Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGAL REXNORD CORPRRX · Entity 2107 | EVP and CFO* | July 14, 2026 | July 16, 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 July 14, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,981.832 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 16.879 · Balance 27,981.832 F1: 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. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $76.99 · Expires 2027-05-10 | Direct | 2,164 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,164 F2: The Stock Appreciation Rights 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 | 7,730 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 7,730 F2: The Stock Appreciation Rights 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 | 15,382 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 15,382 F2: The Stock Appreciation Rights 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 | 12,340 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 12,340 F3: 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 Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $133.77 · Expires 2031-02-23 | Direct | 9,276 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 9,276 F3: 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 Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $151.27 · Expires 2032-02-23 | Direct | 8,292 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 8,292 F3: 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 Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $154.20 · Expires 2033-02-23 | Direct | 9,456 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 9,456 F3: 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 Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $168.47 · Expires 2034-02-23 | Direct | 7,657 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 7,657 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The Stock Appreciation Rights 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: 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.
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 |
|---|---|---|---|---|---|---|
| February 23, 2022 Filed Feb 26, 2022 00:38 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 2,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-22-000058 · wf-form4_164583587542680.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,429.88 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, 2022 Filed Feb 23, 2022 00:59 UTC | REGAL REXNORD CORP RRX · Entity 2107 | Tax withholdingCommon Stock | 312 | $156.58 | $48,852.96 |
DisclosureSEC source: 0000082811-22-000043 · wf-form4_164557795793014.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,115.88 Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 22:10 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 15.9 | $171.41 | $2,725.42 |
DisclosureSEC source: 0000082811-22-000020 · wf-form4_164263022446093.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,427.88 F1 · shares: 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 |
| October 15, 2021 Filed Oct 19, 2021 21:37 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 17.98 | $144.25 | $2,593.62 |
DisclosureSEC source: 0000082811-21-000138 · wf-form4_163467941876592.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,411.98 F1 · shares: 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 |
| October 04, 2021 Filed Oct 7, 2021 00:43 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000125 · wf-form4_163356737224502.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,394 F1 · price: Received in exchange for 640 shares of Land Newco, Inc. common stock in connection with the transactions ("Transactions") set forth in that certain Agreement and Plan of Merger, dated as of February 15, 2021, by and among Regal Beloit Corporation, Rexnord Corporation, Land Newco, Inc., and Phoenix 2021, Inc. The Transactions included a distribution of one share of Land Newco, Inc. common stock for each issued and outstanding share of Rexnord Corporation common stock, with each Land Newco, Inc. share then exchanged for 0.22296103 of a share of Regal Beloit Corporation common stock. On the effective date of the Transactions, October 4, 2021, the closing price of a share of Regal Rexnord Corporation (f/k/a Regal Beloit Corporation) common stock was $151.00, and the closing price of a share of Zurn Water Solutions Corporation (f/k/a Rexnord Corporation) common stock was $64.95. F2 · balance_after: The number of shares of common stock subject to the reporting person's restricted stock unit awards was increased by 379 shares to preserve the intrinsic value of such awards following the payment of a special dividend that took place in connection with the Transactions. The total number of shares beneficially owned by the reporting person has been updated to reflect the adjustment. Read SEC document |
| May 09, 2021 Filed May 11, 2021 20:37 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 1,610 | $150.41 | $242,160.10 |
DisclosureSEC source: 0000082811-21-000087 · wf-form4_162076541854059.xml · nonDerivative · entry 2 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,873 Read SEC document |
| May 09, 2021 Filed May 11, 2021 20:37 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 2,127 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000087 · wf-form4_162076541854059.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,483 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 21:34 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 8,850 | $0.00 Strike: $140.22 | $0.00 |
DisclosureSEC source: 0000082811-21-000032 · wf-form4_161428886486776.xml · derivative · entry 2 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,850 Underlying: Common Stock · 8,850 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 21:34 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000032 · wf-form4_161428886486776.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,356 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 21:48 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 336 | $129.33 | $43,454.88 |
DisclosureSEC source: 0000082811-21-000016 · wf-form4_161403051964615.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,994 Read SEC document |
| May 10, 2020 Filed May 12, 2020 20:10 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 257 | $75.68 | $19,449.76 |
DisclosureSEC source: 0000082811-20-000079 · wf-form4_158931418747271.xml · nonDerivative · entry 2 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,330 Read SEC document |
| May 10, 2020 Filed May 12, 2020 20:10 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000079 · wf-form4_158931418747271.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,587 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 |
| February 18, 2020 Filed Feb 20, 2020 22:10 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 11,773 | $0.00 Strike: $88.45 | $0.00 |
DisclosureSEC source: 0000082811-20-000023 · wf-form4_158223660835960.xml · derivative · entry 2 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,773 Underlying: Common Stock · 11,773 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 | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000023 · wf-form4_158223660835960.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,366 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 10, 2019 Filed May 14, 2019 21:03 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 434 | $80.34 | $34,867.56 |
DisclosureSEC source: 0000082811-19-000076 · wf-form4_155786776802229.xml · nonDerivative · entry 2 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,540 Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:03 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-19-000076 · wf-form4_155786776802229.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,974 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, 2019 Filed May 10, 2019 22:21 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 14,675 | $0.00 Strike: $81.81 | $0.00 |
DisclosureSEC source: 0000082811-19-000064 · wf-form4_155752689662303.xml · derivative · entry 2 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,675 Underlying: Common Stock · 14,675 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 22:21 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 3,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-19-000064 · wf-form4_155752689662303.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,436 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 12, 2018 Filed May 15, 2018 20:54 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 233 | $79.85 | $18,605.05 |
DisclosureSEC source: 0000082811-18-000083 · wf-form4_152641768479941.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,811 Read SEC document |
| May 09, 2018 Filed May 10, 2018 23:57 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 7,375 | $0.00 Strike: $77.60 | $0.00 |
DisclosureSEC source: 0000082811-18-000065 · wf-form4_152599661226489.xml · derivative · entry 2 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,375 Underlying: Common Stock · 7,375 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 23:57 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 2,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-18-000065 · wf-form4_152599661226489.xml · nonDerivative · entry 1 Rehard Robert · CIK 0001632039 · VP and Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,044 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.