Moog insider gifts 45 Class A shares of stock
Moog director Donald R. Fishback reported a small gift of Class A shares from a spouse‑trust account while retaining Class B holdings and stock appreciation rights.
Rhea-AI Filing Summary
MOOG INC. (MOG) director Donald R. Fishback reported a bona fide gift of 45 shares of Class A Common Stock on September 11, 2026, from an indirect holding in a living trust for which his spouse serves as trustee. No Rule 10b5-1 trading plan is reported. The filing also lists his direct holdings of Class B Common Stock and outstanding stock appreciation rights linked to Class B shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
45 shares gifted
Gift
9 txns
Insider
FISHBACK DONALD R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common F1 | 45 | $0.00 | $0.00 |
| holding | SAR F6, F7 | -- | -- | -- |
| holding | SAR F6, F7 | -- | -- | -- |
| holding | Class A Common F2 | -- | -- | -- |
| holding | Class A Common F3 | -- | -- | -- |
| holding | Class A Common F3 | -- | -- | -- |
| holding | Class A Common F4 | -- | -- | -- |
| holding | Class A Common F5 | -- | -- | -- |
| holding | Class B Common | -- | -- | -- |
Holdings After Transaction:
Class A Common — 42,393 shares (Indirect, Trust);
SAR — 13,169 contracts (Direct);
Class B Common — 18,891 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's spouse is the trustee.
- F3. Shares held by a grantor retained annuity trust of which the reporting person is the trustee.
- F4. Shares held by a living trust of which the reporting person is the trustee.
- F5. Shares held by an irrevocable 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
Class A shares gifted: 45 shares
Direct Class B holdings: 18,891 shares
SAR exercise price: $82.31
+3 more
6 metrics
Class A shares gifted
45 shares
Bona fide gift of Class A Common on September 11, 2026
Direct Class B holdings
18,891 shares
Class B Common Stock held directly after the reported transactions
SAR exercise price
$82.31
Stock Appreciation Rights over 6,181 Class B shares expiring November 14, 2027
SAR underlying shares
6,181 shares
Underlying Class B Common for SARs at $82.31 exercise price
SAR exercise price
$80.19
Stock Appreciation Rights over 6,988 Class B shares expiring November 13, 2028
SAR underlying shares
6,988 shares
Underlying Class B Common for SARs at $80.19 exercise price
Key Terms
bona fide gift, Stock Appreciation Rights (SAR), grantor retained annuity trust, living trust, +1 more
5 terms
bona fide gift financial
"The transaction is coded as a bona fide gift of 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.
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"
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"
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did MOOG INC. (MOG) report for Donald R. Fishback?
Donald R. Fishback reported a bona fide gift of 45 shares of Class A Common Stock on September 11, 2026, from an indirect holding in a living trust for which his spouse is the trustee.
AI-generated analysis. How Rhea-AI works. Not financial advice.
