JBLU Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for JBLU. 3 published articles.
Insider Activity
Over the trailing 90-day window, JBLU insiders conducted 7 open-market sales with no offsetting purchases, resulting in net insider selling of $443.4K. Notable transactions include sales by director Sharma Vivek ($142.9K), director Winkelmann Thomas ($103.8K), and Principal Accounting Officer Southerton Dawn ($91.0K). The insider sentiment score stands at 0/100 with no cluster buying activity observed. During this period, the stock declined 3.7%, while institutional investors on aggregate have been accumulating positions.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 1, 2026 | Geraghty Joannadirector, officer: CEO | Tax | 135,873 | $5.38 |
| Jun 1, 2026 | Sharma Vivekdirector | Sell | 585 | $5.42 |
| Jun 1, 2026 | Sharma Vivekdirector | Sell | 5,000 | $5.40 |
| Jun 1, 2026 | Sharma Vivekdirector | Sell | 26,415 | $5.41 |
| Jun 1, 2026 | Geraghty Joannadirector, officer: CEO | Option | 245,700 | — |
| May 5, 2026 | Hurley Ursula Lofficer: Chief Financial Officer | Grant | 2,546 | $4.11 |
| May 5, 2026 | St George Martin Jofficer: President | Grant | 2,074 | $4.11 |
| May 5, 2026 | McCarthy Eileen Pofficer: General Counsel Corp Sec | Grant | 411 | $4.11 |
| May 5, 2026 | Christie Warrenofficer: Chief Operating Officer | Grant | 2,680 | $4.11 |
| May 5, 2026 | Southerton Dawnofficer: Principal Accounting Officer | Sell | 18,193 | $5.00 |
| May 5, 2026 | Winkelmann Thomasdirector | Sell | 22,094 | $4.70 |
| May 5, 2026 | Christie Warrenofficer: Chief Operating Officer | Sell | 2,680 | $4.65 |
| May 5, 2026 | Winkelmann Thomasdirector | Sell | 13,379 | $4.71 |
| Apr 23, 2026 | St George Martin Jofficer: President | Grant | 274,725 | — |
| Apr 23, 2026 | McCarthy Eileen Pofficer: General Counsel Corp Sec | Grant | 91,575 | — |
Source: JBLU SEC Form 4 filings, latest Jun 1, 2026. For informational purposes only — not investment advice.
Research
Southwest's Fuel Warning Dwarfs Delta's $100 Per Long-Haul Flight
Southwest's fuel cost warning has been mispriced as sector-wide pain. The $100 per long-haul flight cost surge hits Delta, American and United 3-14x harder than domestic-focused Southwest and Alaska due to international route exposure. Short long-haul carriers against domestic operators targets 5-10% relative return over 90 days as Q2 earnings reveal the gap.
DALAALUALAirlines and the Oil Spike: JBLU and AAL Most Exposed as Fuel Hedge Gap Widens
US airlines' lack of fuel hedges exposes them to the April 12 Hormuz blockade-driven oil spike; JBLU and AAL most vulnerable due to losses/debt, while Delta's refinery offers protection. Ranked analysis of six carriers with financials shows clear hierarchy of pain.
AALALKUALAirline M&A: DAL and UAL Lead as DOT Greenlights More Consolidation — JBLU at Risk
DOT Secretary Duffy's endorsement of more airline M&A highlights consolidation opportunities as weaker carriers falter. Delta and United lead winners with strong balance sheets and premium strategies, while JetBlue and Allegiant face risks. Ranked picks favor low-leverage majors for market share gains.
DALAALUAL
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