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Bertsch Jan

Disclosed activity across 5 companies

Tapewire entity
30242
SEC CIK
0001477291

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Axalta Coating Systems Ltd.AXTA · Entity 3667DirectorMarch 03, 2026March 05, 2026
BWX Technologies, Inc.BWXT · Entity 656DirectorSeptember 04, 2026September 08, 2026
O-I Glass, Inc. /DE/OI · Entity 4907Senior Vice President & CFOMarch 07, 2019March 11, 2019
REGAL REXNORD CORPRRX · Entity 2107DirectorJuly 14, 2026July 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.

Axalta Coating Systems Ltd.

Report date March 03, 2026 · Filed March 05, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect21,074 Reported balance After 2026-03-04 transaction · row 1
1 source row

Row 1 · 2026-03-04 · Exercise / conversion · Acquired 5,832 · Balance 21,074

F1: Restricted stock units convert into common shares on a one-for-one basis.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect6,313 Reported balance After 2026-03-03 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-03-03 · Grant · Acquired 6,313 · Balance 6,313

F2: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd.

F3: This restricted stock unit grant vests in full on the first anniversary of the grant date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-03-04 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-03-04 · Exercise / conversion · Disposed 5,832 · Balance 0

F1: Restricted stock units convert into common shares on a one-for-one basis.

F4: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted stock units convert into common shares on a one-for-one basis.

F2: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd.

F3: This restricted stock unit grant vests in full on the first anniversary of the grant date.

F4: On March 4, 2025, the reporting person was granted 5,832 restricted stock units, vesting in full on March 4, 2026.

BWX Technologies, Inc.

Report date September 04, 2026 · Filed September 08, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Dividend Equivalent RightsSEC Table II · derivative / convertible securityDirect2,284.41 Reported balance After 2026-09-04 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-04 · Grant · Acquired 41.93 · Balance 2,284.41

F1: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

Filing footnotes · ownership attribution and instrument terms

F1: The dividend equivalent rights accrued on nine restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

O-I Glass, Inc. /DE/

Report date March 07, 2019 · Filed March 11, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock (Direct)SEC Table I · non-derivativeDirect254,084 Ending reported balance After 2019-03-07 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2019-03-07 · Grant · Acquired 86,378 · Balance 273,952

F1: Certain restricted stock units granted for the 2016-2018 grant period vest in the form of common stock based upon the Issuer's performance against certain strategic objective goals. On March 7, 2019, the Compensation Committee of the Issuer's Board of Directors determined that the strategic objective goals had been met, resulting in the vesting of these shares.

Row 2 · 2019-03-07 · Grant · Acquired 28,615 · Balance 302,567

F2: The restricted stock units vest in four equal annual installments beginning on the first anniversary of the grant date.

Row 3 · 2019-03-07 · Tax withholding · Disposed 48,483 · Balance 254,084

Common Stock (Indirect)SEC Table I · non-derivativeIndirectBy 401k2,565.0322 Reported balance Holding disclosure · report date 2019-03-07 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 2,565.0322

Filing footnotes · ownership attribution and instrument terms

F1: Certain restricted stock units granted for the 2016-2018 grant period vest in the form of common stock based upon the Issuer's performance against certain strategic objective goals. On March 7, 2019, the Compensation Committee of the Issuer's Board of Directors determined that the strategic objective goals had been met, resulting in the vesting of these shares.

F2: The restricted stock units vest in four equal annual installments beginning on the first anniversary of the grant date.

REGAL REXNORD CORP

Report date July 14, 2026 · Filed July 16, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect9,700.631 Reported balance After 2026-07-14 transaction · row 1
1 source row

Row 1 · 2026-07-14 · Grant · Acquired 1.53 · Balance 9,700.631

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.

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.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

MERITOR, INC.

Report date August 03, 2022 · Filed August 05, 2022

Section 16 reporting ended · disclosed 2022-08-05. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-08-03 transaction · row 1
1 source row

Row 1 · 2022-08-03 · Disposition to issuer · Disposed 28,601 · Balance 0

F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.

