MSA director gifts 8,000 shares of stock
MSA Safety Inc (MSA) director William M. Lambert reported two bona fide gifts of the company’s common stock.
Rhea-AI Filing Summary
MSA Safety Inc (MSA) director William M. Lambert reported two bona fide gifts of the company’s common stock. He gifted 2,000 shares on September 11, 2026 and 6,000 shares on September 14, 2026, for no consideration, and also reported indirect holdings held by his wife and a grantor retained annuity trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
8,000 shares gifted
Gift
4 txns
Insider
LAMBERT WILLIAM M
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, no par value | 6,000 | $0.00 | $0.00 |
| Gift | Common Stock, no par value | 2,000 | $0.00 | $0.00 |
| holding | Common Stock, no par value | -- | -- | -- |
| holding | Common Stock, no par value | -- | -- | -- |
Holdings After Transaction:
Common Stock, no par value — 27,626 shares (Direct);
Common Stock, no par value — 13,500 shares (Indirect, By GRAT (Wife));
Common Stock, no par value — 40,250 shares (Indirect, By Wife)
Key Figures
Gifted shares on September 14, 2026: 6,000 shares
Gifted shares on September 11, 2026: 2,000 shares
Total gifted shares in this filing: 8,000 shares
+3 more
6 metrics
Gifted shares on September 14, 2026
6,000 shares
Bona fide gift of MSA common stock reported by director William M. Lambert
Gifted shares on September 11, 2026
2,000 shares
Bona fide gift of MSA common stock reported by director William M. Lambert
Total gifted shares in this filing
8,000 shares
Sum of the two reported bona fide gifts of MSA common stock
Indirect holdings by grantor retained annuity trust
13,500 shares
MSA common stock held indirectly through a grantor retained annuity trust associated with Lambert’s wife
Indirect holdings by wife
40,250 shares
MSA common stock held indirectly through Lambert’s wife
Reported gift price per share
$0.00 per share
Per-share amount shown for both bona fide gifts of MSA common stock
Key Terms
bona fide gift, Common Stock, no par value, grantor retained annuity trust
3 terms
bona fide gift regulatory
"Each transfer of common stock is described as a bona fide gift."
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.
Common Stock, no par value financial
"The securities involved are described as Common Stock, no par value."
grantor retained annuity trust financial
"One indirect holding is identified as being held by a grantor retained annuity trust."
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did MSA director William M. Lambert report in this Form 4 for MSA?
He reported two bona fide gifts of MSA common stock: 2,000 shares on September 11, 2026 and 6,000 shares on September 14, 2026, both at a reported price of $0.00 per share, reflecting transfers without consideration.
Were Lambert’s reported MSA stock transfers sales or gifts?
They were reported as bona fide gifts of MSA common stock, not sales. The transactions list a per-share price of $0.00, consistent with transfers made without receiving payment.
What indirect MSA stock holdings associated with William M. Lambert are disclosed?
The filing lists indirect holdings of 13,500 shares held by a grantor retained annuity trust associated with his wife and 40,250 shares held by his wife, both in MSA common stock.
Does this MSA Form 4 indicate use of a Rule 10b5-1 trading plan?
The filing does not indicate that the reported bona fide gift transactions were made under a Rule 10b5-1 trading plan; the plan-related affirmation is not checked as applying to these transactions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
