Director Donald Fishback gifts Moog (MOG) shares through family trusts
Rhea-AI Filing Summary
Moog Inc. director Donald R. Fishback reported gift transactions of Class A Common shares held through family trusts. On April 17, 2026, trusts associated with him made bona fide gifts totaling 12,800 Class A shares, reflecting non-market, no‑consideration transfers.
Following the transactions, Fishback holds 14,871 Class B Common shares directly and continues to have multiple indirect Class A holdings through living, grantor retained annuity, and irrevocable trusts. He also retains several tranches of Stock Appreciation Rights over Class B Common shares with exercise prices in the low‑$80 range and expirations between late 2026 and 2028, indicating a continuing equity-linked position.
Positive
- None.
Negative
- None.
Insider Trade Summary
12,800 shares gifted
Gift
10 txns
Insider
FISHBACK DONALD R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common | 6,400 | $0.00 | $0.00 |
| Gift | Class A Common | 6,400 | $0.00 | $0.00 |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
Holdings After Transaction:
Class A Common — 35,812 shares (Indirect, Trust);
SAR — 23,169 shares (Direct);
Class B Common — 14,871 shares (Direct)
Footnotes (7)
- F1. Shares held by a living trust of which the reporting person's spouse is the trustee.
- F2. Shares held by a grantor retained annuity trust of which the reporting person is the trustee.
- F3. Shares held by an irrevocable trust of which the reporting person's spouse is the trustee.
- F4. Shares held by a living trust of which the reporting person is the trustee.
- F5. Shares held by a grantor retained annuity trust of which the reporting person's spouse is the trustee.
- F6. Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan.
- F7. SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant.
Key Figures
Gifted Class A shares: 12,800 shares
Direct Class B holdings: 14,871 shares
SAR underlying shares (2026 expiry): 10,000 shares at $71.648
+2 more
5 metrics
Gifted Class A shares
12,800 shares
Bona fide gifts on April 17, 2026
Direct Class B holdings
14,871 shares
Class B Common shares held directly after transactions
SAR underlying shares (2026 expiry)
10,000 shares at $71.648
Stock Appreciation Rights on Class B, expiring November 15, 2026
SAR underlying shares (2027 expiry)
6,181 shares at $82.310
Stock Appreciation Rights on Class B, expiring November 14, 2027
SAR underlying shares (2028 expiry)
6,988 shares at $80.190
Stock Appreciation Rights on Class B, expiring November 13, 2028
Key Terms
Stock Appreciation Rights (SAR), grantor retained annuity trust, living trust, irrevocable trust, +1 more
5 terms
Stock Appreciation Rights (SAR) financial
"Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan."
grantor retained annuity trust financial
"Shares held by a grantor retained annuity trust of which the reporting person is the trustee."
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
living trust financial
"Shares held by a living trust of which the reporting person's spouse is the trustee."
irrevocable trust financial
"Shares held by an irrevocable trust of which the reporting person's spouse is the trustee."
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
bona fide gift financial
"Transaction code G with description “Bona fide gift” for Class A Common."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider activity did Moog (MOG) disclose for Donald R. Fishback?
Moog disclosed that director Donald R. Fishback reported bona fide gifts of company stock. Trusts associated with him gifted a total of 12,800 Class A Common shares on April 17, 2026, reflecting non-market transfers with no sale proceeds changing hands.
What types of trusts are involved in the Moog (MOG) insider holdings?
The filing references holdings in a living trust, grantor retained annuity trust, and irrevocable trust. Some are trusteeed by Donald R. Fishback, others by his spouse, indicating that a portion of the reported Moog equity is held via estate-planning structures.
What Stock Appreciation Rights (SARs) does Donald R. Fishback hold in Moog (MOG)?
Fishback holds several SAR awards over Class B Common shares. Examples include SARs with an exercise price of $71.648 on 10,000 underlying shares, expiring November 15, 2026, plus additional tranches expiring in 2027 and 2028.
Were the Moog (MOG) insider transactions market buys or sells?
No market buys or sells are shown. The only Form 4 transactions with a code are “G” bona fide gifts of Class A Common shares. Other entries are holdings or derivative positions, not open-market purchases or sales of Moog stock.