Moog (MOG) VP exercises 1,000 SARs, 584 shares withheld for tax
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Moog Inc. vice president Paul Wilkinson reported routine equity compensation activity involving stock appreciation rights and restricted stock units tied to Class B common shares. The filing centers on an exercise of previously granted rights and related tax withholding, rather than open-market buying or selling.
Wilkinson exercised 1,000 stock appreciation rights linked to Class B common stock at an exercise price of $71.648 per share. A footnote explains that this exercise yielded 416 shares of Class B common stock at a fair market value of $430.54 per share, with 584 shares withheld to cover the company’s tax obligations. Following these transactions, he directly held 8,060 Class B common shares, plus additional indirect holdings through retirement and share incentive plans.
The filing also shows ongoing incentive positions. Wilkinson holds 766 restricted stock units, each representing one Class B common share upon vesting, and multiple tranches of stock appreciation rights covering several thousand underlying Class B shares with exercise prices between $73.39 and $85.95 that expire between 2027 and 2031.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,000 shares exercised/converted
Mixed
12 txns
Insider
WILKINSON PAUL
Role
Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | SAR | 1,000 | $0.00 | -- |
| Exercise | Class B Common | 1,000 | $71.648 | $72K |
| Tax Withholding | Class B Common | 584 | $430.54 | $251K |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | RSU | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
Holdings After Transaction:
SAR — 0 shares (Direct, null);
Class B Common — 8,644 shares (Direct, null);
RSU — 766 shares (Direct, null);
Class A Common — 581 shares (Direct, null);
Class A Common — 198 shares (Indirect, SIP);
Class B Common — 2,009 shares (Indirect, 401(k))
Footnotes (1)
- Includes 63 shares of Class B common stock acquired under the Moog Inc. Employee Stock Purchase Plan on December 31, 2025. This represents the difference between the number of SARs exercised (1,000) and the number of shares issued as a result of the exercise (416). The number of shares to be issued under a SAR exercise is determined by multiplying the number of SARs being exercised by the difference between the FMV on the date of exercise ($430.54) and the exercise price ($71.648). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Reflects shares held in Moog UK Share Incentive Plan (SIP) as of the most recent statement to participants. Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants. Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Restricted Stock Units (RSU) granted under the Moog Inc. 2025 Long Term Incentive Plan. 33.33% of the total RSUs granted will each vest on November 15, 2026; November 15, 2027; and November 15, 2028. Each restricted stock unit (RSU) represents a contingent right to receive one share of Moog Inc.'s Class B common stock.
Key Figures
SARs exercised: 1,000 units
Exercise price: $71.648/share
Fair market value: $430.54/share
+5 more
8 metrics
SARs exercised
1,000 units
Stock appreciation rights exercised into Class B common shares
Exercise price
$71.648/share
Exercise price for 1,000 SARs
Fair market value
$430.54/share
FMV used to calculate SAR share issuance
Shares withheld for tax
584 shares
Class B shares withheld to satisfy tax obligations
Net shares issued
416 shares
Class B shares issued from SAR exercise
Direct Class B holdings
8,060 shares
Class B common shares held directly after transactions
Restricted stock units
766 units
RSUs convertible into Class B common shares
Remaining SAR tranche
6,794 underlying shares
SARs at $85.95, expiring November 12, 2029
Key Terms
Stock Appreciation Rights, Restricted Stock Units, Employee Stock Purchase Plan, Share Incentive Plan, +2 more
6 terms
Stock Appreciation Rights financial
"Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan."
Stock appreciation rights (SARs) are a form of employee compensation that give the holder the right to receive the increase in a company's stock price over a set baseline, paid in cash or shares, without having to buy the stock. For investors, SARs matter because they can create future cash outflows or share dilution and signal how a company rewards and motivates executives — similar to giving a bonus tied directly to how well the company’s stock performs.
Restricted Stock Units financial
"Restricted Stock Units (RSU) granted under the Moog Inc. 2025 Long Term Incentive Plan."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Employee Stock Purchase Plan financial
"Includes 63 shares of Class B common stock acquired under the Moog Inc. Employee Stock Purchase Plan on December 31, 2025."
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Retirement Savings Plan financial
"Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants."
tax withholding obligations financial
"Additional shares are then withheld to satisfy the Company's tax withholding obligations."
FAQ
What did Moog (MOG) vice president Paul Wilkinson report in this Form 4?
Paul Wilkinson reported exercising equity awards and related tax withholding, not open-market trades. He exercised 1,000 stock appreciation rights, received 416 Class B shares, and had 584 shares withheld to cover tax obligations while maintaining a sizable remaining equity position.
How were the 1,000 Moog stock appreciation rights exercised by Paul Wilkinson settled?
The 1,000 stock appreciation rights were cashless-settled in shares. A footnote states the exercise produced 416 Class B shares at a fair market value of $430.54, with 584 additional shares withheld by the company to satisfy tax withholding obligations associated with the exercise.
What restricted stock unit (RSU) awards does Paul Wilkinson hold at Moog?
Wilkinson holds 766 restricted stock units granted under Moog’s 2025 Long Term Incentive Plan. Footnotes explain that 33.33% of these RSUs vest on November 15, 2026, November 15, 2027, and November 15, 2028, each unit delivering one Class B common share at vesting.
What unexercised stock appreciation rights (SARs) remain for Paul Wilkinson at Moog?
Wilkinson retains several SAR grants over Class B shares. These include tranches covering 3,737, 4,452, 6,794, 6,988, and 6,181 underlying shares, with exercise prices between $73.39 and $85.95 and expiration dates ranging from November 2027 through November 2031 under Moog’s long-term incentive plans.
Does this Moog Form 4 show any open-market stock purchases or sales by Paul Wilkinson?
The Form 4 does not show open-market purchases or sales. It reports an exercise of 1,000 stock appreciation rights and a related F-code tax-withholding disposition of 584 Class B shares, which are administrative equity-compensation events rather than discretionary market trading.