TDG
TransDigm Group INC
TransDigm Group Inc designs and produces proprietary aerospace components, with its strongest political signal being concentrated executive branch holdings ($1,001-$15,000 buckets) by former President Donald J. Trump and a senior staffer, alongside $11.9M in recent DoD contracts.
Govt Dependence
65/100
Regulatory Density
40/100
Lobbying Intensity
0/100
Political Signal
BULLISH
BusinessWhat TDG does
TransDigm Group Inc is an aerospace manufacturer focused on proprietary, sole-source components for commercial and military aircraft. Its revenue is derived from aftermarket parts and original equipment sales, with a significant portion tied to defense procurement. The company's business model relies on high-margin, proprietary products with significant barriers to entry.
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)
240 trading days ·
14 congressional trades shown
·
1 insider buys
·
11 13F filings
·
4 past bill actions
·
18 upcoming markups
Executive Branch ConflictsTDG held by Trump-administration officials
2 cabinet/senior officials reported TDG positions in OGE Form 278 disclosures across 3 filings.
Lifetime Government AwardsTDG federal contracts by year
$12M
total awarded · 2018–2026
111
contracts on file
2025
peak year ($7M)
Top contracts by award amount
$974K
Department of Defense
2025-12-05
8511793140!CABLE ASSEMBLY,CONT
$598K
Department of Defense
2026-01-09
8511849366!SWITCH ASSEMBLY,ENG
$593K
Department of Defense
2025-06-18
8511452275!PUMP,ROTARY
$526K
Department of Defense
2025-08-25
8511593552!GEARBOX ASSEMBLY
$440K
Department of Defense
2025-09-04
8511590337!GEARBOX ASSEMBLY
9 years · 111 contracts
Smart Money · 13F HoldingsHedge funds holding TDG
$1.96B
Total TDG held by tracked 13F funds
40
Funds with TDG positions
+40
Funds opened this quarter
Millennium Management
$187M
opened
2024-06-30
Citadel Advisors
$170M
opened
5 overlap
2025-12-31
D.E. Shaw & Co.
$154M
opened
2025-06-30
Millennium Management
$141M
opened
2024-03-31
Renaissance Technologies
$111M
opened
2024-06-30
Renaissance Technologies
$108M
opened
2024-09-30
Millennium Management
$101M
opened
2024-09-30
Renaissance Technologies
$97M
opened
2025-03-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard
Politicians Trading TDGMembers of Congress with recent TDG positions
6 politicians traded TDG across 32 disclosed transactions totaling $477K (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
5 buys
$65K
2026-04-29
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
2026-04-17
April McClain Delaney
Purchase
$1,001 - $15,000
2026-04-16
April McClain Delaney
Purchase
$15,001 - $50,000
2026-04-29
April McClain Delaney
Purchase
$1,001 - $15,000
2026-04-20
April McClain Delaney
Purchase
$1,001 - $15,000
2026-04-15
April McClain Delaney
Purchase
$1,001 - $15,000
2026-03-16
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2026-03-25
Gilbert Ray Cisneros
Sale
$1,001 - $15,000
2026-01-30
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2025-12-24
Gilbert Ray Cisneros
Sale
$1,001 - $15,000
2025-11-18
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2025-10-17
Gilbert Ray Cisneros
Purchase
$1,001 - $15,000
2025-10-17
Gilbert Ray Cisneros
purchase
$1,001 - $15,000
30+ trades on file · most recent 2026-05-07
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
6
option exercises · $6.4M
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
HR.2505 · 119th
Block the Use of Transatlantic Technology in Iranian Made Drones Act
S.933 · 119th
NASA Transition Authorization Act of 2025
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
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STRUCTURAL: Executive branch holdings by two filers, including former President Trump, per `get_executive_branch_exposure.by_ticker[0].holdings`. Defense-focused committee alignment via donations to Senators on Appropriations (Heinrich) and Finance (Warner). EVIDENTIARY: No recent congressional trades on TDG; concentrated insider buying by CEO totaling $4.6M across 8 transactions in 180 days per `get_corporate_insider_signal.top_buys`. Net: Strong structural alignment with defense oversight and executive branch interest, supported by significant insider conviction, though lacking recent legislative or trading momentum.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Potential scrutiny of sole-source contracting and pricing practicesDepartment of Defense"`get_government_precedent.federal_contracts_summary[0]` shows 111 contracts totaling $11.9M, indicating concentrated DoD exposure."
Regulatory opportunities
-
Continued defense budget allocations for aerospace subsystemsDepartment of Defense"`get_government_precedent.federal_contracts_summary[0]` shows active contract relationship with the DoD."
Capitol Hill AlliesChampions & critics
Congressional champions
Congressional critics
- No specific congressional critics identified.
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 111 federal contract awards totaling $11,919,328, primarily from agencies including Department of Defense. 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?
122 congressional trades by 14 unique members of Congress, most recently on 2026-04-29. See the Congressional Trading panel for politician-by-politician breakdown.
What is TDG political risk profile?
Government dependence: 65/100. Lobbying intensity: 0/100. Political signal: bullish. Donor party split: R 0% / D 100%.
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.