Ralliant (RAL) CEO adds EDIP phantom stock units in Form 4 filing
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Ralliant Corp President and CEO Tamara S. Newcombe reported an acquisition of 10.6 notional units in the Executive Deferred Incentive Program Ralliant Stock Fund on June 23, 2026. The units were credited at a reference price of $69.22 per unit and are classified as derivative securities.
Following this notional dividend accrual, her balance in the EDIP Stock Fund rose to 14,692 units, each settling into one share of Ralliant common stock on a one-to-one basis under the program. Vesting and settlement occur according to the plan’s service, age, retirement, and termination provisions.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Newcombe Tamara S.
Role
President and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Executive Deferred Incentive Program - Ralliant Stock Fund | 10.6 | $69.22 | $733.73 |
Holdings After Transaction:
Executive Deferred Incentive Program - Ralliant Stock Fund — 14,692 shares (Direct, null)
Footnotes (1)
- 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. The notional shares settle in shares of the Issuer's common stock on a one-to-one basis. 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 units acquired: 10.6 units
Reference share price: $69.22 per share
Units after transaction: 14,692 units
+2 more
5 metrics
Phantom units acquired
10.6 units
Executive Deferred Incentive Program Stock Fund on June 23, 2026
Reference share price
$69.22 per share
NYSE closing price used for notional dividend accrual
Units after transaction
14,692 units
Total EDIP Stock Fund balance following acquisition
Conversion ratio
1 unit : 1 share
Notional EDIP units settle into common stock one-to-one
Transaction code
A
Grant, award, or other acquisition of derivative securities
Key Terms
Executive Deferred Incentive Program, EDIP Stock Fund, notional dividend accruals, phantom shares, +1 more
5 terms
Executive Deferred Incentive Program financial
"under the Issuer's Executive Deferred Incentive Program (the "EDIP")."
EDIP Stock Fund financial
"phantom shares in the Issuer stock fund (the "EDIP Stock Fund")"
notional dividend accruals financial
"The reported securities are notional dividend accruals on phantom shares"
vested portion financial
"Upon termination of employment, the vested portion of the EDIP Stock Fund"
FAQ
What did Ralliant (RAL) CEO Tamara Newcombe report in this Form 4?
Ralliant CEO Tamara Newcombe reported an acquisition of 10.6 notional units in the Executive Deferred Incentive Program Stock Fund. These represent phantom shares credited as dividend accruals and will ultimately settle in Ralliant common stock under the plan’s terms.
How many EDIP Stock Fund units does the Ralliant (RAL) CEO hold after this transaction?
After the June 23, 2026 transaction, Tamara Newcombe holds 14,692 units in the Executive Deferred Incentive Program Ralliant Stock Fund. Each unit represents a phantom share that is designed to settle into one share of Ralliant common stock upon distribution from the plan.
What is the nature of the Ralliant (RAL) Form 4 transaction reported by the CEO?
The transaction is a grant or award acquisition of derivative securities under the Executive Deferred Incentive Program. It reflects 10.6 phantom shares credited as notional dividend accruals, not an open-market stock purchase or sale, and is recorded as a routine compensation-related event.
What are the key vesting terms for the Ralliant (RAL) CEO’s EDIP Stock Fund units?
The CEO immediately vests in 100% of voluntary contributions to the EDIP Stock Fund. Contributions by Ralliant vest upon death, qualifying retirement after age 55 with sufficient service, or gradually at one-tenth per year after five years of participation, as specified in the program.