MOG-A.NYSEMoog INC

Form 4: Moog VP Wilkinson Reports Share Vesting and Tax Withholding

Sentiment:

Insider Transaction Report


Moog Inc. Vice President Paul Wilkinson reported the vesting of performance-based restricted stock units and subsequent share withholding for taxes on November 25, 2025.

Summary

  • Paul Wilkinson, Vice President of Moog Inc., reported transactions on November 25, 2025.
  • Acquired 3,100 shares of Class B Common stock at a $0 price due to the vesting of performance-based restricted stock units (RSUs) granted on November 15, 2022, under the Moog Inc. 2014 Long Term Incentive Plan.
  • Disposed of 1,450 shares of Class B Common stock at a price of $220 per share, which were withheld for taxes upon the settlement of the vested RSUs.
  • Following these transactions, Wilkinson directly owns 8,190 Class B Common shares and 581 Class A Common shares.
  • Indirect holdings include 198 Class A Common shares in the Moog UK Share Incentive Plan (SIP) and 1,993 Class B Common shares in the Moog Inc. Retirement Savings Plan.
  • Derivative holdings include 766 Restricted Stock Units (RSUs) under the Moog Inc. 2025 Long Term Incentive Plan, with 33.33% vesting annually on November 15, 2026, November 15, 2027, and November 15, 2028.
  • Also 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 up to November 16, 2031.

Sentiment

Score: 6

Explanation: The filing reports routine executive compensation events, specifically the vesting of performance-based restricted stock units and subsequent tax withholding. The vesting indicates the achievement of performance goals, which is a positive, but the overall impact is neutral as it's a standard part of an executive's compensation structure.

Positives

  • The vesting of 3,100 performance-based restricted stock units indicates the achievement of performance goals under the Moog Inc. 2014 Long Term Incentive Plan.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

  • Vesting of 3,100 performance-based restricted stock units (RSUs) granted by Moog Inc. to Paul Wilkinson.
  • Withholding of 1,450 Class B Common shares by Moog Inc. for taxes upon the settlement of vested RSUs for Paul Wilkinson.

Stakeholder Impact

  • Shareholders: Minor, routine adjustments to outstanding share count due to RSU vesting and tax withholding. The vesting of performance-based units reflects the achievement of company goals, which is generally positive for shareholders.
  • Management: Paul Wilkinson's compensation structure is being realized, aligning his interests with company performance.

Next Steps

  • Future vesting of 33.33% of RSUs 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

DateDescription
2022-11-15Grant date of performance-based restricted stock units that vested on November 25, 2025.
2025-11-25Transaction date for the vesting of performance-based restricted stock units and the withholding of shares for taxes.
2025-11-28Date the Form 4 and Limited Power of Attorney were signed.
2026-11-15First vesting date for 33.33% of RSUs granted under the Moog Inc. 2025 Long Term Incentive Plan; also an expiration date for SARs with an exercise price of $71.65.
2027-11-14Expiration date for SARs with an exercise price of $82.31.
2027-11-15Second vesting date for 33.33% of RSUs granted under the Moog Inc. 2025 Long Term Incentive Plan.
2028-11-13Expiration date for SARs with an exercise price of $80.19.
2028-11-15Third vesting date for 33.33% of RSUs granted under the Moog Inc. 2025 Long Term Incentive Plan.
2029-11-12Expiration date for SARs with an exercise price of $85.95.
2030-11-17Expiration date for SARs with an exercise price of $73.39.
2031-11-16Expiration date for SARs with an exercise price of $83.00.

Recommendation

hold

This Form 4 filing details routine executive compensation events, specifically the vesting of restricted stock units and subsequent tax-related share dispositions. Such disclosures are standard and do not typically provide new fundamental information to warrant a change in investment recommendation. The vesting of performance-based units is a positive indicator of past performance goal achievement but does not alter the company's overall investment thesis.

Keywords

Moog Inc., MOGA, MOGB, Insider Trading, Form 4, Stock Vesting, Restricted Stock Units, Stock Appreciation Rights, Executive Compensation, Paul Wilkinson

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