Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMCOR Group, Inc.EME · Entity 3131 | Director | June 04, 2026 | June 05, 2026 |
| MOOG INC.MOGA/MOGB · Entity 3471 | Director · Chief Executive Officer | May 27, 2026 | May 29, 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.
EMCOR Group, Inc.
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 462 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 304 · Balance 462 F1: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person. F2: Includes shares issuable in respect of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported herein as acquired represent shares of common stock issuable in the future with respect to restricted stock units ("RSUs") granted to the reporting person.
F2: Includes shares issuable in respect of RSUs.
MOOG INC.
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B CommonSEC Table I · non-derivative | Direct | 28,112 |
Ending reported balance
After 2026-05-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-27 · Exercise / conversion · Acquired 5,000 · Balance 32,703 Row 2 · 2026-05-27 · Tax withholding · Disposed 4,591 · Balance 28,112 F1: This represents the difference between the number of SARs exercised (5,000) and the number of shares issued as a result of the exercise (409). 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 ($345.26) and the exercise price ($71.648). Additional shares are then withheld to satisfy the Company's tax withholding obligations. |
| SARSEC Table II · derivative / convertible security · Conversion / exercise price $71.65 · Expires 2026-11-15 | Direct | 0 |
Reported balance
After 2026-05-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-27 · Exercise / conversion · Disposed 5,000 · Balance 0 F3: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F4: 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 $82.31 · Expires 2027-11-14 | Direct | 6,181 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 6,181 F3: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F4: 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 2026-05-27 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,988 F3: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F4: 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 $85.95 · Expires 2029-11-12 | Direct | 6,794 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,794 F3: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F4: 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 $73.39 · Expires 2030-11-17 | Direct | 4,452 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 4,452 F3: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F4: 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 $83.00 · Expires 2031-11-16 | Direct | 8,757 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 8,757 F3: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F4: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. |
| Class A CommonSEC Table I · non-derivative | Direct | 18,661 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,661 |
| Class B CommonSEC Table I · non-derivative | Indirect401 (k) | 487 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 487 F2: Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants. |
| RSUSEC Table II · derivative / convertible security | Direct | 7,658 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 7,658 F5: Restricted Stock Units (RSU) granted under the Moog Inc. 2025 Long Term Incentive Plan. 33.33% of the total RSUs granted will each vest on November 15, 2026; November 15, 2027; and November 15, 2028. F6: Each restricted stock unit (RSU) represents a contingent right to receive one share of Moog Inc.'s Class B common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: This represents the difference between the number of SARs exercised (5,000) and the number of shares issued as a result of the exercise (409). 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 ($345.26) and the exercise price ($71.648). Additional shares are then withheld to satisfy the Company's tax withholding obligations.
F2: Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants.
F3: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan.
F4: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant.
F5: Restricted Stock Units (RSU) granted under the Moog Inc. 2025 Long Term Incentive Plan. 33.33% of the total RSUs granted will each vest on November 15, 2026; November 15, 2027; and November 15, 2028.
F6: Each restricted stock unit (RSU) represents a contingent right to receive one share of Moog Inc.'s Class B common stock.
