Ralliant (RAL) Form 4: CEO awarded RSUs and $43.50 options after Fortive separation
Rhea-AI Filing Summary
Tamara S. Newcombe, President and CEO and director of Ralliant Corporation (RAL), received equity awards on 08/15/2025 tied to the company’s spin-off from Fortive. The Form 4 reports grants of 23,342, 21,969 and 10,985 restricted stock units (RSUs) payable one-for-one in common stock, and two employee stock option awards exercisable at $43.50 with underlying shares of 54,563 and 72,377, respectively. The reported beneficial ownership totals after the transactions are 181,117, 203,086 and 214,071 shares on separate report lines. The filing explains that 8,891 shares were received as a dividend related to the Separation from Fortive and 148,884 RSUs were converted from Fortive unvested RSUs. Option vesting schedules are disclosed: one option grant vests 50% after one year then 25% annually; the other vests 50% on each of the third and fourth anniversaries. The form is signed by an attorney-in-fact on 08/18/2025.
Positive
- Clear disclosure of equity awards and conversions tied to the Separation from Fortive
- RSUs payable one-for-one in common stock with specified amounts (23,342; 21,969; 10,985)
- Conversion of 148,884 unvested Fortive RSUs into Ralliant RSUs and 8,891 dividend shares explicitly reported
- Two option grants disclosed with exercise price of $43.50 and detailed vesting schedules
Negative
- None.
Insights
TL;DR: Insider received substantial equity awards and converted Fortive RSUs after the separation; disclosed option strike is $43.50.
The filing documents significant equity compensation to the CEO/director tied to the corporate separation from Fortive. The conversion of 148,884 Fortive RSUs into Ralliant RSUs and the receipt of 8,891 dividend shares materially explain the reported ownership increases. Two option grants with a $43.50 exercise price cover 54,563 and 72,377 underlying shares with multi-year vesting schedules, which will dilute outstanding equity only as they vest and are exercised. The disclosure is transparent on amounts, exercise price, and vesting timing but does not provide aggregate outstanding share count for context.
TL;DR: Executive compensation via RSUs and options was disclosed clearly and tied to the Separation; vesting schedules are explicit.
The Form 4 appropriately reports time-based RSU awards and option grants for the reporting person, including conversion of Fortive awards and a dividend distribution related to the Separation. Vesting schedules are specified for each option grant, enabling assessment of when ownership may vest. The filing shows individual reporting compliance and includes an attorney-in-fact signature, indicating procedural completion of Section 16 reporting requirements.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Employee Stock Option (Right to Buy) | 54,563 | $0.00 | -- |
| Grant/Award | Employee Stock Option (Right to Buy) | 72,377 | $0.00 | -- |
| Grant/Award | Common Stock | 23,342 | $0.00 | -- |
| Grant/Award | Common Stock | 21,969 | $0.00 | -- |
| Grant/Award | Common Stock | 10,985 | $0.00 | -- |
Footnotes (1)
- Award of restricted stock units ("RSUs") pursuant to the Ralliant Corporation 2025 Stock Incentive Plan and subject to time-based vesting provisions. RSUs are payable in shares of common stock on a one-to-one basis. Amount includes 8,891 shares of Issuer common stock received as a dividend in connection with the separation (the "Separation") of the Issuer from Fortive Corporation ("Fortive") and 148,884 RSUs that were converted from unvested RSUs previously issued by Fortive and were received by the Reporting Person in connection with the Separation. 50% of the options vest on the first anniversary of the grant date and 25% of the options vest on each of the second and third anniversaries of the grant date. 50% of the options vest on each of the third and fourth anniversaries of the grant date.
