Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOOG INC.MOGA/MOGB · Entity 3471 | Director | September 11, 2026 | September 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MOOG INC.
Report date September 11, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | IndirectTrust | 6,581 |
Reported balance
After 2026-09-11 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-09-11 · Gift · Disposed 45 · Balance 6,581 F1: Shares held by a living trust of which the reporting person's spouse is the trustee. |
| Class A CommonSEC Table I · non-derivative | IndirectTrust | 4,636 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,636 F2: Shares held by a grantor retained annuity trust of which the reporting person's spouse is the trustee. |
| Class A CommonSEC Table I · non-derivative | IndirectTrust | 6,400 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,400 F3: Shares held by a grantor retained annuity trust of which the reporting person is the trustee. |
| Class A CommonSEC Table I · non-derivative | IndirectTrust | 7,501 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,501 F3: Shares held by a grantor retained annuity trust of which the reporting person is the trustee. |
| Class A CommonSEC Table I · non-derivative | IndirectTrust | 8,002 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 8,002 F4: Shares held by a living trust of which the reporting person is the trustee. |
| Class A CommonSEC Table I · non-derivative | IndirectTrust | 9,273 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 9,273 F5: Shares held by an irrevocable trust of which the reporting person's spouse is the trustee. |
| Class B CommonSEC Table I · non-derivative | Direct | 18,891 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 18,891 |
| SARSEC Table II · derivative / convertible security · Conversion / exercise price $82.31 · Expires 2027-11-14 | Direct | 6,181 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,181 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. |
| SARSEC Table II · derivative / convertible security · Conversion / exercise price $80.19 · Expires 2028-11-13 | Direct | 6,988 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 6,988 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. |
Filing footnotes · ownership attribution and instrument terms
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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 13, 2018 Filed Nov 15, 2018 23:43 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass B Common | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000092 · wf-form4_154232539153020.xml · nonDerivative · entry 5 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on November 17, 2015, upon achievement of performance goals under the 2014 Moog Inc. Long Term Incentive Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by Moog Inc. and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on November 17, 2015, upon achievement of performance goals under the 2014 Moog Inc. Long Term Incentive Plan. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 23:43 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 169 | $79.15 | $13,376.35 |
DisclosureSEC source: 0000067887-18-000092 · wf-form4_154232539153020.xml · nonDerivative · entry 4 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,514 F3 · kind: Shares withheld for taxes upon the settlement in shares of performance-based restricted stock units previously granted to the reporting person. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 23:43 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass A Common | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000092 · wf-form4_154232539153020.xml · nonDerivative · entry 3 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,683 F1 · kind: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on November 17, 2015, upon achievement of performance goals under the 2014 Moog Inc. Long Term Incentive Plan. F2 · price: The performance-based restricted stock units were granted under an equity incentive compensation plan maintained by Moog Inc. and therefore the reporting person paid no price for the performance-based restricted stock units. F1 · acquired: Shares issued pursuant to vesting of performance-based restricted stock units that were granted to the reporting person on November 17, 2015, upon achievement of performance goals under the 2014 Moog Inc. Long Term Incentive Plan. Read SEC document |
| October 11, 2018 Filed Nov 15, 2018 23:43 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GiftClass A Common | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000092 · wf-form4_154232539153020.xml · nonDerivative · entry 2 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 690 Read SEC document |
| October 11, 2018 Filed Nov 15, 2018 23:43 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GiftClass A Common | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000092 · wf-form4_154232539153020.xml · nonDerivative · entry 1 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,333 Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 16:15 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 10,500 | $0.00 Strike: $35.12 | $0.00 |
DisclosureSEC source: 0000067887-18-000041 · wf-form4_153849693147842.xml · derivative · entry 6 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 10,500 shares Expires 2018-10-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Stock Appreciation Rights (SAR) granted under the 2008 Incentive Stock Option Plan. F5 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 16:15 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 6,360 | $87.20 | $554,592.00 |
DisclosureSEC source: 0000067887-18-000041 · wf-form4_153849693147842.xml · nonDerivative · entry 2 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,073 F1 · shares: This represents the difference between the number of SARs exercised (10,500) and the number of shares issued as a result of the exercise (4,140). 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 ($87.20) and the exercise price ($35.12). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 16:15 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 10,500 | $35.12 | $368,760.00 |
DisclosureSEC source: 0000067887-18-000041 · wf-form4_153849693147842.xml · nonDerivative · entry 1 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 12:51 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 10,000 | $0.00 Strike: $35.12 | $0.00 |
DisclosureSEC source: 0000067887-18-000036 · wf-form4_153511507741029.xml · derivative · entry 7 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 Underlying: Class A Common · 20,500 shares Expires 2018-10-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Stock Appreciation Rights (SAR) granted under the 2008 Incentive Stock Option Plan. F6 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 12:51 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 6,286 | $80.31 | $504,828.66 |
