

Benito Minicucci, CEO and President of Alaska Air Group, executed an open-market sale of 9,861 shares at $69.93, reducing his holdings by 8.1%. The sale occurred near the stock's 52-week high of $70.46, reflecting near-peak valuations after a 50.1% gain over the prior 90 days. His prior trade at ALK (a sale on 2024-12-12) generated a 30-day return of +4.8%, and his cross-ticker track record shows 1 prior sell with a 30-day average return of +4.8%, suggesting modest upside following past dispositions. The CEO retains a substantial position of 111,188 shares, maintaining material economic exposure to company performance. With P/E of 27.74 and annual revenue growth of 8.1%, the company trades at elevated multiples relative to its growth rate, contextualizing the timing of this near-peak sale.

Alaska Air CEO Benito Minicucci sells 30,000 shares (30.0K) at $65.07; stock +50.3% in 90 days

MINICUCCI BENITO sold 30,000 shares on 2024-12-12 at $65.07, reducing his holdings from 141,244 shares to 111,244 shares—a 21.2% reduction in his position. The timing of this sale is notable: Alaska Air's stock has risen 50.3% over the prior 90 days and currently trades at $62.57, near its 52-week high of $64.09. MINICUCCI's prior trade at ALK (a buy on 2023-12-07) showed positive 90-day returns, positioning him as a 100.00% well-timed buyer historically at this ticker. This sale occurs as the company reports strong fundamentals (annual revenue growth +8.1%, P/E 24.63), suggesting the insider is executing a discretionary reduction of an appreciated position rather than signaling operational distress. Investors should note the magnitude of the position reduction relative to the stock's recent momentum and the CEO's demonstrated buying discipline at this company.