Gillen Sean M.

CFO Gillen sells 18,000 shares at $77.37 (4 transactions, $1.4M); 5 of 5 prior AIR sells well-timed at 90d. Stock +44.7% (90d), +13.7% (30d).

Sean M. Gillen, Senior VP–CFO of AAR Corp, executed 4 separate sales totaling 18,000 shares for $1,392,732.00 on 2025-07-23, reducing his holdings by 15.3%. The company trades near 52-week highs (-10.1% from the peak of $85.10) and has posted strong near-term momentum (+44.7% over 90 days, +13.7% over 30 days), despite reporting negative net income of $-8,900,000.00 in the latest quarter. Notably, Gillen's prior sales at this ticker show a strong pattern: all 5 prior trades at AIR were well-timed at the 90-day mark, suggesting his historical sells preceded subsequent declines. This filing occurs at a point of elevated valuation (P/E of 218.51 on negative earnings) and sustained strength, warranting analysis of whether the sale reflects reassessment of near-term risk or valuation concerns at elevated prices.

AAR CFO Sean Gillen sold 17,385 shares for $1.2M on 2025-01-10, reducing holdings 19.4%

On 2025-01-10, Sean Gillen (Senior VP-CFO) executed 3 separate sales totaling 17,385 shares for $1,153,160.96 at $66.33 per share, reducing his post-transaction holdings to 72,326 shares from 89,711 shares (a 19.4% reduction in holdings). The current stock price of $67.72 is only 0.5% higher over the past 30 days, despite robust 90-day appreciation of 10.1%. His prior trades at AIR show a consistent pattern: all 3 prior sales were well-timed at the 90-day horizon, with each showing negative 90-day returns after the sale (indicating he sold ahead of declines). However, note that the company reported a loss of $30.6M in the latest quarter despite strong annual revenue growth of 16.5%, and trades at an elevated P/E of 233.52, warranting investor scrutiny of the disconnect between growth and profitability.