Follow The Money
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follow the money archives
Owner: 3M Company
Date: 10/23/2025
Origin: Van Nuys Airport (VNY / KVNY) – Los Angeles, California
Destination: St. Paul Downtown Airport (STP) – St. Paul, Minnesota (Corporate Headquarters)
Money Moves:
3M’s corporate jet completed the west-to-midwest flight from Los Angeles to St. Paul — a cross-country return from client-facing business to corporate command. The route suggests executive travel related to partnerships, litigation updates, or innovation initiatives, all of which have recently drawn 3M into high-stakes discussions with investors, manufacturers, and regulators on both coasts.
The most accurate interpretation: this trip likely carried senior legal, operational, or R&D leadership returning from California-based technology partners or legal counsel meetings tied to 3M’s ongoing post-spin realignment and environmental settlement follow-through. Van Nuys — a preferred gateway for discreet executive travel in Los Angeles — hints at private meetings rather than public-facing appearances.
The timing is also notable. Late October falls within 3M’s Q4 strategy window, when executives typically finalize year-end budgetary reviews, manufacturing efficiency goals, and innovation priorities heading into the next fiscal year.
From the palm-lined business enclaves of Los Angeles to the industrial heart of St. Paul, this flight symbolizes 3M’s enduring balance — a century-old innovator returning to its roots while navigating a new era of environmental accountability, product transformation, and leadership recalibration.
Owner: Eli Lilly and Company
Date: 10/22/2025
Origin: Teterboro Airport (TEB / KTEB) – Teterboro, New Jersey (New York Metro Region)
Destination: Indianapolis International Airport (IND / KIND) – Indianapolis, Indiana (Global Headquarters)
Money Moves:
Eli Lilly’s corporate jet departed the New York metro area and returned to its Indianapolis headquarters — a classic biopharma leadership route that likely followed high-level investor meetings, analyst sessions, or pharmaceutical partnership discussions in Manhattan. The timing — late October — places this flight squarely in the post–earnings disclosure window, when Lilly’s executives typically meet with institutional investors, equity analysts, and strategic advisors to refine messaging on growth outlook and drug pipeline momentum.
The most accurate interpretation: this trip likely carried CEO David Ricks, CFO Anat Ashkenazi, or senior corporate strategy officers returning from financial briefings or discussions with healthcare investment banks on Wall Street. With Eli Lilly’s leadership deeply focused on scaling its weight-loss and diabetes portfolio (notably Mounjaro and Zepbound), these meetings often precede or follow capital market updates, R&D pipeline showcases, and manufacturing expansion discussions.
The return to Indianapolis underscores the company’s strategic rhythm — finance first, operations next — as Lilly continues to navigate massive global demand for GLP-1 therapies, supply chain scaling, and upcoming FDA milestone decisions.
From New York’s financial epicenter to Indiana’s pharmaceutical heartland, this flight reflects Eli Lilly’s steady ascent — a once-regional drugmaker now shaping the global healthcare narrative from the lab bench to Wall Street’s boardrooms.
Owner: Altria Group, Inc.
Date: 10/22/2025
Origin: Harry Reid International Airport (LAS / KLAS) – Las Vegas, Nevada
Destination: Richmond International Airport (RIC) – Richmond, Virginia (Corporate Headquarters)
Money Moves:
Altria’s corporate jet made the long flight from Las Vegas back to Richmond — a cross-country return from the entertainment capital to the tobacco capital, likely signaling executive travel following investor meetings, industry conferences, or partnership discussions. Las Vegas frequently hosts major consumer goods, retail, and investment summits, and Altria’s leadership often uses such events to engage with institutional investors, distribution partners, or strategic brand collaborators.
The most accurate interpretation: this trip likely carried senior executives or investor relations personnel returning from consumer product showcases, tobacco and nicotine innovation briefings, or financial roadshows. The flight’s timing — late October — falls squarely in the post-earnings investor engagement window, when large-cap consumer companies like Altria typically meet with fund managers and analysts to discuss outlooks on pricing, regulation, and reduced-risk product development.
The direct return to Richmond underscores a pivot from market-facing discussions to internal strategic recalibration — particularly as Altria navigates regulatory headwinds, smoke-free product rollout, and evolving consumer demand across nicotine and non-nicotine categories.
From the neon glow of Las Vegas to the corporate calm of Richmond, this flight highlights Altria’s dual reality — a legacy company under constant reinvention, balancing Wall Street confidence with Main Street scrutiny.
Owner: Stryker Corporation
Date: 10/22/2025
Origin: Teterboro Airport (TEB / KTEB) – Teterboro, New Jersey (New York Metro Region)
Destination: Washington Dulles International Airport (IAD) – Washington, D.C.
Money Moves:
Stryker’s corporate jet departed Teterboro and flew to Washington Dulles — a Northeast-to-D.C. executive corridor that points to high-level government, policy, or healthcare regulatory meetings. As one of the world’s leading medical technology firms, Stryker maintains deep engagement with federal health agencies, reimbursement policymakers, and defense medical programs, all headquartered in or around the Washington metro area.
The most accurate interpretation: this trip likely carried senior government affairs, compliance, or strategy executives for meetings with the U.S. Department of Health and Human Services (HHS), the FDA, or federal procurement agencies. Stryker frequently interfaces with regulators on medical device approvals, pricing transparency, and innovation policy — and October marks a period when industry leaders meet policymakers ahead of the next fiscal year’s healthcare budget cycle.
The departure from Teterboro suggests the executives were coming directly from investor relations or capital market briefings in New York before heading to D.C. for policy coordination — a common back-to-back travel rhythm among healthcare multinationals balancing Wall Street expectations with Washington oversight.
From the financial pulse of New York to the policymaking corridors of the nation’s capital, this flight embodies Stryker’s position at the crossroads of innovation, regulation, and strategic growth.
Owner: The Home Depot, Inc.
Date: 10/22/2025
Origin: Fulton County Executive Airport – Brown Field (FTY) – Atlanta, Georgia (Corporate Headquarters Region)
Destination: Aeropuerto Internacional del Norte (ADN / MMAN) – Monterrey, Nuevo León, Mexico
Money Moves:
Home Depot’s corporate jet departed Atlanta’s Fulton County Brown Field — its private aviation base near corporate headquarters — and landed at Aeropuerto Internacional del Norte, Monterrey. This flight strongly suggests executive-level coordination related to Home Depot’s Latin American operations, supplier partnerships, or logistics network optimization. Monterrey serves as a key manufacturing and export hub, supplying major components, fixtures, and building materials to Home Depot’s U.S. and Mexico retail ecosystem.
The most accurate interpretation: this trip likely carried senior operations, international sourcing, or merchandising executives traveling for supply chain reviews, vendor negotiations, or expansion planning with Mexican manufacturing partners. Monterrey is central to Home Depot’s cross-border supply infrastructure, including partnerships for lumber, construction materials, and home improvement products shipped into the U.S.
The timing — late October — aligns with Q4 procurement planning and next-year sourcing agreements, when leadership finalizes vendor contracts and regional logistics forecasts ahead of peak spring-season inventory cycles.
From Atlanta’s executive corridors to Monterrey’s industrial skyline, this flight underscores Home Depot’s operational reach — a retail giant leveraging North American manufacturing strength and precise supply chain management to keep its orange empire running seamlessly.
Owner: Chick-fil-A, Inc.
Date: 10/22/2025
Origin: Cobb County International Airport (RYY) – Kennesaw, Georgia (Corporate Headquarters Region – Atlanta Metro)
Destination: Wiley Post Airport (PWA / KPWA) – Oklahoma City, Oklahoma
Money Moves:
Chick-fil-A’s corporate jet lifted from its suburban Atlanta base in Cobb County and touched down in Oklahoma City — a strategic route tied to real estate expansion, franchise development, or supply-chain coordination. Oklahoma has become one of Chick-fil-A’s fastest-growing regional markets, and Oklahoma City serves as a logistics and operations hub for its Midwest and Southwest distribution networks.
The most accurate interpretation: this trip likely carried development, operations, or supply chain leadership for site evaluations, franchise partner meetings, or supplier contract reviews. Oklahoma’s strong demographic growth and central location make it an ideal staging point for Chick-fil-A’s regional expansion strategy and distribution optimization.
Mid-October also aligns with corporate planning for 2026 openings and capital deployment, suggesting this flight may have supported multi-state rollout coordination or internal market assessments.
From Atlanta’s headquarters to Oklahoma’s heartland, this flight captures Chick-fil-A’s disciplined expansion model — privately held, family-led, and laser-focused on operational excellence as it scales across America’s fastest-growing markets.
Owner: Pfizer Inc.
Date: 10/22/2025
Origin: Teterboro Airport (TEB / KTEB) – Teterboro, New Jersey (Corporate Headquarters Region – Manhattan/Hudson Yards HQ)
Destination: Montréal–Trudeau International Airport (YUL / CYUL) – Montréal, Québec, Canada
Money Moves:
Pfizer’s corporate jet departed its New York metro headquarters base at Teterboro and flew north to Montréal — a cross-border executive route that signals leadership travel tied to biopharma partnerships, vaccine manufacturing, or regulatory coordination with Canadian health authorities and partners.
The most accurate interpretation: this trip likely carried Pfizer’s international operations, manufacturing, or government affairs executives traveling for meetings with Health Canada, Canadian distribution partners, or biotechnology collaborators. Pfizer maintains strong research and commercial ties in Canada, particularly in Montréal, where the city’s biotech cluster supports drug development, vaccine logistics, and cold-chain infrastructure — all central to Pfizer’s expanding biologics and mRNA portfolio.
The mid-October timing suggests Q4 strategic alignment for 2026 production and regulatory planning, coinciding with seasonal vaccine demand and next-generation therapy rollouts. The use of Teterboro, rather than JFK, underscores C-suite confidentiality and speed, enabling quick turnarounds between Pfizer’s Manhattan HQ and international partners.
From the corporate towers of New York to the biomedical corridors of Montréal, this flight reflects Pfizer’s global tempo — a pharmaceutical titan linking science, regulation, and logistics across borders with surgical precision.
Owner: Wynn Resorts, Limited
Date: 10/22/2025
Origin: LaGuardia Airport (LGA / KLGA) – New York, New York
Destination: Ronald Reagan Washington National Airport (DCA) – Washington, D.C.
Money Moves:
Wynn Resorts’ corporate jet made the short but highly strategic trip from New York to Washington, D.C. — a boardroom-to-policy flight that strongly suggests executive-level engagement with regulators, policymakers, or federal partners. Wynn’s East Coast travel patterns often align with legislative, lobbying, or financial meetings tied to gaming regulation, hospitality development, or capital markets activity.
The most accurate interpretation: this trip likely carried Wynn’s senior leadership or government affairs executives traveling to Washington for meetings with lawmakers, tourism boards, or gaming regulators regarding ongoing expansion initiatives, tax structure negotiations, or responsible gaming legislation. With Wynn continuing to expand its U.S. and global footprint — including integrated resort projects and digital gaming ventures — D.C. remains a crucial arena for maintaining regulatory alignment and political visibility.
The departure from LaGuardia suggests prior media or investor meetings in New York, potentially tied to earnings previews, bond market discussions, or institutional partner engagement. The back-to-back East Coast route — New York to D.C. — mirrors Wynn’s executive cadence: finance, then policy.
From Manhattan’s financial towers to Capitol Hill’s marble halls, this flight reflects Wynn Resorts’ evolution — a global hospitality powerhouse navigating the intersection of luxury, regulation, and influence one flight at a time.
Owner: Abbott Laboratories
Date: 10/22/2025
Origin: Boeing Field / King County International Airport (BFI) – Seattle, Washington
Destination: Waukegan National Airport (UGN / KUGN) – Waukegan, Illinois (Corporate Headquarters Region – Abbott Park)
Money Moves:
Abbott’s corporate jet flew from Seattle’s Boeing Field to Waukegan, marking a coast-to-Midwest executive route likely tied to medical technology, diagnostics, or supply-chain operations. Boeing Field serves as a preferred private aviation hub for corporate traffic in Seattle, where Abbott maintains strategic partnerships in biotechnology, device manufacturing, and digital health innovation.
The most accurate interpretation: this trip likely carried senior executives or technical leadership returning from partnership meetings or R&D reviews with West Coast technology firms, biotech collaborators, or healthcare providers. Seattle’s innovation ecosystem — home to leaders in AI, cloud computing, and life sciences — aligns closely with Abbott’s push into connected diagnostics, wearable health devices, and data-driven patient monitoring.
The flight’s arrival into Waukegan, just minutes from Abbott’s global headquarters in Abbott Park, underscores direct executive reintegration for internal strategy sessions or Q4 operational briefings.
From the Pacific Northwest’s innovation belt to the industrial precision of Northern Illinois, this flight captures Abbott’s global rhythm — bridging frontier health tech with the disciplined execution of one of the world’s most enduring medical device and diagnostics leaders.
Owner: Marc Benioff (Salesforce)
Date: 10/21/2025
Origin: Ellison Onizuka Kona International Airport (KOA) – Kailua-Kona, Hawaii
Destination: Orlando International Airport (MCO / KMCO) – Orlando, Florida
Money Moves:
Benioff’s jet lifted from Kona for Orlando—a long-range repositioning that tracks with enterprise client work, partner summits, or keynote-level appearances. Given Kona’s proximity to Lānaʻi, a private stopover with Larry Ellison (Oracle founder, Marc’s old boss) for cloud, data, or philanthropy dialogue is a credible—but unverified—prelude to the mainland leg. Orlando’s convention grid and enterprise corridor make it a natural next stop for Q4 pipeline reviews, customer councils, and ecosystem briefings.
Owner: Centene Corporation
Date: 10/21/2025
Origin: Clark Regional Airport (JVY) – Jeffersonville, Indiana (Louisville Metro Area)
Destination: St. Louis Lambert International Airport (STL / KSTL) – St. Louis, Missouri (Corporate Headquarters)
Money Moves:
Centene’s corporate jet departed the Louisville area and returned to St. Louis — a strategic regional route that reflects the company’s intense focus on Medicaid operations, provider partnerships, and government relations across the Midwest and South. The Louisville region has become a key market for healthcare policy activity and managed-care competition, making this flight likely tied to regional Medicaid contract management, provider negotiations, or state-level health policy meetings.
The most accurate interpretation: this trip likely carried executives from Centene’s regional operations or government affairs teams returning from state Medicaid or provider network meetings with Kentucky officials and healthcare partners. Kentucky’s Medicaid program — one of the most competitive in the region — directly overlaps with Centene’s WellCare and Ambetter subsidiaries, both of which play major roles in state-managed healthcare delivery.
The timing — mid-October — is critical for the healthcare sector, aligning with open enrollment preparation, Medicaid renewal cycles, and state contract renewals that define Centene’s revenue visibility for the coming fiscal year.
From the policy rooms of Kentucky to the headquarters corridors of St. Louis, this flight captures Centene’s operational rhythm — a data-driven healthcare powerhouse balancing policy navigation, local partnerships, and national execution.
Owner: International Business Machines Corporation (IBM)
Date: 10/21/2025
Origin: Westchester County Airport (HPN) – White Plains, New York (Corporate Headquarters Region, Armonk)
Destination: Kissimmee Gateway Airport (ISM) – Kissimmee, Florida (Greater Orlando Area)
Money Moves:
IBM’s corporate jet departed its headquarters region in Westchester County and flew south to Kissimmee — a strategically telling route that points to executive or client travel tied to technology infrastructure, cloud partnerships, or government and enterprise contracts in Central Florida. Kissimmee Gateway Airport sits minutes from Orlando’s growing tech corridor, where IBM maintains relationships with major partners in aerospace, defense, and data analytics integration.
The most accurate interpretation: this flight likely carried senior IBM Cloud, Consulting, or AI division leaders traveling for meetings with key enterprise clients, local government tech partners, or data center stakeholders. Central Florida has become a hub for defense contracting, simulation technology, and public-private cloud computing initiatives, areas that align directly with IBM’s AI, hybrid cloud, and quantum computing strategies.
The timing — mid-October — coincides with IBM’s Q4 strategic planning and partnership cycle, when executives typically review enterprise contract performance, regional partnerships, and technology deployment roadmaps across U.S. innovation hubs.
From the wooded campuses of Armonk to the fast-growing innovation zones of Central Florida, this flight embodies IBM’s next-era focus — a century-old tech titan reinventing itself at the intersection of AI, cloud, and government innovation.
Owner: Hilton Worldwide Holdings Inc.
Date: 10/21/2025
Origin: Burke Lakefront Airport (BKL) – Cleveland, Ohio
Destination: Orlando Executive Airport (ORL / KORL) – Orlando, Florida (Corporate Operations Hub & Regional Headquarters)
Money Moves:
Hilton’s corporate jet traveled from Cleveland’s Burke Lakefront to Orlando Executive — a business-oriented route that likely reflects executive coordination tied to hospitality development, franchise operations, or brand strategy. While Hilton’s global headquarters is in McLean, Virginia, the company manages a significant portion of its Southeast regional and resort operations from its Orlando offices, a strategic base for its Waldorf Astoria, Conrad, and Hilton Grand Vacations portfolios.
The most accurate interpretation: this trip likely carried Hilton development or operations executives following property management reviews, ownership group meetings, or hospitality investment discussions in the Midwest. Cleveland is a growing regional hub for Hilton-managed properties and ownership groups, and mid-October aligns with Q4 revenue management and 2026 brand rollout planning — prime timing for franchisee and developer engagement.
Orlando Executive Airport’s proximity to Hilton’s major resort operations and conference centers allows for rapid reentry into regional command, reflecting the company’s precision in overseeing its luxury and resort pipeline.
From the Great Lakes to Florida’s hospitality core, this flight represents Hilton’s operational DNA — a global hospitality leader balancing brand growth, partner relations, and guest experience excellence across every corner of the map.
Owner: UnitedHealth Group Incorporated (UHG)
Date: 10/21/2025
Origin: Minneapolis–Saint Paul International Airport (MSP / KMSP) – Minneapolis, Minnesota (Corporate Headquarters)
Destination: Teterboro Airport (TEB / KTEB) – Teterboro, New Jersey (New York Metro Region)
Money Moves:
UnitedHealth Group’s corporate jet lifted off from Minneapolis–Saint Paul and landed at Teterboro — a strategic executive route linking the Midwest’s healthcare capital with the financial and policy centers of the East Coast. Teterboro, the private aviation hub for New York City, provides fast, discreet access to institutional investors, policy organizations, and healthcare partners concentrated in Manhattan and Washington corridors.
The most accurate interpretation: this trip likely carried senior executives from Optum or UnitedHealthcare divisions for investor briefings, M&A discussions, or healthcare policy meetings with East Coast financial firms and regulators. With UnitedHealth positioned at the nexus of insurance, data analytics, and care delivery, mid-October marks a key period for earnings updates, healthcare cost forecasting, and strategic partner alignment going into year-end.
The direct use of Teterboro, rather than a commercial hub, signals C-suite level confidentiality and operational precision, a hallmark of UnitedHealth’s corporate culture.
From the medical command towers of Minnesota to the skyscrapers of Manhattan, this flight reflects UnitedHealth’s stature as America’s healthcare giant — quietly connecting policy, finance, and innovation one executive flight at a time.
Owner: Air Products and Chemicals, Inc.
Date: 10/21/2025
Origin: San Francisco International Airport (SFO / KSFO) – San Francisco, California
Destination: Sacramento Executive Airport (SAC / KSAC) – Sacramento, California
Money Moves:
Air Products’ corporate jet made the short but telling hop from San Francisco to Sacramento — a route that likely reflects executive-level policy, energy, or infrastructure coordination within California. Air Products, one of the world’s largest hydrogen and industrial gas producers, has been expanding aggressively in clean energy, hydrogen refueling, and carbon-capture projects throughout the state.
The most accurate interpretation: this trip likely carried government affairs, energy transition, or project development executives traveling for meetings with state officials, environmental regulators, or partners tied to California’s decarbonization and hydrogen infrastructure programs. Sacramento, home to key energy agencies like the California Energy Commission and Air Resources Board (CARB), is the epicenter of state-level clean-fuel policy — making this an essential stop for Air Products’ leadership as federal and state hydrogen incentives ramp up.
The short-haul flight from San Francisco — where Air Products regularly engages with tech, logistics, and renewable fuel partners — to Sacramento underscores the company’s integrated West Coast strategy: bridging private-sector innovation with public-sector energy policy.
From the tech capital of the Bay Area to the policy corridors of California’s capital, this flight captures Air Products’ mission in motion — executives advancing hydrogen, sustainability, and industrial innovation to power the state’s clean energy future.
Owner: Berry Global Group, Inc.
Date: 10/21/2025
Origin: Evansville Regional Airport (EVV) – Evansville, Indiana (Corporate Headquarters)
Destination: Chicago Executive Airport (PWK / KPWK) – Wheeling, Illinois
Money Moves:
Berry Global’s corporate jet took off from Evansville and landed at Chicago Executive Airport — a short yet strategic route that likely reflects executive travel related to investor relations, client meetings, or M&A discussions in the Chicago metro area. Berry Global, a global leader in plastic packaging, engineered materials, and sustainability-driven design, frequently engages with its financial partners, institutional investors, and major CPG customers headquartered in or near Chicago.
The most accurate interpretation: this trip likely carried C-suite leadership or financial officers traveling for corporate finance meetings, partnership reviews, or sustainability program briefings with top consumer brands and private equity firms. Chicago serves as a central hub for several of Berry’s largest packaging clients — including household and personal care giants — making it a key market for strategic account management and contract renewals.
The mid-October timing aligns with Berry Global’s Q4 business cycle, when leadership finalizes capital expenditures, sustainability reporting, and next-year contract pricing structures.
From Evansville’s manufacturing command center to Chicago’s financial corridors, this flight represents Berry Global’s dual identity — industrial precision backed by global-scale customer and capital relationships.
Owner: CBS Mass Media Corporation (Paramount Global)
Date: 10/21/2025
Origin: Teterboro Airport (TEB / KTEB) – Teterboro, New Jersey (New York Metro / Corporate Headquarters Region)
Destination: Van Nuys Airport (VNY / KVNY) – Los Angeles, California
Money Moves:
CBS’s corporate jet departed its New York–area base at Teterboro and headed for Van Nuys — the classic media industry route linking the East Coast broadcast command center with the entertainment capital of the world. This flight almost certainly represents executive-level coordination across production, advertising, and network programming divisions, as CBS continues to synchronize its news, streaming, and television assets under the Paramount Global umbrella.
The most accurate interpretation: this trip likely carried senior network executives, content strategists, or financial officers traveling to Los Angeles for programming reviews, affiliate negotiations, or partnership meetings with major studios, talent agencies, and advertisers. With fall television seasons in full swing and 2026 production calendars being finalized, the timing fits CBS’s quarterly creative and business alignment sessions.
The direct arrival into Van Nuys — preferred by top entertainment executives for its privacy, proximity to Studio City, and 24/7 private terminal access — highlights the blend of speed and discretion typical of major media movements.
From the skyscrapers of Manhattan to the soundstages of Los Angeles, this flight captures CBS’s enduring dynamic — a coast-to-coast media giant balancing Wall Street precision with Hollywood storytelling power.
Owner: United States Steel Corporation (U.S. Steel)
Date: 10/18/2025
Origin: Los Angeles International Airport (LAX / KLAX) – Los Angeles, California
Destination: Pittsburgh International Airport (PIT / KPIT) – Pittsburgh, Pennsylvania (Corporate Headquarters)
Money Moves:
U.S. Steel’s corporate jet made the long cross-country flight from Los Angeles to Pittsburgh — a route that likely reflects executive-level coordination between West Coast industrial operations and the company’s leadership team at headquarters. Los Angeles has become increasingly relevant for U.S. Steel due to its commercial relationships with fabrication, energy infrastructure, and materials technology firms, as well as the port’s logistical role in global steel distribution.
The most accurate interpretation: this trip likely carried senior operations or strategic planning executives returning from partnership or supplier meetings focused on innovation, clean manufacturing, or advanced materials integration. U.S. Steel continues to evolve beyond legacy blast furnaces toward electric arc and low-carbon production, and California’s industrial ecosystem is central to both regulatory collaboration and clean-tech partnerships.
The mid-October timing aligns with Q4 capital planning and modernization reviews, a period when executive teams often conduct on-site evaluations of supply-chain performance, sustainability projects, and customer commitments.
From Los Angeles’s industrial corridors to Pittsburgh’s steel-built skyline, this flight represents U.S. Steel’s modern identity — a 120-year-old American icon balancing its heritage of heavy industry with a forward-looking vision of sustainable, technology-driven steelmaking.
Owner: Starbucks Corporation
Date: 10/18/2025
Origin: Long Beach Airport (LGB) – Long Beach, California
Destination: South Bend International Airport (SBN) – South Bend, Indiana
Money Moves:
Starbucks’ corporate jet departed Long Beach and landed at South Bend — a strategic coast-to-heartland route that points to executive travel tied to U.S. supply chain, manufacturing, or store network oversight. While Starbucks’ corporate headquarters is in Seattle, the company’s operational leadership frequently travels across the country to manage production facilities, distribution networks, and regional partnerships critical to its massive retail footprint.
The most accurate interpretation: this flight likely carried supply chain, manufacturing, or corporate development executives traveling from California — a hub for Starbucks’ roasting, beverage innovation, and sustainability initiatives — to Indiana, home to key Midwestern roasting and logistics partners. South Bend’s proximity to the company’s Kent, Ohio, and York, Pennsylvania roasting plants, along with Midwest distribution centers, makes it an ideal gateway for operational site visits and partner coordination.
The timing — mid-October — suggests preparation for holiday-season logistics and Q4 production scaling, one of Starbucks’ most demanding operational periods. The direct private routing indicates high-level, time-sensitive oversight of U.S. supply systems ahead of the seasonal retail surge.
From California’s coastal innovation hubs to Indiana’s industrial core, this flight captures Starbucks’ operational heartbeat — a global brand grounded in craftsmanship, logistics precision, and executive execution that keeps coffee flowing from bean to cup worldwide.
Owner: Trump Family (Donald J. Trump & Family Office)
Date: 10/18/2025
Origin: Palm Beach International Airport (PBI) – West Palm Beach, Florida (Trump’s Primary Residence and Mar-a-Lago Base of Operations)
Destination: Los Angeles International Airport (LAX / KLAX) – Los Angeles, California
Money Moves:
The Trump family jet departed Palm Beach and touched down at Los Angeles International — a cross-country power route that blends business, politics, and entertainment in classic Trump fashion. West Palm Beach serves as the nerve center of the Trump Organization’s personal and political activity, while Los Angeles remains a key arena for media production, campaign fundraising, and private real-estate interests.
The most accurate interpretation: this flight likely carried members of the Trump family or senior aides traveling for media appearances, donor meetings, or real-estate portfolio oversight on the West Coast. The family maintains long-standing ties to the Los Angeles area through celebrity, hospitality, and entertainment connections, and mid-October represents a peak window for fundraising dinners, campaign positioning, and media strategy coordination heading into the 2026 election cycle.
Flying into LAX’s private terminals — rather than a smaller executive airport — suggests high-profile coordination requiring access to major broadcast studios or legal offices in downtown and Beverly Hills. The Trump aircraft, typically a Boeing 757 or Cessna Citation X depending on mission, is emblematic of the family’s blend of luxury branding and logistical precision.
From the palm-lined runways of South Florida to the glimmering skyline of Los Angeles, this flight encapsulates the Trump family’s global footprint — where politics, media, and empire building converge at 41,000 feet.
Owner: Graeme Hart (Rank Group Founder, Private Investor, Packaging Magnate)
Date: 10/18/2025
Origin: Madrid–Barajas Adolfo Suárez Airport (MAD) – Madrid, Spain
Destination: London Luton Airport (LTN) – London, United Kingdom
Money Moves:
Graeme Hart’s private jet departed Madrid and landed at London Luton — a refined, business-driven route that points to strategic investment travel across Europe’s financial capitals. As one of the world’s most private billionaires and the controlling force behind Rank Group and Reynolds Packaging, Hart often moves between industrial assets in continental Europe and financial or advisory centers in London.
The most accurate interpretation: this trip likely carried Hart or senior Rank Group advisors following portfolio management meetings, debt refinancing discussions, or acquisition reviews tied to the packaging, logistics, or materials sectors. Spain remains a hub for Hart’s manufacturing and distribution holdings, while London serves as the epicenter of European private capital, leveraged finance, and deal structuring—particularly relevant to Hart’s style of highly leveraged industrial ownership.
The mid-October timing coincides with Q4 capital allocation and restructuring cycles, when private equity groups and family offices position portfolios for year-end reporting and 2026 market conditions. The choice of Luton Airport—a preferred hub for ultra-high-net-worth and institutional jet traffic—reflects the confidentiality and efficiency typical of Hart’s operations.
From Madrid’s industrial corridors to London’s financial skyline, this flight exemplifies Graeme Hart’s global rhythm — a billionaire operator quietly steering multibillion-dollar packaging, finance, and infrastructure interests across continents with disciplined precision.
Owner: Walmart Inc.
Date: 10/18/2025
Origin: Wichita Dwight D. Eisenhower National Airport (ICT) – Wichita, Kansas
Destination: Rogers Executive Airport (ROG) – Rogers, Arkansas (Walmart Global Headquarters region)
Money Moves:
Walmart’s corporate jet departed Wichita and arrived at Rogers Executive Airport—the private aviation hub for its Bentonville corporate campus. This routing strongly indicates a high-level leadership movement, not routine logistics. Wichita sits in the heart of the “Air Capital” region, with close ties to manufacturing, aerospace & industrial engineering—sectors that are increasingly relevant to Walmart’s supply-chain and logistics modernization efforts.
The most accurate interpretation: this flight likely transported senior Walmart executives—perhaps from supply chain, procurement, or operations—returning from meetings or site visits in Kansas (potentially involving vendors or manufacturing partnerships) back to corporate headquarters to direct next-phase strategy and alignment. The choice of Rogers Executive Airport—just minutes from Walmart’s Home Office—ensures rapid reintegration into headquarters operations and decision-making.
From the manufacturing hubs of Kansas to the command center of one of retail’s largest empires in Arkansas, this flight captures Walmart’s operational architecture—executive mobility that ensures supplier engagement and corporate oversight remain seamlessly synchronized.
Owner: Bank of America Corporation
Date: 10/18/2025
Origin: Augusta Regional Airport (AGS) – Augusta, Georgia
Destination: LaGuardia Airport (LGA / KLGA) – New York, New York (Corporate Headquarters Region)
Money Moves:
Bank of America’s corporate jet departed Augusta and landed at LaGuardia — a southeastern-to-northeastern route that almost certainly represents executive-level travel tied to private wealth management, corporate client relations, or strategic meetings with financial partners. Augusta is home to a cluster of ultra–high-net-worth clients and private banking relationships, making it a common launch point for Bank of America’s Private Bank and Merrill Wealth Management divisions.
The most accurate interpretation: this flight likely carried senior wealth management or regional banking executives traveling to New York for earnings-related coordination, strategic planning, or investor engagement sessions at the bank’s main offices in Manhattan. Given the mid-October date, this trip coincides with quarterly reporting season—a period when top executives typically consolidate performance data and finalize capital market outlooks with institutional investors.
LaGuardia’s private terminals provide fast, discreet access to Bank of America Tower at Bryant Park and its financial leadership offices, underscoring the importance of time-sensitive travel during reporting and strategy weeks.
From the manicured fairways of Augusta to the skyline of Manhattan, this flight encapsulates Bank of America’s dual identity — Main Street relationships fueling Wall Street’s financial machinery, all synchronized through precision executive mobility.
Owner: JPMorgan Chase & Co.
Date: 10/18/2025
Origin: Boeing Field / King County International Airport (BFI) – Seattle, Washington
Destination: Westchester County Airport (HPN) – White Plains, New York (Corporate Aviation Hub for NYC Headquarters)
Money Moves:
JPMorgan Chase’s corporate jet departed Boeing Field and landed at Westchester County Airport — a cross-country executive route that reflects top-level coordination between the bank’s West Coast client base and its New York headquarters. Boeing Field, located minutes from downtown Seattle, frequently handles private departures for major tech, aerospace, and venture clients, many of whom are key banking partners of JPMorgan’s commercial and investment divisions.
The most accurate interpretation: this flight likely carried senior investment bankers, corporate relationship managers, or West Coast executive leadership returning from high-value client meetings with technology, manufacturing, or venture-backed firms. JPMorgan Chase maintains deep ties across the Pacific Northwest, managing relationships with major names in cloud infrastructure, defense, and capital markets financing.
The timing — mid-October — coincides with Q4 corporate banking reviews, deal pipeline updates, and private-wealth planning sessions that typically require in-person coordination between the firm’s regional offices and senior leadership in New York. The arrival at Westchester ensures direct, private access to Manhattan’s financial center while avoiding the congestion of JFK or Newark.
From Seattle’s innovation corridor to New York’s banking command center, this flight captures JPMorgan’s operational scale — a financial powerhouse connecting America’s tech economy with Wall Street capital through nonstop executive precision.
Owner: Eli Lilly and Company
Date: 10/18/2025
Origin: Berlin Brandenburg Airport (BER / Flughafen Berlin Brandenburg) – Berlin, Germany
Destination: Indianapolis International Airport (IND / KIND) – Indianapolis, Indiana (Corporate Headquarters)
Money Moves:
Eli Lilly’s corporate jet made the transatlantic journey from Berlin to Indianapolis — a high-level route that underscores executive coordination between the company’s European operations and its global headquarters in the U.S. Berlin serves as a central hub for Lilly’s European R&D, regulatory, and biopharmaceutical policy engagements, particularly as the company deepens its presence in metabolic, oncology, and immunology markets across the EU.
The most accurate interpretation: this flight likely carried senior international executives, regulatory strategists, or R&D leadership returning from meetings with European Union health authorities, biotech partners, or clinical research institutions. Germany remains a key region for Lilly’s insulin and diabetes-care initiatives, with several collaborations and manufacturing partnerships supporting its expanding biologics pipeline.
The mid-October date aligns with Lilly’s global business rhythm — a period marked by Q4 strategic reviews, global drug launch planning, and cross-market coordination between U.S. leadership and European affiliates. The direct flight into Indianapolis signals a swift transition from global field operations to headquarters-level decision-making ahead of earnings and product pipeline updates.
From Berlin’s biotech corridors to the pharmaceutical heart of Indiana, this flight encapsulates Eli Lilly’s global command cycle — science-driven leadership linking continents through precision, innovation, and strategic execution at 40,000 feet.
Owner: Wesley R. Edens (Founder, Fortress Investment Group; Co-owner, Milwaukee Bucks & Brightline Trains)
Date: 10/18/2025
Origin: Harry Reid International Airport (KLAS) – Las Vegas, Nevada
Destination: Van Nuys Airport (VNY) – Los Angeles, California
Money Moves:
Wesley Edens’ private jet departed Las Vegas and landed at Van Nuys — a short, high-profile West Coast route that aligns with executive travel tied to investment meetings, sports ventures, or entertainment-industry partnerships. Van Nuys, located in the San Fernando Valley, is one of the busiest private jet airports in the U.S. and the preferred gateway for Los Angeles business leaders and financiers seeking quick access to Beverly Hills, Malibu, and Century City.
The most accurate interpretation: this trip likely carried Edens or Fortress Investment Group executives returning from Las Vegas-based business or investor conferences, real estate discussions, or Brightline West rail project oversight. The Brightline West high-speed rail line — backed by Edens — is currently in development between Las Vegas and Southern California, making this flight directly relevant to project management or political stakeholder engagement along the corridor.
The timing, mid-October, also coincides with Las Vegas investor gatherings and infrastructure summits, suggesting Edens’ travel could have tied to funding reviews, transportation briefings, or hospitality investment talks linked to his broader portfolio.
From the desert skyline of Las Vegas to the palm-lined private terminals of Van Nuys, this flight captures Wesley Edens’ operational rhythm — a billionaire investor bridging infrastructure, finance, and lifestyle sectors from air to rail, coast to coast.
Owner: ExxonMobil Corporation (XOM)
Date: 10/18/2025
Origin: Austin–Bergstrom International Airport (AUS) – Austin, Texas
Destination: George Bush Intercontinental Airport (IAH) – Houston, Texas (Corporate Headquarters)
Money Moves:
ExxonMobil’s corporate jet made the short but strategically meaningful flight from Austin to Houston — a route that reflects executive-level coordination between the company’s policy, technology, and energy transition divisions. Austin has become a frequent destination for ExxonMobil’s senior leadership due to its growing presence in government affairs, university partnerships, and innovation collaborations tied to the energy transition and carbon capture initiatives.
The most accurate interpretation: this trip likely carried corporate affairs, R&D, or strategic development executives returning from meetings with Texas state officials, University of Texas energy researchers, or venture partners in carbon management, hydrogen, or advanced materials. ExxonMobil has steadily expanded its influence in Austin’s policy and innovation circles, using the city as a secondary base for legislative engagement and sustainable technology scouting.
The direct flight into Bush Intercontinental — home to ExxonMobil’s headquarters and executive aviation hub — suggests a swift return for leadership debriefings and strategic updates within the company’s senior management team.
From Austin’s tech corridors to Houston’s energy epicenter, this flight embodies ExxonMobil’s modern strategy — bridging policy and innovation to secure its leadership position in the evolving global energy landscape.
Owner: The Boeing Company
Date: 10/17/2025
Origin: Austin Executive Airport (EDC) – Austin, Texas
Destination: Gary/Chicago International Airport (GYY) – Gary, Indiana (Greater Chicago Area)
Money Moves:
Boeing’s corporate jet departed Austin Executive Airport and flew north to Gary/Chicago International — a route that underscores high-level executive travel between Boeing’s engineering, defense, and supply-chain operations in Texas and its leadership or production network in the Chicago region.
The most accurate interpretation: this flight likely carried senior engineering, program management, or corporate strategy executives traveling from Boeing’s growing presence in Texas — where the company has expanded defense systems, avionics, and software engineering teams — to meet with counterparts in the Chicago and Midwest area, long home to Boeing’s commercial and corporate infrastructure prior to its headquarters relocation to Arlington, Virginia.
The timing — mid-October — fits Boeing’s internal review and production coordination calendar, when leadership typically finalizes supply-chain readiness, defense contract updates, and commercial aircraft delivery forecasts heading into Q4. Gary’s airport offers Boeing the privacy and logistical ease of private access to both Chicago-area business centers and Midwestern manufacturing suppliers without the congestion of O’Hare.
From Austin’s innovation corridors to the industrial lakeshore of Indiana, this flight reflects Boeing’s operational rhythm — engineering talent in the South linking seamlessly with the company’s manufacturing and corporate power base in the Midwest.
Owner: Woodward, Inc.
Date: 10/17/2025
Origin: Chicago Executive Airport (PWK) – Wheeling, Illinois
Destination: Northern Colorado Regional Airport (FNL) – Loveland, Colorado (Corporate Headquarters Region – Fort Collins)
Money Moves:
Woodward’s corporate jet departed Chicago Executive Airport and returned to Northern Colorado Regional — a route that signifies executive-level coordination between the company’s aerospace and industrial divisions. Woodward maintains major operational and customer-facing offices in the Midwest while its corporate headquarters and core engineering centers sit along Colorado’s Front Range.
The most accurate interpretation: this trip likely carried senior engineering, sales, or program management executives following client visits with aerospace manufacturers or defense partners in the Chicago area. The region houses several of Woodward’s key customers and suppliers in the aviation, turbine, and energy systems markets, making it a frequent stop for product integration reviews and technical briefings.
The direct return to Loveland suggests immediate re-engagement with design, testing, or production teams at headquarters — an efficient close to a trip centered on performance updates and contract coordination.
From the factory floors of the Midwest to the innovation corridors of Northern Colorado, this flight exemplifies Woodward’s DNA — precision engineering, customer partnership, and agile leadership bridging America’s aerospace supply chain.
Owner: BlackRock, Inc.
Date: 10/17/2025
Origin: Paris–Le Bourget Airport (LBG) – Paris, France
Destination: Westchester County Airport (HPN) – White Plains, New York (Corporate Aviation Hub for BlackRock Headquarters in Manhattan)
Money Moves:
BlackRock’s corporate jet departed Paris–Le Bourget and landed at Westchester County Airport — a transatlantic route emblematic of top-tier financial coordination between BlackRock’s European and U.S. leadership teams. Le Bourget, the preferred private aviation hub for Europe’s financial elite, often hosts departures following policy meetings, investor summits, or central bank discussions.
The most accurate interpretation: this trip likely carried BlackRock’s senior global executives or EMEA leadership returning from high-level engagements with European regulators, sovereign wealth clients, or institutional investors. The firm’s Paris office anchors much of its European ESG, ETF, and policy strategy, and October’s timing suggests the flight followed portfolio allocation reviews and year-end macroeconomic briefings amid shifting central bank policy and market volatility.
Arriving at Westchester rather than a commercial hub like JFK underscores confidentiality and proximity to BlackRock’s Manhattan headquarters, allowing executives to re-enter the U.S. with minimal delay for immediate debriefs and global coordination calls.
From the marble halls of Paris to the boardrooms of New York, this flight reflects BlackRock’s true global rhythm — capital, policy, and strategy moving in perfect sync across continents as the world’s largest asset manager shapes financial markets from both sides of the Atlantic.
Owner: Oaktree Capital Management, L.P.
Date: 10/17/2025
Origin: Westchester County Airport (HPN) – White Plains, New York (New York Metro Region)
Destination: New Castle County Airport (ILG) – Wilmington, Delaware
Money Moves:
Oaktree Capital’s corporate jet made the short hop from Westchester to Wilmington — a brief but meaningful route that signals executive travel tied to fund administration, regulatory, or legal structuring activity. Wilmington, Delaware remains the epicenter of U.S. corporate and private equity law, housing the registration and governance frameworks for many of Oaktree’s funds and subsidiaries.
The most accurate interpretation: this trip likely carried senior fund counsel, managing directors, or operations executives for meetings with legal advisors, trust administrators, or corporate governance partners managing Oaktree’s Delaware entities. Such flights are common ahead of fund closings, corporate filings, or partnership restructurings, particularly in Q4 when investment vehicles are finalized before year-end.
The use of Westchester Airport underscores Oaktree’s preference for discreet, time-efficient executive travel out of the New York area, allowing senior leadership to move between Wall Street and Delaware’s corporate offices without public visibility.
From New York’s financial stronghold to Delaware’s legal backbone, this flight exemplifies how Oaktree operates — quiet precision, legal sophistication, and disciplined capital management underpinning one of the world’s most respected alternative investment firms.
Owner: Dell Technologies Inc.
Date: 10/17/2025
Origin: San Jose Mineta International Airport (SJC) – San Jose, California (Silicon Valley)
Destination: Austin–Bergstrom International Airport (AUS) – Austin, Texas (Corporate Headquarters, Round Rock/Austin Area)
Money Moves:
Dell Technologies’ corporate jet departed from San Jose and flew to Austin — a core corridor connecting Silicon Valley’s innovation ecosystem with Dell’s central command hub in Texas. This route almost certainly reflects executive or engineering leadership travel tied to partnerships, technology integrations, or investment discussions with West Coast partners.
The most accurate interpretation: this trip likely carried senior executives in product development, supply chain, or cloud infrastructure divisions returning from meetings with strategic partners such as NVIDIA, Intel, or major data center operators. As Dell continues to expand its role in AI infrastructure, edge computing, and enterprise hardware ecosystems, coordination between California’s tech firms and Texas’s manufacturing and operational base remains vital.
The timing — mid-October — fits Dell’s fiscal and product roadmap cycles, when teams finalize Q4 strategic initiatives and 2026 innovation budgets. The direct flight into Austin underscores the precision of Dell’s executive travel model: efficient, confidential, and tightly aligned with ongoing R&D and market development priorities.
From the glass offices of Silicon Valley to the tech corridors of Austin, this flight captures Dell’s defining duality — a Texas-built company with Silicon Valley speed, engineering depth, and global reach powering the next generation of digital infrastructure.
Owner: U.S. Bancorp (U.S. Bank)
Date: 10/17/2025
Origin: San Francisco International Airport (SFO) – San Francisco, California
Destination: Morristown Municipal Airport (MMU) – Morristown, New Jersey (New York Metro Region)
Money Moves:
U.S. Bank’s corporate jet departed San Francisco and landed at Morristown, a premier private aviation gateway for executives heading into Manhattan or northern New Jersey’s financial corridor. This cross-country route signals executive or client travel tied to institutional banking, capital markets, or wealth management operations, rather than internal logistics.
The most accurate interpretation: this trip likely carried senior corporate, treasury, or investment banking leaders meeting with institutional investors, fintech partners, or regulatory counterparts in the New York metro area. U.S. Bank has been expanding its East Coast commercial and capital markets presence, particularly after integrating MUFG Union Bank, and this trip likely reflects post-merger relationship management or business development initiatives.
The timing in mid-October also aligns with Q4 investor and regulatory planning, as financial institutions prepare year-end disclosures and next-year capital strategies.
From the innovation hubs of San Francisco to the financial arteries of New York, this flight captures U.S. Bank’s modern strategy — bridging its West Coast fintech DNA with East Coast financial depth to compete as a truly national institution.
Owner: Humana Inc.
Date: 10/17/2025
Origin: John C. Tune Airport (JWN) – Nashville, Tennessee
Destination: St. Louis Downtown Airport (CPS) – Cahokia Heights, Illinois (serving the St. Louis metro area)
Money Moves:
Humana’s corporate jet departed Nashville’s John C. Tune Airport and landed at St. Louis Downtown Airport — a short regional route that strongly suggests executive or regional network coordination travel, likely tied to Humana’s Medicare Advantage, provider partnership, or healthcare operations in the Midwest.
The most accurate interpretation: this flight likely carried senior market leaders or network strategy executives visiting regional healthcare systems, provider groups, or insurance partners in the St. Louis area. Mid-October is a crucial window for Humana, as the company intensifies its Medicare Advantage open enrollment and regional sales operations, making in-person coordination with local leadership and brokers a strategic priority.
The use of John C. Tune Airport — a preferred hub for private corporate travel in Nashville — and direct routing to St. Louis Downtown Airport underscores the confidential, time-sensitive nature of field oversight trips. Executives traveling on this route are likely managing regional growth strategies, provider integrations, or compliance reviews across multiple states.
From Nashville’s healthcare corridor to St. Louis’s medical and insurance markets, this flight captures Humana’s operational tempo — executives on the ground ensuring that innovation, network performance, and patient access remain tightly aligned across its expanding regional footprint.
Owner: Exelon Corporation
Date: 10/17/2025
Origin: Chicago Midway International Airport (MDW) – Chicago, Illinois (Corporate Headquarters Region)
Destination: Birmingham–Shuttlesworth International Airport (BHM) – Birmingham, Alabama
Money Moves:
Exelon’s corporate jet departed from Chicago Midway and flew south to Birmingham — a route that almost certainly reflects executive oversight of energy partnerships, infrastructure projects, or regulatory initiatives in the Southeast. While Exelon’s headquarters sits in Chicago, the company’s influence spans multiple U.S. utilities and energy markets, and Birmingham serves as a regional hub for industrial clients, grid modernization work, and renewable energy expansion.
The most accurate interpretation: this flight likely carried senior operations or business development executives to meet with industrial energy customers, utility regulators, or technology partners involved in Exelon’s clean energy transition and grid reliability projects. Alabama’s growing industrial corridor — anchored by automotive, steel, and manufacturing plants — represents an area of growing opportunity for Exelon’s commercial energy solutions and consulting divisions.
The direct flight from Midway underscores the company’s agile, executive-level engagement with key markets beyond its traditional utility footprint. These site visits often combine strategic relationship building with regulatory groundwork for future energy infrastructure deployment.
From the skyscrapers of Chicago to the industrial heart of Alabama, this flight reflects Exelon’s evolving mission — a modern energy leader balancing clean innovation, industrial demand, and operational excellence across America’s power grid.
Owner: Texas Instruments Incorporated (TI)
Date: 10/17/2025
Origin: McKinney National Airport (TKI) – McKinney, Texas (Corporate Headquarters Region – North Dallas)
Destination: Yampa Valley Regional Airport (HDN) – Hayden, Colorado (serving Steamboat Springs)
Money Moves:
Texas Instruments’ corporate jet departed its North Dallas base in McKinney and flew northwest to Yampa Valley — a route that suggests executive travel for strategic offsite meetings, investor retreats, or senior leadership gatherings, not operational logistics. Yampa Valley serves the resort area of Steamboat Springs, a popular and secluded destination for corporate planning sessions, board retreats, and executive summits away from public visibility.
The most accurate interpretation: this trip likely carried C-suite leadership or key division heads for a closed-door executive retreat or long-range strategy meeting. With Texas Instruments continuing to expand its semiconductor fabrication investments, R&D capacity, and global supply resilience, October marks the window when the company’s leadership typically reviews capital allocation, manufacturing roadmaps, and technology priorities for the year ahead.
The flight’s direct routing from TI’s McKinney base to Colorado underscores the company’s emphasis on confidential, high-level coordination and executive culture, allowing leaders to align outside the formal corporate environment.
From the semiconductor capital of Texas to the mountain air of Colorado, this flight represents Texas Instruments’ leadership in motion — engineers turned strategists, mapping the future of analog and embedded technology under the quiet peaks of Steamboat Springs.
Owner: McDonald’s Corporation
Date: 10/17/2025
Origin: Frankfurt am Main Airport (FRA) – Frankfurt, Germany (European Operations Hub)
Destination: Republic Airport (FRG) – Farmingdale, New York (Corporate Aviation Gateway)
Money Moves:
McDonald’s corporate jet made the transatlantic trip from Frankfurt to Republic Airport on Long Island — a signature executive route reflecting top-level coordination between the company’s European operations and its U.S. leadership team. Frankfurt serves as one of McDonald’s central command points for its European supply chain, real estate, and franchising divisions, while Republic Airport provides private, low-profile access to the New York metro area for senior corporate traffic.
The most accurate interpretation: this flight likely carried executives from McDonald’s international management team or global supply chain division, returning from strategic planning sessions or franchise partner meetings in Europe. The timing, mid-October, aligns with McDonald’s internal Q4 forecasting and global budget reviews, as leadership integrates European and North American performance data ahead of fiscal-year close.
Landing at Republic Airport rather than a major commercial hub underscores the confidentiality and precision of McDonald’s executive logistics — ensuring swift access to New York-based financial partners, franchise stakeholders, and media agencies without the delays or visibility of JFK.
From Frankfurt’s financial skyline to the hangars of Long Island, this flight captures McDonald’s global operational pulse — a corporate empire bridging continents daily, balancing franchising strategy, capital markets, and brand power at 40,000 feet.
Owner: Aramark Corporation
Date: 10/17/2025
Origin: Philadelphia International Airport (PHL) – Philadelphia, Pennsylvania (Corporate Headquarters)
Destination: Westchester County Airport (HPN) – White Plains, New York (New York Metro Region)
Money Moves:
Aramark’s corporate jet departed from its Philadelphia headquarters and touched down at Westchester County Airport — a short but strategically significant route that signals executive-level travel for client relations, investor meetings, or partnership discussions in the New York area. Westchester offers discreet, rapid access to Manhattan’s financial district and major institutional clients, making it a top choice for Fortune 500 travel.
The most accurate interpretation: this flight likely carried C-suite executives or business development leaders for meetings with key corporate clients, hospitality partners, or financial institutions connected to Aramark’s food services, facilities management, and uniform services divisions. Given the October timing, this trip may have also coincided with earnings-related investor briefings or end-of-year contract negotiations with major clients based in New York and Connecticut.
The routing reflects Aramark’s dual operational identity — rooted in large-scale service execution from its Philadelphia base, yet deeply intertwined with Wall Street, hospitality, and corporate clients across the Northeast corridor.
From Philadelphia’s command center to the corporate towers of New York, this flight illustrates Aramark’s hands-on executive rhythm — bridging service, finance, and strategy in one seamless, well-timed hop.
Owner: Weyerhaeuser Company
Date: 10/17/2025
Origin: Pittsburgh International Airport (PIT) – Pittsburgh, Pennsylvania
Destination: Boeing Field / King County International Airport (BFI) – Seattle, Washington (Corporate Headquarters)
Money Moves:
Weyerhaeuser’s corporate jet departed Pittsburgh and returned to Boeing Field — the preferred executive airport for Seattle’s major corporations, including Weyerhaeuser’s global headquarters. This cross-country flight likely represents senior leadership travel tied to capital markets, timber operations, or industrial client relations in the eastern U.S.
The most accurate interpretation: the trip likely carried executives overseeing Weyerhaeuser’s Eastern Timberlands or Wood Products divisions, returning from meetings with steel, construction, or packaging clients in Pennsylvania and the Appalachian region. Pittsburgh’s industrial economy — anchored in manufacturing, energy, and building materials — remains one of Weyerhaeuser’s key customer regions for lumber and engineered wood products.
The mid-October date points to year-end operational reviews and client negotiations, particularly relevant as housing demand, lumber pricing, and commercial building activity head into seasonal transitions. The direct return to Boeing Field reflects Weyerhaeuser’s efficient, low-profile executive operations—keeping leadership connected between its nationwide forest assets and Seattle’s strategic command center.
From the wooded ridges of Pennsylvania to the evergreen skyline of Washington, this flight captures Weyerhaeuser’s enduring identity — a century-old timber titan balancing field-level forestry with boardroom strategy, linking America’s forests, factories, and financial hubs in one smooth climb.
Owner: Deere & Company (John Deere)
Date: 10/17/2025
Origin: Des Moines International Airport (DSM) – Des Moines, Iowa
Destination: Boeing Field / King County International Airport (BFI) – Seattle, Washington
Money Moves:
John Deere’s corporate jet departed Des Moines—one of its key Midwest operational and agricultural centers—and headed west to Boeing Field in Seattle, a flight path that points to executive-level industrial or technology coordination rather than routine logistics. Boeing Field is frequently used by major manufacturers and defense contractors, suggesting this trip was part of Deere’s ongoing push into autonomous systems, precision technology, or advanced manufacturing partnerships.
The most accurate interpretation: the flight likely carried senior engineering, R&D, or corporate development leaders for high-level meetings with aerospace or tech partners—potentially related to Deere’s expansion into AI-driven machinery, sensor integration, and advanced materials applications. Seattle’s innovation ecosystem, which includes heavyweights in cloud computing, robotics, and aerospace manufacturing, aligns directly with Deere’s digital-farming and automation strategy.
The mid-October timing also fits Deere’s internal calendar for strategic planning, year-end tech budgeting, and supplier-partner evaluations.
From Iowa’s cornfields to Washington’s aerospace corridors, this flight underscores Deere’s transformation from a legacy equipment maker into a frontline industrial-tech company—where precision agriculture meets the innovation DNA of Silicon Valley and Seattle.
Owner: AbbVie Inc.
Date: 10/17/2025
Origin: Waco Regional Airport (ACT) – Waco, Texas
Destination: Waukegan National Airport (UGN / KUGN) – Waukegan, Illinois (Corporate Headquarters Region – North Chicago)
Money Moves:
AbbVie’s corporate jet departed Waco and flew north to Waukegan, the private aviation hub serving its North Chicago headquarters. This route is far from routine, suggesting executive-level travel tied to biomanufacturing, research partnerships, or government relations in the southern U.S.
The most accurate interpretation: this trip likely carried senior manufacturing or operations executives returning from site visits or partnership discussions with contract manufacturing and clinical trial facilities in Central Texas. Waco and its surrounding region host several biopharmaceutical suppliers, packaging firms, and logistics hubs that support large-scale drug distribution.
Given AbbVie’s expanding global portfolio — including immunology, oncology, and neuroscience pipelines — and the timing in mid-October, this trip may also reflect end-of-year operational reviews or inspection tours tied to ongoing FDA compliance and manufacturing capacity planning.
The direct flight to Waukegan, minutes from AbbVie’s global HQ campus, signals a return to the company’s central leadership base for internal debriefings and strategic oversight sessions.
From Texas’s industrial corridors to the laboratories of North Chicago, this flight captures AbbVie’s operational heartbeat — precision logistics, disciplined oversight, and leadership connectivity that sustain one of the world’s top biopharmaceutical innovators.
Owner: Kohler Co.
Date: 10/17/2025
Origin: Chicago Midway International Airport (MDW) – Chicago, Illinois
Destination: Sheboygan County Memorial Airport (SBM) – Sheboygan, Wisconsin (Corporate Headquarters)
Money Moves:
Kohler’s corporate jet departed Chicago Midway and returned north to Sheboygan — a concise but strategic route that likely marks executive or client travel between major design, retail, or hospitality meetings in Chicago and the company’s global headquarters campus in Wisconsin.
The most accurate interpretation: this trip likely carried senior leadership, design directors, or hospitality executives concluding partnership meetings with architects, real estate developers, or luxury retail partners in downtown Chicago. Kohler’s business lines — spanning kitchen and bath design, energy systems, and resort hospitality — maintain extensive corporate and client relationships in the Chicago metro area, making this a frequent corridor for executive operations.
The short distance and private routing to Sheboygan County Memorial Airport, adjacent to Kohler’s headquarters village and manufacturing complex, suggest a direct return for executive debriefs or weekend strategy sessions following business development engagements.
From the skyline of Chicago to the manicured grounds of Kohler, Wisconsin, this flight reflects the company’s unique balance of artistry and engineering — a privately held industrial icon where design, craftsmanship, and global brand strategy meet just 40 minutes above Lake Michigan.
Owner: Dow Chemical Company (Dow Inc.)
Date: 10/17/2025
Origin: MBS International Airport (MBS) – Midland, Michigan (Corporate Headquarters)
Destination: Los Angeles International Airport (LAX / KLAX) – Los Angeles, California
Money Moves:
Dow Chemical’s corporate jet departed its headquarters base in Midland and flew cross-country to Los Angeles — a long-haul route that almost certainly signals executive-level engagement with major industrial, environmental, or commercial partners on the West Coast. LAX, while typically commercial, also handles a steady volume of corporate and governmental arrivals through its private aviation facilities, suggesting a purpose-built mission rather than routine repositioning.
The most accurate interpretation: this trip likely carried senior executives in corporate affairs, sustainability, or materials science divisions for high-level meetings with technology, energy, or packaging partners, as well as potential ESG and climate-related briefings with California’s regulatory and environmental agencies. Dow’s West Coast partnerships include advanced materials collaborations with clean-energy firms, electric vehicle manufacturers, and film-production suppliers, all consistent with this travel pattern.
The October timing suggests it may have been tied to Q4 innovation summits, contract renewals, or government outreach sessions related to Dow’s global sustainability goals.
From the chemical corridors of Michigan to the innovation coasts of California, this flight underscores Dow’s modern transformation — a century-old industrial powerhouse evolving into a sustainability-driven science and materials leader with global reach.
Owner: Wegmans Food Markets, Inc.
Date: 10/17/2025
Origin: Greater Rochester International Airport (ROC) – Rochester, New York (Corporate Headquarters)
Destination: Westchester County Airport (HPN) – White Plains, New York (New York Metro Region)
Money Moves:
Wegmans’ corporate jet departed its Rochester headquarters and landed at Westchester County Airport — a route that signals executive travel tied to expansion, real estate, or supplier relations within the New York metropolitan area. Westchester serves as the perfect private gateway for accessing Manhattan, Long Island, and northern New Jersey, where Wegmans continues to scale its high-end grocery presence.
The most accurate interpretation: this trip likely carried senior executives from development, finance, or regional operations visiting existing or planned store sites, investment partners, or real estate developers. Wegmans has been steadily expanding its footprint throughout downstate New York, with new locations in Manhattan, Harrison, and Brooklyn, making this flight a likely component of ongoing project reviews, lease negotiations, or market performance assessments.
The timing — mid-October — aligns with Wegmans’ year-end capital planning cycle, as leadership evaluates store profitability, supply logistics, and future growth zones before closing the fiscal year.
From Rochester’s corporate nerve center to the affluent suburbs of Westchester, this flight captures Wegmans’ evolution from a regional grocer to a national premium food retail brand — blending family ownership, logistical mastery, and luxury-level customer experience.
Owner: Meijer, Inc.
Date: 10/17/2025
Origin: Gerald R. Ford International Airport (GRR) – Grand Rapids, Michigan (Corporate Headquarters Region)
Destination: DeKalb County Airport (GWB / KGWB) – Auburn, Indiana
Money Moves:
Meijer’s corporate jet departed its home base in Grand Rapids and flew south to DeKalb County Airport in Indiana — a route that signals operational or logistics-focused executive travel. DeKalb County sits in the industrial heart of the Midwest, surrounded by regional distribution hubs, manufacturing partners, and retail infrastructure projects that feed Meijer’s supply chain network.
The most accurate interpretation: this flight likely carried senior operations, construction, or real estate executives overseeing distribution expansion, supplier coordination, or site development reviews for upcoming stores or logistics facilities. Meijer has been actively strengthening its Indiana footprint, with new store openings and supply-chain modernization efforts across Fort Wayne and northern Indiana — areas easily accessed from DeKalb County Airport.
The timing in October also fits Meijer’s internal planning cycle, as the company aligns 2026 capital projects and store development budgets before year-end. The short, targeted flight suggests an on-the-ground inspection or executive summit with local contractors and logistics partners.
From Michigan’s corporate corridors to Indiana’s industrial backbone, this trip highlights Meijer’s hallmark precision — family-owned agility paired with billion-dollar retail discipline, ensuring every store, warehouse, and regional network operates with Midwestern efficiency and reach.
Owner: Walmart Inc.
Date: 10/17/2025
Origin: Chicago Midway International Airport (MDW) – Chicago, Illinois
Destination: Rogers Executive Airport (ROG) – Rogers, Arkansas (Corporate Headquarters Region, near Bentonville)
Money Moves:
Walmart’s corporate jet departed Chicago Midway and touched down at Rogers Executive Airport — the discreet airfield that serves as the private gateway to the company’s Bentonville headquarters. This flight route is a hallmark of executive-level travel between Walmart’s northern supplier corridor and its command center in Northwest Arkansas, reflecting the company’s intricate coordination between retail operations, logistics, and finance.
The most accurate interpretation: this trip likely carried senior executives in merchandising, vendor relations, or corporate development returning from strategic meetings with major CPG partners and investment banks in the Chicago area. Midway serves as the ideal launch point for quiet, high-stakes supplier negotiations, including partners like Kraft Heinz, Mondelez, and PepsiCo — all headquartered in or near Chicago.
The timing — mid-October — aligns with Walmart’s holiday season readiness and Q4 procurement cycle, when leadership finalizes inventory allocations, promotional strategies, and vendor logistics plans ahead of the busiest retail quarter of the year. The direct routing to Rogers (instead of a larger hub like XNA or Tulsa) emphasizes confidentiality and efficiency, hallmarks of Walmart’s operational discipline.
From Chicago’s corporate boardrooms to the rolling hills of Bentonville, this flight embodies Walmart’s business DNA — precision logistics, relentless supplier engagement, and hands-on executive oversight powering the world’s largest retailer.
Owner: Exelon Corporation
Date: 10/17/2025
Origin: Baltimore/Washington International Thurgood Marshall Airport (BWI) – Baltimore, Maryland
Destination: DuPage Airport (DPA) – West Chicago, Illinois (Corporate Headquarters Region)
Money Moves:
Exelon’s corporate jet departed Baltimore/Washington International and flew west to DuPage Airport — the preferred executive gateway for the company’s Chicago-area headquarters. This route highlights executive coordination between Exelon’s Mid-Atlantic utility operations and its central leadership team in Illinois.
The most accurate interpretation: this trip likely carried senior operations, regulatory, or financial executives returning from oversight meetings at Exelon’s subsidiary utilities, including Baltimore Gas and Electric (BGE), one of its most critical regional assets. The timing suggests high-level discussions related to grid modernization, rate planning, or clean energy transition initiatives — central themes in Exelon’s multi-state utility strategy.
The direct routing to DuPage Airport, just 30 miles from the company’s downtown Chicago headquarters, underscores the confidentiality and precision of the mission — avoiding public hubs in favor of controlled corporate access.
From the power corridors of the Mid-Atlantic to the command center of America’s largest regulated utility, this flight captures Exelon’s corporate rhythm — executives bridging field operations and strategic oversight to keep energy flowing reliably across millions of homes and businesses.
Owner: Northwestern Mutual Life Insurance Company
Date: 10/17/2025
Origin: Clyde Ice Field Airport (SPF) – Spearfish, South Dakota
Destination: Milwaukee Mitchell International Airport (MKE) – Milwaukee, Wisconsin (Corporate Headquarters)
Money Moves:
Northwestern Mutual’s corporate jet departed Clyde Ice Field in western South Dakota and returned to its Milwaukee headquarters — a route that underscores executive travel tied to regional client relations, financial advisor network meetings, or market development initiatives. Spearfish, while small, is a key node in the company’s Midwestern advisory footprint, serving affluent rural and small-market clients across the Dakotas and Wyoming.
The most accurate interpretation: this trip likely carried regional leadership, wealth management executives, or senior advisors returning from field meetings, client appreciation events, or internal financial planning sessions. The direct flight into Milwaukee Mitchell — just minutes from Northwestern Mutual’s downtown headquarters and corporate campus — indicates prompt reintegration into the company’s home operations for strategic or quarterly financial reviews.
From the Black Hills of South Dakota to the skyline of Milwaukee, this flight represents Northwestern Mutual’s enduring model — personal, relationship-driven financial leadership connected by a disciplined corporate core, ensuring that the face-to-face relationships built in the field remain tightly linked to the heart of America’s most trusted insurer.
Owner: Northrop Grumman Corporation
Date: 10/17/2025
Origin: Huntsville International Airport (HSV) – Huntsville, Alabama
Destination: Teterboro Airport (TEB) – Teterboro, New Jersey (New York Metro Area)
Money Moves:
Northrop Grumman’s corporate jet departed from Huntsville — one of the company’s most critical defense and missile systems engineering hubs — and flew to Teterboro, the preferred executive gateway to New York City. This flight almost certainly represents high-level defense, finance, or investor relations travel, linking the company’s government operations base in Alabama with Wall Street and corporate advisory counterparts in the Northeast.
The most accurate interpretation: this trip likely carried senior program directors, CFO-level leadership, or investor relations executives heading to New York for analyst meetings, defense contracting discussions, or strategic briefings with institutional partners. Given Huntsville’s role in Northrop’s missile defense, space systems, and advanced weapon development programs, the origin adds weight to the technical and strategic nature of the visit.
From the rocket fields of Huntsville to the financial corridors of Manhattan, this flight captures Northrop Grumman’s dual identity — a precision-engineered blend of aerospace innovation and capital market command, uniting cutting-edge defense technology with the strategic business engines that fund it.
Owner: Calvin Klein Studios (PVH Corp.)
Date: 10/17/2025
Origin: Teterboro Airport (TEB) – Teterboro, New Jersey (New York Metro Area / Corporate HQ region)
Destination: London Heathrow Airport (LHR) – London, United Kingdom
Money Moves:
Calvin Klein’s corporate jet departed Teterboro for London Heathrow — a signature transatlantic route for creative, commercial, and executive coordination between the brand’s New York headquarters and its European fashion and retail operations. London serves as a key hub for Calvin Klein’s EMEA design, marketing, and merchandising divisions, as well as high-profile partnerships in luxury retail and media.
The most accurate interpretation: this flight likely carried senior creative directors, brand executives, or PVH Corp. leadership traveling for fashion week follow-ups, retail expansion meetings, or collaboration sessions with European design houses and distributors. The mid-October timing aligns with post–fashion season debriefs, Q4 campaign rollouts, and global marketing summits as the brand positions for its holiday retail push.
From New York’s runways to London’s luxury corridors, this flight exemplifies Calvin Klein’s transatlantic rhythm — a global fashion powerhouse keeping its creative pulse, business strategy, and brand identity perfectly in sync across continents.
Owner: Stryker Corporation
Date: 10/15/2025
Origin: Raleigh–Durham International Airport (RDU) – Raleigh, North Carolina
Destination: Teterboro Airport (TEB) – Teterboro, New Jersey (New York Metro Area)
Money Moves:
Stryker’s corporate jet departed Raleigh-Durham and flew north to Teterboro — a route that almost certainly represents executive-level travel tied to investor relations, M&A discussions, or major healthcare partnership meetings in New York. Teterboro remains the go-to private hub for access to Wall Street, Midtown corporate offices, and healthcare investment banks, making this flight strategically routine for Fortune 500 medical device companies.
The most accurate interpretation: this trip likely carried senior finance, strategy, or corporate development executives for meetings with analysts, institutional investors, or potential acquisition partners. Given Stryker’s active acquisition track record in orthopedics and med-tech, a mid-October trip to New York aligns closely with Q4 deal negotiations and investor positioning ahead of year-end reporting.
From North Carolina’s Research Triangle — a center of biomedical innovation — to the boardrooms of Manhattan, this flight reflects Stryker’s playbook: agile leadership connecting R&D, capital markets, and corporate growth strategy in one seamless motion.
Owner: AT&T
Date: 10/15/2025
Origin: Fulton County Executive Airport (FTY / KFTY) – Atlanta, Georgia
Destination: Napa County Airport (APC / KAPC) – Napa, California
Money Moves:
AT&T’s jet departed Fulton County, near its Atlanta corporate operations, and flew west to Napa County — a route that likely signals executive travel tied to venture investments, media or technology partnerships, or strategic meetings in Silicon Valley and Northern California. Napa’s proximity to San Francisco and tech corridors makes it a discreet destination for high-level meetings without landing directly in congested city airports.
The most accurate interpretation: this trip probably carried senior leadership — C-suite or business development executives — heading to Northern California for strategy sessions, content deals, or portfolio reviews before returning to their headquarters backbone in Atlanta. From the tech-rich landscapes of Napa to the telecom nerve center of Georgia, this flight maps the balance between AT&T’s core infrastructure and its evolving digital ambitions.
Owner: Kimberly-Clark Corporation
Date: 10/15/2025
Origin: Teterboro Airport (TEB) – Teterboro, New Jersey (New York Metro Area)
Destination: Dallas Love Field Airport (DAL / KDAL) – Dallas, Texas (Corporate Headquarters in Irving, TX)
Money Moves:
Kimberly-Clark’s corporate jet departed Teterboro — the preferred airport for Fortune 500 executive travel to and from New York City — and returned to its Dallas headquarters region. This route is a textbook example of executive travel following investor relations meetings, strategic partner sessions, or capital market briefings held in Manhattan.
The timing — mid-October — suggests this was likely a post-investor or pre-earnings itinerary, as consumer goods companies like Kimberly-Clark frequently hold analyst meetings, ESG presentations, or supplier negotiations in New York ahead of quarterly disclosures.
The most accurate interpretation: this flight carried senior financial or corporate strategy executives—potentially including the CFO or investor relations leadership—returning from meetings with institutional investors, consumer products analysts, or private equity partners. The direct return to Dallas Love Field, minutes from corporate headquarters in Irving, emphasizes operational efficiency and confidentiality.
From Wall Street’s boardrooms to the headquarters of one of America’s household-product giants, this flight illustrates Kimberly-Clark’s steady rhythm — a global company balancing market communication, capital discipline, and operational execution with boardroom precision.
Owner: Dick’s Sporting Goods, Inc.
Date: 10/14/2025
Origin: Hillsboro Airport (HIO) – Portland, Oregon
Destination: Pittsburgh International Airport (PIT / KPIT) – Pittsburgh, Pennsylvania (Corporate Headquarters)
Money Moves:
Dick’s Sporting Goods’ corporate jet flew east from Portland’s Hillsboro Airport to its Pittsburgh headquarters — a clear sign of executive-level travel following West Coast operational or vendor engagements. Hillsboro sits in the heart of Oregon’s manufacturing and logistics corridor, home to major apparel, footwear, and sporting goods partners, including Nike’s global headquarters in nearby Beaverton.
The most accurate interpretation: this trip likely carried senior merchandising or supply-chain executives returning from vendor meetings, partnership negotiations, or product development sessions with West Coast brands. October marks a pivotal planning window for Dick’s, as leadership finalizes inventory, marketing, and pricing strategies ahead of the holiday retail season.
