TDG
TransDigm Group INC
TransDigm is a highly acquisitive manufacturer of proprietary aerospace components whose defense-heavy, sole-source aftermarket business draws recurring DoD pricing scrutiny.
Govt Dependence
45/100
Regulatory Density
60/100
Lobbying Intensity
20/100
Political Signal
MEDIUM
BusinessWhat TDG does
TransDigm designs and produces highly engineered aircraft components (actuators, ignition systems, pumps, cockpit controls) sold to commercial OEMs, airlines, and the military. Revenue is dominated by high-margin proprietary aftermarket parts, many sole-sourced, with roughly a third tied to defense.
12 months past · 3 months futureTDG activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
248 trading days ·
19 congressional trades shown
·
1 insider buys
·
7 13F filings
·
3 past bill actions
·
1 upcoming markups
Executive Branch ConflictsTDG held by Trump-administration officials
2 cabinet/senior officials reported TDG positions in OGE Form 278 disclosures across 30 filings.
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Donald J. Trump
President · White House
TRANSDIGM GROUP INC
Lifetime Government AwardsTDG federal contracts by year
$48M
total awarded · 2010–2016
1000
contracts on file
2014
peak year ($12M)
Top contracts by award amount
$696K
Department of Defense
2015-11-12
8502676637!VALVE,SOLENOID
$687K
Department of Defense
2016-03-18
8503049593!VALVE,LINEAR,DIRECT
$642K
Department of Defense
2015-09-24
8502522573!VALVE,DEFUEL,AIRCRA
$621K
Department of Defense
2013-07-31
8500271397!VALVE,SOLENOID
$612K
Department of Defense
2013-06-05
VALVE,FUEL SYSTEM
7 years · 1000 contracts
Smart Money · 13F HoldingsHedge funds holding TDG
$64.49B
Total TDG held by tracked 13F funds
8
Funds with TDG positions
+3
Funds opened this quarter
Lone Pine Capital
$41.35B
+86%
11 overlap
2026-03-31
Renaissance Technologies
$22.92B
opened
11 overlap
2026-03-31
Citadel Advisors
$170M
+141%
5 overlap
2025-12-31
D.E. Shaw & Co.
$31M
+63%
5 overlap
2025-12-31
Bridgewater Associates
$7M
opened
5 overlap
2025-12-31
Millennium Management
$5M
-46%
5 overlap
2025-12-31
Coatue Management
$1M
opened
5 overlap
2025-12-31
Point72 Asset Management
$138K
+82%
5 overlap
2025-12-31
Politicians Trading TDGMembers of Congress with recent TDG positions
6 politicians traded TDG across 37 disclosed transactions totaling $517K (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just TDG). 0-30 LOW · 30-60 MID · 60+ HIGH.
Jefferson Shreve
4 buys
4 sells
$260K
2025-05-12
LOW · 0
April McClain Delaney
10 buys
$105K
2026-05-22
LOW · 4
Gilbert Ray Cisneros
5 buys
2 sells
$56K
2026-03-25
HIGH · 61
Josh Gottheimer
6 sells
$48K
2025-02-04
LOW · 1
Val T. Hoyle
2 buys
2 sells
$32K
2025-09-23
LOW · 0
Robert P. Bresnahan
2 sells
$16K
2025-01-13
LOW · 0
Congressional TradesWho in Congress is trading TDG
2026-05-08
April McClain Delaney
Purchase
$1,001 - $15,000
2026-05-13
April McClain Delaney
Purchase
$1,001 - $15,000
2026-05-07
April McClain Delaney
Purchase
$1,001 - $15,000
2026-05-21
April McClain Delaney
Purchase
$1,001 - $15,000
2026-05-22
April McClain Delaney
Purchase
$1,001 - $15,000
2026-04-17
April McClain Delaney
Purchase
$1,001 - $15,000
2026-04-15
April McClain Delaney
Purchase
$1,001 - $15,000
2026-04-29
April McClain Delaney
Purchase
$1,001 - $15,000
2026-04-16
April McClain Delaney
Purchase
$15,001 - $50,000
2026-04-20
April McClain Delaney
Purchase
$1,001 - $15,000
2026-03-25
Gilbert Ray Cisneros
Sale
$1,001 - $15,000
2026-03-16
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
30+ trades on file · most recent 2026-06-05
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Open-market buys
C
Insider signal score 40/100 · 1 distinct insiders · 1 open-market buys totaling $1.2M in the last 180 days.
