RBC Bearings director granted stock and options
RBC Bearings director Steven H. Kaplan reported new equity awards and updated holdings.
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Form Type
4
Rhea-AI Filing Summary
RBC Bearings director Steven H. Kaplan reported new equity awards and updated holdings. He received a grant of 344 shares of Common Stock at $0.0000 per share, increasing his direct restricted stock holdings to 1,728 shares, which vest in tranches between 2026 and 2029.
He was also granted options to purchase 647 shares of Common Stock at an exercise price of $565.2200 per share, vesting 1/5 annually from 2027 through 2031. The filing lists multiple additional option grants with exercise prices between $137.4400 and $365.8700, expiring from 2027 to 2032. No open‑market buys or sells were reported; activity reflects compensation-related grants and existing option positions.
Insider Trade Summary
Grant/Award: 991 shares
Grant/Award
8 txns
Insider
Kaplan Steven H.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Option to Purchase Common Stock | 647 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 344 | $0.00 | $0.00 |
| holding | Option to Purchase Common Stock | -- | -- | -- |
| holding | Option to Purchase Common Stock | -- | -- | -- |
| holding | Option to Purchase Common Stock | -- | -- | -- |
| holding | Option to Purchase Common Stock | -- | -- | -- |
| holding | Option to Purchase Common Stock | -- | -- | -- |
| holding | Option to Purchase Common Stock | -- | -- | -- |
Holdings After Transaction:
Option to Purchase Common Stock — 5,983 contracts for 5,336 underlying shares (Direct);
Common Stock — 1,728 shares (Direct)
Footnotes (7)
- F1. Consists of 1,728 shares of restricted stock, which vest according to the following schedule; 400 shares that vest on 6/5/2026; 452 shares 1/2 of which vest on 5/29/2026 and 1/2 vest on 5/29/2027; 532 shares 1/3 of which vest on 5/30/2026, 1/3 vest on 5/30/2027 and 1/3 vest on 5/30/2028; and 344 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.
- F2. These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027, 1/5 vest on 5/19/2028, 1/5 vest on 5/19/2029, 1/5 vest on 5/19/2030 and 1/5 vest on 5/19/2031.
- F3. All these options to purchase Common Stock are exerciseable except for 200 options that vest on 6/3/2026.
- F4. All these options to purchase Common Stock are exerciseable except for 400 options that are subject to the following vesting schedule - 1/2 vest on 6/6/2026 and 1/2 vest on 6/6/2027.
- F5. All these options to purchase Common Stock are exerciseable except for 600 options that are subject to the following vesting schedule - 1/3 vest on 6/5/2026, 1/3 vest on 6/5/2027 and 1/3 vest on 6/5/2028.
- F6. All these options to purchase Common Stock are exerciseable except for 779 that are subject to the following vesting schedule - 1/4 vest on 5/29/2026, 1/4 vest on 5/29/2027, 1/4 vest on 5/29/2028 and 1/4 vest on 5/29/2029.
- F7. These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/30/2026, 1/5 vest on 5/30/2027, 1/5 vest on 5/30/2028, 1/5 vest on 5/30/2029 and 1/5 vest on 5/30/2030.
Key Figures
Restricted stock grant: 344 shares
Restricted stock holdings: 1,728 shares
New option grant size: 647 shares
+4 more
7 metrics
Restricted stock grant
344 shares
Common Stock granted at $0.0000 per share
Restricted stock holdings
1,728 shares
Restricted Common Stock after grant, vesting 2026–2029
New option grant size
647 shares
Options to purchase Common Stock granted
New option exercise price
$565.2200 per share
Exercise price for 647-share option grant
New option expiration
May 19, 2033
Expiration date of 647-share option grant
Other option exercise prices
$137.4400–$365.8700
Range of exercise prices for existing options
Existing option sizes
400–1,000 shares
Underlying shares per existing option grant
Key Terms
restricted stock, vesting schedule, Option to Purchase Common Stock, exercise price, +1 more
5 terms
restricted stock financial
"Consists of 1,728 shares of restricted stock, which vest according to the following schedule"
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.
vesting schedule financial
"which vest according to the following schedule; 400 shares that vest on 6/5/2026"
A vesting schedule is a timeline that determines when someone gains full ownership of certain benefits, such as company stock or retirement contributions. Think of it like earning the right to own a gift gradually over time, rather than receiving it all at once. It matters to investors because it affects when they can fully access or sell these benefits, influencing their financial planning and decision-making.
Option to Purchase Common Stock financial
"These options to purchase Common Stock are subject to the following vesting schedule"
exercise price financial
"exercisePrice": "365.8700""
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.
expiration date financial
"expiration_date": "2033-05-19T00:00:00.000Z""
The expiration date is the deadline after which a financial contract, such as an option or a futures agreement, is no longer valid or can be exercised. It matters to investors because it determines the timeframe during which they can take action or benefit from the contract, similar to how a coupon or a food item has a limited period of usefulness. Once the expiration date passes, the contract loses its value or ability to be used.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did RBC (RBC) director Steven H. Kaplan receive in this Form 4?
He received a grant of 344 shares of Common Stock and options for 647 shares. These awards are compensation-related and add to his existing restricted stock and stock option holdings in RBC Bearings.
Were there any open-market stock purchases or sales in this RBC (RBC) Form 4?
No open-market purchases or sales were reported. The filing shows compensation-related grants of restricted stock and stock options, plus updated holdings and vesting schedules, rather than discretionary buying or selling in the market.
What are the key terms of the new RBC (RBC) stock option grant?
Kaplan received options for 647 shares of Common Stock at an exercise price of $565.2200. These options vest in five equal annual installments from May 19, 2027, through May 19, 2031, and expire on May 19, 2033.
What other stock options are outstanding for Steven H. Kaplan at RBC (RBC)?
He holds several option positions with exercise prices from $137.4400 to $365.8700, covering underlying shares ranging from 400 to 1,000. These options expire between 2027 and 2032, with portions already exercisable and remaining parts vesting over future dates.
Does this RBC (RBC) Form 4 indicate any major change in Kaplan’s ownership?
The filing mainly reflects routine director compensation grants and updated vesting details. It increases his restricted stock and option holdings but does not show large discretionary market trades or a major reduction in his overall equity position.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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