Form 4: Regal Rexnord CFO Exercises Stock Appreciation Rights and Disposes of Shares

Sentiment:

SEC Form 4 Filing


Regal Rexnord's CFO, Robert Rehard, exercised stock appreciation rights and disposed of shares, resulting in a net change in his beneficial ownership.

Summary

  • Robert Rehard, the Executive Vice President and CFO of Regal Rexnord Corp, executed transactions involving stock appreciation rights (SARs) and common stock on November 7, 2024.
  • He exercised SARs at prices of $74.56 and $54.79, acquiring 2,148 and 3,317 shares respectively.
  • Following the exercise of SARs, 3,472 shares were disposed of at a price of $178.92.
  • The transactions resulted in a net change in his beneficial ownership of common stock, with a final holding of 33,407.949 shares.
  • The report also notes a correction of 73.712 dividend equivalent shares that were previously incorrectly credited to the reporting person.

Sentiment

Score: 5

Explanation: The document is a routine filing of insider transactions, with no indication of positive or negative sentiment. It is a neutral event.

Industry Context

This is a routine filing related to executive compensation and is common for publicly traded companies. It provides transparency into the transactions of company insiders.

Comparison to Industry Standards

  • The vesting schedules for the SARs are typical for executive compensation packages, with vesting periods ranging from three to five years.
  • The use of stock appreciation rights is a common practice among publicly traded companies to align executive interests with shareholder value.
  • Companies like General Electric, Honeywell, and Siemens also use similar equity-based compensation plans for their executives.

Stakeholder Impact

  • The transactions have a minor impact on shareholders as they reflect the exercise of existing compensation plans.
  • The transactions do not have a direct impact on employees, customers, suppliers, or creditors.

Key Dates

DateDescription
05/12/2017Grant date of stock-settled SARs under the 2013 Equity Incentive Plan, vesting over five years.
05/11/2018Grant date of stock-settled SARs under the 2013 Equity Incentive Plan, vesting over five years.
05/10/2019Grant date of stock-settled SARs under the 2018 Equity Incentive Plan, vesting over five years.
05/09/2020Grant date of stock-settled SARs under the 2018 Equity Incentive Plan, vesting over five years.
05/08/2021Grant date of stock-settled SARs under the 2018 Equity Incentive Plan, vesting over five years.
02/18/2021Grant date of stock-settled SARs under the 2018 Equity Incentive Plan, vesting over three years.
02/23/2022Grant date of stock-settled SARs under the 2018 Equity Incentive Plan, vesting over three years.
02/23/2023Grant date of stock-settled SARs under the 2018 Equity Incentive Plan, vesting over three years.
02/23/2024Grant date of stock-settled SARs under the 2018 Equity Incentive Plan, vesting over three years.
11/07/2024Date of the reported transactions, including the exercise of SARs and disposal of shares.
02/23/2025Grant date of stock-settled SARs under the 2023 Omnibus Incentive Plan, vesting over three years.
11/12/2024Date of the signature of the report.

Keywords

Stock Appreciation Rights, SARs, Beneficial Ownership, Form 4, Executive Compensation, Insider Trading, Regal Rexnord, RRX, Robert Rehard

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