Form 4: Regal Rexnord EVP Lewis Receives RSU Grant

Regal Rexnord's EVP and Chief HR Officer, Cheryl Lewis, reported the acquisition of 1,925 restricted stock units and the disposition of 244 shares for tax purposes.

Summary

• Cheryl Lewis, Executive Vice President and Chief Human Resources Officer of Regal Rexnord Corp (RRX), acquired 1,925 shares of common stock through a Restricted Stock Unit (RSU) grant on February 23, 2026.
• The RSUs are scheduled to vest over three years: 34% on the first anniversary, 33% on the second anniversary, and 33% on the third anniversary of the grant date.
• Concurrently, 244 shares of common stock were disposed of at a price of $218.21 per share to satisfy tax withholding obligations related to the RSU grant.
• Following these transactions, Lewis directly beneficially owns 14,899.984 shares of common stock.
• The filing also details existing Stock Appreciation Rights (SARs) with various exercise prices ($133.77, $151.27, $154.20, $168.47) and vesting schedules, which are set to expire between 2031 and 2034.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive event, reflecting ongoing executive compensation and retention efforts, which are generally seen as a stable aspect of corporate governance.

Positives

• Grant of 1,925 Restricted Stock Units (RSUs) to EVP and Chief HR Officer Cheryl Lewis, aligning executive incentives with shareholder interests.

Negatives

• Disposition of 244 shares of common stock at $218.21 per share to satisfy tax withholding obligations, resulting in a reduction of direct beneficial ownership.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that RSU grants and subsequent tax withholdings are standard practices in executive compensation across various industries, designed to align management interests with long-term shareholder value.

Stakeholder Impact

• Shareholders: The RSU grant aligns executive incentives with long-term shareholder value, while the tax-related disposition is a minor, routine event.
• Employees: Reflects standard executive compensation practices within the company.

Next Steps

• Vesting of 34% of the 1,925 RSUs on the first anniversary of the February 23, 2026 grant date.
• Vesting of 33% of the 1,925 RSUs on the second anniversary of the February 23, 2026 grant date.
• Vesting of 33% of the 1,925 RSUs on the third anniversary of the February 23, 2026 grant date.
• Continued vesting of previously granted Stock Appreciation Rights (SARs) according to their respective schedules (34% on 1st, 67% on 2nd, 100% on 3rd anniversary of grant dates).

Key Dates

Keywords

Regal Rexnord, RRX, Form 4, Insider Trading, Restricted Stock Units, RSU, Stock Appreciation Rights, SAR, Executive Compensation, Beneficial Ownership, Cheryl Lewis