Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGAL REXNORD CORPRRX · Entity 2107 | EVP and Pres. IPS* | August 14, 2026 | August 18, 2026 |
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 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,468.69 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Tax withholding · Disposed 131 · Balance 6,468.69 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $168.47 · Expires 2034-02-23 | Direct | 1,014 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,014 F1: The Stock Appreciation Rights 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 OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $78.76 | Direct | 689 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 689 F2: This option is currently exercisable in full. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $134.50 | Direct | 829 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 829 F2: This option is currently exercisable in full. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $102.01 | Direct | 1,719 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,719 F2: This option is currently exercisable in full. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Appreciation Rights 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.
F2: This option is currently exercisable in full.
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 14, 2026 Filed Aug 18, 2026 20:43 UTC | REGAL REXNORD CORP RRX · Entity 2107 | Tax withholdingCommon Stock | 131 | $170.58 | $22,345.98 |
DisclosureSEC source: 0000897069-26-001694 · form4.xml · nonDerivative · entry 1 Klossner Mark · CIK 0002135722 · EVP and Pres. IPS* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,468.69 Read SEC document |
| July 14, 2026 Filed Jul 16, 2026 21:19 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 8.663 | $211.20 | $1,829.63 |
DisclosureSEC source: 0000082811-26-000205 · wk-form4_1784236738.xml · nonDerivative · entry 1 Klossner Mark · CIK 0002135722 · EVP and Pres. IPS* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,599.685 F1 · acquired: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:18 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 1,484 | $202.09 | $299,901.56 |
DisclosureSEC source: 0002135722-26-000004 · wk-form4_1780521525.xml · nonDerivative · entry 1 Klossner Mark · CIK 0002135722 · EVP and Pres. IPS* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,591.022 F1 · acquired: Restricted Stock Units ("RSUs") granted to the reporting person. The RSUs vest 34% on the first anniversary, 33% on the second anniversary and 33% 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.