Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOOG INC.MOGA/MOGB · Entity 3471 | Chief Operating Officer | November 15, 2024 | November 19, 2024 |
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 November 15, 2024 · Filed November 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B CommonSEC Table I · non-derivative | Direct | 12,806 |
Ending reported balance
After 2024-11-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-11-15 · Grant · Acquired 256 · Balance 12,857 F1: Represents the Class B shares received by the reporting person upon the vesting of the second fixed dollar tranche of the fixed dollar-denominated time vesting award ("TVA") received by the reporting person on November 15, 2022. The TVA vests in three equal fixed dollar tranches and can be settled into Class B shares using the fair market value of the Class B shares on the date of vesting of such tranche. Row 2 · 2024-11-15 · Tax withholding · Disposed 131 · Balance 12,726 F2: The Company withheld Class B shares to satisfy the tax withholding obligation for the tranche of the reporting person's TVA that vested on November 15, 2024. Row 3 · 2024-11-16 · Grant · Acquired 165 · Balance 12,891 F3: Represents the Class B shares received by the reporting person upon the vesting of the third fixed dollar tranche of the fixed dollar-denominated time vesting award ("TVA") received by the reporting person on November 16, 2021. The TVA vests in three equal fixed dollar tranches and can be settled into Class B shares using the fair market value of the Class B shares on the date of vesting of such tranche. Row 4 · 2024-11-16 · Tax withholding · Disposed 85 · Balance 12,806 F4: The Company withheld Class B shares to satisfy the tax withholding obligation for the tranche of the reporting person's TVA that vested on November 16, 2024. |
| Class B CommonSEC Table I · non-derivative | Indirect401 (k) | 898 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 898 F5: Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants. |
| SARSEC Table II · derivative / convertible security · Conversion / exercise price $80.19 · Expires 2028-11-13 | Direct | 6,988 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 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. |
| SARSEC Table II · derivative / convertible security · Conversion / exercise price $85.95 · Expires 2029-11-12 | Direct | 6,794 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,794 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 $73.39 · Expires 2030-11-17 | Direct | 4,452 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 4,452 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 $83.00 · Expires 2031-11-16 | Direct | 3,737 |
Reported balance
Holding disclosure · report date 2024-11-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,737 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: Represents the Class B shares received by the reporting person upon the vesting of the second fixed dollar tranche of the fixed dollar-denominated time vesting award ("TVA") received by the reporting person on November 15, 2022. The TVA vests in three equal fixed dollar tranches and can be settled into Class B shares using the fair market value of the Class B shares on the date of vesting of such tranche.
F2: The Company withheld Class B shares to satisfy the tax withholding obligation for the tranche of the reporting person's TVA that vested on November 15, 2024.
F3: Represents the Class B shares received by the reporting person upon the vesting of the third fixed dollar tranche of the fixed dollar-denominated time vesting award ("TVA") received by the reporting person on November 16, 2021. The TVA vests in three equal fixed dollar tranches and can be settled into Class B shares using the fair market value of the Class B shares on the date of vesting of such tranche.
F4: The Company withheld Class B shares to satisfy the tax withholding obligation for the tranche of the reporting person's TVA that vested on November 16, 2024.
F5: Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants.