Common StockSEC Table I · non-derivativeIndirectHeld by trust of which Ms. Bertsch is trustee.0 Reported balance After 2022-08-03 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2022-08-03 · Disposition to issuer · Disposed 37,462 · Balance 0

F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 01, 2023 Filed Jan 4, 2023 22:57 UTC BWX Technologies, Inc. BWXT · Entity 656 Exercise / conversionDividend Equivalent Rights · Derivative 31 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001953099-23-000001 · wf-form4_167287300237786.xml · derivative · entry 3

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,575.18

Underlying: Common Stock · 31 shares

Expires not disclosed

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: 2. The dividend equivalent rights accrued on the restricted stock unit grants of which the reporting person deferred receipt of the shares underlying the RSU. Each DER represents a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs were delivered to the reporting person on January 1, 2023.

F2 · derivative.expiration_date: 2. The dividend equivalent rights accrued on the restricted stock unit grants of which the reporting person deferred receipt of the shares underlying the RSU. Each DER represents a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs were delivered to the reporting person on January 1, 2023.

Read SEC document
January 01, 2023 Filed Jan 4, 2023 22:57 UTC BWX Technologies, Inc. BWXT · Entity 656 Exercise / conversionRestricted Stock Units · Derivative 2,561 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001953099-23-000001 · wf-form4_167287300237786.xml · derivative · entry 2

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,561 shares

Expires not disclosed

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: The reporting person elected to defer receipt of the underlying RSUs. In accordance with the reporting person's election the vested shares were delivered to the reporting person in one lump sum on January 1, 2023.

F1 · derivative.expiration_date: The reporting person elected to defer receipt of the underlying RSUs. In accordance with the reporting person's election the vested shares were delivered to the reporting person in one lump sum on January 1, 2023.

Read SEC document
January 01, 2023 Filed Jan 4, 2023 22:57 UTC BWX Technologies, Inc. BWXT · Entity 656 Exercise / conversionCommon Stock 2,592 $0.00 $0.00
Disclosure

SEC source: 0001953099-23-000001 · wf-form4_167287300237786.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,495

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
December 13, 2022 Filed Dec 15, 2022 21:52 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 86.87 $0.00 $0.00
Disclosure

SEC source: 0001910103-22-000005 · wf-form4_167114108797434.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,606.18

Underlying: Common Stock · 86.87 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

Read SEC document
September 13, 2022 Filed Sep 15, 2022 23:18 UTC Axalta Coating Systems Ltd. AXTA · Entity 3667 GrantRestricted Stock Units · Derivative 2,374 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-050170 · doc4.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,374

Underlying: Common Shares · 2,374 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Axalta Coating Systems Ltd.

F2 · derivative.exercise_date: This restricted stock unit grant vests in full on the first anniversary of the grant date.

F2 · derivative.expiration_date: This restricted stock unit grant vests in full on the first anniversary of the grant date.

Read SEC document
September 08, 2022 Filed Sep 9, 2022 20:38 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 97.66 $0.00 $0.00
Disclosure

SEC source: 0001645863-22-000036 · wf-form4_166275591522387.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,519.31

Underlying: Common Stock · 97.66 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

Read SEC document
August 03, 2022 Filed Aug 5, 2022 10:49 UTC MERITOR, INC. MTOR · Entity 124864 Disposition to issuerCommon Stock 37,462 Not disclosed Not disclosed
Disclosure

SEC source: 0001113256-22-000088 · wf-form4_165971096198080.xml · nonDerivative · entry 2

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Held by trust of which Ms. Bertsch is trustee.

Disclosed balance after: 0

F1 · price: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.

Read SEC document
August 03, 2022 Filed Aug 5, 2022 10:49 UTC MERITOR, INC. MTOR · Entity 124864 Disposition to issuerCommon Stock 28,601 Not disclosed Not disclosed
Disclosure

SEC source: 0001113256-22-000088 · wf-form4_165971096198080.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Pursuant to that certain Agreement and Plan of Merger, dated as of February 21, 2022, by and among Meritor, Inc., an Indiana corporation (the "Company"), Cummins Inc., an Indiana corporation ("Cummins"), and an Indiana corporation and wholly owned indirect subsidiary of Cummins ("Merger Sub"), Merger Sub was merged with and into the Company (the "Merger") with the Company continuing as the surviving corporation and an indirect subsidiary of Cummins. As a result of the Merger, each share of Company Common Stock and each restricted share was automatically converted into the right to receive an amount in cash equal to $36.50.