The direct flight to Pittsburgh International — less than 30 miles from Dick’s Coraopolis headquarters — reinforces the purpose: executives returning home to align merchandising, e-commerce, and logistics divisions after a week of supplier collaboration.
From Oregon’s sneaker capital to Pennsylvania’s retail nerve center, this flight captures the essence of Dick’s operational rhythm — a nationwide retailer tightly linking product innovation with corporate execution, coast to coast.
Owner: Moelis & Company
Date: 10/14/2025
Origin: Los Angeles International Airport (LAX / KLAX) – Los Angeles, California
Destination: Milan Malpensa Airport (MXP / LIMC) – Milan, Italy
Money Moves:
Moelis & Company’s corporate jet departed Los Angeles and set course for Milan — a transatlantic route that unmistakably signals global dealmaking activity at the highest level. With Moelis’ strong presence in both U.S. and European advisory markets, a direct flight from L.A. to Milan suggests executive travel tied to cross-border M&A, capital advisory, or private equity negotiations in continental Europe.
The timing — mid-October — places this trip squarely within the autumn corporate deal cycle, when investment banks and private equity firms finalize major year-end transactions. Milan, Italy’s financial and industrial capital, serves as a hub for luxury, manufacturing, and infrastructure clients, all sectors in which Moelis maintains active mandates.
The most accurate interpretation: this flight likely carried Ken Moelis or senior global advisory partners en route to meet with European corporate clients, sovereign fund partners, or transaction teams coordinating ongoing deal closings or strategic capital deployments.
From the skyline of Los Angeles to the marble corridors of Milan’s financial district, this flight reflects Moelis & Company’s DNA — a boutique powerhouse operating on a global scale, where billion-dollar decisions cross oceans as easily as executives cross time zones.
Owner: Micron Technology, Inc.
Date: 10/14/2025
Origin: Minneapolis–Saint Paul International Airport (MSP / KMSP) – Minneapolis, Minnesota
Destination: Dublin Airport (DUB / EIDW) – Dublin, Ireland
Money Moves:
Micron Technology’s corporate jet departed Minneapolis–Saint Paul en route to Dublin — a transatlantic route that likely reflects executive coordination around semiconductor supply-chain expansion, European manufacturing strategy, or financial structuring across EU operations.
Micron has been expanding its global footprint, aligning closely with U.S. and European industrial policy shifts toward onshore and nearshore chip production. Ireland — home to major semiconductor and technology infrastructure — serves as a strategic hub for tax optimization, R&D partnerships, and distribution oversight across the EU.
The most accurate interpretation: this flight likely carried Micron’s international operations, finance, or government affairs executives for high-level meetings with EU officials, corporate partners, or Irish development authorities (such as IDA Ireland) regarding future fabrication or packaging projects. The Minneapolis origin suggests a connection to U.S. Midwest suppliers or manufacturing coordination prior to the European leg.
From America’s tech heartland to Europe’s innovation corridor, this flight encapsulates Micron’s global strategy in motion — leadership navigating the intersection of geopolitics, technology, and industrial expansion in real time.
Owner: Morgan Stanley
Date: 10/13/2025
Origin: Westchester County Airport (HPN) – White Plains, New York (near Corporate Headquarters in Manhattan)
Destination: London Stansted Airport (STN) – London, United Kingdom
Money Moves:
Morgan Stanley’s corporate jet departed Westchester County Airport — the discreet executive gateway for New York’s financial elite — and crossed the Atlantic to London Stansted, the preferred arrival point for private flights entering the U.K. capital. This transatlantic movement is almost certainly executive-level travel tied to global banking, regulatory, or client strategy coordination between Morgan Stanley’s New York and London offices.
The most accurate interpretation: this trip likely carried senior investment banking, capital markets, or wealth management leadership ahead of earnings discussions, regulatory consultations with the U.K. Financial Conduct Authority, or major client negotiations in London’s financial district. The timing — mid-October — aligns with year-end capital allocation reviews and deal pipeline meetings, as global markets prepare for Q4 positioning.
The choice of airports reflects deliberate precision: Westchester for privacy and proximity to corporate headquarters, and Stansted for direct access to Canary Wharf and the City of London without the congestion of Heathrow.
From the suburban calm of New York’s executive airfields to the trading floors of London, this flight epitomizes Morgan Stanley’s global cadence — a financial powerhouse seamlessly bridging Wall Street and the City, moving capital, leadership, and strategy across the Atlantic in perfect rhythm.
Owner: Saudi Aramco
Date: 10/13/2025
Origin: London City Airport (LCY) – London, United Kingdom
Destination: London Stansted Airport (STN) – London, United Kingdom
Money Moves:
Saudi Aramco’s corporate jet conducted a short repositioning flight within the London metro area, departing from London City and landing at London Stansted — a route that’s operationally brief but strategically significant. Such a movement almost never represents a routine passenger leg; rather, it reflects executive logistics, aircraft positioning, or high-level coordination ahead of international departures.
London City Airport sits in the heart of the city’s financial district, where Aramco executives frequently engage in capital market, energy investment, and sovereign fund meetings with institutional partners. The transfer to Stansted — London’s premier private aviation gateway — suggests the jet was being repositioned for a long-haul departure or collecting senior personnel for onward international travel, possibly to Saudi Arabia or other Aramco global offices.
The most accurate interpretation: this movement reflects executive-level coordination between Aramco’s investor relations, finance, and global strategy divisions during a London stopover. The company often leverages such dual-airport operations when transitioning from European capital markets meetings to international energy summits or government delegations.
From London’s financial core to its private aviation corridor, this brief hop encapsulates Saudi Aramco’s global stature — a trillion-dollar energy empire whose every movement, even a 15-minute flight, signals coordination across oil markets, finance, and geopolitical influence.
Owner: The J.M. Smucker Company
Date: 10/13/2025
Origin: Albany International Airport (ALB) – Albany, New York
Destination: Akron-Canton Airport (CAK) – Akron, Ohio (Corporate Headquarters)
Money Moves:
Smucker’s corporate jet departed Albany and returned to Akron-Canton — the gateway airport serving its Orrville, Ohio headquarters — signaling a clear executive or corporate strategy flight. Albany sits near several of Smucker’s key northeastern distribution, retail, and grocery network partners, making the origin notable for its operational and commercial relevance.
The most accurate interpretation: this trip likely carried senior executives, supply-chain directors, or retail partnership leaders returning from meetings with major grocery or retail distributors, such as regional buyers or logistics partners in the Northeast. The timing in October coincides with holiday-season planning and inventory coordination, a critical window for Smucker’s core brands in coffee, spreads, pet food, and packaged goods.
The decision to fly directly into Akron-Canton — just 30 miles from Smucker’s Orrville headquarters — reflects the company’s trademark efficiency and discretion, ensuring immediate access to its corporate strategy, operations, and brand management teams.
From New York’s distribution corridors to Ohio’s brand command center, this flight embodies Smucker’s steady rhythm: hands-on leadership, regional engagement, and precise coordination that keeps America’s pantry stocked — from Folgers to Jif to Milk-Bone.
Owner: State Farm Insurance
Date: 10/13/2025
Origin: Farnborough Airport (FAB) – Farnborough, United Kingdom
Destination: Central Illinois Regional Airport (BMI) – Bloomington, Illinois (Corporate Headquarters)
Money Moves:
State Farm’s corporate jet departed from Farnborough, one of London’s premier private aviation hubs, and flew directly to Bloomington, Illinois — a rare transatlantic route that clearly signals executive-level coordination between international and headquarters operations. Farnborough is a frequent base for high-profile corporate travel, making it the ideal departure point for senior leadership returning from European insurance, regulatory, or reinsurance meetings.
The direct arrival into Bloomington, rather than through a major gateway like Chicago O’Hare, underscores the purpose and precision of this flight. State Farm maintains dedicated aviation facilities at Central Illinois Regional Airport, allowing top executives to land just minutes from the company’s main campus.
The most accurate interpretation: this trip likely carried C-suite or global strategy executives returning from meetings with European reinsurers, regulatory bodies, or international partners. The timing in mid-October aligns with year-end risk modeling and capital planning cycles in the insurance industry, making such high-level coordination both strategic and timely.
From the private terminals of London to the heart of America’s insurance capital, this flight reflects State Farm’s global footprint — a Midwest institution quietly managing international relationships and billion-dollar risk exposures with precision and reach that span continents.
Owner: ExxonMobil Corporation
Date: 10/13/2025
Origin: George Bush Intercontinental Airport (IAH) – Houston, Texas (Corporate Headquarters)
Destination: Brussels Airport (BRU / Zaventem) – Brussels, Belgium
Money Moves:
ExxonMobil’s corporate jet departed Houston for Brussels — a long-haul route that unmistakably signals executive-level international coordination. Brussels is not just a European capital; it’s a geopolitical and regulatory crossroads, home to the European Commission, major energy policy councils, and corporate headquarters for ExxonMobil’s European refining and chemical divisions.
The most accurate interpretation: this flight likely carried C-suite energy strategy, policy, or international operations executives traveling for EU-level energy discussions, refining oversight, or climate policy negotiations. ExxonMobil has a major downstream presence in Europe, including refining, petrochemical, and lubricant production facilities across Belgium, France, and the Netherlands, all of which fall under the oversight of its Brussels-based European division.
The timing—mid-October—coincides with the typical window for Q4 global energy strategy reviews and pre-winter supply briefings in Europe, where natural gas, refining margins, and renewable transition policies dominate the agenda.
From the energy corridors of Houston to the diplomatic avenues of Brussels, this flight reflects ExxonMobil’s global reality—a multinational balancing regulatory diplomacy, energy security, and corporate influence across two continents, at 500 knots over the Atlantic.
Owner: Intercontinental Exchange (ICE)
Date: 10/13/2025
Origin: London Stansted Airport (STN) – London, United Kingdom
Destination: Fulton County Executive Airport (FTY / KFTY) – Atlanta, Georgia (Corporate Headquarters)
Money Moves:
Intercontinental Exchange’s corporate jet departed London Stansted and returned to Atlanta—its U.S. headquarters and the nerve center of one of the world’s most powerful financial infrastructure networks. This flight reflects ICE’s global leadership cadence: London to Atlanta, markets to command, data to decision.
Stansted serves as ICE’s European gateway, located near its London-based operations, which oversee major segments of its futures, energy trading, and clearing businesses. The return to Fulton County suggests the conclusion of executive or regulatory meetings tied to market supervision, European energy contracts, or exchange technology integration—areas where ICE maintains deep operational roots.
The most accurate interpretation: this trip likely carried CEO Jeff Sprecher, Chair Kelly Loeffler, or senior exchange and clearing executives following strategic briefings with European regulators, investment partners, or data analytics teams. The direct transatlantic routing to ICE’s private facility near downtown Atlanta underscores the firm’s global coordination between its European and American trading ecosystems.
From London’s financial districts to Atlanta’s skyline, this flight embodies the precision and scale of modern finance—a $70 billion exchange empire seamlessly connecting global capital, commodities, and data in real time, one executive flight at a time.
Owner: Textron Inc.
Date: 10/13/2025
Origin: T.F. Green Airport (PVD / KTF Green) – Providence, Rhode Island (near corporate HQ)
Destination: Baton Rouge Metropolitan Airport (BTR) – Baton Rouge, Louisiana
Money Moves:
Textron’s corporate jet departed from its HQ area in Rhode Island and flew down to Baton Rouge—an unusual but telling route that suggests more than mere repositioning. Given Textron’s portfolio in aerospace, defense, and industrial systems, the trip likely carried senior executives or business-unit leaders to the Gulf South region for one or more of the following:
Site visits or audits of manufacturing or defense contractors in the Louisiana / Gulf region
Meeting with regional customers, suppliers, or governmental agencies tied to defense / aviation contracts
Oversight of service or maintenance facilities supporting Bell, Cessna, or Textron-owned operations in the South
From Rhode Island’s aerospace command center to Louisiana’s industrial and defense corridor, this flight signals Textron in action—executives bridging its East Coast leadership hub to operational theaters in the South.
Owner: Ball Corporation
Date: 10/13/2025
Origin: Rocky Mountain Metropolitan Airport (BJC) – Broomfield, Colorado (Corporate Headquarters)
Destination: Asheville Regional Airport (AVL) – Asheville, North Carolina
Money Moves:
Ball Corporation’s corporate jet departed its Broomfield, Colorado headquarters and flew east to Asheville, North Carolina — a route that strongly suggests executive-level travel connected to manufacturing operations, supplier relations, or sustainability partnerships in the Southeast.
Asheville sits near several of Ball’s key packaging and aerospace supply-chain facilities, as well as partners involved in recycled aluminum sourcing and logistics. Given Ball’s continued expansion of its sustainable packaging division and aerospace contract pipeline, this trip most likely involved senior operations, manufacturing, or sustainability executives conducting site visits, performance audits, or partnership evaluations.
The most accurate interpretation: this was a regional operations and strategy mission, possibly tied to the company’s recycled-content initiatives or production efficiency reviews across its Southeast network. The proximity of Asheville to both industrial aluminum corridors and key beverage clients makes it a critical stop in Ball’s domestic supply ecosystem.
From the foothills of the Rockies to the Blue Ridge Mountains, this flight reflects Ball Corporation’s hallmark precision—executives ensuring that sustainability goals, customer commitments, and operational execution stay perfectly aligned across every plant and partnership.
Owner: Eli Lilly and Company
Date: 10/13/2025
Origin: Indianapolis International Airport (IND / KIND) – Indianapolis, Indiana (Corporate Headquarters)
Destination: Florence Amerigo Vespucci Airport (FLR / LIRQ) – Florence, Italy
Money Moves:
Eli Lilly’s corporate jet departed from its Indianapolis headquarters en route to Florence, Italy — a transatlantic route that almost certainly reflects executive travel tied to global pharmaceutical operations, international research coordination, or strategic partnerships in Europe.
Florence and the greater Tuscany region host several biopharmaceutical, life sciences, and clinical manufacturing hubs, and Italy remains a key node in Eli Lilly’s global production network. Lilly has long maintained a strong European presence, with major facilities in Italy (notably in Sesto Fiorentino near Florence), focused on insulin production, biologics manufacturing, and global supply-chain logistics.
The most accurate interpretation: this trip likely carried senior manufacturing, R&D, or international strategy executives overseeing operations at Lilly’s Italian sites or meeting with European regulatory authorities and industry partners. The direct routing from Indianapolis underscores the importance of this mission—executives in motion to align global production, regulatory compliance, and innovation strategy across continents.
From the pharmaceutical corridors of Indiana to the biotech laboratories of Florence, this flight embodies Eli Lilly’s global reach—precision, science, and leadership seamlessly connected at 40,000 feet.
Owner: Caesars Entertainment, Inc.
Date: 10/13/2025
Origin: Teterboro Airport (TEB) – Teterboro, New Jersey (New York Metro Area)
Destination: Harry Reid International Airport (LAS) – Las Vegas, Nevada (Corporate Headquarters)
Money Moves:
Caesars Entertainment’s corporate jet departed Teterboro and returned west to Las Vegas — a classic executive rotation from investor and partner meetings in New York back to headquarters operations on the Strip. Teterboro is the preferred airport for private corporate traffic into Manhattan, making this flight pattern highly indicative of financial or strategic travel.
The most accurate interpretation: this trip likely carried top Caesars executives or investor relations leadership returning from Wall Street engagements, gaming finance discussions, or hospitality partnership meetings. October is a key period for earnings preparation, debt refinancing reviews, and expansion strategy sessions, particularly as the company continues managing capital across its U.S. casino and digital betting platforms.
From the skyline of New York to the neon of Las Vegas, this flight captures Caesars Entertainment’s dual world — financial empire in the East, gaming empire in the West — executives in motion, bridging capital markets and casino floors in a single cross-country run.
Owner: Walmart Inc.
Date: 10/13/2025
Origin: Rogers Executive Airport (ROG) – Rogers, Arkansas (Corporate Headquarters Region – Bentonville)
Destination: Teterboro Airport (TEB) – Teterboro, New Jersey (Greater New York City Area)
Money Moves:
Walmart’s corporate jet departed its Northwest Arkansas headquarters region and touched down at Teterboro — the premier private aviation gateway to Manhattan. This flight route is among Walmart’s most strategically significant, typically reserved for executive travel tied to investor relations, financial institutions, supplier summits, or high-level media engagements.
The most accurate interpretation: this trip likely carried C-suite leadership or senior finance and strategy executives en route to Wall Street or major vendor meetings. With earnings season and holiday retail strategy discussions typically peaking in October, the timing aligns with pre-quarter briefings, brand partner negotiations, or retail pricing reviews with analysts and key business partners based in New York.
From Bentonville’s quiet command center to the financial crossroads of New York, this flight represents the pulse of corporate coordination that keeps Walmart’s empire running — executives bridging America’s heartland retail power with the capital markets that fuel its global expansion.
Owner: Portillo’s Inc.
Date: 10/13/2025
Origin: Lewis University Airport (KLOT) – Romeoville, Illinois (near Corporate Headquarters in Oak Brook, IL)
Destination: Nashville International Airport (BNA) – Nashville, Tennessee
Money Moves:
Portillo’s corporate jet departed its home base near Chicago and headed south to Nashville — a route that almost certainly reflects expansion-related or development travel. Lewis University Airport serves as the company’s preferred private departure point for corporate and real estate teams, sitting just minutes from Portillo’s Oak Brook headquarters.
The most accurate interpretation: this trip likely carried senior executives, development officers, or franchise real estate specialists en route to oversee or finalize details for new store openings or construction site evaluations in Tennessee. Portillo’s has been aggressively expanding its footprint across the Sun Belt and Midwest, and Nashville — with its growing population and strong dining culture — is a prime market for the chain’s next wave of growth.
From Chicago’s suburban heart to the booming streets of Nashville, this flight reflects Portillo’s evolution from a local Chicago icon into a national restaurant brand — leadership on the move, scouting new markets where the company’s classic Italian beef and Chicago-style charm can capture the next loyal crowd.
Owner: Harley-Davidson, Inc.
Date: 10/13/2025
Origin: Indianapolis International Airport (IND / KIND) – Indianapolis, Indiana
Destination: Green Bay–Austin Straubel International Airport (GRB) – Green Bay, Wisconsin (near Corporate Headquarters in Milwaukee)
Money Moves:
Harley-Davidson’s corporate jet flew north from Indianapolis to Green Bay—a short but strategic hop that suggests executive or engineering travel tied to Midwest operations, not routine repositioning. While Harley’s global headquarters sits in Milwaukee, Green Bay’s proximity to supply-chain vendors, parts manufacturers, and testing facilities makes it a regular touchpoint for operational reviews.
The most accurate interpretation: this trip likely carried senior operations or product development leaders returning from meetings or supplier visits in Indiana, home to several automotive component and machining partners that serve Harley’s manufacturing ecosystem. The direct flight to Green Bay instead of Milwaukee hints at plant-level inspections or prototype work before executives continued to headquarters for debriefing.
From the industrial heart of Indiana to the manufacturing roots of Wisconsin, this flight captures Harley-Davidson’s ongoing commitment to its Midwestern DNA—executives staying close to the metal, ensuring the craftsmanship and precision behind every machine bearing the iconic bar and shield.
Owner: Waste Management, Inc.
Date: 10/11/2025
Origin: Cape Cod Gateway Airport (HYA) – Hyannis, Massachusetts
Destination: George Bush Intercontinental Airport (IAH) – Houston, Texas (Corporate Headquarters)
Money Moves:
Waste Management’s corporate jet departed Cape Cod and headed for Houston’s George Bush Intercontinental Airport — the base of its global headquarters. The route signals senior leadership travel rather than operational movement, as Cape Cod does not host major Waste Management facilities. This flight most likely followed board or stakeholder meetings, environmental partnership discussions, or regional sustainability site visits in New England.
The most accurate interpretation: this trip likely carried C-suite or environmental operations executives returning to Houston after engagements related to renewable natural gas projects, recycling partnerships, or East Coast sustainability contracts. Waste Management has increasingly leveraged its presence in the Northeast to expand its green energy and landfill gas recovery network, making executive oversight of those initiatives critical.
From the coastal eco-projects of Massachusetts to the energy corridors of Houston, this flight reflects Waste Management’s transformation from a traditional waste hauler into a sustainability and renewable energy powerhouse—executives in motion, steering the business of waste toward the future of clean energy.
Owner: The Coca-Cola Company
Date: 10/11/2025
Origin: Richmond International Airport (RIC) – Richmond, Virginia
Destination: Savannah/Hilton Head International Airport (SAV) – Savannah, Georgia (near Corporate Headquarters in Atlanta)
Money Moves:
Coca-Cola’s corporate jet departed Richmond and headed south to Savannah/Hilton Head — a flight that fits neatly within the company’s regional executive and operations pattern. Richmond is home to major bottling, distribution, and logistics partners, and Coca-Cola frequently coordinates regional management and supplier oversight through such facilities.
The most accurate interpretation: this trip likely involved senior executives or regional operations leaders concluding a bottling network inspection, distributor meeting, or retail partnership review in Virginia before repositioning toward Georgia for internal follow-ups. Savannah is strategically located within easy reach of Atlanta headquarters and the Port of Savannah, a critical logistics hub for Coca-Cola’s global export and ingredient supply chains.
From Virginia’s bottling corridors to Georgia’s logistics coast, this flight captures the quiet coordination behind Coca-Cola’s supply empire — a company that runs not just on brand power, but on the meticulous synchronization of manufacturing, shipping, and strategy across every region it touches.
Owner: CSX Corporation
Date: 10/11/2025
Origin: Scottsdale Airport (SDL) – Scottsdale, Arizona
Destination: Detroit Metropolitan Wayne County Airport (DTW) – Detroit, Michigan
Money Moves:
CSX’s corporate jet departed Scottsdale, Arizona, en route to Detroit—an unusual but telling routing for a company headquartered in Jacksonville, Florida. Scottsdale serves as a common location for executive conferences, investor summits, and infrastructure finance events, so this flight likely carried senior leadership returning from offsite meetings or private equity discussions related to rail modernization, intermodal expansion, or energy-linked logistics.
The arrival in Detroit points to strategic coordination with major automotive and industrial customers, which are critical to CSX’s freight mix. The Detroit corridor anchors CSX’s connections to Midwest manufacturing and Canadian rail partners, making it a prime destination for executive site visits, partnership reviews, and customer negotiations.
The most plausible read: this was a customer-relationship and commercial strategy trip, with executives meeting automakers or Tier 1 suppliers before returning to Jacksonville later in the weekend.
From the desert business enclaves of Scottsdale to the industrial arteries of Detroit, this flight embodies CSX’s customer-centric strategy—executives staying close to the factories, shippers, and supply chains that keep its rail empire running.
Owner: FedEx Corporation
Date: 10/11/2025
Origin: Narita International Airport (NRT) – Tokyo, Japan
Destination: Memphis International Airport (MEM) – Memphis, Tennessee (Global Headquarters & Primary Hub)
Money Moves:
FedEx’s corporate aircraft departed Narita International Airport bound for Memphis—its global SuperHub and corporate headquarters. This trans-Pacific routing reflects the backbone of FedEx’s international operations and likely coincided with high-level logistics reviews, executive oversight of Asia-Pacific operations, or coordination surrounding transoceanic cargo capacity and network performance.
The most accurate interpretation: this flight almost certainly carried senior leadership or network operations personnel returning from Japan, a central command point for FedEx’s Asia-Pacific logistics system. The timing aligns with ongoing adjustments to trans-Pacific freight volumes, air route optimization, and international express demand trends. FedEx’s Narita base serves as a major transfer hub linking Japan, China, and Southeast Asia to the company’s U.S. distribution grid.
From the runways of Tokyo to the cargo ramps of Memphis, this flight captures the essence of FedEx’s global scale—leadership in constant motion, synchronizing time zones, aircraft, and freight networks to keep the world’s commerce moving on schedule.
Owner: Cox Communications / Cox Enterprises
Date: 10/11/2025
Origin: Opa-Locka Executive Airport (OPF) – Miami, Florida
Destination: Fulton County Executive Airport (FTY / KFTY) – Atlanta, Georgia (Cox HQ area)
Money Moves:
Cox’s corporate jet took off from Opa-Locka, Miami and flew north to Fulton County Executive Airport near its Atlanta headquarters. Opa-Locka is often used for private or charter operations in South Florida, suggesting this was not a standard commercial routing. The direct arrival into Fulton County—where Cox maintains its corporate flight operations center and hangar—underscores that this was likely executive-level travel.
The plausible interpretation: this flight carried senior Cox leadership returning from meetings or operations centered in South Florida—possibly related to media sales, telecommunications infrastructure, or market expansion. The return to Fulton County suggests follow-up engagement with HQ leadership, strategic planning sessions, or direct alignment on regional business initiatives.
From Florida’s private aviation corridors to the enterprise heart of Atlanta, this movement exemplifies Cox’s tight executive rhythm—executives bridging regional operations and central command with precision and discretion.
Owner: Georgia-Pacific LLC
Date: 10/11/2025
Origin: Plattsburgh International Airport (PBG) – Plattsburgh, New York
Destination: Fulton County Executive Airport (FTY / KFTY) – Atlanta, Georgia (Corporate Headquarters)
Money Moves:
Georgia-Pacific’s corporate jet departed Plattsburgh, New York, bound for Atlanta’s Fulton County Executive Airport—an unmistakable sign of executive-level travel. Plattsburgh sits in New York’s paper, pulp, and packaging corridor, home to numerous mills, suppliers, and raw-material partners that feed into Georgia-Pacific’s vast manufacturing network.
The most accurate interpretation: this flight likely carried senior operations or procurement executives returning from site inspections, supplier negotiations, or environmental compliance reviews at or near one of Georgia-Pacific’s northern paper facilities or partner mills. The direct routing back to Fulton County—minutes from the company’s headquarters in downtown Atlanta—suggests high-level follow-up meetings or debriefs related to production, logistics, or capital investment strategy.
From the industrial forests of upstate New York to the corporate skyline of Atlanta, this trip encapsulates Georgia-Pacific’s operational rhythm—hands-on oversight, tight supply-chain coordination, and strategic management of one of America’s largest paper and building materials empires.
Owner: The Boeing Company
Date: 10/11/2025
Origin: Washington Dulles International Airport (IAD) – Dulles, Virginia (Washington, D.C. region)
Destination: Boeing Field / King County International Airport (BFI) – Seattle, Washington (Corporate Headquarters and primary operational base)
Money Moves:
Boeing’s corporate jet returned from Washington Dulles to Boeing Field in Seattle—a route that almost certainly reflects executive travel between the company’s defense, government affairs, and manufacturing divisions. Dulles sits just outside the nation’s capital, where Boeing maintains a major presence for defense contracting, regulatory affairs, and Pentagon engagement, while Boeing Field remains the operational heart of the company’s commercial and engineering leadership.
The most credible interpretation: this flight likely carried senior executives or government relations leaders returning from high-level meetings in D.C. regarding defense procurement, FAA certification, or federal contract oversight. With Boeing navigating ongoing Defense portfolio restructuring and 737/787 production realignment, such cross-country trips between D.C. and Seattle have become integral to coordinating its dual commercial-defense strategy.
From the policy corridors of Washington to the factory floors of Seattle, this flight underscores Boeing’s hybrid identity—a global aerospace manufacturer intertwined with U.S. national defense, constantly bridging the gap between government oversight and industrial execution.
Owner: The Procter & Gamble Company (P&G)
Date: 10/11/2025
Origin: Boeing Field / King County International Airport (BFI) – Seattle, Washington
Destination: Cincinnati Municipal Airport – Lunken Field (LUK) – Cincinnati, Ohio (Corporate Headquarters)
Money Moves:
Procter & Gamble’s corporate jet departed Boeing Field in Seattle, bound for Lunken Field near its Cincinnati headquarters—a clear indicator of high-level executive travel. Boeing Field, used primarily for private and corporate operations, is a frequent gateway for major consumer goods and manufacturing executives visiting the Pacific Northwest for supplier meetings, sustainability initiatives, or technology partnerships.
The most accurate interpretation: this flight likely carried senior P&G leadership returning from West Coast business development or supplier engagements, potentially involving Amazon, Microsoft, or logistics partners tied to the company’s e-commerce and digital transformation efforts. With P&G continuing to modernize its global supply chain and direct-to-consumer capabilities, Seattle remains a strategic touchpoint for both innovation and procurement.
The direct return to Lunken Field—a preferred airport for P&G’s executive operations just minutes from downtown Cincinnati and the company’s headquarters in the Central Business District—suggests follow-up meetings or internal briefings after a week of external engagements.
From the tech corridors of Seattle to the corporate nerve center of Cincinnati, this flight reflects P&G’s disciplined rhythm—global scale anchored by Midwestern stability, where innovation and execution meet at 30,000 feet.
Owner: Walmart Inc.
Date: 10/11/2025
Origin: Harry Reid International Airport (LAS) – Las Vegas, Nevada
Destination: Bismarck Municipal Airport (BIS) – Bismarck, North Dakota
Money Moves:
Walmart’s corporate jet lifted off from Las Vegas bound for Bismarck—a flight pattern that stands out as neither routine nor logistical. The company’s corporate aircraft typically operate between Bentonville and major supplier or financial hubs, making a Las Vegas–to–Bismarck routing particularly revealing.
The most accurate interpretation: this was a regional field operations or real estate strategy trip, likely involving Walmart’s Midwestern expansion, distribution planning, or new site evaluations. North Dakota has been an active region for Walmart’s logistics network modernization, with Bismarck positioned strategically between growing intermodal and agricultural corridors that feed into the company’s Plains distribution grid.
The Las Vegas departure hints at possible crossover with industry conferences, retail technology events, or private supplier meetings—all common in the city’s corporate calendar—followed by a direct repositioning flight to Bismarck for on-site review or internal facility visits.
From the neon corridors of Las Vegas to the prairie operations of North Dakota, this trip exemplifies Walmart’s operational reach—senior leadership moving quietly but decisively between capital markets, logistics nodes, and America’s retail front lines.
Owner: Hormel Foods Corporation
Date: 10/11/2025
Origin: Bill & Hillary Clinton National Airport (LIT) – Little Rock, Arkansas
Destination: Austin Municipal Airport (AUM) – Austin, Minnesota (Hormel Headquarters)
Money Moves:
Hormel’s corporate or chartered jet flew from Little Rock back to Austin, Minnesota, home of its global headquarters. The routing strongly suggests executive-level travel rather than a mere positioning leg. Little Rock is not a routine hub for Hormel, so the departure point hints at a strategic mission—perhaps involving a supplier, co-packing facility, or investor meeting in the South, or involvement with food-service / retail clients operating in the region.
The most credible interpretation: this trip likely carried senior leadership—such as the CEO, COO, or major business unit heads—returning from a field assignment in the South, followed by internal strategy meetings, earnings preparation, or operational reviews at HQ. The direct flight back to Austin underscores intent: reconnect with core decision-makers, oversee product pipeline progress, and align headquarters functions after external engagements.
From a commercial airport in Arkansas to the Minnesota heartland, this flight highlights Hormel’s model in action—executives bridging between regional markets and central command to keep its global food network synchronized.
Owner: The Home Depot, Inc.
Date: 10/11/2025
Origin: John Wayne Airport (SNA) – Orange County, California
Destination: Fulton County Executive Airport (FTY / KFTY) – Atlanta, Georgia (Corporate Headquarters)
Money Moves:
Home Depot’s corporate aircraft departed Orange County’s John Wayne Airport and headed for Fulton County Executive Airport—just minutes from the company’s Atlanta headquarters in Cobb County. This particular routing strongly suggests an executive-level return from high-priority West Coast operations, given Home Depot’s deep presence across Southern California’s supplier and logistics ecosystem.
John Wayne Airport serves as a convenient base for Home Depot’s major regional initiatives, including its West Coast supply-chain command center in Perris, California, proximity to key vendor relationships in the Los Angeles basin, and oversight of its distribution and fulfillment network expansion through the Inland Empire. With the company doubling down on its Pro customer business, logistics automation, and vendor-driven inventory optimization, senior leadership presence on-site remains critical.
The most accurate interpretation: this was a post-inspection or vendor negotiation flight, carrying senior operations and merchandising executives—possibly including EVP of Supply Chain and Product Development Ted Decker’s direct reports—back to Atlanta following multi-day reviews of the company’s regional logistics assets. Fulton County Executive Airport is the preferred landing site for Home Depot’s leadership, given its private access, security profile, and proximity to the Store Support Center campus.
From the sprawling freeways of Southern California to the corporate boardrooms of Atlanta, this flight embodies Home Depot’s operational discipline—closing the loop between coastal suppliers and central command, ensuring every initiative in its $150 billion retail network remains aligned with the precision of a company built on logistics mastery.
Owner: Kellanova (formerly Kellogg Company)
Date: 10/11/2025
Origin: Bangor International Airport (BGR) – Bangor, Maine
Destination: Gary/Chicago International Airport (GYY) – Gary, Indiana (Greater Chicago area)
Money Moves:
Kellanova’s jet departed Bangor, Maine, bound for Gary/Chicago International—a movement that almost certainly points to senior executive travel connected to strategic or corporate headquarters activity. Gary (GYY) is the preferred private aviation hub for Chicago-based corporations, offering quick access to downtown Chicago and Battle Creek, Michigan, without the congestion or visibility of O’Hare or Midway.
The most accurate interpretation: this trip likely carried senior Kellanova leadership returning from East Coast site visits, supplier engagements, or investor meetings back toward the company’s central corporate orbit. With Kellanova navigating its post-spinoff identity—focusing on global snacking, Pringles expansion, and operational efficiencies—executive travel between coastal distribution points and Midwestern command centers has become a key part of its playbook.
From the quiet runways of Maine to the industrial skyline of Chicago, this flight reflects the Kellanova model in transition—leaner, globally focused, and strategically uniting its far-flung operations under a renewed, post-Kellogg corporate identity.
Owner: Norfolk Southern Corporation
Date: 10/11/2025
Origin: Fulton County Executive Airport (FTY / KFTY) – Atlanta, Georgia (Corporate Headquarters)
Destination: Buffalo Niagara International Airport (BUF) – Buffalo, New York
Money Moves:
Norfolk Southern’s corporate jet departed from its Atlanta headquarters at Fulton County Executive Airport and headed north to Buffalo Niagara—a route that signals purposeful, executive-level travel rather than routine operations. Buffalo sits at the intersection of major freight corridors and serves as a key gateway to cross-border rail operations with Canada, making it an important node in Norfolk Southern’s network.
The most accurate interpretation: this trip likely carried senior operations or logistics executives for high-level meetings tied to network optimization, infrastructure inspection, or regulatory coordination. With ongoing discussions across the rail industry surrounding safety investments, intermodal expansion, and route modernization, the timing suggests a strategic on-site review or coordination effort rather than mere repositioning.
From the rail-lined heart of Atlanta to the freight arteries of Western New York, this flight reflects Norfolk Southern’s leadership in motion—hands-on, network-aware, and committed to maintaining control of its sprawling logistics empire from the ground up.
Owner: McDonald’s Corporation
Date: 10/11/2025
Origin: Pittsburgh International Airport (PIT) – Pittsburgh, Pennsylvania
Destination: Republic Airport (FRG) – Farmingdale, New York (Long Island)
Money Moves:
McDonald’s corporate jet just lifted off from Pittsburgh bound for Republic Airport on Long Island—a route that almost certainly reflects senior executive travel or high-level financial meetings rather than standard operational movement. Republic (FRG) is a discreet hub favored by corporate leaders seeking proximity to Manhattan and Connecticut while avoiding the visibility of major commercial airports like JFK or LaGuardia.
The most accurate interpretation: this flight likely carried members of McDonald’s senior leadership team for strategic sessions with East Coast financial partners, franchise investment groups, or real estate advisors ahead of Q4 earnings preparations and year-end planning. Pittsburgh’s role as a key franchise and supply-chain market—anchored by Martin Brower’s distribution network—adds further credibility to the trip’s business significance.
From the industrial corridors of Pittsburgh to the executive airways of Long Island, this flight underscores McDonald’s enduring precision—quietly connecting operational centers and financial powerhouses to keep its global empire synchronized, efficient, and ever-expanding behind the golden arches.
Owner: Reyes Holdings, LLC
Date: 10/11/2025
Origin: Chicago Midway International Airport (MDW) – Chicago, Illinois (Corporate HQ)
Destination: Aspen/Pitkin County Airport (ASE) – Aspen, Colorado
Money Moves:
Reyes Holdings’ jet just departed its Chicago headquarters for Aspen—a route that almost certainly reflects executive-level retreat or private equity portfolio discussions, not routine operations. Reyes, the global food and beverage distribution powerhouse behind Reyes Beverage Group and Martin Brower (McDonald’s logistics), typically uses such travel for strategy sessions, investment reviews, or family office coordination.
The most accurate interpretation: this trip likely carried CEO Chris Reyes, Jude Reyes, or senior investment principals en route to a private weekend summit with business partners, financiers, or brand portfolio executives, possibly focused on upcoming beverage distribution contracts, regional M&A opportunities, or capital deployment strategy heading into 2026. Aspen’s exclusivity and privacy make it a favored location for Reyes’s closed-door financial planning and partnership negotiations.
From the industrial corridors of Chicago to the mountain calm of Aspen, this flight reflects the Reyes model in motion—family-led capital, private empire scale, and strategic moves plotted far from the boardroom noise.
Owner: Dollar General Corporation
Date: 10/11/2025
Origin: Tuscaloosa National Airport (TCL) – Tuscaloosa, Alabama
Destination: Nashville International Airport (BNA) – Nashville, Tennessee (Corporate HQ region, Goodlettsville)
Money Moves:
Dollar General’s jet just flew from Tuscaloosa back to its Nashville headquarters—a short but strategically important regional leg likely tied to store operations, distribution center performance, or supplier audits in Alabama. Tuscaloosa sits near one of Dollar General’s key Southern logistics and distribution corridors, supplying hundreds of rural and suburban stores across Alabama and Mississippi.
The most accurate interpretation: this trip likely carried COO and field operations executives conducting onsite evaluations of store efficiency, workforce optimization, and vendor compliance, particularly as Dollar General continues to address inventory turnover and shrink management challenges across the Southeast. Executives may also have visited regional third-party logistics partners or store renovation projects as part of the company’s 2026 modernization and margin-recovery plan.
Landing back in Nashville positions leadership to immediately fold those findings into network optimization and Q4 operational planning.
From Alabama’s retail frontlines to Tennessee’s command hub, this flight reflects Dollar General’s boots-on-the-ground leadership style—executives flying where margins are made: in the aisles, the warehouses, and the distribution arteries of rural America.
Owner: Qualcomm Incorporated
Date: 10/11/2025
Origin: London Stansted Airport (STN) – London, United Kingdom
Destination: McClellan–Palomar Airport (CLD) – Carlsbad, California (near Qualcomm’s San Diego HQ)
Money Moves:
Qualcomm’s jet just flew from London back to Southern California—a transatlantic route that almost certainly followed executive-level meetings with telecom operators, chip customers, and regulatory bodies in Europe. The U.K. has become a critical market for 5G infrastructure partnerships, AI-driven edge computing, and automotive connectivity, all major growth pillars for Qualcomm heading into 2026.
The most precise interpretation: this trip likely carried CEO Cristiano Amon and top business development or regulatory executives returning from talks with European telecom carriers (Vodafone, BT, and Deutsche Telekom reps) and automotive OEM partners around the next-generation Snapdragon Digital Chassis and modem roadmap. The visit may also have included briefings with the U.K. Competition and Markets Authority (CMA) on semiconductor supply chain policy and AI-chip collaboration frameworks.
Landing at McClellan–Palomar, just north of Qualcomm’s San Diego campus, allows leadership to debrief engineering and commercial teams immediately—integrating field updates from Europe into ongoing R&D and global rollout plans.
From London’s policy halls to California’s chip labs, this flight captures Qualcomm’s global momentum—a company orchestrating the 5G-to-AI transition on both sides of the Atlantic.
Owner: New Era Cap Company, Inc.
Date: 10/11/2025
Origin: Buffalo Niagara International Airport (BUF) – Buffalo, New York (Global HQ)
Destination: Milano Linate Airport (LIN) – Milan, Italy
Money Moves:
New Era’s jet just departed from its Buffalo headquarters for Milan—a transatlantic route that points directly to European retail, licensing, and fashion business. Milan is the beating heart of global fashion commerce and a critical hub for premium brand partnerships and European sports merchandising, both core to New Era’s global expansion strategy.
The most accurate interpretation: this trip likely carried CEO Christopher Koch and senior international executives to finalize or advance licensing agreements and retail distribution deals with major European fashion houses, athletic clubs, and e-commerce retailers. Discussions likely centered around co-branded collaborations with Serie A and UEFA teams, along with strategic product launches in the European streetwear and lifestyle apparel markets.
Given Milan’s role in shaping global brand aesthetics, it’s also plausible that New Era’s creative and marketing leaders are meeting with design agencies and fabric suppliers to align next year’s European collection with broader global trends.
From Buffalo’s industrial roots to Milan’s luxury corridors, this flight symbolizes New Era’s evolution—a century-old American cap maker transforming into a global lifestyle brand with a front-row seat in fashion’s most exclusive markets.
Owner: Barnes & Noble, Inc.
Date: 10/11/2025
Origin: Francis S. Gabreski Airport (FOK) – Westhampton Beach, New York
Destination: Santa Barbara Municipal Airport (SBA) – Santa Barbara, California
Money Moves:
Barnes & Noble’s jet just crossed the country from New York’s Hamptons region to Santa Barbara—a route that likely ties to publishing partnerships, film-adaptation rights, or strategic meetings with West Coast creative and tech collaborators. The company’s recent resurgence under CEO James Daunt has included a sharper focus on content licensing, author partnerships, and digital distribution alliances—and California remains ground zero for that ecosystem.
The most accurate interpretation: this trip likely carried executives from B&N’s publishing, media, or investor relations teams heading to Los Angeles and Santa Barbara-area meetings with studios, streaming platforms, and independent publishers about adapting literary IP into film or serialized streaming content. Santa Barbara also serves as a quieter luxury base for such high-level creative negotiations, away from LA’s media glare.
Given Barnes & Noble’s ongoing digital reinvention—merging its retail footprint with a more content-centric business model—this flight reflects more than routine travel. From the literary coasts of New York to the creative canyons of California, this leg captures B&N’s next chapter: turning bookshelves into screenplays, and a bookstore brand into a cross-media powerhouse.
Owner: Bank of America Corporation
Date: 10/10/2025
Origin: Teterboro Airport (TEB) – New York Metro Area
Destination: Charlotte Douglas International Airport (CLT) – Charlotte, North Carolina (Corporate HQ)
Money Moves:
Bank of America’s jet just flew from New York to Charlotte—a classic headquarters shuttle route, but with high strategic weight given the current financial backdrop. The New York origin indicates senior executives—likely from investment banking, markets, or wealth management divisions—were in town for earnings briefings, regulatory consultations, or client meetings before returning to Charlotte to coordinate Q4 positioning.
The most precise interpretation: this trip likely carried CEO Brian Moynihan or top management returning from Wall Street sessions with institutional investors, Fed contacts, and Treasury officials, as Bank of America continues managing interest rate exposure, capital requirements, and consumer credit health heading into late 2025. With capital markets still sensitive to rate-cut expectations, the visit may also have included discussions on fixed-income strategy, loan growth, and digital banking integration with New York’s major financial counterparts.
Landing at CLT places leadership back at the bank’s global operations headquarters—where insights from Manhattan’s financial center are rapidly translated into credit policy, lending strategy, and earnings execution.
From Wall Street boardrooms to Charlotte’s command floor, this flight captures Bank of America’s dual identity in motion—a Wall Street powerhouse grounded in Main Street scale, navigating policy, liquidity, and leadership with surgical precision.
Owner: KKR & Co. Inc. (Kohlberg Kravis Roberts)
Date: 10/10/2025
Origin: Teterboro Airport (TEB) – New York Metro Area (Corporate HQ region)
Destination: CFB Bagotville (CYBG) – Saguenay, Quebec, Canada
Money Moves:
KKR’s jet just made a rare route north—departing New York for Canadian Forces Base Bagotville, deep in Quebec’s resource-rich Saguenay region. While the destination may sound unusual for a global private equity firm, the area has become a focal point for energy transition infrastructure and industrial investments tied to aluminum, aerospace, and green hydrogen development—all sectors where KKR has been quietly increasing exposure.
The most accurate interpretation: this trip likely carried infrastructure and energy fund executives traveling to meet with provincial officials, defense contractors, or industrial partners tied to renewable energy production and heavy manufacturing modernization projects in the Saguenay–Lac-Saint-Jean corridor. Given the airport’s dual civilian-military use, the visit may also involve due diligence on aerospace or logistics assets connected to Canada’s northern supply chain network—a key region for battery materials and low-carbon industrial growth.
Landing back at Bagotville positions KKR leadership in proximity to Rio Tinto’s aluminum operations and emerging hydrogen consortiums—two of Quebec’s most strategic industrial initiatives. From Manhattan’s deal tables to Quebec’s industrial frontier, this flight signals KKR’s evolving thesis: private capital is now chasing the next frontier of energy, materials, and national infrastructure resilience.
Owner: American Express Company (Amex)
Date: 10/10/2025
Origin: San Francisco International Airport (SFO) – San Francisco, California
Destination: New York Stewart International Airport (SWF) – New Windsor, New York (HQ region)
Money Moves:
American Express’s jet just flew cross-country from San Francisco back to New York—a flight that almost certainly carried CEO Stephen Squeri or senior finance leadership returning from fintech and partnership meetings across Silicon Valley. The Bay Area remains ground zero for Amex’s digital growth push—home to Plaid, Stripe, and Square, all critical players in the evolving payments ecosystem where Amex is racing to expand its network partnerships, merchant integrations, and AI-driven risk platforms.
The most precise interpretation: this trip likely involved executive discussions with tech partners and venture-backed startups focused on embedded finance, digital card issuance, and small-business lending ecosystems—the same sectors where Amex has recently invested to defend its high-spend customer base from disruptive fintech competitors. San Francisco is also where Amex’s enterprise product and engineering teams are co-developing machine-learning fraud models and API frameworks used across its global merchant network.
Landing at Stewart Airport keeps executives close to Amex’s Manhattan HQ while avoiding city congestion—a favored return pattern after cross-country strategy runs. From Silicon Valley innovation briefings to New York’s financial control tower, this flight wasn’t just a commute—it was a coast-to-coast handoff between the future of payments and the empire that built it.
Owner: Dillard’s, Inc.
Date: 10/10/2025
Origin: Des Moines International Airport (DSM) – Des Moines, Iowa
Destination: Bill and Hillary Clinton National Airport (LIT) – Little Rock, Arkansas (Corporate HQ)
Money Moves:
Dillard’s jet just returned from Des Moines to its Little Rock headquarters—a route that points to store performance reviews, regional retail expansion, or vendor partnership oversight in the Midwest. Iowa and the surrounding region have been strong performers for Dillard’s amid a broader rebound in mid-tier apparel and home goods sales, making on-site evaluation and vendor engagement essential heading into the holiday quarter.
The most accurate interpretation: this trip likely carried senior merchandising and regional management executives conducting store audits, supplier meetings, and inventory alignment sessions with distribution partners serving the Upper Midwest. Des Moines is a key logistics node for apparel and home product shipments—making it a likely stop for discussions around freight efficiency, vendor terms, and new brand placement within Dillard’s department stores.
Landing back in Little Rock positions leadership to feed those insights directly into corporate merchandising strategy, pricing adjustments, and Q4 inventory allocation.
From Iowa’s retail frontlines to Arkansas’s executive suite, this flight captures Dillard’s hallmark approach—hands-on leadership ensuring every store reflects the company’s precision, polish, and profitability.
Owner: Simon Property Group, Inc.
Date: 10/10/2025
Origin: Charleston Air Force Base / Charleston International Airport (CHS) – Charleston, South Carolina
Destination: Indianapolis International Airport (IND) – Indianapolis, Indiana (Corporate HQ)
Money Moves:
Simon Property Group’s jet just flew from Charleston back to Indianapolis—a route that likely ties to luxury retail development, outlet asset management, or partner negotiations. Charleston sits near several Simon Premium Outlet properties and development zones that have recently drawn high-end tenants and international investment interest.
The most accurate interpretation: this trip likely carried CEO David Simon or senior property executives returning from on-site inspections, tenant lease renewals, or redevelopment planning for one of Simon’s key Southeastern assets—potentially the Charleston Tanger–Simon Premium Outlet or adjacent mixed-use expansion projects. The team was almost certainly reviewing tenant performance metrics, construction progress, and leasing rates heading into the critical holiday retail quarter.
Landing at IND positions leadership back in Simon’s command center, where insights from field visits immediately feed into portfolio optimization, REIT earnings strategy, and capital expenditure allocation.
From Charleston’s retail corridors to Indianapolis’s corporate tower, this flight reflects Simon’s real estate DNA in motion—executives walking their malls, measuring the pulse of luxury retail one property at a time.
Owner: Michael Jordan (Jump Management / 23XI Racing / Jordan Brand)
Date: 10/10/2025
Origin: Palm Beach International Airport (PBI) – Palm Beach, Florida (Primary Residence & Business HQ)
Destination: Harry Reid International Airport (LAS) – Las Vegas, Nevada
Money Moves:
Michael Jordan’s jet just made the high-profile run from Palm Beach to Las Vegas—a route that almost always signals major sports, entertainment, or investment business for the basketball icon turned billionaire mogul. With Jordan’s business empire spanning Jordan Brand (Nike), 23XI Racing, DraftKings, tequila investments, and high-end hospitality, Vegas has become a central meeting point for all of them.
The most precise interpretation: this trip likely ties to NBA and sponsorship-related business surrounding the Las Vegas Aces’ success, NBA expansion talks, or 23XI Racing’s sponsorship negotiations ahead of the 2026 NASCAR season. Given Jordan’s recent deepening involvement in sports equity and luxury brand partnerships, he may also be attending investor meetings or hospitality events tied to his Cincoro Tequila brand or Las Vegas Grand Prix preparations.
From the quiet exclusivity of Palm Beach to the global spotlight of Las Vegas, this flight reflects Jordan’s business rhythm in 2025—balancing billionaire boardrooms, high-octane sports ventures, and the enduring global power of the Jumpman brand.
Owner: Deere & Company (John Deere)
Date: 10/10/2025
Origin: Chicago Midway International Airport (MDW) – Chicago, Illinois
Destination: Quad Cities International Airport (MLI) – Moline, Illinois (Global HQ)
Money Moves:
John Deere’s jet just flew from Chicago to Moline—a short but strategic leg that nearly always signals finance, supply chain, or government affairs business. Chicago serves as Deere’s external hub for banking relationships, investor meetings, and Midwest logistics partnerships, while Moline is the company’s global operational nerve center.
The most accurate interpretation: this flight likely carried CFO and supply chain executives returning from capital markets discussions or regional vendor summits tied to Deere’s ongoing push into precision agriculture, autonomous machinery, and construction equipment modernization. Chicago also hosts several of Deere’s key financial partners—including institutions managing its equipment financing and leasing arms—suggesting possible updates to interest rate hedging, receivables securitization, or capital allocation planning as 2026 budgets take shape.
From the skyscrapers of Chicago to the factory floors of Moline, this flight reflects Deere’s unique corporate rhythm—a company balancing Wall Street strategy with dirt-under-the-nails operational execution.
Owner: Caterpillar Inc.
Date: 10/10/2025
Origin: Fort Worth Alliance Airport (AFW) – Fort Worth, Texas (Corporate HQ & logistics hub)
Destination: McGhee Tyson Airport (TYS) – Knoxville, Tennessee
Money Moves:
Caterpillar’s jet just flew from its Fort Worth headquarters to Knoxville—a route that points directly to supplier relations, heavy equipment distribution, or manufacturing partnership oversight in the Southeast industrial corridor. East Tennessee sits near a dense network of component manufacturers, steel fabricators, and Tier-2 suppliers that support Caterpillar’s machinery, engine, and construction divisions.
The most precise interpretation: this trip likely carried senior supply chain and operations executives to review vendor performance, tour production facilities, and negotiate contract renewals related to key material and drivetrain suppliers in the Knoxville–Chattanooga corridor. With construction and energy project activity rebounding into late 2025, Caterpillar has been tightening its U.S. sourcing footprint to hedge against logistics costs and geopolitical risk tied to overseas components.
Landing at McGhee Tyson positions leadership within an hour of several strategic supplier clusters and regional logistics partners. From Fort Worth’s command center to Tennessee’s industrial backbone, this flight reflects Caterpillar’s operating philosophy in motion—executives getting face-to-face with the factories that keep the world’s machines moving.
Owner: Centene Corporation
Date: 10/10/2025
Origin: St. Louis Lambert International Airport (STL) – St. Louis, Missouri (Corporate HQ)
Destination: Tampa International Airport (TPA) – Tampa, Florida
Money Moves:
Centene’s jet just flew from St. Louis to Tampa—a deliberate, high-level route that almost certainly involved executive oversight of Sunshine Health, Centene’s Florida subsidiary and one of the largest Medicaid managed-care providers in the state. Florida remains a cornerstone of Centene’s national footprint, especially amid 2025’s Medicaid redetermination cycle and aggressive Medicare Advantage expansion.
The most accurate read: this trip likely carried CEO Sarah London or regional leadership heading south to meet with state health regulators, hospital system partners, and provider network executives to address reimbursement recalibrations, enrollment volatility, and network adequacy reviews. Tampa is also where Sunshine Health’s operational headquarters sits—making it the natural destination for a field-level performance check after a volatile quarter in Medicaid utilization and medical cost ratios.
Landing at TPA signals more than routine travel—it marks Centene’s leadership directly confronting its most consequential market. From St. Louis strategy to Tampa execution, this flight underscores Centene’s reality in 2025: to protect margins, you have to be on the ground where policy, patients, and profit meet.
Owner: Adobe Inc.
Date: 10/10/2025
Origin: San Jose Mineta International Airport (SJC) – San Jose, California (Corporate HQ)
Destination: Minneapolis–St. Paul International Airport (MSP) – Minneapolis, Minnesota
Money Moves:
Adobe’s jet just flew from its Silicon Valley headquarters to Minneapolis—a route that likely reflects enterprise client engagement or cloud infrastructure strategy, not internal operations. Minneapolis is a key U.S. hub for major enterprise customers and creative agency networks that rely on Adobe’s digital experience, analytics, and marketing platforms.
The most accurate interpretation: this flight likely carried senior sales, cloud, or enterprise software executives heading to meet with Fortune 500 clients like Target, Best Buy, Ecolab, and 3M, all headquartered in the Twin Cities. These companies are among Adobe’s largest enterprise subscribers for Experience Cloud, Document Cloud, and creative workflow integrations, making in-person strategy sessions critical for renewals and upselling.
Landing at MSP also aligns with Adobe’s renewed focus on AI integration across marketing automation and data-driven creative platforms, where Minnesota’s corporate ecosystem serves as a real-world testing ground for at-scale digital transformation.
From Silicon Valley innovation to Midwest enterprise command, this flight reflects Adobe’s operating edge—turning software relationships into multimillion-dollar strategic partnerships.
Owner: The Kroger Co.
Date: 10/10/2025
Origin: Teterboro Airport (TEB) – New York Metro Area
Destination: Cincinnati Municipal Lunken Airport (LUK) – Cincinnati, Ohio (Corporate HQ)
Money Moves:
Kroger’s jet just flew from the New York metro area back to its Cincinnati headquarters—most likely carrying interim CEO Ronald Sergeant and members of the senior leadership team following a high-level round of banking, legal, and investor discussions tied to the company’s ongoing merger process with Albertsons.
The timing and route strongly suggest meetings with institutional investors, debt underwriters, and merger advisory teams in New York—focused on capital structure adjustments, FTC regulatory compliance planning, and integration modeling ahead of a potential 2026 close. With Wall Street weighing in on merger synergies and potential divestitures, Sergeant’s personal involvement underscores his hands-on leadership during a sensitive transition period.
Landing at Lunken positions the interim CEO just minutes from Kroger’s downtown HQ, where post-trip debriefs with legal, finance, and communications teams would refine both regulatory messaging and investor guidance.
From Wall Street’s negotiating rooms to Cincinnati’s strategy suites, this flight reflects Ronald Sergeant’s current mission—steadying the helm, protecting shareholder confidence, and guiding Kroger through one of the most closely watched retail deals in the country.
Owner: Dollar Tree, Inc.
Date: 10/10/2025
Origin: Norfolk International Airport (ORF) – Chesapeake/Norfolk, Virginia (Corporate HQ region)
Destination: Harry Reid International Airport (LAS) – Las Vegas, Nevada
Money Moves:
Dollar Tree’s jet just traveled from its Hampton Roads headquarters to Las Vegas—a route that almost certainly signals leadership presence at a major retail, merchandising, or supplier conference. October typically coincides with the National Association of Convenience Stores (NACS) Show and several CPG and retail sourcing expos held in Las Vegas, where large discount retailers like Dollar Tree meet with vendors to negotiate 2026 product lines, cost of goods, and private-label supply agreements.
The most accurate interpretation: this flight likely carried CEO Michael Creedon and senior merchandising executives heading west for vendor contract renewals, pricing discussions, and logistics coordination related to Dollar Tree’s ongoing store re-merchandising and Dollar General–competitive repositioning. They may also be reviewing new Family Dollar store format strategies and supplier bids for freight, consumables, and seasonal merchandise.
From Norfolk’s command hub to Las Vegas’s convention floors, this flight captures Dollar Tree’s operational reality—leaders leaving HQ boardrooms to lock in deals that shape next year’s margins, merchandise, and market strategy.
Owner: Sherwin-Williams Company
Date: 10/10/2025
Origin: Amsterdam Schiphol Airport (EHAM) – Amsterdam, Netherlands
Destination: Cleveland Hopkins International Airport (CLE) – Cleveland, Ohio (Global HQ)
Money Moves:
Sherwin-Williams’ jet just returned from Amsterdam to Cleveland—a transatlantic route that almost certainly wrapped up European manufacturing, distribution, or acquisition-related business. The Netherlands serves as a major base for Sherwin-Williams’ European coatings, architectural paints, and industrial finishes operations, as well as key relationships with logistics partners and chemical suppliers across the EU.
The most accurate interpretation: this trip likely carried senior executives or division heads who were in Europe conducting Q4 operational reviews, finalizing supply contracts for pigments and resins, and assessing expansion opportunities in Central and Western Europe. Amsterdam also hosts a number of major global clients in aerospace, marine, and automotive coatings—markets where Sherwin-Williams is aggressively pursuing share growth through its Performance Coatings Group.
Landing in Cleveland brings leadership back to corporate headquarters just as budgeting and performance targets for 2026 are being set—ensuring that European insights on costs, sourcing, and customer demand are integrated into global planning.
From Amsterdam’s industrial docks to Cleveland’s corporate tower, this flight reflects Sherwin-Williams’ global playbook in motion—executives flying home with firsthand data on how the world’s next layer of growth is being painted.
Owner: Procter & Gamble (P&G)
Date: 10/10/2025
Origin: Geneva Airport (GVA) – Geneva, Switzerland
Destination: Cincinnati Municipal Lunken Airport (LUK) – Cincinnati, Ohio (Global HQ)
Money Moves:
P&G’s corporate jet just flew from Geneva back to its Cincinnati headquarters—a flight that almost certainly carried top-tier global executives concluding a multi-day leadership summit with the company’s European and Middle East regional heads. Geneva is the operational center for P&G’s European governance, regulatory relations, and high-value retail partnerships, including major accounts like Carrefour, Tesco, and Unilever’s overlapping supply networks.
The most accurate interpretation: this trip likely marked the end of executive-level negotiations on EU sustainability standards, packaging law compliance, and logistics streamlining for consumer goods moving through the Rhine and Mediterranean trade corridors. It’s also plausible that P&G leadership met with Nestlé’s Geneva-based teams to coordinate shared supplier networks and sustainability targets across the FMCG sector.
Landing at Lunken places leadership minutes from P&G’s global strategy and brand headquarters, where European field intelligence feeds directly into global pricing, distribution, and innovation cycles ahead of the 2026 fiscal year.
From Geneva’s boardrooms to Cincinnati’s command floor, this flight encapsulates P&G’s global operating model—precision diplomacy abroad, brand orchestration at home.
Owner: Cracker Barrel Old Country Store, Inc.
Date: 10/10/2025
Origin: Gainesville Regional Airport (GNV) – Gainesville, Florida
Destination: Leesburg International Airport (LEE) – Leesburg, Florida
Money Moves:
Cracker Barrel’s jet just made a relatively short in-state hop from Gainesville to Leesburg—a route that likely reflects field-level restaurant oversight and regional operations review. Both areas sit within key Florida growth corridors, where Cracker Barrel has been refreshing store formats, updating kitchen systems, and expanding its retail product mix amid a shifting post-pandemic dining environment.
The most accurate interpretation: this trip likely involved senior operations or development executives traveling between regional store clusters to audit performance metrics, evaluate remodel progress, and assess new property development opportunities. With Florida being one of Cracker Barrel’s top-performing and most expansion-active states, executives frequently conduct on-the-ground quality checks before approving new capital projects or franchise realignments.
From Gainesville’s logistics-friendly location to Leesburg’s growing Central Florida market, this flight captures Cracker Barrel’s operational style in motion—leadership traveling the backroads of its own empire to ensure every stop feels like home cooking done right.
Owner: Exelon Corporation
Date: 10/10/2025
Origin: Washington Dulles International Airport (IAD) – Washington, D.C.
Destination: DuPage Airport (DPA) – West Chicago, Illinois (Corporate HQ region)
Money Moves:
Exelon’s jet just returned from Washington to suburban Chicago—a route that nearly always signals executive-level policy and regulatory coordination. As one of the largest utility holding companies in the U.S., Exelon’s fortunes are tightly linked to federal energy regulation, grid modernization policy, and clean-energy tax frameworks.
The most accurate interpretation: this trip likely carried Exelon’s senior leadership or government affairs team back from meetings with the Department of Energy, FERC, and congressional energy committees, where discussions centered on grid resilience standards, decarbonization targets, and federal incentives for transmission and nuclear modernization projects.
Landing at DuPage places executives within minutes of Exelon’s Chicago-area command centers and the headquarters of ComEd, its flagship utility, to translate federal policy outcomes into on-the-ground infrastructure planning.
From D.C.’s energy corridors to Chicago’s power grid hub, this flight reflects Exelon’s core rhythm—balancing policy influence with the operational realities of keeping America’s lights on.
Owner: JPMorgan Chase & Co.
Date: 10/10/2025
Origin: Tri-Cities Regional Airport (TRI) – Blountville, Tennessee
Destination: Westchester County Airport (HPN) – White Plains, New York (Corporate HQ region)
Money Moves:
JPMorgan Chase’s jet just flew from the Tri-Cities area of Tennessee back to the New York region—a route that points to regional banking, industrial lending, or client engagement business rather than investor relations. The Tri-Cities corridor—anchored by Kingsport, Johnson City, and Bristol—is home to a mix of manufacturing, healthcare, and logistics clients, many of which are tied to commercial credit, private banking, and middle-market finance.
The most accurate interpretation: this trip likely carried senior executives or regional banking heads returning from client visits and credit reviews tied to industrial and healthcare financing portfolios, possibly including large accounts in the chemicals and advanced materials sectors (given the proximity of Eastman Chemical’s global HQ in Kingsport).
Landing at Westchester positions executives minutes from JPMorgan’s senior leadership offices and its global investment management teams, where field intelligence is integrated into risk assessments, lending decisions, and client relationship strategy.
From Tennessee’s industrial belt to New York’s financial nerve center, this flight embodies JPMorgan’s model in motion—Wall Street precision grounded by Main Street relationships.
Owner: Costco Wholesale Corporation
Date: 10/10/2025
Origin: Ottawa Macdonald–Cartier International Airport (YOW) – Ottawa, Ontario, Canada
Destination: Washington Dulles International Airport (IAD) – Washington, D.C.
Money Moves:
Costco’s jet just flew from Ottawa to Washington, D.C.—a route that points directly to cross-border regulatory, trade, or governmental business, not retail operations. Ottawa is home to Canadian federal ministries and trade agencies, and Costco has been expanding its Canadian footprint while navigating import, food labeling, and pharmaceutical compliance frameworks under Canadian and U.S. law.
The most accurate interpretation: this flight likely carried senior executives or government relations leaders returning from policy or compliance meetings with Canadian officials on issues like supply chain coordination, import duties, or wholesale licensing for cross-border goods. It may also have involved discussions surrounding Costco’s Canadian expansion pipeline, particularly with provincial permitting and logistics approvals.
Landing at Dulles positions leadership minutes from Costco’s government affairs offices and lobbying partners in D.C., allowing them to immediately brief U.S. policymakers or trade representatives.
From Canada’s capital to America’s, this flight reflects Costco’s scale and precision—a company big enough that its logistics, trade, and regulatory agendas move at the same speed as its planes.
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Owner: O’Reilly Auto Parts
Date: 10/10/2025
Origin: Gwinnett County — Briscoe Field (Fulton, Georgia region)
Destination: Springfield–Branson National Airport (SGF) — Springfield, Missouri (HQ region)
Money Moves:
O’Reilly’s jet just flew from a key supply corridor in Georgia back to its headquarters region in Springfield, Missouri. The Georgia origin suggests executives were visiting southeastern distribution centers, logistics hubs, or store clusters in the region. Georgia is a major nexus for freight traffic and regional supply chains, making it likely that this leg included oversight of warehouse throughput, inbound freight handling, or inventory staging facilities.
Landing at Springfield (the corporate HQ region for O’Reilly) indicates leadership is bringing those field insights home—for alignment on distribution strategy, capital deployment decisions, and seasonal stocking plans.
In short: this trip ties logistics execution in the Southeast directly into HQ decision-making, keeping O’Reilly’s parts flow tight and its service network responsive.
Owner: Tyson Foods
Date: 10/10/2025
Origin: Montrose Regional Airport (MTJ) – Montrose, Colorado
Destination: Northwest Arkansas National Airport (XNA) – Springdale, Arkansas (Corporate HQ)
Money Moves:
Tyson’s jet just returned from Montrose to its Northwest Arkansas headquarters—a route that almost certainly ties to hands-on protein supply chain oversight. The Montrose region sits within Colorado’s cattle and feedlot corridor, where Tyson sources a portion of its live cattle and coordinates third-party beef supply partnerships.
The most accurate interpretation: this trip likely carried senior operations and procurement executives conducting site visits with ranching partners, feed producers, and processing affiliates to assess herd conditions, feed costs, and contract volumes heading into the winter buying cycle. Given ongoing volatility in cattle prices and feed input costs, Tyson leadership was almost certainly negotiating forward contracts, evaluating animal weights and yields, and inspecting compliance with Tyson’s sustainability and animal welfare standards.
Landing back at XNA positions executives to integrate those field insights into national pricing models, production schedules, and export planning—especially as Tyson refines its Q4 protein output and 2026 cost guidance.
From Colorado’s ranchlands to Arkansas’s boardrooms, this flight wasn’t routine—it was Tyson’s leadership literally walking the supply chain, making sure every pound of beef moving through their plants starts with a handshake and firsthand verification.
Owner: Cargill, Incorporated
Date: 10/10/2025
Origin: Chicago Midway International Airport (MDW) – Chicago, Illinois
Destination: Minneapolis–St. Paul International Airport (MSP) – Minneapolis, Minnesota (Global HQ)
Money Moves:
Cargill’s jet just wrapped a short but highly strategic leg from Chicago to Minneapolis—a trip that speaks volumes about the intersection of global commodities, finance, and food logistics. Chicago isn’t just another business stop for Cargill—it’s the nerve center of U.S. grain and futures trading, home to the CME Group, where pricing power for wheat, corn, and soybeans takes shape daily.
The most precise interpretation: Cargill’s senior trading and finance executives were likely in Chicago for in-person strategy sessions with major agricultural banks, trading houses, and hedge fund partners, locking in Q4 hedge positions and export contract structures ahead of the 2026 planting and shipping season. Discussions almost certainly covered grain basis spreads, barge traffic flows on the Mississippi, and protein feedstock pricing—all critical inputs for Cargill’s integrated trading model.
Landing back at MSP brings leadership directly into the company’s global command hub, where those market insights are immediately funneled into logistics planning, export flow optimization, and global risk models covering more than 70 countries.
From Chicago’s futures pits to Minneapolis’s agribusiness war room, this flight perfectly captures Cargill’s DNA—a company that doesn’t just move grain, but moves markets—one jet, one trade, one continent at a time.
Owner: Walmart Inc.
Date: 10/10/2025
Origin: Teterboro Airport (TEB) – New York Metro area
Destination: Rogers Executive Airport / Carter Field (ROG) – Rogers, Arkansas (HQ vicinity)
Money Moves:
Walmart’s jet just returned from New York to its corporate aviation home in Rogers, Arkansas. The origin near Manhattan suggests executives were in major dealmaking mode—likely meeting with investment banks, institutional investors, or supply chain partners in the financial district.
Landing at Rogers Executive (Carter Field) places leadership right next to Walmart’s aviation hub. The move signals a return from capital markets and partner engagements back to ground operations—where insights from Wall Street will immediately be applied back into Walmart’s HQ strategy, merchandising, logistics, and execution plans.
From New York’s deal halls back to Northwest Arkansas command, this flight underscores Walmart’s dual focus: balancing capital and investor relationships while maintaining hands-on oversight across its vast retail empire.
Owner: Dwayne “The Rock” Johnson (Seven Bucks Companies / Teremana / ZOA Energy)
Date: 10/10/2025
Origin: Haneda Airport (HND) – Tokyo, Japan
Destination: Hollywood Burbank Airport (BUR) – Burbank, California (Los Angeles area)
Money Moves:
Dwayne “The Rock” Johnson’s jet just completed a transpacific flight from Tokyo back to Los Angeles—a route that almost certainly ties to global brand, film, or business ventures, not leisure. Japan has become a major market for Johnson’s expanding portfolio, including Teremana Tequila, ZOA Energy, and upcoming film releases under Seven Bucks Productions.
The most accurate interpretation: this trip likely capped a promotional and business tour across Asia, involving press events, brand distribution deals, and meetings with studio and streaming partners related to Johnson’s international projects. Tokyo serves as both a media capital and luxury brand gateway, making it a prime stop for global expansion strategy.
Landing at Burbank places Johnson right back near the headquarters of Seven Bucks Productions, his film teams, and media collaborators—a quick pivot from global promotion back to Hollywood deal-making.
From Tokyo’s bright lights to Los Angeles boardrooms, this flight embodies The Rock’s global empire at work—a nonstop blend of entertainment, entrepreneurship, and brand muscle on a worldwide stage.
Owner: Rockwell Automation, Inc.
Date: 10/10/2025
Origin: Region of Waterloo International Airport (YKF) – Kitchener, Ontario, Canada
Destination: Milwaukee Mitchell International Airport (MKE) – Milwaukee, Wisconsin (Global HQ)
Money Moves:
Rockwell Automation’s jet just flew from Ontario back to its Milwaukee headquarters—a route that strongly signals manufacturing technology, integration, or client-site business. The Kitchener–Waterloo region is one of Canada’s premier industrial automation and tech innovation hubs, home to advanced robotics developers, smart-factory integrators, and AI-driven manufacturing firms.
The most accurate interpretation: Rockwell executives were in Canada for partnership or technology collaboration meetings, likely tied to industrial control systems, automation software, or connected manufacturing platforms used by major Canadian producers. Given the timing late in the year, the trip may also have included year-end performance reviews with key customers in the automotive and energy sectors.
Landing at MKE brings leadership back to Rockwell’s global HQ—where R&D, engineering, and product strategy teams integrate these international collaborations into upcoming product launches and service expansions.
From Canada’s innovation corridor to Wisconsin’s industrial command center, this flight captures Rockwell’s focus in motion—turning field partnerships into next-generation automation strategy.
