TransDigm Group Director Robert J. Small Receives Stock in Lieu of Director Fees

TransDigm Group INC ($TDG) Insider Filing Review

1. Executive Summary

On September 21, 2026, TransDigm Group INC director Robert J. Small filed Form 4 reporting an acquisition of 52 shares of Common Stock on September 18, 2026, at an effective price of $1,085.00 per share, totaling $56,420.00.

2. Nature of Transaction

• Transaction Code: A (Grant, award, or other acquisition pursuant to an equity compensation plan).
• Footnote Context: The acquisition represents stock received in lieu of cash payment for a semi-annual director fee, valued at fair market value under TransDigm's Director Share Plan.

3. Ownership Structure Post-Transaction

• Direct Ownership: 5,677 shares.
• Indirect Ownership:
  • 60,246 shares via Family Trusts
  • 366,141 shares via Stockbridge Fund, L.P.
  • 68,139 shares via Stockbridge Partners LLC
• Total Beneficial Ownership: 500,203 shares.

4. Market & Trading Implications

• Trading Significance: Low.
• The transaction is non-discretionary routine compensation elected as equity rather than cash. It does not reflect an open-market speculative purchase, though electing stock over cash generally signals long-term alignment with shareholders.