Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RBC Bearings INCRBC · Entity 3343 | Director · Vice President and COO | June 01, 2026 | June 05, 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 01, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,824 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Tax withholding · Disposed 1,630 · Balance 113,824 F1: Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock. F2: Includes 9,176 shares of restricted stock, which vest according to the following schedule; 2,245 shares that vest on 5/23/2027; 3,194 shares 1/2 of which vest on 5/28/2027 and 1/2 vest on 5/28/2028; and 3,737 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 $199.16 · Expires 2028-06-03 | Direct | 7,000 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock.
F2: Includes 9,176 shares of restricted stock, which vest according to the following schedule; 2,245 shares that vest on 5/23/2027; 3,194 shares 1/2 of which vest on 5/28/2027 and 1/2 vest on 5/28/2028; and 3,737 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.
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 |
|---|---|---|---|---|---|---|
| June 27, 2017 Filed Jun 29, 2017 20:13 UTC | RBC Bearings INC ROLL · Entity 3343 | GrantOption to Purchase Common Stock · Derivative | 30,000 | $99.64 Strike: $99.64 | $2,989,200.00 |
DisclosureSEC source: 0001593968-17-000827 · primary_01.xml · derivative · entry 2 BERGERON DANIEL A · CIK 0001204696 · Director · VP, CFO and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2024-06-27 F5 · derivative.exercise_date: Options to purchase shares of Common Stock are subject to the following vesting schedule- 1/5 vest on 6/27/2018, 1/5 vest on 6/27/2019, 1/5 vest on 6/27/2020, 1/5 vest on 6/27/2021 and 1/5 vest on 6/27/2022. Options expire 7 years from grant date. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 20:13 UTC | RBC Bearings INC ROLL · Entity 3343 | GrantCommon Stock | 10,000 | $0.01 | $100.00 |
DisclosureSEC source: 0001593968-17-000827 · primary_01.xml · nonDerivative · entry 1 BERGERON DANIEL A · CIK 0001204696 · Director · VP, CFO and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,914 F1 · balance_after: 1,333 shares of the reported Common Stock are Restricted Shares. The Restrictions lapse on 7-1/2017. 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. F2 · balance_after: 10,000 shares of the reported Common Stock are Restricted Shares. The Restrictions lapse in accordance with the following schedule 1/3 vest on 6/27/2018, 1/3 vest on 6/27/2019, 1/3 vest on 6/27/2020. 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. F3 · balance_after: 1500 shares of the reported Common Stock are Restricted Shares. 1/2 vest on 7-1/2017, 1/2 vest on 7-1/2018. 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 F4 · balance_after: 40000 shares of the reported Common Stock are Restricted Shares. The Restrictions lapse in accordance with the following schedule- 1/3 vest on 7/8/2017, 1/3 vest on 7/8/2018, 1/3 vest on 7/8/2019. Unvested shares of Restricted Stock 1- 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 2- may lapse upon the happening of certain events. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 20:55 UTC | RBC Bearings INC ROLL · Entity 3343 | Tax withholdingCommon Stock | 734 | $77.51 | $56,892.34 |
DisclosureSEC source: 0001638599-16-001460 · doc4_4257.xml · nonDerivative · entry 1 BERGERON DANIEL A · CIK 0001204696 · Director · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,914 F10 · kind: Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock. F4 · balance_after: 1,333 shares of the reported Common Stock are Restricted Shares. The Restrictions lapset on 7-1/2017. 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. F7 · balance_after: 1500 shares of the reported Common Stock are Restricted Shares. 1/2 vest on 7-1/20176, 1/2 vest on 7-1/2018. 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 F9 · balance_after: 40000 shares of the reported Common Stock are Restricted Shares. The Restrictions lapse in accordance with the following schedule: 1/3 vest on 7/8/2017, 1/3 vest on 7/8/2018, 1/3 vest on 7/8/2019. 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.