Owner: Johnson & Johnson (J&J)
Date: 10/10/2025
Origin: Trenton–Mercer Airport (TTN) – Trenton, New Jersey (near Global HQ in New Brunswick)
Destination: Rome–Ciampino Airport (CIA) – Rome, Italy
Money Moves:
Johnson & Johnson’s jet just departed its New Jersey headquarters region and landed in Rome—a transatlantic route that clearly points to global health, pharmaceutical, and regulatory coordination at the executive level. Italy serves as one of J&J’s most strategic European markets, home to manufacturing sites, clinical operations, and EU regulatory liaisons supporting its MedTech and Janssen pharmaceutical divisions.
The most accurate interpretation: this trip likely carried senior executives or division heads for high-level meetings with European health ministries, research institutions, and distribution partners, focusing on vaccine strategy, medical device regulation, and hospital system partnerships across Southern Europe.
Given the Q4 timing, leadership may also be reviewing regional performance targets, supply chain resilience, and 2026 EU market access planning ahead of year-end reporting.
From New Jersey’s global pharma corridor to Rome’s healthcare policy hub, this flight represents J&J’s global operating rhythm—integrating innovation, compliance, and growth strategy across continents to keep its leadership edge in life sciences.
Owner: Eli Lilly and Company
Date: 10/10/2025
Origin: Milwaukee Mitchell International Airport (MKE) – Milwaukee, Wisconsin
Destination: Indianapolis International Airport (IND) – Indianapolis, Indiana (Global HQ)
Money Moves:
Eli Lilly’s jet just flew from Milwaukee back to its Indianapolis headquarters—a short but telling route that almost certainly ties to manufacturing expansion and supply chain oversight. Milwaukee sits near Lilly’s regional contract manufacturing network, including key partners that assist in the production and packaging of Mounjaro (tirzepatide) and its next-generation obesity drug candidates.
The most accurate interpretation: this trip likely carried senior operations or manufacturing executives returning from site inspections and partner meetings with API (active pharmaceutical ingredient) and fill-finish suppliers supporting Lilly’s massive scale-up in metabolic and diabetes treatments. Wisconsin’s proximity to biotech and pharma component suppliers (especially in the Madison–Milwaukee corridor) makes it a frequent operational stop for Lilly leadership.
Landing back in Indianapolis positions executives to regroup with corporate manufacturing and logistics teams at HQ—integrating production updates into Q4 capacity planning and 2026 global rollout schedules.
From Milwaukee’s pharma supply chain hub to Indy’s command center, this flight underscores Eli Lilly’s precision operations—tightening every link in the pipeline to meet unprecedented demand for its blockbuster obesity portfolio.
Owner: Merck & Co., Inc. (U.S. Merck)
Date: 10/10/2025
Origin: Václav Havel Airport Prague (PRG) – Prague, Czech Republic
Destination: Trenton–Mercer Airport (TTN) – Trenton, New Jersey (near Global HQ in Rahway)
Money Moves:
Merck’s jet just flew from Prague to New Jersey—a transatlantic route that reflects global pharmaceutical coordination and regulatory engagement, not marketing or field operations. Prague is home to key clinical trial networks, manufacturing partnerships, and EU regulatory contacts, all integral to Merck’s oncology and vaccine portfolios.
The most accurate interpretation: this trip likely carried senior research or regulatory executives returning from European Medicines Agency (EMA) or partner meetings involving clinical data, product filings, or collaboration agreements in Central Europe. Given the timing—Q4—it may also tie to strategic reviews of trial outcomes or supply chain logistics for 2026 launches.
Landing at Trenton–Mercer places the aircraft minutes from Merck’s Rahway and Kenilworth campuses, where R&D leadership and global operations teams are headquartered.
From Prague’s biotech corridor to New Jersey’s pharma stronghold, this flight captures Merck’s global rhythm—scientific precision abroad, strategic execution at home.
Owner: UnitedHealth Group
Date: 10/10/2025
Origin: Laurence G. Hanscom Field (BED) – Bedford, Massachusetts
Destination: Minneapolis–St. Paul International Airport (MSP) – Minneapolis, Minnesota (Corporate HQ)
Money Moves:
UnitedHealth Group’s jet just traveled from the Boston area back to its Minneapolis headquarters—a route that points directly to executive and partnership strategy in healthcare innovation and analytics. The Boston region is a global hub for biotech, digital health, and academic medical research, all key areas of collaboration for UnitedHealth’s Optum division.
The most accurate interpretation: this trip likely carried senior Optum or corporate executives returning from partnership or acquisition meetings with health-tech firms, data analytics startups, or university research centers in Massachusetts. Such trips often precede contract finalizations, investment rounds, or strategic integration planning.
From Boston’s healthcare innovation corridor to Minneapolis’s corporate command, this flight underscores UnitedHealth Group’s operational heartbeat—merging cutting-edge health technology with large-scale care management to keep its leadership edge in the global healthcare economy.
Owner: Hy-Vee, Inc.
Date: 10/10/2025
Origin: Des Moines International Airport (DSM) – Des Moines, Iowa (Corporate HQ)
Destination: St. Paul Downtown Airport (STP) – St. Paul, Minnesota
Money Moves:
Hy-Vee’s jet just flew from its Des Moines headquarters to St. Paul—a quick but meaningful route that points to regional expansion and partnership strategy. Minnesota is one of Hy-Vee’s fastest-growing markets as the grocer continues to scale its supercenter and health market formats across the Upper Midwest.
The most accurate interpretation: this trip likely carried senior executives for real estate and municipal meetings, supplier negotiations, or community partnership discussions tied to new store openings and distribution planning in the Twin Cities area. Hy-Vee has been aggressively increasing its footprint in Minnesota, competing directly with Target, Cub Foods, and Walmart.
From Des Moines’ command center to St. Paul’s retail frontier, this flight shows Hy-Vee’s playbook in action—hands-on leadership expanding store networks, strengthening supplier ties, and deepening its Midwest retail dominance.
Owner: Comcast Corporation
Date: 10/10/2025
Origin: Trenton–Mercer Airport (TTN) – Trenton, New Jersey
Destination: Philadelphia International Airport (PHL) – Philadelphia, Pennsylvania (Corporate HQ)
Money Moves:
Comcast’s jet just made the quick hop from Trenton back to Philadelphia—a short but strategic route that points to executive-level regional business, not long-haul travel. Trenton sits near major network infrastructure and operations facilities that support Comcast’s Northeast service footprint, including broadband, cable, and data transport assets.
The most accurate interpretation: this flight likely carried network operations or corporate strategy executives following site inspections, regional partner meetings, or regulatory briefings tied to ongoing broadband expansion and infrastructure upgrades in New Jersey and Pennsylvania.
From Trenton’s tech corridor to Philadelphia’s corporate tower, this flight highlights Comcast’s local operational cadence—bridging field-level execution with executive leadership to keep the company’s massive communications network running fast and nationwide.
Owner: Northrop Grumman Corporation
Date: 10/10/2025
Origin: Ogden–Hinckley Airport (OGD) – Ogden, Utah
Destination: Los Angeles International Airport (LAX) – Los Angeles, California (Corporate HQ region)
Money Moves:
Northrop Grumman’s jet just flew from Ogden, Utah, to Los Angeles—a route that connects two of the defense giant’s most critical operational hubs. Ogden is home to major aerospace sustainment and systems integration activity, including support for the U.S. Air Force’s Hill Air Force Base, where Northrop handles key work on aircraft maintenance, radar systems, and composite structures.
The most accurate interpretation: this flight carried senior program or engineering executives returning to headquarters after program reviews, defense contract audits, or progress inspections tied to the company’s B-21 Raider bomber, Sentinel ICBM, or radar modernization programs.
Landing at LAX puts leadership minutes from Northrop’s Redondo Beach and Space Park facilities—centers for classified systems, satellite design, and defense innovation.
From Utah’s Air Force corridor to California’s aerospace command, this flight reflects Northrop’s mission-first rhythm—linking frontline defense work with executive oversight to keep America’s most advanced weapons programs on schedule and secure.
Owner: American Campus Communities Services, Inc. (ACC, owned by Blackstone)
Date: 10/10/2025
Origin: Washington Dulles International Airport (IAD) – Washington, D.C.
Destination: Austin–Bergstrom International Airport (AUS) – Austin, Texas (Corporate HQ)
Money Moves:
American Campus Communities’ jet just returned from Washington to its Austin headquarters—a route that signals policy, financing, or higher-education partnership business rather than campus-level operations. ACC is the nation’s largest student housing developer and operator, with extensive ties to federal housing policy, university funding programs, and education infrastructure initiatives.
The most accurate interpretation: senior leadership was likely in D.C. for meetings with the Department of Education, HUD, or congressional committees regarding student housing affordability, financing incentives, or public–private partnership frameworks tied to ACC’s ongoing development pipeline.
Landing back in Austin positions executives to regroup with real estate and finance teams as the company prepares capital deployment plans for 2026 projects.
From Capitol Hill discussions to campus housing command, this flight reflects ACC’s national role—where real estate strategy meets education policy to shape the future of student living.
Owner: BNSF Railway Company
Date: 10/10/2025
Origin: Tri-Cities Airport (PSC) – Pasco, Washington
Destination: Williston Basin International Airport (XWA) – Williston, North Dakota
Money Moves:
BNSF’s jet just flew from eastern Washington to the heart of North Dakota’s oil patch—a route that points squarely to rail logistics and energy freight operations, not corporate meetings. Both regions sit along key BNSF corridors that handle crude-by-rail shipments, agricultural exports, and industrial freight, making this a highly operational trip.
The most accurate interpretation: this flight likely carried regional operations and infrastructure executives reviewing rail capacity, maintenance, and safety performance across BNSF’s Northern Corridor, which connects Pacific Northwest ports to the Bakken oil fields. With fuel demand and rail traffic rebounding, leadership may also be evaluating equipment positioning, crew scheduling, and customer contract renewals tied to energy and grain markets.
From Pasco’s freight yards to Williston’s oil frontier, this flight reflects BNSF’s on-the-ground command style—executives traveling the rails they manage to keep America’s freight arteries running strong.
Owner: Casey’s General Stores, Inc.
Date: 10/9/2025
Origin: Ankeny Regional Airport (IKV) – Ankeny, Iowa (Corporate HQ)
Destination: Sioux Falls Regional Airport (FSD) – Sioux Falls, South Dakota
Money Moves:
Casey’s jet just flew from its Ankeny headquarters to Sioux Falls—a route that reflects store network expansion and field operations oversight rather than investor travel. Sioux Falls sits in one of Casey’s most strategically important growth corridors, where the company has been rapidly adding new convenience stores and fuel sites across the Dakotas and Minnesota.
The most accurate interpretation: this flight likely carried senior field or real estate executives conducting site visits, franchise meetings, or supply chain reviews tied to regional logistics and fuel distribution. With Casey’s scaling its footprint beyond the Midwest core, these short regional flights often mark hands-on leadership visits to assess performance and scout acquisition opportunities.
From Ankeny’s command center to the Dakotas’ growth frontier, this flight shows Casey’s expansion model in motion—flying where the next stores, gallons, and growth curves are being built.
Owner: United States Steel Corporation (U.S. Steel)
Date: 10/9/2025
Origin: Washington Dulles International Airport (IAD) – Washington, D.C.
Destination: Pittsburgh International Airport (PIT) – Pittsburgh, Pennsylvania (Corporate HQ)
Money Moves:
U.S. Steel’s jet just returned from Washington to Pittsburgh—a route that almost certainly signals regulatory, trade, or policy-related business. The company’s leadership frequently travels to D.C. for meetings with the Department of Commerce, USTR, and congressional committees that shape policies on tariffs, steel imports, environmental standards, and industrial subsidies.
The most accurate interpretation: this trip likely involved executive discussions on trade protections, infrastructure project supply contracts, or decarbonization incentives tied to U.S. Steel’s modernization efforts and low-carbon steel initiatives.
From Capitol Hill back to the Mon Valley, this flight embodies U.S. Steel’s balancing act—navigating government policy in Washington while steering one of America’s oldest industrial giants through a new era of green manufacturing in Pittsburgh.
Owner: H-E-B Grocery Company
Date: 10/9/2025
Origin: San Antonio International Airport (SAT) – San Antonio, Texas (Corporate HQ)
Destination: Dallas Love Field (DAL) – Dallas, Texas
Money Moves:
H-E-B’s jet just flew from its San Antonio headquarters to Dallas—a quick in-state route that almost certainly reflects strategic market expansion or supplier partnership meetings. Dallas is one of H-E-B’s most competitive and rapidly growing regions, as the grocer continues its push into North Texas to challenge incumbents like Kroger, Walmart, and Target.
The most accurate interpretation: this flight likely carried top executives overseeing new store development, real estate negotiations, or vendor relationship meetings tied to the next phase of H-E-B’s North Texas rollout. With construction and permitting underway on multiple sites, leadership travel between San Antonio and Dallas has become a key part of their regional growth cadence.
From headquarters command to front-line expansion, this trip highlights H-E-B’s Texas-sized strategy in motion—flying north to cement its hold on the state’s most lucrative grocery battleground.
Owner: Enterprise Holdings (Enterprise Rent-A-Car / National / Alamo)
Date: 10/9/2025
Origin: Harrisburg International Airport (MDT) – Harrisburg, Pennsylvania
Destination: Baltimore/Washington International Airport (BWI) – Baltimore, Maryland
Money Moves:
Enterprise’s jet just made the short regional hop from Harrisburg to Baltimore—a route that points to mid-Atlantic operational and corporate coordination rather than customer-facing travel. Harrisburg sits near key fleet logistics and vehicle remarketing hubs, while BWI is home to major airport rental operations and regional management offices.
The most accurate interpretation: this flight likely carried regional leadership or fleet logistics executives overseeing vehicle turnover, utilization metrics, and dealership partnerships across Maryland and Pennsylvania. It may also tie into public-sector and airport authority contract discussions, as Enterprise continues to expand its commercial and government rental programs in the region.
From Pennsylvania’s logistics heartland to Baltimore’s air-travel gateway, this trip captures Enterprise’s operational DNA—a company fine-tuning every mile between fleet management, airport presence, and regional market growth.
Owner: FedEx Corporation
Date: 10/9/2025
Origin: Washington Dulles International Airport (IAD) – Washington, D.C.
Destination: Memphis International Airport (MEM) – Memphis, Tennessee (Global HQ)
Money Moves:
FedEx’s jet just returned from Washington to its Memphis headquarters—a flight that almost certainly signals executive-level policy or regulatory engagement. The D.C. origin points to meetings with federal agencies or lawmakers, likely concerning aviation policy, labor regulations, or trade and logistics infrastructure—all key areas shaping FedEx’s operating environment.
The most accurate interpretation: senior leadership was in Washington for transportation policy discussions, USPS contract reviews, or infrastructure funding talks, before heading back to Memphis to brief corporate and operational teams.
From Capitol Hill to cargo central, this flight reflects FedEx’s role as both a global logistics powerhouse and a key player in national transportation policy—ensuring its strategy in Memphis stays aligned with the decisions made in Washington.
Owner: Morgan Stanley
Date: 10/8/2025
Origin: Westchester County Airport (HPN) – White Plains, New York (HQ region)
Destination: Washington Dulles International Airport (IAD) – Washington, D.C.
Money Moves:
Morgan Stanley’s jet just traveled from its New York headquarters region to Washington, D.C.—a classic signal of regulatory or policy-focused meetings rather than client travel. With Dulles providing direct access to the capital, this flight most likely carried top executives or government affairs leadership heading to meetings with Treasury, SEC, or Federal Reserve officials.
The most accurate interpretation: given ongoing regulatory scrutiny around capital requirements, banking consolidation, and AI-driven financial services, this trip was almost certainly tied to policy coordination or executive testimony preparation. Timing in early Q4 also aligns with fiscal and oversight briefings that shape year-end compliance and capital planning cycles.
From Wall Street’s nerve center to Washington’s policy stage, this flight underscores Morgan Stanley’s constant balancing act—protecting shareholder value while staying perfectly in step with the regulators who shape its playing field.
Owner: Eaton Corporation
Date: 10/8/2025
Origin: Pittsburgh International Airport (PIT) – Pittsburgh, Pennsylvania
Destination: Kenosha Regional Airport (ENW) – Kenosha, Wisconsin
Money Moves:
Eaton’s jet just made the trip from Pittsburgh to Kenosha—a route that strongly points to manufacturing and operational oversight. Eaton maintains major electrical systems and industrial product operations throughout the Midwest, including facilities in Wisconsin and nearby northern Illinois.
The most accurate interpretation: this flight carried operations or supply chain executives traveling to inspect facilities, review production output, or meet with regional OEM partners tied to electrical and vehicle systems manufacturing. The Pittsburgh origin suggests prior stops at Eaton’s aerospace and power management divisions, making this leg part of a broader internal review circuit.
From Pittsburgh’s engineering base to Wisconsin’s industrial corridor, this flight reflects Eaton’s hallmark precision—aligning manufacturing performance with corporate execution to keep the company’s power systems business running efficiently worldwide.
Owner: Ameriprise Financial, Inc.
Date: 10/8/2025
Origin: Minneapolis–St. Paul International Airport (MSP) – Minneapolis, Minnesota (Global HQ)
Destination: Teterboro Airport (TEB) – New York Metro Area
Money Moves:
Ameriprise Financial’s jet just flew from its Minneapolis headquarters to the New York area—a direct line between corporate strategy and capital markets influence. This route almost always signals executive meetings with institutional investors, banking partners, or asset management clients headquartered in Manhattan.
The most accurate interpretation: senior leadership was en route for earnings prep, client engagement, or portfolio strategy sessions tied to Ameriprise’s wealth management and asset management arms (Columbia Threadneedle). With Q3 earnings season in full swing, the timing fits perfectly for analyst briefings and institutional client updates.
From Minneapolis’s financial hub to Wall Street’s front row, this flight captures Ameriprise’s operating rhythm—advisors and assets managed in the Midwest, deals and investor confidence maintained in Manhattan.
Owner: Corteva, Inc.
Date: 10/8/2025
Origin: John C. Munro Hamilton International Airport (YHM) – Hamilton, Ontario, Canada
Destination: Teterboro Airport (TEB) – New York Metro Area
Money Moves:
Corteva’s jet just flew from Hamilton, Ontario, to the New York area—a route that points directly to international agriscience and capital market coordination. Hamilton sits near some of Corteva’s major Canadian seed distribution and crop protection operations, key to its North American supply chain.
The most accurate interpretation: this flight carried senior leadership completing field or partner meetings in Canada, likely focused on seed performance reviews, sustainability partnerships, or government regulatory updates, before heading to New York for investor or strategic finance meetings.
Landing at Teterboro—minutes from Wall Street and global investment firms—suggests leadership is shifting from agribusiness execution to capital allocation and strategic messaging as earnings season approaches.
From Ontario’s farmland to Manhattan’s finance core, this flight underscores Corteva’s dual focus—science in the field, strategy in the boardroom.
Owner: Micron Technology, Inc.
Date: 10/8/2025
Origin: San Jose Mineta International Airport (SJC) – San Jose, California
Destination: Boise Airport (BOI) – Boise, Idaho (Global HQ)
Money Moves:
Micron’s jet just flew from Silicon Valley back to its Boise headquarters—a route that cleanly reflects executive and engineering coordination between R&D and corporate command. San Jose is home to Micron’s core semiconductor design and innovation teams, while Boise houses its manufacturing leadership, corporate finance, and executive offices.
The most accurate read: this trip likely carried top Micron executives or engineering leads wrapping up strategic partnership meetings with chip design partners, AI hardware clients, or supply chain vendors in the Bay Area. Returning to Boise signals a pivot toward integrating new technology roadmaps and capital spending plans into the company’s 2026 production cycle.
From Silicon Valley’s innovation engine to Idaho’s manufacturing brain, this flight highlights Micron’s global rhythm—turning next-generation chip ideas into high-volume, real-world production.
Owner: Danaher Corporation
Date: 10/8/2025
Origin: Westchester County Airport (HPN) – New York Metro Area
Destination: London Biggin Hill Airport (BQH) – Greater London, United Kingdom
Money Moves:
Danaher’s jet just crossed the Atlantic from New York to London, landing at Biggin Hill—a favored airport for high-level corporate traffic headed straight into the city’s business core. This flight almost certainly carried senior executives overseeing European operations across Danaher’s life sciences, diagnostics, and environmental segments.
The most accurate interpretation: leadership was en route for meetings with European distributors, R&D partners, and regulatory agencies, particularly tied to Danaher’s Cytiva, Beckman Coulter, and Leica Biosystems divisions. With global healthcare demand and EU regulatory frameworks evolving, the timing suggests strategic alignment on 2026 growth targets and product launches.
From Westchester’s executive corridor to London’s biotech belt, this trip embodies Danaher’s precision-driven culture—science, strategy, and global execution in perfect sync.
Owner: Starbucks Corporation
Date: 10/8/2025
Origin: King County International Airport – Boeing Field (BFI) – Seattle, Washington (HQ region)
Destination: Ontario International Airport (ONT) – Ontario, California
Money Moves:
Starbucks’ jet just flew from its Seattle headquarters to Ontario, California—a route that points to supply chain and distribution oversight rather than retail visits. Ontario is a major logistics hub for Starbucks’ Southern California operations, housing key roasting, packaging, and warehouse facilities that serve thousands of stores across the Southwest.
The most accurate read: this flight likely carried senior executives or supply chain leadership conducting site inspections, partner reviews, or network planning tied to Starbucks’ ongoing logistics modernization efforts. Southern California also serves as a critical testing ground for new beverage technologies and sustainability initiatives, giving the trip operational and strategic weight.
From Seattle’s corporate heart to California’s distribution engine, this flight shows Starbucks leadership doing what it does best—keeping the world’s biggest coffee brand running smoothly, one supply chain checkpoint at a time.
Owner: The Walt Disney Company
Date: 10/8/2025
Origin: Hollywood Burbank Airport (BUR) – Burbank, California (Corporate HQ region)
Destination: Zurich Airport (ZRH) – Zürich, Switzerland
Money Moves:
Disney’s jet just lifted off from its Burbank headquarters and landed in Zurich—a move that screams global finance and international rights business, not theme park operations. Zurich serves as one of Europe’s top hubs for entertainment financing, asset management, and corporate structuring, making it a logical destination for senior Disney executives managing international licensing, European media distribution, and treasury operations.
The most accurate interpretation: this trip likely involved high-level financial meetings with European banking partners, content rights holders, or potential co-investors tied to Disney’s streaming, film, or theme park divisions. Zurich’s financial ecosystem also makes it an ideal base for currency hedging and cross-border capital planning, especially with Disney’s exposure to Euro- and Swiss franc-denominated revenues.
From the creative studios of Burbank to the financial vaults of Zurich, this flight perfectly encapsulates Disney’s dual identity—imagination meets capital discipline, ensuring its global storytelling empire stays as financially sound as it is magical.
Owner: Netflix, Inc.
Date: 10/8/2025
Origin: San Antonio International Airport (SAT) – San Antonio, Texas
Destination: Rome–Ciampino Airport (CIA) – Rome, Italy
Money Moves:
Netflix’s jet just completed a transatlantic flight from Texas to Rome—a route that points squarely to content production and international expansion, not domestic business. San Antonio likely served as a quiet U.S. departure base before executives headed to Europe for high-level meetings tied to Netflix’s European and Mediterranean film operations.
The most accurate read: this trip centers on original content production in Italy and Southern Europe, where Netflix has recently scaled up local-language series, film partnerships, and co-productions with Italian studios and cultural ministries. Executives were almost certainly meeting with production partners, government officials, and regional creative teams to finalize upcoming 2026 projects and streaming rights.
Landing at Ciampino—Rome’s preferred airport for private and executive aircraft—places Netflix leadership just minutes from Italy’s major film studios and distribution networks. From Texas takeoff to Italian film capital touchdown, this flight represents Netflix’s global strategy in motion—expanding storytelling reach, deepening European partnerships, and reinforcing its dominance in global streaming content creation.
Owner: General Motors
Date: 10/8/2025
Origin: Oakland International Airport (OAK) – Oakland, California
Destination: Oakland County International Airport (PTK) – Waterford, Michigan (near GM’s Detroit HQ region)
Money Moves:
General Motors’ jet just flew coast-to-coast from the San Francisco Bay Area back into Michigan, landing at a corporate-friendly general aviation airport near its Detroit base. The California origin suggests executives were visiting engineering, software, or EV partner operations in Silicon Valley or the Bay Area.
Landing at Oakland County International (PTK) positions those leaders mere minutes from GM’s central technology, design, and executive campuses in the Detroit-Warren area. The most plausible scenario: GM leadership was conducting site visits or partnership discussions in the Bay Area (e.g. battery tech, autonomous systems, or software integrations), then returning quickly to tie those insights into Detroit’s core engineering and operations agenda.
Owner: Ford Motor Company
Date: 10/8/2025
Origin: Detroit Metropolitan Wayne County Airport (DTW) – Detroit, Michigan (HQ region)
Destination: Teterboro Airport (TEB) – New York Metro Area
Money Moves:
Ford’s jet just made the short but strategic hop from Detroit to New York—a route that almost always signals capital markets, media, or partnership business rather than plant operations. With Q3 earnings season underway, the most accurate read is that top Ford executives flew east for investor briefings, media interviews, or financial meetings with analysts and major institutional shareholders.
Teterboro provides quick access to Manhattan, where Ford’s senior leadership regularly meets with banking partners, equity analysts, and potential EV or technology collaborators.
From Detroit’s design and engineering core to New York’s financial stage, this flight highlights Ford’s dual focus—building the future of mobility in Michigan while selling that vision to Wall Street.
Owner: The Coca-Cola Company
Date: 10/8/2025
Origin: Westfield–Barnes Regional Airport (BAF) – Westfield, Massachusetts
Destination: Palm Beach International Airport (PBI) – West Palm Beach, Florida
Money Moves:
Coca-Cola’s jet just flew from Western Massachusetts down to South Florida—a route that almost certainly signals executive or board-level travel rather than plant operations. The Westfield departure places it near Coca-Cola Northeast bottling and distribution partners, suggesting leadership was visiting regional bottling facilities or key retail clients before heading south.
Landing in West Palm Beach, a frequent base for corporate retreats, investor meetings, and private equity networking, indicates this leg likely ties to executive strategic sessions or high-level partner meetings.
The most accurate interpretation: this trip combined field oversight in the Northeast bottling network with a leadership or investor gathering in Florida, aligning Coca-Cola’s distribution performance with forward-looking strategy.
From Massachusetts manufacturing corridors to Florida’s boardroom coast, this flight shows Coca-Cola leadership staying hands-on with both the supply chain and the shareholders who fuel its global brand momentum.
Owner: Wynn Resorts, Ltd.
Date: 10/8/2025
Origin: Austin–Bergstrom International Airport (AUS) – Austin, Texas
Destination: Harry Reid International Airport (LAS) – Las Vegas, Nevada (HQ region)
Money Moves:
Wynn’s jet just returned to Las Vegas from Austin—a route that likely reflects executive travel tied to investment, hospitality, or tech partnerships rather than casino operations alone. Austin has become a magnet for high-net-worth investors, tech entrepreneurs, and real estate developers, many of whom intersect with Wynn’s luxury brand ecosystem.
The most accurate read: Wynn executives were in Texas for meetings with potential investors, hospitality developers, or design collaborators tied to upcoming projects in Las Vegas, the UAE, or new U.S. resort expansions. The return to Las Vegas signals a pivot back to corporate HQ for follow-up on financing, architectural planning, and strategic rollout.
From Austin’s venture corridors to the neon skyline of Vegas, this flight underscores Wynn’s modern strategy—blending luxury, tech, and global capital to keep its hospitality empire ahead of the curve.
Owner: Target Corporation
Date: 10/8/2025
Origin: Minneapolis–St. Paul International Airport (MSP) – Minneapolis, Minnesota (HQ region)
Destination: Teterboro Airport (TEB) – New York Metro Area
Money Moves:
Target’s jet just departed its Minneapolis headquarters and landed in the New York area—a classic route for investor relations, supplier negotiations, or media-facing executive business. With Q3 earnings season approaching, this trip most likely involved meetings with institutional investors, Wall Street analysts, and advertising or retail partners headquartered in the city.
The most accurate interpretation: top Target executives were flying in to fine-tune messaging on inventory, pricing, and holiday sales strategy, ensuring investor confidence and retailer alignment ahead of the all-important Q4 shopping season.
From Minneapolis command to Manhattan’s financial core, this flight shows Target’s leadership moving from store-level execution to capital-market storytelling—bridging retail results with Wall Street expectations just as the holiday countdown begins.
Owner: HP Inc.
Date: 10/6/2025
Origin: Barcelona–El Prat Airport (BCN) – Barcelona, Spain
Destination: Teterboro Airport (TEB) – New York Metro Area
Money Moves:
HP’s jet just flew from Barcelona back to New York—a route that aligns perfectly with executive-level international business and supply chain coordination. Barcelona is a key base for HP’s printing and personal systems operations, including R&D and regional manufacturing management across Southern Europe.
The most accurate interpretation: senior leadership was on-site for European strategy meetings, likely involving channel partners, component suppliers, and EMEA sales teams, before returning to the U.S. for investor and corporate engagements.
Landing at Teterboro puts executives within minutes of Wall Street and HP’s financial partners, suggesting a dual-purpose trip—wrapping up operational oversight abroad, then pivoting to capital markets and strategic briefings stateside.
From Barcelona’s tech corridor to New York’s financial hub, this flight underscores HP’s global rhythm—engineering precision in Europe, then steering strategy back through America’s deal capital.
Owner: Constellation Brands
Date: 10/6/2025
Origin: Napa County Airport (APC) – Napa, California
Destination: Chicago Midway International Airport (MDW) – Chicago, Illinois
Money Moves:
Constellation Brands’ jet just took off from the heart of California wine country and landed in Chicago—a flight that perfectly reflects the company’s dual focus on premium product quality and national distribution power. The Napa departure points to executive oversight of its high-end wine portfolio—brands like Robert Mondavi, To Kalon, and Schrader—while the Chicago destination puts leadership in range of major retail partners, distributors, and beverage analysts in one of the country’s biggest consumption markets.
The most accurate read: executives likely wrapped up harvest reviews and vineyard performance meetings in Napa, then headed to the Midwest to lock in distribution and marketing plans for the 2025 holiday season.
From vineyard rows to retail boardrooms, this flight embodies Constellation’s premiumization playbook—ensuring every bottle that starts in Napa ends on the best shelves in America.
Owner: Nestlé Purina PetCare
Date: 10/6/2025
Origin: Spirit of St. Louis Airport (SUS) – Chesterfield, Missouri (U.S. HQ region)
Destination: Barcelona–El Prat Airport (BCN) – Barcelona, Spain
Money Moves:
Nestlé Purina’s jet just crossed the Atlantic from its St. Louis headquarters to Barcelona—a route that points squarely to European operations and product innovation strategy. Barcelona is home to one of Nestlé’s major European pet-nutrition and R&D centers, as well as key logistics links for Southern Europe.
The most accurate interpretation: this flight carried senior executives overseeing European market performance, manufacturing efficiency, and new product launches in pet food and veterinary nutrition. Meetings likely included regional distributors, research partners, and EU regulators as Purina pushes its premium and science-driven brands deeper into the European market.
From St. Louis’s corporate kennels to Barcelona’s innovation labs, this flight underscores Purina’s global rhythm—aligning U.S. leadership with European R&D and supply-chain strategy to keep the world’s pets fed (and investors happy).
Owner: New York Yankees (Yankee Global Enterprises)
Date: 10/6/2025
Origin: Teterboro Airport (TEB) – New York Metro Area
Destination: Ocala International Airport (OCF) – Ocala, Florida
Money Moves:
The Yankees’ jet just made the hop from Teterboro to Ocala—a route that likely signals a high-level partnership or facility meeting, not a baseball-related road trip. Ocala has become a magnet for sports training, equestrian, and wellness investments, and the Yankees have been quietly expanding their footprint in Florida real estate, sponsorship, and athletic development partnerships beyond their Tampa operations.
The most accurate interpretation: executives were heading south for strategic talks tied to a commercial or athletic partnership, possibly involving Ocala’s growing sports infrastructure or investor groups tied to player performance, health tech, or facility expansion.
From the Bronx to Florida’s booming sports corridor, this trip fits the Yankees’ off-field playbook—building brand and business partnerships that extend the pinstripes far beyond the ballpark.
Owner: Goldman Sachs Group, Inc.
Date: 10/6/2025
Origin: Kuwait International Airport (KWI) – Kuwait City, Kuwait
Destination: London City Airport (LCY) – London, United Kingdom
Money Moves:
Goldman Sachs’s jet just flew from Kuwait City to London—a route that almost certainly reflects high-level capital and sovereign wealth engagement. Kuwait is home to one of the world’s largest sovereign funds, the Kuwait Investment Authority (KIA), a key institutional partner for global banks and private equity firms.
The most accurate interpretation: senior Goldman partners were in Kuwait conducting sovereign fund negotiations, co-investment discussions, or energy-finance structuring related to Gulf-region infrastructure and diversification projects. Returning to London City Airport—just minutes from Goldman’s EMEA headquarters on Plumtree Court—positions leadership to immediately brief European deal teams and finalize financing structures.
From the oil wealth of Kuwait to the financial arteries of London, this flight captures Goldman’s core business model in motion—converting Gulf capital into global deal flow.
Owner: Joe Tsai (Alibaba Group / Brooklyn Nets / Blue Pool Capital)
Date: 10/6/2025
Origin: Newark Liberty International Airport (EWR) – New York Metro Area
Destination: Kansai International Airport (KIX) – Osaka, Japan
Money Moves:
Joe Tsai’s jet just lifted off from Newark and is en route to Osaka—a move that points directly to Asia-Pacific investment and strategic partnership business, not sports operations. Osaka is a growing hub for tech manufacturing, logistics innovation, and digital commerce, all sectors deeply connected to Alibaba’s regional expansion strategy.
The most accurate read: Tsai is likely heading to high-level meetings with Japanese technology partners, supply chain firms, or government officials involved in e-commerce infrastructure, cloud computing, or AI collaboration. Alibaba has been quietly strengthening its ties to Japan’s retail and logistics ecosystem, and Tsai’s personal presence usually signals deal finalization or strategic alignment.
From Wall Street’s financial orbit to Japan’s innovation corridor, this flight underscores Tsai’s dual role as both investor and operator—bridging global capital with Asian technology powerhouses to keep Alibaba’s influence sharp and expanding.
Owner: Procter & Gamble (P&G)
Date: 10/6/2025
Origin: Cincinnati Municipal – Lunken Airport (LUK) – Cincinnati, Ohio (Global HQ region)
Destination: Frankfurt am Main Airport (FRA) – Frankfurt, Germany
Money Moves:
P&G’s jet just crossed the Atlantic from its Cincinnati headquarters to Frankfurt—a route that almost certainly ties to European operations, brand performance reviews, and regulatory strategy. Frankfurt serves as one of P&G’s largest international business hubs, overseeing supply chain, marketing, and finance for the entire EMEA region.
The most accurate interpretation: this flight likely carried top executives, possibly from the global beauty, home care, or fabric care divisions, for regional leadership meetings, retailer negotiations (with groups like Carrefour and Aldi Süd), and EU regulatory consultations on sustainability and packaging standards.
With Q4 underway, timing suggests P&G leadership is reviewing 2025 sell-through performance, 2026 marketing budgets, and pricing strategies amid a volatile European consumer environment.
From Cincinnati’s command center to Frankfurt’s corporate crossroads, this flight highlights how P&G manages its global empire—aligning product, policy, and profit across continents before the holiday sales push begins.
Owner: Georgia-Pacific
Date: 10/6/2025
Origin: Fulton County Airport / Brown Field (FTY) – Atlanta, Georgia (HQ region)
Destination: Monroe County Airport (MVC) – Monroeville, Alabama
Money Moves:
Georgia-Pacific’s jet just lifted off from its Atlanta headquarters and touched down in Monroeville—the heart of Alabama’s timber and pulp country. This wasn’t a PR trip; it was an operations run straight to the source. Monroeville sits near key suppliers that feed Georgia-Pacific’s mills with the raw materials behind everything from paper towels to building materials.
The most accurate interpretation: senior executives were on-site for timber contract reviews, mill audits, and supply chain planning ahead of 2026 production cycles. With construction and packaging demand climbing, ensuring stable wood flow and cost efficiency in the Deep South is mission-critical.
From Atlanta’s executive suites to Alabama’s pine forests, this flight shows Georgia-Pacific doing what it does best—bridging corporate strategy with boots-on-the-ground operations to keep America’s materials moving.
Owner: Skechers U.S.A., Inc.
Date: 10/6/2025
Origin: Harry Reid International Airport (LAS) – Las Vegas, Nevada
Destination: Frankfurt Airport (FRA) – Frankfurt, Germany
Money Moves:
Skechers’ jet just made a transatlantic leap from Las Vegas to Frankfurt—a move that almost certainly reflects international expansion and distribution oversight, not domestic operations. The Las Vegas origin suggests executives were attending a U.S. footwear or apparel industry trade event, possibly tied to merchandising or retail partnerships, before heading to Europe.
Frankfurt is the hub of Skechers’ European logistics and regional headquarters, housing key operations for sales, warehousing, and EMEA distribution. The most accurate interpretation: this trip carried senior executives for quarter-end performance reviews, regional sales planning, and partnership meetings with major European retailers and logistics providers.
With Skechers continuing to post strong international growth, this flight likely signals leadership reviewing European market momentum and refining 2026 expansion plans. From Las Vegas trade floors to Frankfurt’s global supply corridors, this route highlights Skechers’ steady evolution from a U.S. sneaker brand to a global footwear powerhouse.
Owner: Vista Equity Partners (Robert F. Smith)
Date: 10/6/2025
Origin: Ted Stevens Anchorage International Airport (PANC) – Anchorage, Alaska (refueling stop from Asia)
Destination: Teterboro Airport (TEB) – New York Metro Area
Money Moves:
Vista Equity’s jet just touched down in Anchorage for refueling before continuing east to New York—a clear signal of executive return travel from Asia, where founder Robert F. Smith and his senior team have been steadily expanding Vista’s global capital footprint.
The most accurate read: this flight was the final leg of an Asia dealmaking and investor relations tour, likely involving meetings with sovereign wealth funds, institutional investors, and Asian tech partners in markets such as Singapore, Tokyo, or Seoul. These regions are key sources of capital for Vista’s multi-billion-dollar software funds and growing co-investment network.
Landing at Teterboro positions Smith directly back within range of Vista’s New York and Austin offices, primed to debrief with partners and finalize commitments secured overseas.
From Asia’s financial hubs to Anchorage’s refueling runway and finally into New York’s deal belt, this trip reflects the rhythm of one of private equity’s most global power players—raising capital in Asia by day, closing software deals on Wall Street by week’s end.
Owner: Abbott Laboratories
Date: 10/6/2025
Origin: Waukegan National Airport (UGN) – Waukegan, Illinois (near Abbott Park HQ)
Destination: London Luton Airport (LTN) – London, United Kingdom
Money Moves:
Abbott’s jet just flew from its Illinois headquarters region to London—a direct link between the company’s global operational base and its critical European market. London is home to Abbott’s EMEA regional headquarters, as well as key hubs for its medical device, diagnostics, and nutrition businesses.
The most accurate interpretation: this was a senior executive or board-level trip focused on European regulatory strategy, market access reviews, and product portfolio alignment. With major upcoming launches in diagnostics and continuous glucose monitoring, Abbott leadership is almost certainly meeting with UK regulators, NHS partners, and European distributors to lock in pricing and rollout strategies.
The timing—early Q4—suggests this flight also supports year-end regional performance reviews and budget planning for 2026, as Abbott calibrates its global growth targets amid shifting European healthcare policy.
From Waukegan’s corporate runway to London’s life sciences corridor, this trip reflects Abbott’s global command model—tight coordination between U.S. innovation and European execution.
Owner: Altria Group, Inc.
Date: 10/6/2025
Origin: Richmond International Airport (RIC) – Richmond, Virginia (Global HQ)
Destination: Brussels Airport (BRU) – Zaventem, Belgium
Money Moves:
Altria’s jet just made the transatlantic trip from Richmond to Brussels—a route that signals regulatory and strategic business meetings in the heart of the European Union. Brussels is the center of EU policymaking and home to agencies that oversee tobacco, nicotine, and next-generation product regulation—all critical areas for Altria’s global roadmap.
The most accurate interpretation: this flight carried senior executives for high-level regulatory consultations or partnership discussions tied to Altria’s international ventures, including reduced-risk products, e-vapor technology, and joint initiatives with Philip Morris International (PMI) following their renewed collaboration efforts.
The timing—early Q4—aligns with EU sessions reviewing tobacco directives and product standards for smoke-free alternatives. It’s likely Altria leadership is working to influence evolving policy, strengthen European partnerships, and align long-term regulatory strategy ahead of global product rollouts.
From Richmond’s corporate core to Brussels’ regulatory epicenter, this flight underscores Altria’s shift from legacy tobacco toward policy-driven innovation and global harm-reduction strategy.
Owner: Liberty Mutual Insurance Group
Date: 10/6/2025
Origin: Laurence G. Hanscom Field (BED) – Bedford, Massachusetts (near Boston HQ)
Destination: Orlando International Airport (MCO) – Orlando, Florida
Money Moves:
Liberty Mutual’s jet just departed its Boston-area headquarters and landed in Orlando—a route that aligns squarely with regional growth, insurance operations, and partnership development. Florida is one of Liberty Mutual’s largest and most complex markets, given its exposure to hurricane risk, property insurance regulation, and reinsurance structuring.
The most accurate interpretation: executives were traveling south for meetings with Florida regulators, reinsurers, and regional underwriting teams ahead of year-end policy renewals. With storm season still active through fall, this trip likely focused on risk modeling, catastrophe exposure updates, and pricing adjustments for both homeowners and commercial portfolios.
From Hanscom’s corporate runway to Florida’s insurance battleground, this flight reflects Liberty Mutual’s hands-on oversight of one of its most volatile markets—balancing risk, regulation, and profitability in real time.
Owner: AbbVie Inc.
Date: 10/6/2025
Origin: Ted Stevens Anchorage International Airport (PANC) – Anchorage, Alaska (technical stopover)
Destination: Haneda Airport (HND) – Ōta, Tokyo, Japan
Money Moves:
AbbVie’s jet just completed the long trans-Pacific leg to Tokyo, stopping through Anchorage for refueling—a classic route for corporate aircraft heading to Asia from the U.S. Midwest. The destination, Haneda, signals high-level global pharmaceutical business rather than routine travel.
The most accurate interpretation: this trip likely carried AbbVie’s top executives or regional leadership for strategic meetings in Japan, one of the company’s largest international markets. The agenda almost certainly involved regulatory discussions with Japan’s Ministry of Health, commercial reviews of immunology and oncology products (notably Rinvoq and Skyrizi), and partner coordination with Japanese research institutions and distribution networks.
The timing—early Q4—aligns with AbbVie’s typical global portfolio reviews and pricing strategy sessions, as the company prepares guidance updates and evaluates its Asia-Pacific sales performance.
From Anchorage’s refueling ramp to Tokyo’s pharma command corridor, this flight represents AbbVie’s global scale in motion—linking its U.S. leadership directly with Japan’s life sciences and regulatory power base.
Owner: World Wrestling Entertainment (WWE / TKO Group Holdings)
Date: 10/6/2025
Origin: Westover Air Reserve Base (CEF) – Chicopee, Massachusetts (near Stamford HQ region)
Destination: Los Angeles International Airport (LAX) – Los Angeles, California
Money Moves:
WWE’s jet just flew from its East Coast command center to Los Angeles—a route that screams media business, not wrestling logistics. Departing from Westover, near WWE’s Stamford, Connecticut headquarters, the timing points to executive travel tied to TKO Group Holdings and its Hollywood partnerships.
Landing at LAX makes the purpose clear: high-level meetings with NBCUniversal, Netflix, or Fox to discuss upcoming broadcast renewals, streaming expansions, and entertainment crossovers. With WWE now operating under the Endeavor umbrella, this trip almost certainly centered on content deals, production scheduling, or new talent-driven media projects being developed in Los Angeles.
From Stamford’s boardrooms to Hollywood’s soundstages, this flight wasn’t about suplexes—it was about strategy. WWE is clearly tightening the link between the squared circle and the silver screen, reinforcing its position as a global entertainment powerhouse.
Owner: Chevron Corporation
Date: 10/4/2025
Origin: Glasgow Airport (GLA) – Glasgow, Scotland
Destination: Sugar Land Regional Airport (SGR) – Houston, Texas (HQ region)
Money Moves:
Chevron’s jet just completed a transatlantic flight from Scotland to Houston—a route that perfectly aligns with its global energy footprint. Glasgow sits near Chevron’s North Sea operations, including decommissioning projects, offshore platforms, and joint ventures in the U.K. Continental Shelf.
The most accurate and likely reason for this trip: senior executives conducting operational reviews and partner meetings in Aberdeen and Glasgow tied to the company’s North Sea portfolio—covering mature field management, energy transition strategy, and carbon capture initiatives—before returning to Houston, the core of its global upstream and corporate decision-making.
Landing at Sugar Land, just outside Chevron’s headquarters, signals that this was a strategic leadership leg, bringing European operational updates directly to Houston command.
From the North Sea to the Gulf Coast, this flight underscores Chevron’s tightly integrated global oversight—linking field operations in Scotland to executive strategy in Texas, where decisions on capital, carbon, and future energy development converge.
Owner: Jerry Jones (Dallas Cowboys / Jones Oil & Land / Blue Star Investments)
Date: 10/4/2025
Origin: Teterboro Airport (TEB) – New York Metro Area
Destination: Dallas Love Field (DAL) – Dallas, Texas (HQ region)
Money Moves:
Jerry Jones’s jet just wrapped a high-stakes route from New York back to Dallas—a classic move signaling business before football. The Cowboys owner and billionaire investor was almost certainly in Manhattan for NFL owners’ meetings, media rights discussions, or Blue Star–related financing talks with Wall Street partners.
The timing—early October, deep in the NFL season—makes this flight most plausibly tied to league media negotiations or sponsorship deals, areas where Jones remains one of the NFL’s key power brokers. His return to Dallas positions him to pivot immediately back to AT&T Stadium operations and Cowboys management ahead of the team’s next home stretch.
From Manhattan’s deal rooms to the Cowboys’ command center, this flight captures the Jerry Jones formula: closing business in New York, then flying home to run America’s most valuable sports franchise.
Owner: Shell plc (Royal Dutch Shell)
Date: 10/4/2025
Origin: Farnborough Airport (FAB) – Hampshire, United Kingdom (Global HQ region)
Destination: George Bush Intercontinental Airport (IAH) – Houston, Texas (U.S. Energy HQ)
Money Moves:
Shell’s corporate jet just completed the transatlantic run from London’s Farnborough to Houston—a signature route connecting its global leadership hub to its U.S. energy command center. The timing and route make this almost certainly an executive-level strategy visit, focused on Shell’s North American upstream, LNG, and energy transition operations.
Houston is ground zero for Shell’s Gulf of Mexico projects, carbon capture initiatives, and expanding LNG portfolio. Top executives were likely reviewing U.S. production performance, renewable integration, and capital spending plans as part of Shell’s ongoing transformation into a leaner, lower-carbon energy giant.
From Farnborough’s boardrooms to Houston’s refineries and trading desks, this flight underscores Shell’s global coordination—where European strategy meets American energy execution. It’s a transatlantic reminder that the company’s next growth phase is being steered across both continents in real time.
Owner: Silver Lake Partners
Date: 10/4/2025
Origin: Shannon Airport (SNN) – County Clare, Ireland
Destination: Teterboro Airport (TEB) – New York Metro Area
Money Moves:
Silver Lake’s jet just crossed the Atlantic from Ireland to New York—a route that almost certainly followed portfolio oversight or transaction work in Europe. Shannon Airport, while small, is a favored corporate departure point for U.S.-bound private jets after business in London, Dublin, or continental Europe, especially for firms active in cross-border tech and media investments.
The most accurate interpretation: senior partners were in Europe conducting due diligence or deal-structuring meetings tied to Silver Lake’s technology and entertainment holdings—potentially with European software firms, digital infrastructure assets, or sports and media investments (areas where Silver Lake remains highly active).
Landing at Teterboro, the firm’s preferred New York access point, signals the team returning to U.S. headquarters to finalize financing, legal documentation, or LP updates following a European transaction push.
From Ireland’s business gateway back to Manhattan’s deal rooms, this flight likely capped a week of European buyout or co-investment activity—a reminder that Silver Lake’s transatlantic deal flow rarely sleeps.
Owner: The Coca-Cola Company
Date: 10/4/2025
Origin: Madrid–Barajas Airport (MAD) – Madrid, Spain
Destination: Fulton County Airport / Brown Field (FTY) – Atlanta, Georgia (HQ region)
Money Moves:
Coca-Cola’s jet just made the long-haul run from Madrid back to its Atlanta base. Given Coca-Cola’s massive global footprint and Madrid’s role as a European business hub, the most specific and plausible reason for the trip is executive engagement in European markets—likely meetings with regional bottlers, marketing partners, or distributors in Spain or surrounding countries.
Landing at Fulton County / Brown Field, which hosts Coca-Cola’s corporate aviation operations close to its HQ, suggests that leadership is returning not from a routine commercial stop but from strategic European oversight, now bringing international insights directly back into the U.S. command center.
In short: this wasn’t a vacation—it’s nearly certain to be a leadership return from high-stakes European distribution, bottler, or marketing negotiations, with insights now flowing back into Coca-Cola’s global strategy hub.
Owner: Thoma Bravo, L.P.
Date: 10/4/2025
Origin: Teterboro Airport (TEB) – New York Metro Area
Destination: Miami International Airport (MIA) – Miami, Florida (Southern HQ region)
Money Moves:
Thoma Bravo’s jet just completed the classic New York-to-Miami executive hop—a signature route for one of private equity’s most powerful deal machines. The firm has steadily shifted senior leadership and dealmaking operations toward Miami, where it now runs a major base focused on software, cybersecurity, and fintech investments.
The most accurate and likely reason for this flight: top partners wrapping up final negotiations or valuation meetings with investment banks and portfolio executives in Manhattan, then heading south to close out the week from their Florida command center. With Miami now a rising private equity hub, Thoma Bravo’s presence there gives the firm proximity to founders, family offices, and Latin American investors fueling the next wave of tech buyouts.
From Wall Street to Biscayne Bay, this flight underscores Thoma Bravo’s evolution into a bi-coastal powerhouse—one that makes billion-dollar software deals before breakfast in New York and finalizes them by sunset in Miami.
Owner: Jeff Bezos (Bezos Expeditions / Blue Origin / Amazon Founder)
Date: 10/4/2025
Origin: Nice Côte d’Azur Airport (NCE) – Nice, France
Destination: William P. Hobby Airport (HOU) – Houston, Texas
Money Moves:
Jeff Bezos’s jet just crossed the Atlantic from the French Riviera to Houston—a route that strongly points to Blue Origin business rather than leisure. Blue Origin has major operations and test facilities in West Texas (Van Horn) and growing aerospace partnerships across the Gulf region.
The most accurate, sharp interpretation: Bezos spent part of early October in Europe for investor and technology meetings tied to aerospace and AI ventures, and is now positioning in Houston for Blue Origin oversight and energy-sector talks. Houston, the epicenter of U.S. spaceflight logistics and energy innovation, also serves as a key coordination point for NASA, space infrastructure contractors, and Gulf-region investors.
In short—this wasn’t a billionaire’s vacation hop. It was almost certainly a Blue Origin and aerospace-business leg, bringing Bezos from Europe’s investor circuit straight into the heart of America’s space and energy corridor to prep for upcoming mission milestones.
Owner: Centene Corporation
Date: 10/4/2025
Origin: Raleigh–Durham International Airport (RDU) – Research Triangle, North Carolina
Destination: Brunswick Golden Isles Airport (BQK) – Brunswick, Georgia
Money Moves:
Centene’s jet just lifted off from North Carolina’s Research Triangle—ground zero for Medicaid reform talks and healthcare innovation—and touched down on Georgia’s coast. The most likely reason: executives meeting state officials and health-plan partners in Raleigh, then heading to a private leadership retreat near Sea Island to finalize 2026 strategy.
This timing is no coincidence—open enrollment season is weeks away, and Centene’s Medicaid and Marketplace plans are in the middle of critical renewal negotiations. A quiet coastal setting gives leadership the space to lock in budget guidance, enrollment targets, and state-contract priorities before Q4 earnings and the 2026 rate filings.
From the policy trenches in Raleigh to the boardroom calm of Georgia’s coast, this flight shows Centene’s C-suite syncing government relations, growth planning, and profitability strategy—all in one weekend run.
Owner: Kroenke Sports & Entertainment (KSE)
Date: 10/4/2025
Origin: Los Angeles International Airport (LAX) – Los Angeles, California
Destination: Centennial Airport (APA) – Englewood, Colorado (HQ region)
Money Moves:
Kroenke Sports & Entertainment’s jet just left Los Angeles—home of the Rams and SoFi Stadium—and landed back in Denver, the nerve center of Stan Kroenke’s sports empire. With the NFL season in full swing, this flight almost certainly followed team operations or media-rights meetings tied to the Rams and the Inglewood complex.
Touching down at Centennial brings leadership back to KSE’s Denver base, where the Nuggets, Avalanche, and Rapids anchor his multi-franchise portfolio. From SoFi’s spotlight to Denver command, this trip captures Kroenke’s bi-coastal control of one of sports’ most powerful empires.
Owner: Pfizer Inc.
Date: 10/4/2025
Origin: Toronto Pearson International Airport (YYZ) – Toronto, Ontario, Canada
Destination: Westchester County Airport (HPN) – White Plains, New York (HQ region)
Money Moves:
Pfizer’s jet just flew from Toronto back to its New York headquarters region, and this route is steeped in operational logic. Toronto is a major hub for Pfizer’s Canadian commercial operations and vaccine manufacturing partnerships, particularly tied to mRNA and biologics production in coordination with Health Canada and Canadian research institutions.
The most accurate reading: Pfizer executives were in Toronto for regulatory and manufacturing alignment meetings—likely discussions with Canadian health authorities and supply chain partners related to ongoing biologics, vaccine, or oncology product distribution. Given the timing in early Q4, it’s probable leadership was reviewing regional sales performance, production schedules, and regulatory compliance ahead of year-end financial reporting.
Landing at Westchester positions the aircraft minutes from Pfizer’s corporate headquarters in Pearl River and Manhattan, where regulatory, legal, and executive teams consolidate global strategy.
From Toronto’s pharma corridor back to New York command, this trip reflects Pfizer’s tight coordination between international operations and executive decision-making—ensuring manufacturing, compliance, and commercial performance remain globally synchronized heading into 2026.
Owner: Domino’s Pizza, Inc.
Date: 10/4/2025
Origin: Willow Run Airport (YIP) – Ypsilanti, Michigan (near Ann Arbor HQ)
Destination: Springfield–Branson National Airport (SGF) – Springfield, Missouri
Money Moves:
Domino’s jet just flew from its Michigan headquarters base to Springfield, Missouri—a trip that almost certainly centers on supply chain and franchise operations, not publicity or marketing. Springfield sits near one of Domino’s key logistics corridors serving the central U.S., supporting hundreds of stores across Missouri, Arkansas, and Oklahoma.
The most accurate interpretation: senior leadership was on-site to review regional dough production and distribution performance, visit top-performing franchisees, and lock in expansion plans in one of Domino’s fastest-growing rural and suburban markets. These reviews are part of Domino’s core operational rhythm—high-frequency, data-driven field audits that tie directly into national throughput and delivery efficiency metrics.
This wasn’t a casual flight. It reflects Domino’s obsession with logistics precision—the kind of trip where executives walk production lines, track delivery timing, and test new fulfillment systems before scaling them nationwide. From Ann Arbor’s command center to the pizza front lines in Missouri, the company continues to treat supply chain mastery as its real secret ingredient.
Owner: Taubman Centers, Inc.
Date: 10/4/2025
Origin: Oakland County International Airport (PTK) — Rochester Hills / Auburn Hills, Michigan (near HQ)
Destination: Westchester County Airport (HPN) — White Plains / Westchester, New York
Money Moves:
Taubman’s jet just left its Michigan base and landed in Westchester, just north of New York City. Given Taubman’s core business in retail real estate and shopping center development, the most likely purpose is meetings with leasing partners, retail tenants, or capital markets contacts in New York.
Westchester is a favored private-jet alternative for New York access—close enough to the city to permit fast in-person meetings with institutional investors, lenders, or large national retailers. Taubman executives may have been negotiating anchor leases, reviewing redevelopment proposals, or discussing financing for mall expansions or repositioning with investment banks or REIT partners.
In short: this trip very likely connects Taubman’s HQ-driven redevelopment or leasing strategy with New York’s retail, real estate, and capital landscape—bringing field development insights directly into rent negotiations, tenant alignment, or deal structuring.
Owner: Corning Incorporated
Date: 10/4/2025
Origin: Richmond International Airport (RIC) – Richmond, Virginia
Destination: John F. Kennedy International Airport (JFK) – New York City
Money Moves:
This flight from Richmond to New York almost certainly connects Corning’s Optical Communications operations in Virginia with its executive and financial base in New York. Richmond is near one of Corning’s largest fiber optic cable manufacturing hubs—specifically its facility in Concord, North Carolina, and supporting operations across central Virginia that serve major telecom providers like Verizon and AT&T.
The most accurate interpretation: Corning executives were in Virginia overseeing optical fiber production and telecom project timelines, possibly related to government broadband expansion contracts or 5G infrastructure rollouts. After the site visit, they flew directly to JFK to either (1) return to Corning’s executive offices in New York City, where investor relations and capital markets work are centralized, or (2) meet with major telecom clients headquartered in the Northeast.
The timing—early Q4—further supports this: Corning typically reviews year-end manufacturing output and supply chain stability before providing guidance updates. This flight therefore almost certainly reflects a hands-on operational review in Virginia followed by leadership or investor meetings in New York, tightening the link between field performance and financial communication ahead of earnings season.
Owner: McDonald’s Corporation
Date: 10/4/2025
Origin: Chicago Midway International Airport (MDW) – Chicago, Illinois (HQ region)
Destination: Nantucket Memorial Airport (ACK) – Nantucket, Massachusetts
Money Moves:
McDonald’s jet just made a non-operational trip from its Chicago headquarters to Nantucket. The absence of any McDonald’s locations or supply chain facilities on the island makes this flight almost certainly executive- or board-driven—not field-related.
The most precise interpretation: this was a board or C-suite strategy retreat. McDonald’s historically holds offsite leadership sessions each fall, often in secluded, high-security destinations before Q3 earnings season. These gatherings are where top leadership and board members lock in menu innovation rollouts, capital return strategy (dividends/buybacks), franchise reinvestment goals, and international expansion priorities heading into the next fiscal year.
Nantucket offers two key advantages for such an event: privacy and proximity to major investors and board members based along the East Coast. Several McDonald’s directors and institutional stakeholders have residences in the region, making it an ideal discreet meeting point.
The sharp takeaway: this wasn’t a marketing or development trip—it was almost certainly McDonald’s senior leadership convening an annual strategic offsite, finalizing 2026 planning and financial positioning before earnings disclosures and investor updates later in the quarter.
Owner: Stryker Corporation
Date: 10/3/2025
Origin: Raleigh–Durham International Airport (RDU) – Research Triangle, North Carolina
Destination: Kalamazoo/Battle Creek International Airport (AZO) – Kalamazoo, Michigan (HQ region)
Money Moves:
Stryker’s jet just flew from Raleigh–Durham back to its Kalamazoo headquarters. The Raleigh–Durham origin is highly telling: the Research Triangle is one of the nation’s leading hubs for medical technology, hospital networks, and research universities. For a medical device maker like Stryker, a stop in RDU almost certainly means executive-level meetings with large hospital systems, orthopedic research partners, or healthcare procurement leaders in the region.
The most specific and accurate read is that this trip revolved around hospital procurement and partnership discussions—RDU is home to major health systems like Duke Health and UNC Health, both significant buyers of surgical and orthopedic equipment. Stryker executives were very likely advancing contracts for surgical implants, robotics platforms, or hospital equipment services.
By returning directly to Kalamazoo, leadership is bringing those customer and partnership insights back to HQ for integration into sales strategy, production planning, and product rollout priorities.
From the Research Triangle’s healthcare corridors back to Michigan command, this flight underscores Stryker’s model: direct engagement with major hospital clients in key medical markets, then aligning those conversations immediately with corporate and manufacturing leadership.
Owner: Cintas Corporation
Date: 10/3/2025
Origin: Detroit Metropolitan Wayne County Airport (DTW) – Detroit, Michigan
Destination: Cincinnati Lunken Airport (LUK) – Cincinnati, Ohio (HQ region)
Money Moves:
Cintas’s jet just returned from Detroit to its Cincinnati headquarters. The Detroit stop most likely reflects executive meetings with automotive OEMs and Tier-1 suppliers—critical clients for Cintas’s uniform rental, safety gear, and facility services businesses. The auto industry is one of Cintas’s largest industrial customer bases, and Detroit remains the epicenter of those relationships.
Flying back into Lunken, the company’s preferred HQ airport, positions leadership to immediately fold those client conversations into corporate planning. The timing suggests discussions likely centered on contract renewals, safety compliance programs, or scaling service packages for the auto sector going into 2026.
From Detroit’s auto corridor back to Cincinnati command, this trip was almost certainly about securing and reinforcing major automotive accounts—one of Cintas’s most strategically important customer categories.
Owner: Tyson Foods, Inc.
Date: 10/3/2025
Origin: Cincinnati Lunken Airport (LUK) – Cincinnati, Ohio
Destination: Northwest Arkansas National Airport (XNA) – Springdale, Arkansas (HQ region)
Money Moves:
This flight almost certainly ties to Tyson’s core business relationships. Cincinnati is the headquarters city of Kroger, one of Tyson’s single largest grocery customers. A Lunken departure strongly suggests Tyson executives were meeting with Kroger leadership to negotiate supply contracts, pricing, and promotional strategies ahead of the holiday demand surge.
By flying directly back to Northwest Arkansas, Tyson’s leadership is returning to HQ to lock those conversations into production schedules, distribution planning, and financial forecasts. The timing—early Q4—is critical, as protein suppliers like Tyson set retail and wholesale pricing structures that ripple through grocery shelves nationwide.
The sharp takeaway: this wasn’t a generic trip through Ohio—it was almost certainly a Kroger meeting at the highest levels, with Tyson leadership returning home to execute on supply chain and pricing strategy immediately.
Owner: Deere & Company (John Deere)
Date: 10/3/2025
Origin: Porto Alegre Airport (POA) – Porto Alegre, Brazil
Destination: Quad Cities International Airport (MLI) – Moline, Illinois (HQ region)
Money Moves:
John Deere’s jet just made a major international move from Brazil back to its U.S. headquarters region. Porto Alegre sits at the center of Brazil’s southern agricultural economy, where Deere maintains significant manufacturing and distribution operations, including plants producing tractors, combines, and other large ag equipment. A stop there strongly points to executive oversight of South American operations, performance reviews, and meetings with both government and farming sector leaders.
Landing in Moline—the company’s global headquarters—signals that these on-the-ground insights from Brazil’s farm belt are being brought straight into top-level planning. Brazil is Deere’s most important growth market outside the U.S., and field visits there often precede capital allocation decisions, production planning, or strategy adjustments tied to commodity demand and regional policy.
From South America’s agricultural heartland back to Deere’s Illinois command center, this trip reflects leadership’s hands-on approach to aligning global market conditions with headquarters strategy.
Owner: Caterpillar Inc.
Date: 10/3/2025
Origin: Tucson International Airport (TUS) – Tucson, Arizona
Destination: Fort Worth Alliance Airport (AFW) – Fort Worth, Texas (HQ for Caterpillar’s Oil & Gas and Electric Power divisions)
Money Moves:
Caterpillar’s jet just moved from Tucson to Fort Worth, linking two of its most important operational centers. Tucson is home to Caterpillar’s Surface Mining & Technology division, where the company designs and supports some of its largest mining equipment. A stop there almost certainly involved executive oversight of mining operations, R&D updates, or customer engagement tied to global mining clients.
Landing at Fort Worth Alliance brings leadership into Caterpillar’s relocated HQ base for its energy and power systems businesses. The most likely reason for this trip: executives were reviewing mining operations in Arizona, then flying directly into Texas to align those insights with broader corporate and energy-sector strategy.
From mining R&D in Tucson to corporate command in Fort Worth, this flight underscores Caterpillar’s focus on integrating its resource industries and energy divisions—ensuring heavy equipment innovation and field performance feed directly into HQ-level planning.
Owner: Chick-fil-A, Inc.
Date: 10/3/2025
Origin: Tampa International Airport (TPA) – Tampa, Florida
Destination: Atlanta Regional Airport – Falcon Field (FFC) – Peachtree City, Georgia (HQ region)
Money Moves:
Chick-fil-A’s jet just returned from Tampa to its Atlanta-area HQ. The Florida origin lines up with regional business development: Tampa Bay is a fast-growing market for restaurant expansion and also a major logistics node for Southeastern distribution. Executives were most likely visiting store operators, scouting new development sites, or reviewing distribution center operations in Central Florida.
Landing at Falcon Field, which sits right by Chick-fil-A’s headquarters campus in Peachtree City, signals this was a tightly focused corporate trip—direct field oversight in a core growth market, followed by immediate return to HQ for integration into expansion planning and franchise strategy.
From Florida’s restaurant front lines back to Atlanta command, this flight reflects Chick-fil-A’s disciplined model: senior leadership staying directly connected to local market performance while feeding those insights into national strategy.
Owner: The Home Depot
Date: 10/3/2025
Origin: John Wayne Airport (SNA) – Orange County, California
Destination: Fulton County Airport / Brown Field (FTY) – Atlanta, Georgia (HQ region)
Money Moves:
Home Depot’s jet just returned from Southern California to its Atlanta base of operations. The Orange County departure points directly to West Coast retail and supplier business—Home Depot has a dense cluster of stores in California and relies heavily on Pacific import channels through Los Angeles and Long Beach. Senior executives were most likely meeting with key vendors, distribution partners, or supply chain operators in the region, especially given California’s outsized role in Home Depot’s seasonal merchandise and building materials flow.
Landing at Fulton County Brown Field—where Home Depot bases its corporate aviation fleet—places leadership back at its headquarters doorstep. The sharp takeaway: this flight wasn’t casual travel; it was almost certainly high-level supplier or supply chain meetings in Southern California, with leadership immediately returning to Atlanta to integrate those discussions into Q4 merchandising and logistics strategy.
Owner: Target Corporation
Date: 10/3/2025
Origin: Washington Dulles International Airport (IAD) – Washington, D.C.
Destination: Minneapolis–St. Paul International Airport (MSP) – Minneapolis, Minnesota (HQ region)
Money Moves:
Target’s jet just returned from Washington, D.C. to Minneapolis, its corporate headquarters. The most likely reason for this trip: senior executives meeting with federal policymakers, trade groups, or regulators on issues central to Target’s business model. Current hot-button topics include credit card swipe fee legislation, labor regulations, corporate tax policy, and retail-related supply chain oversight—all of which directly impact Target’s margins and national strategy.
Washington visits for Fortune 100 retailers like Target aren’t casual—they’re timed to lobbying pushes, hearings, or coalition meetings with other major retailers. By flying back to Minneapolis immediately afterward, leadership is likely regrouping with internal teams to align on how federal policy developments will affect pricing, vendor negotiations, and consumer strategy heading into the critical holiday quarter.
From D.C. policy corridors to Minneapolis command, this flight almost certainly reflects Target tightening the link between government affairs and corporate execution.
Owner: Tilman Fertitta (Fertitta Entertainment / Houston Rockets)
Date: 10/3/2025
Origin: San Antonio International Airport (SAT) – San Antonio, Texas
Destination: William P. Hobby Airport (HOU) – Houston, Texas (Home base)
Money Moves:
Tilman Fertitta’s jet just made the short hop from San Antonio back to Houston. Given Fertitta’s business empire—spanning the Houston Rockets, Landry’s restaurants, Golden Nugget casinos, and the Post Oak Hotel—the San Antonio stop most likely involved hospitality, gaming, or sports-related engagements.
San Antonio is a core market for his restaurant footprint and a growing hub for sports and entertainment partnerships. The timing of the trip, with NBA season preparations underway, suggests possible Rockets promotional events, sponsorship talks, or community-facing initiatives tied to the team’s regional fan base.
Owner: Tilman Fertitta (Fertitta Entertainment / Houston Rockets)
Date: 10/3/2025
Origin: San Antonio International Airport (SAT) – San Antonio, Texas
Destination: William P. Hobby Airport (HOU) – Houston, Texas (Home base)
Money Moves:
Tilman Fertitta’s jet just made the short run from San Antonio back to Houston. The most likely reason for this trip is directly tied to his casino and hospitality empire. Fertitta controls the Golden Nugget casino chain and has been aggressively pursuing expansion in Texas if and when the state legalizes full-scale casino gaming. San Antonio has been a hotbed for discussions around convention tourism and potential casino development sites, making it a natural destination for executive scouting and political relationship-building.
This wasn’t a Rockets-related detour or a restaurant check-in—it lines up most concretely with Fertitta’s lobbying and investment push in Texas gaming. Meeting with local officials, developers, or real estate partners in San Antonio, then returning to Houston, fits squarely with his ongoing strategy to be first in line if legislation opens the market.
From San Antonio’s political and business corridors back to Houston HQ, this flight almost certainly represents Fertitta advancing his long game: positioning his empire to dominate Texas casino development once the door cracks open.
Owner: The Carlyle Group
Date: 10/3/2025
Origin: Teterboro Airport (TEB) – New York Metro area
Destination: Washington Dulles International Airport (IAD) – Washington, D.C. (HQ region)
Money Moves:
Carlyle’s jet just made the short hop from New York to Washington, a route that almost always ties to capital raising or deal execution. The New York stop was most likely for meetings with limited partners—pension funds, sovereign wealth funds, or insurance companies that allocate billions into Carlyle’s private equity, credit, and real assets funds. It could also have involved direct talks with investment banks on pending M&A or IPO exits from portfolio companies.
By landing at Dulles, executives are returning to the D.C. headquarters, where Carlyle’s investment committees and senior leadership teams finalize capital deployment and portfolio oversight. Washington also matters for Carlyle’s unique edge: its proximity to policymakers and regulators. The timing suggests that after securing LP commitments or deal structures in New York, leadership is regrouping in D.C. to align those conversations with fund strategy, regulatory risk, and portfolio governance.
Owner: Constellation Energy
Date: 10/3/2025
Origin: Concord Regional Airport (JQF) – Concord, North Carolina
Destination: New Castle County Airport (ILG) – Wilmington, Delaware
Money Moves:
Constellation Energy’s jet just flew from Concord, NC, back into the Mid-Atlantic, landing at Wilmington’s New Castle County Airport—just outside its Baltimore headquarters base. The Concord departure points to executive activity tied to power generation or customer operations in the Carolinas, a region where Constellation maintains a growing presence in retail energy and wholesale power markets.
The most likely reason for this trip is a blend of site visits and customer engagement: leadership meeting with regional utility partners, inspecting generation assets or renewable integration projects, then returning north for strategy sessions and regulatory discussions closer to HQ.
From North Carolina field operations back to the corporate corridor, this flight highlights Constellation’s dual focus—managing regional performance in competitive energy markets while aligning those insights directly with executive planning in the Mid-Atlantic hub.
Owner: Pfizer Inc.
Date: 10/2/2025
Origin: West 30th Street Heliport (JRA) – New York City
Destination: Ithaca Tompkins International Airport (ITH) – Ithaca, New York
Money Moves:
Pfizer’s aircraft recently lifted off from Manhattan’s West 30th Heliport and headed directly to Ithaca, home to Cornell University. This is a highly telling trip: Cornell is one of the top biotech, veterinary, and pharmaceutical research hubs in the U.S., with strong academic-industry partnerships.
