Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGAL REXNORD CORPRBC · Entity 2107 | VP, Corporate Controller | May 09, 2021 | May 11, 2021 |
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 May 09, 2021 · Filed May 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,452 |
Ending reported balance
After 2021-05-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-05-09 · Grant · Acquired 596 · Balance 2,805 F1: These shares of stock represent performance shares being issued to the reporting person based on the achievement of certain performance targets pursuant to the 2018 Equity Incentive Plan. Row 2 · 2021-05-09 · Tax withholding · Disposed 353 · Balance 2,452 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $77.60 · Expires 2028-05-09 | Direct | 1,251 |
Reported balance
Holding disclosure · report date 2021-05-09 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,251 F2: Granted as stock-settled Stock Appreciation Rights ("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 $81.81 · Expires 2029-05-08 | Direct | 2,310 |
Reported balance
Holding disclosure · report date 2021-05-09 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,310 F2: Granted as stock-settled Stock Appreciation Rights ("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 $88.45 · Expires 2030-02-18 | Direct | 2,355 |
Reported balance
Holding disclosure · report date 2021-05-09 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,355 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 $140.22 · Expires 2031-02-23 | Direct | 1,603 |
Reported balance
Holding disclosure · report date 2021-05-09 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,603 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of stock represent performance shares being issued to the reporting person based on the achievement of certain performance targets pursuant to the 2018 Equity Incentive Plan.
F2: Granted as stock-settled Stock Appreciation Rights ("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 |
|---|---|---|---|---|---|---|
| May 09, 2021 Filed May 11, 2021 20:35 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 353 | $150.41 | $53,094.73 |
DisclosureSEC source: 0000082811-21-000082 · wf-form4_162076526851477.xml · nonDerivative · entry 2 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,452 Read SEC document |
| May 09, 2021 Filed May 11, 2021 20:35 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 596 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000082 · wf-form4_162076526851477.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,805 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 2018 Equity Incentive Plan. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:37 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 1,603 | $0.00 Strike: $140.22 | $0.00 |
DisclosureSEC source: 0000082811-21-000036 · wf-form4_161428901331839.xml · derivative · entry 2 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,603 Underlying: Common Stock · 1,603 shares Expires 2031-02-23 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 23, 2021 Filed Feb 25, 2021 21:37 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 428 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000036 · wf-form4_161428901331839.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,209 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 |
| February 18, 2021 Filed Feb 22, 2021 21:40 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 67 | $129.33 | $8,665.11 |
DisclosureSEC source: 0000082811-21-000012 · wf-form4_161403001357388.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781 Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:42 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionStock Appreciation Rights · Derivative | 834 | $0.00 Strike: $77.60 | $0.00 |
DisclosureSEC source: 0000082811-20-000111 · wf-form4_159683992634611.xml · derivative · entry 3 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,251 Underlying: Common Stock · 834 shares Expires 2028-05-09 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. F1 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("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. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:42 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 724 | $95.13 | $68,874.12 |
DisclosureSEC source: 0000082811-20-000111 · wf-form4_159683992634611.xml · nonDerivative · entry 2 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 22:42 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Exercise / conversionCommon Stock | 834 | $77.60 | $64,718.40 |
DisclosureSEC source: 0000082811-20-000111 · wf-form4_159683992634611.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 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 22:10 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 2,355 | $0.00 Strike: $88.45 | $0.00 |
DisclosureSEC source: 0000082811-20-000024 · wf-form4_158223662956676.xml · derivative · entry 2 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355 Underlying: Common Stock · 2,355 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 22:10 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 565 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000024 · wf-form4_158223662956676.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738 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 |
| May 08, 2019 Filed May 10, 2019 22:17 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 2,310 | $0.00 Strike: $81.81 | $0.00 |
DisclosureSEC source: 0000082811-19-000057 · wf-form4_155752666345553.xml · derivative · entry 2 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,310 Underlying: Common Stock · 2,310 shares Expires 2029-05-08 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("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. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:17 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-19-000057 · wf-form4_155752666345553.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,173 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. RSUs vest 100% on the third anniversary date of the grant. Each RSU is equal to one share of Common Stock and is payable only in stock. Read SEC document |
| May 09, 2018 Filed May 10, 2018 23:56 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 1,094 | $0.00 Strike: $77.60 | $0.00 |
DisclosureSEC source: 0000082811-18-000064 · wf-form4_152599659445263.xml · derivative · entry 2 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,094 Underlying: Common Stock · 1,094 shares Expires 2028-05-09 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("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. Read SEC document |
| May 09, 2018 Filed May 10, 2018 23:56 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-18-000064 · wf-form4_152599659445263.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. RSUs vest 100% on the third anniversary date of the grant. Each RSU is equal to one share of Common Stock and is payable only in stock. Read SEC document |
| May 09, 2018 Filed May 11, 2018 21:34 UTC Amendment | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 2,085 | $0.00 Strike: $77.60 | $0.00 |
DisclosureSEC source: 0000082811-18-000073 · wf-form4a_152607446615257.xml · derivative · entry 2 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,085 Underlying: Common Stock · 2,085 shares Expires 2028-05-09 F3 · shares: This amended Form 4 is being filed to correct an error in the calculation of the number of Stock Appreciation Rights ("SARs") awarded to the reporting person May 9, 2018. The original Form 4 filed on May 10, 2018 reported 1,094 SARs awarded. F4 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("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. Read SEC document |
| May 09, 2018 Filed May 11, 2018 21:34 UTC Amendment | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-18-000073 · wf-form4a_152607446615257.xml · nonDerivative · entry 1 Longley Jason R. · CIK 0001735460 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602 F1 · shares: This amended Form 4 is being filed to correct an error in the calculation of the number of Restricted Stock Units ("RSUs") awarded to the reporting person May 9, 2018. The original Form 4 filed on May 10, 2018 reported 316 RSUs awarded. F2 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. RSUs vest 100% on the third anniversary date of the grant. Each RSU is equal to one share of Common Stock and is payable only in stock. 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.