Form 4: Carlyle Group Divests Over 24 Million StandardAero Shares in Significant Insider Sale

The Carlyle Group and its affiliated entities reported the sale of 24,475,138 shares of StandardAero, Inc. common stock for approximately $669 million.

Summary

• Carlyle Group Inc. and its related entities, including Carlyle Partners VII S1 Holdings II, L.P., reported a significant sale of StandardAero, Inc. common stock.
• On May 23, 2025, a total of 24,475,138 shares of Common Stock were disposed of by Carlyle Partners VII S1 Holdings II, L.P.
• The shares were sold at a price of $27.3 per share, resulting in total proceeds of approximately $669,000,287.40.
• Following this transaction, Carlyle Partners VII S1 Holdings II, L.P. indirectly beneficially owns 156,345,162 shares of StandardAero, Inc.
• The Carlyle Group Inc. is listed as a Director and 10% Owner of StandardAero, Inc.

Sentiment

Score: 3

Explanation: A large insider sale by a major institutional investor and director is typically viewed negatively by the market, suggesting a potential lack of confidence or a strategic divestment.

Negatives

• The sale of 24,475,138 shares by a major institutional investor and 10% owner, The Carlyle Group, represents a substantial divestment.
• Significant insider selling by a large shareholder can be perceived negatively by the market, potentially signaling a lack of confidence in the company's future prospects or valuation.

Risks

• Potential negative market reaction and downward pressure on StandardAero's stock price due to the large insider sale.
• Reduced ownership stake by a significant institutional investor like The Carlyle Group might impact future strategic alignment or perceived institutional support for the company.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• The transaction involves the sale of StandardAero common stock by Carlyle Partners VII S1 Holdings II, L.P., an entity affiliated with The Carlyle Group Inc., which is a 10% owner and director of StandardAero, Inc. This constitutes a related party transaction.

Stakeholder Impact

• Shareholders: May react negatively to the significant insider sale, potentially leading to downward pressure on the stock price.
• Management: Could face questions regarding the reasons for the major shareholder's divestment.

Key Dates

Recommendation

Keywords

StandardAero, SARO, Carlyle Group, SEC Form 4, Insider Trading, Stock Sale, Beneficial Ownership, Private Equity, Aerospace, Aviation Services