The most likely reasons for this flight include:
Research collaboration: Pfizer executives may be engaging with Cornell faculty and labs on next-generation drug discovery, biotech platforms, or vaccine research.
Talent and recruitment: Cornell’s life sciences programs are a key pipeline for scientific talent, making executive-level outreach strategic.
Partnership or philanthropy: Ithaca visits often tie to university partnerships, potential endowment collaborations, or community initiatives in higher education and healthcare.
From New York City’s corporate and investor core to Ithaca’s research ecosystem, Pfizer leadership appears to be linking financial power with academic innovation—an alignment that often precedes R&D announcements or long-term collaboration agreements.
Owner: PACCAR Inc.
Date: 10/2/2025
Origin: Will Rogers World Airport (OKC) – Oklahoma City, Oklahoma
Destination: Sugar Land Regional Airport (SGR) – Houston, Texas (HQ region for PACCAR Financial & U.S. operations presence)
Money Moves:
PACCAR’s jet just flew south from Oklahoma City into the Houston area. The Oklahoma departure suggests leadership was engaged with regional trucking customers, dealer networks, or reviewing operations tied to PACCAR Parts and Kenworth/Peterbilt service infrastructure. Oklahoma sits on major freight corridors, making it a logical site for customer and logistics oversight.
Landing at Sugar Land, just outside Houston, positions executives close to PACCAR’s financial services hub and a key concentration of energy and freight customers. The most likely reason for this trip: tying field-level discussions with fleet operators in Oklahoma directly into corporate and financial planning sessions in Texas, where PACCAR’s truck financing, energy-industry clients, and southern U.S. distribution channels converge.
From the trucking corridors of Oklahoma to the financial command center in Houston, PACCAR leadership is clearly syncing regional demand signals with capital allocation and client strategy.
Owner: The Boeing Company
Date: 9/30/2025
Origin: Tulsa International Airport (TUL) – Tulsa, Oklahoma
Destination: King County International Airport – Boeing Field (BFI) – Seattle, Washington (HQ region)
Money Moves:
Boeing’s jet just flew from Tulsa back to its Seattle headquarters hub. Tulsa is home to one of Boeing’s major Defense, Space & Security facilities, specializing in modernization and sustainment work for military aircraft. A visit there almost certainly involved executive oversight of defense contract execution, workforce and production reviews, or coordination with the U.S. Air Force and Navy.
The return to Boeing Field signals that those field-level insights are being brought directly into headquarters strategy discussions. Given Boeing’s ongoing focus on stabilizing its Defense segment, transitioning contracts from fixed-price to cost-plus, and ensuring timely deliveries, leadership presence in Tulsa underscores the importance of that site to Boeing’s turnaround narrative.
From defense operations in Oklahoma back to HQ in Seattle, this flight represents Boeing leadership keeping a direct line between military program execution and top-level corporate strategy. It’s a clear indicator of how closely Boeing is managing its defense backlog and program risks alongside its broader commercial recovery.
Owner: Procter & Gamble Co. (P&G)
Date: 9/30/2025
Origin: Frankfurt Airport (FRA) – Frankfurt, Germany
Destination: Geneva Airport (GVA) – Geneva, Switzerland
Money Moves:
P&G’s jet just flew a short but strategic hop from Frankfurt to Geneva. Frankfurt suggests top executives were engaged in meetings with European retail partners, supply chain counterparts, or financial institutions—Germany being a key consumer market and logistics hub for P&G’s household and personal care brands.
The move to Geneva points to high-level corporate and regulatory business. Switzerland hosts major global organizations, trade bodies, and NGO headquarters, alongside a concentration of consumer goods multinationals. Geneva is also a hub for international tax and regulatory planning.
Most likely, this trip combined two fronts: performance reviews or distribution talks in Germany, followed by engagement in Geneva with global regulators, trade officials, or cross-company strategy peers. For P&G, such positioning ensures its European operations remain tightly aligned with both supply chain realities and the broader global policy landscape.
Owner: Meta Platforms, Inc.
Date: 9/30/2025
Origin: Moffett Federal Airfield (NUQ) – Mountain View, California (Silicon Valley HQ region)
Destination: Kansai International Airport (KIX) – Izumisano, Japan
Money Moves:
Meta’s corporate jet just departed Silicon Valley and landed in the Osaka region of Japan. This route signals high-level international business, with Japan representing both a critical advertising market and a growing frontier for VR/AR adoption.
The most likely reason for this trip:
Regulatory & government engagement: Japan has been tightening rules around data privacy, AI, and digital platforms. Meta executives could be meeting with policymakers to influence the regulatory landscape.
Partnership development: Japan’s consumer electronics and gaming industries make it a natural hub for collaborations around Quest headsets, AI research, or metaverse infrastructure.
Advertising & commerce expansion: Japan is one of Asia’s largest ad markets, making executive presence valuable for deepening relationships with brands and agencies.
From Mountain View’s innovation base to Japan’s Kansai gateway, this flight reflects Meta’s global strategy: securing partnerships, regulatory goodwill, and market expansion opportunities in one of Asia’s most technologically advanced economies.
Owner: Sonoco Products Company
Date: 9/30/2025
Origin: Concord-Padgett Regional Airport (JQF) – Concord, North Carolina
Destination: Chicago Midway International Airport (MDW) – Chicago, Illinois
Money Moves:
Sonoco’s jet just flew from Concord, near its Hartsville, South Carolina–area headquarters footprint, up to Chicago Midway. The North Carolina departure suggests executives were visiting regional operations—Sonoco maintains packaging and recycling facilities across the Carolinas—before heading north.
Chicago is a key market for consumer goods and industrial packaging demand, as well as a central hub for large CPG customers. The most likely reason for this trip: leadership linking plant or regional site visits in the Southeast with high-level customer or partner meetings in Chicago, where many of Sonoco’s largest clients and distributors maintain headquarters.
By connecting field-level operational oversight with customer-facing strategy in a major commercial hub, Sonoco’s leadership is reinforcing its positioning in packaging, recycling, and supply chain services—ensuring operational performance ties directly into growth conversations with blue-chip clients.
Owner: PNC Financial Services Group, Inc.
Date: 9/30/2025
Origin: Appleton International Airport (ATW) – Appleton, Wisconsin
Destination: Ronald Reagan Washington National Airport (DCA) – Washington, D.C.
Money Moves:
PNC’s jet just flew from Appleton, Wisconsin, into Washington, D.C.—a route that strongly suggests executive-level meetings with regulators, policymakers, or federal partners. Appleton’s origin points to client visits or regional banking operations in Wisconsin, an area where PNC has been expanding its retail and commercial banking footprint following past acquisitions.
By landing in D.C., leadership is positioning for high-level engagement on banking policy, regulation, or lobbying initiatives—critical as large regional banks face capital requirements, fintech competition, and interest rate–driven margin pressure.
From Midwest client oversight to the nation’s capital, this trip underscores how PNC ties local market performance into national regulatory strategy, ensuring its growth agenda remains aligned with Washington’s evolving financial framework.
Owner: BorgWarner Inc.
Date: 9/30/2025
Origin: Chicago Midway Airport (MDW) — Chicago, Illinois
Destination: Oakland County International Airport (PTK) — Rochester Hills / Auburn Hills, Michigan (HQ region)
Money Moves:
BorgWarner’s jet just returned to its Detroit-area base from Chicago, a route that fits squarely within its automotive client and supplier footprint. The Chicago stop most likely tied to meetings with OEMs, component suppliers, or industry partners—Midway offers direct access to major auto and manufacturing centers across northern Illinois and Indiana.
Landing at Oakland County International puts executives within minutes of BorgWarner’s global headquarters in Auburn Hills, where R&D and strategy teams are driving its transition toward electric drivetrains, battery systems, and thermal management solutions.
The most probable reason for this trip: executives met with Midwestern OEM partners or suppliers on electrification and powertrain programs in Chicago, then returned to HQ to align those discussions with internal product development and capital allocation decisions. From client-facing talks to headquarters strategy, this was a classic BorgWarner move to keep its EV and propulsion roadmap tightly connected to customer demand.
Owner: Blackstone Inc.
Date: 9/30/2025
Origin: Westchester County Airport (HPN) – White Plains, New York (close to NYC HQ)
Destination: London Luton Airport (LTN) – London, United Kingdom
Money Moves:
Blackstone’s jet just crossed the Atlantic, departing from its New York base and landing at London Luton, a preferred gateway for corporate traffic into the UK. The most likely driver of this trip is high-level dealmaking: London is a global hub for private equity, real estate, and infrastructure investment—the exact arenas where Blackstone is aggressively deploying capital.
Executives could be meeting with European LPs (pension funds, sovereign wealth funds) for fundraising rounds, negotiating buyout transactions, or reviewing portfolio assets across the UK and continental Europe. Luton’s proximity to central London makes it the go-to choice for rapid access to the City’s financial core.
This flight underscores Blackstone’s global posture: linking its New York headquarters with London’s dealmaking ecosystem to secure capital, advance cross-border acquisitions, and manage one of the world’s largest alternative investment portfolios. It’s a classic signal that big moves—whether fundraising announcements or European acquisitions—may be in motion.
Owner: J.R. Simplot Company
Date: 9/30/2025
Origin: Cheyenne Regional Airport (CYS) – Cheyenne, Wyoming
Destination: Rocky Mountain Metropolitan Airport (BJC) – Broomfield, Colorado (Denver metro)
Money Moves:
Simplot’s jet just made a short hop from Wyoming into the Denver area. The Cheyenne departure is no coincidence—Simplot operates fertilizer blending and agricultural supply facilities in southeastern Wyoming, as well as phosphate and feed operations that serve the broader High Plains farming economy. A trip out of Cheyenne almost certainly reflects executive oversight of those ag-input operations: inspecting plant performance, meeting with regional managers, or reviewing supply chain conditions tied to the fall harvest cycle.
Landing at Rocky Mountain Metro Airport places leadership just outside Denver, where the company frequently engages with financial partners, regulators, and energy/logistics firms. Denver is also a key staging ground for agricultural distribution in the Mountain West. The most likely reason for this flight is a combined agenda: wrapping up site visits in Wyoming, then positioning in Colorado for business development and stakeholder meetings that tie directly into Simplot’s fertilizer, ranching, and food processing divisions.
From Cheyenne’s field-level operations to Denver’s commercial and regulatory hub, the move underscores how Simplot leadership integrates operational oversight with high-level planning to keep its agribusiness empire tightly aligned.
Owner: Under Armour, Inc.
Date: 9/30/2025
Origin: Seattle–Tacoma International Airport (SEA) – Seattle, Washington
Destination: Baltimore/Washington International Thurgood Marshall Airport (BWI) – Baltimore, Maryland (HQ region)
Money Moves:
Under Armour’s jet just returned from Seattle to its Baltimore headquarters. A Seattle stop is highly strategic: the city is home to Amazon’s global HQ, Nordstrom’s corporate offices, and a cluster of outdoor/athletic apparel players. For Under Armour, that points to potential high-level meetings on:
E-commerce and logistics – aligning with Amazon on distribution, Prime partnership terms, or next-gen fulfillment strategies.
Wholesale/retail relationships – Nordstrom remains a key retail partner, and Seattle offers a direct line into their merchandising and buyer teams.
Innovation and design – the Pacific Northwest is an outdoor gear hub, making it a logical place for scouting talent, suppliers, and performance-materials innovation.
By flying back to Baltimore, leadership is likely bringing intel on retail channel performance, online growth opportunities, and product partnerships. This trip suggests Under Armour is prioritizing tighter integration with major distributors and retailers while exploring ways to sharpen its competitive edge in performance apparel and footwear.
Owner: CVS Health Corporation
Date: 9/29/2025
Origin: John C. Tune Airport (JWN) – Nashville, Tennessee
Destination: Fort Worth Alliance Airport (AFW) – Fort Worth, Texas
Money Moves:
CVS’s corporate jet just flew from Nashville to Fort Worth, a route that suggests leadership was visiting healthcare, retail, or PBM-related partners in Tennessee before heading into Texas—a state with major distribution hubs and health services demand.
Fort Worth Alliance is a key cargo and logistics airport, which could point to discussions around supply chain optimization, pharmaceutical distribution, or last-mile delivery improvements for CVS’s retail pharmacy and health services network.
By moving from Nashville operations to Fort Worth’s logistics stronghold, CVS leadership is likely aligning field insights with strategy—potentially tied to expanding MinuteClinic services, coordinating Caremark PBM operations, or preparing for upcoming Medicare and open enrollment cycles.
Owner: Honeywell International Inc.
Date: 9/29/2025
Origin: Austin–Bergstrom International Airport (AUS) – Austin, Texas
Destination: Charlotte Douglas International Airport (CLT) – Charlotte, North Carolina (HQ region)
Money Moves:
Honeywell’s jet just returned to its Charlotte HQ region from Austin, a city known for its tech ecosystem, semiconductor activity, and advanced manufacturing base. The trip suggests senior executives were engaged in partnership discussions, site visits, or talent and innovation initiatives in Austin before heading back to corporate headquarters.
Charlotte is the nerve center for Honeywell’s strategic planning and decision-making. Bringing Austin insights back to HQ could mean leadership is evaluating opportunities in automation, aerospace, or energy transition technologies—areas where Austin’s tech community plays a critical role.
This flight highlights Honeywell’s focus on linking innovation hubs with executive oversight, ensuring that ideas from the field are quickly translated into product strategy and corporate execution.
Owner: Chevron Corporation
Date: 9/29/2025
Origin: Sugar Land Regional Airport (SGR) – Houston, Texas (HQ region)
Destination: Barcelona–El Prat Airport (BCN) – Barcelona, Spain
Money Moves:
Chevron’s corporate jet just crossed the Atlantic, heading from its Houston-area HQ base to Barcelona. This is a significant international move that likely reflects senior-level attention on European energy strategy, LNG supply negotiations, or partnership discussions with EU-based stakeholders.
Barcelona is a key hub for Mediterranean energy logistics, with access to regasification terminals and shipping routes critical to Europe’s natural gas diversification strategy. Chevron’s presence there could point to meetings with Spanish energy firms, regulators, or infrastructure partners to secure contracts or align on upcoming projects.
From Houston command to Spain’s economic center, this flight signals Chevron’s active role in Europe’s energy security and its intent to position itself as a major LNG and upstream supplier for the continent.
Owner: General Dynamics
Date: 9/27/2025
Origin: Jamestown Regional Airport (JMS) – Jamestown, North Dakota
Destination: Washington Dulles International Airport (IAD) – near General Dynamics HQ
Money Moves:
One of the company’s corporate jets flew from Jamestown back to Dulles, likely carrying General Dynamics executives or program managers. Jamestown’s proximity to regional defense installations suggests this flight followed on-site reviews or program oversight visits—possibly tied to aerospace, defense systems, or government services contracts.
Landing at Dulles puts executives back near the company’s Falls Church, VA headquarters and Washington, D.C. policymaking centers—ideal timing for Pentagon briefings, contract negotiations, or strategic alignment meetings with federal clients.
From North Dakota fieldwork to the defense capital’s doorstep—this flight shows how General Dynamics keeps its oversight loop tight between operations and Washington decision-makers.
Owner: UniFirst Corporation
Date: 9/26/2025
Origin: Gary/Chicago International Airport (GYY) — Northwest Indiana / Chicago region
Destination: Manchester–Boston Regional Airport (MHT) — New England HQ region
Money Moves:
UniFirst’s jet just made the jump from the Midwest back toward New England, home to its corporate headquarters in Wilmington, Massachusetts. The Gary departure signals possible visits to major industrial customers, regional service facilities, or distribution hubs in Northwest Indiana and the greater Chicago area.
This flight likely carried back insights from field operations—customer feedback, network performance data, or facility audits—to be reviewed at HQ. For a company whose business is built on logistics and route density, those in-person evaluations can directly influence decisions on capex, fleet deployment, and service expansions.
From the manufacturing belt back to the leadership table, UniFirst appears to be aligning its on-the-ground operations with executive strategy, reinforcing its focus on efficiency and growth in its uniform rental and facility services network.
Owner: Eaton Corporation plc
Date: 9/25/2025
Origin: Willow Run Airport (YIP)
Destination: Cuyahoga County Airport (CGF) – Cleveland, Ohio (HQ region)
Money Moves:
Eaton’s corporate jet just returned to the Cleveland area, where the power management giant is headquartered. The Willow Run departure points to an engagement in Michigan—likely tied to its automotive and aerospace segments, given the airport’s proximity to Detroit’s engineering and manufacturing ecosystem.
This flight likely brought Eaton executives back from meetings with OEM partners, suppliers, or government contacts, possibly discussing EV components, aerospace systems, or defense-related contracts.
By landing near HQ, Eaton leadership is poised to funnel field insights straight into decision-making—whether that means greenlighting capex projects, adjusting production plans, or aligning its electrification strategy with near-term demand trends. From Detroit’s industrial corridor back to Cleveland’s command center, Eaton is staying plugged into its automotive and aerospace growth engines.
Owner: Walmart Inc.
Date: 9/25/2025
Origin: Memphis International Airport (MEM)
Destination: Louisville Muhammad Ali International Airport (SDF) – Louisville, Kentucky
Money Moves:
Walmart’s corporate jet just touched down in Louisville, home to major logistics hubs—including UPS Worldport, one of the largest air cargo facilities in the world. The Memphis departure hints at a supply chain-heavy day, likely involving visits to key distribution centers or meetings at Walmart’s massive MEM-area fulfillment network before heading to Kentucky.
This flight suggests Walmart leadership could be coordinating with UPS executives, auditing network performance, or finalizing seasonal logistics plans ahead of the holiday shipping surge. Louisville is a critical node in Walmart’s same-day and next-day delivery ambitions, making this stop highly strategic.
From Memphis operations to Louisville’s logistics command post, this trip underscores Walmart’s focus on speed, efficiency, and maintaining its supply chain dominance as it battles Amazon in the race for last-mile delivery.
Owner: Koch Industries, Inc.
Date: 9/25/2025
Origin: Southeast Iowa Regional Airport (SEIA)
Destination: Wichita Dwight D. Eisenhower National Airport (ICT) – Wichita, Kansas (HQ region)
Money Moves:
Koch Industries’ jet just flew into Wichita, home to its global headquarters campus. The SE Iowa origin suggests leadership might have been in the field—visiting operations, subsidiaries, or supply chain nodes in Iowa or the Corn Belt—before returning to the nerve center.
This flight likely involved bringing back insights from regional visits—performance evaluations, stakeholder meetings, or capital allocation decisions—directly to HQ. By landing in Wichita, leadership is positioning to immediately convert field intel into corporate strategy across energy, manufacturing, chemicals, and infrastructure divisions.
From Iowa operations back to Kansas command, Koch’s travel links ground activity to executive alignment.
Owner: Murphy Oil / Murphy USA
Date: 9/25/2025
Origin: East Farmingdale / Republic Airport (KFRG) – Long Island, New York
Destination: South Arkansas Regional Airport at Goodwin Field (ELD) – El Dorado, Arkansas (HQ)
Money Moves:
Murphy’s corporate jet flew from the New York metro area back to its Arkansas headquarters—linking Wall Street’s financial core to its operational command center.
The Long Island departure is significant: it almost certainly reflects capital markets meetings, investor relations work, or deal negotiations in Manhattan. This could include arranging credit facilities, discussing bond issuance, or updating institutional shareholders amid oil price volatility. New York also serves as a hub for M&A advisors and private equity, making it a natural place for Murphy to explore potential joint ventures, asset sales, or refinery supply agreements.
Landing directly at Goodwin Field suggests executives were returning to brief leadership teams and align strategy based on the financial discussions held in New York.
From New York’s financial district back to Arkansas headquarters, this flight shows Murphy tying high-level capital market decisions directly into operational execution.
Owner: FedEx Corporation
Date: 9/25/2025
Origin: Memphis International Airport (KMEM) – FedEx Global HQ & SuperHub
Destination: Dublin Airport (DUB) – Dublin, Ireland
Money Moves:
FedEx just flew top executives from its Memphis headquarters straight to Dublin, underscoring its commitment to European logistics expansion.
Dublin is quickly becoming a major gateway for FedEx’s transatlantic operations, and this trip likely involved reviewing construction progress on new facilities, meeting with Irish regulators, and aligning with European distribution partners. As FedEx doubles down on its international network, Dublin’s position as a customs and logistics hub for EU freight makes it critical to the company’s long-term global growth strategy.
From Memphis’ global hub to Ireland’s gateway city, FedEx’s leadership is steering the company’s next phase of worldwide connectivity.
Owner: Johnson & Johnson
Date: 9/22/2025
Origin: Valencia International Airport (VLC) – Valencia, Spain
Destination: Trenton–Mercer Airport (TTN) – near New Brunswick, New Jersey (J&J HQ)
Money Moves:
Johnson & Johnson’s jet just flew from Valencia back to its New Jersey headquarters—suggesting senior leadership is returning from high-level business in Europe.
Spain is an important region for J&J’s pharmaceutical and MedTech divisions, with multiple manufacturing and R&D sites. This trip likely involved plant visits, regulatory meetings, or partnership discussions related to J&J’s European operations. With the company in the middle of a strategic pivot following its consumer health spin-off, leadership trips like this point to tight oversight of supply chains, clinical development programs, and EU regulatory compliance.
Landing at Trenton–Mercer brings executives back near HQ, where key strategic decisions are made. Expect this to feed into global operational alignment, Q4 planning, and potentially board-level updates.
From Spain’s biotech corridor to New Jersey’s global HQ, J&J is keeping its worldwide operations closely connected.
Owner: JPMorgan Chase & Co.
Date: 9/22/2025
Origin: Teterboro Airport (TEB) – New York City Metro
Destination: Chhatrapati Shivaji Maharaj International Airport – Mumbai, India
Money Moves:
JPMorgan’s corporate jet just made the long haul from New York to Mumbai—pointing toward high-level business in one of its most important growth regions.
Mumbai is JPMorgan’s India headquarters and a hub for corporate banking, capital markets, and operations centers. This flight likely involved senior-level meetings with regulators, major Indian corporates, and institutional clients, as JPMorgan continues to expand its Asia-Pacific footprint. With India now a key market for global capital flows, this trip may have also included discussions around new deal pipelines, technology investments, and hiring expansions in the region.
From Wall Street to Mumbai’s financial district, JPMorgan’s flight underscores its commitment to growing market share and deepening ties in one of the fastest-growing economies on the planet.
Owner: Hormel Foods Corporation
Date: 9/18/2025
Origin: Austin Municipal Airport (AUM) – Austin, Minnesota (Hormel HQ)
Destination: Hillsboro Airport (HIO) – Hillsboro, Oregon
Money Moves:
Hormel’s corporate jet flew from its Austin, MN headquarters to Hillsboro, Oregon—an uncommon route that likely reflects West Coast strategy work or partnership meetings.
The Portland–Hillsboro area is home to major distribution hubs and food suppliers, making it a strategic place for Hormel to coordinate on logistics, supply chain optimization, and regional production planning. The trip may also involve innovation or sustainability initiatives, as the Pacific Northwest is a hotbed for food tech and environmentally focused partnerships that could align with Hormel’s ESG goals.
From Minnesota’s meatpacking capital to Oregon’s logistics corridor—Hormel’s leadership is keeping its growth strategy and supply chain sharp.
Owner: Domino’s Pizza, Inc.
Date: 9/18/2025
Origin: Willow Run Airport – near Domino’s HQ region (Ann Arbor/Detroit area)
Destination: Ithaca Tompkins Regional Airport – Ithaca, New York
Money Moves:
Domino’s leadership flew from its HQ area (Willow Run region) up to Ithaca—most likely for a combination of field research and regional partner alignment. Ithaca, while a smaller market, is known for a strong university presence and community-oriented retail environments, making it a useful testbed for new product ideas, promotional campaigns, or operational tweaks (delivery logistics, store layout, local supply chain).
Given Domino’s recent efforts to innovate in delivery speed, digital ordering, and customer experience (menus/apps/integration), this trip probably involved store-level reviews or partnership meetings with local franchisees to pilot enhancements. Then heading back to HQ means consolidating what was learned on the ground to feed into broader strategy.
From Willow Run labs to Ithaca storefronts—Domino’s is flying where local insights meet corporate execution.
Owner: Menards (John Menard, Inc.)
Date: 9/17/2025
Origin: Cheyenne Regional Airport (CYS) – Cheyenne, Wyoming
Destination: Western Nebraska Regional Airport (BFF) – Alliance, Nebraska
Money Moves:
Menards’ jet flew from Cheyenne out to Western Nebraska—territory that fits squarely within the home improvement retailer’s expanding Midwest footprint.
Some likely reasons for this trip:
Exploring new store locations or distribution-centers in less-served rural or semi-rural markets. Menards has been rolling out stores across its core states, and expanding into Western Nebraska could give it better coverage inland for supply logistics.
Meeting with contractors, local suppliers, or landowners to secure property or infrastructure needed for expansion or supply chain efficiency.
Doing field checks on performance, supply routes, or customer traffic in existing/new stores to inform pricing, inventory flow, and store format decisions.
From Wyoming skies to Nebraska plains—Menards looks like it’s keeping the engine running for Midwest expansion and ground-level retail strength.
Owner: Nutrien Ltd.
Date: 9/17/2025
Origin: Haneda Airport (HND) – Tokyo, Japan
Destination: Midway International Airport (MDW) – Chicago, Illinois
Money Moves:
Nutrien just flew its leadership team from Tokyo back to Chicago—a route that strongly suggests global business alignment rather than just travel.
Nutrien is a global agriculture-inputs giant, major in potash, nitrogen, and phosphate fertilizers, operating in many markets worldwide. The stop in Japan likely involved partner negotiations, customer relations, or regulatory discussions in Asia, given how critical Asian markets are for fertilizer demand. Tokyo is a natural place to engage in talks about export contracts, supply chain logistics, or sustainable agriculture partnerships.
Landing in Chicago brings leadership back to one of its U.S. hubs—where supply chain, imports, distribution, and export terminal strategy all converge. Chicago is well-positioned for coordinating operations across North America, negotiating with U.S. distributors, and managing shipping or logistics costs.
From Tokyo’s global market pressure to Midway’s central position in U.S. ag supply chains, this flight reflects Nutrien’s dual focus: growing in export markets while keeping domestic operations efficient and profitable.
Owner: Verizon Communications
Date: 9/17/2025
Origin: Morristown Municipal Airport – near HQ in New Jersey
Destination: Boeing Field (King County International Airport) – Seattle, Washington
Money Moves:
Verizon execs just flew from near their corporate headquarters to Seattle, home to Boeing Field—a key gateway to the Pacific Northwest. This trip almost certainly ties into network expansion, infrastructure deployment, or partnerships in that region. Seattle is a tech and media hub with high data traffic demand, so Verizon could be meeting with suppliers or partners on sites for 5G infrastructure, improved fiber/backhaul capacity, or negotiating contracts for edge computing or cloud delivery.
Given Verizon’s recent focus on growing wireless service revenue and improving its 5G footprint especially in competitive markets, this flight likely involves aligning regional operations with national technology strategy—looking at site build-out, addressing regulatory or zoning challenges, and ensuring key markets like Seattle are not lagging in speed, capacity, or coverage.
From the Northeast tech-grid to Seattle’s innovation corridor, Verizon’s flight signals a push to strengthen its network where demand is steepest.
Owner: Government of Jordan
Date: 9/17/2025
Origin: Queen Alia International Airport (AMM) – Amman, Jordan
Destination: Joint Base Andrews (NCR / Washington, D.C.)
Money Moves:
A Jordanian government delegation just flew from Amman to Joint Base Andrews—landing in U.S. federal territory—suggesting this isn’t just ceremonial. The stop at Andrews puts them just outside D.C., a logical entry point for meetings involving U.S. national security, military cooperation, or high-level diplomatic engagements.
Given regional tensions, Jordan’s strategic role in Middle East stability, refugee flows, and defense partnerships with the U.S., this trip very likely involves security cooperation talks—military aid, joint drills, arms procurement, or intelligence sharing. There’s also a chance this is part of a broader diplomatic initiative, possibly in response to recent regional instability or in preparation for bilateral or multilateral agreements.
From Amman to Andrews, this flight signals that Jordan is reinforcing its alignment with U.S. security interests—and likely seeking reassurance, resources, or new commitments on defence and diplomatic fronts.
Owner: Nike, Inc.
Date: 9/16/2025
Origin: Miami Opa-Locka Executive Airport (OPF) – Miami, Florida
Destination: Hillsboro Airport (HIO) – Hillsboro, Oregon (near Nike HQ)
Money Moves:
Nike’s jet flew out of Miami, a top U.S. market for fashion, lifestyle, and sports retail, before heading back to Oregon. The stop in Miami most likely wasn’t just for fun—for Nike, it probably involved retail strategy, partner / influencer / marketing touchpoints, or evaluating store performance in one of its densest, trend-setting markets (Florida has multiple flagship stores, factory stores, and premium retail zones).
Given recent pressures around inventory management, consumer demand shifts, and direct-to-consumer growth, Nike leadership in Miami could have been checking on:
how flagship stores are performing
merchandising adjustments based on local trends
testing new product launches or collaborations in a high-visibility market
marketing / branding activations or influencer events
Then flying back to Hillsboro means closing the feedback loop: bringing what they saw in Miami into HQ decisions on product flow, marketing, or supply chain.
From Miami’s fashion pulse to Nike’s command center in Oregon—Nike’s flight highlights where retail meets strategy in real time.
Owner: Adobe Inc.
Date: 9/15/2025
Origin: Southwest Oregon Regional Airport (KOTH / OTH) – North Bend, Oregon
Destination: Mineta San José International Airport (SJC) – San José, California (near Adobe HQ)
Money Moves:
Adobe’s leadership just flew from Southern Oregon back to the heart of its Silicon Valley HQ.
The origin out of Southwest Oregon suggests this wasn’t a simple business-conference run. That region is known for its tech and creative talent, smaller studios, remote R&D projects, and scenic retreats—places where niche work or partnership scouting often happens. Coming back to San José likely means Adobe is wrapping up whatever exploratory work was underway: maybe sourcing design talent, evaluating remote creative or partnerships, or field-checking innovation labs.
Given Adobe’s push in AI, creative cloud features, and its continuing expansion in digital media tools, this flight likely represents a sync between outward innovation efforts and core strategic control. It reflects how Adobe keeps its creative engine running—venturing out, then returning to the mothership for alignment.
From rural Oregon creativity to Silicon Valley command, Adobe’s flight connects frontier innovation with core execution.
Owner: Las Vegas Sands Corp.
Date: 9/15/2025
Origin: San Diego International Airport (SAN) – San Diego, California
Destination: Harry Reid International Airport (LAS) – Las Vegas, Nevada
Money Moves:
Las Vegas Sands’ jet just returned from San Diego to its Vegas headquarters—suggesting more than just a routine hop.
San Diego has become a focal point for hospitality, development, and regulatory meetings, making this flight likely tied to either West Coast partnership discussions, real estate exploration, or tourism marketing strategy. Sands has been signaling interest in expanding its resort footprint and strengthening non-Nevada operations, and San Diego’s growing luxury travel market makes it a natural city to scout opportunities or meet with partners.
The timing—right as Las Vegas Sands continues to diversify into non-gaming luxury and global resort experiences—suggests this trip could have involved exploring development deals, negotiating hospitality partnerships, or engaging with California regulators before heading back to corporate HQ to align strategy.
From coastal California to the Strip, Sands’ flight reflects the company’s mission to keep its growth engine in motion—geographically and financially.
Owner: Procter & Gamble (P&G)
Date: 9/11/2025
Origin: John F. Kennedy International Airport (JFK) – New York City
Destination: Cincinnati Municipal Lunken Airport (LUK) – Cincinnati, Ohio (near P&G HQ)
Money Moves:
P&G’s corporate jet just flew from New York back to Cincinnati, its longtime headquarters city.
Trips from NYC to HQ often signal investor relations, analyst briefings, or strategic planning sessions following meetings with banks, media outlets, or large retail partners. With P&G managing a massive portfolio of consumer brands across beauty, grooming, and home care, this return flight likely represents leadership reconvening to align on sales strategy, supply chain initiatives, or shareholder communications.
From New York’s financial hub to Cincinnati command, P&G’s leadership is bringing Wall Street feedback back home to steer its next moves.
Owner: Rupert Murdoch
Date: 9/10/2025
Origin: Teterboro Airport (TEB) – New York City Metro
Destination: Los Angeles International Airport (LAX) – Los Angeles, California
Money Moves:
Rupert Murdoch’s jet just flew from New York to Los Angeles—right as the Murdoch family succession battle officially came to an end with Lachlan Murdoch cementing full control of Fox Corp and News Corp.
This flight likely ties into finalizing the post-settlement playbook, aligning media leadership on the West Coast, or convening crisis PR and legal teams as the buyouts of James, Elisabeth, and Prudence Murdoch are implemented. With Lachlan now holding the voting trust and the empire’s conservative editorial direction secured, Rupert’s presence in L.A. could also be about reassuring advertisers, top executives, and on-air talent that the transition is stable.
Given the magnitude of the $3.3 billion settlement and the public scrutiny, this trip may also be about shaping the narrative—both internally and externally—around what’s next for Fox News, The Wall Street Journal, and the broader Murdoch portfolio.
From Teterboro to LAX, Murdoch’s flight reflects a shift from courtroom drama to boardroom consolidation, ensuring his media empire stays firmly under family control.
Owner: Merck & Co., Inc.
Date: 9/11/2025
Origin: Washington Dulles International Airport (IAD) – near D.C.
Destination: Trenton–Mercer Airport (TTN) – central to Merck’s global headquarters campus in Rahway, New Jersey
Money Moves:
Merck’s executive jet flew from D.C. to Mercer Airport, landing right by its reestablished headquarters in Rahway. With all New Jersey operations consolidated at a revitalized, sprawling headquarters campus, leadership visits here underscore major strategy alignment.
This trip likely centered on internal coordination among R&D heads, HQ leadership, and government or policy stakeholders—especially as Merck continues investing heavily in U.S. manufacturing and innovation, including a new Biologics Center for production of Keytruda.
From the capital to corporate command—Merck is navigating strategy, operations, and public affairs in one tight flight.
Owner: Steve Ballmer (Los Angeles Clippers Owner)
Date: 9/11/2025
Origin: Northeast Kingdom International Airport (KEFK) – Newport, Vermont
Destination: Montréal–Trudeau International Airport (YUL) – Montreal, Quebec, Canada
Money Moves:
Steve Ballmer just flew from Vermont to Montreal while facing one of the NBA’s biggest ongoing scandals.
The league is investigating whether the Clippers used a tree-planting startup, Aspiration, to funnel nearly $48 million to Kawhi Leonard through a company he owns (KL2 Aspire LLC) — potentially circumventing the NBA’s salary cap. Recent reports uncovered payments that trace back to Clippers minority owner Dennis J. Wong, intensifying scrutiny.
Ballmer has publicly denied wrongdoing, but with the league threatening penalties ranging from fines to draft pick forfeitures, this flight likely signals legal strategy meetings, crisis management sessions, or consultations with advisors as the Clippers prepare their defense.
From Vermont quiet to Montreal strategy rooms, Ballmer’s flight isn’t about basketball—it’s about damage control at the highest level.
Owner: Ashley Furniture Industries, Inc.
Date: 9/10/2025
Origin: Colorado Springs Airport (COS) – Colorado Springs, Colorado
Destination: Chippewa Valley Regional Airport (EAU) – Eau Claire, Wisconsin (near Ashley’s HQ in Arcadia, WI)
Money Moves:
Ashley Furniture’s corporate jet just traveled from Colorado Springs back to the company’s home turf in western Wisconsin.
Colorado Springs has become a hub for both logistics and military contracts, suggesting Ashley leadership may have been reviewing supply chain opportunities, vendor relationships, or potential expansion into fast-growing Colorado markets. Returning to Eau Claire brings the focus back to headquarters oversight, including manufacturing, distribution, and executive planning.
With Ashley ranked as the largest furniture manufacturer in the world, executive travel like this reflects how the company balances field-level growth scouting with HQ-driven strategic alignment.
From the Rockies back to Wisconsin’s heartland, Ashley’s leadership is keeping both expansion and core operations in view.
Owner: AbbVie Inc.
Date: 9/9/2025
Origin: Waukegan National Airport (KUGN) – Waukegan, Illinois (near AbbVie’s HQ in North Chicago)
Destination: Teterboro Airport (TEB) – New York City Metro
Money Moves:
AbbVie’s jet just flew from its home base in Waukegan, near its North Chicago headquarters, to Teterboro—putting its leadership right at the doorstep of Wall Street.
With pressure mounting to sustain growth in immunology and oncology, and with Humira facing biosimilar erosion, AbbVie’s leadership has been actively emphasizing the performance of Skyrizi, Rinvoq, and its pipeline therapies. This trip likely signals investor relations meetings, financial strategy updates, or potential M&A discussions in New York.
The timing also suggests AbbVie is making sure institutional investors remain confident in its post-Humira transition—balancing near-term revenue defense with long-term innovation.
From Waukegan to Wall Street, AbbVie is flying to reinforce confidence in its next era of growth.
Owner: Gilead Sciences, Inc.
Date: 9/10/2025
Origin: Teterboro Airport (TEB) – New York City Metro
Destination: Mineta San José International Airport (SJC) – San José, California (Silicon Valley, near HQ in Foster City)
Money Moves:
Gilead’s jet flew from Teterboro back to the Bay Area, landing at San José—just minutes from its Foster City headquarters.
The East Coast leg suggests investor relations or financial partner meetings in New York, while the return to Silicon Valley brings leadership back to the center of its biotech R&D machine. With Gilead under pressure to sustain growth in its HIV and oncology portfolios while scaling bets in cell therapy and inflammation, this flight highlights the constant balance between Wall Street engagement and pipeline execution at HQ.
From New York capital to Foster City labs, Gilead is flying the corridor that links investors to innovation.
Owner: Phillips 66 Company
Date: 9/9/2025
Origin: George Bush Intercontinental Airport (IAH) – Houston, Texas
Destination: Greeley-Weld County Airport (GXY) – Greeley, Colorado
Money Moves:
Phillips 66’s executive jet flew from Houston, home to its corporate headquarters, up to Greeley, Colorado. Greeley serves as a regional hub for the company’s diverse operations—from refining and midstream logistics to marketing and energy innovation. This flight likely reflects strategic engagement with field operations, asset-level performance reviews, or coordination with local teams managing refining, pipeline, or specialty product logistics.
Remote leadership visits like this underscore how Phillips 66 aligns core strategy with on-the-ground execution, balancing corporate oversight with operational demand.
From its HQ to a frontline operations hub—Phillips 66 is ensuring energy strategy stays aligned at every level.
Owner: Koch Industries, Inc.
Date: 9/9/2025
Origin: Colorado Springs Airport (KCOS) – Colorado Springs, Colorado
Destination: Wichita Dwight D. Eisenhower National Airport (ICT) – Wichita, Kansas (near Koch HQ)
Money Moves:
Koch Industries’ jet just returned from Colorado Springs back to Wichita—home base for the privately held conglomerate.
Colorado Springs has become an attractive hub for energy, aerospace, and manufacturing conferences, suggesting the outbound trip likely involved sector meetings, supplier discussions, or investment reviews. With Koch’s diverse portfolio spanning energy, chemicals, industrials, and consumer products, executive travel between regional economic centers is standard for maintaining partnerships and scouting opportunities.
Landing at Wichita underscores Koch’s grounding in Kansas, where its leadership consolidates global operations and capital allocation decisions. This flight reflects the rhythm of executive oversight—balancing regional outreach with core strategic command at HQ.
From the Rockies back to Kansas plains—Koch’s travel shows how America’s largest private company keeps its empire in sync.
Owner: Nestlé Purina PetCare Company
Date: 9/9/2025
Origin: Chicago Executive Airport (PWK) – Wheeling, Illinois (near Chicago)
Destination: Milwaukee Mitchell International Airport (MKE) – Milwaukee, Wisconsin
Money Moves:
Purina’s corporate jet just made the short hop from suburban Chicago up to Milwaukee—likely reflecting regional operations or leadership visits tied to the company’s Midwest supply chain.
Purina, headquartered in St. Louis, has significant distribution and manufacturing activity across the Midwest. Milwaukee is a key logistics hub with access to rail, port, and trucking corridors—making it a natural stop for meetings with suppliers, distributors, or retail partners.
This quick route also suggests executive oversight of production planning, pet food innovation, or retail channel alignment as Purina continues to compete with Mars Petcare and other major players in the fast-growing pet products market.
From Chicago’s suburbs to Milwaukee’s industrial gateway—Purina’s trip signals tight operational control in the Midwest.
Owner: Visa Inc.
Date: 9/8/2025
Origin: Oakland International Airport (OAK/KOAK) – Bay Area, California (near Visa HQ)
Destination: Teterboro Airport (TEB) – New York City Metro
Money Moves:
Visa’s executives just flew from their Bay Area headquarters to Teterboro, the go-to gateway for Wall Street and Midtown Manhattan.
This trip likely signals investor relations, financial partner negotiations, or regulatory engagement in New York. With Visa pressing forward on digital payments growth, cross-border transaction expansion, and fraud-prevention technology, in-person sessions with banks, fintech partners, and institutional investors are essential.
It could also mark media appearances or board-level strategy meetings, given Visa’s position at the center of the global shift from cash to digital. Timing is critical too—payment volumes and consumer credit trends are being closely watched by the Street as rate cuts and global FX volatility reshape transaction flows.
From Silicon Valley to Wall Street, Visa’s flight underscores the financial backbone of the digital economy.
Owner: Chevron Corporation
Date: 9/8/2025
Origin: Sugar Land Regional Airport (KSGR) – Houston metro, Texas
Destination: Calgary International Airport (YYC) – Calgary, Alberta, Canada
Money Moves:
Chevron’s jet just flew from its Houston-area base into Calgary—a move that highlights its deep ties to North American energy corridors.
Calgary is Canada’s oil capital and home to many of Chevron’s upstream operations, joint ventures, and partner firms. This trip likely reflects executive-level strategy sessions on shale, oil sands, or LNG investments, especially as global energy markets remain volatile and capital discipline is a top priority.
Chevron has been balancing large-scale U.S. production in the Permian with Canadian partnerships in Alberta and British Columbia. With increasing pressure on emissions targets and investor scrutiny over returns, meetings in Calgary could center on project economics, carbon capture integration, or aligning with Canadian regulators.
From Houston’s energy hub to Canada’s oil capital, this flight signals Chevron is actively managing its cross-border energy strategy.
Owner: Parker-Hannifin Corporation
Date: 9/8/2025
Origin: Cleveland Hopkins International Airport (CLE) – Cleveland, Ohio (Corporate HQ)
Destination: Hollywood Burbank Airport (BUR) – Burbank, California
Money Moves:
Parker-Hannifin’s jet just flew from its Cleveland HQ base to Burbank—right into the heart of Southern California’s aerospace corridor.
As a global leader in motion and control technologies, Parker is deeply embedded in the aerospace supply chain—covering hydraulics, flight controls, and precision engineering. A stop in Burbank suggests executive meetings with aviation and defense partners, oversight of local operations, or contract alignment with West Coast manufacturers.
With Boeing, Lockheed Martin, and other aerospace heavyweights concentrated in the Los Angeles area, this flight underscores Parker-Hannifin’s commitment to being close to its key customers and innovation pipelines.
From Midwest headquarters to the aerospace capital of the West Coast—this wasn’t a leisure trip, it was motion and control in action.
Owner: Bank of America Corporation
Date: 9/8/2025
Origin: Teterboro Airport (TEB) – NYC Metro
Destination: Washington Dulles International Airport (IAD) – Washington, D.C.
Money Moves:
Bank of America’s executive jet flew from Teterboro down to Dulles—a route that almost certainly connects to government and regulatory affairs.
As one of the nation’s largest banks, BofA is deeply exposed to regulatory shifts around capital requirements, Basel III endgame proposals, and consumer banking oversight. With financial policy and lobbying heavily concentrated in D.C., this flight suggests face time with Treasury officials, the Federal Reserve, or congressional committees.
The trip could also involve strategic meetings with large institutional clients in the capital region, or preparation for high-profile financial forums where BofA often plays a visible role.
From Wall Street’s doorstep to Washington’s power corridors, this flight underscores the banking giant’s need to stay locked in with policymakers.
Owner: Caterpillar Inc.
Date: 9/5/2025
Origin: David Wayne Hooks Memorial Airport (DWH) – Tomball/Houston metro, Texas
Destination: Fort Worth Alliance Airport (AFW) – Fort Worth, Texas (Dallas–Fort Worth metroplex)
Money Moves:
Caterpillar’s jet flew from the Houston area to Fort Worth—a flight that reflects the company’s ongoing realignment of its Texas presence.
After relocating its corporate headquarters from Illinois to Irving, TX, Caterpillar has centralized much of its leadership activity in the Dallas–Fort Worth metroplex. Fort Worth Alliance is also a strategic freight and industrial hub, making it an ideal stop for reviewing operations, dealer networks, or supply-chain partners in the region.
This route underscores Caterpillar’s post-HQ move strategy: tighter executive oversight across Texas, strengthening ties to both customers and industrial infrastructure.
From Houston’s edge to DFW’s core, Caterpillar’s flight is another signal of Texas-centered leadership in motion.
Owner: Eli Lilly and Company
Date: 9/4/2025
Origin: Indianapolis International Airport (KIND) – Indianapolis, Indiana (Corporate HQ)
Destination: Teterboro Airport (TEB) – New York City Metro
Money Moves:
Eli Lilly’s corporate jet just traveled from its Indianapolis headquarters to Teterboro, a key gateway for Wall Street and Midtown Manhattan.
This flight strongly suggests investor relations or high-level financial meetings, as Lilly continues to dominate headlines with its blockbuster weight-loss and diabetes drugs. With enormous market expectations riding on drugs like Mounjaro and Zepbound, and the company’s valuation now north of half a trillion dollars, face-to-face engagement with institutional investors and analysts in New York is essential.
The trip could also signal media appearances, partnership discussions with major pharma peers, or board-level sessions with financial advisors. Regardless, the timing underscores Lilly’s push to maintain confidence in its growth story and pipeline as competitors race to catch up.
From Indianapolis labs to New York boardrooms—Eli Lilly is flying to keep its leadership edge secure.
Owner: Cracker Barrel Old Country Store, Inc.
Date: 8/29/2025
Origin: Raleigh County Memorial Airport (BKW) – Beckley, West Virginia
Destination: Lebanon Municipal Airport (LBO) – Lebanon, Tennessee (Cracker Barrel HQ)
Money Moves:
Cracker Barrel’s jet flew from Beckley, WV back to its Lebanon, TN headquarters—likely tying into operational and brand strategy alignment.
Beckley is home to one of Cracker Barrel’s regional restaurants, making this trip consistent with executive field visits, performance reviews, or community engagement stops. The return to HQ comes during a sensitive period for the company, as leadership works to stabilize brand identity following a highly publicized logo reversal and to ensure consistency across its 600+ locations.
From regional roots to HQ command, Cracker Barrel’s leadership is making sure strategy and Southern heritage stay aligned.
Owner: The Boeing Company
Date: 8/28/2025
Origin: Boston Logan International Airport (BOS) – Boston, Massachusetts
Destination: Centennial Airport (APA) – Denver metro, Colorado
Money Moves:
Boeing’s corporate jet just flew from Boston to Denver—a route that likely ties into both defense contracts and aerospace partnerships.
Boston has become a hub for advanced engineering talent and defense R&D, with multiple suppliers and MIT-linked programs feeding into Boeing’s defense and space units. The trip to Centennial Airport, just outside Denver, places leadership near Boeing’s Space, Intelligence, and Weapons Systems operations, as well as its growing foothold in Colorado’s booming aerospace cluster.
With Boeing under pressure to stabilize its defense portfolio and align with government-backed programs, this flight suggests executive coordination between R&D partners in the Northeast and operational leadership in Colorado. It could also reflect site visits tied to workforce alignment, as Boeing consolidates engineering teams across Commercial, Defense, and Space.
From Boston’s brainpower to Colorado’s aerospace backbone—Boeing’s flight path underscores its coast-to-mountain turnaround strategy.
Owner: Visa Inc.
Date: 8/26/2025
Origin: Oakland International Airport (OAK) – Bay Area, California (near Visa HQ)
Destination: Toluca International Airport (TLC) – Toluca, Mexico (serving Greater Mexico City)
Money Moves:
Visa just flew from the Bay Area into Toluca—an airport favored by executives doing business in Mexico City.
This trip likely connects to Visa’s Latin American growth strategy, as Mexico has been a high-priority market for digital payments adoption. With cash still dominating transactions but fintech usage growing rapidly, Visa is heavily investing in partnerships with banks, retailers, and fintech startups to drive card penetration and mobile wallet integration.
Landing in Toluca instead of Mexico City’s main airport underscores efficiency and privacy, suggesting high-level meetings with government officials, regulators, or major financial partners. Given Visa’s focus on real-time payments, cross-border transaction flows, and fraud-prevention technology, these discussions likely involved strategic deals to reinforce Visa’s dominance in Mexico’s booming digital payments market.
From Oakland to Toluca, Visa’s leadership is clearly doubling down on Latin America’s financial future.
Owner: The Walt Disney Company
Date: 8/26/2025
Origin: London Luton Airport (LTN) – London, UK
Destination: Adolfo Suárez Madrid–Barajas Airport (MAD) – Madrid, Spain
Money Moves:
Disney’s leadership just flew from London to Madrid—signaling strategic business in Southern Europe.
Madrid has become an important hub for Disney’s content distribution, live entertainment tours, and streaming growth in Spanish-speaking markets. This flight could reflect executive meetings with European media partners, event organizers, or regional advertisers as Disney refines its international strategy.
Spain has also proven to be a strong demand center for Disney On Ice and other live experiences, suggesting the company may be mapping future tour stops or expanding entertainment partnerships in Iberia.
From London to Madrid, Disney’s travel underscores its push to capture audiences across Europe with both on-screen and live experiences.
Owner: Anheuser-Busch InBev (AB InBev)
Date: 8/21/2025
Origin: Teterboro Airport (TEB) – NYC metro
Destination: Southwest Florida International Airport (RSW) – Fort Myers, Florida
Money Moves:
AB InBev’s leadership just flew from New York into Southwest Florida—landing at RSW, a growing hub for tourism and business. While AB InBev doesn’t operate a brewery in this region, the visit may signal early-stage planning for market expansion or a pilot distribution strategy targeting the Florida Gulf Coast’s booming hospitality sector.
Southwest Florida is a major tourism hub—with luxury resorts, a thriving craft beer scene, and strong demand across dining and entertainment channels. This trip could involve initial discussions with distribution partners, hospitality chains, or regional marketers—especially as AB InBev looks to reinforce its presence in high-growth leisure markets.
Alternatively, it could simply be a leisure-oriented executive trip disguised in typical business flight coverage—but when it’s AB InBev landing in Fort Myers, strategy may just be brewing.
Whether it’s beer or beaches driving the visit, this flight could be pouring the groundwork for AB InBev’s next move.
Owner: Warner Bros. Discovery, Inc.
Date: 8/18/2025
Origin: Teterboro Airport (TEB) – NYC Metro
Destination: Appleton International Airport (ATW) – Appleton, Wisconsin
Money Moves:
Warner Bros. just flew from Teterboro into Appleton—a destination far from Hollywood, but one that could signal corporate intent.
With Warner Bros. Discovery navigating streaming wars, cost-cutting, and theatrical resets, a stop in Wisconsin may reflect regional production planning, distribution logistics, or corporate partner meetings. Appleton is also within striking distance of key Midwest advertising, manufacturing, and sports sponsorship markets—areas where Warner Bros. has been actively chasing brand and media partnerships.
While it’s possible this is simply executive travel, the timing—just as Warner Bros. has been restructuring its studio pipeline and refocusing on profitability—suggests site visits and strategic meetings tied to distribution or affiliate deals in the Midwest.
From Teterboro to Appleton, Warner Bros. isn’t chasing box office—it’s chasing business strategy in America’s heartland.
Owner: Humana Inc.
Date: 8/12/2025
Origin: Centennial Airport (APA) – Denver, Colorado
Destination: Charlotte Douglas International Airport (CLT) – Charlotte, North Carolina
Money Moves:
Humana’s latest flight carried leadership from CEO Jim Rechtin’s home base in Denver to Charlotte—home to a growing health insurance and managed care hub.
While Humana is headquartered in Louisville, Charlotte hosts major players in healthcare administration, Medicare Advantage competition, and provider networks. This trip likely signals executive discussions with hospital systems, potential strategic partners, or regional sales leadership.
With Rechtin steering Humana through Medicare Advantage enrollment pushes, tech-driven care delivery, and possible acquisition opportunities, a visit to Charlotte’s healthcare cluster could also involve competitive intelligence or partnership negotiations.
From Denver to Charlotte, Humana’s leadership is clearly flying where the healthcare market is heating up.
Owner: Micron Technology, Inc.
Date: 8/12/2025
Origin: Minneapolis–Saint Paul International Airport (MSP) – Minneapolis, Minnesota
Destination: Laurence G. Hanscom Field (BED) – Bedford, Massachusetts
Money Moves:
Micron just flew from the Twin Cities to the Boston tech corridor—likely for high-level meetings tied to its semiconductor manufacturing expansion and strategic partnerships.
Bedford sits close to Cambridge’s innovation ecosystem, major research universities, and several advanced materials suppliers—key for Micron as it ramps investment in next-gen memory chips and U.S.-based semiconductor capacity. This trip could involve talks with federal or state economic development officials, potential R&D collaborators, or large-scale equipment suppliers based in the region.
With the CHIPS Act continuing to shape where and how semiconductor giants invest, a Boston-area stop for Micron leadership could mean they’re negotiating incentives, deepening research alliances, or securing talent pipelines from MIT and other top schools.
From Minnesota to Massachusetts, Micron’s flight path points toward the brainpower behind its next generation of chips.
Owner: U-Haul International, Inc.
Date: 8/12/2025
Origin: Corpus Christi International Airport (CRP) – Corpus Christi, Texas
Destination: Lee’s Summit Municipal Airport (LXT) – Lee’s Summit, Missouri
Money Moves:
U-Haul’s corporate jet just flew from the Texas Gulf Coast to suburban Kansas City—likely tied to operational strategy in the Midwest.
Corpus Christi is a growing market for both residential and commercial moves, fueled by port expansion, oil and gas activity, and in-migration. Lee’s Summit sits near a major U-Haul distribution and maintenance hub, positioning it as a key link in the company’s regional truck and trailer network.
This trip may signal leadership visits to review fleet logistics, inspect repair and refurbishment operations, or align with regional management ahead of seasonal moving demand. It could also be tied to scouting or securing new self-storage sites in the Kansas City metro.
Owner: Dollar General Corporation
Date: 8/6/2025
Origin: Nashville International Airport (BNA) – Nashville, Tennessee (near HQ)
Destination: Allegheny County Airport (AGC) – Pittsburgh metro, Pennsylvania
Money Moves:
Dollar General executives flew from corporate HQ in Nashville to Allegheny County—a move that likely centers on market expansion or store portfolio adjustments in Western Pennsylvania.
Dollar General operates over 20,000 stores nationwide, including nearly 1,000 in Pennsylvania. The company has been actively reviewing underperforming locations and selectively expanding its higher-margin Popshelf concept in suburban markets.
Flying into AGC—closer to Pittsburgh’s business and logistics districts than Pittsburgh International—suggests this trip could involve site visits, supply chain reviews, or strategic planning with regional leadership.
Owner: McDonald’s Corporation
Date: 8/6/2025
Origin: Teterboro Airport (TEB) – NYC Metro
Destination: L.F. Wade International Airport (BDA) – Bermuda
Money Moves:
McDonald’s just hopped a jet from Teterboro to Bermuda—a market where the Golden Arches currently has zero restaurants.
Could this be a scouting trip to plant the brand’s first Bermudian locations? The island’s tourism-driven economy, high per-capita income, and steady flow of U.S. visitors could make it a profitable niche market for McDonald’s, especially with airport and cruise terminal traffic.
Of course, there’s also the chance this is nothing more than execs taking a mid-summer break on the pink-sand beaches. But if the company suddenly files franchise paperwork or secures local partners, we’ll know this was more Big Mac strategy than vacation sunshine.
Beaches and burgers.
Owner: Yucaipa Companies / Ron Burkle
Date: 8/4/2025
Origin: Glacier Park International Airport (FCA) – Kalispell, Montana
Destination: Newark Liberty International Airport (EWR) – New Jersey / NYC Metro
Money Moves:
Ron Burkle’s jet just lifted off from Glacier Park, Montana, and landed at Newark—bringing him straight into the heart of Manhattan’s financial and legal community. The timing couldn’t be clearer: Yucaipa is deep in negotiations to acquire Soho House (NYSE: SHCO) and take it private in a $2 billion deal.
This flight strongly suggests direct involvement in final-stage buyout talks, investor negotiations, or potential regulatory prep. Activist investors like Dan Loeb’s Third Point have raised red flags over valuation and governance—so this trip could be about sealing the structure, quieting opposition, or lining up financial partners.
From Montana solitude to New York boardrooms—Burkle isn’t just chasing exclusivity. He’s aiming to own it.
Owner: Domino’s Pizza, Inc.
Date: 8/4/2025
Origin: London Luton Airport (LTN) – near London, UK
Destination: Malmö Airport (MMX) – Malmö, Sweden
Money Moves:
Domino’s flew from London to Malmö—right as it navigates a franchise transition in Sweden.
The company has been scaling back direct international operations in certain European markets, including Sweden, where local franchisees are taking over under a new ownership model. This flight likely signals high-level meetings around that restructuring: finalizing deal terms, aligning branding strategies, or working with local partners to ensure a smooth handoff.
It also reflects Domino’s broader pivot in EMEA—streamlining operations and doubling down on digital innovation in key growth markets while exiting those with limited scale or margin drag.
From Luton to Malmö, Domino’s isn’t just flying pizza—it’s flying strategy.
Owner: JPMorgan Chase & Co.
Date: 8/1/2025
Origin: Ministro Pistarini International Airport (EZE) – Buenos Aires, Argentina
Destination: Westchester County Airport (HPN) – Westchester County, New York
Money Moves:
JPMorgan’s top brass just returned from Buenos Aires, flying directly from Ezeiza (Pistarini) International Airport—Argentina’s largest and most internationally connected terminal.
This wasn’t just a Latin American pit stop. JPMorgan has been rapidly expanding its Buenos Aires global operations center, now the largest U.S. financial employer in Argentina. The visit likely included site inspections, talent alignment, and regional coordination tied to tech hiring, operations scaling, and long-term positioning in a volatile but high-potential emerging market.
Landing back in Westchester, near the bank’s executive offices, points to post-trip strategic briefings and potential investor or board-level sessions—focused on aligning South American growth with broader enterprise goals.
From Ezeiza to executive HQ—this flight says JPMorgan’s Latin bet is turning into a core strategic pillar.
Owner: Jeff Bezos
Date: 7/31/2025
Origin: Long Island MacArthur Airport (ISP) – Ronkonkoma, New York (NYC metro)
Destination: Teterboro Airport (TEB) – NYC Metro
Money Moves:
Jeff Bezos touched down at Teterboro after departing Ronkonkoma—signaling strategic activity squarely in the NYC financial and media corridor.
The timing is notable: Bezos has reportedly been evaluating a potential acquisition of CNBC following Comcast’s move to spin it off into a new entity called Versant later this year. Sources suggest CNBC aligns well with his media interests and could serve as a “neutral voice” in his portfolio—positioning him to expand beyond The Washington Post, which has recently faced criticism and subscriber losses under his ownership.
Flying from Ronkonkoma—a convenient departure point for Manhattan insiders—implies recent meetings with investment banks, media strategists, or Versant leadership. Touchdown at Teterboro places him right near the nexus of New York’s financial-media complex, where such negotiations and high-level discussions are often part of the playbook.
Could Bezos be positioning to acquire CNBC? This flight says he’s right where the deal would be shaped.
Owner: Kroger Co.
Date: 7/30/2025
Origin: Teterboro Airport (TEB) – NYC Metro
Destination: Hanscom Field (BED) – Bedford, Massachusetts
Money Moves:
Kroger’s latest jet from New York to suburban Boston raises more than just logistic questions—it flags strategic exploration in the high-end Northeast grocery market.
Flying from Teterboro suggests executive-level meetings in NYC—likely with financial partners, analysts, or strategic advisors. Landing at Hanscom Field, just outside Boston, places Kroger close to the growing Wegmans Food Markets footprint. With Wegmans opening multiple new stores across New York, Connecticut, and Maryland in 2025 producebluebook.com+4progressivegrocer.com+4en.wikipedia.org+4, speculation surfaces: could Kroger be quietly sizing up a potential acquisition or partnership?
While there’s no direct proof of Kroger negotiating with Wegmans, the failed Albertsons merger still looms large—Kroger continues to refine its expansion strategy following that deal’s collapse in late 2024 en.wikipedia.orgen.wikipedia.org.
Could this trip to Hanscom be a scouting mission into a premium regional brand? Or simply a meeting near a high-growth market? Either way, it shows Kroger looking north—and thinking big.
Date: 7/30/2025
Origin: DeKalb–Peachtree Airport (PDK) – Atlanta, Georgia (Corporate HQ)
Destination: Arnold Palmer Regional Airport (LBE) – Latrobe, Pennsylvania
Money Moves:
Fresh off the $85 billion merger announcement with Union Pacific, Norfolk Southern execs lifted off from Atlanta to Latrobe, PA—possibly heading to meet with union leadership, regional policymakers, or key freight clients impacted by the deal.
Given that this historic rail merger would form America’s first coast-to-coast rail network, each stop matters. Latrobe places them close to critical mid-Atlantic freight corridors—and near influential industrial stakeholders, including coal, steel, and chemical shippers likely to voice concerns about pricing power and service reliability post-merger.
The timing also lines up with early lobbying and Surface Transportation Board engagement, as pressure builds from labor unions and lawmakers to scrutinize consolidation in the rail sector.
This isn’t just a flight—it’s a whistle-stop in the campaign to sell, shape, and secure the biggest U.S. railroad merger in a century.
Owner: Mark Cuban
Date: 7/25/2025
Origin: Dallas Love Field (KDAL) – Dallas, Texas
Destination: Colorado Springs Airport (COS) – Colorado Springs, Colorado
Money Moves:
Mark Cuban just flew from Dallas to Colorado Springs—and given the timing, this trip isn’t leisure.
He’s listed as a featured participant in the National Governors Association summer meeting at The Broadmoor resort in Colorado Springs (July 25–26), where he joins other high-profile leaders and policy influencers in discussions on education, economic competitiveness, and bipartisan strategy.
Cuban’s presence not only underscores his growing role in public policy circles but also signals strategic positioning—particularly in areas like online education finance or tech-enabled civic engagement, sectors he’s actively investing in.
Flying into Colorado Springs for a policy event—not a vacation—this jet move puts Cuban at the crossroads of business-smart and policy-power.
Owner: Workday, Inc.
Date: 7/25/2025
Origin: Stockholm Arlanda Airport (ARN) – Stockholm, Sweden
Destination: Amsterdam Schiphol Airport (EHAM) – Amsterdam, Netherlands
Money Moves:
Workday, the enterprise cloud software leader for finance and HR (including its AI-driven Illuminate platform), just flew from Stockholm to Amsterdam—signaling more than a European hop.
Stockholm hosts one of Workday’s key EMEA hubs and Innovation Labs, making it central to its Nordic expansion and AI-led services push.
Amsterdam, meanwhile, is at the heart of Workday’s European operations—serving clients, hosting Labs, and anchoring regional growth.
This trans-European flight likely connects leadership efforts on service innovation, scaling EMEA customer success, or aligning network expansions across the Nordics and Benelux regions. Amsterdam—well‑positioned for global logistics and financial access—makes a strategic meeting point for pushing new AI-powered modules or enterprise sales strategies.
From Stockholm tech innovation to Amsterdam strategic execution—Workday is charting its next act in Europe.
Owner: Worthington Enterprises, Inc.
Date: 7/25/2025
Origin: Ohio State University Airport (near Columbus, OH) – Columbus, Ohio
Destination: Valparaiso Regional Airport (VPZ) – Valparaiso, Indiana
Money Moves:
Worthington Enterprises—an S&P 600-listed industrial and consumer-products manufacturer known for brands like Bernzomatic, Coleman, Balloon Time, and industrial cylinders—just flew its execs from Columbus to Valparaiso.
Valparaiso is home to a key facility in the company’s Consumer Products segment, producing propane cylinders and outdoor-living items. This flight likely signals a leadership site visit to align production output, quality control, and automation investments amid growing market demand for grilling, camping, and outdoor gear. With rising consumer-interest in DIY and outdoor lifestyles, plant-level oversight is a strategic must.
Flying from HQ to field—Worthington’s execs are making sure their manufacturing backbone matches consumer momentum.
Owner: H-E-B Grocery Company, LP
Date: 7/23/2025
Origin: San Antonio International Airport (SAT) – San Antonio, Texas
Destination: Teterboro Airport (TEB) – NYC Metro
Money Moves:
Texas grocery giant H-E-B just flew from its San Antonio HQ into Teterboro—a direct line into Manhattan’s boardrooms, not bodegas.
As a privately held, fiercely regional chain, H-E-B rarely leaves Texas—so when execs land at Teterboro, it signals something big. Most likely: meetings with investment banks, bondholders, or real estate financiers as H-E-B ramps up distribution network upgrades, digital infrastructure, or long-term capital partnerships.
Despite staying private, H-E-B has expanded curbside, warehouse automation, and logistics operations at a near-public scale. This trip might also relate to future municipal bond offerings or strategic capital raises—quietly structured through NYC institutions.
H-E-B doesn’t come to New York often—but when it does, it’s likely reshaping the future of U.S. grocery behind closed doors.
Owner: PIM Brands, Inc.
Date: 7/23/2025
Origin: Washington Dulles International Airport (IAD) – Northern Virginia
Destination: Teterboro Airport (TEB) – NYC metro
Money Moves:
PIM Brands, the powerhouse behind iconic snacks like Welch’s Fruit Snacks, Sun‑Maid Chocolate Raisins, and Original Gummi FunMix™, just landed near NYC after leaving D.C.—and there’s strategic intent here.
Flying from Dulles suggests earlier meetings with regulators or policy officials, likely on food-labeling, advertising standards, or CPG legislation, following the hire of their new Chief of Government Affairs. Now in Teterboro, they’re poised for investor meetings, media engagements, or analyst briefings—designed to boost visibility around their rapid growth and product innovation.
In short: this flight maps a dual play—skirting regulatory complexity in D.C., then switching to the financial stage in New York. All to fuel PIM’s standing as one of the fastest-growing snack brands in North America.
Owner: J.M. Smucker Co.
Date: 7/23/2025
Origin: Teterboro Airport (TEB) – Teterboro, New Jersey (NYC metro)
Destination: Akron–Canton Regional Airport (CAK) – Akron/Canton, Ohio
Money Moves:
Smucker’s execs just wrapped a high-level visit to the New York area before flying back to company HQ in Ohio—and the reasons are likely financial.
Teterboro serves Manhattan’s business elite, and Smucker’s visit almost certainly involved investor relations, media appearances, or Wall Street briefings following recent M&A moves and shifting consumer trends in food and pet products. Whether they were meeting institutional shareholders or prepping for analyst calls, the trip aligns with C-suite visibility efforts amid pressure to maintain margins post-Hostess acquisition.
Back in Akron-Canton (where the company is headquartered), expect a return to operational focus—but the real action may have just happened in NYC.
When Smucker flies through Teterboro, it’s not for bagels—it’s to sweeten the Street.
Owner: Centene Corporation
Date: 7/23/2025
Origin: Charleston Air Force Base (CHS) – Charleston, South Carolina
Destination: Lambert–St. Louis International Airport (STL) – St. Louis, Missouri
Money Moves:
Centene execs touching down from Charleston AFB to St. Louis isn’t your average flight—it signals high-level strategy in motion.
Operating as a major player in government-sponsored healthcare and Medicaid managed plans, Centene’s leadership may have been tapping into military health systems or veterans’ benefit discussions—given Charleston AFB’s deep role in veteran services and military health programs.
Landing in St. Louis at Centene’s HQ suggests corporate planning sessions, investor relations, or operational alignment are underway. With federal changes around Medicaid rule-setting and potential integration of military health initiatives, this flight likely ties into government contracting and future plan expansions.
From military healthcare hubs to company command center—Centene’s flight reflects a health-policy strategy in real time.
Owner: Walmart Inc.
Date: 7/10/2025
Origin: Fremont, Nebraska (Fremont Municipal Airport area)
Destination: Dodge City Regional Airport, Kansas
Money Moves:
Walmart just flew from its Fremont hub to Dodge City—spotlighting deeper investment in Kansas. With plans to remodel its Dodge City Supercenter and expand regional operations, this flight likely included leadership visits to oversee store upgrades, community partnership initiatives, and logistics adjustments tied to Kansas growth dodgeglobe.com+2dodgeglobe.com+2walmart.com+2.
Between enhanced store formats, beef facility expansion in Olathe, and supply chain optimization across the Midwest, this trip signals Walmart’s hands-on strategy to reinforce local market share—driving its presence in a key corridor while staying lean.
Walmart’s move from Nebraska to Kansas isn’t just a hop—it’s a rollout runway.
Owner: Citigroup Inc.
Date: 7/7/2025
Origin: Reagan Washington National Airport (DCA) – Arlington, Virginia
Destination: Westchester County Airport (HPN) – White Plains, New York
Money Moves:
Citigroup’s latest flight from D.C. to Westchester wasn’t just for convenience—it likely followed a round of high-level government or regulatory meetings.
As one of the most systemically important banks in the U.S., Citi is deeply involved in policy shaping—especially as the Fed finalizes stricter capital rules and Basel III endgame frameworks. This flight suggests executives had face time with federal regulators, Treasury officials, or public-sector clients before heading back toward New York.
Owner: The Home Depot, Inc.
Date: 7/3/2025
Origin: Augusta Regional Airport (AGS) – Augusta, Georgia
Destination: Fulton County Executive Airport (FTY) – Atlanta, Georgia
Money Moves:
Home Depot’s team flew into Atlanta’s Fulton County Executive Airport—an increasingly strategic hub for corporate travel. With Fulton County’s airport expanding hangar capacity and runway facilities ahead of the 2026 FIFA World Cup, major players like Home Depot have been direct beneficiaries of this rise in private-jet business traffic simpleflying.com+5saportareport.com+5atlanta.urbanize.city+5.
This trip likely involves high-level coordination tied to corporate logistics, regional leadership meetings, or supply-chain planning. With Home Depot navigating labor, immigration, and store network challenges, fly-in sessions at their metro HQ-area FTY hub make perfect sense.
In short: When Home Depot stakes a claim on Fulton County skies, corporate strategy—and logistics planning—aren’t far behind.
Owner: Las Vegas Sands Corp.
Date: 7/3/2025
Origin: Harry Reid International Airport (LAS) – Las Vegas, Nevada
Destination: Washington Dulles International Airport (IAD) – Washington, D.C. metro
Money Moves:
Las Vegas Sands just flew into D.C.—and they’re not betting for fun.
This trip likely centers on federal regulatory talks and lobbying efforts tied to casino expansion, international compliance, and perhaps most notably: Texas. LVS has spent years—and millions—pushing to legalize commercial casinos in Texas, one of the last untapped gaming markets in the U.S. A trip to the capital just months ahead of key legislative windows signals they’re turning up the heat.
Owner: Portillo’s Inc.
Date: 7/3/2025
Origin: McGhee Tyson Airport (TYS) – Knoxville, Tennessee
Destination: DuPage Airport (DPA) – West Chicago, Illinois
Money Moves:
Portillo’s just jetted from Tennessee back to Chicagoland—home turf for the iconic hot dog and Italian beef brand.
With recent expansion into the Southeast, including new store openings in the Nashville and Knoxville metros, this return flight to DuPage likely reflects executive strategy sessions, performance reviews, or capital planning tied to growth pacing. As a publicly traded company, Portillo’s is balancing aggressive national expansion with unit-level profitability—making regional check-ins crucial.
