Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOOG INC.MOGA/MOGB · Entity 3471 | Vice President | December 11, 2023 | December 13, 2023 |
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 December 11, 2023 · Filed December 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-12-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-11 · Sale · Disposed 3,372 · Balance 2,896 Row 2 · 2023-12-12 · Sale · Disposed 2,896 · Balance 0 |
| Class B CommonSEC Table I · non-derivative | Direct | 9,255 |
Reported balance
Holding disclosure · report date 2023-12-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,255 |
| Class B CommonSEC Table I · non-derivative | Indirectby IRA | 356 |
Reported balance
Holding disclosure · report date 2023-12-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 356 |
| Class B CommonSEC Table I · non-derivative | Indirect401 (k) | 1 |
Reported balance
Holding disclosure · report date 2023-12-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1 F1: 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 $71.65 · Expires 2026-11-15 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2023-12-11 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 10,000 F2: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F3: 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 2023-12-11 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,181 F2: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F3: 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 2023-12-11 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,988 F2: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F3: 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 2023-12-11 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 6,794 F2: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F3: 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 2023-12-11 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 4,452 F2: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F3: 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 2023-12-11 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 3,737 F2: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan. F3: 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: Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants.
F2: Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan.
F3: 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 23:41 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantClass A Common | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000067887-18-000088 · wf-form4_154232525913956.xml · nonDerivative · entry 1 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,356 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 |
| August 25, 2018 Filed Aug 28, 2018 14:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 4,000 | $0.00 Strike: $41.82 | $0.00 |
DisclosureSEC source: 0000067887-18-000039 · wf-form4_153546761153983.xml · derivative · entry 7 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 4,000 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 |
| August 25, 2018 Filed Aug 28, 2018 14:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 4,000 | $0.00 Strike: $36.86 | $0.00 |
DisclosureSEC source: 0000067887-18-000039 · wf-form4_153546761153983.xml · derivative · entry 6 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 4,000 shares Expires 2020-11-30 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 |
| August 25, 2018 Filed Aug 28, 2018 14:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 2,750 | $79.45 | $218,487.50 |
DisclosureSEC source: 0000067887-18-000039 · wf-form4_153546761153983.xml · nonDerivative · entry 4 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,006 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 (1,250). 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 ($79.45) and the exercise price ($41.82). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| August 25, 2018 Filed Aug 28, 2018 14:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 4,000 | $41.82 | $167,280.00 |
DisclosureSEC source: 0000067887-18-000039 · wf-form4_153546761153983.xml · nonDerivative · entry 3 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,756 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 25, 2018 Filed Aug 28, 2018 14:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Tax withholdingClass A Common | 2,585 | $79.45 | $205,378.25 |
DisclosureSEC source: 0000067887-18-000039 · wf-form4_153546761153983.xml · nonDerivative · entry 2 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,756 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 (1,415). 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 ($79.45) and the exercise price ($36.86). Additional shares are then withheld to satisfy the Company's tax withholding obligations. Read SEC document |
| August 25, 2018 Filed Aug 28, 2018 14:47 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 4,000 | $36.86 | $147,440.00 |
DisclosureSEC source: 0000067887-18-000039 · wf-form4_153546761153983.xml · nonDerivative · entry 1 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,341 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 22:48 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 6,181 | $0.00 Strike: $82.31 | $0.00 |
DisclosureSEC source: 0000067887-17-000103 · wf-form4_151087252084198.xml · derivative · entry 11 ATHOE MAUREEN MARY · CIK 0001650807 · 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 |
| June 09, 2017 Filed Jun 13, 2017 18:46 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | SaleClass A Common | 432 | $73.53 | $31,766.86 |
DisclosureSEC source: 0000067887-17-000037 · wf-form4_149737956409000.xml · nonDerivative · entry 1 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,341 Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 16:23 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionSAR · Derivative | 4,000 | $35.12 Strike: $35.12 | $140,480.00 |
DisclosureSEC source: 0000067887-16-000270 · wf-form4_147983182411726.xml · derivative · entry 3 ATHOE MAUREEN MARY · CIK 0001650807 · 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 Right (SAR) granted under the 2008 Appreciation Rights 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 |
| November 18, 2016 Filed Nov 22, 2016 16:23 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | Exercise / conversionClass A Common | 1,254 | $69.95 | $87,717.30 |
DisclosureSEC source: 0000067887-16-000270 · wf-form4_147983182411726.xml · nonDerivative · entry 1 ATHOE MAUREEN MARY · CIK 0001650807 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,773 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 18:25 UTC | MOOG INC. MOGA/MOGB · Entity 3471 | GrantSAR · Derivative | 10,000 | $0.00 Strike: $71.65 | $0.00 |
DisclosureSEC source: 0000067887-16-000252 · wf-form4_147940710842192.xml · derivative · entry 11 ATHOE MAUREEN MARY · CIK 0001650807 · 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.