Monitor for potential continued insider selling despite strong earnings; assess whether CEO's sale is portfolio diversification or reflects reduced conviction. The timing near a positive earnings release creates mixed signals for traders.
Price Chart
Executive Summary
Analysis based on filing metadata only — document content was unavailable. Insider trading cluster involves CEO selling $7 million in shares following strong earnings, but non-cash derivative exercises dominate the activity. Cross-filing context shows recent positive earnings and guidance.
Key Financial Metrics
Key Facts
- Insider trading cluster reported for AAR CORP (AIR) with activity over the past 7 days
- CEO John Holmes sold $6.98 million in open-market transactions following earnings release
- CEO also exercised derivatives for 124,450 shares (partially at $37.66/share, totaling $2.34 million in cost basis)
- CFO received a non-cash stock award of 7,580 shares
- Director Billy Nolen sold $173,385 in shares
- Cluster occurs just 6 days after strong earnings report showing 25% sales growth and improved margins
- Total open-market insider sales in cluster: ~$7.16 million, representing ~0.17% of $4.3B market cap
Financial Impact
$7.16 million in open-market sales by insiders, primarily CEO, following earnings beat
Risk Factors
- Perception of insider selling after a strong quarter could dampen investor sentiment
- Potential for further share sales by insiders if this marks the start of a divestment trend
Market Snapshot
Investment Themes
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $96.07 | awaiting T+1 | — | $100.08 (+4.17%) |
Oct 26, 2026 1d ago | 144 | $97.34 | awaiting T+1 | — | $100.08 (+2.81%) |
Oct 26, 2026 1d ago | 8-K | $97.34 $100.08 | ▲ +2.81% | ▲ +2.25% | $100.08 (+2.81%) |
Oct 20, 2026 7d ago | 144 | $99.64 $96.67 | ▼ −2.98% | ▼ −1.80% | $100.08 (+0.44%) |
Sep 28, 2026 28d ago | 8-K | $106.75 $101.47 | ▼ −4.95% | ▼ −4.74% | $100.08 (−6.25%) |
Sep 28, 2026 29d ago | Press Release | $106.75 $101.47 | ▼ −4.95% | ▼ −4.74% | $100.08 (−6.25%) |
Sep 24, 2026 4w ago | 8-K | $120.56 $116.11 | ▼ −3.69% | ▼ −4.23% | $100.08 (−16.99%) |
Sep 15, 2026 6w ago | Press Release | $117.23 | awaiting T+1 | — | $100.08 (−14.63%) |
Aug 10, 2026 11w ago | DEFA14A | $142.69 $145.45 | ▲ +1.93% | ▲ +2.25% | $100.08 (−29.86%) |
Aug 4, 2026 12w ago | DEFA14A | $149.43 $146.83 | ▼ −1.74% | ▼ −1.54% | $100.08 (−33.03%) |
US Market Status
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