Also possible? Prepping for Q2 earnings calls or investor meetings from HQ, ensuring the brand’s hometown presence remains tight as it scales outward.
Portillo’s may be expanding across America—but it still answers to Chicago.
Owner: Kimberly-Clark Corporation
Date: 7/3/2025
Origin: Dallas Love Field (KDAL) – Dallas, Texas
Destination: Appleton International Airport (ATW) – Appleton, Wisconsin
Money Moves:
Kimberly-Clark just flew from its Dallas HQ straight into Appleton—home to one of its most critical legacy paper product hubs.
Appleton has long been a manufacturing stronghold for the company’s core brands like Kleenex®, Scott®, and Huggies®. This trip likely signals executive check-ins on plant performance, automation upgrades, and sustainability initiatives tied to paper pulp sourcing and waste reduction.
With rising input costs and a push for leaner operations across the personal care sector, Kimberly-Clark may also be conducting on-site evaluations to support margin improvement and cost leadership goals.
When your core products are made in Appleton, a flight like this isn’t optional—it’s essential.
Owner: Walmart Inc.
Date: 7/3/2025
Origin: Rogers Executive Airport (ROG) – Rogers, Arkansas
Destination: Baltimore/Washington Thurgood Marshall Airport (BWI) – Baltimore, Maryland
Money Moves:
Walmart execs flew in from Rogers—the company’s HQ metro—to Baltimore, aligning with a recent Supercenter permit in Baltimore County. This visit likely involves high-level coordination on store rollout plans, supply chain setup, and regional logistics strategy.
With Baltimore poised for a new Supercenter—and its proximity to major port and warehouse infrastructure—this flight could signal ground-level meetings with county officials, real estate developers, or distribution partners. As Walmart adjusts to rising e-commerce demand and regional growth, expanding its Mid-Atlantic footprint becomes critical.
Walmart’s trip to BWI hints at more than expansion—it shows the company is mapping logistics and site strategy for its next growth phase.
Owner: Merck & Co., Inc.
Date: 7/2/2025
Origin: Zurich Airport (ZRH) – Zurich, Switzerland
Destination: Trenton–Mercer Airport (TTN) – Ewing Township, New Jersey
Money Moves:
Merck just flew in from Zurich—right where MoonLake Therapeutics is headquartered.
With MoonLake’s sonelokimab generating buzz across immunology circles and multiple analysts naming it a serious biologics disruptor, this transatlantic trip raises eyebrows. Whether Merck is in early-stage acquisition talks or exploring deeper partnerships, the timing is key: Big Pharma is racing to replenish pipelines before the next wave of patent cliffs hits.
Landing at Trenton—just miles from Merck’s Rahway HQ—adds weight. This wasn’t a detour. It was business.
Could Merck be circling MoonLake for its next blockbuster immunology deal? Keep your scope locked in.
Owner: Target Corporation
Date: 7/2/2025
Origin: Minneapolis–Saint Paul International Airport (MSP) – Minneapolis, Minnesota
Destination: William P. Hobby Airport (HOU) – Houston, Texas
Money Moves:
Target just flew from its Minneapolis HQ to Houston—one of its most competitive and fastest-growing markets in the South.
With the slow and very steady of inflation reshaping consumer habits, Target is leaning harder into regional pricing strategies, store remodels, and last-mile logistics. Houston is a major distribution hub for Target, and this trip likely signals strategic reviews of fulfillment centers, real estate positioning, or supplier negotiations tied to Texas Gulf Coast ports.
Target has also been piloting new inventory and merchandising models across its Southern U.S. stores—this could be ground-level execution work ahead of back-to-school and holiday push planning.
Target’s flight to Houston shows they’re not just competing on price—they’re flying straight into the heart of U.S. retail logistics.
Owner: Tyson Foods, Inc.
Date: 7/1/2025
Origin: Chattanooga Metropolitan Airport (CHA) – Chattanooga, Tennessee
Destination: Northwest Arkansas National Airport (XNA) – Bentonville/Springdale, Arkansas
Money Moves:
Tyson Foods just flew back into its Northwest Arkansas stronghold—home to its global headquarters and operational core.
This trip likely reflects high-level coordination around recent leadership changes, as Tyson appointed new division heads across Poultry, Beef, and Prepared Foods earlier this year. With several fourth-generation Tyson family members recently added to the board, expect this visit to include strategic planning and governance alignment.
It could also signal operational updates, given XNA’s proximity to Tyson’s key processing plants and corporate functions. Whether it’s refining logistics, reviewing performance, or syncing on long-term goals, this isn’t just a routine flight—it’s core to the company’s future.
Tyson may run on protein—but it flies on precision.
Owner: Chick‑fil‑A, Inc.
Date: 7/1/2025
Origin: Cobb County International Airport (RYY) – Kennesaw, Georgia
Destination: Gerald R. Ford International Airport (GRR) – Grand Rapids, Michigan
Money Moves:
Chick‑fil‑A landed at GRR, underscoring its aggressive Michigan expansion. With plans for 25–30 new Michigan locations by 2028—including several in the greater Grand Rapids area—this trip likely involves coordination with local owner‑operators, site evaluations, and community outreach efforts.
Given GRR’s ongoing $135 million terminal expansion to support international and regional growth, Chick‑fil‑A execs may also be exploring airport franchising or travel‑venue partnerships amid the region’s booming infrastructure.
Whether scouting new sites, aligning with airport growth, or meeting local franchisees—Chick‑fil‑A’s Michigan visit signals serious intent in the Midwest.
Owner: Costco Wholesale Corporation
Date: 7/1/2025
Origin: McKinney National Airport (TKI) – McKinney, Texas
Destination: Westchester County Airport (HPN) – White Plains, New York
Money Moves:
Costco executives just landed in Westchester County—hinting at more than just inspections in suburban New York.
With Costco expanding its footprint in the Northeast and piloting new membership benefits—like Executive members receiving extended hours and monthly Instacart credits —this flight likely aligns with strategic initiatives in that region:
Pilot program rollout: Westchester could be hosting a new Scan & Go or tech-driven checkout pilot, following successful tests reported in June.
Regional expansion: With growing demand near NYC, execs may be scouting real estate, logistics hubs, or new warehouse locations to capitalize on Northeast growth.
Membership value strategy: As Executive membership perks roll out, team visits to high-density markets like Westchester help tailor promotions to maximize engagement and loyalty.
Could this trip mark the launch of the next big Costco innovation in checkout tech or member services? Keep an eye on White Plains.
Owner: Kroger Co.
Date: 7/1/2025
Origin: Salt Lake City International Airport (SLC) – Salt Lake City, Utah
Destination: Harry Reid International Airport (LAS) – Las Vegas, Nevada
Money Moves:
Kroger just flew into Vegas—and no, this isn’t a grocery run.
With persistent inflation reshaping consumer behavior and competition heating up from value chains like Walmart and Aldi, Kroger may be eyeing fresh pricing strategies, vendor negotiations, or even retail tech investments. Vegas routinely hosts private retail summits, supplier expos, and food distribution conventions—making it a hotspot for grocery executives looking to sharpen their margins and explore automation or loyalty upgrades.
Plus, with Kroger’s regional footprint through Smith’s Food and Drug stores across Nevada and Utah, this could also signal market-level check-ins with district management or union reps.
Whatever the reason, Kroger’s Vegas trip looks more like business than pleasure—and it could shape how your groceries are priced tomorrow.
Owner: Ball Corporation
Date: 7/1/2025
Origin: Rocky Mountain Metropolitan Airport (BJC) – Denver, Colorado
Destination: Vienna International Airport – Vienna, Austria
Money Moves:
Ball Corp, the global packaging giant best known for its aluminum beverage cans and aerospace division, just logged a long-haul trip to Austria.
Why Vienna? Ball sold its aerospace business in early 2024 to private equity firm BAE Systems for $5.6 billion, but its European packaging operations remain a core focus—especially in the EU, where environmental regulations are tightening around plastic waste.
This flight may signal a major sit-down with European regulators, potential M&A targets, or regional suppliers. Vienna is a strategic gateway to Eastern Europe, and Ball has long emphasized expanding its aluminum footprint in the EU as part of its sustainability-first strategy.
- Owner: Kellanova
- Date: 7/27/2024
- Origin: Toronto Pearson International Airport
- Destination: Gary Chicago International Airport (Gary, Indiana)
- Money Moves:
- After enduring a rebrand and some strategic spin-off action, Kellogg has new become Kellanova.
- Kellanova is now most certainly in the business of selling other snacks (cereals are now another division and entity of what was formerly known as Kellogg), such as Pringles, Pop-Tarts, Cheez-Its, Kashi and other popular snack brands.
- Perhaps a few of the company’s executives flew out towards the Indiana-Illinois border to check in on one of its plants in the region, and given Kellogg’s history as it relates to its employees striking, this may be a preventative measure on the part of their management team.
- Owner: Dollar Tree
- Date: 6/26/2024
- Origin: West Memphis Municipal Airport (Memphis, Tennessee)
- Destination: Norfolk International Airport (Norfolk, Virginia)
- Money Moves:
- Retail theft is on the rise, but that’s hardly news to anyone.
- Headquartered in Chesapeake, Virginia, Dollar Tree, which just so happens to also be the parent company of Family Dollar, has and continues to be a prime target for retail theft, as I have literally seen with my own two eyes in my neighborhood people simply picking items up and walking out them, no questions asked.
- Maybe a few of Dollar Tree’s executives were recently investigating this theft out in and around Memphis, Tennessee.
- Owner: Domino’s Pizza
- Date: 6/26/2024
- Origin: Midway International Airport (Chicago, Illinois)
- Destination: Willow Run Airport (Ypsilanti, Michigan)
- Money Moves:
- While still on the subject of crime, it is hardly any sort of secret that crime in my hometown of Chicago, Illinois has been a major deterrent for both small and large businesses in more recent history.
- Perhaps a few of Domino’s executives took a trip out to the City in order to either meet with some of franchisees and also get together with local law enforcement to prevent in-store crime, or perhaps it is looking to completely close some of its stores in the region.
- Owner: Comcast
- Date: 6/19/2024
- Origin: Burlington International Airport (South Burlington, Vermont)
- Destination: Philadelphia International Airport (Philadelphia, Pennsylvania)
- Money Moves:
- Comcast has a global but its global went everywhere but global on this most recently reported trip.
- Headquartered in Philadelphia, members of the executive team of Comcast, the parent company of enterprises such as Xfinity and Peacock, among others, might have taken a recent trip north further north to merely check in on its operations in the northeast, or maybe re-up on a contract with a local municipality so as to continue its operations in the area.
- Owner: Union Pacific
- Date: 6/19/2024
- Origin: St. Louis Downtown Airport (Cahokia, Illinois)
- Destination: Midway International Airport (Chicago, Illinois)
- Money Moves:
- It seems as though some of Union Pacific’s executives are on a sort of roadshow in Illinois.
- Being that one of the company’s corporate airplanes has recently found itself traveling through Illinois, maybe it is the case that the company’s management is perhaps meeting with suppliers or looking to identify ways in which it can better optimize its operations throughout the state.
- Owner: Ken Griffin
- Date: 6/5/2024
- Origin: Miami International Airport
- Destination: Abilene Regional Airport (Abilene, Texas)
- Money Moves:
- So either famed, wildly successful hedge fund manager Ken Griffin is looking to expand his already massive real estate portfolio into the great state of Texas, or perhaps he is out in the area monitoring some deal action in Texas, which has been amping up with blockbuster deals such as Chevron’s acquisition of Hess, Exxon’s buyout of Pioneer Natural Resources and the most recently announced acquisition agreement between ConocoPhillips and Marathon Oil.
- Owner: CBS Corporation
- Date: 5/21/2024
- Origin: Teterboro Airport
- Destination: St. Louis Regional Airport (Alton, Illinois)
- Money Moves:
- Being that CBS is one of the most prolific and large mass media companies in the world, perhaps some of the company’s executives took a trip to a small town near the Illinois and Missouri border to check up on some of its local operations, one of which includes a domestic news station by the name of KMOV.
- Owner: Workday
- Date: 4/25/2024
- Origin: Teterboro Airport
- Destination: San Francisco International Airport
- Money Moves:
- I recently wrote a stock analysis article on Workday so this is sort of fitting.
- This Pleasanton, California-headquartered software as a service (SaaS) company is focused on serving clients with the human capital management (HCM) sector of the employee-employer market.
- Given its corporate plane’s recent travels, perhaps some of the company’s executives took a cross country trip to work on or ink a few deals with prospective clients in the Big Apple.
- Owner: Sherwin-Williams
- Date: 3/2/2024
- Origin: Fort Lauderdale Executive Airport (Fort Lauderdale, Florida)
- Destination: Cleveland-Hopkins International Airport (Cleveland, Ohio)
- Money Moves:
- Headquartered in Cleveland, Ohio, one of paint giant’s Sherwin-Williams airplanes recently flew north back to base from sunny Florida.
- To an inherent degree, this makes some sense, as Florida has always sort of generally been a hot or at least enticing real estate market, and Sherwin-Williams is a company that is clearly a bit sensitive to the greater overall real estate market (i.e., less houses being built means less paint needed, etc…), so perhaps some of the company’s executives took a trip to get a gauge of the real estate market in the region.
- Owner: Union Pacific
- Date: 2/27/2024
- Origin: North Platte Regional Airport (North Platte, Nebraska)
- Destination: Eppley Airfield (Omaha, Nebraska)
- Money Moves:
- Headquartered in Omaha, Nebraska lies one of the world’s largest freight railroad logistics companies, Union Pacific.
- It appears as though one of the company’s corporate airplanes recently took a trip from a not-so-distant nook of the state, North Platte, Nebraska, which just so happens to be home to one of the company’s largest rail yards and among one of the largest on the planet, Bailey Yard.
- Perhaps management is looking to optimize operations in this region or perhaps even dealing with some union-related matters with its employees in the region.
- Owner: McDonald’s
- Date: 2/10/2024
- Origin: Barcelona Airport
- Destination: Kempegowda International Airport (Bangalore, India)
- Money Moves:
- It seems as though some of the members of McDonald’s’ executive team are on a bit of an international trip, and while the prominent fast-food franchise already maintains an extensive global footprint, management might just be looking to grow its presence in Europe and/or different segments of Asia.
- It might also be the case that the company is looking to establish some technology partnerships, as India is certainly a region filled with technological innovation and prowess.
- Owner: Tilman Fertitta
- Date: 11/27/2023
- Origin: Louis Armstrong International Airport (New Orleans, Louisiana)
- Destination: William P. Hobby Airport (Houston, Texas)
- Money Moves:
- As one of the most prolific business leaders in the southern region of the United States, Tilman Fertitta owns famed restaurant conglomerate Landry’s along with the NBA franchise, the Houston Rockets, and a few other business interests, including notable casino brand, the Golden Nugget, which just so happens to have a property out in Lake Charles, Louisiana.
- Perhaps Fertitta is simply checking up on present operations in the region or maybe eyeing a new plot of land to develop and build out yet another restaurant or gaming complex.
- Owner: ExxonMobil
- Date: 11/6/2023
- Origin: Willow Run Airport (Ypsilanti, Michigan)
- Destination: George Bush Intercontinental Airport (Houston, Texas)
- Money Moves:
- ExxonMobil is one of the largest oil and gas companies in the world.
- While a lot of its stateside activity is focused in the south, more specifically in and around Texas, the company does happen to have operations in around the Midwest as well.
- Perhaps some of the company’s executives were in the region checking up on operations and maybe pondering projects in Michigan.
- Owner: U.S. Steel
- Date: 10/23/2023
- Origin: Pittsburgh International Airport (Pittsburgh, Pennsylvania)
- Destination: Louis Armstrong International Airport (New Orleans, Louisiana)
- Money Moves:
- Founded by one of the world’s most prolific group of entrepreneurs, Andrew Carnegie, J.P. Morgan and Charles Schwab, U.S. Steel is one of the world’s largest steel-producing companies.
- It has also been the center of recent takeover talks involving some of its other national competitors such as Cleveland-Cliffs and Esmark.
- Perhaps U.S. Steel is flying down to Louisiana to meet with yet another potential suitor.
- Owner: Henry Crown and Company
- Date: 10/13/2023
- Origin: Terre Haute Regional Airport (Terre Haute, Indiana)
- Destination: Chicago Executive Airport
- Money Moves:
- Headquartered in Chicago, Illinois, Henry Crown and Company is essentially an investment management firm owned by members of the Crown family, including an extensive real estate portfolio as well as reported stakes in Hilton Hotels, Aspen Skiing Company, Rockefeller Center, the New York Yankees, the Chicago Bulls, among other entities managed by the family and its designated team, not to mention the family’s reported interests in publicly traded firms such as Illinois Tool Works and General Dynamics.
- Perhaps some of the members of the Crown clan took a trip to Terre Haute to check on one of its subsidiaries and its operations in the region.
- Owner: Parker-Hannifin
- Date: 10/13/2023
- Origin: Cleveland-Hopkins International Airport (Cleveland, Ohio)
- Destination: Chicago Executive Airport
- Money Moves:
- As we have discussed in a previous stock analysis article, Parker-Hannifin is a leader in the industrial sensors and motion technologies spaces, headquartered in Cleveland, Ohio.
- Given that one of its corporate airplanes recently touched down near Chicago, Illinois, perhaps some of its executives are looking to expand some of its operations in the city’s suburban regions, or, as other companies have, perhaps it is looking to pull some of its operations from the region, if it has any in Illinois in the first place.
- Owner: Steve Wynn
- Date: 10/13/2023
- Origin: Friedman Memorial Airport (Hailey, Idaho)
- Destination: Hollywood Burbank Airport (Burbank, California)
- Money Moves:
- Steve Wynn can be thought of as one of the most prolific figures in the history of what was once just a sleepy western land by the name of Las Vegas, Nevada.
- Wynn, among a handful of other entrepreneurs put the city on the map through the development of iconic properties up and down what is known today as the Las Vegas Strip.
- Given that Wynn is no longer directly tied to the company anymore, perhaps he is looking to expand his real estate portfolio in or around Los Angeles, or perhaps in Idaho.
- Owner: Steve Ballmer
- Date: 10/13/2023
- Origin: Boeing Field/King County International Airport (Seattle, Washington)
- Destination: Los Angeles International Airport
- Money Moves:
- In keeping with the same first name trend, Steve Ballmer is one of the largest individual shareholders of Microsoft (NASDAQ: MSFT), as he was one of the company’s first employees.
- He also happens to own an NBA franchise by the name of the Los Angeles Clippers.
- With the Clippers in the process of building out a brand new arena in an effort to detach itself from the more well known Los Angeles-based NBA franchise, the Lakers, Ballmer is likely in the area to check on operations and the overall progress made on the development of the work in progress, the Intuit Dome.
- Owner: Mark Cuban
- Date: 10/2/2023
- Origin: Nashville International Airport
- Destination: Dallas Love Field
- Money Moves:
- Owner of the NBA’s Dallas Mavericks, guest shark on Shark Tank and serial entrepreneur Mark Cuban likely does a lot of traveling in order to sufficiently tend to all of his business interests.
- Perhaps Cuban has an investment or two in and/or around Nashville, or is pondering an investment in the region.
- Owner: Gayle Benson
- Date: 10/2/2023
- Origin: Palm Beach International Airport (West Palm Beach, Florida)
- Destination: Louis Armstrong International Airport (New Orleans, Louisiana)
- Money Moves:
- Speaking of owners of professional sports franchises, Gayle Benson is one of the thirty-two National Football League (NFL) team owners, specifically stewarding the New Orleans Saints.
- Whether or not one’s team is actually performing well, the undisputed fact of the matter is that valuations of NFL teams have been on the rise, benefiting team owners such as Benson and her group.
- The Saints recently played against the Tampa Bay Buccaneers, hence the flight from New Orleans.
- Owner: Procter & Gamble
- Date: 10/2/2023
- Origin: Cincinnati Municipal Airport, Lunken Field
- Destination: St. Louis Lambert International Airport (St. Louis, Missouri)
- Money Moves:
- Procter & Gamble is one of the largest (if not the largest) consumer packaged goods (CPG) companies in the world, headquartered in Cincinnati, Ohio.
- With all of the brands it is already known for, P&G might be looking to acquire another to add to its portfolio, perhaps Nestle Purina (headquartered in St. Louis, Missouri), a gigantic American pet food company.
- Owner: McDonald’s
- Date: 10/2/2023
- Origin: Midway International Airport (Chicago, Illinois)
- Destination: Aspen/Pitkin County Airport (Aspen, Colorado)
- Money Moves:
- I don’t know about you, but when I think about the luxury of Aspen, Colorado, the casual dining giant McDonald’s doesn’t instantly come to mind.
- Maybe it’s just me.
- At any rate, it appears as though some of the company’s executives might be on their way to hit the slopes or perhaps there’s more business than pleasure ensuing and the company is looking to establish a larger presence in the region.
- Owner: Hilton
- Date: 9/26/2023
- Origin: Shannon Airport (Shannon, Ireland)
- Destination: Ciampino International Airport (Rome, Italy)
- Money Moves:
- For those who don’t know, Hilton is a massive, global hotel chain.
- Given that one of the company’s airplanes recently took a trip to Europe, perhaps some of the company’s executives are looking to add to their real estate portfolio in the region, particularly in Italy.
- Owner: Comcast
- Date: 9/18/2023
- Origin: Centennial Airport (Englewood, Colorado)
- Destination: Philadelphia International Airport (Philadelphia, Pennsylvania)
- Money Moves:
- I kid you not, I took a trip to Denver, Colorado last Christmas and through the grapevine heard that the city’s NBA franchise, the Denver Nuggets, were having distribution trouble (more than likely contract disagreements) between itself and Comcast.
- Perhaps some of the company’s executives took a trip out to the area to discuss and/or update their terms with the team’s management group.
- Owner: Walmart
- Date: 9/4/2023
- Origin: Rogers Executive Airport (Rogers, Arkansas)
- Destination: West Michigan Regional Airport (Holland, Michigan)
- Money Moves:
- In reference to the last Follow the Money archive, maybe the world’s largest retailer, Walmart, is also experiencing difficulties with respect to in-store theft and thus flying around the United States looking to work with local law enforcement agencies to prevent any further theft.
- Owner: Family Dollar
- Date: 9/4/2023
- Origin: Los Angeles International Airport (Los Angeles, California)
- Destination: Livermore Municipal Airport (Livermore, California)
- Money Moves:
- Theft (or “shrink” as it is commonly referred to in the retail world) is clearly out of control and it not only impacts companies, its shareholders and other stakeholders, but undoubtedly society as a whole.
- This is one of the few reasons I am frankly uninterested in many of even the most blue-chip companies out there, as many of them continue facing margin pressure due to theft.
- Maybe this is why one of Family Dollar’s private planes took a trip out to California.
- Perhaps some of the company’s executives are in the area attempting to implement new measures in preventing theft within its stores.
- Owner: Waffle House
- Date: 9/4/2023
- Origin: Sioux Falls Regional Airport (Sioux Falls, South Dakota)
- Destination: Munich International Airport (Munich, Germany)
- Money Moves:
- While upon some initial research it doesn’t appear as though famed casual dining chain Waffle House has any locations outside of the United States, perhaps one of its airplanes took some of its executives on a trip to Germany to gauge the demand for any (if not all) of Waffle House’s menu.
- Owner: Whirlpool
- Date: 9/2/2023
- Origin: Long Beach/Daughtery Field (Long Beach, California)
- Destination: Southwest Michigan Regional Airport (Benton Harbor, Michigan)
- Money Moves:
- Whirlpool is a major home appliances manufacturer and seller, selling a variety of products from cooktops and washer dryer combo units to purifiers and coolers and so much more.
- Perhaps one of the company’s airplanes took a trip out to California (Whirlpool is headquartered in Michigan) to meet with some of its suppliers or maybe to check up on its manufacturing operations in the region.
- Owner: Hallmark
- Date: 8/22/2023
- Origin: Charles B. Wheeler Downtown Airport (Kansas City, Missouri)
- Destination: Hollywood Burbank Airport (Burbank, California)
- Money Moves:
- Headquartered in Kansas City, Missouri, Hallmark is an absolute behemoth in the greeting cards industry, allowing troves around the world to celebrate practically any occasion through a card that can be bought at many major retailers.
- So why in the world is one of the company’s private airplanes in Burbank, California.
- Well, do you know who is headquartered in the area?
- One of the absolute largest media companies in the world, Disney.
- Perhaps Hallmark is looking to strike some sort of cross promotional deal with the media conglomerate.
- Owner: Lamb Weston
- Date: 8/10/2023
- Origin: Tri-Cities Airport (Pasco, Washington)
- Destination: Monroe Regional Airport (Monroe, Louisiana)
- Money Moves:
- When it comes to the world of potatoes, manufacturer and seller of said starch is kind of a big deal.
- Lamb Weston supplies potato-related products (think French fries) to restaurant chains and other entities all across the globe, therefore, some of the company’s executives might be looking to merely check up on or maybe even expand its potato presence in or around Louisiana, given that it already apparently has a manufacturing plant in the region.
- Owner: SpartanNash
- Date: 8/9/2023
- Origin: Gerald R. Ford International Airport (Grand Rapids, Michigan)
- Destination: Norfolk International Airport (Norfolk, Virginia)
- Money Moves:
- SpartanNash sounds like the name of a fancy law firm but to our knowledge it simply is not.
- Instead, headquartered in Byron Center, Michigan, SpartanNash is a major grocery chain operator and food distribution player.
- Given that one of the company’s airplanes was recently in Norfolk, Virginia, it might be looking to expand its presence in the region on either or both sides of its business.
- Owner: Ford Motor Company
- Date: 8/6/2023
- Origin: Detroit Metropolitan Wayne County Airport (Detroit, Michigan)
- Destination: Monterey Regional Airport (Monterey, California)
- Money Moves:
- Ford is one of the largest automobile companies on the face of the earth.
- Headquartered in Dearborn, Michigan, the company might just be looking to expand its dealership and/or manufacturing presence in or around Monterey, California.
- Perhaps there is an electric vehicle (EV) company in the region that Ford is looking to acquire.
- Owner: Stan Kroenke
- Date: 8/3/2023
- Origin: Denver International Airport (Denver, Colorado)
- Destination: London Luton Airport
- Money Moves:
- Professional sports franchises are still business, believe it or not.
- In fact, a lot of money can be racked in through team success, such as winning championships, which the owner of many professional sports franchises including last season’s National Basketball Association (NBA) world champions, the Denver Nuggets and the championship hopefuls, one of England’s most storied football (soccer) clubs (teams), Arsenal.
- Perhaps Kroenke and a few of his associates took a trip to evaluate any changes they need to make in order to make yet another one of his group’s teams a winner.
- Owner: Waste Management
- Date: 7/31/2023
- Origin: Laurence G. Hanscom Field (Bedford, Massachusetts)
- Destination: Marrakesh Menara Airport (Marrakesh, Morocco)
- Money Moves:
- If waste disposal behemoth Waste Management doesn’t already do business in Morocco, that might be changing soon, given that one of its corporate aircraft recently touched down in the region.
- Maybe some of the company’s executives made the trip to ink some sort of contract or partnership with Morocco’s leadership.
- Owner: Chevron
- Date: 7/31/2023
- Origin: Rocky Mountain Metropolitan Airport (Broomfield, Colorado)
- Destination: Metropolitan Oakland International Airport (Oakland, California)
- Money Moves:
- For those who don’t know, Chevron is one of the largest oil and gas companies in the world.
- It is also currently headquartered in San Ramon, California.
- Given that the company has operations in the region, it is likely that some of its executives took a flight out to perform a cursory check on its operations overall near Denver.
- Owner: Jerry Jones
- Date: 7/30/2023
- Origin: Harry Reid International Airport (Las Vegas, Nevada)
- Destination: Camarillo Airport (Camarillo, California)
- Money Moves:
- How about them Cowboys?
- It’s more than likely the famed NFL franchise owner, Jerry Jones, would sing you praises about the team and its prospects, but from what I’ve seen, things could be better (at least looking at recent seasons) in Cowboy Country.
- Perhaps this is why one of Mr. Jones’ private airplanes is out west; he and his team might be scouting some new talent in these regions, which could obviously be good for business if they made the right moves.
- Owner: Jimmy John Liautaud
- Date: 7/29/2023
- Origin: John C. Tune Airport (Nashville, Tennessee)
- Destination: Sawyer County Airport (Sawyer County, Wisconsin)
- Money Moves:
- This owner’s name might seem vaguely familiar and it really should.
- This is the founder of famed and largely beloved sandwich restaurant franchise, Jimmy John’s.
- While the company was wholly acquired by restaurant holding group, Inspire Brands, Jimmy John himself is likely still involved in the business and might be scouting new areas to franchise out some new locations.
- Owner: Walmart
- Date: 7/29/2023
- Origin: Rogers Executive Airport (Rogers, Arkansas)
- Destination: Austin Executive Airport (Pflugerville, Texas)
- Money Moves:
- Perhaps some of the members of Walmart’s executive team are looking to strengthen the company’s supply chain the lower half of Texas.
- This could potentially mean plotting down a new distribution center in the region or perhaps looking to further automate already existing facilities in the area.
- Owner: Norfolk Southern
- Date: 7/22/2023
- Origin: Fulton County Airport (Atlanta, Georgia)
- Destination: Salt Lake City International Airport (Salt Lake City, Utah)
- Money Moves:
- The strange thing is the fact that esteemed freight railroad operator, Norfolk Southern, doesn’t currently maintain any operations out West, let alone in Salt Lake City, Utah, at least, according to a territory map that is posted on the company’s website.
- Perhaps some of the company’s executives took a trip out to the region to bid on some new rail or maybe there is even a local railroad operator in the area that it has it eyes on so as to increase its market share in out West.
- Owner: Texas Instruments
- Date: 7/21/2023
- Origin: Tuscon International Airport (Tuscon, Arizona)
- Destination: McKinney National Airport (McKinney, Texas)
- Money Moves:
- With a rather substantial operational footprint in Tuscon, Arizona, some of Texas Instruments’ executives might be looking to expand its presence in the area, perhaps in terms of office space or perhaps in terms of semiconductor manufacturing facility space, as there is a fair amount of space and open land in and around Tuscon, Arizona, and in Arizona in general.
- Owner: CSX
- Date: 7/14/2023
- Origin: City of Colorado Springs Municipal Airport (Colorado Springs, Colorado)
- Destination: Jacksonville International Airport (Jacksonville, Florida)
- Money Moves:
- Headquartered in Jacksonville, Florida, CSX is one of the United States’ premier freight railroads and logistics operators.
- Being that one of the company’s corporate aircraft recently flew back from Colorado, some of the members of CSX’s executive team could be looking to bid on some territory in the region, especially given the fact that most of the company’s operations are concentrated on the eastern half of the United States.
- Owner: Mark Zuckerberg
- Date: 7/12/2023
- Origin: Truckee-Tahoe Airport (Truckee, California)
- Destination: Friedman Memorial Airport (Hailey, Idaho)
- Money Moves:
- Shopping for new real estate or perhaps looking for new places to plant new data centers?
- More than likely neither being that one of Meta Platform’s (originally Facebook) founders, Mark Zuckerberg’s jet took a trip to the region at the exact time the Allen & Company Sun Valley Conference is taking place.
- To us, this event is a fairly big deal, as many of the world’s leaders of the largest, most powerful companies come together and discuss a host of issues and, really, the future of technology.
- Owner: Walmart
- Date: 7/8/2023
- Origin: Chicago Midway International Airport
- Destination: Rogers Executive Airport (Rogers, Arkansas)
- Money Moves:
- The largest retailer in the world, Walmart, recently announced its plans to close its stores in Chicago, Illinois, which has, unfortunately, seen a continued exponential increase in crime and with that, a continued exodus of business, small and large, leaving the city.
- Perhaps some the company’s executives took a trip to continue the process of closing its operations in the region.
- Owner: Ilitch Holdings
- Date: 7/8/2023
- Origin: Oakland County International Airport (Waterford, Michigan)
- Destination: Aspen-Pitkin County/Sardy Field (Aspen, Colorado)
- Money Moves:
- The Ilitch family of Michigan is certainly known for a few things, including but not limited to owner of famed pizza franchise Little Caesars, steward (and also owner) of Detroit’s professional hockey team, the Detroit Red Wings and a few other notable assets in and around Michigan.
- Given that one of the group’s airplanes recently touched down in Aspen, Colorado, the Ilitch clan could be looking to expand their assets, perhaps looking to expand their pizza franchise in the region.
- Maybe not.
- Owner: Shell
- Date: 7/4/2023
- Origin: Farnborough Airport (Farnborough, England)
- Destination: Rotterdam The Hague Airport (Rotterdam, Holland)
- Money Moves:
- One of the world’s largest, most important oil and gas companies, Shell, is headquartered in London, England.
- Perhaps some of the members of the company’s executive team took a trip to check up on its operations in Holland, or perhaps looking to expand its operations in the region of where it was previously headquartered.
- Owner: Google
- Date: 7/1/2023
- Origin: Frankfurt Airport (Frankfurt, Germany)
- Destination: Salt Lake City International Airport (Salt Lake City, Utah)
- Money Moves:
- Google is a pretty large and powerful technology company, for those who don’t know.
- While it is best known for its operations as the world’s most popular search engine, the technology conglomerate also has operations in fields such as artificial intelligence, robotics, advertising and so much more, so much so that it makes sense that perhaps a few of its executives took a trip out to Germany.
- Given all of the recent hype surrounding artificial intelligence, the company has found a software company in the region that it is hoping to add to its already extensive, impressive portfolio.
- Owner: McDonald’s
- Date: 6/27/2023
- Origin: San Juan Luis Munoz Marin International Airport (Carolina, Puerto Rico)
- Destination: Pensacola International Airport (Pensacola, Florida)
- Money Moves:
- McDonald’s doesn’t really need any sort of introduction.
- It is what it is and one of the things that it isn’t is unpopular and local.
- Something the company might be is looking to expand and deepen its presence in the state of Florida as well as in Puerto Rico, as one of its corporate planes has been active in these regions recently.
- Owner: U-Haul
- Date: 6/20/2023
- Origin: Chicago Executive Airport
- Destination: General Mitchell International Airport (Milwaukee, Wisconsin)
- Money Moves:
- U-Haul is an undisputed leader when it comes to the mobile travel and moving space.
- Given that one of the company’s corporate airplanes recently took a trip slightly up north to Wisconsin, it could be the case that some of its executives are looking for a regional competitor to acquire, perhaps based near Milwaukee.
- Owner: Netflix
- Date: 6/17/2023
- Origin: Bob Hope Airport (Burbank, California)
- Destination: São Paulo/Guarulhos – Governor André Franco Montoro International Airport
- Money Moves:
- Netflix is a leader in the streaming industry.
- In addition to its big decisions related to password sharing recently, the company could be looking to further expand its presence in South America, specifically, Brazil, or it could be working on a film or perhaps a series (which could potentially draw in more revenues for the company).
- Owner: CBS
- Date: 6/15/2023
- Origin: Waterbury-Oxford Airport (Oxford, Connecticut)
- Destination: Paris-Le Bourget Airport (Paris, France)
- Money Moves:
- CBS is a major media company with a wide range of assets.
- Perhaps the company is looking to pick up some new assets across the pond over in France.
- Whether its a local media outlet in the region or a group of stations CBS has its sights set on, like the world, media is constantly changing and CBS might be doing something over in Europe to stay in front of the change curve.
- Owner: The Home Depot
- Date: 6/14/2023
- Origin: Fulton County Airport (Atlanta, Georgia)
- Destination: Chicago Midway International Airport
- Money Moves:
- Many of retailers, of all shapes and sizes, have been opting to flee areas where crime has seen a meaningful uptick.
- One of those areas certainly includes Chicago, Illinois, with Walmart cutting its exposure in the area, among many others.
- Atlanta-based Home Depot just might be next.
- Perhaps some of the company’s executives are in Chicago to see if and where they should close or relocate some of its stores in the region.
- Owner: Goldman Sachs
- Date: 6/8/2023
- Origin: Washington Dulles International Airport
- Destination: Teterboro Airport
- Money Moves:
- Goldman Sachs is one of the world’s most prominent investment banks, which, unsurprisingly, happens to be headquartered in where else but New York, New York.
- We deem one of the more likely reasons one of its corporate planes was near Washington D.C. was because a few of its executives were likely in talks or dealing with government officials or other legislators, perhaps pertaining to issues with financial regulation broadly or other dealings that haven’t been brought out of the dark yet.
- Owner: The Walt Disney Company
- Date: 6/5/2023
- Origin: Van Nuys Airport (Los Angeles, California)
- Destination: Shanghai Pudong International Airport (Shanghai, China)
- Money Moves:
- As most of us already know, The Walt Disney Company is one of the most valuable, recognized brands in the world with the media assets to prove it.
- From Pixar, Lucasfilm and Marvel Entertainment to a chunk of streaming service Hulu and famed sports network, ESPN, Disney has plenty of operations around the United States but also around the world.
- Perhaps a few of the company’s executives took a trip to China to expand its entertainment outlets in the region, maybe holding talks with government officials.
- Owner: Cigna
- Date: 6/3/2023
- Origin: San Francisco International Airport (San Francisco, California)
- Destination: Bradley International Airport (Hartford County, Connecticut)
- Money Moves:
- Headquartered in Bloomfield, Connecticut, Cigna is a managed healthcare company with operations across the globe.
- That being the case, perhaps one of the company’s corporate airplanes returned from the West Coast from renewing or perhaps establishing a new contract with one of the entities or organizations it works with in California.
- Owner: Comcast
- Date: 6/1/2023
- Origin: Rocky Mountain Metropolitan Airport (Broomfield, Colorado)
- Destination: Philadelphia International Airport (Philadelphia, Pennsylvania)
- Money Moves:
- Headquartered in Philadelphia, Pennsylvania, cable giant Comcast (which owns Xfinity among many other valuable assets) has some very stiff competition out in Colorado.
- Specifically, one of its fellow leaders in cable, WideOpenWest is headquartered in Denver, Colorado.
- Perhaps a few of Comcast’s executives took a flight out to see if it would be worth picking up and adding to the Comcast family of brands.
- Owner: JPMorgan Chase
- Date: 5/30/2023
- Origin: Ted Stevens Anchorage International Airport (Anchorage, Alaska)
- Destination: Shanghai Hongqiao International Airport (Shanghai, China)
- Money Moves:
- Sure, things have felt a little frothy and at times, flat-out scary in the US banking system in over the last handful of months.
- This might be one of the reasons one of JPMorgan’s airplanes was in China recently; to hedge and simultaneously increase its presence in Asia.
- Owner: Las Vegas Sands
- Date: 5/21/2023
- Origin: Austin-Bergstrom International Airport
- Destination: Macau International Airport (Macau, China)
- Money Moves:
- It makes sense that one of the world’s most storied, prominent casino and resort companies, Las Vegas Sands, took a trip from Austin, Texas to Macau.
- For one thing, a substantial portion of the company’s operations in the region and on the other side of this equation, casino resorts, of course, including Las Vegas Sands, are looking to legalize casinos in Texas.
- Owner: Dollar General
- Date: 5/16/2023
- Origin: Nashville International Airport (Nashville, Tennessee)
- Destination: Washington Dulles International Airport
- Money Moves:
- Theft has been an issue for businesses across the board, let alone humanity as a whole.
- In efforts to address this, perhaps some of Dollar General’s executives are in Washington D.C. to discuss ways in which it can combat crime with regulators and other government officials.
- Owner: Procter & Gamble
- Date: 5/8/2023
- Origin: Northwest Arkansas Regional Airport (Bentonville, Arkansas)
- Destination: Cincinnati Municipal Airport-Lunken Field
- Money Moves:
- We’re going to assume that consumer packaged goods (CPG) giant Procter & Gamble doesn’t find itself in Arkansas much, unless, of course, it is in town to meet with one of its most important retail partners, a little company based in Arkansas by the name of Walmart.
- Ever heard of ’em?
- Anyways, to us it is quite likely that one of P&G’s corporate planes took a trip to Arkansas to transport some of its executives to talk continued business with the retailer, or maybe perhaps discuss new ways in which the retailer can better position P&G’s in-store products for sales success.
- Owner: Portillo’s
- Date: 5/5/2023
- Origin: DuPage Airport (West Chicago, Illinois)
- Destination: Arlington Municipal Airport (Arlington, Texas)
- Money Moves:
- For those who aren’t as familiar with Portillo’s, it is a chain with its roots in Villa Park, Illinois that has been on an expansion tear since its founding in 1963, particularly in this current century.
- One of the regions the specialty hot dog, burger and chocolate cake shake company has penetrated is the great state of Texas, specifically, near the just as great town of Plano.
- Although the company already has a freshly established restaurant in the area, perhaps its executives have captured extraordinary results and are thus keen on continuing to plot down stores in the area, as it densely populated, near Dallas, Texas.
- Owner: PepsiCo
- Date: 5/5/2023
- Origin: Westchester County Airport (White Plains, New York)
- Destination: Fort Lauderdale Executive Airport (Fort Lauderdale, Florida)
- Money Moves:
- Given PepsiCo’s extensive (to say the least) network of products and brands under its corporate umbrella, it likely has an accordingly large amount of distributorships across the United States through which it move said products through its supply chain.
- Perhaps some of the company’s executives are in Florida to check up on some of its regional distribution partners to ensure that things are simply going well and that (cost) efficiency is high.
- Owner: Visa
- Date: 5/1/2023
- Origin: Athens International Airport (Athens, Greece)
- Destination: Chhatrapati Shivaji Maharaj International Airport (Mumbai, India)
- Money Moves:
- There is a lot of technological promise in India.
- This fact alone might be one of the reasons one of Visa’s airplanes recently took a trip to the country.
- Perhaps some of the members of the company’s executive team are looking at some of the emerging payment processing-related technology companies coming out of the country and maybe, is looking to acquire one or two of said companies.
- Owner: GEICO
- Date: 5/1/2023
- Origin: Dulles International Airport (Dulles, Virginia)
- Destination: Austin Executive Airport (Pflugerville, Texas)
- Money Moves:
- Owned by Warren Buffett’s Berkshire Hathaway, Government Employees Insurance Company, otherwise known as GEICO, is one of the largest nationwide automobile insurance companies.
- Given that of the company’s corporate airplanes recently touched down just outside of Austin, Texas, some of the members of its executive team likely took a trip to check on the operations of its insurance agents in the region.
- Owner: Procter & Gamble
- Date: 4/28/2023
- Origin: Eastern Iowa Airport (Cedar Rapids, Iowa)
- Destination: Cincinnati Municipal Airport-Lunken Field
- Money Moves:
- Being the consumer packaged goods (CPG) powerhouse that Cincinnati, Ohio-based Procter & Gamble is, this company’s executives likely do their fair share of traveling.
- In this particular case, we assume that a handful of the company’s executives took a trip to check up on the general operational efficiency at one of its manufacturing locations.
- Owner: Walmart
- Date: 4/25/2023
- Origin: St. Louis Downtown Airport (Cahokia, Illinois)
- Destination: Amsterdam Airport Schiphol
- Money Moves:
- From near the Illinois-Missouri border all the way to Holland.
- Weird.
- It doesn’t appear as though Walmart currently has any stores or other meaningful operations in the Netherlands, however, given that one of the company’s corporate jets recently touched in the heart of the Country, perhaps this could be changing soon.
- Owner: Kohlberg Kravis Roberts (KKR)
- Date: 4/24/2023
- Origin: New Orleans Lakefront Airport (New Orleans, Louisiana)
- Destination: Teterboro Airport
- Money Moves:
- When we think of major prospective private equity deals, we instantly think of New York (where KRR is headquartered), Paris, France, or other business hubs.
- New Orleans, Louisiana isn’t exactly at the top of our list, however, perhaps some of the members of KKR’s executive team see something that we don’t.
- Some of the private equity firm’s executives might be looking to strike a buyout deal with a medium-sized firm in the area.
- Owner: Family Dollar
- Date: 4/19/2023
- Origin: Norfolk International Airport (Norfolk, Virginia)
- Destination: Jacksonville International Airport (Jacksonville, Florida)
- Money Moves:
- Owned by Dollar Tree, Family Dollar is a specialty value-oriented retailer with around 8,200 locations in the United States.
- One of the company’s airplanes is in Jacksonville likely transporting its executives to the area to potentially ponder whether it should expand or contract its operations in the region.
- Owner: O’Reilly Automotive
- Date: 4/15/2023
- Origin: Spartanburg Downtown Airport (Spartanburg, South Carolina)
- Destination: Springfield-Branson National Airport (Springfield, Missouri)
- Money Moves:
- Spartanburg, South Carolina is likely O’Reilly’s bread and butter.
- Rural and filled with folks that care a great deal about tending to their automobiles.
- We suspect one of O’Reilly’s corporate planes was in the area to transport some of the company’s executives to check up on its operations in the region, perhaps considering expand its footprint in the great state of South Carolina.
- Owner: Union Pacific
- Date: 4/12/2023
- Origin: Eppley Airfield (Omaha, Nebraska)
- Destination: Long Beach Airport (Long Beach, California)
- Money Moves:
- Premier railroad and logistics company Union Pacific has had its fair share of issues in California, primarily involving theft.
- Perhaps some of the company’s executives took a flight down to meet with local law enforcement so as to hash out a few potential solutions to implement and protect the goods and equipment it hauls as well as the company’s train crews.
- Owner: Tyson Foods
- Date: 4/10/2023
- Origin: Northwest Arkansas Regional Airport (Bentonville, Arkansas)
- Destination: Groningen Airport Eelde (Eelde, Netherlands)
- Money Moves:
- Lo and behold, poultry domineer Tyson Foods (headquartered in Arkansas) is an international company, on top of being a staple in the United States.
- One of the company’s airplanes recently touched down in Holland likely to work with one of its distributors in the region or to perhaps expand its international footprint through pondering an acquisition of another poultry company in the area.
- Owner: Phillips 66
- Date: 4/6/2023
- Origin: Sarasota Bradenton International Airport (Sarasota, Florida)
- Destination: George Bush Intercontinental Airport (Houston, Texas)
- Money Moves:
- It’s no secret that major oil and gas companies are, at their own volition or due to regulatory mandates, dipping its beaks more and more into the green energy ink.
- This, from our vantage point, is the most likely reason one of Phillips 66’s jets took recently took a trip to Florida, as there is likely a company or two near Sarasota that has gotten the company’s attention and can help it make intentional moves in moving closer towards investing in green energy.
- Owner: Waffle House
- Date: 4/6/2023
- Origin: Dekalb-Peachtree Airport (Atlanta, Georgia)
- Destination: Sioux Falls Regional Airport (Sioux Falls, South Dakota)
- Money Moves:
- If you’ve never been to a Waffle House, you’ll want to check it out at your earliest convenience.
- Additionally, if you currently reside in Sioux Falls, South Dakota, you might just have the chance as one of Waffle House’s private planes recently touched down in the region, perhaps signaling that the company’s executive team is looking to plant down a few restaurants in the area.
- Owner: Labcorp
- Date: 4/3/2023
- Origin: Trenton-Mercer Airport (Mercer County, New Jersey)
- Destination: Raleigh-Durham International Airport (Morrisville, North Carolina)
- Money Moves:
- Headquartered in Burlington, North Carolina, Labcorp is one of the largest companies in the clinical lab testing industry.
- It is interesting that one of its airplanes found itself in the same neighborhood of where some of the largest drug companies are headquartered, such as Merck, Pfizer and Johnson & Johnson.
- Perhaps one of these pharmaceutical giants is looking to partially or potentially fully acquire Labcorp.
- Owner: Deere & Company
- Date: 4/3/2023
- Origin: Des Moines International Airport (Des Moines, Iowa)
- Destination: Hector International Airport (Fargo, North Dakota)
- Money Moves:
- It is a more than reasonable assumption that there is a lot of farming and other agricultural activity occurring in the great (and cold) state of North Dakota.
- This is likely one of the reasons one Deere & Company’s airplanes recently took a trip up north.
- Namely, some of Deere’s executives likely took a trip to meet with some of its regional dealers to discuss promoting some of the company’s new products, some of which it thinks will be particularly popular in and around Fargo, North Dakota.
- Owner: Constellation Energy
- Date: 4/3/2023
- Origin: Philadelphia International Airport (Philadelphia, Pennsylvania)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- Constellation Energy is one of the largest energy (utilities) distributors and managers in the United States.
- Perhaps one of its corporate airplanes took a trip to southern Texas to establish a stronger presence in the region, as one of its direct competitors, NRG Energy, is one of the more prominent players in the region.
- Owner: American Campus Communities
- Date: 3/29/2023
- Origin: Kissimmee Gateway Airport (Kissimmee, Florida)
- Destination: Austin Executive Airport (Pflugerville, Texas)
- Money Moves:
- Headquartered in Austin, Texas and recently bought out by prominent alternative asset manager Blackstone, American Campus Communities (ACC) is a real estate firm that develops and markets student housing complexes or in other words, apartments that host university students.
- This company has a sizable footprint in and around Austin, Texas, however, it appears as though the company is looking to develop more properties in Florida, perhaps to cater to local academic institutions such as the University of Central Florida.
- Owner: Airgas
- Date: 3/28/2023
- Origin: Dallas Love Field Airport (Dallas, Texas)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- Airgas (owned by Air Liquide) is one of the world’s largest industrial gas companies.
- It appears as though one of the company’s airplanes is taking some time to visit some of its industrial sites in the great state of Texas, perhaps touring to see how efficient its operations are and if it is considering whether or not sizable layoffs are necessary in the region.
- Owner: Kohler
- Date: 3/27/2023
- Origin: Hattiesburg Bobby L. Chain Municipal Airport (Hattiesburg, Mississippi)
- Destination: Sheboygan County Memorial Airport (Sheboygan Falls, Wisconsin)
- Money Moves:
- Little did we know that sink and other household material manufacturer Kohler was in the power-sphere.
- It’s especially strange given that the company has been in the power game since 1920.
- Some of the company’s executives likely took a trip down to one its (power) generator manufacturing sites in the Mississippi area.
- Owner: Nestle Purina PetCare
- Date: 3/27/2023
- Origin: Chicago Midway International Airport
- Destination: Spirit of St. Louis Airport (Chesterfield, Missouri)
- Money Moves:
- Headquartered in St. Louis, Missouri, Purina, owned by Nestle, is a leader in the pet food industry.
- Given that one of the company’s airplanes recently got back from Chicago, Illinois, some of the company’s executives might’ve taken a trip to pull some of its operations out of the area given the exponential increase in crime, as we have discussed and seen through other Follow The Money segments.
- Owner: Walmart
- Date: 3/27/2023
- Origin: Rogers Executive Airport (Rogers, Arkansas)
- Destination: Perot Field Fort Worth Alliance Airport (Fort Worth, Texas)
- Money Moves:
- The greater Dallas area is likely a rather busy one for Walmart.
- From stores to distribution centers, the company’s executive team has it work cut out for them in terms of managing the activity within this territory, and of course, the other thousands of stores and hundreds of distribution centers it operates.
- This is likely a cursory check trip on its operational efficiency in the region, probably performed by some of the members of Walmart’s executive team.
- Owner: Graeme Hart
- Date: 3/24/2023
- Origin: Auckland International Airport (Auckland, New Zealand)
- Destination: Christchurch International Airport (Christchurch, New Zealand)
- Money Moves:
- Not many in the United States are likely familiar with the man with the highest current financial net worth in New Zealand, Grame Hart.
- Hart is known for making his money through basically flipping business, snowballing a trucking business into another business the point where conglomerates and private equity-style deals were done and let’s just say that lead to billions being made in the process.
- Perhaps Hart is perusing his home country for more deals.
- Owner: Buc-ee’s
- Date: 3/21/2023
- Origin: Easterwood Airport (College Station, Texas)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- If you don’t know Buc-ee’s, you don’t know Texas.
- For those who sadly aren’t certified Texans, we’ll give you a pass this one time and tell you that Buc-ee’s is pretty much a humongous gas station with baked goods, brisket and voluminous bathrooms as far as the eye can see.
- While there are currently no locations in or directly around Austin, Texas, this might be changing soon as one of the founder’s private airplanes recently touched down in the area.
- Owner: Dillard’s
- Date: 3/21/2023
- Origin: Tampa International Airport (Tampa, Florida)
- Destination: Anderson Regional Airport (Anderson, South Carolina)
- Money Moves:
- Arkansas-based clothing retailer Dillard’s might be looking to expand its presence in Florida as well as South Carolina.
- Although the company already has a presence in both Tampa and South Carolina, the company’s executive team might have reason(s) to believe that there is some untapped potential that can be tapped into in these regions.
- Owner: PPG Industries
- Date: 3/20/2023
- Origin: Detroit Metropolitan Wayne County Airport (Detroit, Michigan)
- Destination: Allegheny County Airport (West Mifflin, Pennsylvania)
- Money Moves:
- It is pretty interesting to us that one of Sherwin-Williams’ most threatening competitors, PPG Industries along with one of its airplanes took a trip to near Sherwin-Williams‘ neck of the woods.
- While we think it would be a little farfetched for PPG to be acquired by Sherwin-Williams (due to antitrust concerns), the Pittsburgh-based company could be looking to nab some of Sherwin’s regional market share.
- Owner: Dow
- Date: 3/20/2023
- Origin: MBS International Airport (Freeland, Michigan)
- Destination: Newark Liberty International Airport
- Money Moves:
- Headquartered in Midland, Michigan, Dow, better previously known as Dow Chemical, is one of the world’s largest chemical producers.
- They are sort of a big deal.
- We take it that one of the company’s corporate jets took a trip to New Jersey to deliver some of the company’s executives to a meeting in the area, possibly regarding a round layoffs in the region.
- While this is pure speculation, Dow is a company that you want to keep tabs on when its name pops up in the headlines.
- It might even possible that the company is considering relocating its headquarters closer to New York as well.
- Owner: 3M
- Date: 3/20/2023
- Origin: St. Paul Downtown Airport (St. Paul, Minnesota)
- Destination: Cologne Bonn Airport (Cologne, Germany)
- Money Moves:
- In keeping with today’s inadvertent Minnesota-based companies theme, 3M is one of the state’s largest, likely most important companies in the area.
- Being quite ubiquitous in scale, it makes complete sense that one of the company’s airplanes has taken a trip to Europe, specifically, Germany.
- It is our opinion that its most likely that members of 3M’s executive team are eyeing an acquisition in Germany, perhaps of an industrial supplier or consumer goods company in the region, so as to extend its global presence, especially in Europe.
- Owner: Best Buy
- Date: 3/20/2023
- Origin: St. Paul Downtown Airport (St. Paul, Minnesota)
- Destination: Montreal-Pierre Elliott Trudeau International Airport (Quebec, Canada)
- Money Moves:
- Believe it or not, gargantuan electronics retailer Best Buy does indeed have stores in Quebec.
- Given that this is the case, it is quite likely (from our perspective) that some of the members of Best Buy’s executive team opted to take a trip to our upstairs neighbors and check the pulse on business operations in the Canadian market.
- Perhaps the company is looking to possibly divest from certain Canadian provinces or the Country altogether.
- On the other hand, maybe it is looking to expand its footprint in Canada.
- We think it would be a good idea to keep tabs on Best Buy and its operations in Canada moving forward, as any decisions made can without a doubt influence the company’s stock price.
- Owner: Starbucks
- Date: 3/20/2023
- Origin: King County International Airport-Boeing Field (Seattle)
- Destination: Phoenix-Mesa Gateway Airport (Mesa, Arizona)
- Money Moves:
- Headquartered in Seattle, Washington, it seems as though one of Starbucks’ corporate airplanes recently touched down in Arizona.
- With all of the hurdles that the company has had to overcome as it relates to its employees unionizing, we wouldn’t be all too surprised if some of the company’s executives flew down to engage with employees that are potentially going to unionize or threatening to do so.
- Owner: Caesars Entertainment
- Date: 3/19/2023
- Origin: Baton Rouge Metropolitan Airport (Baton Rouge, Louisiana)
- Destination: Harry Reid International Airport (Las Vegas, Nevada)
- Money Moves:
- It obviously all that shocking that one of the most acclaimed casino, resort and entertainment companies is taking trips to and from Las Vegas, Nevada.
- We’re talking about Caesars and not the pizza.
- One of the company’s planes took a trip to Louisiana, likely to transport some of its executives to check up on some of the properties it has in the region.
- Owner: Halliburton
- Date: 3/18/2023
- Origin: Near Sonora Municipal Airport (Sonora, Texas)
- Destination: Near Lake Charles Regional Airport (Lake Charles, Louisiana)
- Money Moves:
- Halliburton is one of the world’s largest hydraulic fracturing operators.
- This being the case, it makes sense that the company probably has some rather operations out in both Sonora, Texas and around Lake Charles, Louisiana.
- Some of the company’s executive members were likely on a trip to check up on operations in both regions, perhaps looking to adjust their overall output given the current state of oil and gas prices.
- Owner: Marriott International
- Date: 3/18/2023
- Origin: Scottsdale Airport (Scottsdale, Arizona)
- Destination: Manassas Regional Airport (Manassas, Virginia)
- Money Moves:
- Headquartered in Bethesda, Maryland (which happens to be pretty close to Manassas, one of the famed hotel chains airplane’s, owned by Marriott International, of course, likely took a few of executives to Arizona to either check up on some of its existing properties or perhaps to look for plots of land for new properties in the region.
- Owner: Altria
- Date: 3/18/2023
- Origin: Centennial Airport (Englewood, Colorado)
- Destination: Richmond International Airport (Sandston, Virginia)
- Money Moves:
- While we’ve analyzed one of Altria’s largest competitors in past stock analysis articles, we haven’t quite yet gotten to Altria itself.
- Headquartered in Richmond, Virginia, one of Altria’s private planes was likely transporting some of the company’s executives to discuss or perhaps negotiate a deal with some of Colorado’s relevant government officials, specifically regarding somewhat elevated taxes on cigarettes in Colorado.
- Owner: Costco
- Date: 3/17/2023
- Origin: St. George Regional Airport (St. George, Utah)
- Destination: King County International Airport-Boeing Field (Seattle)
- Money Moves:
- Let’s just get straight into it.
- One of Costco’s corporate airplanes recently took a trip from St. George, Utah, where it happens to have a store in the area.
- Some of the company’s executives likely took a quick trip to St. George in order to check up on one of its stores, perhaps even more drastically considering whether or not they should keep it open, expand in the region or even close down shop in St. George.
- Owner: Tyson Foods
- Date: 3/17/2023
- Origin: Northwest Arkansas National Airport (Highfill, Arkansas)
- Destination: Hutchinson Regional Airport (Hutchinson, Kansas)
- Money Moves:
- Poultry companies of all shapes and sizes have been plagued with avian flu, or more commonly known as bird flu.
- Tyson Foods, the largest poultry producer in the United States (and perhaps in the world) is obviously no exception.
- We think it is likely that one of the company’s planes took a flight to check on the status and safety of its production processes in hopes of containing and ensuring that avian flu doesn’t get more out of hand than it already has.
- The company is headquartered in Springdale, Arkansas.
- Owner: Norfolk Southern
- Date: 3/16/2023
- Origin: Chicago Midway International Airport
- Destination: Fulton County Airport (Atlanta, Georgia)
- Money Moves:
- Given the recent events involving railroad operator Norfolk Southern and its operations in and around Ohio, it makes sense to us that one of the company’s planes took a trip to an airport southwest of Chicago, as Norfolk Southern does have operations in the southern region of Illinois and northern region of Indiana.
- Perhaps some of the company’s executives took a trip to check on the current safety practices in the region so as to try preventing another tragedy, as Illinois isn’t at all that far from Ohio.
- Owner: Caterpillar
- Date: 3/16/2023
- Origin: Delaware County Airport (Delaware County, Indiana)
- Destination: General Downing-Peoria International Airport (Peoria, Illinois)
- Money Moves:
- Formerly headquartered in Peoria, Illinois, Caterpillar is setting up a new home in Irving, Texas.
- However, during this transition period it is likely that the company’s executive members take trips to and from the area.
- At any rate, we assume one of more likely reasons one of the company’s airplanes was near Muncie, Indiana to work on negotiating a new labor contract with its employees in the area, as the company has had some union-related dust-ups in recent history.
- Owner: Workday
- Date: 3/16/2023
- Origin: San Francisco International Airport
- Destination: Augusta Regional Airport (Augusta, Georgia)
- Money Moves:
- Workday is a leader in the human capital management (HCM) and human resources (HR) spaces, particularly as it relates to its extensive software capabilities and other offerings.
- Given the company’s relatively sizable client list, some of the company’s executives might be in the process of onboarding more clients in and/or around Augusta, Georgia.
- Some of the more notable companies and general organizations in the area include Hull Property Group, TaxSlayer, Club Car and a handful of others.
- Owner: Target
- Date: 3/15/2023
- Origin: Santa Maria Public Airport (Santa Maria, California)
- Destination: Minneapolis-Saint Paul International Airport
- Money Moves:
- Headquartered in Minneapolis, Minnesota, one of the world’s largest retailers, Target, might be looking to expand its presence in the more central region of California, as one of its corporate planes recently took a trip from the region back to its headquarters.
- Owner: Tilman Fertitta
- Date: 3/15/2023
- Origin: Santa Fe Regional Airport (Santa Fe County, New Mexico)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- First and foremost, we have no idea why one of Texas’ most affluent businessmen was in New Mexico.
- Frankly, it makes a little more sense as to why one of Fertitta’s planes touched down in Ausin, Texas recently.
- Specifically, we assume that Fertitta, the current owner of the famed sports franchise, the Houston Rockets, and dining conglomerate, Landry’s, he might be looking to plant a few of the latter’s restaurants down in Austin.
- Landry’s’ restaurant portfolio includes Del Frisco’s, Morton’s, Bubba Gump Shrimp, Saltgrass Steak House and many others.
- Owner: The Coca-Cola Company
- Date: 3/14/2023
- Origin: Dulles International Airport (Dulles, Virginia)
- Destination: Fulton County Airport (Atlanta, Georgia)
- Money Moves:
- We assume that there is a fair amount of lobbying involved in the soft drink and carbonated beverage spaces.
- This, to us at least, is one of the more likely reasons one of Coca-Cola’s private planes recently took a trip to Washington and subsequently went back to home to its home base in Atlanta.
- Owner: ExxonMobil
- Date: 3/13/2023
- Origin: DuPage Airport (West Chicago, Illinois)
- Destination: George Bush Intercontinental Airport (Houston, Texas)
- Money Moves:
- Although when one initially thinks of a major oil and gas company such as ExxonMobil they likely think of sprawling, flat fields out in West Texas (the Permian Basin), with miles of slow-moving refinery-type equipment extracting oil and other materials out of the ground, the company has other operations that the general public might not be aware of.
- For example, the company has refinery operations near Chicago, Illinois, in a town southwest of the city by the name of Joliet.
- Members of ExxonMobil’s executive team likely took a trip out to simply check up on its operations in the region.
- Owner: O’Reilly Automotive
- Date: 3/13/2023
- Origin: Springfield-Branson National Airport (Springfield, Missouri)
- Destination: Houston Hobby Airport (Houston, Texas)
- Money Moves:
- Headquartered in where else but Springfield, Missouri, O’Reilly Auto Parts is a massive player in the aftermarket automotive parts industry.
- We’ve written about one of the competitor’s in the past.
- One of the more likely reasons one of the company’s private airplanes took a trip to Houston, Texas is because it is looking to either expand or contract its presence in the region.
- Perhaps the recent uptick in crime in the region is causing the company and its executives to consider rethinking the current state of its operation in the area.
- Owner: JPMorgan Chase
- Date: 3/12/2023
- Origin: Doha International Airport (Doha, Qatar)
- Destination: Dubai International Airport (Dubai, United Arab Emirates)
- Money Moves:
- JPMorgan Chase is the largest bank in the United States and subsequently one of the largest banks in the world.
- With all of this recent uptick in news regarding Silicon Valley Bank (SVB) and its bank runs, banks of all shapes and sizes and their stocks are certainly the talk of the town.
- One of the reasons we think one of JPMorgan’s private planes is in the Middle East is its looking to expand its operations in the region, perhaps as a measure of diversifying its portfolio and ultimately, its risk.
- Owner: Apple Inc.
- Date: 3/12/2023
- Origin: Los Angeles International Airport
- Destination: Paris Airport-Le Bourget
- Money Moves:
- Have you ever heard of Apple?
- It just happens to be one of the most valuable companies in the world, reportedly accounting for one billion active iPhones, Apple might be looking to expand its overseas retail presence in Europe.
- This might be why the company’s corporate airplane recently touched down near Paris.
- While we assume that the company has a pretty strong presence in the region, at least, relative to the competition, it might be trying to nip away more at its competitor’s share by plotting more of its sleek, open concept stores in and around Paris.
- Owner: The Home Depot
- Date: 3/10/2023
- Origin: Louisville Muhammad Ali International Airport (Louisville, Kentucky)
- Destination: Fulton County Airport (Atlanta, Georgia)
- Money Moves:
- Headquartered in Atlanta, Georgia, The Home Depot is one the largest big-box, home improvement retailer in the world.
- Although some might just feel the sudden urge to take a trip to Kentucky, one of the more likely reasons one of Home Depot’s corporate jets took a trip to meet with one of its suppliers, perhaps to reestablish a contract or check on operations.
- Owner: Chevron
- Date: 3/10/2023
- Origin: Sugar Land Regional Airport (Sugar Land, Texas)
- Destination: Oakland International Airport (Oakland, California)
- Money Moves:
- Chevron is one of the few major energy companies that isn’t headquartered in Houston, Texas.
- From our perspective, the company either has some rather small-scale production or refinery operations in the region or it is looking for a new corporate home, just outside of the energy capital of the world, Houston, Texas.
- This would make sense, as it is highly likely that the company views being domiciled in California has become too expensive (namely, due to taxes) and it might make a lot more sense to move closer to the competition and to a more corporate tax-friendly state, such as Texas.
- Owner: Walmart
- Date: 3/10/2023
- Origin: Rogers Executive Airport (Rogers, Arkansas)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- It feels like we’ve been writing a lot about Walmart’s corporate airplanes taking frequent trips from Arkansas (where the company is headquartered) to Austin, Texas.
- As the company has recently announced that it will be closing up shop in Portland, Oregon due to theft, we would be far from surprised if the company was potentially looking to incrementally inch its way out of Austin, as crime in the area is seemingly growing and it is likely in Walmart’s (and other retailers or business owners for that matter) to provide goods and services in areas that aren’t saturated with bad actors.
- Owner: PepsiCo
- Date: 3/10/2023
- Origin: Near Toluca, Mexico
- Destination: Addison Airport (Addison, Texas)
- Money Moves:
- As one of its prime subsidiaries, Frito-Lay, is headquartered in Plano, Texas (which is very close to Addison), one of PepsiCo’s corporate planes recently took a trip to Mexico.
- With many, and we mean many specialized brands and differentiated packaging thereof in Mexico, a few of PepsiCo’s executives (perhaps from its Frito-Lay division) likely took a trip to the region to see how they can better target their customers south of the border when it comes to chips, specifically Lay’s.
- Additionally, it’s also possible that the company is looking to either expand or contract its operations in the area, perhaps to hedge itself against macroeconomic headwinds.
- Owner: BNSF Railway
- Date: 3/10/2023
- Origin: Austin-Bergstrom International Airport
- Destination: Fort Worth Meacham International Airport (Fort Worth, Texas)
- Money Moves:
- Owned by Berkshire Hathaway, BNSF Railway is one of the largest railroad logistics networks in the United States of America.
- Headquartered in Fort Worth, Texas, one of the company’s corporate airplanes recently took a trip down to Austin, Texas.
- From our vantage point, we assume this trip might’ve involved a few of BNSF’s executives looking to increase its network capacity by negotiating some sort of agreement to use some of the tracks in and around Austin.
- Owner: Wesley Edens
- Date: 3/09/2023
- Origin: Jack Brooks Regional Airport (Near Beaumont, Texas)
- Destination: Teterboro Airport
- Money Moves:
- Wes Edens is a man of many business interests.
- From ownership in sports franchises (including NBA franchise, the Milwaukee Bucks and historic overseas soccer club, Aston Villa), stateside and abroad, to ownership of prominent, publicly traded energy infrastructure company, New Fortress Energy, Edens has a rather diversified portfolio.
- We assume this Follow The Money segment can be attributed to New Fortress possibly looking to be acquired by a larger energy company, as there is certainly no such shortage of these in and around Houston, Texas.
- It could also be the case that Edens and New Fortress are looking to expand its own operations in and around the region, perhaps between Houston and Galveston, which is near the Gulf of Mexico, where a lot of offshore (drilling) activity is performed.
- Owner: Valero Energy
- Date: 3/10/2023
- Origin: San Antonio International Airport
- Destination: Scholes International at Galveston Airport
- Money Moves:
- Headquartered in San Antonio, Texas, Valero is a staple in the energy space, particularly, its major role in what is called the downstream process, which typically involves refineries.
- With somewhere in the neighborhood of 15 refineries, the company could be looking to beef up its petrochemical capabilities just south of Texas, perhaps offshore in the Gulf of Mexico.
- Owner: Verizon
- Date: 3/9/2023
- Origin: Leesburg Executive Airport (Leesburg, Virginia)
- Destination: Morristown Airport (Hanover, New Jersey)
- Money Moves:
- First and foremost, Leesburg, Virginia is practically a stone’s throw away from Washington D.C.
- Additionally, for a seasoned, ubiquitous telecommunications company such as Verizon, it isn’t all that surprising that one of its corporate airplanes recently took a trip to near The Capitol.
- Perhaps some of the company’s executives took a trip to meet with some of its lobbyists or other politicians in order to obtain some favorable legislation, as the telecommunications sector is particularly regulated.
- Owner: AT&T
- Date: 3/8/2023
- Origin: Dallas Love Field Airport (Dallas, Texas)
- Destination: Teterboro Airport
- Money Moves:
- By revenue, AT&T is the largest telecommunications company in the world, for those who weren’t aware.
- Additionally, for those who weren’t aware, crime is becoming a serious problem in the business world, let alone the world in general.
- It has been the reason that businesses of all shapes and sizes have relocated their domiciles elsewhere, as has been the case in Chicago, Illinois, as highlighted in previous Follow The Money segments below.
- This might be one of the reasons one of AT&T’s corporate airplanes took a trip to the East Coast, so as to potentially close some of its brick-and-mortar locations in the region.
- Owner: Stanley Druckenmiller
- Date: 3/8/2023
- Origin: Marana Regional Airport (Marana, Arizona)
- Destination: Teterboro Airport
- Money Moves:
- Famed hedge fund manager, Stanley Druckenmiller, who helped George Soros profit handsomely from the collapse of the British Pound, apparently (as of mid-February) owns a 1.58% stake in prominent mining company (headquartered in Phoenix, Arizona), Freeport-McMoRan.
- Perhaps Druckenmiller recently took a trip out towards the West Coast to meet with some of the company’s executives so as to get a glimpse of whether or not his investment is working for or against him.
- Owner: Kohlberg Kravis Roberts (KKR)
- Date: 3/6/2023
- Origin: Los Angeles International Airport
- Destination: Norman Y. Mineta San Jose International Airport (San Jose, California)
- Money Moves:
- At its core, Kohlberg Kravis Roberts is a world class private equity firm.
- Although it most well known for its work in the leveraged buyout (LBO) market, the firm has other capabilities that are worth noting.
- As it particularly relates to this Follow The Money segment, it is most likely, from our perspective, that one of the firm’s airplanes took a trip out to the West Coast (KKR is headquartered in New York) to get a fresh look at the work being done in its offices in Menlo Park and/or San Francisco, where it focuses on credit as an asset class.
- Owner: Raytheon Technologies
- Date: 3/6/2023
- Origin: Near Riyadh, Saudi Arabia
- Destination: Seletar Airport (North-East Region, Singapore)
- Money Moves:
- Raytheon is a premier defense company headquartered in Arlington, Virginia (yes, conveniently located near Washington D.C.), it isn’t all that surprising to see one of the company’s private planes somewhere in a continent far, far away.
