The insider sales are too small relative to market cap to warrant a bearish read. Monitor for any material increase in selling volume or a change in pattern (e.g., CEO/CFO accelerating sales above 0.5% of market cap). The next earnings release or material corporate event would be a more relevant catalyst for the stock.
Price Chart
Executive Summary
Two AerCap insiders—CEO Aengus Kelly and General Counsel Vincent Drouillard—sold a combined $1.05M in open-market sales over two days in early May, while CFO Peter Juhas sold an additional $3.4M on May 12. The total cluster value of ~$4.5M represents ~0.02% of AerCap's $25B market cap, a trivial proportion. The sales are likely routine diversification/vesting-related and carry no bearish signal for the stock.
Key Financial Metrics
Key Facts
- CEO Aengus Kelly sold 2,600 shares at $147.59 on May 6, 2026, for ~$378K.
- General Counsel Vincent Drouillard sold 4,500 shares at $150.00 on May 7, 2026, for ~$676K.
- CFO Peter Juhas sold 23,842 shares at $143.77 on May 12, 2026, for ~$3.4M.
- Total insider sales in the cluster: ~$4.5M, or ~0.02% of AerCap's $25B market cap.
- No insider open-market purchases were reported in the cluster.
- All sales are open-market (code S); no 10b5-1 plan disclosure is present, but the small size relative to market cap suggests routine diversification.
Financial Impact
Total insider sales of ~$4.5M represent ~0.02% of AerCap's $25B market cap—immaterial.
Risk Factors
- If insider selling accelerates to >0.5% of market cap in a concentrated window, it could signal management concern.
- No purchases by insiders in this window—consistent with neutral-to-slightly-negative insider sentiment, but not actionable at this scale.
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-1779105375129 |
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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