Early Access — free while we kick the tires
EdgarHawk

Lisman Michael

President & CEO

Director Officer
2 filings analyzed · 1 company · Latest 2026-02-09

Companies

Company Buys Sells Direction
TransDigm Group INC TDG 7 0 Net buying

Activity

February 2026
2026-02-09 TransDigm Group INC TDG
medium
Buy
950 shares
$1,220,048
Significance 4/10

CEO Michael Lisman bought 950 TDG shares at $1,284.26; stock down 19.8% from 52-week high, down 6.6% in 30 days.

Michael Lisman, President & CEO, purchased 950 shares of TransDigm Group at $1,284.26 on 2026-02-06, increasing his holdings from 2,309 to 3,259 shares (+41.1%). The purchase occurs as TDG trades at $1,300.10, down 19.8% from its 52-week high of $1620.83 and down 6.6% over the past 30 days, despite the company reporting solid fundamentals with $2.3B quarterly revenue, +11.2% annual growth, and $445.0M net income. His prior five TDG purchases on 2025-11-14 all showed negative 30-day returns ranging from -3.0% to -3.7%, establishing a pattern where his recent accumulation at this ticker has consistently underperformed in the short term, suggesting the current buy at a lower price point does not yet reflect a reversal in that pattern.

November 2025
2025-11-17 TransDigm Group INC TDG
high
Buy
1,954 shares
$2,616,674
Significance 7/10

TransDigm CEO Michael Lisman purchases 1,954 shares for $2,616,673.83 at blended avg $1,339.14 on 2025-11-14

Lisman, serving as President & CEO, executed 6 separate purchases totaling 1,954 shares for $2,616,673.83 ($2.6M) at prices ranging from $1,334.13 to $1,344.76, establishing his first open-market position in TDG. The transaction occurred at a price -17.6% below the 52-week high ($1620.83), and current price is $1335.77. His prior transaction history at TDG consists entirely of 5 sales on 2024-02-26 (all showing positive 90-day returns of +12.1% to +13.7%), indicating his prior sales did not precede price declines. This buy represents a material capital commitment ($2.6M at blended $1,339.14) into a large-cap company ($75.2B market cap) with solid recent fundamentals: $2.2B quarterly revenue, $492.0M net income, and +11.2% annual revenue growth. The transaction signal should be weighed against the absence of prior buy activity and the timing context of elevated valuations (P/E 32.82).

Related insiders

Create a free account

Build watchlists, get email alerts on the tickers you follow, and read the full AI analysis on every insider filing.

Sign up — free during early access