Form 4: Moog Director Shifts Class A Shares Between Trusts
Insider Ownership Change
Donald R. Fishback, a director at Moog Inc., reported an internal transfer of 3,864 Class A common shares between family trusts.
Summary
- Donald R. Fishback, a Director of Moog Inc. (MOGA/MOGB), filed a Form 4 reporting changes in his beneficial ownership of company securities.
- On October 17, 2025, 3,864 shares of Class A common stock were transferred from a grantor retained annuity trust, where the reporting person's spouse is the trustee, to a living trust, where the reporting person is the trustee.
- This transaction involved no monetary consideration, with a reported price of $0 per share.
- Following the reported transaction, beneficial ownership of Class A Common stock includes 4,090 shares held directly, 4,636 shares held indirectly by a grantor retained annuity trust (spouse as trustee), 4,537 shares held indirectly by a living trust (reporting person as trustee), 10,000 shares held indirectly by a grantor retained annuity trust (reporting person as trustee), 9,273 shares held indirectly by an irrevocable trust (spouse as trustee), 8,754 shares held indirectly by a grantor retained annuity trust (reporting person as trustee), and 7,680 shares held indirectly by a living trust (spouse as trustee).
- Beneficial ownership of Class B Common stock includes 14,296 shares held directly and 278 shares held indirectly in the Moog Inc. Retirement Savings Plan.
- The filing also details existing Stock Appreciation Rights (SARs) granted under the Moog Inc. 2014 Long Term Incentive Plan, including 10,000 SARs with an exercise price of $71.648, 6,181 SARs with an exercise price of $82.31, and 6,988 SARs with an exercise price of $80.19, all underlying Class B Common stock and becoming exercisable ratably over three years from their grant dates.
Sentiment
Score: 5
Explanation: The filing reports a routine internal transfer of shares between trusts by a director, which is a neutral event with no direct positive or negative implications for the company's operations or financial performance.
Future Outlook
This filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.
Industry Context
This Form 4 filing reports a routine insider transaction involving the transfer of shares between family trusts by a director. Such filings are standard regulatory disclosures and typically do not reflect broader industry trends or competitive dynamics.
Related Party Transactions
- Transfer of 3,864 Class A common shares from a grantor retained annuity trust (where the reporting person's spouse is the trustee) to a living trust (where the reporting person is the trustee).
Stakeholder Impact
- Shareholders: Minimal impact, as this is an internal transfer of ownership between trusts of a director and does not affect the total outstanding shares or the company's operational performance.
- Employees, Customers, Suppliers, Creditors: No direct impact from this change in beneficial ownership.
Key Dates
| Date | Description |
|---|---|
| 10/17/2025 | Date of transfer of 3,864 Class A common shares between trusts. |
| 10/21/2025 | Date the Form 4 was signed by Power of Attorney for Donald R. Fishback. |
| 11/15/2026 | Date SARs with an exercise price of $71.648 begin to become exercisable. |
| 11/14/2027 | Date SARs with an exercise price of $82.31 begin to become exercisable. |
| 11/13/2028 | Date SARs with an exercise price of $80.19 begin to become exercisable. |
Keywords
Moog Inc., MOGA, MOGB, SEC Form 4, insider transaction, beneficial ownership, stock transfer, director holdings, trust transfer, Class A Common, Stock Appreciation Rights
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