Moog (MOG) director logs stock gifts and sizeable SAR positions
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
MOOG INC. director Donald R. Fishback reported non-market insider activity, mainly bona fide gifts of Class A Common shares held in trusts. Two gift transactions each transferred 2,499 Class A shares, for total gifts of 4,998 shares held indirectly through trust structures.
After these gifts, the trust accounts reported updated indirect holdings of Class A Common, including positions of 7,501 and 13,026 shares. Fishback also reported outstanding stock appreciation rights (SARs) over Class B Common, covering 10,000, 6,181 and 6,988 underlying shares at exercise prices of $71.648, $82.310 and $80.190, expiring between November 2026 and November 2028.
Positive
- None.
Negative
- None.
Insider Trade Summary
4,998 shares gifted
Mixed
9 txns
Insider
FISHBACK DONALD R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common | 2,499 | $0.00 | -- |
| Gift | Class A Common | 2,499 | $0.00 | -- |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
Holdings After Transaction:
Class A Common — 7,501 shares (Indirect, Trust);
SAR — 10,000 shares (Direct);
Class B Common — 14,871 shares (Direct)
Footnotes (1)
- Shares held by a grantor retained annuity trust of which the reporting person is the trustee. Shares held by a living trust of which the reporting person's spouse is the trustee. Shares held by an irrevocable trust of which the reporting person's spouse is the trustee. Shares held by a living trust of which the reporting person is the trustee. Shares held by a grantor retained annuity trust of which the reporting person's spouse is the trustee. 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.
Key Figures
Gifted Class A shares: 4,998 shares
Indirect Class A holding: 7,501 shares
Indirect Class A holding: 13,026 shares
+3 more
6 metrics
Gifted Class A shares
4,998 shares
Two bona fide gift transactions of 2,499 Class A shares each
Indirect Class A holding
7,501 shares
Class A Common held indirectly in a trust after reported gifts
Indirect Class A holding
13,026 shares
Additional Class A Common held indirectly in a trust after gifts
SAR underlying shares
10,000 shares
Class B Common underlying SAR at $71.648 exercise price, expiring Nov 15, 2026
SAR underlying shares
6,181 shares
Class B Common underlying SAR at $82.310 exercise price, expiring Nov 14, 2027
SAR underlying shares
6,988 shares
Class B Common underlying SAR at $80.190 exercise price, expiring Nov 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."
Moog Inc. 2014 Long Term Incentive Plan financial
"Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan."
FAQ
What insider activity did Donald R. Fishback report for MOOG (MOG)?
Donald R. Fishback reported bona fide gifts of Class A Common shares held indirectly in trusts, totaling 4,998 shares across two gift transactions. He also updated his remaining indirect Class A holdings in those trusts and disclosed his outstanding stock appreciation rights over Class B Common shares.
What are Donald R. Fishback’s remaining indirect Class A holdings after the gifts?
Following the reported gifts, the trusts associated with Donald R. Fishback show updated Class A Common positions, including indirect holdings of 7,501 shares in one account and 13,026 shares in another. These figures reflect updated balances reported as of the transaction date in the Form 4.
Are the reported MOOG insider transactions market purchases or sales?
No market purchases or sales are shown. The only transactions with share amounts are coded as bona fide gifts of Class A Common shares held indirectly in trusts. The remaining entries simply report current holdings in trusts and SAR positions, not new market trades.