2026-02-06
Lisman Michael
President & CEO
BUY
950 sh
$1.2M
Stock awards & option exercises
8
stock awards · $428K market value
4
option exercises · $4.2M
2026-03-20
Howley W Nicholas
Director
AWARD
113 sh
$137K
2026-03-20
BARR DAVID
Director
AWARD
41 sh
$50K
2026-03-20
HENNESSY SEAN P
Director
AWARD
41 sh
$50K
2026-03-20
MCCULLOUGH GARY E
Director
AWARD
37 sh
$45K
2026-03-20
Graff Michael
Director
AWARD
30 sh
$36K
2026-03-20
Santana Michele
Director
AWARD
30 sh
$36K
2026-03-20
Palmer Peter
Director
AWARD
30 sh
$36K
2026-03-20
CRONIN JANE M.
Director
AWARD
30 sh
$36K
For TDG, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.
Bills Affecting TDGLive legislation impacting this stock
S.933 · 119th
NASA Transition Authorization Act of 2025
HR.2505 · 119th
Block the Use of Transatlantic Technology in Iranian Made Drones Act
S.791 · 119th
Justice Thurgood Marshall National Historic Site Establishment Act of 2025
HR.1618 · 119th
Precision Agriculture Satellite Connectivity Act
HR.2458 · 119th
Secure Space Act of 2025
HR.2775 · 119th
Coastal Drone Surveillance and Interdiction Assessment Act
HR.2592 · 119th
Aviation Medication Transparency Act of 2025
HR.2563 · 119th
Aviation Education Remaining Operational Act
HR.2431 · 119th
Don't Cut FAA Workers Act of 2025
HRES.258 · 119th
Censuring Representative Jasmine Crockett of Texas.
Political ProfileWhere TDG sits in Washington
bipartisan
Stock reacts more to commercial airline traffic and defense budget cycles than daily politics, but DoD pricing-abuse investigations have historically pressured shares.
Regulatory ExposureThreats & opportunities
Regulatory threats
- DoD IG scrutiny of excess-pricing on sole-source parts
- procurement pricing transparency rules
- FAA certification requirements
Regulatory opportunities
- higher defense budgets
- increased military aftermarket/sustainment demand
- commercial aerospace recovery
LobbyingWho's hired to advocate for TDG
Aerospace Industries AssociationNational Defense Industrial Association
Member intelligence layer
Live signals + predictions for TDG — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades TDG
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout TDG & political exposure
Does TransDigm Group INC (TDG) hold federal contracts?
Yes. TransDigm Group INC has 2091 federal contract awards totaling $107,217,539, primarily from agencies including Department of Defense, Department of Homeland Security. See full contract list and amounts on this page.
Which Trump cabinet officials own TDG stock?
2 Trump cabinet members or senior White House staff have disclosed holdings in TDG on their OGE 278 financial disclosures, including Donald J. Trump, Lori Chavez-DeRemer. See the Cabinet Conflicts panel for details.
Has Congress traded TDG stock?
127 congressional trades by 14 unique members of Congress, most recently on 2026-05-22. See the Congressional Trading panel for politician-by-politician breakdown.
What is TDG political risk profile?
Government dependence: 45/100. Lobbying intensity: 20/100. Political signal: medium. Donor party split: bipartisan.
How does GovGreed track TDG political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. TDG data is updated daily from these official federal sources.