ALASKA AIR GROUP, INC. (ALK)

Current Report Filed: 2026-03-30

Key Insights

Alaska Air Group is executing well on its strategy despite a challenging first quarter, with encouraging revenue trends heading into the peak travel season.
Demand has remained strong across the network, with managed corporate demand up over 25% year-over-year and second quarter yields and load factors up as well.
Fuel costs have increased materially due to higher crude and refining prices, resulting in an expected EPS headwind of at least $0.70, but the company is still well positioned for a strong second quarter.

Insider Trading Filed: 2026-03-23

Key Insights

The reporting person, Jason M. Berry, is the Executive Vice President and Chief Operating Officer of Alaska Air Group, Inc. and is exercising restricted stock units (RSUs) that were previously granted.
Berry is directly holding 13,522 shares of Alaska Air Group common stock after the reported transaction, indicating continued ownership and alignment with shareholder interests.
The vesting of the RSUs and subsequent sale of a portion to cover tax withholding obligations suggests the company's equity compensation program is being utilized as intended to incentivize and retain key executive talent.

Insider Trading Filed: 2026-02-20

Key Insights

Andrew R. Harrison, the Executive Vice President and Chief Commercial Officer of Alaska Air Group, Inc., sold 5,500 shares of the company's common stock on February 18, 2026 at a weighted average price of $56.634 per share.
Following the reported transaction, Harrison now directly owns 30,828 shares of the company's common stock.
The sale of shares by a key executive may indicate a shift in the company's outlook or management's confidence in the stock's future performance.

Insider Trading Filed: 2026-02-20

Key Insights

Shane R. Tackett, the EVP and CFO of Alaska Air Group, sold 24,000 shares of the company's common stock at a weighted average price of $57.1472 per share.
Tackett still holds 43,377 shares of Alaska Air Group's common stock directly, and an additional 2,806 shares indirectly through the company's ESOP trust.
The insider selling activity, while not a major transaction, may signal that the executive is taking some profits or diversifying their holdings, which could be viewed as a neutral signal for investors.

Insider Trading Filed: 2026-02-13

Key Insights

EVP Kyle B. Levine exercised 3,716 restricted stock units and sold 1,030 shares to cover tax withholding, reducing his direct ownership to 29,310 shares.
The reported transactions were part of a vesting schedule for a 2025 grant of 11,150 RSUs that vest in 1/3 increments over 3 years.
Insider transactions like these provide insight into executive compensation and alignment with shareholder interests.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Constance E. Von Muehlen, is an EVP and Advisor to the COO of Alaska Air Group, Inc., indicating their key role within the company.
Von Muehlen exercised 5,080 restricted stock units (RSUs) and sold 1,152 shares to cover tax withholding obligations, suggesting ongoing equity incentive-based compensation and management participation.
The reporting person still holds a substantial direct ownership stake of 33,612 shares, as well as an indirect stake of 938 shares held by their spouse, indicating continued alignment with shareholders.

Insider Trading Filed: 2026-02-13

Key Insights

Shane R. Tackett, the Executive Vice President and Chief Financial Officer of Alaska Air Group, Inc., has exercised 6,443 restricted stock units (RSUs) and sold 2,536 shares to cover tax withholding obligations.
Tackett continues to hold a substantial position in Alaska Air Group's common stock, with a total of 50,411 shares held directly and an additional 2,806 shares held indirectly through the company's ESOP trust.
The reported transaction aligns with Tackett's role as a key executive and indicates his ongoing commitment to the company's long-term success.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Andrea L. Schneider, who is the President and CEO of Horizon Airlines, a subsidiary of Alaska Air Group, exercised 2,786 restricted stock units (RSUs) and disposed of 632 shares to cover tax withholding obligations.
The remaining 37,620 shares are now held directly by the reporting person, indicating continued insider ownership and commitment to the company.
The vesting of the RSUs appears to be part of a broader equity compensation plan, with the remaining 5,574 RSUs scheduled to vest over the next two years.

Insider Trading Filed: 2026-02-13

Key Insights

Benito Minicucci, the CEO and President of Alaska Air Group, has exercised 15,486 restricted stock units (RSUs) and sold 5,832 shares to cover tax withholding obligations.
This insider transaction indicates Minicucci's continued confidence in the company, as he is holding onto the majority of his shares following the vesting of RSUs.
The timing of this transaction, which falls in the first quarter of 2026, suggests Minicucci may have insights into the company's near-term performance and outlook.

