SCHEDULE: Taglich Boosts Air Industries Stake to 14.3%

Michael N. Taglich has increased his beneficial ownership in Air Industries Group to 14.3% through various transactions including share acquisitions and option exercises.

Summary

• Michael N. Taglich, the reporting person, beneficially owns 682,475 shares of Air Industries Group common stock.
• This ownership represents 14.3% of the company's common stock, based on 4,775,777 shares outstanding as of November 11, 2025.
• The beneficial ownership includes 23,620 shares issuable upon the exercise of options and warrants.
• It also includes 203,012 shares issuable upon conversion of convertible notes, excluding accrued interest since December 31, 2020.
• Changes in ownership between February 5, 2025, and February 13, 2026, resulted from the receipt of shares in lieu of director fees, purchases from Taglich Brothers, Inc., and receipt of options from the Issuer.
• Decreases in potential acquisition rights occurred due to the expiration of options and payment of convertible notes previously held by the Reporting Person or Taglich Brothers, as well as sales of common stock by Taglich Brothers.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as moderately positive due to the increase in beneficial ownership by a key insider, suggesting continued confidence, despite some related-party sales.

Positives

• Michael N. Taglich, a significant insider, has increased his beneficial ownership in Air Industries Group, signaling continued confidence in the company's prospects.
• The receipt of shares in lieu of director fees indicates a willingness by the director to accept equity as compensation, aligning interests with shareholders.

Negatives

• Sales of common stock by Taglich Brothers, Inc., a related entity, occurred during the reporting period, which could be interpreted as a slight reduction in overall related-party exposure.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

StockSavvy.ai notes that increased insider ownership, particularly by a significant shareholder like Michael N. Taglich, often signals confidence in the company's future prospects. This aligns with broader market trends where active investor engagement and insider commitment are viewed favorably, potentially influencing investor sentiment and market valuation.

Related Party Transactions

• The reporting person purchased shares from Taglich Brothers, Inc.
• Sales of common stock by Taglich Brothers occurred during the reporting period.

Stakeholder Impact

• Shareholders may view the increased insider ownership as a positive signal, indicating alignment of interests between a key stakeholder and the company's performance.
• The transactions involving Taglich Brothers, Inc. highlight ongoing related-party dealings, which are common but warrant continued monitoring for transparency and fairness.

Key Dates

Recommendation

Michael N. Taglich's increased beneficial ownership to 14.3% suggests continued confidence in Air Industries Group. While insider buying is generally a positive signal, this filing primarily details ownership changes rather than operational performance or strategic shifts. Therefore, a 'hold' recommendation is appropriate, acknowledging the insider's commitment while awaiting further fundamental updates.

Keywords

Air Industries Group, Michael N. Taglich, Schedule 13D, beneficial ownership, common stock, insider ownership, equity stake, convertible notes