RBC Bearings CFO has 176 shares withheld for taxes
RBC Bearings Inc Vice President and CFO Robert M. Sullivan reported routine share activity related to equity compensation.
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Form Type
4
Rhea-AI Filing Summary
RBC Bearings Inc Vice President and CFO Robert M. Sullivan reported routine share activity related to equity compensation. The company withheld a total of 176 shares of common stock on tax-withholding transactions at prices of $577.42 and $559.95 per share to cover tax liabilities on vesting restricted stock. Following these dispositions, Sullivan directly holds 13,244 shares of common stock, along with multiple outstanding stock option awards with exercise prices ranging from $137.44 to $565.22 per share and expirations between 2027 and 2033.
Insider Trade Summary
Exercise Price or Tax Liability: 176 shares
Exercise Price or Tax Liability
10 txns
Insider
Sullivan Robert M
Role
Vice President and CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 113 | $577.42 | $65K |
| Exercise Price or Tax Liability | Common Stock | 63 | $559.95 | $35K |
| 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 | -- | -- | -- |
| holding | Option to Purchase Common Stock | -- | -- | -- |
| holding | Option to Purchase Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 13,244 shares (Direct);
Option to Purchase Common Stock — 25,506 contracts (Direct)
Footnotes (10)
- F1. Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock.
- F2. Includes 7,393 shares of restricted stock, which vest according to the following schedule - 200 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; 1,800 shares 1/3 of which vest on 6/1/2026, 1/3 vest on 6/1/2027 and 1/3 vest on 6/1/2028; 600 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; 960 shares 1/4 of which vest on 11/5/2026, 1/4 vest on 11/5/2027, 1/4 vest on 11/5/2028 and 1/4 vest on 11/5/2029; 1,800 shares 1/5 or which vest on 5/28/2026, 1/5 vest on 5/28/2027, 1/5 vest on 5/28/2028, 1/5 vest on 5/28/2029 and 1/5 vest on 5/28/2030; and 1,233 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 7,033 shares of restricted stock, which vest according to the following schedule - 200 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; 1,800 shares 1/3 of which vest on 6/1/2026, 1/3 vest on 6/1/2027 and 1/3 vest on 6/1/2028; 600 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; 960 shares 1/4 of which vest on 11/5/2026, 1/4 vest on 11/5/2027, 1/4 vest on 11/5/2028 and 1/4 vest on 11/5/2029; 1,440 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 1,233 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 1,000 options that vest on 6/3/2026.
- F5. All these options to purchase Common Stock are exerciseable except for 1,600 options that are subject to the following vesting schedule - 1/2 vest on 6/3/2026 and 1/2 vest on 6/3/2027.
- F6. All these options to purchase Common Stock are exerciseable except for 3,000 options that are subject to the following vesting schedule - 1/3 vest on 6/1/2026, 1/3 vest on 6/1/2027 and 1/3 vest on 6/1/2028.
- F7. 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.
- F8. All these options to purchase Common Stock are exerciseable except for 1,200 options that vest according to the following schedule: 1/4 vest on 11/5/2026; 1/4 vest on 11/5/2027; 1/4 vest on 11/5/2028 and 1/4 vest on 11/5/2029.
- F9. These options to purchase Common Stock 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.
- F10. 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-withholding shares: 176 shares
Withholding price 1: $577.42 per share
Withholding price 2: $559.95 per share
+5 more
8 metrics
Tax-withholding shares
176 shares
Common stock withheld to cover tax liabilities on vesting
Withholding price 1
$577.42 per share
Tax-withholding disposition of 113 common shares
Withholding price 2
$559.95 per share
Tax-withholding disposition of 63 common shares
Common shares held
13,244 shares
Direct common stock holdings after latest transaction
Highest option exercise price
$565.22 per share
Option to purchase common stock expiring 2033-05-19
Lowest option exercise price
$137.44 per share
Option to purchase common stock expiring 2027-06-02
Largest option grant
5,000 underlying shares
Option with $199.51 exercise price expiring 2030-06-01
Tax-withholding transactions
2 transactions
Code F dispositions for exercise price or tax liability
Key Terms
tax-withholding disposition, restricted stock, vesting schedule, Option to Purchase Common Stock
4 terms
tax-withholding disposition financial
"transaction_action: tax-withholding disposition related to vesting restricted stock"
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
"Includes 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
"shares of restricted stock, which vest according to the following schedule"
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
"security_title: Option to Purchase Common Stock with stated exercise price"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did RBC (RBC) report for its CFO?
RBC Bearings reported that CFO Robert M. Sullivan had 176 common shares withheld to cover tax liabilities on vesting restricted stock. These tax-withholding dispositions used shares valued around $560–$577 each, and do not represent open-market buying or selling activity.
Were the RBC (RBC) insider transactions open-market sales or purchases?
The Form 4 shows no open-market sales or purchases. Instead, 176 shares of common stock were disposed of as tax-withholding to satisfy liabilities from vesting restricted stock, which is a mechanistic compensation-related event rather than a discretionary trade in the open market.
What stock options does the RBC (RBC) CFO still hold?
The CFO holds several option grants to purchase RBC Bearings common stock, with exercise prices from $137.44 to $565.22 per share. These options cover underlying share amounts between 1,500 and 5,000 each and carry expiration dates from 2027 through 2033.
Does the Form 4 suggest any major change in RBC (RBC) insider ownership?
The filing reflects a small number of shares used for tax withholding and does not indicate a major change in insider ownership. Sullivan continues to hold over thirteen thousand common shares plus substantial option positions and restricted stock awards vesting over future years.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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