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 |
|---|---|---|---|---|---|---|
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass B Common | 5,390 | $92.84 | $500,417.84 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 8 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,633 F4 · shares: This represents the difference between the number of SARs exercised (6,667) and the number of shares issued as a result of the exercise (1,277). 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 ($92.8419) and the exercise price ($65.90). Additional shares are then withheld to satisfy the Company's tax withholding obligations. F5 · balance_after: Includes 138 shares of Class B Common acquired under the Moog Inc. Employee Stock Purchase Plan on December 31, 2018. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass B Common | 6,667 | $65.90 | $439,355.30 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 7 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,885 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 |
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 2,580 | $95.88 | $247,370.40 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 6 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752 F3 · shares: This represents the difference between the number of SARs exercised (3,333) and the number of shares issued as a result of the exercise (753). 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 ($95.88) and the exercise price ($63.04). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 3,333 | $63.04 | $210,112.32 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 5 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,332 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 |
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 1,704 | $95.88 | $163,379.52 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 4 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999 F2 · 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 (296). 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 ($95.88) and the exercise price ($74.38). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 2,000 | $74.38 | $148,760.00 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 3 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,703 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 |
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 1,528 | $95.88 | $146,504.64 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 2 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703 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 (472). 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 ($95.88) and the exercise price ($61.69). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 2,000 | $61.69 | $123,380.00 |
DisclosureSEC source: 0000067887-19-000035 · wf-form4_155078557146139.xml · nonDerivative · entry 1 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,231 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 05, 2018 Filed Dec 7, 2018 20:12 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass B Common | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000133 · wf-form4_154421351409930.xml · nonDerivative · entry 2 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,218 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 13, 2018 Filed Nov 15, 2018 23:49 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 6,988 | $0.00 Strike: $80.19 | $0.00 |
DisclosureSEC source: 0000067887-18-000102 · wf-form4_154232572668710.xml · derivative · entry 12 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,988 Underlying: Class B Common · 6,988 shares Expires 2028-11-13 F8 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F7 · 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 23:49 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass B Common | 239 | $80.19 | $19,165.41 |
DisclosureSEC source: 0000067887-18-000102 · wf-form4_154232572668710.xml · nonDerivative · entry 4 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686 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 23:49 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass B Common | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000102 · wf-form4_154232572668710.xml · nonDerivative · entry 3 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 925 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. F4 · balance_after: Includes 224 shares of Class B Common acquired under the Moog Inc. Employee Stock Purchase Plan on December 31, 2017 and July 1, 2018. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 23:49 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 119 | $79.15 | $9,418.85 |
DisclosureSEC source: 0000067887-18-000102 · wf-form4_154232572668710.xml · nonDerivative · entry 2 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231 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 23:49 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass A Common | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000102 · wf-form4_154232572668710.xml · nonDerivative · entry 1 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 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 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: 0000067887-17-000116 · wf-form4_151087274854175.xml · derivative · entry 7 TRABERT MARK JOSEPH · CIK 0001650805 · 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 F4 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive 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 |
| May 01, 2017 Filed May 4, 2017 13:48 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | SaleClass A Common | 1,633 | $68.59 | $112,007.47 |
DisclosureSEC source: 0000067887-17-000027 · wf-form4_149390571353285.xml · nonDerivative · entry 1 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 19:56 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 4,000 | $0.00 Strike: $36.41 | $0.00 |
DisclosureSEC source: 0000067887-17-000020 · wf-form4_149202696177670.xml · derivative · entry 7 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 4,000 shares Expires 2022-11-27 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 Right (SAR) granted under the 2008 Appreciation Rights 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 |
| April 10, 2017 Filed Apr 12, 2017 19:56 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 2,000 | $0.00 Strike: $41.82 | $0.00 |
DisclosureSEC source: 0000067887-17-000020 · wf-form4_149202696177670.xml · derivative · entry 6 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 2,000 shares Expires 2021-11-30 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 Right (SAR) granted under the 2008 Appreciation Rights 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 |
| April 10, 2017 Filed Apr 12, 2017 19:56 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 2,844 | $67.28 | $191,344.32 |
DisclosureSEC source: 0000067887-17-000020 · wf-form4_149202696177670.xml · nonDerivative · entry 4 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,633 F2 · 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 (1,156). 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 ($67.28) and the exercise price ($36.41). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 19:56 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 4,000 | $36.41 | $145,640.00 |
DisclosureSEC source: 0000067887-17-000020 · wf-form4_149202696177670.xml · nonDerivative · entry 3 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,477 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 10, 2017 Filed Apr 12, 2017 19:56 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 1,523 | $67.28 | $102,467.44 |
DisclosureSEC source: 0000067887-17-000020 · wf-form4_149202696177670.xml · nonDerivative · entry 2 TRABERT MARK JOSEPH · CIK 0001650805 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477 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 (477). 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 ($67.28) and the exercise price ($41.82). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 19:56 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 2,000 | $41.82 | $83,640.00 |
DisclosureSEC source: 0000067887-17-000020 · wf-form4_149202696177670.xml · nonDerivative · entry 1 TRABERT MARK JOSEPH · CIK 0001650805 · 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 18:24 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 10,000 | $0.00 Strike: $71.65 | $0.00 |
DisclosureSEC source: 0000067887-16-000250 · wf-form4_147940707480657.xml · derivative · entry 8 TRABERT MARK JOSEPH · CIK 0001650805 · 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 F4 · security: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.