GOODWIN PAUL R

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.

FTAI director Paul Goodwin sold 20,000 shares at $174.36 (near 52-week peak) for $3.5M, retaining 93,413 shares.

Paul Goodwin sold 20,000 shares at $174.36, a price within 1.7% of the 52-week high of $174.96, with the stock up 19.2% over 30 days and 42.5% over 90 days. Goodwin's post-transaction holdings of 93,413 shares represent a 17.6% reduction in his prior position. The transaction occurred against a backdrop of exceptional company fundamentals—annual revenue growth of 65.3%, net income of $86.5M on revenue of $465.8M, and a market cap of $17.6B—though the elevated P/E of 716.50 reflects market expectations that may not be easily met. The sale at or near cycle highs following a sustained rally merits investor attention to whether comparable management activity signals shifting conviction at current valuations.