Form 4: Moog Director Scannell Receives Stock Bonus

Moog Inc. Director John Scannell reported the acquisition of 575 shares of Class B common stock as a bonus under the company's 2025 Long Term Incentive Plan.

Summary

• John Scannell, a Director at Moog Inc., acquired 575 shares of Class B Common Stock.
• This acquisition was a stock bonus granted under the Moog Inc. 2025 Long Term Incentive Plan.
• The transaction occurred on November 11, 2025, with a price of $0 per share.
• Following this transaction, Scannell directly owns 36,358 shares of Class B Common and 41,040 shares of Class A Common.
• Indirect holdings include 30,846 shares of Class A Common (spouse) and 3,549 shares of Class B Common (401(k)).
• Scannell also holds various Stock Appreciation Rights (SARs) for Class B Common stock, granted under the Moog Inc. 2014 Long Term Incentive Plan, with exercise prices ranging from $71.648 to $85.95 and expiration dates up to November 17, 2030.
• SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant.

Sentiment

Score: 7

Explanation: The filing reports a stock bonus to a director, which is a positive event for the individual and generally viewed as a routine, positive sign of management alignment with shareholder interests. It does not contain any negative news or significant operational updates.

Positives

• Director John Scannell received a stock bonus of 575 Class B common shares, indicating continued alignment of management interests with shareholders.
• The grant was made under the Moog Inc. 2025 Long Term Incentive Plan, suggesting a structured approach to executive compensation and retention.

Future Outlook

The filing does not contain specific forward-looking statements or guidance regarding the company's future performance, beyond the vesting schedule of the SARs.

Industry Context

This Form 4 filing reflects routine insider compensation activity, where a director receives equity as part of a long-term incentive plan. Such grants are common across industries to align management interests with shareholder value creation and are a standard component of executive compensation packages in publicly traded companies.

Comparison to Industry Standards

• The grant of stock bonuses and Stock Appreciation Rights (SARs) to directors is a common practice in publicly traded companies, particularly in the industrial manufacturing sector where Moog Inc. operates. While specific compensation details vary by company size, performance, and industry benchmarks, the use of equity-based incentives like those under Moog's 2025 Long Term Incentive Plan and 2014 Long Term Incentive Plan aligns with typical corporate governance practices aimed at retaining key talent and incentivizing long-term performance. No specific comparable companies or projects are mentioned in the filing to allow for a direct quantitative comparison.

Related Party Transactions

• The acquisition of 575 shares of Class B common stock by Director John Scannell at a $0 price, granted under the Moog Inc. 2025 Long Term Incentive Plan, constitutes a related party transaction as it involves an insider receiving compensation from the company.

Stakeholder Impact

• Shareholders: The grant of stock to a director aligns management's interests with shareholders, potentially encouraging long-term value creation. It also represents a dilution of existing shares, though minor in this instance.
• Employees: The existence of a Long Term Incentive Plan suggests a structured approach to employee and executive compensation, which can positively impact morale and retention.
• Management: Director John Scannell directly benefits from the stock bonus, increasing his equity stake in the company.

Next Steps

• SARs granted under the Moog Inc. 2014 Long Term Incentive Plan will become exercisable ratably over three years, beginning on the first anniversary from their respective grant dates.

Key Dates

Recommendation

This Form 4 filing details a routine stock bonus grant to a director, which is a standard component of executive compensation and aligns insider interests with shareholders. It does not provide new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. Therefore, an investor would likely maintain their current position based solely on this filing.

Keywords

Moog Inc., MOGA, MOGB, Form 4, Insider Trading, Stock Bonus, Director Compensation, Equity Grant, John Scannell, Class B Common Stock, Stock Appreciation Rights, SARs, Long Term Incentive Plan