RBC Bearings VP has 1,630 shares withheld for taxes

RBC Bearings INC director and executive officer Daniel A. Bergeron reported a routine tax-related share disposition.

Rhea-AI Filing Summary

RBC Bearings INC director and executive officer Daniel A. Bergeron reported a routine tax-related share disposition. On the reported date, 1,630 shares of Common Stock were withheld by the company to cover tax liability from vesting of restricted stock, a non-market transaction coded as a tax-withholding disposition. Following this, Bergeron directly holds 113,824 Common Stock shares, which include 9,176 shares of restricted stock that vest in several tranches between May 2027 and May 2029. He also continues to hold an option to purchase 7,000 shares of Common Stock at an exercise price of $199.16 per share, expiring on June 3, 2028.

Insider Trade Summary

Exercise Price or Tax Liability: 1,630 shares

Exercise Price or Tax Liability 2 txns

Insider BERGERON DANIEL A

Role Vice President and COO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	1,630	$571.96	$932K
holding	Option to Purchase Common Stock	--	--	--

Holdings After Transaction: Common Stock — 113,824 shares (Direct); Option to Purchase Common Stock — 7,000 contracts (Direct)

Footnotes (2)

1. F1. Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock.
2. F2. Includes 9,176 shares of restricted stock, which vest according to the following schedule; 2,245 shares that vest on 5/23/2027; 3,194 shares 1/2 of which vest on 5/28/2027 and 1/2 vest on 5/28/2028; and 3,737 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029.

Key Figures

Tax-withheld shares: 1,630 shares Post-transaction holdings: 113,824 shares Restricted stock holdings: 9,176 shares +3 more

6 metrics

Tax-withheld shares 1,630 shares Shares withheld to pay tax on restricted stock vesting

Post-transaction holdings 113,824 shares Common Stock directly held after transaction

Restricted stock holdings 9,176 shares Restricted stock vesting between May 2027 and May 2029

Option exercise price $199.16/share Exercise price for option to purchase Common Stock

Option underlying shares 7,000 shares Common Stock underlying option expiring June 3, 2028

Tax-withholding share price $571.96/share Price per share for 1,630 shares used in tax withholding

Key Terms

restricted stock, tax-withholding disposition, Option to Purchase Common Stock, vesting, +1 more

5 terms

restricted stock financial

"Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock."

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

tax-withholding disposition financial

"transaction_action: tax-withholding disposition, reflecting payment of exercise price or tax liability by delivering securities."

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Option to Purchase Common Stock financial

"security_title: Option to Purchase Common Stock with an exercise price of 199.1600."

vesting financial

"Includes 9,176 shares of restricted stock, which vest according to the following schedule."

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

exercise price financial

"conversion_or_exercise_price: 199.1600 for the option to purchase Common Stock."

The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did RBC (RBC) report for Daniel A. Bergeron?

RBC Bearings reported that Daniel A. Bergeron had 1,630 Common Stock shares withheld to pay tax on restricted stock vesting. This tax-withholding disposition is not an open-market sale and reflects routine handling of equity compensation obligations.

How many RBC (RBC) shares does Daniel A. Bergeron hold after this Form 4?

After the reported transaction, Daniel A. Bergeron directly holds 113,824 shares of RBC Bearings Common Stock. This total includes both unrestricted and restricted shares and shows his continuing sizable equity position in the company following the tax withholding.

What is the nature of the 1,630 RBC (RBC) shares disposed of?

The 1,630 shares were withheld by RBC Bearings to cover Bergeron’s tax liability from vesting restricted stock. According to the footnote, this was a tax-withholding disposition, meaning the shares were not sold on the open market for investment purposes.

What restricted stock awards does Daniel A. Bergeron hold at RBC (RBC)?

Bergeron holds 9,176 restricted stock shares at RBC Bearings. These vest in scheduled tranches during May 2027, May 2028, and May 2029, providing ongoing equity-based compensation that aligns his interests with long-term company performance.

What stock options related to RBC (RBC) does Daniel A. Bergeron retain?

He retains an option to purchase 7,000 RBC Bearings Common Stock shares at an exercise price of $199.16 per share. The option expires on June 3, 2028, giving him multi-year potential upside exposure to the company’s share price.

Was this RBC (RBC) insider transaction an open-market sale or purchase?

No, the filing shows a tax-withholding disposition rather than an open-market trade. Shares were withheld by the company to satisfy tax obligations on vesting restricted stock, so it does not signal an active decision to sell shares in the market.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/05/2026 - 04:18 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

BERGERON DANIEL A

(Last) (First) (Middle)

14 BENTAGRASS LANE

(Street)

NEWTOWN CONNECTICUT 06470

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
RBC Bearings INC [ RBC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Vice President and COO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/01/2026		F		1,630(1)	D	$571.96	113,824(2)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Option to Purchase Common Stock	$199.16							06/03/2022	06/03/2028	Common Stock	7,000		7,000	D

Explanation of Responses:

1. Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock.

2. Includes 9,176 shares of restricted stock, which vest according to the following schedule; 2,245 shares that vest on 5/23/2027; 3,194 shares 1/2 of which vest on 5/28/2027 and 1/2 vest on 5/28/2028; and 3,737 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029.

Remarks:

	/s/John J. Feeney/attorney in fact	06/05/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)