Moog Employee Trust Updates Class B Stock Holdings

TL;DR

**Moog's employee trust just updated its Class B stock ownership, showing continued internal stake.**

AI Summary

The Moog Inc. Stock Employee Compensation Trust, with Robert T. Brady as Trustee, filed an amended SC 13G/A on February 7, 2024, indicating its ownership of Class B Common Stock in Moog Inc. as of December 31, 2023. This filing, Amendment No. 4, updates previous disclosures and is filed under Rule 13d-1(c). This matters to investors because it provides transparency into a significant internal shareholder's holdings, which can influence corporate governance and long-term strategy.

Why It Matters

This filing shows that the Moog Inc. Stock Employee Compensation Trust continues to be a significant holder of Moog Inc. Class B Common Stock, signaling internal confidence and stability in the company's long-term outlook.

Risk Assessment

Risk Level: low — This is a routine update from an internal employee trust, indicating stable ownership rather than a volatile external investment.

Analyst Insight

Investors should note the continued internal ownership by the employee trust, which can suggest long-term alignment of interests between employees and the company's success. This filing itself doesn't warrant immediate action but provides context on ownership structure.

Key Numbers

• 615394301 — CUSIP Number (Identifies the Class B Common Stock of Moog Inc.)
• 4 — Amendment Number (Indicates this is the fourth amendment to the original Schedule 13G filing.)

Key Players & Entities

• Moog Inc. Stock Employee Compensation Trust (company) — Reporting Person and owner of Class B Common Stock
• Robert T. Brady (person) — Trustee of the Moog Inc. Stock Employee Compensation Trust
• Moog Inc. (company) — Issuer of the Class B Common Stock
• December 31, 2023 (date) — Date of event requiring the filing
• February 7, 2024 (date) — Filing date of the SC 13G/A

Forward-Looking Statements

• The Moog Inc. Stock Employee Compensation Trust will maintain a significant ownership stake in Moog Inc. Class B Common Stock. (Moog Inc. Stock Employee Compensation Trust) — high confidence, target: December 31, 2024

FAQ

Key Financial Figures

• $1.00 — c.'s (the Issuer) Class B Common Stock, $1.00 par value per share (Class B Stock) out

Filing Documents

• sectsc13g123123.htm (SC 13G/A) — 59KB
• brady_poa.htm (EX-24) — 1KB
• brady_poa001.jpg (GRAPHIC) — 122KB
• 0001664930-24-000002.txt ( ) — 229KB

If this statement is filed pursuant to 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a

Item 3. If this statement is filed pursuant to 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a (a) _ Broker or dealer registered under Section 15 of the Act (b) _ Bank as defined in Section 3(a)(6) of the Act (c) _ Insurance company as defined in Section 3(a)(19) of the Act (d) _ Investment company registered under Section 8 of the Investment Company Act of 1940 (e) _ An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E) (f) _ An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F) (g) _ A parent holding company or control person in accordance with Rule 13d-1(b)(1)(ii)(G) (h) _ A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813) (i) _ A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (j) _ A non-U.S. institution in accordance with Rule 240.13d-1(b)(1)(ii)(J) (k) _ Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with Rule 240.13d-1(b)(1)(ii)(J), please specify the type of institution ____

Ownership

Item 4. Ownership (a) Amount Beneficially Owned The Trust beneficially owns 584,600 shares of Class B Stock. The Trustee beneficially owns no shares of Class B Stock. (b) Percent of Class The Trust's shares of Class B Stock represents 12.8% of the outstanding Class B Stock, based on 4,562,102 voting shares of Class B Stock outstanding on December 8, 2023. (c) Number of shares as to which such person has (i) Sole power to vote or to direct the vote 0 (ii) Shared power to vote or to direct the vote 584,600 (4) (iii) Sole power to dispose or to direct the disposition of 0 (iv) Shared power to dispose or to direct the disposition of 584,600 (4) (4) Represents shares owned by the Trust.

Ownership of Five Percent or Less of a Class

Item 5. Ownership of Five Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following .

Ownership of more than Five Percent on Behalf of Another Person

Item 6. Ownership of more than Five Percent on Behalf of Another Person. Not applicable. Item 7. Identification and classification of the subsidiary which acquired the security being reported on by the parent holding company or control person. Not applicable.

Identification and classification of members of the group

Item 8. Identification and classification of members of the group. Not applicable.

Notice of Dissolution of Group

Item 9. Notice of Dissolution of Group. Not applicable.

Certifications

Item 10. Certifications. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date February 7, 2024 Robert T. Brady, individually and as trustee of the Moog Inc. Stock Employee Compensation Trust, as amended By s Christopher A. Head as Power of Attorney for Robert T. Brady Robert T. Brady, individually and as Trustee

View Full Filing

View this SC 13G/A filing on SEC EDGAR