Read SEC document
July 01, 2022 Filed Jul 6, 2022 20:15 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 930 $0.00 $0.00
Disclosure

SEC source: 0001113256-22-000059 · wf-form4_165715293612602.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,601

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 28,601 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

Read SEC document
June 08, 2022 Filed Jun 9, 2022 20:47 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 99.86 $0.00 $0.00
Disclosure

SEC source: 0001645863-22-000026 · wf-form4_165480764006940.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,421.65

Underlying: Common Stock · 99.86 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

Read SEC document
May 05, 2022 Filed May 9, 2022 21:09 UTC REGAL REXNORD CORP RRX · Entity 2107 GrantCommon Stock 1,143 $0.00 $0.00
Disclosure

SEC source: 0000082811-22-000124 · wf-form4_165213055845288.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,167

F1 · shares: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 5/5/2023.

F2 · balance_after: The number of restricted shares of common stock held by the reporting person was increased by 47 restricted shares to preserve the intrinsic value of such awards following the payment of a special dividend that took place in connection with the 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 total number of shares beneficially owned by the reporting person has been updated to reflect the adjustment.

Read SEC document
May 03, 2022 Filed May 5, 2022 22:44 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantRestricted Stock Units · Derivative 2,561 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001645863-22-000018 · wf-form4_165179066290517.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,561

Underlying: Common Stock · 2,561 shares

Expires not disclosed

F1 · derivative.exercise_date: Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock.

F2 · derivative.expiration_date: RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum following termination of service on the Board of Directors.

Read SEC document
April 01, 2022 Filed Apr 4, 2022 17:09 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 944 $0.00 $0.00
Disclosure

SEC source: 0001113256-22-000041 · wf-form4_164910653111743.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,671

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 27,671 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

Read SEC document
March 29, 2022 Filed Mar 30, 2022 21:25 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 84.63 $0.00 $0.00
Disclosure

SEC source: 0001645863-22-000011 · wf-form4_164867552131441.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,321.79

Underlying: Common Stock · 84.63 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

Read SEC document
February 07, 2022 Filed Feb 9, 2022 17:12 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 6,042 $0.00 $0.00
Disclosure

SEC source: 0001113256-22-000028 · wf-form4_164444473296581.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,727

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 26,727 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 5,802 Restricted Shares on January 31, 2022.

Read SEC document
January 01, 2022 Filed Jan 4, 2022 16:34 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,361 $0.00 $0.00
Disclosure

SEC source: 0001113256-22-000004 · wf-form4_164133206418706.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,380

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 26,487 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 5,893 Restricted Shares on January 1, 2022.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 21:58 UTC BWX Technologies, Inc. BWXT · Entity 656 Exercise / conversionDividend Equivalent Rights · Derivative 51 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001645808-22-000001 · wf-form4_164133347751390.xml · derivative · entry 3

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,237.16

Underlying: Common Stock · 51 shares

Expires not disclosed

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: The dividend equivalent rights accrued on the restricted stock unit grants of which the reporting person deferred receipt of the shares underlying the RSU. Each DER represents a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs were delivered to the reporting person on December 31, 2021.

F2 · derivative.expiration_date: The dividend equivalent rights accrued on the restricted stock unit grants of which the reporting person deferred receipt of the shares underlying the RSU. Each DER represents a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs were delivered to the reporting person on December 31, 2021.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 21:58 UTC BWX Technologies, Inc. BWXT · Entity 656 Exercise / conversionRestricted Stock Units · Derivative 2,133 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001645808-22-000001 · wf-form4_164133347751390.xml · derivative · entry 2

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,133 shares

Expires not disclosed

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: The reporting person elected to defer receipt of the underlying RSUs. In accordance with the reporting person's election the vested shares were delivered to the reporting person in one lump sum on December 31, 2021.

F1 · derivative.expiration_date: The reporting person elected to defer receipt of the underlying RSUs. In accordance with the reporting person's election the vested shares were delivered to the reporting person in one lump sum on December 31, 2021.

Read SEC document
December 31, 2021 Filed Jan 4, 2022 21:58 UTC BWX Technologies, Inc. BWXT · Entity 656 Exercise / conversionCommon Stock 2,184 $0.00 $0.00
Disclosure

SEC source: 0001645808-22-000001 · wf-form4_164133347751390.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,903

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
December 10, 2021 Filed Dec 14, 2021 21:47 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 0 $0.00 $0.00
Disclosure

SEC source: 0001645863-21-000001 · wf-form4_163951843997200.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,287.16

Underlying: Common Stock · 100.41 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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October 01, 2021 Filed Oct 4, 2021 16:35 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,440 $0.00 $0.00
Disclosure

