AerCap Holdings N.V. (AER) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-04-21

Key Insights

Vincent Drouillard, General Counsel of AerCap, received 15,000 restricted share units that converted to restricted shares on 04/20/2026, with a vesting date of 04/30/2030, indicating a four-year retention commitment from senior management.
Tax withholding obligation of 5,903 shares was satisfied through a sale at $147.45 per share, reducing net position while leaving Drouillard with 179,925 ordinary shares beneficially owned indirectly through the company's equity incentive trust.
The restricted shares are held through AerCap's Equity Incentive Plans Trust for tax efficiency under Irish law, with 113,210 shares subject to service-based vesting and 66,715 subject to service-and-performance-based vesting, demonstrating alignment of executive interests with company performance.
This filing represents routine equity compensation activity for a C-suite executive rather than discretionary insider trading, with no material market signal regarding management's views on stock valuation.

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Earlier Insider Trading filings

Filed: 2026-04-21

Peter Juhas, CFO of AerCap Holdings, received 30,000 restricted share units as a compensatory award on May 12, 2025, which converted into restricted shares on April 20, 2026, with vesting scheduled for April 30, 2030, indicating long-term equity incentive alignment with the company.
On the same transaction date, Juhas sold 11,805 ordinary shares at $147.45 per share to satisfy tax withholding obligations related to the RSU conversion, a routine tax-driven transaction rather than a discretionary sale indicating confidence or concern.
Following these transactions, Juhas maintains beneficial ownership of 315,377 ordinary shares (held indirectly through the Equity Incentive Plans Trust), demonstrating substantial personal financial stake in AerCap's performance as a senior executive.

Filed: 2026-04-21

CEO Aengus Kelly received 500,000 restricted share units (RSUs) that converted to restricted shares on 04/20/2026, with a 4-year vesting schedule through April 30, 2030, indicating long-term alignment with company performance.
Kelly sold 152,010 shares at $147.45 per share to satisfy tax withholding obligations related to RSU conversion, a routine administrative transaction rather than a discretionary sale.
Kelly's total beneficial ownership stands at approximately 5.4 million ordinary shares held indirectly through the company's Equity Incentive Plans Trust, with additional unvested restricted shares (3.15 million) subject to service and performance conditions.
The filing shows substantial unvested equity compensation with performance-based vesting conditions (905,877 shares), suggesting management's compensation is tied to operational metrics beyond simple tenure.
No discretionary insider selling occurred; the transaction was purely compensatory in nature with tax withholding sales, which is generally neutral to slightly positive as it reflects confidence in equity-based compensation structure.

Filed: 2026-03-26

The reporting person, Cormac Stuart, acquired 109 ordinary shares of AerCap Holdings N.V. (AER) through the company's profit sharing scheme trust, indicating management's confidence in the company's performance.
The reporting person disposed of 270 ordinary shares, suggesting some profit-taking or rebalancing of his personal portfolio.
The reporting person holds a significant indirect beneficial ownership of 24,613 ordinary shares through the company's equity incentive plans trust, aligning his interests with those of shareholders.

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.