Form 4: Regal Rexnord CEO Reports Stock Sales and SAR Holdings

Regal Rexnord CEO Louis V. Pinkham reported the disposition of common stock and beneficial ownership of Stock Appreciation Rights.

Summary

• CEO Louis V. Pinkham disposed of 3,196 shares of Regal Rexnord Corp. common stock at a price of $218.21 per share on February 23, 2026.
• An additional 3,424 shares of common stock were disposed of at a price of $223.69 per share on February 24, 2026.
• Following these transactions, Pinkham beneficially owns 76,717.464 shares of common stock directly.
• Pinkham holds Stock Appreciation Rights (SARs) for 10,009 shares with an exercise price of $154.20, which became exercisable on February 23, 2024, and expire on February 23, 2033.
• Pinkham also holds SARs for 18,850 shares with an exercise price of $168.47, which became exercisable on February 23, 2025, and expire on February 23, 2034.
• The Stock Appreciation Rights vest 34% on the first anniversary, 67% on the second anniversary, and 100% on the third anniversary of their respective grant dates.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing. While there are share disposals, they are likely tax-related and offset by the continued significant holdings and long-term incentive through SARs, indicating ongoing executive alignment with shareholder value.

Positives

• CEO Louis V. Pinkham continues to hold a significant number of common shares (76,717.464) and substantial Stock Appreciation Rights (totaling 28,859 shares), indicating ongoing alignment with shareholder interests.
• The long-term vesting schedule of the Stock Appreciation Rights (over three years) and their extended expiration dates (2033 and 2034) provide a strong incentive for the CEO to focus on sustained company performance.

Negatives

• CEO Louis V. Pinkham disposed of a total of 6,620 shares of common stock over two days, reducing his direct share ownership.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider transaction filings like Form 4 are routine disclosures, providing transparency into executive stock ownership and trading activities. These transactions are often pre-planned under Rule 10b5-1 plans, which allow insiders to sell shares at a predetermined time to avoid accusations of trading on non-public information.

Comparison to Industry Standards

• The reported transactions are standard for executive compensation and tax planning within publicly traded companies, aligning with typical practices across various industries.

Stakeholder Impact

• Shareholders: Provides transparency into executive stock ownership and compensation, confirming continued alignment through significant equity holdings and long-term incentives.

Key Dates

Recommendation

The filing details routine insider transactions, specifically the disposition of shares likely for tax purposes and the continued holding of significant equity and Stock Appreciation Rights by the CEO. These actions do not fundamentally alter the investment thesis for Regal Rexnord Corp, suggesting a 'hold' recommendation as there's no new material information to warrant a change in position based solely on this filing.

Keywords

Regal Rexnord, RRX, Form 4, Insider Transaction, Stock Sale, CEO, Louis Pinkham, Stock Appreciation Rights, SARs, Beneficial Ownership