VVX V2X, Inc. Insider Trading

10% Owner American Industrial Partners sells 2,545,432 shares (55.9% of holdings) for $173.6M at $68.21

American Industrial Partners Capital Fund VI, L.P., a substantial 10% owner, executed a large discretionary sale of 2,545,432 shares on 2026-03-12 at $68.21, reducing its position from 4,550,001 shares to 2,004,569 shares and generating $173,623,916.72 in proceeds. The sale occurred near the 52-week high ($73.93), with the stock trading at $67.15 currently (-9.2% from that peak), suggesting the exit captured valuations in the upper range of recent trading activity. Examining the insider's same-ticker history at VVX reveals a consistent pattern: 5 prior sales over eight months, with none achieving a well-timed 90-day outcome (all showed positive 90-day returns, meaning the stock rose after each sale). The current filing extends this pattern—the stock has returned +2.4% over 30 days and +21.0% over 90 days post-transaction, again underperforming the exit price. Fundamentally, V2X trades at a P/E of 16.96 with modest 3.6% annual revenue growth and $1.2B in revenue; the insider's repeated reductions in a structurally stable but low-growth name suggest an ongoing portfolio reallocation rather than a response to deterioration in company health.

10% owner American Industrial Partners sold 1,200,000 VVX shares ($66.1M) at $55.05; reduced stake from 5.75M to 4.55M shares (-20.9%)

American Industrial Partners, a 10% owner of V2X, executed a material reduction of its stake, selling 1,200,000 shares for $66,060,000.00 on 2025-12-11 at $55.05, lowering holdings from 5,750,001 shares to 4,550,001 shares. The sale represents a significant -20.9% reduction in the holder's position. At the current price of $55.37, the stock is -10.4% from its 52-week high of $61.81 and has posted modest 30-day upside of +2.1%. Within this holder's same-ticker history at VVX, prior sales on 2025-11-13, 2025-09-11, 2025-08-11, 2025-05-19, and 2024-11-14 show mixed post-trade outcomes: only 1 of 4 measured 90-day periods resulted in declines (well-timed for sells). The company's fundamentals remain solid with revenue of $1,167,137,000.00, net income of $24,605,000.00, annual revenue growth of +9.1%, and a P/E of 21.80. This large, non-routine reduction by a major shareholder merits observation of whether additional disposition activity follows or whether this represents a step-down in the holder's long-term commitment to V2X.

Director Cusumano sold 2,250,000 shares (2.25M) at $55.00, reducing stake by 28.1%; stock down 21.2% from 52-week high.

Cusumano Dino M, a director of V2X, Inc., executed a substantial sale of 2,250,000 shares (2.25M shares) on 2025-11-13 at $55.00, reducing his holdings from 8,000,001 shares (8.00M shares) to 5,750,001 shares (5.75M shares). The total transaction value was $123,750,000.00 ($123.8M). This represents a material reduction in his director-level stake. The sale occurred when VVX was trading -21.2% from its 52-week high of $67.69, and the stock has declined 10.3% over the prior 90 days. Examining his prior VVX transaction history, he has executed 5 prior open-market sales at this ticker, with only 1 of 4 measurable 90-day outcomes showing a well-timed result (stock declined after the sale), suggesting inconsistent sell timing at this specific company. The fundamental backdrop shows the company with $1.2B in quarterly revenue, +9.1% annual growth, and a P/E of 21.01, which is within normal ranges, and the current price of $53.36 is now 3.0% below his transaction price.

10% Owner American Industrial Partners sells 2,250,000 VVX shares at $55.00 for $123.8M; holdings drop to 5.75M.

American Industrial Partners Capital Fund VI, L.P., holding 5.75M shares post-transaction, sold 2,250,000 shares at $55.00 on 2025-11-13 for $123.8M, representing a -28.1% reduction in its stake. The sale occurred when VVX was trading near mid-range of its 52-week span ($42.05–$67.69), though the current price of $53.36 suggests the stock has declined -5.1% over the past 30 days and -10.3% over 90 days since the transaction. At the same-ticker level, the insider's prior four completed trades at VVX show a 1-of-4 well-timed rate at the 90-day mark, indicating mixed execution; however, its cross-ticker track record across six prior sells demonstrates a 20.00% well-timed rate at 90 days, with average 90-day returns of +16.7%. The sale reduced a major shareholder's concentration in a $1.7B market-cap company with 9.1% annual revenue growth and a 21.01 P/E, and investors should monitor whether additional stake reductions follow.

Director Cusumano sells 1,700,000 VVX shares at $52.20; stock down 20.9% from 52-week high, 11.6% in 30 days.

Cusumano Dino M, a director, sold 1,700,000 shares (17.5% of his pre-transaction holdings) at $52.20 on 2025-09-11 for a total value of $88,745,100.00. The sale occurs as the stock trades -20.9% from its 52-week high of $68.82 and has declined 11.6% over the past 30 days, suggesting the insider executed this sale into a deteriorating price environment. His cross-ticker track record shows 5 prior sells with an average 90-day return of +18.0% and a 25.00% well-timed rate, but at VVX specifically, his prior 4 measurable same-ticker sales have yielded only 1 well-timed outcome (25%), with a pattern of mixed results including a 90-day decline of -18.3% on one prior sale. The fundamental backdrop—P/E of 24.40, annual revenue growth of 9.1%, and a $1.7B market cap—shows a moderately valued company, leaving the timing signal ambiguous and warranting observation of subsequent price action relative to the transaction price of $52.20.

