Insider Activity at Moog Inc. – A Closer Look
On January 15, 2026, Executive Vice President Robert Mullins executed a series of transactions that underscore Moog’s commitment to aligning executive incentives with shareholder interests. Mullins received 1,962 Class B common shares as a stock bonus under the 2025 Long‑Term Incentive Plan (LTIP) at no cost, immediately offset by the withholding of 700 shares to satisfy tax obligations—leaving him with 1,262 shares in hand. Simultaneously, 981 Restricted Stock Units (RSUs) were granted, set to vest in 2026, 2027, and 2028. These moves reinforce a forward‑looking compensation structure that rewards sustained performance over the next three years.
From a market perspective, Mullins’ activity is neutral in tone. The stock’s price barely dipped 0.03 % on the filing day, while the company’s broader share price has surged 15.32 % month‑to‑date and 34.63 % year‑to‑date, breaking its 52‑week high the previous day. Investors should note that the LTIP grants and RSUs are typical for senior executives in capital‑intensive defense contractors; they signal confidence in Moog’s growth trajectory and a desire to retain key talent without diluting equity.
When viewed against company‑wide insider activity, the pattern remains consistent. Recent filings show a mix of sales and purchases by other executives, such as Donald R. Fishback’s sizeable Class A share sale on December 5, 2025, and John Scannell’s strategic holdings in both Class A and Class B shares. These transactions are largely routine—executives often sell to fund personal liquidity needs or diversify portfolios. The lack of significant short‑term trading by Mullins suggests a long‑term stewardship mindset, aligning his interests with the company’s valuation momentum.
For investors, the takeaway is twofold: first, the LTIP and RSU grants reinforce Moog’s belief that continued innovation in aerospace and defense will drive shareholder value; second, the steady insider activity—free of large sell‑offs—may be interpreted as a vote of confidence in the firm’s near‑term prospects. As Moog continues to navigate a competitive market, such insider signals can provide an additional layer of reassurance for long‑term investors looking to capitalize on the company’s upward price trajectory.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-01-15 | Mullins Robert E (Executive Vice President) | Buy | 1,962.00 | N/A | Class B Common |
| 2026-01-15 | Mullins Robert E (Executive Vice President) | Sell | 700.00 | 285.00 | Class B Common |
| 2026-01-15 | Mullins Robert E (Executive Vice President) | Buy | 981.00 | N/A | RSU |




