Mark Joseph Trabert - 18 Mar 2024 Form 4 Insider Report for MOOG INC. (MOG-A)

Reporting relationship: Chief Operating Officer
Issuer ticker: MOG-A
Reported as of: 18 Mar 2024
Net transaction value: -$478,086
SEC form: 4
Accepted by SEC: 20 Mar 2024, 13:34:50 UTC
Prior SEC filing: 20 Nov 2023
Next SEC filing: 14 Nov 2024
Source filing: View source filing
Reporting owner signature: /s/ Christopher A. Head, as Power of Attorney for Mark Joseph Trabert

Key filing fact

Mark Joseph Trabert filed Form 4 for MOOG INC. (MOG-A) on 20 Mar 2024.

Key facts

This page summarizes Mark Joseph Trabert's Form 4 filing for MOOG INC. (MOG-A).
6 reported transactions and 6 derivative rows are listed below.
Accepted by SEC: 20 Mar 2024, 13:34.

Change

Previous filing in this sequence was filed on 20 Nov 2023.
Current net transaction value: -$478,086.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MOGA/MOGB transaction

Class B Common

Options Exercise

Transaction value: $716,480
Shares: +10,000
Change %: +153%
Price: $71.65
Shares after: 16,549
Date: 18 Mar 2024
Ownership: Direct
Footnotes: F1

MOGA/MOGB transaction

Class B Common

Tax liability

Transaction value: $1,001,734
Shares: -6,645
Change %: -40%
Price: $150.75
Shares after: 9,904
Date: 18 Mar 2024
Ownership: Direct
Footnotes: F2

MOGA/MOGB transaction

Class B Common

Options Exercise

Transaction value: $508,758
Shares: +6,181
Change %: +62%
Price: $82.31
Shares after: 16,085
Date: 18 Mar 2024
Ownership: Direct

MOGA/MOGB transaction

Class B Common

Tax liability

Transaction value: $701,590
Shares: -4,654
Change %: -29%
Price: $150.75
Shares after: 11,431
Date: 18 Mar 2024
Ownership: Direct
Footnotes: F3

MOGA/MOGB holding

Class B Common

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 895
Date: 18 Mar 2024
Ownership: 401 (k)
Footnotes: F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

MOGA/MOGB transaction Derivative

SAR

Options Exercise

Transaction value: $0
Shares: -10,000
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 Mar 2024
Ownership: Direct
Underlying class: Class B Common
Underlying amount: 10,000
Exercise price: $71.65
Footnotes: F5, F6

MOGA/MOGB transaction Derivative

SAR

Options Exercise

Transaction value: $0
Shares: -6,181
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 18 Mar 2024
Ownership: Direct
Underlying class: Class B Common
Underlying amount: 6,181
Exercise price: $82.31
Footnotes: F5, F6

MOGA/MOGB holding Derivative

SAR

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 6,988
Date: 18 Mar 2024
Ownership: Direct
Underlying class: Class B Common
Underlying amount: 6,988
Exercise price: $80.19
Footnotes: F5, F6

MOGA/MOGB holding Derivative

SAR

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 6,794
Date: 18 Mar 2024
Ownership: Direct
Underlying class: Class B Common
Underlying amount: 6,794
Exercise price: $85.95
Footnotes: F5, F6

MOGA/MOGB holding Derivative

SAR

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 4,452
Date: 18 Mar 2024
Ownership: Direct
Underlying class: Class B Common
Underlying amount: 4,452
Exercise price: $73.39
Footnotes: F5, F6

MOGA/MOGB holding Derivative

SAR

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 3,737
Date: 18 Mar 2024
Ownership: Direct
Underlying class: Class B Common
Underlying amount: 3,737
Exercise price: $83.00
Footnotes: F5, F6

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Includes 118 shares of Class B Common acquired under the Moog Inc. Employee Stock Purchase Plan on December 29, 2023.

Footnote F2

This represents the difference between the number of SARs exercised (10,000) and the number of shares issued as a result of the exercise (3,355). 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 ($150.75) and the exercise price ($71.648). Additional shares are then withheld to satisfy the Company's tax withholding obligations.

Footnote F3

This represents the difference between the number of SARs exercised (6,181) and the number of shares issued as a result of the exercise (1,527). 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 ($150.75) and the exercise price ($82.31). Additional shares are then withheld to satisfy the Company's tax withholding obligations.

Footnote F4

Reflects equivalent shares held in Moog Inc. Retirement Savings Plan as of the most recent report to participants.

Footnote F5

Stock Appreciation Rights (SAR) granted under the Moog Inc. 2014 Long Term Incentive Plan.

Footnote F6

SARs become exercisable ratably over three years beginning on the first anniversary from the date of grant.