- Although this is likely just business as usual for a company such as Raytheon that is well known for selling military weapons, combat aircraft and other technologies that are typically used in conflicts of all shapes and sizes.
- Could there be some geopolitical threats brewing in the Far East?
- Owner: Walmart
- Date: 3/5/2023
- Origin: Haneda Airport (Near Tokyo, Japan)
- Destination: Rogers Municipal Airport (Rogers, Arkansas)
- Money Moves:
- Adding or subtracting.
- We think it’s one and not the other with one of Walmart’s corporate planes recently coming back from a trip from Japan.
- Particularly, given the current state of the economy we think it is more likely that Walmart is looking to cease its operations in Japan.
- In fact, the company has reportedly had its fair share of struggle within the Japanese market.
- It might just make more sense for the company to completely divest at this point.
- Owner: ExxonMobil
- Date: 3/3/2023
- Origin: Shannon Airport (County Clare, Republic of Ireland)
- Destination: Dallas Love Field Airport (Dallas, Texas)
- Money Moves:
- Given the inherent ubiquity ExxonMobil has, it’s not all that surprising that of all of the places the company has extensive operations, Ireland is no exception.
- Apparently, the company owns a joint distribution terminal in the region along with fellow oil and gas giant, Valero.
- This is likely the primary reason why one of the company’s planes recently took a trip out to Ireland.
- Specifically, some of the company’s executives probably performed checks in the region given the state of supply and demand in the region as well.
- Owner: Procter & Gamble
- Date: 3/3/2023
- Origin: Boston Logan International Airport
- Destination: Cincinnati Municipal Airport-Lunken Field
- Money Moves:
- Did you know that Procter & Gamble happens to have a World Shaving Headquarters?
- It makes sense that the company owns premier shaving company Gillette.
- Incidentally, the company’s Shaving Headquarters is in Boston, Massachusetts.
- Given that one of the company’s corporate planes recently took a trip to Boston, some of its executive members could be performing a cursory check on its operations in the shaving category or perhaps is looking to cut some jobs in the region.
- Both of these are assumptions but nevertheless we think they could both be real possibilities.
- Owner: FedEx
- Date: 3/3/2023
- Origin: Memphis International Airport
- Destination: Baton Rouge Metropolitan Airport (Baton Rouge, Louisiana)
- Money Moves:
- Talk of layoffs and restructurings have been far from scarce, as the current state of the national and global economies has become exponentially frothier.
- As no industry is completely immune to layoffs or other byproducts of economic hardship, many in the logistics sector might be looking for ways to cut some costs.
- FedEx is a leader in the logistics and freight industry.
- As the company has a Ship Center in Baton Rouge, some members of the company’s executive team might be in the process of looking to cut some costs in Louisiana, which could mean jobs.
- Owner: H-E-B
- Date: 3/1/2023
- Origin: Houston Hobby Airport (Houston, Texas)
- Destination: San Antonio International Airport (San Antonio, Texas)
- Money Moves:
- If you don’t know about H-E-B, it is sort of a big deal down in Texas.
- To keep a long story short, H-E-B (which stands for Howard E. Butt, the initials of the current CEO and heir to the H-E-B fortune), is a privately held grocery chain with its operations predominantly in Texas.
- Given the recent private plane’s travel history, Butt and his company could be looking to further expand its operations in and around Houston in ultimate hopes of nipping at away at the current regional market share held by larger national chains such as Walmart and Kroger.
- The company is headquartered in San Antonio, Texas.
- Owner: Union Pacific
- Date: 3/1/2023
- Origin: Dulles International Airport (Dulles, Virginia)
- Destination: San Antonio International Airport (San Antonio, Texas)
- Money Moves:
- There has been a lot of incredibly devastating, unexpected news coming out of the railroad industry in recent history.
- Although most of it has surrounded railroad and logistics operator, Norfolk Southern, we assume other major railroads are looking to tighten up their safety standards, especially as they relate to the events that have recently transpired.
- If this is the case and happens to be the reason one of Union Pacific’s corporate planes touched down in San Antonio, then it is our opinion that shareholders in the company have something to look forward to in the long run in terms of reasonably expecting gradual share price appreciation.
- This could also have something to do with the fact that the company’s plane was coming from near D.C..
- Owner: Sherwin-Williams
- Date: 3/1/2023
- Origin: Waco Regional Airport (Waco, Texas)
- Destination: Dallas Love Field Airport (Dallas, Texas)
- Money Moves:
- It appears as though one of Sherwin-Williams’ airplanes is on some sort of Texas-focused road trip.
- Perhaps members of the company’s executive team are looking to find a tax-friendly, rural space to build out a new facility or manufacturing plant.
- While we obviously can’t say for sure, there might be a not too remote possibility that the company is exploring relocating its headquarters, possibly due to reasons related to crime, taxes or maybe a mixture of many factors.
- Owner: UnitedHealth Group
- Date: 3/1/2023
- Origin: Ronald Reagan Washington National Airport (Arlington, Virginia)
- Destination: Nashville International Airport (Nashville, Tennessee)
- Money Moves:
- We don’t see a plethora of reasons, at least that instantly come to mind, as to why one of UnitedHealth Group’s corporate airplanes recently took a trip and touched down in Nashville, Tennessee.
- Of course, other than the possibility of it looking to acquire healthcare facilities operator HCA Healthcare, which just happens to be headquartered in Nashville.
- After recently closing a deal with in-home healthcare provider LHC Group, UnitedHealth Group could be on the hunt for yet another major acquisition and HCA might just be the target.
- Owner: Texas Instruments
- Date: 2/28/2023
- Origin: Gimpo International Airport (Near Seoul, South Korea)
- Destination: Haneda Airport (Near Tokyo, Japan)
- Money Moves:
- Semiconductor chips are sort of a big deal in Texas Instruments’ line of business.
- Namely, in terms of overall market share (in terms of revenue) of a most recently reported figure of 3.1%.
- It may not seem like a lot, but trust us, it’s a lot, as the semiconductor industry is a deep and vast one.
- One of the company’s corporate airplanes likely took a recent trip from South Korea to Japan to possibly acquire one of its smaller, regional competitors.
- Owner: Parker Hannifin
- Date: 2/28/2023
- Origin: Oakland County International Airport (Waterford Township, Michigan)
- Destination: Cleveland Hopkins International Airport (Cleveland, Ohio)
- Money Moves:
- No, contrary to what one might initially believe, Parker Hannifin is not the name of some swanky law firm in Cleveland.
- Rather, it’s the name of Cleveland, Ohio-based engineering technology firm that specializes in motion and control technologies.
- We think one of the company’s airplanes took a quick trip across the great state of Michigan in order to hop over to a meeting with one of its distributors or perhaps check up on one of its operations facilities.
- Owner: Adobe
- Date: 2/28/2023
- Origin: Athens International Airport (Athens, Greece)
- Destination: Chhatrapati Shivaji Maharaj International Airport (Mumbai, India)
- Money Moves:
- What just might be a luxurious executive vacation could also perhaps be a refueling layover in Greece on the way to the company’s trip to meet with a company it might be looking to acquire.
- Your guess is as good as ours.
- Illustration software leader Adobe might be on its way to iron out some of the details regarding picking up a start-up or two in India.
- Mature software businesses like Adobe rely heavily on growth through the acquisition of smaller, sleeker companies to stay ahead of the technological curve and that might just be the main reason one of the company’s corporate planes recently took a trip to India.
- Owner: Walmart
- Date: 2/27/2023
- Origin: Rogers Municipal Airport (Rogers, Arkansas)
- Destination: Norman Y. Mineta San Jose International Airport (San Jose, California)
- Money Moves:
- If you haven’t heard, Walmart cut ties with DoorDash and has since focused on its own in-house independent contract delivery service, Spark.
- Spark is a new channel through which consumers can have goods and necessities of all sorts from Walmart delivered to their doorstep.
- We assume that one of the company’s corporate airplanes made a trip to deliver some of its executives, perhaps to meetings with their app development team, which we guess would be in where else but near Silicon Valley.
- Owner: Canadian Pacific
- Date: 2/21/2023
- Origin: Palm Beach International Airport (West Palm Beach, Florida)
- Destination: Calgary International Airport (Calgary, Alberta, Canada)
- Money Moves:
- It actually does appear to be the case that birds do fly south for the winter.
- At least, this seems to be the case with one of Canada’s premier railroad companies, Canadian Pacific.
- It’s also worth noting that Canadian Pacific is apparently in the process of buying rival railroad operator Kansas City Southern.
- Oddly enough, it doesn’t seem as though either of the companies have operations in or around Florida.
- This being the case, this might just be the early innings of Canadian Pacific acquiring yet another railroad in order to expand its current geographical footprint.
- Owner: Michael Dell
- Date: 2/20/2023
- Origin: Indira Gandhi International Airport (New Delhi, India)
- Destination: Near Velana International Airport (Malé, Maldives)
- Money Moves:
- Dell Technologies has a substantial number of operations in India.
- This likely has something to do with the company’s founder and CEO’s airplane being in the area as of recent.
- One of the main reasons we assume Dell could be in the area is potential widespread international layoffs within the company.
- As other technology companies such as Google have been in the news regarding the implementation of widespread, global layoffs, it wouldn’t surprise in the slightest if Dell followed suit.
- Owner: Humana
- Date: 2/19/2023
- Origin: Louisville Muhammad Ali International Airport (Louisville, Kentucky)
- Destination: Burlington International Airport (Burlington, Vermont)
- Money Moves:
- If you’re in the market for dental insurance in Vermont, seasoned health insurance company Humana might just be able to help you out.
- In need of Medicare assistance? Humana can seemingly give you a hand on that front as well.
- There are a plethora of reasons why one of Humana’s private planes recently touched down in Burlington, Vermont.
- For one, the company could be eyeing a smaller health insurance company in the area, potentially looking to fully acquire it.
- However, we think the more likely scenario is that some of the company’s executives are in the neighborhood checking up on its operations.
- Owner: Steven Spielberg
- Date: 2/16/2023
- Origin: Columbus Airport (Columbus, Georgia)
- Destination: Teterboro Airport
- Money Moves:
- For those who weren’t aware, Big Movie is Big Business, more times than not.
- At least, that’s historically been the case for renowned billionaire screenwriter, producer and director Steven Spielberg.
- Simply put, Spielberg and his entertainment production company, Amblin Entertainment, might be in the process of working on a new project out in Columbus, Georgia.
- Why should investors care?
- Well, if the hypothetical movie, depending upon its success, could quite possibly move the share prices of those who host in theatres (AMC, Cinemark and others) on their streaming platforms.
- For instance, think of companies like Netflix, The Walt Disney Company (through Hulu, among many others.
- Owner: Honeywell
- Date: 2/16/2023
- Origin: Dulles International Airport (Dulles, Virginia)
- Destination: Phoenix Sky Harbor International Airport (Phoenix, Arizona)
- Money Moves:
- Honeywell is a company with a substantial number of operations across the globe.
- One of the company’s more intensive operations lie within its aerospace division, which is headquartered in Arizona.
- As it relates to why one of Honeywell’s corporate planes took a trip from near Washington D.C., it could be that Honeywell’s aerospace branch is looking to pick up a subsidiary and is in the process of trying to obtain preliminary regulatory approval, or possibly trying to nab a contract with the government.
- Those are our guesses, anyways.
- Owner: American Express
- Date: 2/15/2023
- Origin: Toronto Pearson International Airport (Ontario, Canada)
- Destination: New York Stewart International Airport (Orange County, New York)
- Money Moves:
- For those who aren’t well acquainted with American Express, it is a payments company that distributes to solutions such as credit cards, debit cards and a host of other specialty cards.
- Headquartered in where else but New York, American Express could potentially be looking to either further expand its Canadian operations or perhaps even be in the mood to buy a Canadian payment solutions company or digital payment technology company in the region.
- Owner: Eli Lilly and Company
- Date: 2/15/2023
- Origin: Teterboro Airport
- Destination: Indianapolis International Airport (Indianapolis, Indiana)
- Money Moves:
- Indiana-based pharmaceutical behemoth Eli Lilly could’ve recently taken a trip to New York for a multitude of reasons.
- One of which includes something that is far from foreign in the pharmaceutical industry; a potential acquisition.
- Companies as seasoned and large as Eli Lilly heavily rely on acquiring smaller yet promising biotechnology companies in order to stay competitive.
- Eli Lilly might just be in the beginning of this process given one of its corporate plane’s recent travel data.
- Owner: CSX
- Date: 2/15/2023
- Origin: Teterboro Airport
- Destination: Jacksonville International Airport (Jacksonville, Florida)
- Money Moves:
- Headquartered in Jacksonville, Florida, premier freight railroad logistics company CSX, more specifically, some of the members of its executive team seemingly took a recent trip to the Big Apple.
- This could be for a handful of reasons, one of which could be that the company is working with some high-powered lawyers and/or legislators in order to make some progress in the early phases of what might just be an acquisition.
- Yes, this is pure speculation on our part, however, getting ahead of the news, if it were to come into fruition, could present an opportunity for our risk arbitrage crowd.
- Owner: Jeff Bezos
- Date: 2/14/2023
- Origin: Austin-Bergstrom International Airport
- Destination: Paris Airport-Le Bourget (Paris, France)
- Money Moves:
- Yes, Amazon has a presence in France and although the founder of the company, Jeff Bezos isn’t CEO anymore, he is currently the company’s executive chair.
- This being the case, Bezos and a few other Amazon executives could be taking a luxurious Parisian vacation or could be looking to either expand or contract its operations, namely labor, in the area.
- We think if this were to be the case, the latter would be more the more likely scenario as tech companies across the board have been laying off chunks of their respective workforces, Google reportedly laying off 12,000 employees globally.
- Unfortunately, we would be far from surprised if this was the last of layoffs.
- Owner(s): Lowe’s, Kohl’s, Sherwin-Williams, eBay, Las Vegas Sands, Robert Kraft, Dollar Tree, Koch Industries, Elon Musk, Walmart, State Farm, Honeywell, The Walt Disney Company, Shaw Communications, the CoStar Group, Jim Irsay, Jerry Jones, Rupert Murdoch, Zygi Wilf and so many more.
- Date: 2/12/2023
- Origin(s): Varied
- Destination(s): Phoenix, Arizona (multiple airports in the area)
- Money Moves:
- We figured it would be easier this way.
- Rather than individually segmenting each individual or business in attendance for Super Bowl LVII, we opted to consolidate the guests’ airplanes into one Follow The Money segment.
- First of all, it’s pretty clear that businesses all around the United States (and the world for that matter) like watching the Big Game.
- While this in itself isn’t that interesting, it goes to show that there are a lot of interests, such as major corporations, outside of the two teams competing for the championship, with tangible, financial interests.
- From owners of football franchises that aren’t even competing in the Super Bowl to businesses running ads during the event, business and sports clearly aren’t mutually exclusive.
- Owner: Pfizer
- Date: 2/11/2023
- Origin: Raleigh-Durham International Airport (Morrisville, North Carolina)
- Destination: Trenton-Mercer Airport (Mercer County, New Jersey)
- Money Moves:
- One of Pfizer’s vaccine manufacturing sites is located in Sanford, North Carolina.
- We deem that it is most likely that some members of the company’s executive team took a trip to simply check up on its operations in the area, particularly in Sanford.
- As many have claimed that there are only going to be more pandemics moving forward, COVID-19-related or not, this is likely a season in which many major pharmaceutical companies, of course, including Pfizer are looking to develop potential treatments in viruses that have yet to fully emerge.
- Owner: McDonald’s
- Date: 2/10/2023
- Origin: Burbank Airport (Burbank, California)
- Destination: Waukegan National Airport (Waukegan, Illinois)
- Money Moves:
- Although we unfortunately can’t verify whether or not Ronald McDonald himself was on the company’s plane during this trip, this segment of Follow The Money can still be interesting.
- As we have mentioned in a previous segment, many large businesses and corporations are moving their headquarters from Chicago elsewhere, likely due to the increasing crime in and around the city and perhaps the comparably high tax rates in Illinois as well.
- Companies such as Caterpillar, Boeing and Ken Griffin’s hedge fund Citadel are moving to places with seemingly less crime overall and that are more friendly towards businesses.
- We wouldn’t put it past McDonald’s to be shopping for a new corporate home.
- This recent trip from California to a town in northern Illinois could indicate that the company is still on the hunt for a new place to call home that isn’t littered with issues.
- Near Disney’s headquarters or a few hours northeast of where it is currently headquartered might be some good candidates.
- Owner: Johnson & Johnson
- Date: 2/9/2023
- Origin: Laurence G. Hanscom Field (Bedford, Massachusetts)
- Destination: Teterboro Airport
- Money Moves:
- Johnson & Johnson is a huge pharmaceutical company that has apparently been working on getting bigger.
- For instance, the company recently announced that it will be looking to formally acquire prominent medical device company, Abiomed.
- However, Johnson & Johnson has plenty of other (financial) resources that allow it to not just stop at Abiomed, but to perhaps expand its horizons in order to continue growing the company (and ultimately shareholder value) for years and decades to come.
- That’s why we wouldn’t put it past the company to consider fully acquiring smaller but growth-oriented Massachusetts-headquartered biotechnology and pharmaceutical company, Moderna.
- As many across the board have strongly implied that there are only more and more pandemics and other health emergencies to come after the brunt of COVID-19, Johnson & Johnson might be looking to prepare for itself an opportunity to get ahead and buyout one of the most prominent COVID-19 vaccine distributors, Moderna.
- Owner: Keurig Dr Pepper
- Date: 2/9/2023
- Origin: Morristown Airport (Hanover, New Jersey)
- Destination: Laurence G. Hanscom Field (Bedford, Massachusetts)
- Money Moves:
- Headquartered in Burlington, Massachusetts, Keurig Dr Pepper doesn’t get nearly as much media attention as does its comparably stronger and more ubiquitous competitor, The Coca-Cola Company.
- Let’s give Keurig Dr Pepper some spotlight, shall we?
- One of the company’s corporate airplanes recently took a trip near New Jersey, specifically, Morristown.
- The company appears to be hiring on all cylinders, at least, according to its website, which can very well be a reason some of the company’s executives were in the region.
- Namely, the labor markets have fluctuated quite rapidly over the past year’s span of time, making it rather difficult to guess whether or not the company is looking to cut some jobs or go on a hiring spree in the area, however, this goes to show that development in jobs numbers can be worth checking up on once in a while.
- Owner: World Wrestling Entertainment (WWE)
- Date: 2/6/2023
- Origin: Orlando Executive Airport (Orlando, Florida)
- Destination: Westchester County Airport (White Plains, New York)
- Money Moves:
- There have been many recent rumblings that World Wrestling Entertainment, better known as the WWE is getting put up for sale.
- This historic 44 year old wrestling franchise being put up for sale would be a huge deal and we can think of a handful of companies that might be interested in fully acquiring the staple, The Walt Disney Company certainly being one of them.
- Namely, Disney, at least from our point of view has been fledgling in growing its business in recent years and the WWE could act as the catalyst Disney needs to pick itself back up again and get back to innovating and exciting its shareholders.
- Although The Walt Disney Company isn’t headquartered in Orlando, it does maintain substantial operations in the area and members of WWE’s executive team could’ve made a trip down to Florida to potentially talk about a deal with Disney.
- Owner: Mark Cuban
- Date: 2/6/2023
- Origin: Teterboro Airport
- Destination: Dallas Love Field Airport (Dallas, Texas)
- Money Moves:
- In previous Follow The Money archives, we have discussed the fact that Big Football can mean Big Business.
- Basketball is certainly not an exception.
- Specifically, it was recently announced that NBA superstar and former Brooklyn Nets point guard Kyrie Irving is taking his talents from the Big Apple to Dallas, namely, the Dallas Mavericks, which is owned by Shark Tank superstar and famed tech entrepreneur, Mark Cuban.
- This transaction alone is likely to push the valuation of the Mavericks a few notches upward.
- Owner: Lowe’s
- Date: 1/30/2023
- Origin: Prescott Regional Airport (Yavapai County, Arizona)
- Destination: Charlotte Douglas International Airport (Charlotte, North Carolina)
- Money Moves:
- One of Home Depot’s most threatening competitors, Lowe’s has been making major moves in its efforts to prevent what is known to retailers as “shrink” but what is known among the masses as in-store theft.
- For those who haven’t been keeping tabs on the matter in recent months, this has become a major issue for retailers of all sorts.
- This could likely be on of the reasons one of Lowe’s corporate airplanes recently took a trip out west.
- The company’s executive team is likely expanding its current theft prevention pilot program across the country, perhaps in areas that are particularly known for thievery.
- From a prospective shareholder’s perspective, Lowe’s is making the right moves, as theft impacts retailers and its customers that don’t steal.
- Owner: Koch Industries
- Date: 1/30/2023
- Origin: Wichita Dwight D. Eisenhower National Airport (Wichita, Kansas)
- Destination: Fulton County Airport-Brown Field (Fulton County, Georgia)
- Money Moves:
- Koch Industries, headed by Charles Koch is a conglomerate’s conglomerate.
- Being one of the largest private companies in the world, Koch Industries is home to a few different companies and brands, one of which includes Atlanta, Georgia-based Georgia-Pacific.
- Koch Industries, however, is headquartered in Wichita, Kansas, accounting for both the origin and destination for this Follow The Money segment.
- This being the case, this is likely a routine trip for some of Koch’s executive members, checking up on operations for one of their main subsidiaries.
- Owner: Deere & Company
- Date: 1/27/2023
- Origin: Conroe-North Houston Regional Airport (Conroe, Texas)
- Destination: Quad City International Airport (Moline, Illinois)
- Money Moves:
- As we have seen time and time again and even discussed in some of our previous Follow The Money archives, Chicago and Illinois as a whole isn’t presently viewed as the most business-friendly city or state in this day and age.
- With companies such as Boeing, Tyson, Caterpillar and others fleeing the state, some of which moving their headquarters entirely out of the state, Deere might just be next.
- Subsequently, as Texas is widely considered to still be a corporation-friendly operating landscape, we might just be in the early innings of Deere & Company relocating, perhaps to a town just north of Houston by the name of Conroe, Texas.
- Owner: FedEx
- Date: 1/25/2023
- Origin: Fort Worth Meacham International Airport (Fort Worth, Texas)
- Destination: Austin Executive Airport (Pflugerville, Texas)
- Money Moves:
- A lot of technology companies have been cutting down their workforces dramatically.
- However, we at MacroHint don’t think that this phenomenon will be contained in the technology sector, but other sectors as well.
- Given that one of FedEx’s corporate airplanes recently took a trip to Pflugerville, Texas (just north of Austin, Texas), members of the company’s executive team could be looking for areas in which they can cut some costs by potentially cutting certain operations and ultimately, jobs.
- While this is pure speculation on our part, investors would be wise to keep their eyes on the labor market from both the employee and employer perspectives.
- Owner: Union Pacific
- Date: 1/24/2023
- Origin: Eppley Airfield (Omaha, Nebraska)
- Destination: Tampa International Airport (Tampa, Florida)
- Money Moves:
- According to a territory map found on Union Pacific’s website, the company doesn’t currently have any significant operations out east, specifically, in Florida.
- Given that this is the case and that one of the company’s private planes recently touched down in Tampa, Florida, this could be the early innings of a potential strategic acquisition of another regional (passenger or freight) railroad or simple organic expansion on UP’s part.
- The company is headquartered in Omaha, Nebraska.
- Owner: Kroger
- Date: 1/24/2023
- Origin: Cincinnati Municipal Airport-Lunken Field
- Destination: George Bush Intercontinental Airport (Houston, Texas)
- Money Moves:
- There are a handful of reasons for one of Kroger’s private airplanes to be in Houston.
- For one, some of Kroger’s executive members could be performing standard checks on operations in the area, both related to in-store operations as well as distribution center check-ups as well.
- Another reason could be the grocery behemoth looking to team up with the best of the best in the food service and distribution space, Sysco, which is headquartered in Houston, Texas.
- It wouldn’t be all that surprising given that the two have partnered up in the past.
- Owner: Cracker Barrel Old Country Store
- Date: 1/24/2023
- Origin: Georgetown Municipal Airport (Georgetown, Texas)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- It appears as though the rockstars within the Cracker Barrel band are hitting the road and are on tour.
- More seriously, it appears as though some of the company’s executive members are in the process of visiting some of dining establishments in and around Texas.
- These are likely cursory checks on operations, however, the company could be looking to see if or where it can close certain locations, or on the other side of the coin, expand.
- Owner: Boeing
- Date: 1/23/2023
- Origin: Huntsville International Airport (Huntsville, Alabama)
- Destination: Washington Dulles International Airport
- Money Moves:
- Although Boeing is arguably most known for its work in and around Seattle, the company gets a lot of work done in Huntsville, Alabama too.
- Namely, it appears as though the company heavily focuses on its aerospace defense and space programs in Huntsville.
- This leg of the trip was likely a cursory check on operations by some members of the company’s executive team.
- The destination, however, is likely one that Boeing and its executives aren’t unfamiliar with in the slightest.
- As touted by many news outlets, Boeing is back in court regarding the string of 737 MAX crashes.
- Typically, stock prices react positively when companies shell out settlements because it implies that the company is a big step away from a past problem.
- Is this the case with Boeing?
- Owner: Norfolk Southern
- Date: 1/22/2023
- Origin: McGhee Tyson Airport (Blount County, Tennessee)
- Destination: Fulton County Airport (Fulton County, Georgia)
- Money Moves:
- Norfolk Southern, as we have written extensively on the company in the past, is one of America’s largest, premier railroad logistics companies.
- Although the company appears to have rail operations out in the great state of Tennessee, thus the visit.
- Specifically, it is our opinion that members of Norfolk Southern’s executive team took a trip near Knoxville, Tennessee to check and look to improve its current port and transportation operations in the region.
- As supply chain concerns have largely eased across most (if not all) sectors, hopefully Norfolk Southern and its peers are looking to stay ahead of the supply chain disruption curve and improve its regional and national operational efficiency.
- Owner: Tom Gores (Platinum Equity)
- Date: 1/20/2023
- Origin: Paris-Le Bourget Airport (Paris, France)
- Destination: Al Maktoum International Airport (Dubai, United Arab Emirates)
- Money Moves:
- Founder of premier private equity firm, Platinum Equity and also owner of the NBA franchise, the Detroit Pistons, Tom Gores has traveled quite some distance from Detroit, Michigan.
- Alas, running a global private equity firm requires some traveling.
- Although Platinum has made sizable investments in companies such as educational giant McGraw Hill, the Detroit Pistons, of course, and a trove of other companies.
- It appears as though Gores and his firm might be looking to add to its deal flow over in Europe as well as the Middle East.
- While we’re certainly not experts on the buyout market(s) overseas, it seems to be a very strong possibility that Gores and his fellow partners at Platinum are looking to diversify their portfolio outside of the United States.
- Owner: Dollar General
- Date: 1/17/2023
- Origin: East Texas Regional Airport (Gregg County, Texas)
- Destination: Nashville International Airport
- Money Moves:
- Although a seasoned company in the discount retail space, make no mistake about the fact that Dollar General is still growing each and every day.
- With already around 19,000 locations, Dollar General is still poised to grow even more in efforts to take customers away from its big-box competitors like Walmart.
- This is likely the main reason one of Dollar General’s corporate airplanes recently took a trip to Longview, Texas.
- While the discount retail behemoth has a presence in the region, it isn’t as large as we initially thought it would be, which is probably why members of the company’s executive team took a trip; to scout where they can plant new stores.
- While we can’t say this is definitely the case, it definitely does make sense.
- Owner: Michael Dell
- Date: 1/15/2023
- Origin: Los Angeles International Airport
- Destination: London Luton Airport
- Money Moves:
- Although it has a strong footprint in the United States, make no mistake about it, Dell is a global company.
- However, given recent news regarding the company, it appears as though, at least, per reports, that Dell is looking to cease having its chips made in China by 2024, likely due to geopolitical volatility in the region as well as between China and the United States.
- Given this recent report combined with Dell’s airplane’s flight data, Dell could be looking to lay down some new manufacturing roots in and around Europe.
- Investors, whether or not they are currently invested in Dell’s stock (NYSE: DELL), will want to keep an eye on any further developments.
- Owner: Kroger
- Date: 1/11/2023
- Origin: Cincinnati Municipal Airport-Lunken Field
- Destination: North Central West Virginia Airport (Harrison County, West Virginia)
- Money Moves:
- Although publicly traded grocery conglomerate Kroger (NYSE: KR) already has a formidable presence in West Virginia, the company and its executives could be looking to further expand its presence in the region.
- Through either more stores or regional distribution centers, Kroger is likely doing anything in its power to eat the lunches of its local, domestic competitors as well as its other threats.
- Have you heard of Walmart?
- While others are not as well capitalized and/or overall bearish on expanding their store footprint across the United States, it’s good to see Kroger seemingly taking a more bullish stance, looking to perhaps expand and further penetrate their domestic markets.
- Owner: Pfizer
- Date: 1/10/2023
- Origin: Trenton-Mercer Airport (Ewing, New Jersey)
- Destination: Santa Barbara Airport (Santa Barbara, California)
- Money Moves:
- Historically, it has been far from a rarity for one of the world’s largest pharmaceutical companies, Pfizer, to establish deep collaborations with top universities across the globe, including, of course, the University of California, Santa Barbara.
- Members of Pfizer’s executive team are likely taking a trip out west to check on current developments involved with the University’s research.
- Owner: Walmart
- Date: 1/8/2023
- Origin: Washington Dulles International Airport
- Destination: Rogers Executive Airport (Rogers, Arkansas)
- Money Moves:
- A few weeks prior to the end of 2022, Walmart heavily hinted that it might be looking to close stores as concerns regarding in-store theft.
- This could be one of the reasons one of Walmart’s corporate planes recently took a trip to Washington D.C.
- Specifically, we think members of the company’s executive team could be visiting with politicians in efforts to increase security in and around stores.
- Retail theft and theft in general doesn’t only impact companies and businesses, but it also negatively affects everyday consumers as it forces companies and businesses to raise prices.
- Ultimately, if theft continues it will only lead to companies likely missing earnings expectations and subsequently the degradation of share price in the company’s stock.
- Owner: Stephen Schwarzman (Blackstone)
- Date: 1/4/2023
- Origin: Teterboro Airport
- Destination: Houston Hobby Airport (Houston, Texas)
- Money Moves:
- Per report after report, it hasn’t exactly been an uncommon occurrence for multibillion-dollar asset manager Blackstone to buy up all of the real estate it can get its hands on.
- Heck, they’ve even recently acquired an entire property development and management company in our neck of the woods by the name of American Campus Communities.
- This leads us to think that members of Blackstone’s executive team recently took a trip down to Houston in search of new properties or perhaps a new property management company to fully acquire.
- One of the possible contenders, if this scenario were proven to be accurate, would be a company that we have written about recently in a stock analysis article, Camden Property Trust (NYSE: CPT).
- We wouldn’t put it past Blackstone.
- Owner: Werner Enterprises
- Date: 1/2/2023
- Origin: Houston Hobby Airport (Houston, Texas)
- Destination: Quahadi Ranch Airport (Dublin, Texas)
- Money Moves:
- Headquartered in Omaha, Nebraska, prominent trucking dynamo Werner Enterprises could be looking to further expand its operations in and around Texas.
- It is no secret that demand for reliable shipping and logistics companies in general is high and that companies such as Werner are trying to capitalize on this trend.
- Some of the company’s executive members could be in the region to reestablish contracts or develop new ones.
- Either way, or whatever the case might actually be, Werner is a company that is seldom discussed by the pundits and just might be one to keep your eyes on.
- Owner: Menard’s
- Date: 12/28/2022
- Origin: Bismarck Municipal Airport (Bismarck, North Dakota)
- Destination: Hector International Airport (Fargo, North Dakota)
- Money Moves:
- Alright, alright, get off of our backs, we know that Menard’s is a private company.
- Even though this is the case, you should cut us a break because we’ve performed in-depth stock analysis articles on public companies that are quite similar to Menard’s.
- Given one of the company’s corporate airplane’s activity, it seems as though the company is looking to expand its presence in the great state of North Dakota, as it has recently landed in Fargo, North Dakota.
- Although it appears that the company already has some stores in the area, we wouldn’t necessarily be surprised if the company’s executive team was keen on extracting more market share from its formidable foes such as Lowe’s and Home Depot.
- Owner: Charter Communications
- Date: 12/27/2022
- Origin: Centennial Airport (Englewood, Colorado)
- Destination: Chicago Midway International Airport
- Money Moves:
- We’ve recently written a bit about Charter Communications.
- Being that is rather large telecommunications and cable company with formidable distribution platforms such as Spectrum, it’s not all too surprising to see one of the company’s airplanes in Chicago, Illinois.
- Simply put, the company’s executive team is likely looking to expand its customer base in and around the Chicagoland area.
- As the company’s share price is down around 50% this past year’s span of time, there could be growth ahead to look forward to if the company is properly expanding and eating into its competitors’ market share.
- Owner: Aramark
- Date: 12/26/2022
- Origin: Bozeman Yellowstone International Airport (Bozeman, Montana)
- Destination: O’Hare International Airport (Chicago, Illinois)
- Money Moves:
- We’ve written a stock analysis article on Aramark in the past and we weren’t thrilled with the results.
- However, things might be due to shape up as one of the company’s airplanes recently took a bit of a road trip to Colorado and then to Chicago, Illinois, perhaps transporting the company’s executive team in order to work on expanding its client base across the country.
- This company’s stock has performed underwhelmingly, to say the least, therefore it is our hope that the company is making some headway in improving its current business model, through whatever means.
- Hopefully some travel can bring clarity.
- Owner: Life Time
- Date: 12/25/2022
- Origin: Rifle Garfield County Airport (Garfield County, Colorado)
- Destination: Houston Hobby Airport (Houston, Texas)
- Money Moves:
- Life Time appears to be looking for regions in which they can expand their company’s customer reach.
- This seems to be a likely scenario with Life Time and one of its corporate airplanes recently taking a trip down to south Texas.
- Some of the company’s executives might be looking to expand the company’s presence in and around Houston, attempting to thwart its competitors and its moves, such as arguably its largest threat, publicly traded Planet Fitness (NYSE: PLNT).
- Owner: Elon Musk
- Date: 12/24/2022
- Origin: Sacramento International Airport (Sacramento, California)
- Destination: Rocky Mountain Metropolitan Airport (Broomfield, Colorado)
- Money Moves:
- Tesla and Elon Musk have been the talk of the town lately.
- With a cratering stock price and mounting concerns regarding Musk and his ability to sufficiently tend to Tesla and Twitter, the news can drown out what’s going on and what is possibly happening in the future.
- That’s where we come in.
- One of Musk’s airplanes recently touched down northwest of Denver, and it is likely that he is having a Christmas eve dinner with his brother, a Tesla board member, Kimbal Musk or is traveling to meet with the next potential chief executive of Twitter.
- Owner: Paccar
- Date: 12/21/2022
- Origin: Denton Enterprise Airport (Denton, Texas)
- Destination: Seattle-Tacoma International Airport
- Money Moves:
- Paccar is one of the most prominent, iconic heavy (semi or 18-wheeler) truck manufacturers in the world.
- Headquartered in Bellevue, Washington, one of Paccar’s corporate airplanes recently touched down back to base from Denton, Texas.
- This was likely a business trip down to work with one of its suppliers or clients in order to renew current contracts or perhaps develop and iron out new contracts, both of which would bode well for its current shareholders.
- Owner: Evan Spiegel
- Date: 12/20/2022
- Origin: Van Nuys Airport (Los Angeles, California)
- Destination: Lynden Pindling International Airport (Nassau, The Bahamas)
- Money Moves:
- This one is going to be relatively short but interesting, nevertheless.
- From our perspective, one of the founders of Snapchat, Evan Spiegel, or at least reportedly his airplane, recently took a trip to The Bahamas.
- This is an interesting time to be taking a trip to Nassau in order to attempt to salvage some of his investment in FTX (we don’t know if Spiegel invested in FTX, it’s just a currently unbased assumption) or is just taking a luxurious vacation.
- Have you heard of FTX?
- Nonetheless, investors should keep their eyes on developments as they arise from the FTX situation.
- Evan Spiegel certainly might be.
- Owner: Walmart
- Date: 12/19/2022
- Origin: Truckee Tahoe Airport (Truckee, California)
- Destination: Rogers Municipal Airport (Rogers, Arkansas)
- Money Moves:
- As mentioned in previous articles and alluded to in other Follow The Money archives, Walmart, is the world’s largest retailer.
- With currently well over 11,000 stores worldwide, there still appears to be some additional room for expansion even for the retail behemoth.
- While a relatively boring and unexciting Follow The Money segment, some of the members of the company’s executive team likely took a trip out west to either perform an in-store visit or two, checking on the operational efficiency of the stores or are possibly looking to expand and lay down new stores in the region.
- Either way, keeping tabs on what Walmart is doing can prove to be a barometer of the overall economy, among other things, of course.
- Owner: Michael Dell
- Date: 12/14/2022
- Origin: Austin-Bergstrom International Airport (Austin, Texas)
- Destination: San Francisco International Airport
- Money Moves:
- Michael Dell, as we’ve written about him and his company in previous articles, has many different hats.
- One hat is being the founder and CEO of Dell and another is being a board member of cloud computing company VMware, which is headquartered in Palo Alto, California.
- At the time of the publication of this archive, VMware is in the process of being acquired by Broadcom.
- We wanted to bring this to your attention for two primary reasons.
- One, this could indicate (although we doubt this is actually the case) that Broadcom’s acquisition of VMware could be in jeopardy, thus Mr. Dell taking a trip out west.
- However, we think the more likely scenario is that Dell is performing some work to keep the deal progressing and getting closer to closing.
- Like Elon Musk, Michael Dell maintains important leadership positions across various companies.
- Owner: Abbott Laboratories
- Date: 12/14/2022
- Origin: London Luton Airport
- Destination: Waukegan National Airport (Waukegan, Illinois)
- Money Moves:
- Abbott is a staple in the pharmaceutical industry, as it is one of the world’s largest providers of medical devices and other related products.
- With operations in both the United States and England, it makes sense that one of the company’s airplanes has recently gotten back from a trip across the pond.
- Members of the company’s executive team could’ve been simply checking on operations overseas or potentially looking to acquire a smaller company in region.
- Abbott is headquartered where else but Abbott Park, Illinois, which is near Waukegan, Illinois.
- Owner: The Coca-Cola Company
- Date: 12/12/2022
- Origin: Farnborough Airport (Hampshire, England)
- Destination: Hamad International Airport (Doha, Qatar)
- Money Moves:
- Big Soccer can mean Big Business.
- Well, at least it does in the context of The Coca-Cola Company.
- We assume that the company has spent its fair share in marketing and advertising, as the company, as briefly touched on in previous articles, is one of the most globally iconic brands in the world.
- It’s also no secret that the World Cup, held in Qatar this year, is one of the most sought after and viewed sporting tournaments in the world.
- One of Coca-Cola’s airplanes likely took a trip to bring some of its top executives to watch a few games as well as continue to market its products in the region.
- Either way, this is just another of the many instances where sports and business commingle.
- Owner: The Hershey Company
- Date: 12/8/2022
- Origin: Harrisburg International Airport (Middletown, Pennsylvania)
- Destination: Draughon-Miller Central Texas Regional Airport (Temple, Texas)
- Money Moves:
- We’ve also written extensively about The Hershey Company, headquartered in where else but Hershey, Pennsylvania.
- One of the members of our team at MacroHint noticed that Hershey’s’ corporate airplane found itself in the great state of Texas, specifically in a relatively small but booming town by the name of Temple.
- While it doesn’t appear as though the company has any operations such as plants or factories in the area, it just might be looking to expand its operations in the region.
- Are Texans craving chocolate that much more that The Hershey Company might need to build out a new facility to meet demand and its presence in the southern belt of the country?
- Owner: Simon Property Group
- Date: 12/8/2022
- Origin: Indianapolis International Airport
- Destination: Boston Logan International Airport
- Money Moves:
- According to the company’s website, Simon Property Group presently has 12 shopping centers in Massachusetts.
- Given that one Herb Simons’, one of the founders of Simon Property Group (headquartered in Indianapolis, Indiana), airplanes recently touched down in Boston, this might be subject to change.
- As we’ve written about Simon Property Group in the past and expressed our views regarding the state of the mall and shopping industry, combined with the bleak domestic and global economic outlooks, it might be that Simon and his business associates are looking to wind some stores down and beef up its cash (and cash equivalents) before the current recession gets any worse.
- If this is true, then it could be a sign that large businesses and corporations are taking action and preparing for a substantial economic downfall over the next few years.
- Owner: Union Pacific
- Date: 12/8/2022
- Origin: Gwinnett County-Briscoe Field (Lawrenceville, Georgia)
- Destination: Eppley Airfield (Omaha, Nebraska)
- Money Moves:
- One of Union Pacific’s corporate airplanes recently took a trip to Georgia, specifically close to where one of its competitors is headquartered, Norfolk Southern.
- This could simply be members of Union Pacific’s executive team taking a trip to renew a contract or settle some labor or union disputes, however, it could also be the early innings of a major acquisition of who else but Norfolk Southern.
- There has been a fair amount of larger consolidation plays in the railroad industry, therefore, it would surprise us at MacroHint in the slightest if UP was looking into fully acquiring Norfolk Southern and its track territory.
- Owner: Sherwin-Williams
- Date: 12/6/2022
- Origin: Miami International Airport
- Destination: Cleveland Hopkins International Airport
- Money Moves:
- The real estate market has been known to be hot in Florida, in general.
- This is one of the main reasons one of Sherwin-Williams’ airplanes recently took a trip down to Miami.
- Specifically, if we had to guess, we’d assume that the company is looking to open a few more store locations in the area, as we’ve mentioned in previous MacroHint articles, focusing particularly on Sherwin-Williams and its stock, the company’s business is inherently tied up in the state of the real estate market, which isn’t too hot right now.
- Therefore, we think either the housing market is still hot in Florida or the company is setting up some more stores in order to meet the demand to come when it gets hot again.
- Interestingly enough, we see Sherwin-Williams as a useful barometer for the economy, specifically the real estate sector.
- Owner: Procter & Gamble
- Date: 12/5/2022
- Origin: Cincinnati Municipal Airport-Lunken Field
- Destination: Ronald Reagan Washington National Airport
- Money Moves:
- We’d argue that business has increasingly become intertwined with politics.
- Especially Big Business.
- This could be evidenced by one of Procter & Gamble’s airplanes recently taking a trip to everyone’s favorite place, Washington, D.C.
- This Follow The Money achieve is unlike others in the sense that it’s a bit boring and more miscellaneous than others.
- It’s just a friendly reminder from your friends at MacroHint that when investing, it can pay to keep an eye on current events and politics in general, which can have major, direct impacts on businesses and their respective industries in the future.
- We’ve seen this in recent stock analysis articles.
- Owner: BNSF Railway
- Date: 12/5/2022
- Origin: Fort Worth Meacham International Airport (Fort Worth, Texas)
- Destination: Tulsa International Airport (Tulsa, Oklahoma)
- Money Moves:
- Being one of the world’s largest freight railroad operators, the executive team managing Burlington Northern Sante Fe, commonly referred to just as BNSF, must do a lot of traveling.
- While the railroad industry and freight logistics sector tends to fly a tad below the radar, the railroads and the United States government have received their fair share of mutual press regarding the potential for a nationwide rail strike.
- There is a lot to be unpacked and discussed in this context, however sticking to the segment, we think it’s possible that members of BNSF’s executive team traveled to Tulsa to work on bargaining with its employees that are threatening to strike in the region.
- Although this could be the case, it could also simply be that some of the higher-ups at the company are merely checking in on operations in the region.
- Either way, investors across the board will definitely want to keep tabs on any further developments related to the potential rail strikes.
- Owner: Apple
- Date: 12/2/2022
- Origin: Washington Dulles International Airport
- Destination: Los Angeles International Airport
- Money Moves:
- Apple and its CEO, Tim Cook, have been under the spotlight to an exceptionally high degree recently.
- As Cook and fellow executives (most likely members of his legal team or outside counsel) traveled to D.C. recently to discuss other matters, this current contention and uncertainty overseas, particularly in China, should be concerning for the company’s current shareholders.
- Namely, major corporations are already grappling with external, cost-related headwinds and negative foreign exchange impacts, but Apple is quite susceptible to geopolitical turmoil and that is evident right now.
- Owner: Stan Kroenke
- Date: 11/30/2022
- Origin: Teterboro Airport
- Destination: Centennial Airport (Englewood, Colorado)
- Money Moves:
- Anyone who alleges that business and sports can’t comingle is just flat out wrong.
- Business is sport and sports are business.
- In this particular instance, one of the most athletic (and controversial) NFL superstars, Odell Beckham Jr., was most recently signed by the Los Angeles Rams, owned by Stan Kroenke (who also owns the Denver Nuggets, which accounts for why the plane ultimately landed in Colorado), with whom he won a Super Bowl with last year, is now reportedly being sought after by other major franchises around the league, including none other than the New York Giants, a team he has played for before and also the same city one of Kroenke’s airplanes recently made a trip to.
- While this trip could’ve just been a vacation to the Big Apple, the timing suggests that it’s more likely that Kroenke was either looking to keep Beckham Jr. or negotiate a sort of trade deal with the Giants.
- Sure, this doesn’t necessarily impact your everyday life, but it just goes to show that you can find business in nonconventional places.
- Owner: Chick-fil-A
- Date: 11/29/2022
- Origin: Orlando International Airport (Orlando, Florida)
- Destination: Atlanta Regional Airport- Falcon Field (Peachtree City, Georgia)
- Money Moves:
- Headquartered in College Park, Georgia, Chick-fil-A has taken the world by storm and has continued to grow at quite a rapid pace.
- Although we usually bring public companies into the Follow The Money archives, we’ll make an exception.
- To keep a long story short, our estimation is that members of Chick-fil-A’s executive team were down in Florida, looking to expand its territory and overall presence in the region and scoop up as much business as possible during the current recession.
- While it is very unlikely, at least from our vantage point that the company will ever become publicly traded, we’ve written about the company in the past and it’s an interesting company to keep tabs on as the economy ebbs and flows.
- Owner: Walmart
- Date: 11/29/2022
- Origin: Santiago de Chile Airport (Santiago, Chile)
- Destination: Rogers Municipal Airport (Rogers, Arkansas)
- Money Moves:
- We had no idea that Walmart had a presence in Chile.
- Being the large(st) retailer that it is combined with the fact that the company already has an established presence in the region, we think the two most plausible assumption to make is that some members of Walmart’s executive team took a trip to check on operations and make sure their logistics in the region are running smoothly and/or they were working with some of their current suppliers, possibly negotiating new contracts or even ditching some.
- Although this is pure speculation, Walmart is a very important company and thus should be watched by investors not just who want to possibly invest in the company, but also want to keep tabs on the global economy as a whole.
- Owner: Las Vegas Sands
- Date: 11/28/2022
- Origin: John F. Kennedy International Airport (Queens, New York)
- Destination: Laurence G. Hanscom Field (Near Bedford, Massachusetts)
- Money Moves:
- As we have previously discussed in detail the pros and cons of investing in Las Vegas Sands’ stock, geopolitical risk(s) are certainly one of the largest cons or external risks that can push shares to the upside and of course, the downside as well.
- However, some of that pressure has been, for now, alleviated as Sands and its resort and casino counterparts (such as MGM and Wynn) have, just days prior to this archive, received licenses in Asian gaming hub, Macao.
- However, given the rising threats of and regional protests surrounding COVID-19, Sands’ executive team may be looking elsewhere to keep its business going as volatility and uncertainty remains in the far east.
- This move would make sense given that one of its competitors, Wynn, already has a resort in the area.
- Sands could be looking to expand and eat some of Wynn’s lunch while skirting uncertainty overseas.
- Owner: Mark Zuckerberg
- Date: 11/27/2022
- Origin: Norman Y. Mineta San Jose International Airport
- Destination: Austin-Bergstrom International Airport (Austin, Texas)
- Money Moves:
- There has been some recent scuttlebutt around Meta Platforms (formerly known as Facebook) and it potentially setting some deep roots in downtown Austin, Texas.
- Specifically, the company has acquired some rather sizable and lofty real estate in the area.
- Additionally, one of the company’s largest individual shareholders and the famed founder of the company, Mark Zuckerberg, has been prominently on the scene in Austin, recently being a guest on Joe Rogan’s podcast and previewing the company’s new strategy, mainly as it relates to the metaverse at well known local music festival, SXSW (South by Southwest).
- It’s safe to say Meta could be on the verge of moving its headquarters from Menlo Park, California to Austin, Texas, at least, from our perspective.
- I mean, other major technology companies have recently moved from California to Texas, such as Tesla and Oracle.
- If this were to happen, this would play a huge role in growing the local economy as well as likely helping Meta receive more favorable tax treatment as a result of the potential relocation.
- We are definitely going to keep tabs on any new developments.
- Owner: Air Products & Chemicals
- Date: 11/27/2022
- Origin: Lehigh Valley International Airport (Lehigh County, Pennsylvania)
- Destination: Austin-Bergstrom International Airport (Austin, Texas)
- Money Moves:
- The name of the game is the name of the…well…name!
- Air Products & Chemicals, headquartered in in Allentown, Pennsylvania, is one of the world’s largest (and might we add most important) industrial gas companies.
- So, what’s one of the company’s corporate planes doing down in MacroHint’s neck of the woods, Austin, Texas?
- It appears that the company has some operations in the area, specifically, a sort of chemical manufacturing plant on the outskirts of town.
- The company’s executive team could be seeking to expand its operations in the region, as it faces some pretty stiff competition (that we’ve written in-depth articles about before).
- It could also be taking a trip to perform a sort of cursory check on its current operations.
- Owner: Domino’s Pizza
- Date: 11/22/2022
- Origin: Piedmont Triad International Airport (Near Greensboro, North Carolina)
- Destination: Sarasota Bradenton International Airport (Sarasota, Florida)
- Money Moves:
- Pizza companies and their stocks have been a primary point of discussion in recent history here at MacroHint.
- We figured we’d keep the trend going as we enter into the holiday season.
- Domino’s corporate airplane recently touched down in sunny Florida, likely to meet with one of the company’s franchisees or franchise groups within its rather extensive network.
- Although this is pure speculation, it’s what makes the most logical sense.
- We bring Domino’s into the mix (in addition to a prevailing pizza trend) to briefly highlight the fact that, from our perspective, the company’s performance acts as a sort of economic and consumer strength gauge, as ordering and buying pizza definitely falls into the discretionary spending category.
- So far, the company has performed pretty well in recent history, however we think it wouldn’t be a bad idea to track this company and its quarterly earnings report(s) moving forward, so as to keep a pulse on the American and global economics and their relative standings.
- Owner: O’Reilly Auto Parts
- Date: 11/17/2022
- Origin: San Antonio International Airport
- Destination: Springfield-Branson National Airport (Springfield, Missouri)
- Money Moves:
- Headquartered in none other than Springfield, Missouri, O’Reilly Auto Parts is one of the nation’s largest auto retailers in the United States, brushing up against stiff competition such as AutoZone and Advance Auto Parts.
- As it relates more specifically to this Follow The Money segment, O’Reilly has a distribution center in San Antonio, strongly suggesting that members of the company’s executive team took a trip to perform a sort of check-up on operations, possibly looking to implement robot or artificial intelligence-rooted technology into its current distribution process(es).
- While this is pure speculation, it is nevertheless good for investors of all stages to keep an eye out on what companies are doing in the present and how it might just shape the future.
- Owner: JPMorgan Chase
- Date: 11/13/2022
- Origin: London Stansted Airport
- Destination: Chhatrapati Shivaji Maharaj International Airport (Mumbai, India)
- Money Moves:
- Given the fact that one of JPMorgan Chase’s airplanes took a trip across the pond and further east, the company could be looking to beef up its consumer banking operations in India.
- The company already has a sizable business presence in India.
- Since the current general business environment in the United States isn’t exactly screaming consumer and/or investor confidence, members of the company’s executive team could be taking a trip to India in order to perform a cursory check on banking operations in the region or to specifically expand avenues through which it can further produce more profits in the area as a sort of hedge against the overall economy, or at least, the United States as well as a means of pursuing a long-term business strategy by expanding its operations across the globe.
- Owner: Starbucks
- Date: 11/9/2022
- Origin: Juan Santamaria International Airport (Costa Rica)
- Destination: Unknown
- Money Moves:
- Commodity cost fluctuations, particularly in cocoa are vital to Starbucks’ profitability and is likely monitored by its executives daily.
- While Starbucks is one of the most iconic brands in the history of the world, it is by no means completely immune to price volatility when it comes to raw goods and materials used to make and enhance its products.
- We added this as a Follow The Money archive because we think it’s important for investors of all walks of life to remember that no matter how well a company has done in the past or how scaled it is, there tend to always be very real threats lurking around the corner.
- It’s all good until it’s not.
- This is just a friendly reminder to invest strategically and cautiously, especially in today’s current market environment.
- Owner: PepsiCo
- Date: 11/7/2022
- Origin: Aeropuerto Internacional de Torreon (Torreon, Mexico)
- Destination: Westchester County Airport (White Plains, New York)
- Money Moves:
- In previous Follow The Money posts related to company airplanes traveling to distribution centers, the vast majority have been stateside.
- However, to our pleasure, we’ve recently found that one of PepsiCo’s corporate airplanes took a flight down to Torreon, Mexico.
- We don’t think this was a corporate retreat.
- We think it’s a stronger assumption that members of the company’s executive team took a trip to check on the operations of its major distribution center in the region.
- It’s great to know that PepsiCo has a strong enough presence in this territory and in Mexico in general given that we initially assumed Coca Cola held most of the market share in the region.
- While it’s usually not a bad idea to keep tabs on what’s happening in the United States with large companies such as PepsiCo, it might not hurt to also be aware of what’s happening in countries nearby.
- Owner: Allstate
- Date: 11/3/2022
- Origin: Nashville International Airport
- Destination: Chicago Executive Airport
- Money Moves: It is by no means a secret that Chicago has seen mass exodus of businesses leaving the state due to heightened crime rates and/or due to it being an unfavorable business environment (taxes specifically come to mind) altogether.
- From Caterpillar to Boeing and many others extracting significant portions of its operations from the Windy City and the state of Illinois, we wouldn’t be at all surprised if major insurance provider (currently headquartered in Illinois) followed the crowd.
- In fact, the company did recently sold its primary headquarters campus (in Northbrook, Illinois) for $232 million.
- This gives us reason to believe that the insurance company might be looking to plant its corporate roots in a more tax-favorable business environment such as Nashville, Tennessee.
- Prospective and current investors in Allstate will likely want to keep tabs on any new developments.
- Owner: Walmart
- Date: 11/1/2022
- Origin: Dulles International Airport (Washington, D.C.)
- Destination: Ben Gurion Airport (Tel Aviv, Israel)
- Money Moves:
- Walmart does not currently have stores or any meaningful operations in Israel.
- However, given talks between the country’s leadership and Walmart’s US CEO, it could soon become a reality and Walmart could commence retail and store operations in the region.
- It’s no secret that the global economy has seen its fair share of softening and retailers need to continue finding ways to penetrate new markets and execute, even as the vast majority of consumers are living on tight budgets.
- We wouldn’t be surprised if Walmart made a push into the Israeli market but the company’s plane traveling to the region could also simply be a sort of cursory trip to observe and study the retail landscape in the region.
- Owner: Valero Energy
- Date: 10/30/2022
- Origin: Dekalb-Peachtree Airport (Atlanta, Georgia)
- Destination: San Antonio International Airport
- Money Moves:
- Valero Energy sure isn’t ExxonMobil or Chevron but it still an enormous oil and gas company in the United States, headquartered in San Antonio, Texas.
- One of the company’s airplanes took a trip from Atlanta back home.
- This could be for a variety of reasons, however we think it might have something to do with the company’s recent announcement regarding production in the south.
- Specifically, the company recently announced it aimed to see their refineries at 95% production, which isn’t necessarily a bad sign for investors.
- While it’s tough to make any sort of guarantees in the oil and gas sector due to constant price volatility being a crude reality (that was funny, right?), Valero is definitely one of the companies that tends to fly below the network’s radars and thus just might be worth looking into as an investment moving forward.
- Owner: CSX Corporation
- Date: 10/28/2022
- Origin: Washington Dulles International Airport
- Destination: Jacksonville International Airport
- Money Moves:
- The (freight) railroad industry has been in the news a lot recently.
- Railroads are one of the transport and logistics cornerstones and necessities on which the United States (and the rest of the world for that matter) depends upon.
- We can’t help to assume that this might have to do with one of CSX’s corporate planes making a trip to Washington, D.C. and back to Florida, where it is headquartered.
- The White House has been involved in this situation as well.
- While we don’t have any specific, major assumptions as to what members of CSX’s executive team were doing out in D.C., this railroad strike news is one that not only investors should follow, but consumers as well.
- This is a big deal and the decisions made moving forward have massive implications on our lives.
- Owner: Visa Incorporated
- Date: 10/27/2022
- Origin: Westchester County Airport (White Plains, New York)
- Destination: La Romana International Airport (La Romana, Dominican Republic)
- Money Moves:
- What could be a luxurious seaside vacation could also be Visa looking to expand against its formidable foe, Mastercard.
- We’re not exactly sure of how prominent Visa is in the Dominican Republic, however we do know that the company has an overall market share of 8%.
- If not for pleasure, probably for business.
- Specifically, we’d assume that the main reason one of the company’s aircraft is touched down in La Romana is because some of the members of Visa’s executive team are likely working on growing its presence south of the border.
- Given that this is pure speculation, it’s still interesting to see and perhaps figure out what companies, especially ones as large as Visa are doing before anything is formally announced.
- Owner: FedEx
- Date: 10/25/2022
- Origin: Pittsburgh International Airport
- Destination: Memphis International Airport
- Money Moves:
- A lot of companies have been working on automating their delivery systems in efforts to increase their overall effiency.
- However, sometimes it’s a great thing to know when you’re getting ahead of yourself or the technology just simply isn’t ready to be scaled yet.
- The latter appears to be the case for FedEx.
- Even though certain states have already legalized the use of autonomous delivery robots and mechanisms, if the technology isn’t there yet and FedEx’s executive team isn’t necessarily confident enough to implement it on a large scale, why do it?
- We definitely don’t mind this move from FedEx, as they have a proven logistics and delivery network that has worked well for them in the past.
- It’ll be interesting to see when or even if FedEx will further pursue and eventually implement this technology and how it will all play out.
- Owner: Eli Lilly and Company
- Date: 10/24/2022
- Origin: Indianapolis International Airport (Indianapolis, Indiana)
- Destination: Memphis International Airport
- Money Moves:
- Eli Lilly’s stock (NYSE: LLY) has been on an absolute tear.
- Specifically, it’s up nearly 45% since last October, approximately one year ago.
- Eli Lilly has also been on a tear when it comes to making strategic acquisitions.
- For instance, it was recently reported that the company is acquiring biotechnology company Akouos.
- This is all the more reason to believe Eli Lilly is potentially looking to acquire another biotechnology company based in Memphis or around the area in Tennessee.
- Investors might want to keep an ear to the ground as it relates to Eli Lilly and its involvement in pharmaceutical M&A in the near future.
- What better way to potentially get ahead of deals than to Follow the Money?
- Owner: NCR Corporation
- Date: 10/18/2022
- Origin: Sarasota Bradenton International Airport (Sarasota, Florida)
- Destination: Cobb County International Airport (Cobb County, Georgia)
- Money Moves:
- Georgia-headquartered NCR’s stock has seen better days.
- And by days we mean months.
- And by months we mean years.
- And by…ok, you get it.
- Although a company with a large global presence, the stock hasn’t performed all that well and as we’ve written in previous stock analysis articles, we don’t exactly think highly of the company’s financials.
- Furthermore, since the publication of our article, the company’s share price reacted negatively to the announcement that instead of being acquired by another company or financial firm, it plans on splitting itself into two.
- Apparently, NCR has an office in Sarasota.
- This could possibly be a cursory trip to see which branches might be underperforming in the region or regions across the country in order to ultimately decide who to lay off and who to keep.
- Although this is pure speculation, a lot of major companies have been laying mass amounts of its employees.
- Owner: The Walt Disney Company
- Date: 10/18/2022
- Origin: Orlando International Airport
- Destination: Centennial Airport (Englewood, Colorado)
- Money Moves:
- We’re not sure how much Mickey is liked in Colorado, but it must be a lot if Disney has a resort in Denver.
- It would be Goofy if Mickey wasn’t well received in the area and the company spent all of this time building out a resort.
- Please excuse our puns.
- However, in more recent news it appears as though Disney is bringing a new, truly immersive experience to the area.
- No, seriously.
- While likely a savvy business move in the long run, we definitely don’t see it as a major catalyst to consider investing in the company’s stock as we enter a recession.
- Specifically, people aren’t going to or likely won’t be willing to splurge on a trip to Disney when they’re worrying about paying for gas or their next meals.
- Nevertheless, it’s good to see that Disney and its executive team seems to be focused on creating more entertainment value for its customers throughout the United States.
- Owner: Cintas
- Date: 10/14/2022
- Origin: Cincinnati Municipal Airport-Lunken Field
- Destination: Newark Liberty International Airport
- Money Moves:
- What’s one of Cintas‘ private planes doing in New Jersey on a Friday night?
- While it could be sightseeing, it’s more likely that some of the company’s executives are working on or prospecting the area, in addition to its current locations and facilities in the area, to either close up certain facilities (due to crime, which has been rampant in big cities in the United States recently) or perhaps on the other hand looking to open up new facilities in and around New Jersey.
- Maybe the labor market in New Jersey is relatively resilient and we just don’t know it.
- With Cintas, one must keep in mind that the company does better when businesses (its customers) are open.
- Given that this is the case, the company could also be looking to scope out any hint of COVID-19 concerns in the area, which could lead to more business restrictions which would ultimately impact Cintas if the trend continued.
- While there are a whole host of reasons for one of the company’s airplanes being in New Jersey, an inquisitive investor tends to be a smart and informed investor.
- Owner: Constellation Energy
- Date: 10/12/2022
- Origin: Aurora Municipal Airport (Aurora, Illinois)
- Destination: Baltimore/Washington International Thurgood Marshall Airport
- Money Moves:
- Recently detached from its former company, Exelon, Constellation Energy is gigantic player in the utilities space nationwide.
- While the company’s recent travels appear somewhat routine given that the company is headquartered in Baltimore, Maryland, we think this company’s stock is worth keeping in the back of your minds, especially during the current and future economic backdrop.
- Regardless of how bad the state of the economy becomes, people still need to keep the lights on and heat their homes, both of which (among others) are services Constellation provides.
- The company’s plane likely departed from Sugar Grove, Illinois because the company, like Exelon, has operations in the area.
- Owner: McDonald’s
- Date: 10/11/2022
- Origin: King County International Airport (King County, Washington)
- Destination: San Francisco International Airport
- Money Moves:
- McDonald’s, like many other global business establishments has fallen victim to heightened crime near its headquarters and its locations across the globe, particularly in the United States.
- Currently headquartered in crime-ridden Chicago, the company’s CEO has been quite vocal about his thoughts regarding the state of lawlessness (primarily the lack thereof) in the area.
- He’s not the only one that has gripes with the current business and economic landscape of Chicago and the state of Illinois as a whole.
- For instance, Tyson recently announced that it is consolidating its corporate offices and leaving Chicago.
- Additionally, other major companies such as Caterpillar is moving its headquarters to Dallas, Boeing flying the coup to Virginia and even Ken Griffin’s Citadel investment firm is moving to Miami.
- Given that one of McDonald’s corporate planes recently touched down in San Francisco, this could be an early stage of the company looking for a new home, possibly around San Francisco or maybe in Seattle.
- Owner: Norfolk Southern
- Date: 10/8/2022
- Origin: Sonoma County Airport (Sonoma County, California)
- Destination: Fulton County Airport (Fulton County, Georgia)
- Money Moves:
- So, this is interesting.
- According to Norfolk Southern’s system map on its website, the Georgia-based company’s operations extend out as far west as Kansas City, Missouri, heavily concentrating the vast majority of its operations in the east coast.
- Why in the world was one of the company’s airplanes recently in Sonoma County, California (a bit north of San Fransisco, as a point of reference)?
- This could be a sign that the railroad is looking to expand its operations out west, which is currently dominated by BNSF and Union Pacific.
- While we’re just speculating, it would be interesting to see if Norfolk Southern could meaningfully extract any market share from the competition.
- While we think it’s likely more fruitful in the long run for the company to stay laser focused on the east side of the United States, investors will likely want to keep an eye on corporate news and announcements regarding Norfolk Southern and its potential expansion beyond the east.
- Owner: Target
- Date: 10/8/2022
- Origin: Minneapolis-Saint Paul International Airport
- Destination: London Stansted Airport
- Money Moves:
- One of Target’s corporate planes recently touched down in London, a region of the world where it apparently doesn’t currently have any stores.
- This could potentially be changing given the company’s recent travel history.
- We presume that either the company’s executive team is scoping out the market in England and/or the United Kingdom or they are in the process of potentially acquiring a small supplier or technology company to better help Target acquire more consumers.
- Target has engaged in this style of activity in the past as it purchased delivery and logistics company Shipt in 2017.
- Nevertheless, when an American company takes a trip overseas, we get interested to say the least.
- Owner: Deere & Company
- Date: 10/7/2022
- Origin: Los Angeles International Airport
- Destination: Quad City International Airport (Moline, Illinois)
- Money Moves:
- Deere & Company has come a long with from tractors to software.
- Why not both, the company might reply.
- Specifically, autonomous farming isn’t too far away, as it seems to already be here.
- This might be a hint as to why one of the company’s corporate airplanes recently took a trip to Los Angeles, as many skunk works as well as mature software and software development companies are out in the west coast.
- The company’s executive team could be in talks with acquiring or partnering with one or a few companies that specialize in software and/or autonomous technologies.
- This is important to keep in mind with Deere primarily because it’s another major way in which the company can generate revenue; through software-related fees.
- While we’re merely speculating on the reasons regarding why one of the company’s planes was in Los Angeles, it’s a fact that the company is moving closer and closer to major technological advancements in their current products and services.
- Owner: Dollar General
- Date: 10/7/2022
- Origin: Nashville International Airport (Nashville, Tennessee)
- Destination: Rochester International Airport (Rochester, Minnesota)
- Money Moves:
- One of MacroHint’s partners used to work at Tennessee-headquartered Dollar General.
- No, we’re serious.
- But not in one of their stores in Minnesota.
- Frankly, there aren’t hundreds of reasons we can rattle off regarding why one of Dollar General’s corporate airplanes has flow north for the winter, but we can offer a few guesses.
- For instance, members of the company’s executive team might be scouting out new lots for potential store locations in the area.
- The company’s executive team could also be up north to meet with one of its business partners, 3M, however this wouldn’t make all that much sense since the 3M is headquartered in Saint Paul, Minnesota, which is relatively far from Rochester.
- Why wouldn’t they just fly directly to Saint Paul?
- Nevertheless, the company could also be facing union-related issues as there has been a lot of recent buzz in regard to worker’s working conditions.
- Whatever has sent DG’s executive team to Minnesota, it might be of interest to investors as this company is a major player in retail.
- Owner: Walmart
- Date: 10/2/2022
- Origin: Ted Stevens Anchorage International Airport (Anchorage, Alaska)
- Destination: Tan Son Nhat International Airport (Ho Chi Minh City, Vietnam)
- Money Moves:
- Walmart doesn’t currently have any stores or extensive operations in Vietnam, but given that one of the company’s corporate airplanes is currently idled in Ho Chi Minh, this could change.
- The company and its executive team might be in the area to work with local and national government officials in order to plant a few stores in the area.
- While Walmart didn’t see much success in Japan, the company and perhaps its retained consultants might see an opportunity that other retailers don’t.
- If this were to happen, this could be a boon for the world’s largest retailer and its shareholders, of course, if it works in the long run.
- As it relates to Alaska, the company probably just had a brief fuel layover prior to making the rest of its trip to Asia.
- Owner: BNSF Railway
- Date: 10/1/2022
- Origin: Barstow-Daggett Airport (Daggett, California)
- Destination: Fort Worth Meacham International Airport (Fort Worth, Texas)
- Money Moves:
- So, BNSF is pretty much a public company.
- Well, sort of.
- The company is owned by Berkshire Hathaway, which itself is publicly traded.
- The Fort Worth-headquartered railroad company’s private airplane recently took a trip to near Barstow, California, where it has extensive operations and a large project underway.
- In addition to sparking the local economy, the project is likely to bring BNSF and Berkshire Hathaway a lot of financial and operating successes, along with enabling the railroad to make and maintain a stronger supply chain, which has been an issue in the past.
- Members of the company’s executive team were likely taking a trip to ensure the project was proceeding smoothly and tending to any issues or complications.
- The sum of the parts of this project could prove to be a major bull case for Berkshire Hathaway’s stock.
- Owner: ExxonMobil
- Date: 9/28/2022
- Origin: Dallas Love Field Airport
- Destination: George Bush Intercontinental Airport (Houston, Texas)
- Money Moves:
- Did you hear that ExxonMobil is moving?
- The company recently announced that like LeBron, it will be taking its talents from near Dallas, Texas down to Houston, Texas.
- Ok, that’s not exactly what they said, but stay with us.
- While this isn’t exactly earth or stock-shattering news, ExxonMobil’s moving to the coolest place in the world, it can be considered, at least from our perspective that it will bode well for the company moving forward, especially in regard to the company being closer to the action as fellow oil and gas giants such as Kinder Morgan, Hess and others are headquartered in Houston.
- Owner: Old Dominion Freight Line
- Date: 9/22/2022
- Origin: Wilmington International Airport (Wilmington, North Carolina)
- Destination: Piedmont Triad International Airport (Guilford County, North Carolina)
- Money Moves:
- Headquartered in Thomasville, North Carolina, Old Dominion Freight Line (NASDAQ: ODFL) is one of the premier freight logistics companies in the United States.
- Since many of the company’s corporate operations reside in North Carolina, it makes sense that the company’s airplane has been making recent trips to and from Wilmington.
- Some of the executive team members from the company might’ve been performing a cursory check on operations or possibly looking to expand its operations in the region, building more loading centers or further building out its truck fleet.
- Regardless, Old Dominion is a company that is slept on by the pundits and might just be worth your attention moving forward, especially given the generally heightened demand for reputable freight transport companies.
- Owner: Texas Instruments
- Date: 9/19/2022
- Origin: McKinney National Airport (McKinney, Texas)
- Destination: Bristol Airport (Bristol, England)
- Money Moves:
- Texas Instruments, or as we like to see them as the calculator company, is a major player in the semiconductor space and is headquartered in Dallas, Texas (which is quite close to McKinney).
- One of the company’s private planes recently took a trip across the pond.
- Given that the company has some openings around the UK (and in Bristol particularly), the company could be in the process of checking in on the operational efficiency and efficacy of one or some of their factories and/or facilities in the UK.
- The company could also be looking to further expand its operations in the region or on the other hand, close up shop and bring more of its manufacturing closer to home, stateside.
- Suffice it to say, whatever the case may be, it might serve potential or current investors well to keep tabs on what’s going on with Texas Instruments in Western Europe.
- Owner: International Paper Company
- Date: 9/14/2022
- Origin: Memphis International Airport
- Destination: Cincinnati Municipal Airport-Lunken Field
- Money Moves:
- No, this isn’t meant to just be a cringe reference to Dunder Mifflin.
- Although, it could possibly be thought of as one the company’s most formidable competitors, you know, if it actually existed.
- While not as cool as the Michael Scott Paper Company, International Paper is the world’s largest pulp and paper company, headquartered in Memphis, Tennessee.
- It appears as though the company has an office or two in Cincinnati, Ohio, which makes sense given the company’s airplane’s recent travels.
- Members of the company’s executive team could be looking to expand their operating capabilities in the area (servicing or optimizing current plants or building new ones) as Ohio has become quite the emerging business hub in the United States.
