Trade of the House

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BUY TDG · April McClain Delaney

Transdigm Group Incorporated Common Stock (TDG)

B

Deliberate position with a committee link

Signal score 61 / 100 — how much this looks like a deliberate, informed position rather than routine portfolio activity.
Inside their committee's jurisdiction
32/32
Isolated decision, not a bulk rebalance
19/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
3/10
Member's own account
0/8
Committee chair or ranking member
0/8
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
0/8
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
6/6
Position size
1/3
Leveraged instrument (option)
0/3

A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.

It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.

The filing it came from

2nd member to buy this in 60 days Also bought by Gilbert Cisneros in the 60 days before this filing became public.

filed in 20 days Within the 30-day notification window.

Still held, as far as the filings show. No disclosed sale of this name from this account since the purchase. A sale inside its 45-day disclosure window would look exactly the same, so this is the absence of a filing rather than evidence of a position.

This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.

This filing disclosed 24 transactions in total, of which 4 share this trade date (16 Apr 2026).

Filed 06 May 2026 · source PDF

Same day: MORNPAYXVIK

Price

Entry
$1239.79
07 May 2026
Latest
$1242.04
11 Aug 2026
Since entry
+0.2%
price only

52-week range $1132.88 – $1450.00. The marker is the entry: the first market open after this filing became public.

TransDigm Group Incorporated

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor p…

Market cap
$69.8B
1yr target
$1523
+22.1% from $1247.46
Analysts
19
buy
P/E
37.9
beta 0.91
SectorIndustrials
IndustryAerospace & Defense
Analyst range $1350 – $1972
Employees16,500
InstrumentST
Jurisdiction tags aerospacedefenseindustrials

https://www.transdigm.com

Inside this member's remit. Their committees cover aerospaceagriculturecommoditiestechnology

Expressing this with options

An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.

Loading chain…

Outcome

HeldThis tradeS&P 500Alpha
1m -0.1% +0.3% -0.4%
3m +1.8% +4.8% -3.0%
now 3.2 mo +0.2% +5.6% -5.4%
6m
12m 1yr
18m
24m
36m
48m
60m 5yr

Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 7 rows are blank because those windows have not closed yet: this trade was entered 07 May 2026, so anything longer than that is still running.

Other congressional trades in TDG

GradeDateMemberSideAmount
C 28 Jul 2026 April McClain Delaney purchase $1,001 - $15,000
C 22 May 2026 April McClain Delaney purchase $1,001 - $15,000
C 21 May 2026 April McClain Delaney purchase $1,001 - $15,000
C 13 May 2026 April McClain Delaney purchase $1,001 - $15,000
C 08 May 2026 April McClain Delaney purchase $1,001 - $15,000
C 07 May 2026 April McClain Delaney purchase $1,001 - $15,000
C 29 Apr 2026 April McClain Delaney purchase $1,001 - $15,000
C 20 Apr 2026 April McClain Delaney purchase $1,001 - $15,000
C 17 Apr 2026 April McClain Delaney purchase $1,001 - $15,000
B 15 Apr 2026 April McClain Delaney purchase $1,001 - $15,000
E 27 Mar 2026 Alan Armstrong purchase $1,001 - $15,000
B 25 Mar 2026 Gilbert Cisneros sale partial $1,001 - $15,000
B 16 Mar 2026 Gilbert Cisneros purchase $1,001 - $15,000
C 30 Jan 2026 Gilbert Cisneros purchase $1,001 - $15,000
C 24 Dec 2025 Gilbert Cisneros sale partial $1,001 - $15,000
C 18 Nov 2025 Gilbert Cisneros purchase $1,001 - $15,000
C 17 Oct 2025 Gilbert Cisneros purchase $1,001 - $15,000
D 23 Sep 2025 Valerie Hoyle sale $1,001 - $15,000
D 12 May 2025 Jefferson Shreve sale $15,001 - $50,000
D 08 May 2025 Jefferson Shreve sale partial $15,001 - $50,000
D 07 Apr 2025 Jefferson Shreve purchase $15,001 - $50,000
C 05 Mar 2025 Jefferson Shreve purchase $15,001 - $50,000
B 04 Feb 2025 Josh Gottheimer sale partial $1,001 - $15,000
C 16 Jan 2025 Josh Gottheimer sale partial $1,001 - $15,000
D 13 Jan 2025 Rob Bresnahan sale $1,001 - $15,000