DisclosureSEC source: 0000067887-18-000036 · wf-form4_153511507741029.xml · nonDerivative · entry 4 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,933 F2 · shares: This represents the difference between the number of SARs exercised (10,000) and the number of shares issued as a result of the exercise (3,714). 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 ($80.31) and the exercise price ($35.12). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 12:51 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 10,000 | $35.12 | $351,200.00 |
DisclosureSEC source: 0000067887-18-000036 · wf-form4_153511507741029.xml · nonDerivative · entry 3 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,219 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 08, 2017 Filed Aug 24, 2018 12:51 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GiftClass A Common | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000036 · wf-form4_153511507741029.xml · nonDerivative · entry 2 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 320 F1 · kind: This transaction involved a gift of 320 shares by the reporting person to his son, who shares the reporting person's household. The reporting person disclaims beneficial ownership of the shares held by his son, and this report should not be deemed an admission that the reporting person is the beneficial owner of his son's shares for Section 16 purposes or any other purpose. Read SEC document |
| December 08, 2017 Filed Aug 24, 2018 12:51 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GiftClass A Common | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000036 · wf-form4_153511507741029.xml · nonDerivative · entry 1 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,219 F1 · kind: This transaction involved a gift of 320 shares by the reporting person to his son, who shares the reporting person's household. The reporting person disclaims beneficial ownership of the shares held by his son, and this report should not be deemed an admission that the reporting person is the beneficial owner of his son's shares for Section 16 purposes or any other purpose. Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 15:07 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionOption to Buy · Derivative | 2,894 | $42.45 Strike: $42.45 | $122,850.30 |
DisclosureSEC source: 0000067887-17-000121 · wf-form4_151188165019402.xml · derivative · entry 5 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 2,894 shares Expires 2017-11-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Option to buy granted under the 1998 and/or 2003 Incentive Stock Option Plan. F3 · derivative.exercise_date: Options exercisable as follows: 871 on 11/26/09, 2,355 on 11/26/10, 2,355 on 11/26/11, 2,355 on 11/26/12, 2,355 on 11/26/13, 2,355 on 11/26/14, 2,355 on 11/26/15, 2,355 on 11/26/16 and 2,894 on 11/26/17. Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 15:07 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 2,894 | $42.45 | $122,850.30 |
DisclosureSEC source: 0000067887-17-000121 · wf-form4_151188165019402.xml · nonDerivative · entry 3 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,859 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 15:07 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 1,614 | $80.92 | $130,604.88 |
DisclosureSEC source: 0000067887-17-000121 · wf-form4_151188165019402.xml · nonDerivative · entry 2 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,965 Read SEC document |
| November 24, 2017 Filed Nov 28, 2017 15:07 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GiftClass A Common | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-17-000121 · wf-form4_151188165019402.xml · nonDerivative · entry 1 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,579 Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 22:50 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 6,181 | $0.00 Strike: $82.31 | $0.00 |
DisclosureSEC source: 0000067887-17-000107 · wf-form4_151087258770486.xml · derivative · entry 14 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,181 Underlying: Class B Common · 6,181 shares Expires 2027-11-14 F6 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F5 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| September 01, 2017 Filed Sep 1, 2017 16:11 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionOption to Buy · Derivative | 17,356 | $42.45 Strike: $42.45 | $736,762.20 |
DisclosureSEC source: 0000067887-17-000065 · wf-form4_150428226986436.xml · derivative · entry 5 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,894 Underlying: Class A Common · 17,356 shares Expires 2017-11-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Option to buy granted under the 1998 and/or 2003 Incentive Stock Option Plan. F3 · derivative.exercise_date: Options exercisable as follows: 871 on 11/26/09, 2,355 on 11/26/10, 2,355 on 11/26/11, 2,355 on 11/26/12, 2,355 on 11/26/13, 2,355 on 11/26/14, 2,355 on 11/26/15, 2,355 on 11/26/16 and 2,894 on 11/26/17. Read SEC document |
| September 01, 2017 Filed Sep 1, 2017 16:11 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 17,356 | $42.45 | $736,762.20 |
DisclosureSEC source: 0000067887-17-000065 · wf-form4_150428226986436.xml · nonDerivative · entry 3 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,399 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2017 Filed Sep 1, 2017 16:11 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 9,599 | $76.76 | $736,819.24 |
DisclosureSEC source: 0000067887-17-000065 · wf-form4_150428226986436.xml · nonDerivative · entry 2 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,043 Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 19:19 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | SaleClass A Common | 3,500 | $77.44 | $271,026.00 |
DisclosureSEC source: 0000067887-17-000067 · wf-form4_150463912931463.xml · nonDerivative · entry 1 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,899 Read SEC document |
| December 21, 2016 Filed Sep 1, 2017 16:11 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GiftClass A Common | 830 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-17-000065 · wf-form4_150428226986436.xml · nonDerivative · entry 1 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,642 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 18:27 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 10,000 | $0.00 Strike: $71.65 | $0.00 |
DisclosureSEC source: 0000067887-16-000258 · wf-form4_147940724034234.xml · derivative · entry 13 FISHBACK DONALD R · CIK 0001251987 · Director · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common · 10,000 shares Expires 2026-11-15 F6 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F5 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.