Form 4: Regal Rexnord Executive Disposes of Shares for Tax Obligations

Sentiment:

Statement of Changes in Beneficial Ownership


Regal Rexnord Corp's EVP and President, PES, Brooke Lang, disposed of 239 shares of common stock at $151.89 per share for tax liability purposes, while retaining substantial beneficial ownership.

Summary

  • Brooke Lang, Executive Vice President and President of Power Efficiency Solutions at Regal Rexnord Corp (RRX), disposed of 239 shares of common stock.
  • The transaction occurred on July 11, 2025, at a price of $151.89 per share.
  • This disposition was coded as 'F', indicating it was for the payment of tax liability by delivering or withholding securities.
  • Following this transaction, Brooke Lang beneficially owns 6,239.896 shares of common stock.
  • Lang also holds Stock Appreciation Rights (SARs): 969 SARs granted on February 23, 2024, with an exercise price of $154.20, expiring February 23, 2033; and 2,983 SARs granted on February 23, 2025, with an exercise price of $168.47, expiring February 23, 2034.
  • The SARs vest 34% on the first anniversary, 67% on the second anniversary, and 100% on the third anniversary of their respective grant dates.

Sentiment

Score: 5

Explanation: The transaction is a routine disposition of shares for tax purposes, which is a neutral event and does not indicate a change in the executive's confidence or the company's prospects.

Positives

  • The executive retains a substantial beneficial ownership of 6,239.896 common shares after the transaction, indicating continued alignment with shareholder interests.
  • The disposition of shares was for tax liability, which is a routine and expected event for executive compensation, not a discretionary sale indicating a lack of confidence.
  • The executive holds a significant number of Stock Appreciation Rights (SARs), providing further incentive for long-term company performance.

Negatives

  • A reduction in direct common stock holdings, albeit for tax purposes, represents a slight decrease in the executive's direct equity stake.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Minimal direct impact as the transaction is routine for tax purposes and the executive retains significant holdings. It provides transparency regarding insider ownership changes.
  • Employees: No direct impact.
  • Customers: No direct impact.
  • Suppliers: No direct impact.
  • Creditors: No direct impact.

Next Steps

  • Continued vesting of Stock Appreciation Rights according to the established schedule (34% on first anniversary, 67% on second, 100% on third anniversary of grant dates).

Key Dates

DateDescription
2024-02-23Grant date for 969 Stock Appreciation Rights with an exercise price of $154.20.
2025-02-23Grant date for 2,983 Stock Appreciation Rights with an exercise price of $168.47.
2025-07-11Date of common stock disposition by Brooke Lang.
2025-07-15Date the Form 4 was filed.
2033-02-23Expiration date for Stock Appreciation Rights granted on February 23, 2024.
2034-02-23Expiration date for Stock Appreciation Rights granted on February 23, 2025.

Keywords

Regal Rexnord, RRX, SEC Form 4, insider transaction, stock disposition, executive compensation, Brooke Lang, stock appreciation rights, SARs, beneficial ownership, tax liability

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