Moog Inc. (NYSE: MOG) director exercises 5,000 SARs and reports new Class B holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
MOOG INC. director Donald R. Fishback exercised 5,000 Stock Appreciation Rights (SARs) tied to Class B Common on July 8, 2026 at an exercise price of $71.648 per share, when fair market value was $428.40 per share. The exercise generated 2,038 Class B shares after additional shares were withheld to satisfy tax withholding obligations. Following these transactions, he holds 21,853 Class B shares directly and maintains various indirect Class A holdings through several trusts, along with remaining SAR grants over Class B shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
5,000 shares exercised/converted
Mixed
11 txns
Insider
FISHBACK DONALD R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | SAR | 5,000 | $0.00 | -- |
| Exercise | Class B Common | 5,000 | $71.648 | $358K |
| Tax Withholding | Class B Common | 2,962 | $428.40 | $1.27M |
| holding | SAR | -- | -- | -- |
| holding | SAR | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
| holding | Class A Common | -- | -- | -- |
Holdings After Transaction:
SAR — 0 shares (Direct);
Class B Common — 21,853 shares (Direct);
Class A Common — 9,273 shares (Indirect, Trust)
Footnotes (1)
- This represents the difference between the number of SARs exercised (5,000) and the number of shares issued as a result of the exercise (2,038). 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 ($428.40) and the exercise price ($71.648). Additional shares are then withheld to satisfy the Company's tax withholding obligations. 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 is the trustee. Shares held by a living trust of which the reporting person's spouse 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
SARs Exercised: 5,000 SARs
Exercise Price: $71.648 per share
Fair Market Value on Exercise: $428.40 per share
+5 more
8 metrics
SARs Exercised
5,000 SARs
Stock Appreciation Rights exercised on July 8, 2026 tied to Class B Common
Exercise Price
$71.648 per share
Exercise price for 5,000 SARs over Class B Common
Fair Market Value on Exercise
$428.40 per share
FMV used in calculating shares issued under SAR exercise
Shares Issued from SAR Exercise
2,038 shares
Difference between SARs exercised and shares withheld as described in footnote
Shares Withheld for Taxes
2,962 shares
Class B shares withheld to satisfy tax withholding obligations (code F)
Direct Class B Holdings After Transactions
21,853 shares
Total Class B Common shares held directly by Donald R. Fishback after reported transactions
Remaining SARs at $80.1900
6,988 underlying shares
SARs over Class B Common expiring November 13, 2028
Remaining SARs at $82.3100
6,181 underlying shares
SARs over Class B Common expiring November 14, 2027
Key Terms
Stock Appreciation Rights (SAR), grantor retained annuity trust, irrevocable trust, tax withholding obligations
4 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.
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.
tax withholding obligations financial
"Additional shares are then withheld to satisfy the Company's tax withholding obligations."
FAQ
What did Donald R. Fishback report in this Form 4 for MOOG INC. (MOG)?
Donald R. Fishback reported exercising 5,000 SARs linked to Class B Common at an exercise price of $71.648 per share, with shares issued and some withheld for tax obligations.
What are Donald R. Fishback’s direct Class B Common holdings in MOOG INC. after these transactions?
After the reported transactions, Donald R. Fishback directly holds 21,853 shares of MOOG INC. Class B Common stock. This balance reflects the impact of the 5,000 SARs exercised and 2,962 shares withheld for taxes.
What SAR positions does Donald R. Fishback still hold in MOOG INC. (MOG) after this filing?
He continues to hold SARs over Class B Common with underlying shares of 6,988 at an exercise price of $80.1900 expiring on November 13, 2028, and 6,181 at $82.3100 expiring on November 14, 2027.