10% Owner American Industrial Partners sells 1.70M VVX shares ($88.7M) at $52.20; exits 17.5% of position

American Industrial Partners Capital Fund VI, L.P., a 10% shareholder, executed a large sale of 1,700,000 shares at $52.20 on 2025-09-11, reducing its stake from 9,700,001 to 8,000,001 shares (a -17.5% reduction). The transaction valued at $88,745,100.00 represents a material portfolio adjustment by a significant shareholder. At the time of sale, VVX traded at $52.20; the stock has since declined to $54.42 currently and is down 11.6% over 30 days and down 20.9% from its 52-week high of $68.82, though it is up 22.2% over 90 days. Across the insider's prior five trades at VVX, timing results are mixed: the most recent prior sale on 2025-08-11 showed +9.9% 30-day return; earlier sales in May, November, and September 2024 produced returns ranging from -7.1% to +40.7% at 30 days, with one measurable 90-day outcome well-timed (negative 90d return after sale) out of four evaluable outcomes. The large size and partial-exit nature of this transaction warrant monitoring of any follow-up activity and disclosure of the fund's investment thesis.

Director Cusumano Dino M sold 2,000,000 shares of VVX at $50.00 for $100.0M; stock now $60.17, -17.1% of holdings

Cusumano sold 2,000,000 shares (2.00M shares) at $50.00 on 2025-08-11, reducing his stake from 11,700,001 shares (11.70M shares) to 9,700,001 shares (9.70M shares). The stock has since appreciated to $60.17 current price, representing a $20.17 spread above his transaction price in the 30-day window where the stock posted a +23.0% move. At the same-ticker level, his recent prior sale on 2025-05-19 showed a 30d return of -7.1%, and earlier 2024 sales exhibited mixed timing outcomes: the 2024-09-12 and 2024-09-06 sales were well-timed with +40.7% and +28.7% respective 30-day gains (indicating the stock rose after he sold), while the 2024-11-14 sale occurred before an eventual -18.3% 90-day decline. The current fundamentals show revenue of $1,078,330,000.00 ($1.1B), a P/E of 26.98, and annual revenue growth of +9.1%, suggesting a moderately growing company trading at a meaningful valuation multiple. This sale marks a material reduction in a director's already substantial position at a price well below where the stock has now moved, warranting attention to whether subsequent disclosures clarify his rationale.

10% owner American Industrial Partners sold 2,000,000 VVX shares at $50.00 for $100,000,000 on 2025-08-11; holdings reduced -17.1% to 9,700,001 shares.

American Industrial Partners Capital Fund VI, L.P., a 10% owner, executed a substantial sale of 2,000,000 shares at $50.00, raising $100,000,000.00, which reduced its VVX stake by 17.1% from 11,700,001 shares. The current price of $60.17 sits -12.6% from the 52-week high but notably 23.0% above the 30-day average, creating a notable gap between the $50.00 execution price and current valuations. Reviewing this insider's same-ticker trading history at VVX shows mixed outcomes: of 4 prior sales at this ticker, only 1 of 3 measurable sales (33%) resulted in negative 90-day returns, meaning most post-sale periods saw the stock rise—the opposite of well-timed selling. This current sale at $50.00 against a current price of $60.17 represents a 20.3% price appreciation since execution, consistent with that historical pattern of post-sale rallies at this name.

Director Cusumano sells 2,000,000 VVX shares for $96.8M at $48.39; stock now -31.6% from 52-week high.

Director Dino M Cusumano sold 2,000,000 shares (14.6% of pre-transaction holdings) at $48.39 on 2025-05-19, reducing his stake from 13,700,001 to 11,700,001 shares. The transaction occurred at a price $1.31 above the current price of $47.08, and at a point when the stock has declined 31.6% from its 52-week high of $68.82. At the same ticker (VVX), Cusumano's timing record is mixed: 1 of 3 prior sells were well-timed at the 90-day mark, with the most recent VVX sale (2024-11-14) followed by a 90-day decline of 18.3%, while two earlier 2024 sales were followed by 90-day gains of 30.4% and 32.5%. The cross-ticker track record shows a 90d well-timed rate of 33.33%, indicating below-average timing accuracy across his full history. With VVX trading near year-to-date lows and the director retaining a substantial 11.70M share position, this sale warrants assessment of whether it reflects a shift in conviction or execution within a pre-planned disposition schedule.

Principal investor American Industrial Partners sold 2,000,000 shares of VVX at $48.39 on 2025-05-19 for $96.8M, reducing stake to 11.70M shares.

American Industrial Partners Capital Fund VI, L.P., a 10% owner, executed a substantial open-market sale of 2,000,000 shares (14.6% of its prior holdings) at $48.39 per share on 2025-05-19, generating $96,773,600.00 in proceeds. At that transaction price, the stock was trading near its 52-week midpoint; the stock has since declined to $47.08 (current price is -31.6% from the 52-week high of $68.82). Across the insider's cross-ticker track record, its three prior open-market sells achieved a 90-day well-timed rate of 33.33%, indicating modest historical success at timing exits; however, at this specific ticker (VVX), only 1 of 3 prior sells showed a negative 90-day return, suggesting mixed execution on timing at this name. The company's current P/E of 35.94 alongside $1.0B in quarterly revenue and recent -31.6% drawdown from the 52-week peak warrants attention to whether this large reduction in the principal stakeholder's position reflects evolving confidence in the valuation or capital redeployment.