Form 4: Regal Rexnord EVP Adds Shares via Dividend Reinvestment
Statement of Changes in Beneficial Ownership
Regal Rexnord's Executive Vice President, Jerrald R. Morton, acquired 15.036 shares of common stock through dividend reinvestment.
Summary
- Jerrald R. Morton, Executive Vice President and President of Industrial Powertrain Solutions at Regal Rexnord Corp (RRX), acquired 15.036 shares of common stock.
- The transaction occurred on October 14, 2025, at a price of $143.14 per share.
- This acquisition represents additional restricted stock units credited to Morton under the dividend equivalent reinvestment provision of his outstanding restricted stock unit awards.
- The newly acquired restricted stock units are subject to the same terms and conditions, including vesting, as the original awards.
- Following this transaction, Morton beneficially owns 24,015.868 shares of common stock directly.
- Morton also holds various Stock Appreciation Rights (SARs) with exercise prices ranging from $74.04 to $168.47 and expiration dates between May 10, 2027, and February 23, 2034.
- The SARs have different vesting schedules, with some vesting 40% on the second anniversary, 60% on the third, 80% on the fourth, and 100% on the fifth anniversary, while others vest 34% on the first, 67% on the second, and 100% on the third anniversary of the grant date.
Sentiment
Score: 6
Explanation: The transaction is a routine dividend reinvestment, indicating continued equity accumulation by an insider. While not a significant event, it is a slightly positive signal for alignment of interests between management and shareholders.
Positives
- An insider, Jerrald R. Morton, continues to accumulate equity in Regal Rexnord through dividend reinvestment, which aligns his interests with those of shareholders.
- The dividend equivalent reinvestment mechanism allows for long-term equity accumulation for executives, reinforcing commitment to the company's performance.
Future Outlook
The filing does not contain specific forward-looking statements or guidance regarding the company's future performance or strategic direction.
Industry Context
This Form 4 filing is a routine disclosure of an insider's change in stock ownership and does not provide information directly related to broader industry trends, competitive landscape, or market position.
Stakeholder Impact
- Shareholders: The transaction demonstrates an executive's continued equity accumulation, which generally aligns management interests with long-term shareholder value creation.
Key Dates
| Date | Description |
|---|---|
| 05/10/2019 | Grant date for Stock Appreciation Rights with an exercise price of $76.99. |
| 05/09/2020 | Grant date for Stock Appreciation Rights with an exercise price of $74.04. |
| 02/18/2021 | Grant date for Stock Appreciation Rights with an exercise price of $84.39. |
| 05/08/2021 | Grant date for Stock Appreciation Rights with an exercise price of $78.05. |
| 02/23/2022 | Grant date for Stock Appreciation Rights with an exercise price of $133.77. |
| 02/23/2023 | Grant date for Stock Appreciation Rights with an exercise price of $151.27. |
| 02/23/2024 | Grant date for Stock Appreciation Rights with an exercise price of $154.20. |
| 02/23/2025 | Grant date for Stock Appreciation Rights with an exercise price of $168.47. |
| 10/14/2025 | Date of common stock acquisition via dividend equivalent reinvestment. |
| 05/10/2027 | Expiration date for Stock Appreciation Rights granted on 05/10/2019. |
| 05/09/2028 | Expiration date for Stock Appreciation Rights granted on 05/09/2020. |
| 05/08/2029 | Expiration date for Stock Appreciation Rights granted on 05/08/2021. |
| 02/18/2030 | Expiration date for Stock Appreciation Rights granted on 02/18/2021. |
| 02/23/2031 | Expiration date for Stock Appreciation Rights granted on 02/23/2022. |
| 02/23/2032 | Expiration date for Stock Appreciation Rights granted on 02/23/2023. |
| 02/23/2033 | Expiration date for Stock Appreciation Rights granted on 02/23/2024. |
| 02/23/2034 | Expiration date for Stock Appreciation Rights granted on 02/23/2025. |
Keywords
Regal Rexnord, RRX, Insider Trading, Form 4, Stock Appreciation Rights, Dividend Reinvestment, Executive Compensation, Jerrald R. Morton
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