FTAI FTAI Aviation Ltd. Insider Trading

FTAI director Martin Tuchman sells ~254k shares (80% of holdings) for ~$61.5M as stock trades below 52-week highs.

Director Martin Tuchman executed a substantial three-tranche liquidation of roughly four-fifths of his stake in FTAI Aviation over just four trading days, raising approximately $61.5 million. The timing is notable: the stock is trading meaningfully below its recent highs, yet Tuchman chose to sell into this weakness rather than hold or wait for a recovery. This contrasts sharply with the company's improving operational profile—latest quarter showed profitability and strong revenue growth—which one might expect to give a director confidence to maintain or add to his position. The pattern suggests Tuchman may be prioritizing liquidity or portfolio rebalancing over conviction in near-term appreciation, or potentially signals caution about forward visibility despite recent earnings strength. The sale's size and deliberate pacing warrant attention from investors monitoring insider positioning, though the company's fundamentals do not show distress.

Director Paul R Goodwin sold 10,000 FTAI shares at $303.35; stock now $281.75 (-9.1% from 52-wk high).

Director Paul R Goodwin sold 10,000 shares at $303.35 on 2026-02-27, reducing his holdings by 10.9% to 82,108 shares and generating $3,033,500.00 in proceeds. The sale occurred near the 52-week high of $310.04, and the current price of $281.75 represents a -9.1% pullback from that peak. Notably, Goodwin's prior sale at FTAI on 2024-11-22 exhibited a negative 90-day return of -17.5%, demonstrating a pattern of well-timed exits at this specific ticker. However, the company shows strong fundamentals with $667,064,000.00 in latest-quarter revenue, net income of $117,718,000.00, and annual revenue growth of +44.5%, suggesting the sale reflects positioning rather than fundamental deterioration. The timing near a 52-week high combined with his prior success exiting before declines warrants investor attention to whether this signals forward-looking caution.

CFO Nam Eun purchases 652 FTAI shares at $153.46; cluster buy pattern with 2 other insiders in 14 days

Nam Eun, CFO of FTAI Aviation Ltd., purchased 652 shares at $153.46 on 2025-11-14, increasing holdings from 8,437 to 9,089 shares. This transaction occurs within a cluster buy pattern—2 other insiders also bought within the past 14 days—suggesting coordinated confidence at the executive level. The stock is currently trading at $158.30, down 15.2% from its 52-week high of $186.76 and down 9.1% over the past 30 days, even as the company maintains strong fundamentals with revenue growth of 48.2% year-over-year and quarterly revenue of $667.1M. The confluence of insider accumulation amid recent price weakness, combined with solid earnings (net income $117.7M) and profitable operations, presents a noteworthy signal for investors to examine the gap between recent price action and underlying financial performance.

COO David Moreno buys 6,637 shares ($1.0M) at FTAI on 2025-11-13; stock -18.1% from 52-week high, -10.3% in 30 days.

Chief Operating Officer David Moreno purchased 6,637 shares across two separate transactions totaling $1,020,477.56 at a blended average price of $153.76. The purchase occurs as FTAI's stock trades 18.1% below its 52-week high of $186.76 and has declined 10.3% over the past 30 days, creating a price environment notably lower than recent peaks. Moreno's cross-ticker track record shows 100.00% 90-day win rate with an average 90-day return of +45.1%, and his prior purchase at FTAI in May 2025 also generated positive 90-day returns (+45.1%). However, the current 30-day decline and distance from the 52-week high provide context for evaluating whether this represents a meaningful conviction signal given the company's strong fundamentals: $667.1M in latest quarterly revenue with +48.2% annual growth and $117.7M in net income.

CEO Joseph P. Adams Jr. buys 2,000 FTAI shares at $155.91; holdings reach 217,069. Prior buys at this ticker showed +45.6% and +47.2% 90-day returns.

Adams Joseph P. Jr., CEO and Chairman, purchased 2,000 shares of FTAI Aviation Ltd. at $155.91 on 2025-11-13, increasing holdings to 217,069 shares. This follows a consistent pattern: his two prior open-market purchases at this same ticker (2025-05-02 and 2024-05-30) each delivered robust 90-day returns of +45.6% and +47.2% respectively, with both trades proving well-timed at the 90-day mark. His cross-ticker track record across all open-market buys shows an average 90-day return of +46.4% with a 100% win rate, indicating a demonstrated ability to identify favorable entry points. The company's fundamentals remain strong with FY revenue growth of +48.2%, net income of $117.7M, and a market cap of $15.7B, though the stock is currently -18.1% from its 52-week high and down -10.3% over 30 days, creating a potentially attractive re-entry window consistent with his prior timing patterns.

