Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RBC Bearings INCRBC · Entity 3343 | Director | June 17, 2026 | June 22, 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.
RBC Bearings INC
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,378 |
Reported balance
After 2026-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-17 · Sale · Disposed 350 · Balance 1,378 F1: Consists of 925 shares of restricted stock, which vest according to the following schedule; 226 shares that vest on 5/29/2027; 355 shares 1/2 of which vest on 5/30/2027 and 1/2 vest on 5/30/2028; and 344 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $137.44 · Expires 2027-06-02 | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 400 |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $199.16 · Expires 2028-06-03 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,000 |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $199.09 · Expires 2029-06-06 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,000 F2: All these options to purchase Common Stock are exerciseable except for 200 options that vest on 6/6/2027. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $206.19 · Expires 2030-06-05 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,000 F3: All these options to purchase Common Stock are exerciseable except for 400 options that are subject to the following vesting schedule - 1/2 vest on 6/5/2027 and 1/2 vest on 6/5/2028. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $287.37 · Expires 2031-05-29 | Direct | 974 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 974 F4: All these options to purchase Common Stock are exerciseable except for 584 that are subject to the following vesting schedule - 1/3 vest on 5/29/2027, 1/3 vest on 5/29/2028 and 1/3 vest on 5/29/2029. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $365.87 · Expires 2032-05-30 | Direct | 962 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 962 F5: All these options to purchase Common Stock are exerciseable except for 770 options that are subject to the following vesting schedule - 1/4 vest on 5/30/2027, 1/4 vest on 5/30/2028, 1/4 vest on 5/30/2029 and 1/4 vest on 5/30/2030. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $565.22 · Expires 2033-05-19 | Direct | 647 |
Reported balance
Holding disclosure · report date 2026-06-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 647 F6: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027, 1/5 vest on 5/19/2028, 1/5 vest on 5/19/2029, 1/5 vest on 5/19/2030 and 1/5 vest on 5/19/2031. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of 925 shares of restricted stock, which vest according to the following schedule; 226 shares that vest on 5/29/2027; 355 shares 1/2 of which vest on 5/30/2027 and 1/2 vest on 5/30/2028; and 344 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029.
F2: All these options to purchase Common Stock are exerciseable except for 200 options that vest on 6/6/2027.
F3: All these options to purchase Common Stock are exerciseable except for 400 options that are subject to the following vesting schedule - 1/2 vest on 6/5/2027 and 1/2 vest on 6/5/2028.
F4: All these options to purchase Common Stock are exerciseable except for 584 that are subject to the following vesting schedule - 1/3 vest on 5/29/2027, 1/3 vest on 5/29/2028 and 1/3 vest on 5/29/2029.
F5: All these options to purchase Common Stock are exerciseable except for 770 options that are subject to the following vesting schedule - 1/4 vest on 5/30/2027, 1/4 vest on 5/30/2028, 1/4 vest on 5/30/2029 and 1/4 vest on 5/30/2030.
F6: These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027, 1/5 vest on 5/19/2028, 1/5 vest on 5/19/2029, 1/5 vest on 5/19/2030 and 1/5 vest on 5/19/2031.
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 |
|---|---|---|---|---|---|---|
| July 10, 2018 Filed Jul 12, 2018 21:05 UTC | RBC Bearings INC ROLL · Entity 3343 | GrantOption to Purchase Common Stock · Derivative | 1,000 | $128.24 Strike: $128.24 | $128,240.00 |
DisclosureSEC source: 0001593968-18-001055 · primary_01.xml · derivative · entry 2 Kaplan Steven H. · CIK 0001728568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2025-07-03 F2 · derivative.exercise_date: Options to purchase shares of Common Stock are subject to the following vesting schedule - 1/5 vest on 7/3/2019, 1/5 vest on 7/3/2020, 1/5 vest on 7/3/2021, 1/5 vest on 7/3/2022 and 1/5 vest on 7/3/2023. Options expire 7 years from grant date. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 21:05 UTC | RBC Bearings INC ROLL · Entity 3343 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-18-001055 · primary_01.xml · nonDerivative · entry 1 Kaplan Steven H. · CIK 0001728568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,940 F1 · balance_after: 1,500 shares of the reported Common Stock are Restricted Shares. The Restrictions lapse in accordance with the following schedule 1/3 vest on 7/3/2019, 1/3 vest on 7/3/2020, 1/3 vest on 7/3/2021. Unvested shares of Restricted Stock (i) may be immediately forfeited to the Company at the time the grantee ceases to be an officer or employee of, or otherwise perform services for, the Company or its subsidiaries under certain circumstances or (ii) may lapse upon the happening of certain events. 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.