RBC Bearings VP shares withheld for taxes
RBC Bearings executive Richard J. Edwards reported routine tax-related share dispositions.
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Form Type
4
Rhea-AI Filing Summary
RBC Bearings executive Richard J. Edwards reported routine tax-related share dispositions. On June 3 and June 1, 2026, a total of 455 shares of common stock were withheld by the company to cover tax liabilities tied to vesting of restricted stock, at prices of $578.34 and $571.96 per share. These are not open-market sales. Following these withholdings, Edwards directly owns 10,498 shares of common stock and holds several option grants to purchase additional shares at exercise prices between $199.10 and $565.22 per share with expirations from 2028 to 2033.
Insider Trade Summary
Exercise Price or Tax Liability: 455 shares
Exercise Price or Tax Liability
8 txns
Insider
Edwards Richard J
Role
V.P. and General Manager
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 364 | $578.34 | $211K |
| Exercise Price or Tax Liability | Common Stock | 91 | $571.96 | $52K |
| 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 | NQSO 5-28-2025 grant | -- | -- | -- |
| holding | NQSO 5-19-2026 grant | -- | -- | -- |
Holdings After Transaction:
Common Stock — 10,498 shares (Direct);
Option to Purchase Common Stock — 5,400 contracts (Direct);
NQSO 5-28-2025 grant — 1,800 contracts (Direct);
NQSO 5-19-2026 grant — 623 contracts (Direct)
Footnotes (8)
- F1. Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock.
- F2. Includes 2,502 shares of restricted stock, which vest according to the following schedule - 400 shares that vest on 6/3/2026; 800 shares 1/2 of which vest on 6/3/2026 and 1/2 vest on 6/3/2027; 400 shares 1/2 of which vest on 6/1/2027 and 1/2 vest on 6/1/2028; 450 shares 1/3 of which vest on 5/23/2027, 1/3 vest on 5/23/2028 and 1/3 vest on 5/23/2029; 320 shares 1/4 or which vest on 5/28/2027, 1/4 vest on 5/28/2028, 1/4 vest on 5/28/2029 and 1/4 vest on 5/28/2030; and 132 shares 1/5 or which 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. Includes 1,702 shares of restricted stock, which vest according to the following schedule - 400 shares that vest on 6/3/2027; 400 shares 1/2 of which vest on 6/1/2027 and 1/2 vest on 6/1/2028; 450 shares 1/3 of which vest on 5/23/2027, 1/3 vest on 5/23/2028 and 1/3 vest on 5/23/2029; 320 shares 1/4 or which vest on 5/28/2027, 1/4 vest on 5/28/2028, 1/4 vest on 5/28/2029 and 1/4 vest on 5/28/2030; and 132 shares 1/5 or which 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.
- F4. All these options to purchase Common Stock are exerciseable except for 800 options that vest on 6/3/2027.
- F5. All these options to purchase Common Stock are exerciseable except for 800 options that are subject to the following vesting schedule - 1/2 vest on 6/1/2027 and 1/2 vest on 6/1/2028.
- F6. All these options to purchase Common Stock are exerciseable except for 1,200 options that are subject to the following vesting schedule - 1/3 vest on 5/23/2027, 1/3 vest on 5/23/2028 and 1/3 vest on 5/23/2029.
- F7. All these options to purchase Common Stock are exerciseable except for 1,440 that are subject to the following vesting schedule - 1/4 vest on 5/28/2027, 1/4 vest on 5/28/2028, 1/4 vest on 5/28/2029 and 1/4 vest on 5/28/2030.
- F8. 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.
Key Figures
Tax-withheld shares June 3, 2026: 364 shares at $578.34
Tax-withheld shares June 1, 2026: 91 shares at $571.96
Total tax-withheld shares: 455 shares
+5 more
8 metrics
Tax-withheld shares June 3, 2026
364 shares at $578.34
Common stock withheld for tax liability
Tax-withheld shares June 1, 2026
91 shares at $571.96
Common stock withheld for tax liability
Total tax-withheld shares
455 shares
Aggregate F-code dispositions in this filing
Shares owned after transactions
10,498 shares
Direct common stock holdings following June 3, 2026
NQSO exercise price
$565.22 per share
NQSO 5-19-2026 grant, 623 underlying common shares
Option exercise price
$364.96 per share
NQSO 5-28-2025 grant, 1,800 underlying shares
Option exercise price
$292.85 per share
Option to purchase common stock, 1,600 underlying shares
Lowest option exercise price
$199.10–$199.51 per share
Multiple options on common stock expiring 2028–2030
Key Terms
restricted stock, NQSO, options to purchase Common Stock, vesting schedule, +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.
NQSO financial
"NQSO 5-19-2026 grant with an exercise price of $565.2200 per share."
options to purchase Common Stock financial
"All these options to purchase Common Stock are exerciseable except for 800 options that vest on 6/3/2027."
vesting schedule financial
"These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027 and annually thereafter."
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.
tax liability financial
"Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did RBC Bearings (RBC) insider Richard J. Edwards report in this Form 4?
Richard J. Edwards reported that company shares were withheld to pay tax liabilities from restricted stock vesting. The filing shows tax-related dispositions only, not open-market buying or selling, and updates his direct share and option holdings in RBC Bearings common stock.
What stock options for RBC Bearings (RBC) does Richard J. Edwards hold?
He holds several option grants on RBC Bearings common stock, including a non-qualified option for 623 underlying shares at $565.22 and another for 1,800 underlying shares at $364.96, plus additional options with exercise prices from $199.10 to $292.85 expiring between 2028 and 2033.
Are the RBC Bearings (RBC) insider transactions open-market sales or routine tax withholding?
They are routine tax-withholding dispositions. Code F and the footnote explain the company withheld shares to pay tax liabilities from restricted stock vesting, meaning the executive did not execute discretionary open-market sales of RBC Bearings common stock in this Form 4.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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