- If this were to be the case, there could be some reason(s) to consider investing in this giant, non-fictitious paper company.
- Owner: FedEx
- Date: 9/9/2022
- Origin: Miami International Airport
- Destination: Memphis International Airport
- Money Moves:
- As one of America’s most likely well-known and well-used businesses, Federal Express (FedEx) has seen better days.
- The company has recently been plagued with issues involving its relationship(s) with its contractors regarding how to handle rising costs.
- FedEx has recently filed suit against the company.
- This is something to watch for as things progress.
- One of the company’s planes might’ve been out in Miami working with or retaining outside counsel (in addition to its internal counsel) to work on the matter.
- Owner: Hess
- Date: 9/7/2022
- Origin: Minot International Airport (Minor, North Dakota)
- Destination: Teterboro Airport
- Money Moves:
- While many major oil and gas companies focus their operations primarily in and around Texas, Oklahoma, Alaska and other regions around the world, there aren’t many companies with as great a hold in the great state of North Dakota.
- Hess has the hold.
- The company manages operations in the Bakken region, an oil and natural resource-rich region in what I’d considered to be one of the flattest states on planet earth.
- Their operations in the Bakken region are headquartered in where else but Minot, North Dakota (ultimately headquartered in New York, hence the destination being Teterboro).
- The company’s executive team could be looking to expand its current operations or perhaps, given the current upswing stage in the oil cycle, looking to divest some of its assets in the region at a profit.
- Either way, Hess is an oil and gas company that is rarely analyzed and might be working on tapping some wells and value for prospective and current shareholders.
- Owner: The J.M. Smucker Company
- Date: 9/6/2022
- Origin: Teterboro Airport
- Destination: Boston Logan International Airport
- Money Moves:
- One of the most well-known jelly and jam companies in the world, J.M. Smucker has recently hit a snag with its peanut butter.
- While this incident has seemingly subsided, the company could be experiencing some more health-related problems, as many other food industry companies are currently working through.
- While it’s not by any means certain that Smucker’s is having any of these problems at the moment, one of the company’s airplanes has been touring up and down the east coast of the United States, possibly working with local government and regulatory (food safety) agencies to solve any issues its potentially having.
- This wouldn’t be the first time it’s had issues.
- Owner: Sherwin-Williams
- Date: 9/1/2022
- Origin: DeKalb-Peachtree Airport (Atlanta, Georgia)
- Destination: Cleveland Hopkins International Airport
- Money Moves:
- Apparently, Home Depot, which is headquartered in Atlanta, Georgia, doesn’t sell Sherwin-Williams’ paint.
- Sherwin-Williams is headquartered in Cleveland, Ohio.
- The coating giant reportedly has an exclusive partnership with one of the company’s main competitors, Lowe’s.
- Given where one of Sherwin-Williams’ corporate planes has recently traveled, this might be subject to change.
- Perhaps the company’s exclusitivty contract with Lowe’s expires soon and the company might be looking to reach more consumers, as Home Depot is the largest home improvement retailer in the world.
- If Sherwin-Williams is able to promote and offer its products in Home Depot’s stores, we think shareholders (prospective or current) should be thrilled.
- Owner: Chevron
- Date: 8/30/2022
- Origin: Palm Beach International Airport (West Palm Beach, Florida)
- Destination: Oakland International Airport
- Money Moves:
- Headquartered in San Ramon, California, one of Chevron’s private planes just got back from a trip from West Palm Beach, Florida.
- While there isn’t much in terms of oil out in Florida (at least to my knowledge), one of the world’s leaders in the clean energy space, NextEra Energy, is headquartered in North Palm Beach, Florida.
- While it’s likely that Chevron isn’t looking to acquire NextEra, never say never.
- The potential acquisition might make sense given Chevron’s push into the clean energy space.
- What better company to partner with or eventually purchase than the experts.
- Owner: Cigna
- Date: 8/29/2022
- Origin: St. Louis Lambert International Airport (St. Louis, Missouri)
- Destination: Bradley International Airport (Hartford County, Connecticut)
- Money Moves:
- This Follow the Money segment is going to be relatively simple.
- Cigna is one of the largest health insurance companies in the world.
- They maintain approximately 10% market share in the industry.
- While the company’s primary headquarters is in Bloomfield, Connecticut, Cigna also has corporate offices across the globe, one of which is in St. Louis.
- Members of the company’s executive team were likely checking on operations in the Midwest, or possibly searching for other smaller health insurance or technology companies to acquire.
- Owner: Stryker
- Date: 8/26/2022
- Origin: New York Stewart International Airport (Orange County, New York)
- Destination: Kalamazoo Battle Creek International Airport
- Money Moves:
- Real estate in New York tends to be a bit more expensive than the rest.
- That might be why medical device and machine manufacturer (headquartered in Kalamazoo, Michigan) Stryker might be bringing some corporate officers or manufacturing facilities to the outskirts of New York.
- While we haven’t seen any news reports to support this, it makes sense that one of the company’s planes was in Newburgh, as it tightens their domestic supply chain in an area with likely plenty of demand for medical devices, New York.
- Although we could be wrong, Stryker is a solid, seldom discussed and analyzed company that could be looking to expand while investors and the pundits are distracted and have their sights set elsewhere.
- Owner: McDonald’s
- Date: 8/26/2022
- Origin: São Paulo–Guarulhos International Airport
- Destination: DuPage County Airport (West Chicago, Illinois)
- Money Moves:
- Ok seriously what’s going on in Brazil.
- One of Chicago-based McDonald’s corporate planes recently wrapped up a trip from Brazil.
- There could be a few reasons for this.
- One of which could be that the company’s executive team is working on expanding the company’s presence in the region.
- Another reason could be that they’re working out deals with the local farmers and/or distribution companies in the area, trying to cement new deals or improve current ones.
- While this is all pure speculation, as we don’t 100% know what McDonald’s is up to in Brazil, it’s interesting information to follow that could potentially mean something for shareholders in the near future.
- Owner: Procter & Gamble
- Date: 8/25/2022
- Origin: Rio de Janeiro International Airport
- Destination: São Paulo–Guarulhos International Airport
- Money Moves:
- We might as well keep the international trend going, as we’ve seen recently with Walmart and Costco.
- One of Procter & Gamble’s planes is in Brazil.
- The company does appear to have substantial operations (such as factories and corporate offices) currently in the region, which could seemingly change in the near future.
- Specifically, the company could be shifting more of its distribution in Brazil and South America.
- Or this flight might just be a routine check on the company’s global offices.
- Either way, there’s been a lot of international movement among major consumer brands and companies, which could be quite interesting and should be monitored by investors.
- Owner: UniFirst
- Date: 8/24/2022
- Origin: Richmond International Airport (Richmond, Virginia)
- Destination: Manchester-Boston Regional Airport
- Money Moves:
- UniFirst is one of the few major national uniform rental companies.
- While it’s usually overshadowed by its stronger competitor, Cintas, the company’s stock has generated some decent returns over the past five years.
- As it specifically relates to the company’s air travel, some of the members of UniFirst’s executive team likely took a trip out to Virginia (from its headquarters in Wilmington, Massachusetts) to either develop new relationships with some of the major businesses headquartered in Virginia or to check on some of its facilities currently serving the area.
- Either way, this could mean improved efficiency for the company or new customers, some of which seem to include Costco, Carmax, Hershey and many others.
- Both of which current and prospective shareholders should be excited about.
- Owner: Costco
- Date: 8/24/2022
- Origin: Gimhae International Airport (Busan, South Korea)
- Destination: Incheon International Airport (Seoul, South Korea)
- Money Moves:
- We had no idea Costco was in South Korea.
- It would’ve been a lot more interesting if the company didn’t already do business in the region because we could’ve seemed like geniuses, but I guess we can work with this!
- Per reports, the company has 16 store locations in South Korea.
- The company’s executive team could be looking to expand or contract its operations in the region.
- One is obviously better than the other if you’re a current or prospective shareholder in the company.
- If we had to guess, we’d assume that the company is considering expanding its operations in the region, as fellow large retailer Walmart (one of its planes) recently took a trip to South Africa (as listed below on this page), likely paying a visit to its 51% owned subsidiary, Massmart.
- Big retail companies could be looking to expand operations overseas, diversifying its offerings and ability to generate revenue outside of the United States.
- If we’re correct, we think this is a potential reason for investors to be bullish on Costco’s stock in the long run.
- Owner: Workday
- Date: 8/23/2022
- Origin: Tri-Cities Airport (Blountville, Tennessee)
- Destination: Teterboro Airport
- Money Moves:
- Workday is one of the largest software companies that makes money primarily by connecting employees and employers.
- The company has a wide customer base and has been around since 2005.
- A plane partially owned by the company has recently touched down in New Jersey from Tennessee.
- This could be an indication that Workday is working on or finalizing partnerships with new companies in the region, as the company handles, stores and manages a lot of information for companies.
- One of the larger, well-known companies in the region is Dollar General.
- While this is pure speculation, it could be an indication that Workday is continuing to expand across the United States, which should bring shareholders some comfort, especially given the company’s recent dip in share price.
- Owner: Walmart Inc.
- Date: 8/21/2022
- Origin: Northwest Arkansas National Airport (Bentonville, Arkansas)
- Destination: Lanseria International Airport (near Johannesburg, South Africa)
- Money Moves:
- Walmart’s corporate planes don’t find themselves in Africa all too often.
- But when they do, it might be a strong indicator that the company is in the process of buying the rest of African retailer giant, Massmart (yes, that’s the real name of the company), of which Walmart already reportedly owns 51%.
- Our team believes that this could be the first or last steps of Walmart bidding to buy out the rest of Massmart’s shares, retaining 100% of the company and growing its presence in Africa, as Massmart operates heavily in various countries across the continent of Africa.
- If our assumptions are correct, members of Walmart’s executive team are likely visiting to finalize or potentially lobby for the deal to go through.
- This is a news story that you’ll likely want to keep tabs on.
- Owner: Cintas
- Date: 8/19/2022
- Origin: Telluride Regional Airport (Telluride, Colorado)
- Destination: Cincinnati Municipal Airport-Lunken Field
- Money Moves:
- Either members of Ohio-based Cintas’ executive team finished up some fun times on the slopes or they’re in the process of working on their business prospects and current operations in and around Colorado.
- Either or!
- Although the company already maintains a considerable amount of market share in the uniform, linen and sanitizer spaces, the company’s operations in Colorado aren’t as vast as I would’ve initially expected.
- As can be found on their website, the company’s operations appear to be somewhat scarce in the region.
- Maybe the company’s executive team flew out to consider bidding for a more prominent domestic operator in the regions they don’t currently serve.
- Cintas is known for making strategic, regional acquisitions in the past!
- Owner: Las Vegas Sands
- Date: 8/19/2022
- Origin: Los Angeles International Airport
- Destination: Harry Reid International Airport (Las Vegas, Nevada)
- Money Moves:
- Las Vegas Sands, among other major casino and resort companies has seen its fair share of headwinds.
- Headwinds such as geopolitical pressures from China as well as pandemic-related shutdowns across the globe.
- While it might be a good idea for these companies to dip their toes into the digital gaming space, it might also be a smart idea to see where they can develop new resorts within the United States.
- This could be what Las Vegas Sands’ executive team is working on in Los Angeles.
- Given that one of the company’s private planes was recently in Los Angeles, some of the company’s executives might have been meeting with zoning and other local government officials attempting to open a new resort in the area, as most of Sands’ resorts lie in or near China and Singapore, as the company has sold its core Las Vegas assets for billions.
- The company could be in the process of making a major stateside comeback if they were to build out some new resorts in and around Vegas.
- Owner: The Hershey Company
- Date: 8/19/2022
- Origin: Cape May Airport (Cape May, New Jersey)
- Destination: Harrisburg International Airport (Harrisburg, Pennsylvania)
- Money Moves:
- In honor of our recent stock analysis article on The Hershey Company, we figured this segment could be slightly more special than the rest.
- Don’t get me wrong, the rest are pretty cool, but I figure you get what I mean.
- Anyways, the famed candy and confection company is headquartered in Derry Township (near Hummelstown, Pennsylvania), Pennsylvania.
- As for one of their corporate plane’s point of origin, nearby Cape May, New Jersey, the company doesn’t appear to currently have a factory or any plants in the area but never say never.
- This could be a sign that The Hershey Company is exploring the option of setting up some more stateside operations, especially close to headquarters.
- At face, this would likely be a strategic move in shortening the company’s supply chain and keeping tabs on its operations.
- Either way, both are positives for the company if our assumptions our correct.
- Owner: Koch Industries
- Date: 8/18/2022
- Origin: St. Paul Downtown Airport (St. Paul, Minnesota)
- Destination: Wichita Dwight D. Eisenhower National Airport
- Money Moves:
- I didn’t know whether any of you knew, but apparently the global insulation market is growing like hotcakes.
- It seems to be particularly “growthy” in Minnesota, per the previous link.
- One of the leaders in the residential (real estate in general) insulation and sheathing space is one of Koch Industries’ subsidiaries, Georgia-Pacific.
- It makes sense that the company’s executive team likely took a trip up north to develop or finalize some contracts related to the company’s sheathing and insulation products and services.
- Koch Industries is headquartered in Wichita, Kansas.
- Owner: Great Clips
- Date: 8/16/2022
- Origin: Philadelphia International Airport
- Destination: Teterboro Airport
- Money Moves:
- Great Clips is a haircut chain headquartered in Bloomington, Minnesota.
- After a quick search on the internet, there don’t appear to be any haircut companies that are currently publicly traded.
- Given where this company’s corporate plane has been traveling, this could change soon.
- Specifically, when companies want to begin the process of filing for an IPO (initial public offering), they tend to travel to New York, meet with their in-house and external legal counsel as well as likely teams of consultants, bankers and other advisors that help guide a company to becoming publicly traded.
- Great Clips might be changing the status quo and getting ready to enter the public markets.
- Be sure to keep up with the company and its moves.
- Owner: Allstate
- Date: 8/15/2022
- Origin: Chicago Executive Airport
- Destination: Quebec City Jean Lesage International Airport (Quebec City, Canada)
- Money Moves:
- Headquartered in Northbrook, Illinois, Allstate appears to be potentially expanding its business outside of the United States, specifically to our neighbors to the north.
- While the company maintains a considerable amount of market share in the US (and some share in Canada), the company could be looking to focus more on its Canadian prospects, looking to insure as many people as possible.
- The company could also be considering acquiring an insurance company in the region, which would also help Allstate increase its current share of the insurance market.
- Either way, we think Allstate is a company worth keeping your eyes on.
- Owner: Ecolab
- Date: 8/12/2022
- Origin: St. Paul Downtown Airport (St. Paul, Minnesota)
- Destination: Jackson Hole Airport (Teton Country, Wyoming)
- Money Moves:
- Either members of Ecolab’s executive team are having some fun out on the slopes or they’re working on attracting new talent, specifically in the sales realm around Wyoming.
- Either way, lots of fun!
- It appears as though the company needs some more salespeople to cover current and potential customers in the area.
- Members of the Ecolab’s c-suite could be attempting to put in place new hiring incentives or participating in job fairs in the area.
- A less likely yet still possible scenario could be that the company is working on developing a new line of business in the region.
- Either way, if you reside near Jackson Hole, you should apply to Ecolab!
- Owner: Jay-Z
- Date: 8/10/2022
- Origin: Teterboro Airport
- Destination: Salt Lake City International Airport
- Money Moves:
- Watch the Throne? More like Watch the Plane.
- Jay-Z has come a long way from the hard knock life.
- After all, he’s not a business man, he’s a business, man.
- After successfully spearheading rap and hip hop for decades, Jay-Z has proved himself to be quite an investor.
- For example, he’s reportedly invested in companies such as JetSmarter, Uber, Impossible Foods and many others.
- Given that his plane recently touched down in Utah, he might be seeking new venture investments out west!
- Owner: FedEx
- Date: 8/9/2022
- Origin: Memphis International Airport
- Destination: Paris Airport-Le Bourget
- Money Moves:
- FedEx has been doing business overseas for years, however the company seems to be shifting and expanding its offerings across the pond.
- Specifically, the company has reportedly been working on expanding its air freight operations from the United States to Asia to between Asia and Europe as well.
- This is just another way in which the delivery and logistics leader has to grow in order to hold its ground against UPS and Amazon.
- However, we think prospective and current shareholders should be bullish on FedEx given this assumption, as members of FedEx’s executive and legal teams likely flew to France to draw up contracts in order to expand its inner and outer continental delivery solutions.
- Owner: The Kroger Company
- Date: 8/6/2022
- Origin: Midway International Airport (Chicago, Illinois)
- Destination: Cincinnati Municipal Airport-Lunken Field
- Money Moves:
- Oddly enough, Kroger isn’t just a lone grocery store.
- The company is also home to grocery establishments such as Fred Meyer, Ralphs, Owen’s, Food 4 Less, Metro Market and Mariano’s, among many others.
- Mariano’s and Food 4 Less specifically have a considerable presence in and around the Chicagoland area.
- Kroger, as a parent company has been expanding into many other markets across the country and Illinois doesn’t appear to be any exception.
- Prospective and current shareholders should keep track of this company’s geographic growth along with its technological growth as well.
- The company’s executive team could be scouting some potential sites for new store locations across the city of Chicago.
- Owner: Portillo’s
- Date: 8/3/2022
- Origin: Harry Reid International Airport (Las Vegas, Nevada)
- Destination: DuPage Airport (West Chicago, Illinois)
- Money Moves:
- Portillo’s is an iconic restaurant (headquartered in Illinois) known for its delicious hot dogs and juicy burgers.
- The company recently went public (NASDAQ: PTLO) and has massive expansion plans.
- According to the company’s website, Portillo’s doesn’t currently have locations in Nevada, but the executive team might just be working on it given the company’s visit to Las Vegas.
- They’ve already touted their ambitious hot dog domination plans around the country.
- Why not Vegas?
- Owner: Kohler
- Date: 8/2/2022
- Origin: Huntsville International Airport (Huntsville, Alabama)
- Destination: Sheboygan County Memorial Airport (Sheboygan Falls, Wisconsin)
- Money Moves:
- Kohler is a privately owned manufacturing company that specializes in bathroom sinks, toilets, urinals and other appliances.
- The company is headquartered in, interestingly enough, Kohler, Wisconsin.
- It appears as though the company has a large maintenance and production facility in Huntsville, Alabama.
- The company’s executive team likely took a trip down to their Huntsville facility to check on production and possibly enhance the company’s stateside production capabilities.
- This is likely a major point in which the company is focusing on as they want to keep as many of their operations in the United States as possible given the increased cost of doing business overseas and other hassles and stresses that come with outsourcing in today’s economy.
- Owner: Bank of America
- Date: 8/2/2022
- Origin: Dublin Airport (Dublin, Ireland)
- Destination: Teterboro Airport
- Money Moves:
- One of Bank of America’s corporate planes recently landed near New York all the way from Dublin, Ireland.
- While the company appears to already have some commercial operations across the pond, what could very well just be a layover in Ireland could hint at the company’s expanding some of its operations in Ireland.
- Perhaps BofA sees something in the Irish market that other major banks are missing or the company’s executives simply want to increase their consumer and commercial businesses in the area.
- Either way, if these assumptions are correct then there could be cause for future celebration as the Bank of America inches closer to becoming the bank of the world (and America).
- Owner: Boeing Company
- Date: 8/1/2022
- Origin: Midway International Airport (Chicago, Illinois)
- Destination: Orlando International Airport
- Money Moves:
- Boeing has recently announced that it will be moving its corporate headquarters from Chicago to Virginia.
- This is big news.
- However, it doesn’t likely have much to do with one of the company’s corporate jets being in Orlando.
- But, this could mean that Boeing could be further expanding its east coast operations and manufacturing sites, possibly in Florida.
- This makes sense given that the state is known for being favorable to businesses.
- If our assumptions are correct, this is likely some reason to be bullish on the company’s currently depressed stock moving forward.
- Owner: Kimberly-Clark
- Date: 7/28/2022
- Origin: Louisville International Airport (Louisville, Kentucky)
- Destination: Midway International Airport (Chicago)
- Money Moves:
- Kimberly-Clark is a consumer products giant home to famous brands such as Cottenelle, Huggies, Viva, Scott and others.
- Given that it doesn’t appear that the company has any plants or operations in Louisville, this could be a sign that they’re considering opening a new plant and expanding its operations domestically.
- If so, this could be a reason to be bullish on the company’s stock and future production prospects.
- Additionally, it makes sense that one of the company’s planes touched down in Chicago given that they’ve expanded much of their marketing and other commercial innovation in Chicago.
- Kimberly-Clark seems to be quietly expanding and we think it’s definitely a company that investors should keep an eye on.
- Owner: ConocoPhillips
- Date: 7/28/2022
- Origin: Midland International Airport (Odessa, Texas)
- Destination: George Bush Intercontinental Airport (Houston, Texas)
- Money Moves:
- The executive team(s) of major oil and gas production company ConocoPhillips (headquartered in Houston) likely take many trips to and from Midland, as it’s a hot spot for oil wells and consequently the production of oil. The company’s executive team was likely checking on a current or prospective project down in Texas’ Permian Basin.
- Owner: Sherwin-Williams Company
- Date: 2/10/2022
- Origin: Dulles International Airport (Washington D.C.)
- Destination: Orlando International Airport (Orlando, Florida)
- Money Moves:
- When Sherwin Williams asserts that, according to their company slogan, they “cover the earth,” they’re not lying!
- While most usually think homes, hotels, and other places that people inhabit or congregate, they neglect to go to the next level.
- No really, we’re talking about Sherwin-Williams’ partnership with Cirrus Aircraft!
- Specifically, the contract allows the paint company to do the coatings on their fleet of planes.
- Not a bad purchase order for the paint people!
- This likely has to do with why one of the company’s corporate planes touched down in Orlando within the past few days.
- Cirrus has two new locations in Orlando.
- Members of their corporate team are likely making sure the partnership is going smoothly.
- We hope that Sherwin-Williams pursues more opportunities in the aviation and travel industries; wherever they can get their paint on vehicles is where they should be!
- Owner: Pfizer Inc.
- Date: 1/27/2022
- Origin: Westchester County Airport (White Plains, New York)
- Destination: Toronto Pearson International Airport (Toronto, Canada)
- Money Moves:
- A lot of attention has been put on Pfizer supplying vaccines and other forms of medicine against COVID-19 (among other diseases) in America.
- However, it can be hard at times to remember that the company provides products and services across the border(s) and oceans!
- In this Follow The Money, one of Pfizer’s corporate planes recently took a trip to Toronto, Canada.
- The company likely has a few corporate offices in the area, among others, and is working on sending out vaccines to those in the area and surrounding areas as well.
- Members of their corporate team are likely working on the most logistical, least expensive ways to coordinate distribution of their vaccines in Toronto.
- As Pfizer sends out more vaccines, it’s likely to continue to elevate their share price as well.
- Owner: Walmart Inc.
- Date: 1/25/2022
- Origin: Cecil Airport (Jacksonville, Florida)
- Destination: Zephyrhills Municipal Airport (Zephyrhills, Florida)
- Money Moves:
- Walmart has been doing a great job of staying ahead of their competition.
- With moves into the metaverse and the early development and expansion of technological projects meant to benefit their consumers, the company seems to be staying afloat against ecommerce and other retail threats.
- One of the newest advancements Walmart has been pursuing in recent history is in-home delivery.
- You heard us right!
- Walmart is apparently testing out a few of their markets, one of them being in Tampa (adjacent to Zephyrhills), Florida, to see the demand and feasibility of doing away with your grocery in-store experience altogether and having employees drop off your groceries in your fridge.
- We’re not crazy about the idea, however, we’re interested to see what the consumers say in these markets and how much Walmart invests in the project going forward.
- Owner: Hormel Foods
- Date: 1/18/2022
- Origin: Austin Municipal Airport (Austin, Minnesota)
- Destination: Eppley Airfield (Omaha, Nebraska)
- Money Moves:
- One of Hormel’s more prominent subsidiary companies hails in Papillion, Nebraska.
- The company, (you guessed it), Papillion Foods, produces “salami and dry sausage products.”
- Hormel opened their facility in December 2020.
- Members of Hormel’s corporate team are likely in the neighborhood to check on the manufacturing and production of their meat products and how they can fight the current increase in the price of meat.
- The company might be looking at quietly maintaining the same package size but decreasing the amount of meat per package in order to fight these new const concerns.
- While this is pure speculation, it would make sense if company management was working on keeping current packaging while cutting any cost corners they can.
- Owner: Harley-Davidson
- Date: 1/10/2022
- Origin: General Mitchell International Airport (Milwaukee, Wisconsin)
- Destination: Harrisburg International Airport (Harrisburg, Pennsylvania)
- Money Moves:
- Survival of the fittest stood true for Harley-Davidson back in the 1930’s; they were one of the two motorcycle companies to survive the Great Depression.
- That’s your HOG (Harley-Davidson’s stock symbol) trivia for the day!
- The Milwaukee-based bike manufacturer, seller, and financer holds one of their bike factories in York, Pennsylvania (a few miles from Harrisburg).
- Members of the iconic bike business are likely in Pennsylvania to check on the efficiency of their current manufacturing and operating processes.
- Specifically, they might, as many companies have considered in the past, looking into automating the bike assembly process in order to cut their labor costs and overall long-term costs.
- The company’s stock itself appears undervalued. Automating the domestic assembly process (from a strict investing standpoint) can extract some value for shareholders.
- Owner: Deere & Company
- Date: 1/6/2022
- Origin: Quad City International Airport (Moline, Illinois)
- Destination: Harry Reid International Airport (Las Vegas, Nevada)
- Money Moves:
- Is John Deere’s new innovation taking the fun out of farming? Debatable.
- Is John Deere’s new innovation bound to increase production for its customers? Quite likely.
- 10 hours of work while the owner does something else or tends to another part of their farm.
- That’s what their brand new 8R tractor is allegedly capable of doing.
- Farmers likely want to do work themselves and have the satisfaction of manning their own equipment.
- While this autonomous tractor isn’t exactly farmer-friendly, it does seem to be investor friendly!
- Farmers, especially of large estates, tend to have a lot of land to tend to on a daily basis (among their other priorities).
- If this is the case, many farmers across the nation and world (tech savvy or not) are likely interested in at least testing the product out.
- If it’s not for them, Deere & Company is likely to create more similar, technological advances (not necessarily completely autonomous) in current and new equipment.
- Members of their executive (and marketing and engineering) team(s) are likely in Las Vegas to show the machine off at CES 2022!
- Owner: Dollar General Corporation
- Date: 1/4/2022
- Origin: Nashville International Airport
- Destination: Bessemer Municipal Airport (Bessemer, Alabama)
- Money Moves:
- It’s the first Follow The Money of 2022!
- One of Dollar General’s southern distribution centers resides in Bessemer, Alabama.
- Aside from the distribution hub, however, they also appear to have a few stores in the area.
- Rural, not served by Walmart or any other major grocery chains; Dollar General’s bread and butter!
- It’s likely their corporate team is looking at opening a few more stores or hybrid grocery markets in the area.
- This would make sense given the relative scarcity of major grocery giants in the area.
- Owner: Ford Motor Company
- Date: 12/23/2021
- Origin: Farnborough Airport (Farnborough, England)
- Destination: Detroit Metropolitan Wayne County Airport (Detroit, Michigan)
- Money Moves:
- Ford is getting sustainable as it relates to getting green and making green.
- The automobile manufacturing behemoth has begun its journey into the electric vehicle market and has seen some success thus far!
- As it relates to their investment in the electric vehicle market, Ford has somewhat recently put $315 million to work across the pond!
- The company likely sees relatively strong demand for electric vehicles in the European market.
- It’s difficult to definitively say whether or not this demand will stay or if their investment in the electric vehicle space will not be worth it, given the competitiveness of the industry.
- Members of Ford’s executive team likely flew out to either check on the conversion status of their new electric vehicle plant or to resize the market in England (and Europe generally), possibly considering more investments in the electric vehicle market.
- Owner: ConocoPhillips
- Date: 12/16/2021
- Origin: Oslo Airport (Oslo, Norway)
- Destination: George Bush Intercontinental Airport (Houston, Texas)
- Money Moves:
- ConocoPhillips does a fair amount of business overseas.
- Specifically, it’s highly likely that members of their executive team took a trip way north, Norway!
- It appears as though most of their Norwegian business activity comes from ocean rig drilling.
- ConocoPhillips also does pipeline work in the region as well.
- What could be a rudimentary check-up on their global operations could also be a move to strengthen their overseas operations, in order to potentially offset any potential issues that may arise in the United States.
- ConocoPhillips is unique compared to its peers (ExxonMobil, Chevron, Shell etc…) in the sense that they’re intent on fostering a portfolio of assets that is less sensitive to volatile swings in the price of oil (and other commodities that affect their business and costs).
- It’s assuring to see a company with a large domestic, national footprint seemingly taking steps overseas to uphold and maintain solid business across the pond.
- Owner: Boeing Company
- Date: 12/15/2021
- Origin: Toronto Pearson International Airport (Toronto, Canada)
- Destination: Dulles International Airport (Washington D.C.)
- Money Moves:
- Boeing has problems.
- First of all, one of their international customers, Qantas (Australia’s largest airline), has announced plans to phase out its current fleet of domestic Boeing aircraft, replacing them with Airbus jets.
- This news alone isn’t unsettling simply because Boeing is losing one of its global customers, however, what’s troubling is that more carriers across the globe are likely to follow suit.
- On top of losing business overseas, a senate report that emerged two days ago concluded that “Boeing and its suppliers fall short on safety oversight.”
- There have been various investigations involving Boeing after their 737 MAX issues.
- It seems as though Boeing is still skipping steps in ensuring the safety of the aircraft they produce, per Boeing engineer, Martin Bickeboeller.
- This is likely one of the reasons members of Boeing’s executive team took a trip to Washington.
- The future looks grounded for Boeing, just as their planes should be until they stop cutting corners.
- Owner: Exelon Corporation
- Date: 12/14/2021
- Origin: San Diego International Airport
- Destination: Chicago-Rockford International Airport (Rockford, Illinois)
- Money Moves:
- Utility companies tend to perform well during recessionary periods (and periods when the economy is doing well).
- Much of their success during times of turmoil comes from the fact that the utilities industry has incredibly high barriers to entry paired with the necessity for the product (energy) itself.
- People can live with cutting a few grocery items for a month or two, however, the energy bill(s) are always near (if not at the top) of the budget.
- Exelon is one of the companies that has and will continue to prosper from these truths.
- Exelon holds a nuclear power generating station in Byron, Illinois (a few miles from Rockford), that keeps, according to their website, two million homes powered.
- Members of their executive team likely flew out to ensure the efficacy and efficiency of their plant.
- Exelon also has hundreds of employees in the area that could be subject to having their jobs done by robots.
- This is sort of a stretch in some regards, however, it’s not too crazy to be true!
- Owner: Schneider National
- Date: 12/14/2021
- Origin: Dallas Executive Airport
- Destination: Green Bay Austin Straubel International Airport (Green Bay, Wisconsin)
- Money Moves:
- Who said Schneider doesn’t treat their drivers well?
- I mean, come on, the trucking company built a state of the art facility for its truckers which includes shower stalls, multiple lounges, and exercise equipment!
- This new facility resides in Dallas, Texas.
- Not only is the fairly new facility driver-friendly, but it’s business friendly too.
- We can’t imagine many trucking carriers offer these sorts of perks for their drivers around the country, and with greater driver happiness and fulfillment in their work, results consisting of productivity and efficiency likely follow.
- In addition to keeping their drivers happy (which is now more important than ever), the Green Bay-based company is also getting ahead on the cyber-side!
- Members of Schneider’s corporate team likely flew out to check on their facilities, more so the logistics side of the operations center, ensuring efficiency and delivery for the holiday season.
- Owner: CarMax
- Date: 12/9/2021
- Origin: Roanoke-Blacksburg Regional Airport (Roanoke, Virginia)
- Destination: Richmond International Airport (Richmond, Virginia)
- Money Moves:
- As the economy is somehow still blazing hot, companies around the world are trying to capitalize on the subset of consumers that are still feeling spendy; especially vehicle retailers.
- CarMax, a pioneer in the used vehicle space, is likely on the prowl for as many employees as possible in order to get as many cars sold as they can before this fantasy economy we’re living through gets decimated.
- Members of their corporate team likely flew out to to Roanoke to rally up some future employees, specifically in their neck of the Virginia woods.
- This will likely be one of their last domestic hiring squeezes before reality catches up with the economy.
- Owner: BNSF Railway
- Date: 12/7/2021
- Origin: Tulsa International Airport
- Destination: Houston Hobby Airport
- Money Moves:
- BNSF’s corporate plane landed in Houston this morning.
- BNSF as an entity alone is not publicly traded, however, the railroad is owned by Warren Buffet’s Berkshire Hathaway, which is a publicly traded company.
- Therefore, if you owned stock in Berkshire Hathaway, you would also own a piece of BNSF (and other BRK.B companies).
- Members of BNSF’s corporate group are most likely in Houston to iron out some logistical issues.
- While there isn’t any concrete news yet, BNSF runs a fairly expansive facility in Houston (and large-scale operation throughout Texas).
- They are likely either fighting unionization, a potential lawsuit, or working on improving their domestic freight network in and around Houston.
- Regardless of what they’re working on, the railway might incur temporary issues but in the grand scheme, will be a company that you will likely want to own stock in.
- Owner: Saudi Aramco
- Date: 12/6/2021
- Origin: Shannon Airport (Ireland)
- Destination: George Bush Intercontinental Airport (Houston)
- Money Moves:
- One of Saudi Aramco’s corporate planes touched down in Houston at 7:40 AM.
- This makes sense given that one of the world’s largest oil conferences is being held in Houston today.
- Major oil executives from Exxon, Chevron, Aramco, and many other oil giants will be discussing the future of the industry, specifically as it relates to the uncertainty brought upon by the omicron variant.
- It’s hard to say what the future holds for major oil corporations.
- It’s also difficult enough that these companies are never immune to the inherent volatility that comes from oil price fluctuations.
- As one example (of many) the travel industry seems to be in limbo at the moment, trying to dig itself out of the mire of COVID-19 and its subsequent variants.
- With the airline industry still looks somewhat bleak, oil and gas companies (as well as airlines) are going to suffer and accumulate more and more debt.
- While seemingly just a conference like any other, the implications of future challenges that are being discussed at the conference likely will affect your portfolio in the short, intermediate and long term.
- Owner: Eli Lilly and Company
- Date: 12/2/2021
- Origin: Indianapolis International Airport (Indiana)
- Destination: Teterboro Airport
- Money Moves:
- Eli Lilly’s corporate plane just touched earth in New Jersey!
- With the increased worry regarding the omicron variant, major pharmaceutical companies are stepping back into the frame.
- While companies like Pfizer, Moderna, and Johnson & Johnson have been most commonly in COVID-19-related news, pharma giant Eli Lilly now has some footing in fighting the new variant.
- Specifically, Lilly is working on determining “how effective its monoclonal antibody treatment, etesevimab, is in combating Omicron.”
- With more virus worries comes more profit opportunity for Eli Lilly and its peers.
- Members of Lilly’s executive team are likely in New York to check on its labs and testing facilities.
- They’re likely trying to get some of their FDA-approved products out into the marketplace in attempts to help customers and their bottom line.
- Owner: Royal Dutch Shell plc (Shell)
- Date: 11/30/2021
- Origin: Schiphol Amsterdam Airport (Holland)
- Destination: Baton Rouge Metropolitan Airport (Louisiana)
- Money Moves:
- Oil and gas gargantuan Shell seemed to have one of its refinery sites in limbo. At least, that’s what used to be the case!
- Earlier this year, Shell appeared to consider selling the site for the right price, however, that price never came along.
- So, they kept it!
- The site, specifically titled the Geismar Plant, is owned and operated by Shell today.
- According to their website, the site primarily produces
“Detergent Alcohols, Ethylene Glycol, Alpha Olefins” and other chemical products. - Members of Shell’s executive team likely took a trip across the pond to check on the viability of the plant, or they may even be in talks with a new bidder!
- Owner: Target Corporation
- Date: 11/29/2021
- Origin: Minneapolis-Saint Paul International Airport
- Destination: Waukesha County Airport (Wisconsin)
- Money Moves:
- Untangling a supply chain mess isn’t likely very easy, especially for a major retailer such as Target.
- While there has been a lot of discussion about Waukesha in recent news, members of Target’s corporate team are likely there for different reasons.
- Specifically, Target holds both stores and distribution hubs in the area.
- Some of Target’s executives are likely visiting their distribution warehouse(s)in the Waukesha-Oconomowoc area.
- They could be working on the domestic and national supply chain at their local centers or they could be in early negotiations with employees!
- A growing amount of our “Follow The Money” segments have involved corporate teams flying out to their disgruntled workforce(s), trying to devise a new contract and get them back to work.
- What could be a mundane check-in could really be the early innings of unionization at Target.
- Owner: Lumen Technologies Inc.
- Date: 11/29/2021
- Origin: Monroe Regional Airport (Monroe, Louisiana)
- Destination: Conroe-North Houston Regional Airport
- Money Moves:
- Lumen Communications is a publicly traded telecommunications company based in Monroe, Louisiana.
- The company has a relatively sizeable network expanding across the globe.
- As it relates to their destination, Lumen does have data centers in and on the outskirts of Houston (not too far south of Conroe, Texas).
- However, members of Lumen’s corporate team are not likely inspecting or keeping tabs on their Houston networks, but instead, considering a sight north of Houston (in the Conroe area) to build out their domestic network capabilities.
- There is a good amount of vacant land ready to have cable lines running through the ground or cell towers to be built out in the area!
- This move would be a short term investment in hopes for an intermediate to long term return.
- If Lumen can strengthen its regional presence throughout Texas and bordering Louisiana, they will create more revenue streams for the company, however, telecommunications companies aren’t exempt from feeling the pain of inflation!
- Owner: The Kroger Company
- Date: 11/24/2021
- Origin: Memphis International Airport
- Destination: Cincinnati Municipal Airport-Lunken Field
- Money Moves:
- One of Kroger’s corporate planes is zooming over South Fulton, Georgia!
- Members of Kroger’s corporate team likely flew down to Memphis to tend to one of their distribution centers.
- They are likely working on automating processes within their distribution network, as they’ve made some pretty big announcements recently!
- If not their distribution centers, the grocery chain has had some high levels of theft in their Memphis stores.
- Members of their corporate and/or legal team might have flown down to address this issue.
- Owner: Stanley Black & Decker Inc.
- Date: 11/24/2021
- Origin: Naples Airport (Naples, Florida)
- Destination: Charlotte Douglas International Airport
- Money Moves:
- Black & Decker is doing a lot of hiring in Charlotte and Florida!
- Being one of the more vulnerable, supply chain sensitive companies in the world, the tool conglomerate is likely trying to meet both labor and product demands that it’ll likely be chasing for a while.
- As discussed in our formal analysis of Stanley Black & Decker, the CEO explained that the company has roughly $1 billion tied up in inventory around the globe.
- The job offerings on the company’s website range from technical jobs to customer support.
- A lot of people might not be ecstatic about working at Black & Decker, and their corporate team is likely trying to change that.
- Specifically, like many companies, they are likely setting up national hiring events so as to drum up the labor help it desperately needs.
- While Black & Decker is going to be around for a long time and is having the same problems everyone else is having, it’s nevertheless a thorn in their side that they must take out.
- Owner: Dollar Tree
- Date: 11/20/2021
- Origin: Hillsdale Municipal Airport (Hillsdale, Michigan)
- Destination: Norfolk International Airport (Norfolk, Virginia)
- Money Moves:
- Whenever the next recession hits, Dollar Tree is likely to clean up pretty nicely!
- In fact, the stock currently sits at an all-time high at around $134.
- The wallet-friendly, cheap chain has one store in Jonesville, Michigan (adjacent to Hillsdale, Michigan).
- Given the area being ideal for any type of dollar store (rural, somewhat in the middle of nowhere, not near other big box retailers, sparsely populated etc…), the company is likely working on its expansion in rural Michigan.
- Expand while you can appears to be the motto of many retailers across the nation, and it should especially be the anthem for Dollar Tree and its subsidiaries!
- Owner: The Procter & Gamble Company
- Date: 11/17/2021
- Origin: Gothenburg-Landvetter Airport (Landvetter, Sweden)
- Destination: Sundsvall-Timrå Airport (Sundsvall, Sweden)
- Money Moves:
- It seems as though Procter & Gamble’s corporate team is flying out to the remote east in the remote west, Sundsvall, Sweden!
- One of the largest timber, paper, and pulp manufactures in the region, Svenska Cellulosa AB, is headquartered in Sundsvall.
- Procter & Gamble sells a lot of products made with or of paper and currently, they don’t have any major lines of business in Sweden.
- We smell a potential acquisition.
- If PG were to be in talks with Svenska, it would make sense.
- With PG’s lack of presence in the area as well as diversifying their manufacturing overseas to shield the company from short and long term inflationary pain, buying out a major European manufacturer makes sense right now for a giant like Procter and Gamble.
- Owner: Stanley Druckenmiller
- Date: 11/15/2021
- Origin: Newark Liberty International Airport
- Destination: San Jose International Airport
- Money Moves:
- Stanley Druckenmiller is one of the most successful investors of our generation.
- He is famous for making a billion dollars with George Soros on Black Friday. In a day.
- Druckenmiller converted his hedge fund into a family office and is still investing!
- One of his largest bets is on tech security company, Palo Alto Networks.
- The company is headquartered in Santa Clara, California, near where Druckenmiller’s plane landed (in San Jose).
- PANW comprises roughly 6.3% of Druckenmiller’s portfolio!
- It’s slightly suspicious that he decided to fly out two days before the company reports its earnings.
- If there’s a major upside or downside surprise and Druckenmiller trades a block of his PANW stock, the SEC might be giving him a call!
- Owner: Domino’s Pizza Inc.
- Date: 11/14/2021
- Origin: Raleigh-Durham International Airport
- Destination: Willow Run Airport (Michigan)
- Money Moves:
- If you reside in North Carolina, robots may be delivering your pizza.
- Domino’s autonomous delivery vehicles are now legal in the state!
- It’s hard to say whether or not this will help get food to customers quicker than a human in their hatchback.
- However, it can be said that if these robo-drivers roll out successfully, Domino’s will be saving a lot on payroll costs.
- Domino’s is the upper crust in the pizza space.
- This move, which will likely be successful as their corporate team implements it across the country, will separate Domino’s considerably from any competition.
- While an investment, they’ll likely rake in enough dough to pay down this investment over time like many other major corporations.
- Owner: Under Armour Inc.
- Date: 11/11/2021
- Origin: Baltimore/Washington International Airport
- Destination: Portland International Airport (Oregon)
- Money Moves:
- This is interesting!
- Under Armour is on the opposition’s turf!
- While a merger is next to an absolute impossibility, members of the executive teams from each company could be talking business.
- However, it seems more likely that Under Armour is doing some expansion in the area in attempts to claw away any business from Nike on their stomping grounds.
- It’s not a terrible time to expand your customer horizons if you’re Under Armour right now.
- However, with the current state of the national economy and the global supply chain, that window is closing.
- Owner: Google
- Date: 11/10/2021
- Origin: San Jose International Airport
- Destination: Paris Airport-Le Bourget
- Money Moves:
- Google’s legal team needs some work!
- What Google can usually get away with in the US, they couldn’t in France.
- The technology conglomerate was fined approximately $2.8B.
- While a significant fine for many companies, this will hardly put a dent in Google’s finances.
- Google lost an antitrust appeal (in France) yesterday and has been dealing with suits in France for some time now.
- The EU’s chief competition officer, Margrethe Vestager, sanctioned the tech company for engaging in anticompetitive practices.
- Specifically, Google favored its own shopping service subsidiary (with regards to pricing), over smaller, local shopping companies.
- While the case is likely resolved in the sense that Google will shell out a few billion dollars, it’s interesting that antitrust is working in Europe but not America.
- Other companies such as Amazon and Apple have been having trouble in the EU as well with regards to antitrust law.
- The future for these giant companies looks somewhat questionable in Europe but still solid as ever in the states!
- Owner: Sanderson Farms
- Date: 11/10/2021
- Origin: Hattiesburg-Laurel Regional Airport (Mississippi)
- Destination: Kinston Regional Jetport (Kinston, North Carolina)
- Money Moves:
- Two weeks ago, shareholders of Sanderson Farms approved the company being bought out by Cargill and Continental Grain.
- With the deal still in the works and Sanderson Farms still being an individual, publicly traded stock, their executive team seems to still be focused on making Sanderson the best it can be!
- Manufacturing, producing, and selling chicken is Sanderson’s bread and butter.
- The company is holding a hiring event (in Kinston) in a week or two, however, we believe their executive team is in North Carolina for a different reason.
- The chicken company has a processing plant, a hatchery, and a feed mill in Kinston.
- Sanderson’s executives are likely trying to manage inflation-related costs as well as considering automating the production process.
- With inflationary pressures at all-time highs, many companies are trying to lower their near and long term costs and automation (if done right) can do just that.
- Owner: Dollar General Corporation
- Date: 11/8/2021
- Origin: Nashville International Airport
- Destination: Sacramento International Airport
- Money Moves:
- Did mention strikes are in season right now?
- It’s one thing if a few major companies are having isolated incidents between employees and executives, however, these incidents are becoming more widespread (and common).
- Dollar General has had its fair share of union worries in the past, however, they’ve prevailed for the most part.
- In fact, Dollar General has closed stores in the past over employees unionizing.
- They might not prevail this time!
- A group of DG warehouse employees in Sacramento have been tapped to unionize.
- As the article states, “It’s a lot harder to close a distribution center.”
- Closing a store or two isn’t going to dent DG’s financials, however, closing an entire distribution center will further impact the company’s supply chain, likely hurting the company materially out west.
- If companies continue to have tension with their employees, they will continue finding themselves in a labor shortage.
- The companies having these issues are getting bigger and bigger…
- Owner: Starbucks Corporation
- Date: 11/7/2021
- Origin: George Bush Intercontinental Airport (Houston)
- Destination: Sao Paulo/Guarulhos Airport
- Money Moves:
- I guess big companies travel in pairs!
- Like Deere & Company, Starbucks is down south of the border. Way south of the border!
- One of Starbucks’ corporate planes traveled to Brazil, where they do a lot of their coffee crops are grown.
- With a weakening supply chain, strikes happening in the states, the coffee company is now likely to raise their prices even more due to severe weather in Brazil.
- This severe weather is damaging the crops.
- Needless to say, we think your venti cappuccino might go up a few Bucks.
- Outside of weather issues, strikes could be on the horizon in Brazil as it’s already started in Brazil with Deere.
- Members of Starbucks’ executive team likely flew down to Brazil in attempts to work out a solution for the weather.
- However, the corporate team could also be working out preliminary union or strike deals before it hits the press, inevitably hitting the stock.
- Owner: Deere & Company
- Date: 11/6/2021
- Origin: Sao Paulo/Guarulhos Airport
- Destination: Campo de Marte Airport (Sao Paulo, Brazil)
- Money Moves:
- If you thought the strikes going on in the states were bad, it looks like it’s getting worse overseas.
- One of Deere’s corporate planes has made multiple trips to Brazil in the past week.
- GM employees in Brazil are on strike after recently rejecting a contract from the company.
- Sound familiar?
- This hasn’t hit the press quite yet, however, Deere does a lot of agricultural manufacturing in Brazil.
- It’s likely their Brazilian workforce took note of what was happening in the US and decided to follow suit!
- If the strikes in the US and Brazil persist, the future for Deere looks rough in the short term and automated in the long term!
- Owner: Old Dominion Freight Line Inc.
- Date: 11/5/2021
- Origin: Wilmington International Airport (North Carolina)
- Destination: Piedmont Triad International Airport (Greensboro, North Carolina)
- Money Moves:
- One of the industries hit hardest by the supply chain crisis is also one of the solutions.
- Ladies and gentlemen, welcome the trucking industry.
- Specifically, one of the strongest, ubiquitous trucking and transport companies in the world, Old Dominion.
- The North Carolina-based transport behemoth has a lot of open positions!
- This is most likely due to the increased storm of demand the company (and industry as a whole) is plowing through.
- While you can expect a lot of growth from Old Dominion and other trucking giants, growth is coming with a major cost.
- Vaccine mandates could, and if implemented, will likely obliterate the trucking industry and already disorganized supply chain.
- Executives from old Dominion likely flew to Wilmington to set up an employment fair (or two).
- The company is also holding events across the country at their various distribution hubs.
- It’s hard to say how bleak the outlook is for the trucking industry, however, companies like Old Dominion (in the past, at least) have been able to weather many storms.
- Owner: McDonald’s Corporation
- Date: 11/4/2021
- Origin: Midway International Airport (Chicago)
- Destination: London Luton Airport
- Money Moves:
- Members of McDonald’s corporate team just took a trip across the pond!
- There are a few possible reasons they made this trip.
- For one, a restaurant of theirs wasn’t exactly up to code!
- However, the more likely scenario is the company gathering some data after roughly a month of rolling out its McPlant burger in England.
- In our opinion, it’s hard to say whether or not plant burgers will offer enough demand for global restaurant chains such as McDonald’s.
- If Ronald McDonald can’t sell green burgers at a swell profit margin, he likely will discontinue it all together.
- McDonald’s is likely testing plant-based out in England before making a large commitment to the US.
- Oh, and McDonald’s is also currently being hit by the supply chain crisis!
- Owner: Maersk
- Date: 11/3/2021
- Origin: Humberto Delgado Airport (Lisbon, Portugal)
- Destination: Copenhagen Airport (Denmark)
- Money Moves:
- Global shipping gargantuan, Maersk, just obliterated its earnings (in the best way possible).
- The Danish shipping company also recently mentioned that they don’t see the current supply chain mess and boom ending in the near future.
- Maersk is one of the companies that has benefited and will continue to benefit from increased demand, especially with the holiday season nigh.
- Members of their corporate team likely flew out to Portugal to check on the logistics and status of their port in Lisbon.
- Being that Maersk is the largest company on the globe, they have the luxury of raising their prices.
- Members of Maersk’s corporate team are likely deciding how much and at what rate they’ll raise their prices and fees.
- Maersk will likely continue to prosper during these crazy times and will likely continue to consistently visit their ports across the world to ensure efficiency for their customers as well as their balance sheet.
- Owner: Bass Pro Shops
- Date: 11/2/2021
- Origin: Springfield-Branson National Airport (Missouri)
- Destination: King County International Airport-Boeing Field (Seattle)
- Money Moves:
- Bass Pro Shops is in desperate need of employees!
- Throughout the past three weeks, the company has been trying to get employees all across the country.
- Bass Pro’s executive team is likely flying out to a region concentrated with stores, meeting with management at those stores, and putting in place incentive programs (sign-on bonuses) and setting up some local hiring events!
- If Bass Pro Shops (and other companies) can’t fill their employment gap, it could be devastating for their near and intermediate-term revenues and their future as a whole.
- Bass Pro is one of the few retail hubs that people actually enjoy visiting, looking around, and making purchases.
- If a company that has this inherent advantage can’t even get employees to come to work, the domino effect will be detrimental.
- We’ll let you know where their jet lands!
- UPDATE: Bass Pro’s corporate plane just touched down in Seattle! If you’re in the area, they’re probably hiring!
- Owner: Toyota Motor Corporation
- Date: 11/1/2021
- Origin: McKinney National Airport (Texas)
- Destination: Blue Grass Airport (Lexington, Kentucky)
- Money Moves:
- Toyota’s North American headquarters is located in Plano, Texas (near McKinney).
- Aside from a few dealerships in Kentucky, Toyota maintains a major manufacturing plant in Georgetown, Kentucky (near Lexington).
- Toyota is working on a few different things in the area!
- For starters, the car manufacturing behemoth recently invested $460M to update its major plant in Kentucky.
- These updates include gaining 1,400 new employees as well as creating space and necessary equipment for the manufacturing of electric vehicles!
- The tech doesn’t stop there for Toyota!
- The company is also putting together fuel cell modules for their heavy-duty truck line.
- It also looks like Toyota opening up a battery plant in the area doesn’t seem impossible!
- Members of Toyota’s North American corporate team likely flew out to check on their current projects and also future projects they may embark on!
- Owner: Sherwin-Williams Company
- Date: 10/31/2021
- Origin: Cleveland Hopkins International Airport
- Destination: O’Hare International Airport (Chicago, Illinois)
- Money Moves:
- Sherwin-Williams is the largest manufacturer and seller of paint across the globe.
- The company’s stock has performed pretty well over the last five years, generating a 288% return for investors over that span of time.
- The painting company has many stores across the country (and the world), however, they have many in Chicago.
- Not only do they have 54 locations in and around the city, they have a district office west of the city (near O’Hare).
- A few members of Sherwin-William’s executive team likely flew to Chicago to check in with their district managers in Illinois, verifying the state of sales and pricing in the area as well as finding ways the company can cut costs and fend off inflationary pressures.
- Hopefully the painting giant can keep covering the earth with relatively low prices as it fights through the inflationary storm everyone’s in.
- Owner: Michael Dell
- Date: 10/30/2021
- Origin: Tulsa International Airport (Oklahoma)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- Michael Dell, founder of Dell Technologies, has made a few roundtrips between Tulsa and Austin this past week!
- The CEO and founder is likely considering opening up a manufacturing plant in Oklahoma!
- Maybe Dell is intent on bringing some jobs back from overseas or is bringing manufacturing closer so as to shorten the American supply chain, in order to overcome current obstacles.
- Currently, Dell builds out their product(s) across the globe, from hubs in China, Brazil, and Winston-Salem, North Carolina (among others)!
- The tech company’s supply chain is global by nature, however, Dell is likely making a strategic move to get some more domestic production, shorten the long supply chain, and free itself of macroeconomic effects caused by geopolitical issues (and current volatility in China).
- Owner: Valero Energy Corporation
- Date: 10/27/2021
- Origin: Kerrville-Kerr County Airport (Kerrville, Texas)
- Destination: San Antonio International Airport
- Money Moves:
- Per their website, the Texas-based oil and gas giant does not have a plant or refinery in Kerrville, Texas.
- While they do have a couple of gas stations northwest of San Antonio, Valero’s executive team might have bigger plans for the rural town.
- Valero has a handful of refineries spread out across Texas, and they are likely considering building out a new one in the area.
- Kerrville seems geographically perfect for Valero. It’s close to San Antonio (headquarters), the land itself is currently pretty spread out, flat, and somewhat uninhabited.
- Valero reported increased demand as well as low inventories in their Q3 earnings (and a regular cash dividend!).
- All the demand and the lack of supply forces oil giants like Valero to keep up with demand.
- What’s a strategy they must employ in order to do that? Build out some more supply.
- Owner: Macy’s Inc.
- Date: 10/27/2021
- Origin: Cincinnati Municipal Airport-Lunken Field
- Destination: Teterboro Airport
- Money Moves:
- Macy’s is and has been changing for a while.
- In the beginning of 2020, the retailer moved its headquarters from Cincinnati to the fashion capital of the nation, New York!
- In somewhat more recent news, Macy’s has closed and seems to be still in the process of closing stores in and around Cincinnati.
- Given the current supply chain issues, labor shortages, and the slow, secular decay of retail as a whole over the last decade (mainly caused by Amazon), the clothing establishment is likely to continue closing locations around the country over the next few months and years.
- Needless to say, the outlook for Macy’s and the retail industry as a whole looks rather grim!
- Owner: Chevron Corporation
- Date: 10/26/2021
- Origin: Sugar Land Regional Airport (South of Houston)
- Destination: Midland International Air & Space Port
- Money Moves:
- Chevron does a bulk of its Mid-Continent business in Midland, Texas.
- The oil and gas giant has a few different business units in Houston as well, namely their upstream division.
- However, as it relates to their mid-co business, they have a campus in Midland full of analysts and drilling equipment in the surrounding area.
- A few members of Chevron’s executive team likely flew down south (specifically to Midland) to see about improving the efficiency of their drilling!
- Owner: The J.M. Smucker Company
- Date: 10/24/2021
- Origin: Colorado Springs Airport
- Destination: Akron-Canton Airport (Ohio)
- Money Moves:
- The J.M. Smucker Company hasn’t had the best last couple of weeks!
- For one, their employees in Ohio aren’t exactly thrilled about the company’s vaccine mandate.
- From Deere, McDonald’s, to now Smucker, it’s safe to expect more employee protests across the country.
- If only that was the worst of it for the jelly company!
- While many companies are having supply chain related issues right now, Smucker seems to be having a rougher time than most!
- Losing employees, bearing higher commodity and inflationary costs isn’t exactly a winning strategy!
- In 2019, the company opened a manufacturing facility in Longmont, Colorado, where the Uncrustables are made!
- J.M. Smucker Company’s executive team likely took a trip to the facility to work on handling supply chain issues, driving down their cost of production, or dealing with protesting employees.
- J.M. Smucker is in a jam (pun intended). The company’s outlook looks grim at best and is emblematic of the issues facing the national and global economy.
- Owner: Tony Aquila
- Date: 10/22/2021
- Origin: Forth Worth Meacham International Airport (Dallas)
- Destination: Northwest Arkansas National Airport
- Money Moves:
- There’s a party in Northwest Arkansas tonight.
- What we mean by that is Walmart’s executives, descendants of the Walton family, and Chairman and CEO of Canoo, Tony Aquila, are all in Arkansas this evening per their flight records.
- Let’s break this down!
- Aquila is the CEO of Texas-based electric vehicle manufacturer, Canoo.
- While Canoo is primarily in the EV business, they also manufacture and sell multi-purpose work vehicles.
- They’re great for moving boxes around in tight spaces (autonomously) and are capable of driving groceries to your front door.
- We smell a huge contract or a potential acquisition.
- Other companies like Domino’s have already started working on autonomous delivery services. It looks like the world’s largest retailer is catching up.
- It’s one thing for Aquila to take a short trip to Walmart country and sit down with a few executives, however, many more seemed to be in attendance this evening.
- Ann Walton’s (granddaughter of Sam Walton, founder of Walmart) airplane made a rare trip to Northwest Arkansas this evening.
- Steuart Walton, a director and heir of Walmart came to town this evening.
- Aside from the Walton clan, Aquila, and other corporate executives, this could be the stage set for Walmart retail domination.
- Whether the beginning or close to implementation, Walmart is likely looking to stay ahead of its competition and make their customers’ lives easier.
- What better way to do this and shift to automation (and pay less employees) than to deploy autonomous vehicles to work your distribution centers and deliver a customer’s groceries from their neighborhood Walmart?
- Owner: Cracker Barrel Old Country Store
- Date: 10/22/2021
- Origin: Clark Regional Airport (Indiana and Kentucky border)
- Destination: Lebanon Municipal Airport (Tennessee)
- Money Moves:
- Executives from Cracker Barrel, a classic American road trip restaurant, made a quick trip to Kentucky, near one of their key restaurant technology partners, QSR Automations.
- QSR recently moved its headquarters to Louisville, Kentucky!
- Cracker Barrel’s executive team likely flew out to discuss matters regarding their current operating system(s).
- The services QSR provides range from screens in the kitchen that receive orders from the dining room to giving companies like Cracker Barrel analytical data and feedback metrics.
- The Old Country Store might be looking to renew a contract with QSR or discuss their current systems and potentially new ones the chain wants.
- Increased analytical data could mean increased efficiency for the restaurant, which could mean more revenues for the company.
- If you find yourself at a Cracker Barrel in the near future, let us know if the service is more efficient!
- Owner: Morgan Stanley
- Date: 10/22/2021
- Origin: Westchester County Airport (New York)
- Destination: Unknown
- Money Moves:
- It looks like some members of Morgan Stanley’s executive team are taking a trip across the pond!
- It isn’t exactly clear why the investment bank is flying towards Europe, however, wherever the jet lands, we should be able to get a better idea of what they’re up to.
- UPDATE: Morgan Stanley’s executive team touched down in Norwich, England!
- The bank has a handful of offices around England, however, not one currently in Norwich.
- They might be opening up a new branch or set of offices in the area!
- This could be the beginning of getting more M&A business in England, which would obviously bode well for the company, especially by the time a recession was over and mergers roar back.
- Owner: Ecolab Inc.
- Date: 10/21/2021
- Origin: Scottsdale Airport (Arizona)
- Destination: Dallas Love Field Airport
- Money Moves:
- Another company that has stood the test of time (and will likely continue to do so) is the sanitization company, Ecolab.
- Whether in a grimy food truck, a gourmet restaurant, a college campus, or almost any work site, you will find some form of Ecolab’s products.
- It looks like their executive team has been doing somewhat of a “road” trip, flying across the country from northern California to Arizona, to Dallas, likely flying back to headquarters in Minnesota soon!
- Why is Ecolab in Dallas? They have a manufacturing plant in the area that is responsible for their production of equipment related to cleaning compound, soap, detergents, toilet products and a few others.
- Ecolab’s executive team is likely checking a few of their manufacturing plants across the country, making sure they are up to standards, and maybe looking into automating some of the processes.
- Ecolab’s other stops across the nation could be signs of expansion, the clean company building out more manufacturing plants, possibly to meet the demand of more health conscious consumers and businesses.
- Ecolab has a fundamentally great business and it’s great to see their executives looking to perfect and expand!
- Owner: UnitedHealth Group Inc.
- Date: 10/20/2021
- Origin: St. Paul Downtown Airport
- Destination: Boston Logan International Airport
- Money Moves:
- UnitedHealth Group is the health care dragon that will likely not be slain anytime soon.
- One of the reasons for this is that they keep a distance from their competition.
- One of the ways the health care conglomerate is doing this is by creating a less expensive, more interactive experience for its customers.
- The new plan design goes by the name of NavigateNOW.
- This new platform allows members to “connect 24/7 with a personalized Optum care team that will assist with primary care, urgent care and behavioral health care services…”.
- UnitedHealth’s executive team is jetting around to get this new system set up in the markets they are testing (including Massachusetts).
- UnitedHealth Group is taking another huge step ahead of its competition and is hopefully going to help out a lot of patients in the process!
- Owner: KKR & Co. Inc
- Date: 10/20/2021
- Origin: Ciudad Real International Airport (Spain)
- Destination: Madrid-Barajas Airport (Spain)
- Money Moves:
- According to a recent news report, premier private equity firm, Kohlberg Kravis Roberts & Co (KKR), has engaged in a bidding war with Allianz and Axa.
- The firms are bidding to buy a part of a major Spanish utilities (and partly state-owned) corporation, Red Eléctrica.
- They are specifically bidding for a 49% stake in their fiber-optic subsidiary, Reintel.
- These reputable investment companies are likely in Spain to persuade Red Eléctrica to render them a minority stake in the subsidiary.
- Reintel maintains a lot of assets across Spain, other parts of Europe, and South America.
- KKR, being a contender in the bidding war, is likely interested in buying the minority stake, making the operation more efficient and cash flow generative, only to flip the subsidiary for a higher price than they purchased it.
- If KKR ends up getting the bid, this should bode quite well for their stock and intermediate and long term outlook!
- Owner: International Business Machines Corporation (IBM)
- Date: 10/20/2021
- Origin: Westchester County Airport (New York)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- IBM has a few offices north of downtown Austin.
- In terms of recent news, the technology gargantuan is doing some work in Austin that is out of this world!
- We meant what we said!
- IBM’s executive team is likely in Austin to verify their getting a sufficient return on investment, specifically as it relates to the research they are contributing for NASA in Austin.
- The company might also be looking for more investment opportunities in the area.
- There are a lot of tech companies (big and small) near and in Austin, so IBM might be hunting for a few new customers or even for a company to acquire!
- There’s also a strong possibility that IBM is having a meeting or two with Tesla (recently relocated HQ to Austin) to discuss some projects they want to collaborate on or even negotiating the sale or purchase of one of their business units!
- Owner: Abbott Laboratories
- Date: 10/19/2021
- Origin: Waukegan National Airport
- Destination: Dallas/Fort Worth International Airport
- Money Moves:
- Northern Illinois headquartered Abbott is in the process of cleaning up one of its COVID-19 messes.
- The medical device and drug company has issued statements of recall, explaining that two of their COVID-19 lab test kits are issuing false positive results.
- Abbott’s executive team is likely flying around the country to distribute updated and accurate tests and simultaneously renew contracts with hospitals (or other testing sites) that want them!
- Owner: Walmart Inc.
- Date: 10/18/2021
- Origin: London Luton Airport
- Destination: Dubai International Airport
- Money Moves:
- As of right now, there is not a Walmart in Dubai (let alone in the middle east).
- This is likely going to change in the near to intermediate future.
- One of Walmart’s long-haul corporate planes made an incredibly long trip out to Dubai.
- Members of their corporate team are likely meeting with UAE officials to discuss fun stuff like permits, land, laws and the works!
- The retailer likely made a stop in London to either check in on one its supercentres or the more likely scenario, they needed to refuel!
- We haven’t found any official reports of Walmart opening a few stores in Dubai, however, this could be a major link in their expansionary chain of plans.
- Walmart is likely considering slowly opening up a few superstores in less volatile regions in the middle east.
- It looks like Walmart shareholders who are in it for the long term should be excited for some long term growth out of the company as it seems they’re back to expanding globally!
- Owner: Nordstrom Inc.
- Date: 10/17/2021
- Origin: Camarillo Airport (Ventura County, Los Angeles)
- Destination: King County International Airport-Boeing Field (Seattle)
- Money Moves:
- Nordstrom seems to be focusing more of their efforts on the high end business, instead of their less expensive retail business, Nordstrom Rack.
- About a month ago, the fashion retailer closed one of their Rack’s in San Francisco, and is likely in the process of liquidating another Rack near Los Angeles (Nordstrom is headquartered in Seattle).
- Their executive team likely found some reason to get into or stay primarily in the high end fashion market in California (or in those particular regions of the state).
- Nordstrom could also be strapped for cash, needing to sell certain less profitable stores in order to make ends meet.
- COVID impacted retailers like Nordstrom (and its competitors) greatly.
- The future efficacy of retail as a whole is extremely uncertain.
- Owner: Dillard’s Inc.
- Date: 10/16/2021
- Origin: Forth Worth Meacham International Airport (Dallas)
- Destination: Bill and Hillary Clinton National Airport (Little Rock, Arkansas)
- Money Moves:
- We would’ve loved to buy this Arkansas-based clothing retailer’s stock during peak COVID.
- The stock started trading around $23 and is now hovering $205. Not a bad return on investment!
- While Dillard’s has a few stores in malls in Dallas and Fort Worth, they also have a corporate buying office located in Fort Worth.
- Members of Dillard’s executive team likely took a quick morning trip to have a meeting with their buying team, likely discussing staying ahead of holiday trends (and the supply chain itself).
- Dillard’s meteoric rise doesn’t appear to have the sales fuel needed to continue its ascent.
- The stock is incredibly overvalued and all analysts ratings are currently “sell” or “reduce”.
- While the stock may be high, we think it’s worth checking out after the stock deflates to a more reasonable valuation.
- Owner: S.C. Johnson & Son Inc.
- Date: 10/15/2021
- Origin: Memorial Field Airport (Hot Springs, Arkansas)
- Destination: Batten International Airport (Racine, Wisconsin)
- Money Moves:
- If you’re unemployed and live in Hot Springs, Arkansas, send an application to SC Johnson!
- The household products gargantuan has some openings.
- Given the job offerings, the company seems to be doing some research on their customers and their buying habits.
- Two positions being offered involve gathering shopper insight data.
- Why Hot Springs?
- S.C. Johnson is likely expanding more of their product lines in the area and wants some early customer feedback!
- Notably, the job listings are partnered with Walmart (which is also based in Arkansas), so S.C. is likely doing a lot of their research in Walmarts in the area.
- S.C. gathering this data will hopefully be a plus for the company (depending on how they use the data), helping them figure out which customers want which products, and which products are flops!
- Owner: Texas Instruments Inc.
- Date: 10/14/2021
- Origin: McKinney National Airport (Texas)
- Destination: Ardmore Municipal Airport (Oklahoma)
- Money Moves:
- It looks like Texas Instruments is playing offense!
- After closing two factories in Northern Texas, the calculator company (at least that’s what I know them for!) is likely looking for some space to build out a new mega-manufacturing facility close enough to home (McKinney, Texas).
- It should be noted that in the process of closing two plants, the company put over 500 people out of work.
- This is likely a big step in their push for automation in their facilities.
- Bad for people, great for shareholders.
- Owner: The Union Pacific Railroad
- Date: 10/14/2021
- Origin: Grand Junction Regional Airport (Colorado)
- Destination: Heber Valley Airport (Utah)
- Money Moves:
- It’s the supply chain train!
- The origin and the destination are relatively close together, which makes us think that Union Pacific’s executives are surveying the tracks in between.
- A week ago, Grand Junction brought some awareness to its domestic transport problems!
- Rail companies, namely Union pacific and BNSF, do not currently allow their trains to stop and load new cargo in Grand Junction (likely due to the tracks being on rugged or mountainous terrain).
- Instead of dropping off and loading cargo in Grand Junction, the railroads offload in Denver or Salt Lake City!
- Cargo is dropped off in Salt Lake (for example), which is then picked up by a truck and driven down to Grand Junction.
- Not the most efficient supply chain!
- Union Pacific is likely trying to figure out a solution to this problem, because if they do, they’ll be more likely to keep the contracts they have with businesses in Grand Junction.
- Any business the railroad can get right now is good business, because things may grind to a halt sooner than they’re prepared for!
- Owner: The Bank of America Corporation
- Date: 10/14/2021
- Origin: Wilmington Airport (Delaware)
- Destination: Cincinnati Municipal Airport (Ohio)
- Money Moves:
- It looks like Bank of America sees something in Ohio that we don’t!
- It might just be the new silicon valley!
- BofA recently announced that it will be adding a president for the Greater Cincinnati area.
- Oddly enough, there are a few major corporations headquartered in Cincinnati.
- Companies such as Kroger, Procter & Gamble, Cintas, Fifth Third Bank and a few others.
- With Bank of America adding executive personnel in Ohio, they have also announced their coverage of a few companies in the area.
- Bank of America likely sees stability in the corporations domiciled in Cincinnati.
- The bank might also be originating some loans for these businesses, preparing for the economic downturn or providing funds for these companies to expand their business while they still have access to capital markets.
- Owner: The Procter & Gamble Company
- Date: 10/13/2021
- Origin: Fulton County Airport (Atlanta, Georgia)
- Destination: Cincinnati Municipal Airport
- Money Moves:
- Procter & Gamble dominates a lot of industries, but they’re starting to fall behind in the tissue space!
- Some of their paper brands include Bounty, Charmin, and Puffs.
- For one thing, their paper sustainability grade is an F.
- I mean come on, when you’re a consumer and tissue behemoth like PG, having a worse grade than Walmart Great Value Ultra is unacceptable.
- No offense, Walmart!
- Not only have investors and the sustainability crowd been pecking at Procter, the heirs of the company have made their requests pretty clear!
- The consumer staple’s corporate team likely flew down to Georgia to work on its paper sustainability (one of its paper product plants is in Georgia).
- We are still bullish on PG for the long term, however with current inflationary challenges and pressure from heirs and investors, Procter & Gamble is going to need to make some changes.
- Owner: General Dynamics Corporation
- Date: 10/13/2021
- Origin: Westfield-Barnes Municipal Airport (Westfield, Massachusetts)
- Destination: Ogden-Hinckley Airport (Ogden, Utah)
- Money Moves:
- General Dynamics is a defense and aerospace giant based in Virginia.
- In the late 90’s, the company bought Gulfstream (and Cessna in the 80’s), and currently handles a lot of their aircraft maintenance.
- General Dynamics has one of these facilities at Westfield Airport, where they fix anything from a small, single engine plane to one of their Gulfstream corporate jets.
- Their corporate team likely made the trip to check on their current maintenance facility, potentially flying to a destination where they’re pondering building a new facility.
- This is somewhat of a recession-proof business (airplanes will continue to need maintenance no matter how bad the economy gets), therefore, we like the prospect of the defense company continuing to slowly build out more maintenance facilities across the country.
