SCHEDULE: Moog Inc. Trust Reports 18.0% Class B Stake

Moog Inc.'s Supplemental Retirement Plan Trust updated its Schedule 13D, reporting an 18.0% beneficial ownership of Class B Common Stock due to an increase in outstanding shares.

Summary

• Moog Inc. Supplemental Retirement Plan Trust and its Trustee, John P. McGrath, filed an Amendment No. 4 to Schedule 13D.
• The Trust beneficially owns 826,170 shares of Moog Inc. Class B Common Stock.
• This represents 18.0% of the outstanding Class B Stock, based on 4,594,174 shares outstanding as of January 30, 2026.
• The decrease in the percentage of Class B shares held by the Trust, from previous filings, is solely due to an increase in the total number of Class B common shares reported as outstanding by Moog Inc., not from any sale by the Trust.
• The Trust serves as a funding vehicle for the Moog Inc. Plan to Equalize Retirement Income and Supplemental Retirement Plan (SERP), with assets available to fund Moog Inc.'s obligations under the SERP.
• John P. McGrath, as Trustee, holds sole voting and dispositive power over the 826,170 shares.
• Neither the Trust nor the Trustee acquired or sold any Class B shares in the 60 days preceding the filing date.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral, routine regulatory filing. The change in percentage ownership is due to an increase in outstanding shares, not a change in the Trust's holdings, which is a factual update rather than a positive or negative event for the Trust's position.

Positives

• The Trust maintains a significant long-term stake in Moog Inc., indicating continued alignment with the company's performance for retirement plan participants.
• No shares were sold by the Trust or Trustee, suggesting no active divestment.

Negatives

• The percentage ownership of Class B stock by the Trust decreased from previous reports, albeit solely due to an increase in the total outstanding shares by the Issuer, which dilutes the percentage stake.

Future Outlook

The filing does not contain any forward-looking statements or guidance.

Management Comments

• The decrease in the percentage of shares of Class B Stock held by the Reporting Person reported on this Amendment No. 4 resulted solely from the increase in the number of shares of Class B common stock reported as outstanding by the Issuer.

Industry Context

StockSavvy.ai notes that Schedule 13D filings are routine disclosures for significant ownership stakes, and amendments often reflect changes in beneficial ownership percentages due to market activities or, as in this case, changes in the total outstanding share count. This specific amendment does not indicate a strategic shift or market trend, but rather a compliance update.

Corporate Governance

Legal Proceedings

• Neither the Trust, the SERP, nor John P. McGrath has been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors) during the last five years.
• Neither the Trust, the SERP, nor John P. McGrath has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction which subjected it or him to any judgment, decree, or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws during the last five years.

Related Party Transactions

• The Moog Inc. Supplemental Retirement Plan Trust holds shares for the benefit of participants in the Moog Inc. Plan to Equalize Retirement Income and Supplemental Retirement Plan (SERP), and its assets are available to fund Moog Inc.'s obligations under the SERP. This constitutes an ongoing related party arrangement for employee benefits.

Stakeholder Impact

• Shareholders: The increase in outstanding Class B shares dilutes the percentage ownership of existing Class B shareholders, including the Trust, but the Trust's absolute share count remains unchanged.
• Employees (SERP Participants): The Trust continues to hold assets to fund Moog Inc.'s obligations under the SERP, providing security for their retirement benefits.

Key Dates

Recommendation

This is a routine regulatory filing updating beneficial ownership percentages due to an increase in the issuer's outstanding shares, not a strategic move or a change in the reporting person's holdings. It provides no new information that would fundamentally alter an investment thesis, thus a "hold" recommendation is appropriate for existing investors.

Keywords

Moog Inc., Class B Common Stock, Schedule 13D, Supplemental Retirement Plan Trust, beneficial ownership, John P. McGrath, corporate governance, equity stake, SEC filing