Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGAL REXNORD CORPRBC · Entity 2107 | Chief Accounting Officer | May 10, 2017 | December 15, 2017 |
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 10, 2017 · Filed December 15, 2017 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $80.70 · Expires 2027-05-10 | Direct | 1,084 |
Reported balance
After 2017-05-10 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-05-10 · Grant · Acquired 1,084 · Balance 1,084 F1: 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 10, 2017. The original Form 4 filed on May 11, 2017 reported 1,093 SARs awarded. F2: Granted as stock-settled 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 10, 2017. The original Form 4 filed on May 11, 2017 reported 1,093 SARs awarded.
F2: Granted as stock-settled 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.
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 10, 2017 Filed May 11, 2017 22:46 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 1,093 | $0.00 Strike: $80.70 | $0.00 |
DisclosureSEC source: 0000082811-17-000077 · wf-form4_149454280153481.xml · derivative · entry 2 Lazzerini Robert A. · CIK 0001703274 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093 Underlying: Common Stock · 1,093 shares Expires 2027-05-10 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 10, 2017 Filed May 11, 2017 22:46 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-17-000077 · wf-form4_149454280153481.xml · nonDerivative · entry 1 Lazzerini Robert A. · CIK 0001703274 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,007 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2013 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 10, 2017 Filed Dec 15, 2017 23:10 UTC Amendment | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 1,084 | $0.00 Strike: $80.70 | $0.00 |
DisclosureSEC source: 0000082811-17-000123 · wf-form4a_151337942842452.xml · derivative · entry 1 Lazzerini Robert A. · CIK 0001703274 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084 Underlying: Common Stock · 1,084 shares Expires 2027-05-10 F1 · 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 10, 2017. The original Form 4 filed on May 11, 2017 reported 1,093 SARs awarded. F2 · derivative.exercise_date: Granted as stock-settled 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 07, 2017 Filed May 9, 2017 23:20 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 55 | $83.00 | $4,565.00 |
DisclosureSEC source: 0000082811-17-000042 · wf-form4_149437203352223.xml · nonDerivative · entry 1 Lazzerini Robert A. · CIK 0001703274 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,703 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.