Form 4: RBC Bearings CFO Reports Routine Stock Transaction
Insider Transaction Report
RBC Bearings' Vice President and CFO, Robert M. Sullivan, reported a disposition of 112 shares of common stock for tax liability related to restricted stock vesting.
Summary
- Robert M. Sullivan, Vice President and CFO of RBC Bearings INC (RBC), reported a transaction on November 5, 2025.
- 112 shares of Common Stock were disposed of (withheld by the company) at a price of $427.24 per share.
- This disposition was made to satisfy tax liabilities associated with the vesting of restricted stock.
- Following this transaction, Sullivan beneficially owns 12,187 shares of Common Stock, which includes 6,360 shares of restricted stock subject to various future vesting schedules.
- Sullivan also holds a total of 23,000 options to purchase Common Stock, with varying exercise prices, exercisable dates, and expiration dates, some of which are subject to future vesting schedules.
Sentiment
Score: 5
Explanation: The filing reports a routine insider transaction for tax purposes related to restricted stock vesting, which is a standard part of executive compensation and does not reflect a change in company fundamentals or strategy.
Positives
- The reporting person continues to hold a significant number of common shares (12,187) and stock options (23,000), indicating continued alignment with shareholder interests.
- The vesting of restricted stock and options implies continued service and performance by a key executive.
Negatives
- The disposition of 112 shares, even for tax purposes, results in a slight reduction of direct common stock ownership by the executive.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Shareholders: Provides transparency regarding executive stock ownership and compensation practices.
- Employees: Reflects standard executive compensation structures involving equity awards.
Key Dates
| Date | Description |
|---|---|
| 06/03/2022 | Date exercisable for 4,000 options to purchase Common Stock (part of a 5,000 option grant with $199.16 exercise price), with 1,000 options vesting on 06/03/2026. |
| 06/03/2023 | Date exercisable for 2,400 options to purchase Common Stock (part of a 4,000 option grant with $199.1 exercise price), with 1,600 options vesting 1/2 on 06/03/2026 and 1/2 on 06/03/2027. |
| 06/01/2024 | Date exercisable for 2,000 options to purchase Common Stock (part of a 5,000 option grant with $199.51 exercise price), with 3,000 options vesting 1/3 on 06/01/2026, 1/3 on 06/01/2027, and 1/3 on 06/01/2028. |
| 05/23/2025 | Date exercisable for 400 options to purchase Common Stock (part of a 2,000 option grant with $292.85 exercise price), with 1,600 options vesting 1/4 on 05/23/2026, 1/4 on 05/23/2027, 1/4 on 05/23/2028, and 1/4 on 05/23/2029. |
| 06/02/2025 | Date exercisable for 2,000 options to purchase Common Stock with an exercise price of $137.44. |
| 11/05/2025 | Transaction Date for the disposition of 112 shares of Common Stock; Date exercisable for 300 options to purchase Common Stock (part of a 1,500 option grant with $287.85 exercise price), with 1,200 options vesting 1/4 on 11/05/2026, 1/4 on 11/05/2027, 1/4 on 11/05/2028, and 1/4 on 11/05/2029. |
| 05/23/2026 | Vesting date for 200 shares of restricted stock (1/4 of 800 shares) and 400 options to purchase Common Stock (1/4 of 1,600 options with $292.85 exercise price). |
| 05/28/2026 | Vesting date for 360 shares of restricted stock (1/5 of 1,800 shares) and 700 options to purchase Common Stock (1/5 of 3,500 options with $364.96 exercise price). |
| 06/01/2026 | Vesting date for 600 shares of restricted stock (1/3 of 1,800 shares) and 1,000 options to purchase Common Stock (1/3 of 3,000 options with $199.51 exercise price). |
