Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGAL REXNORD CORPRRX · Entity 2107 | VP, Corporate Controller | October 04, 2021 | October 07, 2021 |
| Zurn Elkay Water Solutions CorpZWS · Entity 3659 | Chief Financial Officer | May 28, 2026 | June 02, 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 October 04, 2021 · Filed October 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,753 |
Reported balance
After 2021-10-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-10-04 · Grant · Acquired 2,753 · Balance 2,753 F1: Represents restricted stock units received in 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. in conversion of restricted stock units relating to 5,987 shares of Rexnord Corporation common stock. The restricted stock units vest as follows: 513 vest on May 13, 2022; 991 vest on December 31, 2021; and 416 vest on February 16, 2022, 417 vest on February 16, 2023 and 416 vest on February 16, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 34 |
Reported balance
After 2021-10-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-10-04 · Grant · Acquired 34 · Balance 34 F2: Received in connection with the Transactions in exchange for 156 shares of Land Newco, Inc. common stock held in the 401(k) plan sponsored by Rexnord Corporation. The Transactions included a distribution of one share of Land Newco, Inc. common stock for each issued and outstanding share of Rexnord Corporation, 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. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $63.79 | Direct | 4,420 |
Reported balance
After 2021-10-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-04 · Grant · Acquired 4,420 · Balance 4,420 F4: Received in the Transactions in conversion of employee stock options to acquire 9,620 shares of Rexnord Corporation common stock for $29.31. F3: This option is currently exercisable in full. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $56.09 | Direct | 5,208 |
Reported balance
After 2021-10-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-10-04 · Grant · Acquired 5,208 · Balance 5,208 F5: Received in the Transactions in conversion of employee stock options to acquire 11,336 shares of Rexnord Corporation common stock for $25.77. F3: This option is currently exercisable in full. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $50.34 | Direct | 5,389 |
Reported balance
After 2021-10-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-10-04 · Grant · Acquired 5,389 · Balance 5,389 F6: Received in the Transactions in conversion of employee stock options to acquire 11,729 shares of Rexnord Corporation common stock for $23.13. F3: This option is currently exercisable in full. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $62.92 | Direct | 2,383 |
Reported balance
After 2021-10-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-10-04 · Grant · Acquired 2,383 · Balance 2,383 F7: Received in the Transactions in conversion of employee stock options to acquire 5,188 shares of Rexnord Corporation common stock for $28.91. F3: This option is currently exercisable in full. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $98.16 | Direct | 3,656 |
Reported balance
After 2021-10-04 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-10-04 · Grant · Acquired 3,656 · Balance 3,656 F9: Received in the Transactions in conversion of employee stock options to acquire 7,958 shares of Rexnord Corporation common stock for $45.10. F8: Stock Options will vest 100% on Feburary 16, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units received in 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. in conversion of restricted stock units relating to 5,987 shares of Rexnord Corporation common stock. The restricted stock units vest as follows: 513 vest on May 13, 2022; 991 vest on December 31, 2021; and 416 vest on February 16, 2022, 417 vest on February 16, 2023 and 416 vest on February 16, 2024.
F2: Received in connection with the Transactions in exchange for 156 shares of Land Newco, Inc. common stock held in the 401(k) plan sponsored by Rexnord Corporation. The Transactions included a distribution of one share of Land Newco, Inc. common stock for each issued and outstanding share of Rexnord Corporation, 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.
F3: This option is currently exercisable in full.
F4: Received in the Transactions in conversion of employee stock options to acquire 9,620 shares of Rexnord Corporation common stock for $29.31.
F5: Received in the Transactions in conversion of employee stock options to acquire 11,336 shares of Rexnord Corporation common stock for $25.77.
F6: Received in the Transactions in conversion of employee stock options to acquire 11,729 shares of Rexnord Corporation common stock for $23.13.
F7: Received in the Transactions in conversion of employee stock options to acquire 5,188 shares of Rexnord Corporation common stock for $28.91.
F8: Stock Options will vest 100% on Feburary 16, 2024.
F9: Received in the Transactions in conversion of employee stock options to acquire 7,958 shares of Rexnord Corporation common stock for $45.10.
Zurn Elkay Water Solutions Corp
Report date May 28, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,357 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 2,276 · Balance 26,357 F1: Restricted stock unit grant, which vests in three annual installments beginning on the first anniversary of the grant date, assuming continued employment. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,516 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,516 F2: Based on information from the trustee of the 401(k) Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit grant, which vests in three annual installments beginning on the first anniversary of the grant date, assuming continued employment.
F2: Based on information from the trustee of the 401(k) Plan.
