Form 4: Moog VP Paul Wilkinson Reports Equity Holdings & RSU Grant

Moog Inc. Vice President Paul Wilkinson filed a Form 4 detailing his beneficial ownership of common stock, including a new grant of 766 Restricted Stock Units.

Summary

• Paul Wilkinson, Vice President at Moog Inc. (MOGA/MOGB), reported his beneficial ownership of company securities.
• Directly owns 6,087 shares of Class B Common Stock, which includes 70 shares acquired under the Moog Inc. Employee Stock Purchase Plan on June 28, 2025.
• A correction was made for Class B common stock acquired under the Moog Inc. Employee Stock Purchase Plan on December 30, 2024, changing the reported amount from 192 shares to 73 shares.
• Directly owns 581 shares of Class A Common Stock.
• Indirectly owns 198 shares of Class A Common Stock through the Moog UK Share Incentive Plan (SIP).
• Indirectly owns 1,993 equivalent shares of Class B Common Stock through the Moog Inc. Retirement Savings Plan.
• Received a grant of 766 Restricted Stock Units (RSUs) on November 11, 2025, under the Moog Inc. 2025 Long Term Incentive Plan.
• These RSUs will vest in three equal installments of 33.33% on November 15, 2026, November 15, 2027, and November 15, 2028.
• Holds various Stock Appreciation Rights (SARs) granted under the Moog Inc. 2014 Long Term Incentive Plan, with exercise prices ranging from $71.65 to $85.95 and expiration dates from November 15, 2026, to November 16, 2031.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of executive stock ownership and a new RSU grant, which is a standard compensation practice. The minor administrative correction is a neutral to slightly negative point, but overall, the filing does not contain information that significantly alters the company's sentiment.

Positives

• The grant of 766 Restricted Stock Units (RSUs) to a Vice President aligns management's interests with long-term shareholder value through equity incentives.

Negatives

• An administrative error was identified and corrected regarding the number of Class B common shares acquired under the Employee Stock Purchase Plan on December 30, 2024, which could indicate minor internal reporting discrepancies.

Risks

• The correction of an administrative error in previously reported share acquisitions highlights a potential for minor data entry or processing issues in internal reporting.
• The value of the reported equity holdings and derivative securities is subject to market fluctuations of Moog Inc.'s stock.

Future Outlook

The vesting schedule for the newly granted Restricted Stock Units (RSUs) extends through November 2028, and the Stock Appreciation Rights (SARs) have expiration dates ranging up to November 2031, indicating a long-term incentive structure for the reporting executive.

Industry Context

This Form 4 filing is a routine disclosure of executive stock ownership and compensation, common across publicly traded companies. It reflects standard practices for incentivizing management through equity awards, aligning their financial interests with the company's long-term performance.

Stakeholder Impact

• Shareholders gain transparency regarding the equity holdings and incentive compensation of a key executive, which can foster confidence in management alignment with shareholder interests.
• The executive, Paul Wilkinson, benefits from long-term equity incentives, aligning his financial future with the company's performance.

Next Steps

• The 766 Restricted Stock Units (RSUs) will vest in three equal installments on November 15, 2026, November 15, 2027, and November 15, 2028.
• Stock Appreciation Rights (SARs) will become exercisable ratably over three years from their respective grant dates.

Key Dates

Keywords

Moog Inc., MOGA, MOGB, SEC Form 4, Insider Ownership, Restricted Stock Units, Stock Appreciation Rights, Executive Compensation, Beneficial Ownership, Equity Holdings