Insider Trading April 17, 2026 07:45 PM

StandardAero CEO Sells Shares to Cover RSU Taxes; Exercises and Awards Increase Holdings

Ford Russell Wayne completed a $291,055 sale on April 16, 2026, while also acquiring shares and receiving additional equity awards amid recent analyst moves and record Q4 results

By Derek Hwang SARO
StandardAero CEO Sells Shares to Cover RSU Taxes; Exercises and Awards Increase Holdings
SARO

StandardAero Chief Executive Officer Ford Russell Wayne sold 10,638 shares on April 16, 2026, at $27.36 per share for roughly $291,055 to cover tax withholding tied to vested RSUs. The filing also shows simultaneous exercises and awards that expanded his equity position. The company reported record Q4 2025 revenue and EPS, while analysts adjusted models and coverage amid margin concerns and industry growth expectations.

Key Points

  • CEO Ford Russell Wayne sold 10,638 shares on April 16, 2026, at $27.36 per share for about $291,055 to cover tax withholding for vested RSUs - impacts corporate equity holdings and immediate insider ownership figures.
  • On the same day, Mr. Ford acquired 24,980 shares via RSU exercise and received 74,890 restricted stock units plus 239,063 employee stock options - net effect includes both a sale for tax purposes and material equity awards.
  • StandardAero reported record Q4 2025 results with $1.6 billion in total revenue and EPS of $0.24; analysts adjusted targets and estimates amid margin concerns and MRO sector growth, affecting investor expectations in aviation maintenance and equities markets.

StandardAero, Inc. reported an insider transaction in which Chief Executive Officer Ford Russell Wayne sold 10,638 shares of the company's common stock on April 16, 2026, at $27.36 per share, a transaction that totaled approximately $291,055.

The sale was disclosed in a Form 4 filing with the Securities and Exchange Commission and reduced Mr. Ford's direct holdings in StandardAero to 14,342 shares. The filing specifies that the disposition was made to satisfy tax withholding obligations triggered by the vesting of restricted stock units (RSUs).

On the same date Mr. Ford also completed equity-building actions. The filing records the acquisition of 24,980 common shares through the exercise of restricted stock units. In addition, Mr. Ford received 74,890 restricted stock units and 239,063 employee stock options.

Market context in the filing notes that StandardAero shares were trading at $26.76 at the time the item was reported, while InvestingPro analysis indicates a Fair Value estimate of $31.68, suggesting the security was trading below that assessed fair value.

StandardAero has recently disclosed operational and strategic developments alongside the insider activity. The company posted record financial results for the fourth quarter of 2025, with total revenues of $1.6 billion and earnings per share of $0.24, reflecting both top-line growth and improved profitability for the period.

Analyst activity around the stock has shifted in recent coverage. Jefferies lowered its price target to $34 from $38 while maintaining a Buy rating, and trimmed its first-quarter EPS estimate to $0.22, citing anticipated margin pressures. Separately, BTIG initiated coverage with a Buy rating and set a $35 price target, pointing to growth in the maintenance, repair, and overhaul sector as a positive catalyst.

The company also announced a leadership change within its Business Aviation segment. Giovanni Spitale has been appointed President of Business Aviation. He replaces Anthony Brancato III, who will retire but remain with StandardAero through June 2026 to support the transition.

Investors seeking additional documentation and analysis about StandardAero can access one of the Pro Research Reports available on InvestingPro, which covers this company among more than 1,400 U.S. equities.


Contextual note - The Form 4 filing is specific about the purpose of the sale and the concurrent equity transactions. The disclosure shows both a cash sale to meet tax obligations from RSU vesting and simultaneous exercises and awards that increased Mr. Ford's granted equity holdings.

Risks

  • Analyst estimates and targets have shifted - Jefferies lowered its price target and trimmed Q1 EPS due to anticipated margin pressures, introducing near-term earnings uncertainty for the company and the aviation MRO sector.
  • Management transition in the Business Aviation segment - Anthony Brancato III will retire but remain through June 2026 to aid the handover to Giovanni Spitale, creating a defined transition period that could affect operational continuity.
  • Discrepancies between market price and valuation metrics - shares were trading below the InvestingPro Fair Value estimate at the time of the filing, which may contribute to valuation uncertainty among investors in the equity markets.

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