STOCK TITAN

RBC Bearings (RBC) COO has shares withheld to cover tax on vesting awards

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

RBC Bearings INC director and executive Daniel A. Bergeron reported routine share dispositions related to tax withholding, not open-market trading. On May 28, 2026, the company withheld 741 shares of Common Stock at $577.42 per share to cover tax liabilities on vesting restricted stock. On May 23, 2026, it similarly withheld 1,041 shares at $559.95 per share.

After these transactions, Bergeron directly owned 115,454 shares of Common Stock. He also held options to purchase Common Stock with a $199.16 exercise price covering 7,000 underlying shares, expiring on June 3, 2028, and footnotes indicate additional restricted stock scheduled to vest over several future dates.

Positive

  • None.

Negative

  • None.

Insights

Routine tax withholding on equity awards; no open-market trades.

The Form 4 shows RBC Bearings INC executive Daniel A. Bergeron had 1,782 shares of Common Stock withheld by the company to satisfy tax obligations tied to restricted stock vesting. Code F transactions like these are mechanical and do not represent discretionary buying or selling.

Following the withholdings, Bergeron still directly held 115,454 shares, plus options with a $199.16 exercise price over 7,000 shares expiring in 2028. Footnotes also describe sizable restricted stock that will vest on specified future dates, underscoring a continuing equity stake aligned with the company’s performance.

Insider BERGERON DANIEL A
Role Vice President and COO
Type Security Shares Price Value
Tax Withholding Common Stock 741 $577.42 $428K
Tax Withholding Common Stock 1,041 $559.95 $583K
holding Option to Purchase Common Stock -- -- --
Holdings After Transaction: Common Stock — 115,454 shares (Direct, null); Option to Purchase Common Stock — 7,000 shares (Direct, null)
Footnotes (1)
  1. Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock. Includes 14,289 shares of restricted stock, which vest according to the following schedule; 3,516 shares that vest on 6/1/2026; 2,245 shares that vest on 5/23/2027; 4,791 shares 1/3 of which vest on 5/28/2026, 1/3 vest on 5/28/2027 and 1/3 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. Includes 12,692 shares of restricted stock, which vest according to the following schedule; 3,516 shares that vest on 6/1/2026; 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. All these options to purchase Common Stock are exerciseable except for 7,000 options that vest on 6/3/2026.
Tax-withheld shares May 28, 2026 741 shares at $577.42 Common Stock withheld to cover tax on vesting
Tax-withheld shares May 23, 2026 1,041 shares at $559.95 Common Stock withheld to cover tax on vesting
Total tax-withheld shares 1,782 shares Sum of F-code tax-withholding dispositions
Shares held after May 28, 2026 115,454 shares Direct Common Stock ownership following withholdings
Option exercise price $199.16 per share Option to Purchase Common Stock
Option underlying shares 7,000 shares Common Stock subject to options expiring June 3, 2028
tax-withholding disposition financial
"transaction_action: "tax-withholding disposition""
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.
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.
Option to Purchase Common Stock financial
"security_title: "Option to Purchase Common Stock""
exercise price financial
"conversion_or_exercise_price: "199.1600""
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.
vesting financial
"which vest according to the following schedule; 3,516 shares that vest on 6/1/2026"
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.
SEC Form 4
FORM 4UNITED 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)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Vice President and COO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock05/23/2026F1,041(1)D$559.95116,195(2)D
Common Stock05/28/2026F741(1)D$577.42115,454(3)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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Option to Purchase Common Stock$199.1606/03/2022(4)06/03/2028Common Stock7,0007,000D
Explanation of Responses:
1. Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock.
2. Includes 14,289 shares of restricted stock, which vest according to the following schedule; 3,516 shares that vest on 6/1/2026; 2,245 shares that vest on 5/23/2027; 4,791 shares 1/3 of which vest on 5/28/2026, 1/3 vest on 5/28/2027 and 1/3 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.
3. Includes 12,692 shares of restricted stock, which vest according to the following schedule; 3,516 shares that vest on 6/1/2026; 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.
4. All these options to purchase Common Stock are exerciseable except for 7,000 options that vest on 6/3/2026.
Remarks:
/s/John J. Feeney/attorney in fact05/28/2026
** Signature of Reporting PersonDate
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)

FAQ

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

RBC Bearings INC reported tax-withholding share dispositions for Daniel A. Bergeron. The company withheld 1,782 Common Stock shares in total to cover tax liabilities on vesting restricted stock, while Bergeron retained over 115,000 directly held shares plus stock options and additional restricted stock.

Were the recent RBC (RBC) insider transactions open-market sales?

No, the Form 4 shows no open-market sales. Both reported transactions use code F, meaning shares were withheld by the company to pay tax liabilities on restricted stock vesting. These are administrative equity-compensation events, not discretionary stock sales by the executive.

How many RBC (RBC) shares does Daniel A. Bergeron hold after these transactions?

After the tax-withholding entries, Bergeron directly holds 115,454 RBC shares. This figure reflects his remaining Common Stock position following the 741 and 1,041 shares withheld for taxes and indicates a substantial ongoing ownership stake in the company.

What stock options does Daniel A. Bergeron have at RBC (RBC)?

Bergeron holds options with a $199.16 exercise price on 7,000 underlying RBC Common Stock shares, expiring June 3, 2028. Footnotes state that all options are exercisable except 7,000 that vest on June 3, 2026, highlighting additional future equity exposure.

What do the restricted stock footnotes mean in the RBC (RBC) Form 4?

The footnotes describe restricted stock that vests on set future dates. They detail thousands of shares of restricted stock for Bergeron, with portions vesting between 2026 and 2029, indicating ongoing equity-based compensation that could increase his freely tradable shareholdings over time.