The dollar value is too small relative to market cap to warrant a bearish read. Monitor for any subsequent Form 4 filings that show a material acceleration in selling volume (>$25M or >0.1% of market cap) or a change in pattern (e.g., CEO selling for the first time). No immediate trading action is justified.
Price Chart
Executive Summary
AerCap's CEO, CFO, and General Counsel collectively sold $4.48M in open-market shares over a 7-day window, with the CFO's $3.43M sale accounting for 77% of the total. At 0.017% of AerCap's $25.9B market cap, the cluster is economically trivial and likely driven by routine portfolio diversification or tax planning, not a bearish signal. The cross-filing context shows no recent earnings, M&A, or regulatory filings that would suggest material non-public information.
Key Financial Metrics
Key Facts
- Three C-suite executives sold shares totaling $4.48M: CEO Aengus ($378K), CFO Juhas ($3.43M), and GC Drouillard ($676K).
- Total cluster value represents ~0.017% of AerCap's $25.9B market cap, well below the 0.1% materiality threshold.
- All transactions were open-market sales (code S); no purchases or non-cash transactions were reported.
- Prior 30-day insider activity showed $4.5M in sales, making this cluster a continuation of normal selling patterns.
Financial Impact
Total insider sales of $4.48M, or 0.017% of market cap — immaterial relative to company size.
Risk Factors
- If the selling accelerates in the next 30 days to >$25M, it could signal management's view of a peak valuation.
- AerCap's aircraft leasing business is exposed to airline credit risk and geopolitical disruptions (e.g., Russia/Ukraine exposure).
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AER-1778721288867 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 6-K | $142.21 $144.76 | ▲ +1.79% | ▼ −0.77% | $144.34 (+1.50%) |
Jul 29, 2026 9w ago | Press Release | $148.63 $155.13 | ▲ +4.37% | ▼ −1.16% | $144.34 (−2.89%) |
Jul 29, 2026 9w ago | 6-K | $148.63 $155.13 | ▲ +4.37% | ▼ −1.16% | $144.34 (−2.89%) |
Jul 3, 2026 13w ago | Press Release | $147.84 $151.03 | ▲ +2.16% | ▲ +1.23% | $144.34 (−2.37%) |
Jul 3, 2026 13w ago | Press Release | $147.84 $151.03 | ▲ +2.16% | ▲ +1.23% | $144.34 (−2.37%) |
Jun 29, 2026 13w ago | 6-K | $145.78 $153.45 | ▲ +5.26% | ▲ +4.66% | $144.34 (−0.99%) |
May 9, 2026 20w ago | Insider Cluster | $145.82 $139.79 | ▼ −4.13% | ▼ −4.05% | $144.34 (−1.01%) |
May 6, 2026 21w ago | Insider Cluster | $150.63 $142.88 | ▼ −5.15% | ▼ −6.32% | $144.34 (−4.18%) |
Apr 29, 2026 22w ago | 6-K | $138.11 $144.62 | ▲ +4.71% | ▲ +1.60% | $144.34 (+4.51%) |
Apr 27, 2026 22w ago | 3 | $137.13 $137.73 | ▲ +0.44% | ▼ −1.25% | $144.34 (+5.26%) |
US Market Status
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