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Insider Cluster ·Filed Mar 26, 2026

AIR

AAR CORP
MIXED
Impact 5/10
Horizondays Processed7mo ago
Insider cluster: 3 insiders, $7.2M total
Actionable Insight ◆ Mixed

Monitor for continued insider selling in coming weeks — while the dollar amount is modest relative to market cap, the timing after a strong earnings print may raise questions. Compare future Form 4s to assess whether this is routine option monetization or a broader trend.

DirectionMixed
Confidencelow
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
AIR ▲ +18.17% at T+60d
NEUTRAL call +18.17% · α vs SPY +4.22% · entry $110.82 → $130.96
Entry = T+0 close
Mar 25, 2026
via day close
T+1d
-3.22%
call -3.22% · α -1.54%
$107.25
settled 7mo ago
T+5d
-0.94%
call -0.94% · α -2.57%
$109.78
settled 7mo ago
T+20d
-0.25%
call -0.25% · α -10.92%
$110.54
settled 6mo ago
T+60d
+18.17%
call +18.17% · α +4.22%
$130.96
settled 4mo ago

Price Chart

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Executive Summary

Analysis based on filing metadata only — document content was unavailable. However, cross-filing context reveals an insider trading cluster coinciding with recent strong earnings. CEO and CFO engaged in derivative exercises and open-market sales totaling $7.2M, representing 0.17% of market cap, shortly after reporting a 25% sales increase and improved guidance.

Key Financial Metrics

Direction
selling

Key Facts

  • Insider trading cluster occurred within 7 days of strong earnings release (8-K filed 2026-03-24)
  • CEO sold $6.98M in shares following exercise of options, CFO received non-cash grant
  • Total open-market sales in cluster: $7.2M (0.17% of $4.3B market cap)
  • Recent earnings showed 25% sales growth, adjusted EPS up 26%, and raised guidance

Financial Impact

$7.2M in insider sales, partially offset by non-cash grants and exercises

insider ownershipshare countmarket sentiment

Risk Factors

  • Perception of insider profit-taking after positive news could dampen sentiment
  • Potential misinterpretation of derivative exercises as outright selling pressure

Market Snapshot

Exchange
NYSE
Sector
Aircraft & Parts

Investment Themes

Industrials & Manufacturing

Documents Analyzed

Report based on filing metadata.

17 reports for AIR
Performance horizon
33% Hit rate @ T+1 1 of 3 directional calls Went positive at some point 1 of 3 best @ T+1▲ +4.45%Aug 3, 2026
Filters
Rows
Reports for AIR — sortable, filterable
TypeNow
Oct 26, 2026
today
144
NEUTRAL ★ 3/10
$97.34awaiting T+1—$97.34 (−0.00%)
Oct 26, 2026
today
8-K
NEUTRAL ★ 4/10
$94.67awaiting T+1—$97.34 (+2.82%)
Oct 20, 2026
6d ago
144
NEUTRAL ★ 2/10
$99.64 $96.67▼ −2.98%▼ −1.80%$97.34 (−2.31%)
Sep 28, 2026
28d ago
8-K
BULLISH ★ 7/10
$106.75 $101.47▼ −4.95%▼ −4.74%$97.34 (−8.81%)
Sep 28, 2026
28d ago
Press Release
BULLISH ★ 7/10
$106.75 $101.47▼ −4.95%▼ −4.74%$97.34 (−8.81%)
Sep 24, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$120.56 $116.11▼ −3.69%▼ −4.23%$97.34 (−19.26%)
Sep 15, 2026
5w ago
Press Release
NEUTRAL ★ 1/10
$117.23awaiting T+1—$97.34 (−16.97%)
Aug 10, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$142.69 $145.45▲ +1.93%▲ +2.25%$97.34 (−31.78%)
Aug 4, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$149.43 $146.83▼ −1.74%▼ −1.54%$97.34 (−34.86%)
Aug 3, 2026
12w ago
Institutional Cluster
BULLISH ★ 5/10
$143.06 $149.43▲ +4.45%▲ +2.65%$97.34 (−31.96%)
Showing 10 of 17

US Market Status

Market Closed — Opens in 3h 57m

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Report published Mar 30, 2026