Insider Trading Filed: 2026-02-13

Key Insights

Andrew R. Harrison, the Executive Vice President and Chief Commercial Officer of Alaska Air Group, Inc., exercised 5,450 restricted stock units (RSUs) and sold 2,053 shares to cover tax withholding obligations.
The RSUs were part of a grant of 16,350 shares awarded on February 11, 2025, which vest in one-third increments over three years.
The transaction indicates continued insider confidence and alignment with shareholders, as the executive is retaining a significant portion of the vested shares.

Insider Trading Filed: 2026-02-13

Key Insights

Emily Halverson, VP Finance, Controller & Treasurer of Alaska Air Group, Inc. (ALK), exercised 1,209 restricted stock units (RSUs) and sold 295 shares to cover tax withholdings.
Halverson's beneficial ownership decreased from 12,038 shares to 11,743 shares following the transaction.
This routine insider transaction provides insight into the executive's compensation structure and ongoing ownership of ALK stock.

Insider Trading Filed: 2026-02-13

Key Insights

Diana Birkett Rakow, the EVP and CEO of Hawaiian Airlines, acquired 2,476 shares of Alaska Air Group, Inc. (ALK) stock through the vesting of restricted stock units.
Birkett Rakow disposed of 603 shares to cover tax withholding obligations, indicating she maintains a direct ownership of 23,865 ALK shares.
The restricted stock unit grant was awarded on February 11, 2025, and vests in 1/3 increments over three years, with the latest tranche vesting on February 11, 2026.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Jason M. Berry, exercised 3,096 restricted stock units (RSUs) and sold 754 shares to cover tax withholding obligations, indicating continued participation in the company's equity compensation program.
The reported transaction represents a partial vesting of a larger RSU grant made in February 2025, suggesting the executive's long-term alignment with shareholders through equity-based incentives.
The reported net reduction of 754 shares in the executive's direct ownership position is relatively modest, maintaining a substantial stake of 9,677 shares in the company.

Annual Report Filed: 2026-02-12

Key Insights

Alaska Air Group's revenue is showing steady recovery, with passenger revenue increasing year-over-year in 2025 compared to 2024 and 2023 levels.
The company's aircraft fleet mix is shifting, with a planned increase in more fuel-efficient A321neo and B787-9 aircraft, which could improve operating efficiency.
Accrued liabilities and other non-current liabilities have increased, indicating potential areas to monitor for impact on the company's financial position.

Insider Trading Filed: 2026-02-11

Key Insights

The EVP of Corporate Public Affairs and Chief Legal Officer of Alaska Air Group, Kyle B. Levine, acquired 7,661 shares through the vesting of Performance Stock Units (PSUs) and disposed of 2,945 shares through a stock sale.
Levine also received a grant of 15,850 Restricted Stock Units (RSUs) that will vest over the next three years, aligning his interests with those of shareholders.
The insider transactions suggest continued confidence in the company's long-term prospects, as Levine has increased his direct ownership in the stock.

Insider Trading Filed: 2026-02-09

Key Insights

The reporting person, SHANE R. TACKETT, who is the EVP and CFO of Alaska Air Group, Inc. (ALK), sold 10,000 shares of the company's common stock on February 5, 2026 at a weighted average price of $55.0007 per share.
The sale of 10,000 shares represents a decrease in TACKETT's direct beneficial ownership of ALK common stock from 43,530 shares to 33,530 shares.
The reported transaction was not made pursuant to a 10b5-1 trading plan, indicating it was a discretionary sale by the insider.

Current Report Filed: 2026-01-22

Key Insights

Alaska Air Group reported strong financial results for the fourth quarter and full year of 2025, indicating the company's operations and performance remained robust.
The company's press release and supplemental materials provided detailed financial and operational data, offering investors a comprehensive update on the company's performance.
The company's investor update provides an opportunity for investors to gain further insights into the company's strategy, outlook, and growth plans.

Current Report Filed: 2026-01-07

Key Insights

Alaska Air Group has placed a significant order for 53 incremental 737-10 aircraft and exercised 52 737-10 option aircraft, indicating a strong commitment to fleet expansion and modernization.
The company has also exercised 5 additional 787 option aircraft, diversifying its long-haul fleet capabilities.
The order includes 35 incremental 737-10 option aircraft, providing flexibility for future growth and capacity adjustments.

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Important Information