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 |
|---|---|---|---|---|---|---|
| May 28, 2026 Filed Jun 2, 2026 20:26 UTC | Zurn Elkay Water Solutions Corp ZWS · Entity 3659 | GrantCommon Stock | 2,276 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001439288-26-000103 · wk-form4_1780432006.xml · nonDerivative · entry 1 Klun Daniel J · CIK 0001884685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,357 F1 · price: Restricted stock unit grant, which vests in three annual installments beginning on the first anniversary of the grant date, assuming continued employment. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 00:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantStock Options · Derivative | 3,656 | $0.00 Strike: $98.16 | $0.00 |
DisclosureSEC source: 0000082811-21-000124 · wf-form4_163356734659298.xml · derivative · entry 7 Klun Daniel J · CIK 0001884685 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,656 Underlying: Common Stock · 3,656 shares Expires not disclosed F9 · price: Received in the Transactions in conversion of employee stock options to acquire 7,958 shares of Rexnord Corporation common stock for $45.10. F8 · derivative.exercise_date: Stock Options will vest 100% on Feburary 16, 2024. F8 · derivative.expiration_date: Stock Options will vest 100% on Feburary 16, 2024. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 00:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantStock Options · Derivative | 2,383 | $0.00 Strike: $62.92 | $0.00 |
DisclosureSEC source: 0000082811-21-000124 · wf-form4_163356734659298.xml · derivative · entry 6 Klun Daniel J · CIK 0001884685 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,383 Underlying: Common Stock · 2,383 shares Expires not disclosed F7 · price: Received in the Transactions in conversion of employee stock options to acquire 5,188 shares of Rexnord Corporation common stock for $28.91. F3 · derivative.exercise_date: This option is currently exercisable in full. F3 · derivative.expiration_date: This option is currently exercisable in full. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 00:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantStock Options · Derivative | 5,389 | $0.00 Strike: $50.34 | $0.00 |
DisclosureSEC source: 0000082811-21-000124 · wf-form4_163356734659298.xml · derivative · entry 5 Klun Daniel J · CIK 0001884685 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,389 Underlying: Common Stock · 5,389 shares Expires not disclosed F6 · price: Received in the Transactions in conversion of employee stock options to acquire 11,729 shares of Rexnord Corporation common stock for $23.13. F3 · derivative.exercise_date: This option is currently exercisable in full. F3 · derivative.expiration_date: This option is currently exercisable in full. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 00:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantStock Options · Derivative | 5,208 | $0.00 Strike: $56.09 | $0.00 |
DisclosureSEC source: 0000082811-21-000124 · wf-form4_163356734659298.xml · derivative · entry 4 Klun Daniel J · CIK 0001884685 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,208 Underlying: Common Stock · 5,208 shares Expires not disclosed F5 · price: Received in the Transactions in conversion of employee stock options to acquire 11,336 shares of Rexnord Corporation common stock for $25.77. F3 · derivative.exercise_date: This option is currently exercisable in full. F3 · derivative.expiration_date: This option is currently exercisable in full. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 00:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantStock Options · Derivative | 4,420 | $0.00 Strike: $63.79 | $0.00 |
DisclosureSEC source: 0000082811-21-000124 · wf-form4_163356734659298.xml · derivative · entry 3 Klun Daniel J · CIK 0001884685 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,420 Underlying: Common Stock · 4,420 shares Expires not disclosed F4 · price: Received in the Transactions in conversion of employee stock options to acquire 9,620 shares of Rexnord Corporation common stock for $29.31. F3 · derivative.exercise_date: This option is currently exercisable in full. F3 · derivative.expiration_date: This option is currently exercisable in full. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 00:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 34 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000124 · wf-form4_163356734659298.xml · nonDerivative · entry 2 Klun Daniel J · CIK 0001884685 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 34 F2 · price: Received in connection with the Transactions in exchange for 156 shares of Land Newco, Inc. common stock held in the 401(k) plan sponsored by Rexnord Corporation. The Transactions included a distribution of one share of Land Newco, Inc. common stock for each issued and outstanding share of Rexnord Corporation, 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. Read SEC document |
| October 04, 2021 Filed Oct 7, 2021 00:42 UTC | REGAL REXNORD CORP RRX · Entity 2107 | GrantCommon Stock | 2,753 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000124 · wf-form4_163356734659298.xml · nonDerivative · entry 1 Klun Daniel J · CIK 0001884685 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,753 F1 · shares: Represents restricted stock units received in 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. in conversion of restricted stock units relating to 5,987 shares of Rexnord Corporation common stock. The restricted stock units vest as follows: 513 vest on May 13, 2022; 991 vest on December 31, 2021; and 416 vest on February 16, 2022, 417 vest on February 16, 2023 and 416 vest on February 16, 2024. F1 · balance_after: Represents restricted stock units received in 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. in conversion of restricted stock units relating to 5,987 shares of Rexnord Corporation common stock. The restricted stock units vest as follows: 513 vest on May 13, 2022; 991 vest on December 31, 2021; and 416 vest on February 16, 2022, 417 vest on February 16, 2023 and 416 vest on February 16, 2024. 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.