Ralliant legal chief acquires 1.5 phantom shares
The phantom shares reflect notional dividend accruals and settle in Ralliant common stock on a one-to-one basis.
Rhea-AI Filing Summary
Ralliant Corp (RAL) SVP - Chief Legal Officer Jonathon E. Boatman acquired 1.5 phantom shares on September 23, 2026, through notional dividend accruals in the Executive Deferred Incentive Program Stock Fund. The notional shares settle in common stock on a one-to-one basis; his reported Stock Fund position after the accrual was 2,073.8 phantom shares. No Rule 10b5-1 plan is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 1.5 shares
Grant/Award
1 txn
Insider
Boatman Jonathon E.
Role
SVP - Chief Legal Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Executive Deferred Incentive Program - Ralliant Stock Fund F1, F2, F3 | 1.5 | $69.99 | $104.98 |
Holdings After Transaction:
Executive Deferred Incentive Program - Ralliant Stock Fund — 2,073.8 contracts (Direct)
Footnotes (3)
- F1. The reported securities are notional dividend accruals on phantom shares in the Issuer stock fund (the "EDIP Stock Fund") under the Issuer's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which closing price is shown in Table II, Column 8.
- F2. The notional shares settle in shares of the Issuer's common stock on a one-to-one basis.
- F3. The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least five years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock.
Key Figures
Phantom shares acquired: 1.5 phantom shares
EDIP Stock Fund position after transaction: 2,073.8 phantom shares
Settlement ratio: 1:1
+2 more
5 metrics
Phantom shares acquired
1.5 phantom shares
Notional dividend accrual on September 23, 2026
EDIP Stock Fund position after transaction
2,073.8 phantom shares
Reported following the September 23, 2026 accrual
Settlement ratio
1:1
Notional shares settle in Ralliant common stock
Vesting of voluntary contributions
100%
Immediately
Vesting of issuer contributions
One-tenth per year
Following five years of participation, if earlier than the stated death or retirement vesting events
Key Terms
phantom shares, notional dividend accruals, Executive Deferred Incentive Program, EDIP Stock Fund
4 terms
notional dividend accruals financial
"number of phantom shares accrued as a result of such notional dividend accruals"
Executive Deferred Incentive Program financial
"Issuer's Executive Deferred Incentive Program"
EDIP Stock Fund financial
"contributions to the EDIP Stock Fund"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How do Ralliant's EDIP Stock Fund contributions vest?
Voluntary contributions vest immediately. Issuer contributions vest 100% upon the earlier of the reporting person's death or retirement after at least five years of service and reaching age 55, or, if earlier, at one-tenth per year of participation following five years of participation.
Was Jonathon E. Boatman's RAL transaction made under a Rule 10b5-1 plan?
No Rule 10b5-1 plan is reported for the transaction.
AI-generated analysis. How Rhea-AI works. Not financial advice.