Form 4: RBC Bearings Director Gifts Shares, Maintains Substantial Holdings
Insider Transaction Report
RBC Bearings Director Richard R. Crowell reported gifting 125 shares of common stock while retaining significant equity and options.
Summary
- Richard R. Crowell, a Director at RBC Bearings INC, reported a gift of 125 shares of common stock.
- The transaction occurred on September 4, 2025, with a price of $0 per share, indicating a non-cash disposition.
- Following this transaction, Crowell directly beneficially owns 32,142 shares of common stock.
- This total includes 1,384 shares of restricted stock, which vest according to various schedules, with the latest vesting on May 30, 2028.
- Crowell also holds multiple tranches of options to purchase common stock, with exercise prices ranging from $137.44 to $365.87.
- These options have expiration dates extending up to May 30, 2032, and some are fully exercisable while others are subject to future vesting schedules.
Sentiment
Score: 5
Explanation: Neutral. The filing reports a routine insider transaction (a gift of shares) which is a disposition but not a sale for cash. It does not reflect on the company's operational performance or future prospects.
Positives
- The reporting person retains a substantial beneficial ownership of 32,142 common shares and numerous stock options, indicating continued alignment with shareholder interests.
- The disposition was a gift, not a sale for cash, which can be a positive signal of long-term commitment to the company and its community.
Negatives
- A disposition of shares, even as a gift, reduces the direct ownership stake of the reporting person.
Risks
- No specific company-related operational or financial risks are detailed in this insider transaction report.
Future Outlook
Not applicable; this filing reports a past insider transaction and does not provide forward-looking statements or guidance for the company's operations or financial performance.
Industry Context
Not applicable; this Form 4 reports an individual insider transaction and does not provide information relevant to broader industry trends or competitor analysis.
Stakeholder Impact
- Shareholders: Minimal direct impact on the company's share price or operational performance due to a small insider gift transaction. The director retains substantial equity and options, indicating continued alignment of interests.
Key Dates
| Date | Description |
|---|---|
| 06/03/2023 | Partial exercisability date for options with $199.16 exercise price. |
| 06/06/2023 | Partial exercisability date for options with $199.09 exercise price. |
| 06/05/2024 | Partial exercisability date for options with $206.19 exercise price. |
| 05/29/2025 | Partial exercisability date for options with $287.37 exercise price. |
| 06/02/2025 | Exercisability date for options with $137.44 exercise price. |
| 09/04/2025 | Date of common stock gift transaction. |
| 05/29/2026 | Vesting date for restricted stock and options ($287.37 exercise price). |
| 05/30/2026 | Vesting date for restricted stock and options ($365.87 exercise price). |
| 06/03/2026 | Vesting date for options ($199.16 exercise price). |
| 06/05/2026 | Vesting date for restricted stock and options ($206.19 exercise price). |
| 06/06/2026 | Vesting date for options ($199.09 exercise price). |
| 05/29/2027 | Vesting date for restricted stock and options ($287.37 exercise price). |
| 05/30/2027 | Vesting date for restricted stock and options ($365.87 exercise price). |
| 06/02/2027 | Expiration date for options ($137.44 exercise price). |
| 06/05/2027 | Vesting date for options ($206.19 exercise price). |
| 06/06/2027 | Vesting date for options ($199.09 exercise price). |
| 05/29/2028 | Vesting date for restricted stock and options ($287.37 exercise price). |
| 05/30/2028 | Vesting date for restricted stock and options ($365.87 exercise price). |
| 06/03/2028 | Expiration date for options ($199.16 exercise price). |
| 06/05/2028 | Vesting date for options ($206.19 exercise price). |
| 05/29/2029 | Vesting date for options ($287.37 exercise price). |
| 06/06/2029 | Expiration date for options ($199.09 exercise price). |
| 05/30/2029 | Vesting date for options ($365.87 exercise price). |
| 05/30/2030 | Vesting date for options ($365.87 exercise price). |
| 06/05/2030 | Expiration date for options ($206.19 exercise price). |
| 05/29/2031 | Expiration date for options ($287.37 exercise price). |
| 05/30/2032 | Expiration date for options ($365.87 exercise price). |
Keywords
RBC Bearings, RBC, Insider Transaction, Form 4, Director, Stock Gift, Equity Ownership, Restricted Stock, Stock Options
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.