- UPDATE: It looks like General Dynamics is considering building out their aircraft maintenance business in Utah!
- Owner: Saudi Aramco
- Date: 10/12/2021
- Origin: Sharm El Sheikh International Airport (Egypt)
- Destination: Newark International Airport (New Jersey)
- Money Moves:
- One of Saudi Aramco’s private planes touched down in Newark, New Jersey at 10:15 AM EST.
- Saudi Aramco is the largest oil company in the world.
- It is the only oil company in Saudi Arabia.
- Last year, their revenues fell just short of $230bn.
- The company’s executives made a long trip from Egypt to the United States!
- According to recent reports, the oil monopoly is tapping banks for a $14bn loan for a pipeline.
- It would make sense that the company is visiting New York to meet with the big banks.
- The big banks likely syndicate loans of this size (and for companies like Aramco) in order to spread out the risk and be able to sufficiently provide the funds the company needs.
- The company is likely to receive the requested funds and is also likely hoarding some cash for the imminent energy crisis.
- Owner: CVS Health Corporation
- Date: 10/11/2021
- Origin: Lehigh Valley International Airport (Pennsylvania)
- Destination: Wilmington Airport (Delaware)
- Money Moves:
- CVS is either working on its taxes or setting up a job fair to get some new employees in their pharmacies in Delaware!
- The origin and the destination check out in terms of CVS desperately needing employees.
- Roughly three weeks ago, the retail and pharmacy conglomerate announced their goal of hiring hundreds of new employees around Philadelphia.
- Member of their corporate team likely checked on their hiring goal Philadelphia and zipped down to Delaware to repeat the same process of trying to attract new hires.
- CVS pharmacies in Delaware have dramatically reduced their hours due to the current shortage of labor.
- The prevailing shortage can and likely has hurt CVS’ bottom and top lines.
- Even if CVS corral more employees, they will likely have to shell out hundred dollar sign-on bonuses, which will be more costly than CVS hoped for.
- Owner: Government of Qatar
- Date: 10/11/2021
- Origin: Luxembourg Airport
- Destination: Heathrow Airport (London)
- Money Moves:
- The King of Qatar and his officials just touched down in London at 3:20 PM local time.
- The world must be prepared for a global energy crisis.
- Governments across the globe have forewarned substantial increases in energy prices for its citizens.
- Qatar, one of the largest natural gas producers in the world, is no exception.
- The country claims its trapped as British steelmakers threaten to halt production due to rising costs.
- You never know when you will need energy.
- Whether natural gas prices stay at their current levels or continue to rise, it’s a good idea to have some extra cash saved up for your utilities this winter.
- The Government of Qatar is likely in London to negotiate with steelmakers in the area, and try to get a better gauge on the price of energy they will charge and the costs they will be forced to bear.
- Owner: Emerson Electric Company
- Date: 10/10/2021
- Origin: Spirit of St Louis Airport
- Destination: Teterboro Airport
- Money Moves:
- Two of Emerson’s corporate planes just landed in New York.
- They likely flew out members of their executive team and their counsel.
- It looks like a big merger is in the works for Emerson!
- As of three days ago, Emerson, an electrical engineering giant, is in the early stages of buying out Aspen Tech, a software company based in Massachusetts.
- The deal is likely being structured by Emerson (their bid for Aspen Tech) and their attorneys along with some $1,000/hour consultants (in New York).
- It’ll be interesting to see how this deal progresses (don’t worry, we’ll keep you updated!).
- UPDATE: Emerson’s CEO met with CNBC on 10/12 to discuss the acquisition.
- If the deal were to go through (depending on how much Emerson paid for Aspen), Emerson would be rewarded with some serious competitive and strategic advantages.
- Owner: Rupert Murdoch
- Date: 10/9/2021
- Origin: Birmingham-Shuttlesworth International Airport
- Destination: The Eastern Iowa Airport
- Money Moves:
- It must be fun to have friends in fly places.
- Former President Donald Trump is holding a rally in Iowa tonight.
- Murdoch is taking Fox & Friends to a whole new level, as it appears he will be in attendance!
- Irrespective of political affiliation, Fox stock has been rising recently and we can only assume much of that has to do with increased viewership.
- What’s increasing the viewership? It’s not a what; it’s a who.
- Whether you hate him or love him, many find Trump to be very entertaining, thus giving Fox more screen time.
- Fox’s stock is likely to keep rising as there is more of Trump on their station.
- It should also be noted that one of Trump’s personal planes just departed Wichita, Kansas, and appears to be Iowa-bound.
- One of his largest donors, Charles Koch, likely discussed some campaign financing or things that he would like to see Trump say or do so as to fatten Koch’s pockets.
- As we get closer to election season, the market will likely be choppier than usual.
- Owner: The Allstate Corporation
- Date: 10/9/2021
- Origin: Chicago Executive Airport
- Destination: Henderson Executive Airport (Las Vegas)
- Money Moves:
- Allstate sent shockwaves into the business world yesterday!
- Not only is Allstate selling its long time headquarters in Northbrook, Illinois, they have also admitted that 95% of their employees are working remotely.
- One likely caused the other!
- They have not formally said whether or not they are actively seeking another home for the time being.
- We see a lot of upside for Allstate as a company an its stock after these announcements.
- The sale of their sprawling former HQ is likely to put a nice chunk of cash in their pockets, beefing up their reserves for what is likely to be an ugly winter.
- It is also a lot cheaper for Allstate to run their company when all of their employees are working over Zoom.
- However, they might be flying out west to find a new corporate office!
- UPDATE: Could the insurance company be purchasing a new headquarters in Las Vegas? Only time will tell!
- Owner: Nike Inc.
- Date: 10/8/2021
- Origin: Hillsboro Airport (Oregon)
- Destination: Faro Airport (Portugal)
- Money Moves:
- Nike has a dominant business model, but they sadly aren’t immune to supply chain disruptions.
- In fact, they are pretty sensitive to supply chain issues, especially on a global scale.
- Due to COVID-19 and prevailing supply chain problems, Nike lost 10 weeks of valuable production time in factories in Vietnam and Indonesia (and other factories in other nearby countries).
- Apparently, “80% of Nike’s shoe factories in Vietnam and nearly half of its apparel plants are closed…”
- This is alarming.
- This is also likely why the company is out in Portugal.
- They likely have more lenient labor laws as it relates to COVID-19 and it might be a selling point to local government officials that Nike will come build a factory and create jobs for the local economy.
- We would not be surprised if there were talks of Nike building a factory in Portugal.
- Owner: Cintas Corporation
- Date: 10/8/2021
- Origin: Cincinnati Municipal Airport-Lunken Field
- Destination: Midway International Airport (Chicago)
- Money Moves:
- It’s looks like the uniform people are making a concerted effort to take share of the casual workwear space!
- They recently inked a deal with Virgin Voyages, Richard Branson’s cruise line.
- Cintas is designing the uniforms for the crew!
- Cintas has had their casual workwear division, Design Collective, for a few years now but it seems like they are finally putting it to work!
- While their stock price is higher than their corporate jet, this is fundamentally a good move for the company.
- They are likely spending some time in Chicago because they have a design studio in the city!
- Owner: Walmart Inc.
- Date: 10/7/2021
- Origin: Yeager Airport (West Virginia)
- Destination: Wheeling Ohio County Airport (West Virginia)
- Money Moves:
- One of Walmart’s corporate planes just landed in Wheeling, West Virginia.
- Walmart is shaking things up for customers and investors in a major way.
- Walmart has said goodbye to layaway and is employing a buy now, pay later structure for lots of products.
- This appears to be a strategically competitive step that the retail monster is taking.
- According to reports, customers can check out and pay for their purchases in 24 months.
- As we can assume, Walmart likely has some penalties for customers that don’t pay their Walmart debt, protecting the company from fraudulent activity and stealing.
- This program is being implemented across the country, which explains why their corporate jet made a short hop between stores and facilities in West Virginia.
- Walmart is staying competitive with the Costcos and Amazons of the world. If this strategy is carried out successfully, this could bring in a lot more business to your local Walmart!
- This would obviously bode well for shareholders.
- Hopefully Wally’s World is prepared for consumer purchases to ramp up amidst the current supply chain pinch everyone’s in.
- Owner: Tyson Foods Inc.
- Date: 10/7/2021
- Origin: Tri-Cities Airport (Pasco, Washington)
- Destination: Sioux Gateway Airport (Iowa)
- Money Moves:
- Tyson’s executive team is doing its COVID rounds!
- Tyson has had major COVID issues in their plants from the origin to the destination.
- In their Pasco plant, during the initial rise of COVID, 20% of the employees in the factory tested positive for COVID-19.
- The plant has opened up since then and there hasn’t been much additional news in Pasco.
- They’re likely just making sure it stays that way.
- At around the same time as the other cases, their Waterloo pork plant near South Dakota was hit a little harder.
- At least six employees died and roughly 35% of employees were infected.
- The meat giant is likely making the rounds in making sure the proper precautions are still in place so as to avoid more deaths and lawsuits.
- Owner: Caterpillar Inc.
- Date: 10/7/2021
- Origin: Forth Worth Alliance Airport
- Destination: Roscoe Turner Airport (Mississippi)
- Money Moves:
- Caterpillar just hit pavement in Corinth, Mississippi.
- Their corporate team is obviously on a Parisian vacation.
- Caterpillar is actually in the giving mood! They are giving out jobs across the country left and right!
- They’ve consolidated hundreds of jobs spread out across the nation into one office in Irving, Texas (near Fort Worth).
- This is a strategic move on Caterpillar’s part, as they have a lot of skilled workers down in Texas (for what they are selling).
- In Corinth, the construction and technology giant is investing nearly $15 million to expand its plant.
- The plant currently manufactures large engines.
- The expansion will help them meet demand and create more jobs for locals!
- With a depressed stock price, a hungry workforce, and robust and consistent demand, Caterpillar’s long-term outlook looks fantastic.
- Owner: CAVA
- Date: 10/6/2021
- Origin: Pullman-Moscow Regional Airport (Washington)
- Destination: St. Paul Downtown Airport
- Money Moves:
- CAVA is basically Chipotle but with more natural ingredients and a Mediterranean tilt.
- The chain is very popular in Austin!
- CAVA recently got a fresh round of funding and has been in expansion mode over the last year.
- Between fundraising and expanded across the country, an IPO is not farfetched!
- They do not currently have a presence in Minnesota, thus making it likely that their corporate team flew out because they’re considering opening a restaurant.
- Owner: Koch Industries (Georgia Pacific)
- Date: 10/4/2021
- Origin: Shaw Air Force Base (South Carolina)
- Destination: Fulton County Airport (Atlanta)
- Money Moves:
- Remember when we said government contracts are the best for companies (previous example of Waste Management)?
- Georgia Pacific likely renewed a contract with the Air Force base in South Carolina.
- As stated previously in another Follow The Money, government contracts with companies tend to be long term and fairly reliable.
- Georgia Pacific sells a lot of different products but is likely distributing either building equipment such as panels and roof boards (for a construction project on the base) or simply installing paper towel dispensers for the bathrooms.
- While Georgia Pacific is not a publicly traded company, they are a ubiquitous one.
- However, if you have major conviction in the conglomerate, they do have publicly traded bonds available for purchase through certain brokerages!
- It’s good to see Georgia Pacific staying ahead of the steep supply chain curve and we’re sure they will continue to do so.
- Owner: McDonald’s Corporation
- Date: 10/5/2021
- Origin: Midway International Airport (Chicago)
- Destination: King County International Airport-Boeing Field (Seattle)
- Money Moves:
- We’re interested to see where the fast-food juggernaut is headed! One of their corporate jets is zooming over Urbana, Iowa, heading northwest bound.
- Like most companies, they’ve been having supply chain troubles and are slowly working them out.
- We’ll give you an update as to where the jet lands, which will give us a better idea of what their corporate team is up to!
- UPDATE: McDonald’s corporate plane made a quick turnaround in Seattle! They might’ve been picking up a member or prospective member of their front office!
- McDonald’s is also doing a great job on their new target by the way!
- Owner: NCR Corporation
- Date: 10/4/2021
- Origin: Cobb County International Airport (Kennesaw, Georgia)
- Destination: Westchester County Airport (New York)
- Money Moves:
- NCR Corporation’s jet just landed in the fancy airport of New York!
- You know when you go to Chipotle and put your card in (chip, of course) to pay for your burrito? That’s NCR’s machine.
- No wonder NCR stands for “National Cash Register.”
- While they are headquartered in Georgia, NCR has an office in New York.
- This transaction handling company is likely in New York to renew some contracts or even gain new contracts with local vendors in New York (or big corporations that do a lot of business in the area).
- While NCR is not a super exciting company, they have a rather positive outlook for the future.
- However, we can’t help to face the reality that someday they might be Toast!
- Owner: Norfolk Southern Corporation
- Date: 10/3/2021
- Origin: Norfolk International Airport (Virginia)
- Destination: Fulton County Airport (Atlanta, Georgia)
- Money Moves:
- It’s Norfolk in Norfolk!
- Norfolk Southern is one of America’s premier railways (and a historically strong performing stock).
- The economic buzz word lately has been “supply chain.”
- Ports being blocked up, shipments being delayed, leading to a lot of companies losing a lot of money and even potential customers.
- However, it seems like things are opening up for Norfolk Southern!
- It is in the process of opening up one of its ports in Louisville, a railway segment that is connected to a cargo port in Virginia (Norfolk).
- Ships offload containers onto Norfolk’s trains for them to be taken to their second to last destinations!
- If Norfolk can keep its supply chain on track (intended), the company will weather the storm that is here and that is to come.
- Owner: The Coca-Cola Company
- Date: 10/3/2021
- Origin: Smyrna Airport (Tennessee)
- Destination: Memphis International Airport
- Money Moves:
- This is the first Follow The Money that directly involves the origin and the destination.
- Coke has recently completed a major expansion in one of its bottling plants in Memphis!
- The plant is larger in size and has “new equipment and production capabilities.”
- More efficient production and added machinery bodes well for the future of the beverage behemoth! Coke shareholders will likely reap this improvement in the next few years and beyond.
- Coke also has a distribution center in Smyrna, TN (their jet’s origin).
- They are likely starting the process of similar improvements and technological advancements in their distribution centers worldwide.
- Coke, like many well-known American brands, is expanding and improving before the bubble pops!
- Owner: Stan Kroenke
- Date: 10/1/2021
- Origin: Van Nuys Airport
- Destination: Tucson International Airport
- Money Moves:
- Stan touched down in Tucson at 2:48 PM MT.
- He is one of America’s largest landowners, owns six sports franchises, and happens to be married to a Walmart heiress.
- Stan comes from money.
- He owns a few different holding companies that own his stadiums, land, and other facilities like malls!
- One of the malls owned by one of Kroenke’s holding companies, The Kroenke Group, is El Con Mall, located in Tucson, Arizona.
- Kroenke is either flying down to renew leases with current or new tenants or, the slightly more probable scenario, selling the complex.
- The real estate market is so hot, it’s burnt to a crisp.
- Kroenke likely is divesting, taking profits, and gearing up for when the cycle turns so he can buy up some more real estate for cheap.
- This action speaks volumes for the market as a whole. Prices are inflated and cash is not trash when compared to buying into the current stock and real estate market(s).
- Owner: Honeywell International Inc.
- Date: 10/1/2021
- Origin: De-Kalb Peachtree Airport (Atlanta)
- Destination: Charlotte Douglas International Airport
- Money Moves:
- Honeywell’s been doing a lot of good stuff lately!
- As of today (10/1/2021), the aerospace and technology conglomerate boosted its annual dividend from $3.72 to $3.92!
- But that’s not the big news
- In the last three days, Honeywell introduced “Forge Worker Assist”, an application designed to help deskless workers of many industrial industries to get the support they need in any project they are working on.
- This not only helps employees, but companies because of the increased efficiency.
- The application is already being used by manufacturers in Brazil and Mexico.
- Honeywell has a few offices down in Atlanta and is likely expanding this new service locally since it’s taking off overseas!
- Owner: The 3M Company
- Date: 9/30/2021
- Origin: St. Paul Downtown Airport
- Destination: Santa Fe Regional Airport
- Money Moves:
- 3M’s stock has seen better weeks!
- While 3M is an iconic American company that will likely be around forever, it’s ability to produce returns for shareholders is incredibly sensitive to inflation.
- Have we mentioned inflation is a big deal?
- While 3M’s stock may be depressed, long term investors shouldn’t be.
- One of their corporate jets touched down in Santa Fe, New Mexico yesterday. They don’t have a plant or any specific line(s) of business out there.
- 3M is likely looking at constructing a new plant in order to keep up with demand after the recessionary storm comes through.
- It shold be noted that the American giant does have a little side project in Santa Fe involving hydrogen-powered trucks!
- Owner: Citigroup Inc.
- Date: 9/30/2021
- Origin: Ronald Reagan Washington National Airport (Washington D.C.)
- Destination: Westchester County Airport
- Money Moves:
- One of Citi’s corporate planes just touched down in the fancy part of New York.
- Citi has been getting some press lately.
- They’re on the brink of losing $504M due to a misstep involving beauty company, Revlon, and its lenders.
- Long story short, Citi accidentally sent hundreds of millions of dollars and is trying to get their money back.
- Some cooperated, some got sued.
- Revlon was in a lot of financial distress at the time of the lending mishap and while lenders shouldn’t have been receiving much in terms of payments from the company, they saw deposits of millions of dollars in their statement.
- Mums the word!
- It’ll be interesting to see how Citi’s collecting progresses! Where else would they be trying to collect than in Washington D.C.?
- Owner: Jack Ma
- Date: 9/29/2021
- Origin: Teterboro Airport
- Destination: San Diego International Airport
- Money Moves:
- Jack Ma, the founder of Chinese ecommerce giant, Alibaba, is stateside!
- One of Jack Ma’s cofounders, Joe Tsai, has a house in San Diego.
- Ma and Tsai could be in early talks of moving the company’s headquarters amidst the brutal beating the company and its stock has taken.
- BABA stock has been in a steady decent from $300 in 2020 to the current price of $147.
- The company’s stock is a complete buy except for the fact that it’s been under excessive regulatory scrutiny lately.
- This makes us think there is some potential in Alibaba moving from Hangzhou, China to somewhere in the United States.
- If there was as much as a peep of this happening, the stock would come back to it’s normal, deserved value.
- The further away Alibaba gets from the CCP’s rules and regulations, the better.
- Owner: GameStop Corp.
- Date: 9/29/2021
- Origin: Teterboro Airport
- Destination: Van Nuys Airport
- Money Moves:
- Just when you thought the GameStop frenzy was over!
- A couple of subpoenas here and there distributed to the little guy who actually profited like a hedge fund for once. Even Michael Burry got a courtesy letter from his favorite group of people, the SEC.
- Somewhat more notable is Citadel Securities being investigated for their handling of “meme stocks.”
- There will likely be a mundane four hour hearing between Citadel and GameStop and our government. Big deal.
- Citadel will happily pay fines they can afford.
- However, GameStop executives have been somewhat silent during this ordeal and at this point, travel may speak louder than words.
- GameStop’s corporate plane is westbound currently flying over Portland, Michigan.
- UPDATE: Their jet landed in Van Nuys this afternoon. No apparent reason for this yet.
- The jet left Teterboro early this morning, which is near one of Citadel’s head offices as well as corporate attorneys as far as the eye can see!
- We’ll be sure to update you as to where the jet lands.
- Owner: Northrop Grumman Corporation
- Date: 9/28/2021
- Origin: Palmdale Regional Airport (California)
- Destination: Melbourne Orlando International Airport
- Money Moves:
- What causes executive teams at major defense companies to celebrate? Contracts!
- Global defense companies like Northrop Grumman, Raytheon, Lockheed Martin (and a few others) make most of their money from long term contracts, typically with the United States government.
- When Northrop works with the government (or a branch of the military), they are usually designed airplanes and systems within those airplanes to keep our military ahead of the competition.
- NG was awarded a $7 million contract roughly three weeks ago.
- The contract involves some systems for their famous Navy E-2 aircraft.
- This contract is for a naval station in New Jersey, however, the work of building out the systems and equipment is being done in Melbourne, Florida.
- One of NG’s corporate planes is descending into Florida at around 10:40 PM EST.
- UPDATE: The jet landed in Melbourne Orlando International Airport!
- It’s a plane and a helicopter. It’s pretty cool.
- It’s good to see that Northrop is bagging contracts during a time of market volatility and uncertainty. There will always be a need for their services (we hope!).
- Owner: FedEx Corporation
- Date: 9/27/2021
- Origin: Pittsburgh International Airport
- Destination: Memphis International Airport
- Money Moves:
- FedEx, like most companies, is fighting an upward battle with inflation. One of the ways companies can offset inflationary pressure in the long term (and short term) is by cutting costs.
- FedEx is starting to do that in a major way.
- FedEx has partnered up with Aurora, a Pittsburgh startup, to begin the process of getting autonomous, driverless trucks on the road.
- They are already running road tests and if things go according to plan, they will be driving your packages across the country in two to three years.
- What better way to “get with the times” and cut labor costs dramatically over the long term than to get robots to drive your trucks?
- If you are just focusing on the stock with this news, it’s a positive in the long run. If you’re focusing on the prospect of truck drivers having jobs in the next couple years, it’s not as pretty.
- If they’re doing this with trucks, be sure to remember that FedEx is an airline too…
- Owner: Stryker Corporation
- Date: 9/27/2021
- Origin: Teterboro Airport
- Destination: Shannon Airport (Ireland)
- Money Moves:
- As my fingers are pushing the keys of my keyboard, one of Stryker’s corporate jets is humming along above the middle of the Atlantic Ocean.
- Stryker is a medical technology company that manufactures and sells a lot of the machines, beds, specifically ICU beds that you see in hospitals.
- Needless to say, their business has done exceptionally well during COVID.
- Their stock is trading near all-time highs.
- Stryker has had an appetite for acquisition lately, and is likely looking to buyout a company somewhere in Europe (likely England).
- The company might also be doing some corporate expansion, as they have a corporate office in Holland.
- We’ll check back in a few hours to let you know where Stryker touches down.
- UPDATE: Stryker has just touched down in Shannon, Ireland!
- Owner: Portillo’s Restaurant Group Inc.
- Date: 9/26/2021
- Origin: Santa Fe Regional Airport
- Destination: DuPage County Airport (Western Illinois)
- Money Moves:
- A classic restaurant with excessively loud music, huge drive-thru lines, and the best fries on the face of the earth? Meet Portillo’s.
- While they are currently a private company, they have plans for an IPO within the year!
- Given a quick glance on Portillo’s website, the chain does not currently have any locations in New Mexico.
- It looks like this will change soon.
- Portillo’s has been aggressively expanding during COVID and since everyone else is filing for an IPO, why wouldn’t they?
- This is what Follow the Money is for. Finding deals before The Street or even the company mentions it. What started out as a humble hot dog stand in 1963 is now developing into a restaurant giant.
- Owner: PepsiCo Inc.
- Date: 9/24/2021
- Origin: Westchester County Airport (New York)
- Destination: Sheboygan County Memorial Airport
- Money Moves:
- We know Sheboygan is obviously one of the “hidden gems” of the Midwest but seriously Pepsi, come on!
- Why would one of the largest companies in the world be in one of the cheesiest parts of Wisconsin? Distribution!
- One of Pepsi’s oldest partners, Lakeside Bottling, is headquartered in Sheboygan Falls.
- They handle the bottling and distribution for a lot of Pepsi products.
- They are the people that block up the aisles with totes of beverages (one of them at least…)!
- Pepsi likely flew out to do a spot-check on the operation, making sure they are tackling any local supply chain issues.
- Owner: Barnes & Noble
- Date: 9/24/2021
- Origin: Piedmont Triad International Airport (Greensboro, North Carolina)
- Destination: Teterboro Airport
- Money Moves:
- Barnes & Noble’s corporate plane touched earth in Teterboro, New Jersey just before the clock struck 11:00 AM EST.
- Barnes and Noble has been a dud with the rise in people wanting to Snapchat (instead of read books) paired with the fact that I can get most books cheaper on Amazon.
- However, things shaped out pretty well for the book retailer during COVID! Sales began to grow mainly because more people had time to read or wanted to get back into the habit of picking up a book once in a while.
- Not only is B&N surviving, they are expanding!
- Roughly a month ago, they opened a new store in Raleigh, NC. Greensboro is roughly an hour from Raleigh.
- This could be the beginning of B&N expanding and getting back some marketshare (not a lot).
- Hopefully the book seller can stay alive for a few more years!
- Owner: Penn National Gaming Inc.
- Date: 9/23/2021
- Origin: Boston Logan International Airport
- Destination: Reading Regional Airport (Reading, Pennsylvania)
- Money Moves:
- Penn currently holds a 36% stake in Barstool Sports, a Boston-based pop-culture and sports media company.
- Aside from Penn’s executive team being somewhat active in Boston (trying to build new properties and get the permits and licenses they need), we smell acquisition.
- Penn acquiring a majority stake in Barstool Sports makes complete sense with their business model. Still expand with casinos and gaming, but buy out Barstool to reach a broader, younger audience.
- Don’t be surprised if in the next couple months or even year there are talks of a buyout.
- Owner: Waste Management Inc.
- Date: 9/22/2021
- Origin: March Air Reserve Base (Riverside, California)
- Destination: George Bush Intercontinental Airport (Houston)
- Money Moves:
- This one’s different!
- This Houston-based garbage giant has been with some bad news throughout the week.
- And some more!
- However, it might not be all bad for much longer.
- A corporate jet at a military base most likely means that Waste Management is in the process of getting some government contracts.
- Everyone needs their trash taken out!
- If WM is seen flying to other bases across the country, this is a very good sign.
- Companies that snag government contracts tend to be well protected and around for a long time.
- The contracts tend to be long too!
- Owner: Dick’s Sporting Goods Inc.
- Date: 9/22/2021
- Origin: Charlottesville-Albemarle Airport
- Destination: Pittsburgh International Airport
- Money Moves:
- Dick’s is one of our favorite companies coming out of the worst (and hopefully the last) of COVID.
- The sporting goods retailer’s stock has been on an absolute tear. It’s too inflated now with value lagging behind it’s current price.
- However, we wish we would’ve bought it at the bottom!
- So Dick’s corporate team flew to Pittsburgh, big deal. Well, kind of!
- Dick’s is strategically trying to stay competitive with those in the sporting space but also in the outdoors space.
- Enter their new concept, “Public Lands” stores.
- They are likely trying these out in their less “risky” markets to test the waters and see if customers are biting on this new idea.
- We like this new concept. While we don’t know a whole lot about Dick’s products and their ability to attract more customers, we know about growth.
- Some companies have taken their foot off the pedal during COVID; not Dick’s.
- While the stock valuation is simply too high, this a company that investors should pay attention to for the next 3-5 years.
- Owner: Family Dollar
- Date: 9/22/2021
- Origin: Clearwater International Airport (St. Pete, Florida)
- Destination: Norfolk International Airport (Virginia)
- Money Moves:
- Family Dollar is hiring!
- Companies are really desperate for employees right now.
- If you’re seeking employment and happen to be in Marianna, Florida tomorrow, go see Family Dollar and get hired instantly!
- *MacroHint is not sponsored by Family Dollar.
- From our perspective, this is a sort of barometer for just how bad things are.
- Major corporations need labor so bad that they are willing to gas up their million dollar plane and zip down to Florida in order to simply try getting some workers.
- If this employment shortage persists (which we think it will), it’s safe to expect an alarming number of stores to be shut down across the country (Family Dollar and others).
- Owner: The Walt Disney Company
- Date: 9/21/2021
- Origin: Farnborough Airport (England)
- Destination: Dubai International Airport
- Money Moves:
- Expansion. This the first word that came to our minds when we saw one of Disney’s corporate planes in Dubai.
- In 2011, Disney came out and claimed they had no plans to open a theme park in Dubai.
- 10 years later, that might seem like an attractive venture for the theme park giant.
- It is highly likely Disney is either in the early innings of scouting available land in Dubai or is nearing the finishing stages of signing a deal with local officials so they can start building an amusement park.
- This is big news. It will be big to the public in a few months, a year, two years, or even five years, but it won’t be news to you.
- There aren’t many other reasons why Disney would take a seven hour trip to Dubai.
- Owner: Bill Gates
- Date: 9/20/2021
- Origin: Boeing Field (King County, Washington)
- Destination: Reagan Washington National Airport (D.C.)
- Money Moves:
- Bill Gates is playing “Let’s Make a Deal!”
- Gates is having a get-together with some of his lofty friends in where else but D.C.
- He’s been a proponent of clean energy for a long time, and has recently been working on Breakthrough Energy’s Catalyst initiative.
- Gates is the founder of Breakthrough Energy.
- The program’s goal is to obtain net-zero carbon emissions by 2050.
- American Airlines, Bank of America, Microsoft (of course), and BlackRock are some of the investors invested in the initiative.
- Gates is likely in D.C. with some executives of those companies or meeting with politicians to try to summon other support as well.
- Who knows, maybe Breakthrough might go through an IPO in the near future!
- Owner: The Home Depot
- Date: 9/20/2021
- Origin: Fulton County Airport (Atlanta, Georgia)
- Destination: John Wayne Airport (Orange County, California)
- Money Moves:
- Chief executives of The Home Depot are zooming over the warm skies of Donley County, Texas!
- We’re interested to see where the jet will land in the next few hours.
- UPDATE: Looks like we were right!
- The home project behemoth’s stock has been performing incredibly well.
- Given the low rate environment and the fact that rates are likely to start trending upwards in the near future, Home Depot is likely building out some new stores out west.
- We love to see companies expanding responsibly when others are panicked and debt-ridden, and Home Depot seems to be one of those companies.
- Owner: Deere & Company (John Deere)
- Date: 9/20/2021
- Origin: Quad City International Airport (Moline, IL)
- Destination: New Century AirCenter (Gardner, Kansas)
- Money Moves:
- Deere & Company, an agricultural giant headquartered in Moline, does a lot of business and production in Kansas.
- They currently employ approximately 1,500 “Deeres” in Kansas.
- One of their main sellers down near Gardner is Heritage Tractor.
- With all of Deere’s recent talk of automation, we can’t help to think some of that is coming towards Kansas.
- Deere’s making a huge push into the 5G space to help make their factories run more efficiently.
- Deere is already a giant in the space. Why do they need to be more efficient in manufacturing?
- Increased demand and automation.
- Deere is likely in the early phases of automating many in-factory processes so as to increase productivity as well as save more money (by not needing to pay as many employees).
- If our assumption is correct, it would be greatly controversial for employees (who have already began unionizing in Illinois) but would likely bring great pleasure to shareholders.
- Owner: William Wrigley Jr.
- Date: 9/19/2021
- Origin: Kenosha Regional Airport (Wisconsin)
- Destination: Palm Beach International Airport
- Money Moves:
- Wrigley Jr. is an heir to the chewing gum fortune (you guessed it), Wrigley Company.
- Outside of being an heir to a gum monopoly, (that is wholly owned by Mars), Wrigley has set his sights on new “highs”.
- Wrigley Jr. has ventured outside of the chewing gum business into another American favorite; marijuana.
- He is the CEO of Parallel, a cannabis manufacturer and seller that supplies Texas, Florida, Nevada, and Massachusetts.
- They are likely to expand in the near future given the push for marijuana legalization by citizens across the country.
- It is strange that Wrigley departed Kenosha instead of Chicago (where Wrigley Company is based).
- The Wrigley’s were involved in a case in Wisconsin in the 90’s, however, we doubt this is related.
- Wrigley is likely in Florida to drum up some more local business!
- Owner: Barry Diller
- Date: 9/17/2021
- Origin: Jackson Hole Airport (Wyoming)
- Destination: Austin-Bergstrom International Airport
- Money Moves:
- From vacation to boardroom for Mr. Diller!
- Barry Diller is one of the most prominent businesspeople in media.
- He founded Fox Broadcasting Company, USA Broadcasting, and currently runs a holding company by the name of IAC that holds dozens of media companies (one of which is Investopedia).
- Diller likely flew from one of his vacation homes in Wyoming to Austin to talk shop with one of the more well-known companies he works with, Expedia.
- Expedia has a corporate office here in Austin.
- He is likely doing some housekeeping or talking growth with the travel company.
- While the company’s stock enjoyed some post-pandemic success, they are likely in talks to acquire a company or two to get ahead of the competition.
- Diller knows a thing or two about media mergers.
- Owner: Hormel Foods Corporation
- Date: 9/17/2021
- Origin: Austin Municipal Airport (Austin, Minnesota)
- Destination: East Texas Regional Airport (Longview, TX)
- Money Moves:
- Nope, not that Austin!
- Early in 2020, Hormel acquired Sadler’s Smokehouse, a family business that makes and sells brisket and other supplementary products like barbecue sauce.
- Hormel executives are likely checking on the production of their subsidiary and making sure everything is up to par.
- Hormel’s stock has been in the toilet lately.
- Inflation is likely a large reason for that.
- They might be working on their production methods, trying to get more meat produced for less cost.
- Owner: Cigna
- Date: 9/17/2021
- Origin: Bradley International Airport (Windsor Locks, CT)
- Destination: Dekalb-Peachtree Airport (Atlanta)
- Money Moves:
- Cigna is one of the largest health insurance providers on the planet (based in Connecticut).
- Cigna recently partnered with Oscar Health in efforts to expand their products and services to small businesses across the country.
- One of the main cities they are looking to provide for is Atlanta.
- It should be noted that both of their corporate jets are currently in Atlanta.
- This either means lots of corporate lawyers looking over contracts or lots of members of Cigna’s executive team doing presentations in the area.
- If Cigna gets some contracts out of Atlanta and some more across the country, the company will be in a good position to corner the small business healthcare market.
- Owner: Eaton Corporation plc
- Date: 9/16/2021
- Origin: Eppley Airfield (Omaha)
- Destination: Pittsburgh International Airport
- Money Moves:
- Eaton is one of the world’s largest power management companies. If you go out to eat or look on the side of almost any nearby building, you’ll likely find one of their generators (or another one of their machines).
- Eaton has a substation power center in Omaha and that’s about it. However, Buffett is in Omaha! This could hint at a potential investment from Berkshire Hathaway!
- Aside from a power station in Omaha, the real exciting stuff is in Pittsburgh!
- Eaton has a demonstration and testing facility in Pittsburgh.
- This is the closest equivalent to a museum where visitors can come and gaze upon Eaton’s latest technological advancements.
- They could be in the process of testing some new products or trying to make their current machines more productive and efficient.
- Owner: The Kroger Company
- Date: 9/16/2021
- Origin: Van Nuys Airport
- Destination: Unknown
- Money Moves:
- Executives of one of the largest grocery chains in the world, Kroger, jetted out of LA at 7:00 AM PDT this morning.
- While it doesn’t appear that Kroger has any stores in Los Angeles, we can’t forget their largest subsidiary, Ralph’s.
- Ralph’s is headquartered in Compton and has a large presence in the area.
- Kroger is either checking on it’s current stores or (slightly more likely) looking to expand in a low rate environment into other parts of Los Angeles.
- Nonetheless, both of these scenarios bode well for Kroger (one of Buffett’s favorite stocks).
- Owner: The Walt Disney Company
- Date: 9/15/2021
- Origin: Hollywood Burbank Airport
- Destination: Dulles International Airport (Washington D.C.)
- Money Moves:
- Thankfully, we don’t have to speculate much on this Follow the Money (FTM).
- President Biden is meeting with executives from Microsoft, Disney, and Walgreens (and a few others) to discuss vaccines.
- Specifically, they are hoping that their meeting in D.C. will encourage other businesses to mandate vaccines for their employees.
- I’m sure there will be other matters discussed privately between corporations and members of the government!
- More vaccine legislation could come from this meeting, which could potentially be bad for businesses that have employees that are not fully vaccinated, which could lead to the economy weakening.
- Owner: Chevron Corporation
- Date: 9/14/2021
- Origin: South Texas Regional Airport (Hondo, TX)
- Destination: Dulles International Airport (Washington D.C.)
- Money Moves:
- Chevron is trying to get their green cred up before investor day.
- The oil giant is likely in D.C. to either lobby for a favorable bill that we don’t yet know about or raise money for the environmental efforts.
- It’s probably the former.
- Chevron also mandated employee vaccines three weeks ago. They could be in D.C. to garner some government support.
- They likely flew from one of their incredibly “green” oil plants down in Texas.
- Either way, it is fascinating how often oil giants come to D.C.
- What I would do to be a fly on the wall in those conference rooms!
- Owner: Ira Rennert (The Renco Group)
- Date: 9/13/2021
- Origin: Salt Lake City International Airport
- Destination: Teterboro Airport
- Money Moves:
- Rennert touched down in a cloudy in New Jersey at around 11:10 PM EST.
- The Renco Group invests in a range of companies and industries.
- One of the companies Rennert and his group invested in a company based out in Salt Lake City.
- This investment is well known for all the wrong reasons.
- Rennert allegedly ran a mining company into the ground (no pun intended) to profit for himself and himself only.
- The company filed for bankruptcy protection and Rennert shortly thereafter purchased a new house in the Hamptons!
- This all happened around 2015.
- Perhaps there is some unfinished bankruptcy proceedings that needed to be tented to! it is strange that he flew out there.
- Maybe he’s reinvesting and needs a new house in Martha’s Vineyard!
- Owner: Alisher Usmanov
- Date: 9/13/2021
- Origin: Moscow Vnukovo Airport (Russia)
- Destination: Costa Smeralda Airport (Sardinia, Italy)
- Money Moves:
- The Uzbekistani oligarch is currently flying over Samara, Russia heading southeast.
- While Usmanov has many diverse business interests across the world, he’s been particularly keen on the electric vehicle market.
- Usmanov owns a copper manufacturing plant in Siberia. Copper is a key component used in the production of electric vehicles (among other things).
- It is unclear where Usmanov is headed, however, he is likely going where copper is needed.
- There is a huge electric vehicle market in Asia (where he also has other business interests).
- Usmanov is likely looking to sign a contract with a few electric vehicle manufactures in Eastern Asia.
- This need for copper is not only a gap that Alisher can fill. It is a statement about the overall market for copper.
- Due to increased demand and the prevailing deficit, I would venture to guess that the price of copper is likely to increase in the near future.
- UPDATE: Looks like the oligarch is taking a vacation in Italy!
- Owner: Royal Dutch Shell plc (Shell)
- Date: 9/13/2021
- Origin: Hong Kong International Airport
- Destination: Helsinki Airport (Finland)
- Money Moves:
- One of Shell’s corporate jets is currently whizzing over Eastern Russia
- Shell is also currently working on developing offshore windfarms in South Korea.
- They are likely attempting to do the same off the coast of Hong Kong!
- Shell has been making some big sustainable pushes recently and if they can make money from these efforts, the more green the better!
- They will likely continue to work on these projects around the coast of Asia. This might also lead to Shell acquiring a company or two to help expand their project capabilities!
- UPDATE: Looks like we were right! Shell’s execs landed next to the coast of Finland where they are likely working a project similar to that of in Asia!
- Owner: Aramark Corporation
- Date: 9/11/2021
- Origin: Grand Strand Airport (South Carolina)
- Destination: Philadelphia International Airport
- Money Moves:
- Headquartered in Philadelphia, Aramark is a food service and uniform providing giant.
- Despite its favorable industry position, it’s stock has been absolute dud.
- The stock has been the definition of flatline, staying around $30 per share for the last eight years. It looks like Aramark is trying to change that!
- They seem to be making some concerted efforts to get into more colleges and professional sporting venues.
- Starting small in the South Carolina coast (near some universities) they might be working on renewing or drawing up new contracts for schools in the area.
- We expect Aramark to do some more traveling in the near future to different big (and small) college towns to help push their stock price up a little bit.
- This will hold especially true if colleges and sporting events continue to open up to the public.
- Owner: The Carlyle Group
- Date: 9/10/2021
- Origin: Dulles International Airport (Washington D.C.)
- Destination: Wheeler Downtown Airport (Kansas City)
- Money Moves:
- The Carlyle Group is a renowned private equity firm based in D.C.
- The firm was founded by well-known philanthropist (and exceptional interviewer) David Rubenstein.
- Carlyle touched down in Kansas yesterday to ink the acquisition of a company they acquired a while back. Let me explain.
- Private equity firms buy majority stakes in private companies in hopes of making them better. The ultimate end goal is to sell the company for a profit or go through an IPO. Acquisition is in order for this deal.
- Carlyle bought Manna Pro (pet health company) in 2020. As of yesterday, Manna strategically bought Dinovite (pet supplement provider) and more recently, ZuPreem, a pet food manufacturer based in Kansas.
- This is one of Carlyle’s many investments but it seems like it’s going well. If Manna continues to grow their company there’s definitely an IPO in their intermediate future.
- It should be noted that Carlyle offers publicly traded stock (NASDAQ: CG). Investors in the stock would not be directly participating in the firm’s deals but they would be participating in their long term success!
- Owner: Life Time Inc.
- Date: 9/10/2021
- Origin: Minneapolis-Saint Paul International Airport
- Destination: Chicago Midway International Airport
- Money Moves:
- Too much Chicago for one day!
- Life Time Fitness has made a lot of trips to Chicago recently. There are a few potential reasons for this.
- They could be planning on adding a new corporate HQ or move from Minnesota to Chicago altogether.
- Another potential reason the fitness company has been in the Windy City a lot is they are simply opening more gyms in the Chicagoland area.
- They might also be working with local officials to sort out their COVID-19 procedures.
- However, I doubt their corporate team would fly all the way out to Chicago for that alone.
- Either way, I’m sure we can be expecting some news about Life Time in Chicago pretty soon!
- Owner: BlackRock Inc.
- Date: 9/10/2021
- Origin: Windsor International Airport (Ontario, Canada)
- Destination: Chicago Midway International Airport
- Money Moves:
- BlackRock touched down this morning in Chicago at 9:45 CST.
- The asset manager juggernaut has an office in downtown Chicago.
- BlackRock is likely buying up properties, condos, houses, and the land below them.
- It’s worth noting that Windsor is extremely close to Detroit (40 minute drive), which has one of the most depressed housing markets in the country.
- This is likely BlackRock trying to keep a low profile as to their whereabouts (by not simply landing in Detroit).
- BlackRock is likely to come back to Detroit (if they weren’t there already) to snatch up some real estate.
- Owner: Bernard Arnault
- Date: 9/9/2021
- Origin: Teterboro Airport
- Destination: John Wayne Airport (Orange County, CA)
- Money Moves:
- At around 7:30 this morning, one of Bernard Arnault’s jets ascended to 43,000 and is currently flying over Salina, Kansas. Très chique for the CEO of Louis Vuitton.
- Kansas totally has that Paris vibe to it…
- It’s a rare occurrence that Monsieur Arnault is in the states!
- The flight is headed west so if I had to guess I would assume he’s heading to LA.
- UPDATE: Close but no croissant! He landed a few miles south of LA!
- UPDATE #2: Arnault’s jet is now parked at LAX.
- Arnault recently divested one of LVMH’s rather unsuccessful investments.
- The French CEO could be in the investing mood, looking to acquire a company that can help accelerate LV’s sales.
- Arnault might also be traveling to partner with American influencers or celebrities for a new fashion campaign they will run in the future!
- LVMH stock has been killing it but will likely get burned when the economic tide turns.
- Owner: Exxon Mobil Corporation
- Date: 9/7/2021
- Origin: Abilene Regional Airport
- Destination: Dallas Love Field
- Money Moves:
- Exxon is headquartered in Irving, TX (near Dallas).
- Some members of their team took a short flight to Abilene to likely pursue one or two things; create a new drilling site or expand on one of their current operating sites.
- Exxon is currently certifying a new project in New Mexico. Maybe their activity in Abilene is related to that project.
- The other slightly more likely scenario is they’re working on a new pipeline project close to home.
- If it’s the latter case, we will likely be seeing some news of new projects near Dallas in the coming weeks.
- Exxon will likely be flying to D.C. in the next day or two!
- Owner: Verizon Communications Inc.
- Date: 9/7/2021
- Origin: Palm Beach International Airport
- Destination: Morristown Airport (New Jersey)
- Money Moves:
- Right when you thought Verizon was tapped for growth, it started tapping some more!
- The wireless network giant is in the process of expanding its prospects, specifically in the 5G and telemedicine space(s).
- They are likely targeting the bigger cities that haven’t already been eaten up by fellow giant, T-Mobile.
- Florida is definitely one of those places where Verizon can expand in both 5G and telemedicine (aging population in Palm Beach).
- Verizon is primarily headquartered in New York but has another main corporate office in New Jersey.
- It’s safe to expect Verizon to do some more traveling throughout the country (big cities and small) to nab as much market share as they can (especially in 5G).
- Owner: Marcus Lemonis
- Date: 9/7/2021
- Origin: Chicago Executive Airport
- Destination: Teterboro Airport
- Money Moves:
- Just as the clock struck 8:30 PM in New York, Marcus Lemonis touched down at Teterboro.
- You might know him! He’s been the CEO of Camping World for the past 15 years and also has a show; The Profit.
- He’s been getting some heat lately! Oh yeah, and lawsuits.
- He’s been accused of basically giving small businesses some exposure through his show, taking a little profit, and leaving their companies worse off. It’s not a big deal! Only 70 family businesses are suing him.
- This bad press could lead to Lemonis resigning from Camping World, leaving the company to search for a new chief executive.
- Lemonis’ allegations can shake up operations at his day job as a multinational CEO (and for the company itself).
- Owner: Starbucks Corporation
- Date: 9/7/2021
- Origin: King County International Airport, Boeing Field (Seattle)
- Destination: Greater Rochester International Airport
- Money Moves:
- Starbucks has been bearing some recent scrutiny lately.
- Employees at a Starbucks in Buffalo, New York are doing something that has never happened before; Unionizing.
- Some members of SBUX’s executive team likely flew out to do some negotiating and/or bargaining. They are likely terrified that this will become a chain reaction across the company!
- If unions begin forming, Starbucks will likely hurt pretty bad (its stock too). It all depends on how much Starbucks is willing to give.
- It would be a good idea to keep tabs on any further talks of unions (even outside of SBUX).
- UPDATE: 2 more Starbucks have began union elections in Buffalo.
- More likely to follow!
- Owner: Costco Wholesale Corporation
- Date: 9/6/2021
- Origin: Washington Dulles International Airport (D.C.)
- Destination: Aurora Municipal Airport (Illinois)
- Money Moves:
- Costco recently reinstituted its purchasing limits on certain products due to the Delta variant.
- Costco is likely out in D.C. talking to government health officials about the procedures they should put in place and what they can do to keep those at Costco safe (and working).
- The megastore could also be doing some lobbying to gain support to keep as many of its stores open as possible if COVID cases begin surging again. That makes more sense to me.
- Owner: JPMorgan Chase
- Date: 9/6/2021
- Origin: Westchester County Airport (New York)
- Destination: London Stansted Airport
- Money Moves:
- One of JPMorgan’s corporate planes is currently flying over the Atlantic.
- It appears the jet is heading towards London. This would make sense given recent events.
- Approximately four days ago, climate activists did some damage at JPM’s London offices.
- From cracking windows with hammers to breaking doors, the group, Extinction Rebellion, will likely not be welcome to bank with Chase.
- Chase is likely flying out to England to do some PR and damage control.
- The banking juggernaut was also recently charged 25M Euros in a tax fraud case in France. Chase could also be flying to France to work on a better settlement or make sure they don’t have to shell out any more Euros ever again!
- UPDATE: The flight ultimately landed in London! Maybe Paris is next!?
- Owner: Sam Zell
- Date: 9/3/2021
- Origin: Midway International Airport (Chicago)
- Destination: Camarillo Airport (Ventura, CA)
- Money Moves:
- Sam Zell is a real estate legend.
- Sam’s deals tend to go the way he wants them to go; except deals this week.
- Zell’s real estate holding company, Equity Commonwealth, was in serious talks with Monmouth Real Estate Investment Corp. to acquire the company.
- Things went well until the shareholders had a say in the matter.
- Monmouth’s shareholders subsequently rejected Zell’s bid.
- I would’ve expected Zell to be flying out to Monmouth’s headquarters to discuss restructuring his offer, however, they are based in New Jersey and according to flight data Zell is heading west.
- He is likely taking some time to digest the gut-punch of losing a deal or has a few other real estate companies out west he wants to acquire.
- Owner: Merck & Co Inc.
- Date: 9/2/2021
- Origin: Francis Gabreski Airport (The Hamptons)
- Destination: Rhode Island International Airport
- Money Moves:
- Like a good pharmaceutical company, Merck is likely settling!
- In a few weeks or days you might be able to find a public court docket or filing that discloses how much Merck shelled out to settle a bad drug case.
- On the other hand, they don’t appear to have any labs or businesses in Rhode Island.
- However, they do have facilities in the northeast.
- Maybe Merck is expanding!
- If Merck is simply settling a case, it’s usually not a big deal. If they are building more labs, that is a very big deal!
- Owner: Walmart Inc.
- Date: 9/1/2021
- Origin: Rogers Municipal Airport (Arkansas)
- Destination: Daniel Inouye International Airport (Hawaii)
- Money Moves:
- Speaking of Walmart, their corporate team is either intent on expanding their supply chain capabilities or taking a sweet vacation.
- I think and hope its the former!
- This is sort of a follow-up on my last FTM on Walmart.
- Their team is likely working on further developing their supply chain (ship and port relationships) or possibly building some new stores in Hawaii.
- Either way, Walmart is making moves to expand outside of the 48 contiguous states!
- Owner: Dollar General Corporation
- Date: 9/1/2021
- Origin: Nashville International Airport
- Destination: Dubuque Regional Airport (Iowa)
- Money Moves:
- Dollar General, the all-American Tennessee-based company is in expansion mode.
- They are beginning to rebrand some of their stores to give them a more fresh, grocery store feel.
- Oddly enough, one of DG’s direct competitors is Walmart; they have already rebranded a lot of their stores to “Neighborhood Market” stores.
- Seems like DG took a page out of WMT’s playbook!
- DG is also venturing into the healthcare market!
- Iowa seems like a quintessential Dollar General market; flyover country with a lot of open land. They are likely expanding their presence in the Midwest.
- It seems as though over the past couple years DG has laid the foundation for their stores and in the process figured out what works and what doesn’t. DG is now in the phase of putting some action behind those observations.
- DG is a seldom discussed stock that is likely to see a lot of growth in the future (especially since DG tends to perform well during recessions).
- Owner: Boeing Company
- Date: 9/1/2021
- Origin: Toronto Pearson International Airport
- Destination: Dulles International Airport (Washington D.C.)
- Money Moves:
- Boeing has been the definition of a troubled company lately.
- In February of this year, one of Boeing 777’s had an engine failure on takeoff caused by a fan blade breaking.
- Boeing has also been in a lot of trouble with their 737-MAX planes but there isn’t enough time to even begin covering that.
- As of a few days ago, the FAA is still reviewing the 777’s airworthiness, specifically regarding its engines.
- A spokesperson from Boeing came out recently saying “We have identified design changes and we are working to finalize them.”
- Boeing’s executives and lawyers are likely in D.C. because it’s where the FAA is based.
- Boeing is likely doing all that it can to get their planes back into the sky, especially given what COVID has done to their balance sheet!
- We should see a decision on the 777 in the coming days or weeks.
- It’s a good indication that it should be soon since Boeing flew out to the Capitol today. This decision is very likely to make the stock jump or flop (and likely lead to long term stock downgrades or upgrades).
- Owner: CSX Corporation
- Date: 8/31/2021
- Origin: Mobile Downtown Airport (Alabama)
- Destination: Jacksonville International Airport (Florida)
- Money Moves:
- CSX (headquartered in Jacksonville) doesn’t want Amtrak on it’s tracks.
- Roughly three weeks ago, Amtrak filed a request to operate commercial operations on tracks on the Gulf Coast (primarily in New Orleans and you guessed it, Mobile).
- The Surface Transpiration Board is currently reviewing Amtrak’s request.
- This matter is expected to be decided by December.
- If Amtrak is allowed to start running trains on CSX’s tracks, CSX freight operations would be negatively impacted.
- Freight would move slower which means CSX’s revenues likely go down.
- Ok, so CSX loses some efficiency, so what?
- CSX concentrates its operations in the east and if Amtrak gets to slow CSX down in the southeast, why can’t they do it elsewhere? If things go as planned and Amtrak gets to share track with CSX, CSX’s stock is going to bear the brunt.
- Owner: UnitedHealth Group
- Date: 8/31/2021
- Origin: Ronald Reagan Washington National Airport (D.C.)
- Destination: Saint Paul Downtown Airport (Minnesota)
- Money Moves:
- Every time a company is out in D.C. I get excited.
- There are a lot of different things that companies usually do in Washington and UnitedHealth Group is likely doing one of the main ones; going to court.
- UnitedHealth has been to D.C. a lot. They have been in court A LOT.
- UnitedHealth is the largest health insurance company in the world (and it is based in Minnesota).
- There’s a lot of liability in this line of business (especially when you have a big target on your back like they do).
- A little over two weeks ago the company was in D.C. to discover that a previously ruled decision was overturned by the court of appeals.
- This meant UnitedHealth had to shell out some cash!
- More recently, UHG was forced to pay out $15.7M. That’s not much for a company the size of UHG.
- I suspect in a few weeks there will be another article about some case(s) they settled in a D.C. district court!
- Owner: Walmart Inc.
- Date: 8/29/2021
- Origin: Los Angeles International Airport
- Destination: Rogers Municipal Airport (Arkansas)
- Money Moves:
- One of the key things Walmart mentioned during its latest earnings call was inventory.
- Even after peak-COVID Walmart is experiencing higher than expected demand from customers.
- According to the earnings transcript, the executive team has found a solution.
- To gear up for the upcoming holidays, Walmart has begun chartering ships in order to maintain enough space for their imports.
- Even though supply chain constraints are a big problem for most retailers right now, Walmart is coming out ahead.
- Walmart’s inventory numbers weren’t great last year (likely due to COVID) but they seem intent on being better prepared for the future.
- Some members from the corporate office likely flew out to Los Angeles because The Port of Los Angeles is one their receiving hubs. Likely a supply chain check!
- We can expect the retail giant to fly out to other ports across the country.
- Walmart is making money moves.
- Owner: Corning Incorporated
- Date: 8/30/2021
- Origin: Raleigh-Durham International Airport
- Destination: Elmira Corning Regional Airport
- Money Moves:
- It’s not everyday a company is named after an airport and the city in which they are headquartered!
- Corning has seen a huge push for demand recently in the 5G space.
- They are in the process of sending new, more innovative products into the market to meet demand (much of the work is being done in NC).
- As long as Corning can control its costs they should be on their way to higher stock price (given some time of course).
- Corning is an industry leader that dominates the optical fiber sector.
- We use optical fiber a lot!
- I expect to see some growth kicked into Corning; their business depends on meeting current demand.
- This might also be the beginning of Corning building new plants in the east if they deem it a worthy investment or if they need more factory space to meet demand.
- Who knows, maybe an acquisition is in order!
- Owner: James Packer (Crown Resorts)
- Date: 8/28/2021
- Origin: Olbia Costa Smeralda Airport (Italy)
- Destination: Malpensa Airport (Italy)
- Money Moves:
- Crown Resorts is an Australian-based casino resort company.
- Crown has resorts concentrated in Australia as well as some scattered in Macau and London.
- The jet is registered to James Packer (former CEO), who inherited the company from his father (the founder of Crown).
- It doesn’t seem like Crown wants him involved anymore.
- Even though the jet is registered under Packer’s name, it is likely leased to Crown Resorts.
- Crown and their executive team might be looking for a place to buy some new land, eventually plotting a resort on top of it.
- The company is likely traveling between Italian towns to check out the different properties they could feasibly obtain. This could definitely be Crown playing some offense in attempts to become more global.
- The gaming market in Italy is next to dead and Crown’s stock hasn’t done much upward movement over the past few years.
- This could be the beginning of Crown’s expansion plans.
- What better way to stay ahead of competition than to go where others aren’t?
- Owner: Platinum Equity
- Date: 8/28/2021
- Origin: Van Nuys Airport
- Destination: Teterboro Airport
- Money Moves:
- Platinum Equity is one a premier private equity firm headquartered in Beverly Hills.
- What do private equity firms do? I’m glad you asked!
- In simplest terms, a PE firm usually buys a mid-market, private company (does $100m to $3bn in annual revenue) and makes that company better.
- Better means more efficient, taking the unnecessary fat off of the business’ balance sheet (refinancing debt, firing unnecessary employees and management teams), and doing everything it can do to make that company better than they found it.
- The end goal is the private company either going public, being bought out by a bigger company (competitor) or the PE firm simply selling it for more than they bought it for.
- PE firms prowl for good companies with bad balance sheets.
- Platinum recently inked a deal to acquire education content giant, McGraw Hill.
- Platinum is now beginning the process of making changes in McGraw early. Get the debt down, get the company more technologically advanced, and get their products and services in more schools.
- In 3-5 years, McGraw Hill is likely going to be a bought out by a bigger education software company or go public again (at least those are my predictions).
- Future traveling should give us a Hint!
- Platinum being in New York means once they signed the deal, they hit the ground running.
- Owner: Bill Gates
- Date: 8/28/2021
- Origin: McClellan-Palmoar Airport (Carlsbad, CA)
- Destination: Boston Logan International Airport
- Money Moves:
- Bill Gates recently invested in a Massachusetts-based battery technology company, Form Energy.
- The company has maintained secrecy with its technology and innovation. They claim that their “unidentified technology will be able to replace baseload thermal power plants.”
- Bill isn’t the only notable investing party. Jeff Bezos and Saudi Aramco are among other big names that are investing the battery startup.
- It appears Gates is getting pretty hands-on with his investment if he’s flying out to Boston for the weekend!
- While this company tries to keep a low profile, this is a startup that you definitely want to keep tabs on.
- One can assume this company is going to do some industry disruption and put up some solid returns for investors (and eventually file for IPO).
- Also, Bill’s pockets run pretty deep so if the company needs funding, it’s probably going to get it.
- Owner: Intel Corporation
- Date: 8/27/2021
- Origin: San Jose International Airport
- Destination: Hillsboro Airport (Oregon)
- Money Moves:
- Intel appears to be in the final stages of building a new factory and campus in Hillsboro, Oregon. The company has been on a tear lately.
- They recently snagged a contract with the Department of Defense (who better to have a contract with than the US government?)
- Aside from the contract, there has been a lot of talk about how the future of Intel looks promising; I would have to agree.
- The company is a staple in the semiconductor and microprocessor world and is due for more growth.
- Intel has campuses all over the country and I’m sure with the demand their industry is facing right now, Intel will build more factories across the country and globally.
- Owner: Michael Eisner
- Date: 8/27/2021
- Origin: Midway International Airport (Chicago)
- Destination: Van Nuys Airport
- Money Moves:
- Michael Eisner has been in business for a while. He was the CEO of Disney for 21 years and currently runs a private equity holding company.
- One of the companies he added to the portfolio is one of America’s most nostalgia-inducing brands, Topps
- Long story short, Eisner acquired Topps with Madison Dearborn Partners (investment firm based in Chicago) in 2007 for $385 million.
- Revenues were up and the deal was a great one. However, Eisner recently partnered with Mudrick Capital (hedge fund) to issue a SPAC which would take Topps public.
- As of yesterday, the SPAC plans were shut down as Topps debt rating was downgraded to junk.
- Eisner was likely in Chicago to either try to revive the SPAC deal in any way, or to cut ties with the deal completely and get back to the drawing board.
- During this week Eisner and Topps reported strong revenues and a bright future, however, they topped off the week with a broken deal and a debt-ridden all-American company.
- The Topps SPAC deal is likely done for good.
- Owner: James Simons
- Date: 8/25/2021
- Origin: San Jose International Airport
- Destination: Nice Cote d’Azur Airport (France)
- Money Moves:
- Jim Simons might be on vacation!
- However, it is notable that both him and Ken Griffin‘s plane are in Nice.
- Ken and Jim run some of the most successful quantitative hedge funds of all time.
- The quant fund industry is particularly secretive so I find it interesting that two of the best to do it happen to be in the same remote place at the same time.
- The meeting could be a vacation and playdate or talks of merging their business (unlikely) or their exchanging trade secrets (or just talking shop).
- It’ll be interesting to see if any big news regarding their funds and their businesses comes out in the next few days or weeks.
- Owner: Ronald Burkle
- Date: 8/26/2021
- Origin: McCarran International Airport (Las Vegas)
- Destination: Bob Hope Airport (Burbank, CA)
- Money Moves:
- Early this morning Burkle’s plane jetted out of Las Vegas and is headed towards Los Angeles (he has multiple homes in LA). Why in the world would a billionaire businessman be leaving Las Vegas at 6:30 AM? My guess is acquisition.
- In 2019, he showed great interest in buying the Rio All-Suite Hotel & Casino from Caesar’s.
- Ultimately, Caesar’s ended up keeping the property.
- Today, Caesar’s could be in a pinch or in a divesting mood and Burkle seems like a perfect, motivated buyer!
- Why should you care about this? Well, the main catalyst of Burkle’s interest in 2019 stemmed from Caesar’s casino operating unit previously filing Chapter 11.
- Not to imply that the entertainment giant is in financial distress, however, they might have some short-term debt or bondholders they need to pay off pretty soon.
- Owner: ConocoPhillips
- Date: 8/25/2021
- Origin: George Bush Intercontinental Airport (Houston)
- Destination: Dulles International Airport (Washington D.C.)
- Money Moves:
- ConocoPhillips has had its ups and downs this week.
- One of the main lowlights of their week was being thwarted by a federal judge. The judge deliberated against the company’s Willow project (a petroleum reserve in Alaska), which would have been a huge money maker for Conoco.
- I can’t help to think that ConocoPhillips and their legal team are taking a day or two in D.C. to either lobby or garner support or make some inside deals to get their project moving. It’ll be interesting to see how their project turns out.
- In more optimistic and less shady news, a company that Conoco provided funding for, Solaris, is set to go public very soon.
- Solaris is focused on making fracking more environmentally friendly and resourceful for all.
- Owner: Johnson & Johnson
- Date: 8/25/2021
- Origin: Trenton-Mercer Airport
- Destination: Midway International Airport (Chicago)
- Money Moves:
- Today, JNJ announced that their vaccine booster shot is more effective in slowing the spread, namely by increasing the amount of antibodies to protect people from COVID-19.
- Illinois has been one of the largest proponents of vaccination as they have recently announced some of the drastic measures they are taking.
- The biggest drug companies on the planet (Pfizer, Johnson & Johnson, Merck etc…) are likely doing presentations and meetings with local govt. and state officials in order to distribute as many vaccines as they can.
- Like any business, they’re just selling as much of their product as they can.
- Owner: World Wrestling Entertainment (WWE)
- Date: 8/23/2021
- Origin: San Diego International Airport
- Destination: Westchester County Airport (New York)
- Money Moves:
- Last night was WWE Raw (in San Diego). Logan Paul apparently is not very liked in San Diego!
- Anyways, it’s a cool company. As we all know, there are only a few companies that deliver great sentimental value for customers; WWE is no exception.
- Oddly enough, WWE has been a publicly traded company since the late 90’s. Who would’ve thought wrestling would’ve been such a successful business?!
- There isn’t necessarily anything “corporate” about this information, however, I would hope that with WWE being back in-person, they not only continue that, but also expand to other markets around the world.
- WWE’s stock has stayed afloat and even profited during the worst of COVID-19. While ultimately they are an in-person business, the rise in streamed content has helped the WWE (and their fans).
- I’m sure their corporate team is going to do a lot more traveling as the world continues to open up. It would be a great time for them to seek out more national and global venues.
- Owner: BlackRock Inc.
- Date: 8/23/2021
- Origin: Columbia Metropolitan Airport (South Carolina)
- Destination: Charleston International Airport
- Money Moves: BlackRock (BLK) has been on a shopping spree lately.
- BLK, as well as some of their subsidiary companies have been concentrated in buying homes during COVID, when home sales and prices dropped.
- It’s a great time to buy properties (and the land under those properties) if you’re a trillion dollar asset management firm.
- What better investment strategy than to go to the most mundane and likely under-researched residential property hubs in the US?
- If any of you live in South Carolina, beware of BlackRock!
- Owner: Tom Barrack
- Date: 8/23/2021
- Origin: Dulles International Airport (Washington D.C.)
- Destination: Van Nuys Airport
- Money Moves: Barrack has been under a lot of scrutiny lately. First off, how’d he get rich? He started Colony Capital, a real estate firm that focused on buying up distressed properties. He started Colony in the 90’s; he’s done alright!
- Sometimes it hurts to have friends in high places. He is one of Donald Trump’s closest friends.
- He made headlines recently when he was arrested for tax fraud.
- Many other accusations are stemming from his alleged tax fraud scandal, some of which include international business in the middle east.
- Looks like he’s out of custody and enjoying some freedom!
- Owner: Jeff Bezos
- Date: 8/19/2021
- Origin: Kahului Airport (Hawaii)
- Destination: Dulles International Airport (Washington D.C.)
- Money Moves: Bezos has a lot going on in D.C.
- Aside from owning The Washington Post as well as the largest house in Washington, D.C., Bezos also does a lot of lobbying in the nation’s capital. He’s back at it again!
- I’m sure some of that lobbying power will be put to good use when Bezos is swimming through antitrust courts, as Amazon is currently in the process of building out his empire even more…
- Yes, you clicked the correct link. Malls.
- What better time for the “everything” company to buy up malls at a discount than now?
- Owner: Conagra Brands Inc.
- Date: 8/19/2021
- Origin: Effingham County Memorial Airport (Illinois)
- Destination: Eppley Airfield (Omaha)
- Money Moves: Conagra is headquartered in both Chicago and Omaha. Some of the members of their executive team likely flew out to Effingham to check out their production facility. The facility was previously owned by Pinnacle Foods, which was acquired by Conagra in 2018.
- Owner: Elon Musk
- Date: 8/19/2021
- Origin: Brownsville South Padre Island International Airport (South Texas)
- Destination: Hawthorne Municipal Airport (Los Angeles)
- Money Moves: SpaceX has a launching pad out near the southern border! Recently, Musk has been having some trouble with local officials on multiple fronts.
- For one, Musk is not exactly the quietest neighbor.
- Secondly and more recently, he has been criticized of his company’s treatment of local wildlife near the launch site.
- Lastly, local officials and members of the community are currently threatening legal action against Musk. These legal actions allegedly stem from aforementioned environmental concerns as well as “unauthorized road and beach closures”.
- Elon has big plans for this ghost town!
- Owner: Apple Inc.
- Date: 8/18/2021
- Origin: Bartlesville Municipal Airport (Oklahoma)
- Destination: San Jose International Airport
- Money Moves: Money moves? More like Movie moves! It looks like some of Apple’s executive team flew out to Bartlesville to check out the film sets for projects they are working on. What better place to shoot Hollywood films than the middle of nowhere in Oklahoma.
- According to the italicized article, Apple recently extended its lease.
- It’s a good sign that Apple is growing and expanding when they’re already a technological giant. Streaming and the film industry as a whole are very competitive industries and Apple should be doing everything they can to hold market share. It seems they are trying to do just that!
- Owner: Wesley Edens
- Date: 8/18/2021
- Origin: Luis Muñoz Marín International Airport
- Destination: Teterboro Airport
- Money Moves: Edens is the founder and CEO of New Fortress Energy (NFE). NFE is a clean energy infrastructure company that does business all over the world, but does a large amount of business in Puerto Rico.
- According to NFE’s earnings call last week, Edens explained that the company is “transforming from a development company to an operating company.” It seems as though production is picking up and that NFE is making some major strides in becoming a profitable, stable business in the clean energy sector.
- I’m sure Edens and other executives from the company will be traveling a lot more in the recent future, making sure that their projects around the world are going according to plan and schedule.
- Owner: Lowe’s Companies, Inc.
- Date: 8/18/2021
- Origin: Charlotte-Douglas International Airport
- Destination: Salisbury Regional Airport (Maryland)
- Money Moves: Lowe’s just blew out earnings and their stock is up 10% for the day. They don’t seem to have any corporate offices out in Maryland; maybe they’re just celebrating oceanside!
- Owner: Target Corporation
- Date: 8/18/2021
- Origin: Minneapolis-Saint Paul International Airport
- Destination: Teterboro Airport
- Money Moves: Target had its earnings today and it left a lukewarm taste in the mouths of investors. Brian Cornell, the CEO of Target, appeared on CNBC’s Squawk Box this morning and discussed his outlook for the coming college season (and holiday season) as well as addressed concerns pertaining to Target’s global supply chain.
- Owner: Walmart Inc.
- Date: 8/17/2021
- Origin: Rogers Municipal Airport (Rogers, Arksansas)
- Destination: Albuquerque International Sunport
- Money Moves: Walmart is headquartered in Arkansas. I speculate that some members of their legal team flew out to Albuquerque to investigate the criminal situation that involved one of their stores this past Sunday. A vehicle was stolen from a Walmart parking lot and was involved in a fatal shootout.
- Owner: Procter & Gamble Company
- Date: 8/17/2021
- Origin: Cincinnati Municipal Airport-Lunken FIeld
- Destination: Piedmont Triad International Airport (Greensboro, NC)
- Money Moves: P&G is in the process of constructing a new manufacturing plant in Guilford County (in Greensboro) that is planned to provide the county “46 new full time jobs“. According to the attached article, the plant will likely cost around $110 million.
- Owner: Tilman Fertitta
- Date: 8/16/2021
- Origin: North Las Vegas Airport
- Destination: Houston Hobby Airport
- Money Moves: Fertitta is in the process of selling one of his subsidiary companies, Golden Nugget Online Gaming (GNOG), to DraftKings. DraftKings likely wants to acquire GNOG in order for the company to finally access the gaming and gambling market in Las Vegas.
- His traveling is a likely indication that the deal is progressing.
- Owner: Pfizer Inc.
- Date: 8/16/2021
- Origin: Trenton-Mercer Airport
- Destination: Saint Louis-County Spirit of Saint Louis Airport
- Money Moves: Pfizer has ramped up vaccine distribution efforts across the country. It seems as though St. Louis is no exception. Pfizer also has a research site in the area.
- Owner: Kroenke-Walton Family
- Date: 8/16/2021
- Origin: Austin-Bergstrom International Airport
- Destination: Van Nuys Airport
- Money Moves: One of the heiresses to the Kroenke-Walton fortune has business interests in Austin.
- Owner: Exelon Corporation
- Date: 9/8/2021
- Origin: Central Illinois Regional Airport
- Destination: DuPage Airport (Western Illinois)
- Money Moves:
- Central Illinois Airport is about a half away from one of Exelon’s cash generating machines (literally); Clinton Power Station (CPS).
- CPS is a nuclear reactor that has the energy to generate power for approximately one million homes.
- Exelon is either checking on their cash cow or looking to build a new nuclear plant in the area.
- There’s a lot of open (and likely vacant) space in this area of Illinois.
- It is also relatively easy for their executives to keep track of the plants being that Exelon is headquartered in Chicago.
- Exelon (EXC) was the first stock that ever bought. They’re a Fortune 100 energy company based out of my hometown! Great due diligence on my part…
- Nonetheless, Exelon has been a solid energy staple and it’s encouraging to know that they might be expanding their operations near home!
- Owner: James Dolan (Madison Square Garden)
- Date: 9/9/2021
- Origin: Leipzig/Halle Airport (Germany)
- Destination: Teterboro Airport
- Money Moves:
- Why in the world would the group that owns the New York Knicks, New York Rangers, and of course, the iconic Madison Square Garden be in Germany?
- It is very likely broadcasting distribution.
- The corporate team (or James Dolan, the CEO) likely flew out to talk with a few networks out in Germany who want the right to broadcast their events (Knicks games, concerts etc…)
- If this were the case, it’s great for MSG (a publicly traded company).
- It means more international expansion and revenue growth.
- MSG could also be in the early stages of acquiring a broadcasting company out in Europe!
- Either way, both possibilities are conducive to a rising stock price!