Form 4: AerCap Officer Stuart Cormac Acquires Shares

AerCap Holdings N.V.'s Chief Accounting Officer, Cormac Stuart, reported the acquisition of 109 ordinary shares through an approved profit-sharing scheme.

Summary

• Cormac Stuart, Chief Accounting Officer of AerCap Holdings N.V., acquired 109 ordinary shares on March 24, 2026.
• The shares were acquired at a price of $135.21 per share, representing compensation forgone by the reporting person.
• These shares are held indirectly by the AerCap Approved Profit Sharing Scheme Trust for three years to achieve Irish tax benefits, after which they will be released to Stuart or sold with proceeds released.
• Following this transaction, Stuart beneficially owns 403 ordinary shares indirectly through the Profit Sharing Scheme Trust.
• Stuart also directly owns 270 ordinary shares and indirectly owns 24,613 ordinary shares through the AerCap Equity Incentive Plans Trust, which include 15,787 restricted shares subject to service-based vesting and 8,826 restricted shares subject to serviceand performance-based vesting conditions.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, typical for executive compensation disclosures and not indicative of significant positive or negative company performance or outlook.

Positives

• The acquisition of shares by a Chief Accounting Officer indicates continued alignment of management's interests with shareholders.
• The use of an approved profit-sharing scheme and equity incentive plans demonstrates a structured approach to employee compensation and retention.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that routine insider share acquisitions, particularly those related to compensation plans, are common across the aviation leasing industry. These transactions generally reflect standard executive compensation practices rather than significant strategic shifts or market signals.

Related Party Transactions

• The acquisition of shares through the AerCap Approved Profit Sharing Scheme Trust and the holding of shares in the AerCap Equity Incentive Plans Trust represent transactions between the company and its Chief Accounting Officer as part of an employee compensation structure.

Stakeholder Impact

• Shareholders: The transaction aligns the Chief Accounting Officer's interests with shareholders through equity ownership, potentially fostering long-term value creation.
• Employees: The profit-sharing and equity incentive schemes demonstrate a commitment to employee compensation and retention, particularly for key executives.

Next Steps

• Shares held in the AerCap Approved Profit Sharing Scheme Trust will be released to the reporting person or sold, and proceeds released, after three years to achieve certain tax benefits under Irish law.
• Restricted shares held in the AerCap Equity Incentive Plans Trust will be released to the reporting person upon vesting, subject to service-based and performance-based conditions.

Key Dates

Keywords

AerCap Holdings, AER, Cormac Stuart, Form 4, Insider Transaction, Share Acquisition, Equity Award, Chief Accounting Officer, Profit Sharing Scheme, Restricted Shares