Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGAL REXNORD CORPRRX · Entity 2107 | Segment President* | August 08, 2022 | August 10, 2022 |
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.
REGAL REXNORD CORP
Report date August 08, 2022 · Filed August 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,999.418 |
Ending reported balance
After 2022-08-08 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2022-08-08 · Exercise / conversion · Acquired 31 · Balance 6,951.418 Row 2 · 2022-08-08 · Exercise / conversion · Acquired 1,511 · Balance 8,462.418 Row 3 · 2022-08-08 · Exercise / conversion · Acquired 35 · Balance 8,497.418 Row 4 · 2022-08-08 · Exercise / conversion · Acquired 31 · Balance 8,528.418 Row 5 · 2022-08-08 · Exercise / conversion · Acquired 112 · Balance 8,640.418 Row 6 · 2022-08-08 · Tax withholding · Disposed 1,640 · Balance 7,000.418 Row 7 · 2022-08-08 · Sale · Disposed 1 · Balance 6,999.418 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $76.99 · Expires 2027-05-10 | Direct | 0 |
Reported balance
After 2022-08-08 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-08-08 · Exercise / conversion · Disposed 31 · Balance 0 F1: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2013 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $74.04 · Expires 2028-05-09 | Direct | 681 |
Reported balance
After 2022-08-08 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-08-08 · Exercise / conversion · Disposed 31 · Balance 681 F2: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $78.05 · Expires 2029-05-08 | Direct | 1,510 |
Reported balance
After 2022-08-08 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2022-08-08 · Exercise / conversion · Disposed 35 · Balance 1,510 F2: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $84.39 · Expires 2030-02-18 | Direct | 2,443 |
Reported balance
After 2022-08-08 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2022-08-08 · Exercise / conversion · Disposed 112 · Balance 2,443 F3: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $133.77 · Expires 2031-02-23 | Direct | 2,934 |
Reported balance
After 2022-08-08 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2022-08-08 · Exercise / conversion · Disposed 1,511 · Balance 2,934 F3: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $151.27 · Expires 2032-02-23 | Direct | 3,850 |
Reported balance
Holding disclosure · report date 2022-08-08 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 3,850 F3: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. |
| Common StockSEC Table I · non-derivative | Indirectby John C. and Sharon A. Kunze Revocable Trust | 5,876 |
Reported balance
Holding disclosure · report date 2022-08-08 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 5,876 |
Filing footnotes · ownership attribution and instrument terms
F1: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2013 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant.
F2: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant.
F3: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the 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 |
|---|---|---|---|---|---|---|
| August 06, 2020 Filed Aug 7, 2020 22:31 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionStock Appreciation Rights · Derivative | 633 | $0.00 Strike: $57.43 | $0.00 |
DisclosureSEC source: 0000082811-20-000109 · wf-form4_159683923168253.xml · derivative · entry 8 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires 2026-05-11 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. F3 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2013 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:31 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionStock Appreciation Rights · Derivative | 410 | $0.00 Strike: $78.15 | $0.00 |
DisclosureSEC source: 0000082811-20-000109 · wf-form4_159683923168253.xml · derivative · entry 7 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 410 shares Expires 2025-05-12 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. F3 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2013 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:31 UTC | REGAL REXNORD CORP RBC · Entity 2107 | SaleCommon Stock | 452 | $96.05 | $43,416.14 |
DisclosureSEC source: 0000082811-20-000109 · wf-form4_159683923168253.xml · nonDerivative · entry 5 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,526 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $96.04 to $96.055. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F2 · balance_after: Since the date of the reporting person's last ownership form, 1,210 shares previously reported as directly owned have been transferred and are now indirectly beneficially owned by the Trust. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:31 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 2,524 | $96.00 | $242,304.00 |
DisclosureSEC source: 0000082811-20-000109 · wf-form4_159683923168253.xml · nonDerivative · entry 4 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,978 Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:31 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionCommon Stock | 1,933 | $80.70 | $155,993.10 |
DisclosureSEC source: 0000082811-20-000109 · wf-form4_159683923168253.xml · nonDerivative · entry 3 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,502 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 06, 2020 Filed Aug 7, 2020 22:31 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionCommon Stock | 633 | $57.43 | $36,353.19 |
DisclosureSEC source: 0000082811-20-000109 · wf-form4_159683923168253.xml · nonDerivative · entry 2 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,569 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 06, 2020 Filed Aug 7, 2020 22:31 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionCommon Stock | 410 | $78.15 | $32,041.50 |
DisclosureSEC source: 0000082811-20-000109 · wf-form4_159683923168253.xml · nonDerivative · entry 1 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,936 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 |
| May 10, 2020 Filed May 12, 2020 20:11 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 364 | $75.68 | $27,547.52 |
DisclosureSEC source: 0000082811-20-000082 · wf-form4_158931426165921.xml · nonDerivative · entry 4 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,736 Read SEC document |
| May 10, 2020 Filed May 12, 2020 20:11 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000082 · wf-form4_158931426165921.xml · nonDerivative · entry 3 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 F1 · shares: These shares of stock represent performance shares being issued to the reporting person based on the achievement of certain performance targets pursuant to the 2013 Equity Incentive Plan. Read SEC document |
| May 08, 2020 Filed May 12, 2020 20:11 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionStock Appreciation Rights · Derivative | 1,899 | $0.00 Strike: $57.43 | $0.00 |
DisclosureSEC source: 0000082811-20-000082 · wf-form4_158931426165921.xml · derivative · entry 6 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266 Underlying: Common Stock · 1,899 shares Expires 2026-05-11 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 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2013 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. Read SEC document |
| May 08, 2020 Filed May 12, 2020 20:11 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 1,573 | $75.83 | $119,280.59 |
DisclosureSEC source: 0000082811-20-000082 · wf-form4_158931426165921.xml · nonDerivative · entry 2 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,755 Read SEC document |
| May 08, 2020 Filed May 12, 2020 20:11 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionCommon Stock | 1,899 | $57.43 | $109,059.57 |
DisclosureSEC source: 0000082811-20-000082 · wf-form4_158931426165921.xml · nonDerivative · entry 1 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,328 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 18, 2020 Filed Feb 20, 2020 22:12 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 7,064 | $0.00 Strike: $88.45 | $0.00 |
DisclosureSEC source: 0000082811-20-000028 · wf-form4_158223670981544.xml · derivative · entry 3 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,064 Underlying: Common Stock · 7,064 shares Expires 2030-02-18 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:12 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,696 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000028 · wf-form4_158223670981544.xml · nonDerivative · entry 1 Kunze John C · CIK 0001801616 · Segment President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,429 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. The RSUs vest 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the 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.