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Moog (MOG) retirement trust holds 18% of Class B shares in new 13D/A

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

Moog Inc.’s Supplemental Retirement Plan Trust filed an amended Schedule 13D reporting beneficial ownership of 826,170 shares of Class B common stock, equal to 18.0% of that class, based on 4,594,174 voting Class B shares outstanding as of January 30, 2026.

The shares are held in a New York trust that funds Moog’s supplemental retirement plan, with John P. McGrath serving as trustee. The trustee has sole voting and dispositive power over all 826,170 shares and owns no Class B shares individually. The filing notes that the lower ownership percentage reported in this amendment results solely from an increase in the number of Class B shares outstanding, and that neither the trust nor the trustee bought or sold any Class B shares in the 60 days before the amendment date.

Positive

  • None.

Negative

  • None.





If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






SCHEDULE 13D




Comment for Type of Reporting Person:
Based on 4,594,174 voting shares of Moog Inc.'s (the "Issuer") Class B Common Stock, $1.00 par value per share (the "Class B Stock"), outstanding on January 30, 2026, as provided by the Issuer. The decrease in the percentage of shares of Class B Stock held by the Reporting Person reported on this Amendment No. 4 resulted solely from the increase in the number of shares of Class B common stock reported as outstanding by the Issuer.


SCHEDULE 13D




Comment for Type of Reporting Person:
Includes 0 shares owned individually. Based on 4,594,174 voting shares of the Issuer's Class B Stock outstanding on January 30, 2026, as provided by the Issuer. The decrease in the percentage of shares of Class B Stock held by the Reporting Person reported on this Amendment No. 4 resulted solely from the increase in the number of shares of Class B common stock reported as outstanding by the Issuer.


SCHEDULE 13D


Moog Inc. Supplemental Retirement Plan Trust
Signature:/s/ John P. McGrath
Name/Title:John P. McGrath, individually and asTrustee
Date:02/03/2026
John P. McGrath, as Trustee
Signature:/s/ John P. McGrath
Name/Title:John P. McGrath, individually and asTrustee
Date:02/03/2026

FAQ

How many Moog (MOG) Class B shares does the Supplemental Retirement Plan Trust own?

The Moog Inc. Supplemental Retirement Plan Trust beneficially owns 826,170 shares of Moog Class B common stock, representing 18.0% of that class, based on 4,594,174 voting Class B shares outstanding as of January 30, 2026.

Who controls voting and disposition of the Moog (MOG) shares held in the trust?

John P. McGrath, as trustee of the Moog Inc. Supplemental Retirement Plan Trust, has sole voting and sole dispositive power over all 826,170 Class B shares held by the trust and does not share this authority with any other person.

Does John P. McGrath personally own any Moog (MOG) Class B common stock?

The filing states that John P. McGrath, individually, owns 0 shares of Moog Class B common stock, which is less than 0.00% of the outstanding Class B shares based on 4,594,174 voting shares outstanding on January 30, 2026.

Why did the reported ownership percentage in this Moog (MOG) Schedule 13D amendment decrease?

The filing explains that the decrease in the percentage of Moog Class B stock held by the reporting persons resulted solely from an increase in the number of Class B shares outstanding reported by the issuer, not from any share purchases or sales by the trust or trustee.

Were any Moog (MOG) Class B shares traded by the trust in the 60 days before the amendment?

No. The filing states that no shares of Moog Class B common stock were acquired or sold by the Supplemental Retirement Plan Trust or by the trustee during the 60 days preceding the date of Amendment No. 4 to the Schedule 13D.

What is the purpose of the Moog Inc. Supplemental Retirement Plan Trust holding these Class B shares?

The trust’s assets, including the 826,170 Class B shares, are held for participants in Moog’s Plan to Equalize Retirement Income and Supplemental Retirement Plan. The trust was established as a funding vehicle to help satisfy Moog’s obligations under this supplemental retirement program.

Have the Moog (MOG) trust or trustee faced securities law judgments in the past five years?

The filing states that during the past five years, neither the Moog Supplemental Retirement Plan Trust, the related SERP, nor John P. McGrath has been subject to any criminal conviction or civil judgment involving federal or state securities laws.
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