SEC source: 0001113256-21-000105 · wf-form4_163337968601022.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,019

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 31,019 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

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September 08, 2021 Filed Sep 10, 2021 20:53 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 83.88 $0.00 $0.00
Disclosure

SEC source: 0001492627-21-000064 · wf-form4_163130721214529.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,186.75

Underlying: Common Stock · 83.88 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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July 01, 2021 Filed Jul 6, 2021 17:48 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,366 $0.00 $0.00
Disclosure

SEC source: 0001113256-21-000090 · wf-form4_162560810703382.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,579

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 29,579 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

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June 09, 2021 Filed Jun 11, 2021 20:57 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 74.31 $0.00 $0.00
Disclosure

SEC source: 0001492627-21-000044 · wf-form4_162344502722669.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,102.87

Underlying: Common Stock · 74.31 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on eight restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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May 06, 2021 Filed May 7, 2021 20:19 UTC REGAL REXNORD CORP RBC · Entity 2107 GrantCommon Stock 970 $0.00 $0.00
Disclosure

SEC source: 0000082811-21-000069 · wf-form4_162041876464982.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,977

F1 · shares: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 5/6/2022.

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April 30, 2021 Filed May 3, 2021 20:43 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantRestricted Stock Units · Derivative 1,942 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001492627-21-000031 · wf-form4_162007459462596.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,075

Underlying: Common Stock · 1,942 shares

Expires not disclosed

F1 · kind: Grant of restricted stock units pursuant to the BWX Technologies, Inc. 2020 Omnibus Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock.

F2 · derivative.exercise_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum upon the earlier of December 1, 2024 or following termination of service on the Board of Directors.

F2 · derivative.expiration_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum upon the earlier of December 1, 2024 or following termination of service on the Board of Directors.

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April 01, 2021 Filed Apr 5, 2021 16:45 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,115 $0.00 $0.00
Disclosure

SEC source: 0001113256-21-000058 · wf-form4_161765545234065.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,213

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 28,213 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

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March 26, 2021 Filed Mar 29, 2021 20:52 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 67.1 $0.00 $0.00
Disclosure

SEC source: 0001492627-21-000023 · wf-form4_161705111562443.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,028.56

Underlying: Common Stock · 67.1 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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February 05, 2021 Filed Feb 9, 2021 17:31 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 3,953 $0.00 $0.00
Disclosure

SEC source: 0001113256-21-000033 · wf-form4_161290985444487.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,098

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 27,098 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 4,252 Restricted Shares on February 2, 2021.

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January 01, 2021 Filed Jan 5, 2021 17:37 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,164 $0.00 $0.00
Disclosure

SEC source: 0001113256-21-000004 · wf-form4_160988621281906.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,512

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 27,397 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 5,513 Restricted Shares on January 1, 2021.

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December 10, 2020 Filed Dec 14, 2020 23:10 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 63.14 $0.00 $0.00
Disclosure

SEC source: 0001492627-20-000073 · wf-form4_160798743365682.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 961.46

Underlying: Common Stock · 63.14 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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October 01, 2020 Filed Oct 5, 2020 16:44 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,491 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000112 · wf-form4_160193065466052.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,348

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 31,746 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

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September 08, 2020 Filed Sep 9, 2020 21:04 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 68.29 $0.00 $0.00
Disclosure

SEC source: 0001492627-20-000057 · wf-form4_159968547894765.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 898.32

Underlying: Common Stock · 68.29 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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September 01, 2020 Filed Sep 3, 2020 16:32 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 90 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000103 · wf-form4_159916512463088.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,857

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 30,255 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

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July 01, 2020 Filed Jul 2, 2020 18:13 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,366 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000073 · wf-form4_159372798381306.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,767

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 30,165 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 602 Restricted Shares on July 1, 2020.

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June 08, 2020 Filed Jun 9, 2020 21:22 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 61.78 $0.00 $0.00
Disclosure

SEC source: 0001492627-20-000042 · wf-form4_159173772779120.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 830.03

Underlying: Common Stock · 61.78 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on seven restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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June 01, 2020 Filed Jun 3, 2020 17:12 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 204 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000065 · wf-form4_159121873884650.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,401

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 29,401 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

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May 07, 2020 Filed May 11, 2020 20:54 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantRestricted Stock Units · Derivative 2,133 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001492627-20-000027 · wf-form4_158923044396996.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,133

Underlying: Common Stock · 2,133 shares

Expires not disclosed

F1 · kind: Grant of restricted stock units pursuant to the BWX Technologies, Inc. 2020 Omnibus Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock.