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 |
|---|---|---|---|---|---|---|
| December 05, 2018 Filed Dec 7, 2018 20:10 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass B Common | 566 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000130 · wf-form4_154421342904441.xml · nonDerivative · entry 2 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,267 F1 · kind: Awarded under the 2014 Moog Inc. Long Term Incentive Plan. F2 · price: Stock bonus. F1 · acquired: Awarded under the 2014 Moog Inc. Long Term Incentive Plan. Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 19:57 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | SaleClass A Common | 230 | $81.69 | $18,789.60 |
DisclosureSEC source: 0000067887-18-000108 · wf-form4_154352143556511.xml · nonDerivative · entry 1 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,553 Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 23:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 6,988 | $0.00 Strike: $80.19 | $0.00 |
DisclosureSEC source: 0000067887-18-000099 · wf-form4_154232562535449.xml · derivative · entry 13 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,988 Underlying: Class A Common · 6,988 shares Expires 2028-11-13 F5 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F4 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 23:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass B Common | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000099 · wf-form4_154232562535449.xml · nonDerivative · entry 2 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701 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 23:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass A Common | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000099 · wf-form4_154232562535449.xml · nonDerivative · entry 1 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783 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 |
| July 31, 2018 Filed Aug 1, 2018 17:23 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 4,000 | $0.00 Strike: $35.12 | $0.00 |
DisclosureSEC source: 0000067887-18-000034 · wf-form4_153314419946415.xml · derivative · entry 3 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 4,000 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. F2 · security: Stock Appreciation Rights (SAR) granted under the 2008 Stock Option Plan. F3 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 17:23 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 1,957 | $71.82 | $140,551.74 |
DisclosureSEC source: 0000067887-18-000034 · wf-form4_153314419946415.xml · nonDerivative · entry 2 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,433 F1 · shares: This represents the difference between the number of SARs exercised (4,000) and the number of shares issued as a result of the exercise (2,043). 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 ($71.82) and the exercise price ($35.12). Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 17:23 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 4,000 | $35.12 | $140,480.00 |
DisclosureSEC source: 0000067887-18-000034 · wf-form4_153314419946415.xml · nonDerivative · entry 1 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,390 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 |
| April 17, 2018 Filed Apr 17, 2018 21:38 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 2,000 | $0.00 Strike: $43.42 | $0.00 |
DisclosureSEC source: 0000067887-18-000017 · wf-form4_152400107434296.xml · derivative · entry 3 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 2,000 shares Expires 2018-05-20 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: Stock Appreciation Rights (SAR) granted under the 2008 Stock Option Plan. F3 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| April 17, 2018 Filed Apr 17, 2018 21:38 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 1,021 | $85.12 | $86,907.52 |
DisclosureSEC source: 0000067887-18-000017 · wf-form4_152400107434296.xml · nonDerivative · entry 2 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,390 F1 · shares: This represents the difference between the number of SARs exercised (2,000) and the number of shares issued as a result of the exercise (979). 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 ($85.12) and the exercise price ($43.42). Read SEC document |
| April 17, 2018 Filed Apr 17, 2018 21:38 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 2,000 | $43.42 | $86,840.00 |
DisclosureSEC source: 0000067887-18-000017 · wf-form4_152400107434296.xml · nonDerivative · entry 1 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411 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 14, 2017 Filed Nov 16, 2017 22:52 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 6,181 | $0.00 Strike: $82.31 | $0.00 |
DisclosureSEC source: 0000067887-17-000114 · wf-form4_151087271256822.xml · derivative · entry 13 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,181 Underlying: Class B Common · 6,181 shares Expires 2027-11-14 F3 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F2 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| September 08, 2017 Filed Sep 19, 2017 18:22 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | SaleClass A Common | 450 | $75.40 | $33,928.92 |
DisclosureSEC source: 0000067887-17-000071 · wf-form4_150584532100087.xml · nonDerivative · entry 1 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411 Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 17:25 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 2,000 | $43.42 Strike: $43.42 | $86,840.00 |
DisclosureSEC source: 0000067887-17-000059 · wf-form4_150290430374921.xml · derivative · entry 3 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Class A Common · 2,000 shares Expires 2018-05-20 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: Stock Appreciation Rights (SAR) granted under the 2008 Stock Option Plan. F3 · derivative.exercise_date: SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 17:25 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 1,139 | $76.28 | $86,882.92 |
DisclosureSEC source: 0000067887-17-000059 · wf-form4_150290430374921.xml · nonDerivative · entry 2 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 861 F1 · shares: This represents the difference between the number of SARs exercised (2,000) and the number of shares issued as a result of the exercise (861). 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 ($76.28) and the exercise price ($43.42). Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 17:25 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 2,000 | $43.42 | $86,840.00 |
DisclosureSEC source: 0000067887-17-000059 · wf-form4_150290430374921.xml · nonDerivative · entry 1 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 15, 2016 Filed Nov 17, 2016 18:26 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 10,000 | $0.00 Strike: $71.65 | $0.00 |
DisclosureSEC source: 0000067887-16-000255 · wf-form4_147940718865254.xml · derivative · entry 11 ROCHE PATRICK J · CIK 0001557074 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common · 10,000 shares Expires 2026-11-15 F3 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F2 · 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.