FlightTrace

Tracking 100s of corporate fleets against historical baselines. Posting the most unusual activity. Some posts automated.

Not financial advice.

[FlightTrace @FlightTraceData]

$SHEL Shell's corporate flight activity just hit a 3-year high across multiple timeframes — its busiest 21-day stretch on record (88 flights, ~2.4× its normal pace).

Earlier peaks seemed to line up with reported/rumored $BP deal speculation.

This latest run has no such reporting behind it.

Attached: flight counts plotted against those prior rumors only.

Research/informational only, not a buy/sell call.

[FlightTrace @FlightTraceData]

$APGE

[FlightTrace @FlightTraceData]

🚨 $ABBV

AbbVie rarely visit Bozeman, MT.

Since Saturday: 14 flights across all 4 jets in and out — 7 arrivals in 4 days. One fleet, one off-network airport, no one else around.

The last time their fleet clustered in and out of a random hub like this, the $63B Allergan deal hit a week later.

$RVMD back at the table? Maybe something in cardiometabolic ($GPCR $MDGL $VKTX ?) something in neuro? Many solid prospects still out there for the taking...

[FlightTrace @FlightTraceData]

All three $LLY jets converged in Boston today. Whole-fleet convergence is rare — only a handful of times in three-plus years of tracking. Previous ones have followed seasonal pattens in February or August. It's the first I've seen in June.

[FlightTrace @FlightTraceData]

@WallStSai There's a lot of really unusual large pharma aircraft activity taking place over the past week, including LLY.

[FlightTrace @FlightTraceData]

Something odd at $HSY?

Both corporate jets converged at downtown Kansas City this week — the first fleet convergence there recorded in my database.

5 flights into that same airport in past 4 days. They'd made 5 flight there in the previous 3 years.

All on the heels of their 2nd-busiest weekend in 3 years — 8 flights vs a median of 1.

No idea why. Just unusual.

[FlightTrace @FlightTraceData]

$BALL Ball Corporation jet activity is flashing one of the cleanest anomalies I’ve seen recently.

Single jet in the fleet --

Trailing 7D flights: 22
3-year median: 2
That’s 11x normal and 7.1σ above baseline.
Even the 21D window is at a 3-year high: 32 flights, 5.3x median.
This is not ordinary travel noise.

[FlightTrace @FlightTraceData]

$MRK helicopter fleet activity is rare-air territory.

Trailing 7D flights: 63 vs 3Y median of 26.

Only the 4th stretch at this level in 3 years...and 2 of those 4 have happened in the last 30 days.

Prior $RVMD talks reportedly broke down over price. Revival? Different BD target? Worth watching.

[FlightTrace @FlightTraceData]

$SJM some interesting flight data around the reported Goldman Sachs strategic-review hire:

April was the busiest month in the past 24-months — 68 flights vs. a 38/month median.

Then on May 4, both mapped J.M. Smucker jets converged at (XNA) Bentonville, Arkansas for 20+ hours.

Only prior $SJM fleet convergence at XNA in the dataset: ~1.8h in Sep. 2025.

[FlightTrace @FlightTraceData]

🚨 $LLY Bay Area flight activity is getting interesting.

Ex-January JPM Conference noise, Lilly has logged 9 Bay Area arrivals since Feb. 15 vs. just 18 non-January arrivals over the past 24 months.

Recent burst: 6 arrivals in the past 23 days.

$RVMD? $CYTK? Something else?

[FlightTrace @FlightTraceData]

🚨 Unusual $JNJ flight activity

3 of 4 J&J corporate jets landed in Paris today.

In the prior 3 years, only 2 JNJ visits to Paris — both single-jet (Feb '24, Mar '25).

A 3-jet Paris convergence has never happened in our data.

$ABVX is HQ'd in Paris. Coincidence?

[FlightTrace @FlightTraceData]

$TERN

[FlightTrace @FlightTraceData]

$MRK fleet sync at Morristown (MMU), New Jersey on March 23: all 3 aircraft converged for 1.7 days, first fleet-wide sync in 66 days. Highest convergence ever recorded at this location in 3-year lookback. Similar pattern occurred 3 days before $9.2B Cidara acquisition.

[FlightTrace @FlightTraceData]

$TXN full fleet converged at Dulles (IAD), Virginia on March 11 — 2 of 2 aircraft on ground for 1 day. First fleet-wide convergence in 270 days and highest convergence ever recorded at this location over 3-year period.