Samant Rahul D

DAL EVP/CIO Samant sold 62,528 shares at $70.18; divested 74.9% of holdings after three consecutive well-timed sales at this ticker

Samant Rahul D sold 62,528 shares on 2026-02-05 at $70.18, reducing his DAL holdings from 83,467 to 20,939 shares (a 74.9% reduction). His three prior measurable sales at DAL were all well-timed against subsequent declines: the 2025-02-11 sale preceded a 21.2% 90-day decline, and the two 2025-02-05 sales each preceded 35.1% 90-day declines. Cross-ticker, his six prior open-market sales averaged a 90-day return of -20.1% with a 75.00% well-timed rate. The current price of $75.35 sits at the 52-week high (+0.0% from peak), and the stock has gained 5.2% in 30 days and 28.0% in 90 days—a notably elevated position relative to the trading range and the insider's recent sale point. This substantial divestiture combined with a consistent pattern of well-timed exits at this ticker deserves monitoring as the stock trades at stretched recent valuations.

EVP & CIO Samant sells 57,003 shares for $3,965,698.71; holdings cut from 93,249 to 36,246

Rahul D Samant, EVP & Chief Info Officer, executed 2 separate sales totaling 57,003 shares at $69.57 on 2026-01-14, reducing his stake by 61.1% from 93,249 to 36,246 shares. His prior 4 sales at DAL show 3 of 4 were well-timed at the 90-day mark, with two 2025-02-05 sales achieving 90-day declines of -35.1% and the 2025-02-11 sale posting -21.2%, though a 2024-11-07 sale gained +11.2% over 90 days. The current stock price of $70.43 sits -2.6% from the 52-week high of $72.31 and has advanced 18.1% over the past 90 days. DAL's fundamentals show a P/E of 9.93 with annual revenue growth of +6.2%, suggesting a modestly valued large-cap position that has recently appreciated significantly.

EVP & CIO Rahul D sells 38,023 shares of DAL at $64.89, reducing holdings to 52,789 shares after run-up.

Rahul D, EVP & Chief Information Officer of Delta Air Lines, sold 38,023 shares at $64.89 on 2025-02-11, reducing his holdings by 41.9% to 52,789 shares and generating $2,467,312.47 in proceeds. The sale occurred as DAL stock stands at $66.33, only 4.0% below its 52-week high of $69.06, following a 30-day gain of 1.9% and 90-day gain of 2.3%. Examining his transaction history at Delta, a prior sale on 2024-11-07 was followed by a 11.2% gain over 90 days, indicating poorly-timed execution from a timing perspective. His cross-ticker track record across all holdings shows 3 prior sells with an average 90-day return of +11.2%, suggesting a pattern of selling before rallies rather than before declines. The company's fundamentals remain sound with $15.7B in latest quarterly revenue, $1.3B net income, and a P/E of 12.24, with annual revenue growth of 6.2%.

EVP CIO Samant Rahul D sold 17,970 shares at $69.07–$69.09 on 2025-02-05 for $1.2M, reducing stake to 90.8K shares.

Samant Rahul D, EVP & Chief Information Officer, executed 2 separate sales totaling 17,970 shares for $1,241,363.96 on 2025-02-05 at an average price of $69.08 per share. This represents a 16.5% reduction in his post-transaction holdings of 90.8K shares. The transaction occurred when DAL was trading near its 52-week high ($69.06), with the stock up 10.9% over the prior 30 days and 11.6% over 90 days. Historically, his prior sale at this ticker (2024-11-07) achieved a 90-day return of +11.2%, indicating the stock rose after that sale—a poorly-timed outcome. The transaction is a routine insider sale with no other material context from the filing.

Delta CIO Samant Rahul D sold 18,600 shares at $62.14; retains 45,563 shares post-transaction.

Samant Rahul D, Delta's Chief Information Officer, executed a sale of 18,600 shares (representing -29.0% of his pre-transaction holdings of 64,163 shares) at $62.14 on November 7, 2024, just below the 52-week high of $62.32. The sale occurred in a context of strong near-term price momentum: the stock has gained 19.8% over 30 days and 55.3% over 90 days. Delta's fundamental position remains solid with annual revenue growth of +14.8%, a P/E of 8.47, and a $39.4B market cap supporting $1.3B in net income. The CIO retains a material position of 45,563 shares, indicating continued skin-in-the-game. The sale size and timing relative to recent momentum and the proximity to the 52-week high warrant investor attention to whether this reflects a routine portfolio decision or signals something more substantive about executive sentiment.