Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGAL REXNORD CORPRRX · Entity 2107 | *EVP and Secretary | April 12, 2024 | April 16, 2024 |
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 April 12, 2024 · Filed April 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,415.43 |
Reported balance
After 2024-04-12 transaction · row 1
1 source rowRow 1 · 2024-04-12 · Grant · Acquired 3.424 · Balance 28,415.43 F1: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $78.05 · Expires 2029-05-08 | Direct | 2,054 |
Reported balance
Holding disclosure · report date 2024-04-12 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,054 F2: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $151.27 · Expires 2032-02-23 | Direct | 4,442 |
Reported balance
Holding disclosure · report date 2024-04-12 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,442 F3: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $154.20 · Expires 2033-02-23 | Direct | 5,016 |
Reported balance
Holding disclosure · report date 2024-04-12 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,016 F3: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable.
F2: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant.
F3: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant.
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 09, 2021 Filed May 11, 2021 20:37 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 2,547 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000088 · wf-form4_162076544288240.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,208 F1 · shares: These shares of stock represent performance shares being issued to the reporting person based on the achievement of certain performance targets pursuant to the 2018 Equity Incentive Plan. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:37 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 5,510 | $0.00 Strike: $140.22 | $0.00 |
DisclosureSEC source: 0000082811-21-000037 · wf-form4_161428904030483.xml · derivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,510 Underlying: Common Stock · 5,510 shares Expires 2031-02-23 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:37 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-21-000037 · wf-form4_161428904030483.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,661 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. The RSUs vest 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:35 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 216 | $129.33 | $27,935.28 |
DisclosureSEC source: 0000082811-21-000010 · wf-form4_161402973567711.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,190 Read SEC document |
| May 10, 2020 Filed May 12, 2020 20:08 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 908 | $75.68 | $68,717.44 |
DisclosureSEC source: 0000082811-20-000076 · wf-form4_158931410860264.xml · nonDerivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,575 Read SEC document |
| May 10, 2020 Filed May 12, 2020 20:08 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 783 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000076 · wf-form4_158931410860264.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,483 F1 · shares: These shares of stock represent performance shares being issued to the reporting person based on the achievement of certain performance targets pursuant to the 2013 Equity Incentive Plan. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:11 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 7,770 | $0.00 Strike: $88.45 | $0.00 |
DisclosureSEC source: 0000082811-20-000027 · wf-form4_158223668889707.xml · derivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,770 Underlying: Common Stock · 7,770 shares Expires 2030-02-18 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:11 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,865 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000027 · wf-form4_158223668889707.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,700 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. The RSUs vest 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. Read SEC document |
| February 18, 2020 Filed Jul 24, 2020 20:20 UTC Amendment | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 7,160 | $0.00 Strike: $88.45 | $0.00 |
DisclosureSEC source: 0000082811-20-000099 · wf-form4a_159562199971765.xml · derivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,160 Underlying: Common Stock · 7,160 shares Expires 2030-02-18 F3 · shares: This amended Form 4 is being filed to correct an error in the calculation of the number of Stock Appreciation Rights ("SARs") granted to the reporting person on February 18, 2020. The original Form 4 reported 7,770 SARs awarded. F4 · derivative.exercise_date: Granted as stock-settled SARs under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. Read SEC document |
| February 18, 2020 Filed Jul 24, 2020 20:20 UTC Amendment | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,696 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-20-000099 · wf-form4a_159562199971765.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,531 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. The RSUs vest 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant. F2 · shares: This amended Form 4 is being filed to correct an error in the calculation of the number of RSUs granted to the reporting person on February 18, 2020. The original Form 4 reported 1,865 RSUs awarded. Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:02 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 1,225 | $80.34 | $98,416.50 |
DisclosureSEC source: 0000082811-19-000074 · wf-form4_155786770797468.xml · nonDerivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,835 Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:02 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 1,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-19-000074 · wf-form4_155786770797468.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,060 F1 · shares: These shares of stock represent performance shares being issued to the reporting person based on the achievement of certain performance targets pursuant to the 2013 Equity Incentive Plan. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:18 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 9,800 | $0.00 Strike: $81.81 | $0.00 |
DisclosureSEC source: 0000082811-19-000058 · wf-form4_155752669571640.xml · derivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,800 Underlying: Common Stock · 9,800 shares Expires 2029-05-08 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. Read SEC document |
| May 08, 2019 Filed May 10, 2019 22:18 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 2,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-19-000058 · wf-form4_155752669571640.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,535 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. RSUs vest 100% on the third anniversary date of the grant. Each RSU is equal to one share of Common Stock and is payable only in stock. Read SEC document |
| May 12, 2018 Filed May 15, 2018 20:57 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 42 | $79.85 | $3,353.70 |
DisclosureSEC source: 0000082811-18-000085 · wf-form4_152641777678611.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,110 Read SEC document |
| May 09, 2018 Filed May 10, 2018 23:59 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 8,825 | $0.00 Strike: $77.60 | $0.00 |
DisclosureSEC source: 0000082811-18-000069 · wf-form4_152599672748140.xml · derivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,825 Underlying: Common Stock · 8,825 shares Expires 2028-05-09 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2018 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. Read SEC document |
| May 09, 2018 Filed May 10, 2018 23:59 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-18-000069 · wf-form4_152599672748140.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,152 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2018 Equity Incentive Plan. RSUs vest 100% on the third anniversary date of the grant. Each RSU is equal to one share of Common Stock and is payable only in stock. Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:47 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantStock Appreciation Rights · Derivative | 7,300 | $0.00 Strike: $80.70 | $0.00 |
DisclosureSEC source: 0000082811-17-000079 · wf-form4_149454284020823.xml · derivative · entry 2 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,300 Underlying: Common Stock · 7,300 shares Expires 2027-05-10 F2 · derivative.exercise_date: Granted as stock-settled Stock Appreciation Rights ("SARs") under the 2013 Equity Incentive Plan. The SARs vest and become exercisable 40% on the second anniversary, 60% on the third anniversary, 80% on the fourth anniversary and 100% on the fifth anniversary of the date of the grant. Read SEC document |
| May 10, 2017 Filed May 11, 2017 22:47 UTC | REGAL REXNORD CORP RBC · Entity 2107 | GrantCommon Stock | 2,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000082811-17-000079 · wf-form4_149454284020823.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,602 F1 · shares: Restricted Stock Units ("RSUs") granted to the reporting person under the 2013 Equity Incentive Plan. RSUs vest 100% on the third anniversary date of the grant. Each RSU is equal to one share of Common Stock and is payable only in stock. Read SEC document |
| January 01, 2017 Filed Feb 11, 2017 00:15 UTC | REGAL REXNORD CORP RBC · Entity 2107 | Tax withholdingCommon Stock | 78 | $69.25 | $5,401.50 |
DisclosureSEC source: 0000082811-17-000007 · wf-form4_148677211615324.xml · nonDerivative · entry 1 Valentyn Thomas E · CIK 0001415551 · VP General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,552 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.