[Form 4] RBC Bearings Incorporated 5.00% Series A Mandatory Convertible Preferred Stock Insider Trading Activity
Daniel A. Bergeron, Vice President and COO and a director of RBC Bearings Inc., reported option exercises and an open-market sale dated 08/07/2025. He exercised options to acquire 20,743 shares at a $137.44 exercise price and 28,000 shares at a $199.16 exercise price, and he sold 48,743 common shares at $402.7502.
Following these transactions the reporting person beneficially owns 111,134 shares on a direct basis. His holdings include 12,798 restricted shares with vesting through 2028 and option grants of which 7,000 remain unvested until 06/03/2026. The Form 4 lists the exercise prices, the number of shares acquired and sold, and the detailed vesting schedule for restricted stock.
- Options converted into shares at stated exercise prices ($137.44 and $199.16), providing clear transparency of cost basis
- Detailed restricted stock vesting schedule disclosed (12,798 shares with dates through 2028), improving clarity on future dilution and insider alignment
- Post-transaction beneficial ownership disclosed: 111,134 shares direct, giving investors a concrete ownership figure
- Insider sale of 48,743 shares at $402.7502 recorded, representing a notable liquidity event
- Net reduction in direct holdings reflected after transactions (final reported direct ownership 111,134 shares)
Insights
TL;DR: Bergeron exercised options at $137.44 and $199.16, sold 48,743 shares at $402.7502, leaving 111,134 shares beneficially owned.
The report documents option exercises that converted 20,743 and 28,000 option shares into common stock at the specified strike prices, followed by a sale of 48,743 shares at $402.7502. The filing also discloses restricted stock (12,798 shares) with staged vesting and 7,000 options that remain unvested until 06/03/2026. For investors, this is a clear insider liquidity event with the resulting direct ownership level disclosed.
TL;DR: Transparent disclosure of exercises, sale and vesting schedules; documents material insider activity and remaining unvested awards.
The Form 4 provides full disclosure of the mechanics: option-to-equity conversions, a subsequent share disposition, and the detailed vesting timetable for restricted stock and unvested options. These disclosures meet Section 16 requirements and give stakeholders a clear view of the insider's post-transaction holdings and outstanding award vesting obligations.