Director Martin Tuchman buys 1,000 FTAI shares at $99.19 as stock down 38.3% from 52-week high; cluster of 3 other insiders also bought within past 14 days.

Tuchman, a director at FTAI Aviation, purchased 1,000 shares at $99.19 on 2025-05-05, increasing his holdings to 378,009 shares. The purchase occurs as FTAI trades at $108.01, down 38.3% from its 52-week high of $174.96 despite strong fundamentals: the company reported revenue of $502,080,000 and net income of $102,386,000 in the latest quarter, with annual growth of 48.2%. Notably, 3 other insiders also bought within the past 14 days, forming a cluster pattern. Tuchman's cross-ticker track record shows 20 prior open-market buys with a 92.31% 90-day win rate and average 90-day return of 16.2%, though his prior FTAI purchase on 2025-02-28 saw a -12.8% 30-day return. The stock's 30-day performance of +22.3% stands in contrast to its 90-day decline of 7.6%, indicating recent recovery from deeper losses. Investors should monitor whether the broader cluster activity and recovery momentum persist or whether the current valuation (P/E of 154.30) reflects stretched expectations despite operational growth.

CPO Stacy Kuperus bought 1.1K shares of FTAI at $92.90; 3 other insiders bought within 14 days amid +48.2% annual revenue growth.

Kuperus Stacy, Chief Portfolio Officer, purchased 1,087 shares at $92.90, increasing holdings to 88.4K shares. This transaction is notable for occurring within a cluster: 3 other insiders also bought within the past 14 days, suggesting coordinated or concurrent confidence-building activity among the leadership group. FTAI is posting strong fundamentals with annual revenue growth of +48.2% and net income of $102.4M; however, the stock is currently trading at $100.75, down 42.4% from its 52-week high of $174.96, despite a +14.1% gain over the past 30 days. The high P/E of 143.93 and the gap between transaction price ($92.90) and current price ($100.75) merit scrutiny into whether this buying represents conviction at depressed valuations or routine portfolio activity.

FTAI CEO Joseph P. Adams Jr. buys 3,000 shares at $94.54; stock down 48.6% from 52-week high, cluster buy in past 14 days

CEO Joseph P. Adams Jr. purchased 3,000 shares of FTAI at $94.54 on 2025-05-02, increasing his holdings to 341,852 shares. The transaction occurs as the stock trades 48.6% below its 52-week high of $174.96 and has declined 22.4% over the past 30 days. His prior buy at this ticker (2024-05-30) generated a 47.2% 90-day return, demonstrating a pattern of well-timed accumulation at FTAI. The purchase is part of a cluster pattern with 2 other insiders buying within the past 14 days, which may signal management's view of current valuation despite the sharp recent decline. However, the elevated P/E of 1285.00 suggests earnings multiples are stretched relative to recent profitability ($86.5M net income in latest quarter), warranting caution about whether management's conviction reflects fundamentals or opportunistic buying at a dislocation.

COO David Moreno buys 6,580 FTAI shares at $94.85; stock down 48.6% from 52-week high amid cluster buy pattern

David Moreno, Chief Operating Officer of FTAI Aviation Ltd., purchased 6,580 shares at $94.85, increasing his holdings from 225.0K to 231.6K shares. This buy occurs while the stock trades at $89.95—48.6% below its 52-week high of $174.96 and down 22.4% over the prior 30 days—a period of significant price weakness. The transaction is part of a cluster pattern: 2 other insiders also bought within the past 14 days. The company reports strong fundamentals with annual revenue growth of +48.2% and net income of $86.5M on quarterly revenue of $465.8M, though the P/E of 1285.00 reflects a depressed stock price relative to current earnings. The convergence of insider accumulation during marked price decline, coupled with solid operational performance, warrants attention to whether this activity precedes a valuation reset or signals divergence between executive perspective and market consensus.

Director Tuchman buys 2,200 FTAI shares at $128.79; stock now $115.16 (34.2% off high), post-transaction holdings 372,009 shares.

Director Martin Tuchman purchased 2,200 shares at $128.79, increasing his holdings to 372,009 shares. The transaction occurred when FTAI was -34.2% from its 52-week high of $174.96 but up 14.6% over the prior 30 days. Across all his prior open-market purchases (20 buys), his cross-ticker track record shows an average 90-day return of +10.2% with a 63.16% win rate, indicating a historically sound pattern of buy decisions. The company reported strong recent fundamentals with revenue of $465,794,000.00 and net income of $86,482,000.00 in the latest quarter, though the P/E of 1645.14 reflects significant valuation concerns that merit scrutiny relative to the growth trajectory and profitability data.