| 06/03/2026 | Vesting date for 200 shares of restricted stock, 400 shares of restricted stock (1/2 of 800 shares), 800 options to purchase Common Stock (1/2 of 1,600 options with $199.1 exercise price), and 1,000 options to purchase Common Stock (part of 5,000 option grant with $199.16 exercise price). |
| 11/05/2026 | Vesting date for 240 shares of restricted stock (1/4 of 960 shares) and 300 options to purchase Common Stock (1/4 of 1,200 options with $287.85 exercise price). |
| 05/23/2027 | Vesting date for 200 shares of restricted stock (1/4 of 800 shares) and 400 options to purchase Common Stock (1/4 of 1,600 options with $292.85 exercise price). |
| 05/28/2027 | Vesting date for 360 shares of restricted stock (1/5 of 1,800 shares) and 700 options to purchase Common Stock (1/5 of 3,500 options with $364.96 exercise price). |
| 06/01/2027 | Vesting date for 600 shares of restricted stock (1/3 of 1,800 shares) and 1,000 options to purchase Common Stock (1/3 of 3,000 options with $199.51 exercise price). |
| 06/02/2027 | Expiration Date for 2,000 options to purchase Common Stock with an exercise price of $137.44. |
| 06/03/2027 | Vesting date for 400 shares of restricted stock (1/2 of 800 shares) and 800 options to purchase Common Stock (1/2 of 1,600 options with $199.1 exercise price). |
| 11/05/2027 | Vesting date for 240 shares of restricted stock (1/4 of 960 shares) and 300 options to purchase Common Stock (1/4 of 1,200 options with $287.85 exercise price). |
| 05/23/2028 | Vesting date for 200 shares of restricted stock (1/4 of 800 shares) and 400 options to purchase Common Stock (1/4 of 1,600 options with $292.85 exercise price). |
| 05/28/2028 | Vesting date for 360 shares of restricted stock (1/5 of 1,800 shares) and 700 options to purchase Common Stock (1/5 of 3,500 options with $364.96 exercise price). |
| 06/01/2028 | Vesting date for 600 shares of restricted stock (1/3 of 1,800 shares) and 1,000 options to purchase Common Stock (1/3 of 3,000 options with $199.51 exercise price). |
| 06/03/2028 | Expiration Date for 5,000 options to purchase Common Stock with an exercise price of $199.16. |
| 11/05/2028 | Vesting date for 240 shares of restricted stock (1/4 of 960 shares) and 300 options to purchase Common Stock (1/4 of 1,200 options with $287.85 exercise price). |
| 05/23/2029 | Vesting date for 200 shares of restricted stock (1/4 of 800 shares) and 400 options to purchase Common Stock (1/4 of 1,600 options with $292.85 exercise price). |
| 05/28/2029 | Vesting date for 360 shares of restricted stock (1/5 of 1,800 shares) and 700 options to purchase Common Stock (1/5 of 3,500 options with $364.96 exercise price). |
| 06/03/2029 | Expiration Date for 4,000 options to purchase Common Stock with an exercise price of $199.1. |
| 11/05/2029 | Vesting date for 240 shares of restricted stock (1/4 of 960 shares) and 300 options to purchase Common Stock (1/4 of 1,200 options with $287.85 exercise price). |
| 05/28/2030 | Vesting date for 360 shares of restricted stock (1/5 of 1,800 shares) and 700 options to purchase Common Stock (1/5 of 3,500 options with $364.96 exercise price). |
| 06/01/2030 | Expiration Date for 5,000 options to purchase Common Stock with an exercise price of $199.51. |
| 05/23/2031 | Expiration Date for 2,000 options to purchase Common Stock with an exercise price of $292.85. |
| 11/05/2031 | Expiration Date for 1,500 options to purchase Common Stock with an exercise price of $287.85. |
| 05/28/2032 | Expiration Date for 3,500 options to purchase Common Stock with an exercise price of $364.96. |
Keywords
RBC Bearings, RBC, Form 4, insider transaction, executive compensation, stock options, restricted stock, beneficial ownership, Robert M. Sullivan
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