F2 · derivative.exercise_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum upon the earlier of December 31, 2021 or twelve months following termination of service on the Board of Directors.

F2 · derivative.expiration_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum upon the earlier of December 31, 2021 or twelve months following termination of service on the Board of Directors.

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May 06, 2020 Filed May 8, 2020 20:08 UTC REGAL REXNORD CORP RBC · Entity 2107 GrantCommon Stock 2,035 $0.00 $0.00
Disclosure

SEC source: 0000082811-20-000066 · wf-form4_158896848234827.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,007

F1 · shares: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 5/6/2021.

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May 01, 2020 Filed May 4, 2020 16:40 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 225 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000059 · wf-form4_158862479167287.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,197

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 29,197 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

Read SEC document
April 01, 2020 Filed Apr 2, 2020 16:49 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 351 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000043 · wf-form4_158586057690712.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,372

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 28,972 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

Read SEC document
March 26, 2020 Filed Mar 27, 2020 20:39 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 72.06 $0.00 $0.00
Disclosure

SEC source: 0001492627-20-000017 · wf-form4_158534155945310.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 768.25

Underlying: Common Stock · 72.06 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

Read SEC document
February 03, 2020 Filed Feb 5, 2020 17:12 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 5,319 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000030 · wf-form4_158094076120203.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,021

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 28,621 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 6,671 Restricted Shares on January 26, 2020.

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January 01, 2020 Filed Jan 3, 2020 18:11 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,240 $0.00 $0.00
Disclosure

SEC source: 0001113256-20-000004 · wf-form4_157809304904224.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,702

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 29,973 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 6,364 Restricted Shares on January 1, 2020.

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December 13, 2019 Filed Dec 17, 2019 21:42 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 49.9 $0.00 $0.00
Disclosure

SEC source: 0001492627-19-000061 · wf-form4_157661894339802.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 696.19

Underlying: Common Stock · 49.9 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

Read SEC document
October 01, 2019 Filed Oct 2, 2019 16:26 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,609 $0.00 $0.00
Disclosure

SEC source: 0001628280-19-012117 · wf-form4_157004798676929.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,462

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 35,097 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met, after giving effect to the vesting of 2,365 Restricted Shares on September 29, 2019.

Read SEC document
September 06, 2019 Filed Sep 10, 2019 20:36 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 51.65 $0.00 $0.00
Disclosure

SEC source: 0001492627-19-000049 · wf-form4_156814775580927.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 646.29

Underlying: Common Stock · 51.65 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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August 08, 2019 Filed Aug 9, 2019 20:21 UTC REGAL REXNORD CORP RBC · Entity 2107 GrantCommon Stock 972 $0.00 $0.00
Disclosure

SEC source: 0000082811-19-000102 · wf-form4_156538205974957.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 972

F1 · shares: Restricted shares granted to the reporting person under the 2018 Equity Incentive Plan. Restricted shares are non-transferable until 8/8/2020.

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July 01, 2019 Filed Jul 2, 2019 16:19 UTC MERITOR, INC. MTOR · Entity 124864 GrantCommon Stock 1,208 $0.00 $0.00
Disclosure

SEC source: 0001113256-19-000063 · wf-form4_156209875270474.xml · nonDerivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,853

F2 · price: Inapplicable.

F1 · acquired: Acquisition of Restricted Shares of Meritor, Inc. (the "Company") as equity compensation.

F3 · balance_after: Includes 35,853 Restricted Shares held by the Company to implement restrictions on transfer unless and until certain conditions are met.

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June 06, 2019 Filed Jun 7, 2019 20:29 UTC BWX Technologies, Inc. BWXT · Entity 656 GrantDividend Equivalent Rights · Derivative 63.79 $0.00 $0.00
Disclosure

SEC source: 0001492627-19-000034 · wf-form4_155993933469058.xml · derivative · entry 1

Bertsch Jan · CIK 0001477291 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 594.64

Underlying: Common Stock · 63.79 shares

Expires not disclosed

F1 · derivative.exercise_price: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.exercise_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

F1 · derivative.expiration_date: The dividend equivalent rights accrued on six restricted stock unit grants of which the reporting person has elected to defer receipt of the shares underlying the RSUs. Each RSU and DER represent a contingent right to receive one share of BWXT common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSUs to which they relate.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.