Regal Rexnord (RRX) EVP uses 131 shares to cover taxes
Rhea-AI Filing Summary
REGAL REXNORD CORP (RRX) reported an insider Form 4 for Executive Vice President and President, Industrial Powertrain Solutions, Mark Klossner. On 2026-08-14, 131 shares of common stock were delivered or withheld at $170.58 per share to pay an exercise price or tax liability, leaving 6,468.69 common shares held directly.
Klossner also reports derivative holdings. These include Stock Appreciation Rights over 1,014 underlying common shares at an exercise price of $168.47, expiring 2034-02-23, with vesting at 34%, 67% and 100% on the first three anniversaries of grant. In addition, he holds stock options currently exercisable in full over 689 shares at $78.76, 829 shares at $134.50 and 1,719 shares at $102.01. The Rule 10b5-1 checkbox was not marked as affirming a trading plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 131 shares
Net Sell
5 txns
Insider
Klossner Mark
Role
EVP and Pres. IPS*
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 131 | $170.58 | $22K |
| holding | Stock Appreciation Rights F1 | -- | -- | -- |
| holding | Stock Options F2 | -- | -- | -- |
| holding | Stock Option F2 | -- | -- | -- |
| holding | Stock Option F2 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 6,468.69 shares (Direct);
Stock Appreciation Rights — 1,014 shares (Direct);
Stock Options — 689 shares (Direct);
Stock Option — 2,548 shares (Direct)
Footnotes (2)
- F1. The Stock Appreciation Rights vest and become exercisable 34% on the first anniversary, 67% on the second anniversary and 100% on the third anniversary of the date of the grant.
- F2. This option is currently exercisable in full.
Key Figures
Shares delivered/withheld: 131 shares
F-transaction price: $170.58 per share
Common shares after transaction: 6,468.69 shares
+5 more
8 metrics
Shares delivered/withheld
131 shares
Common stock used for payment of exercise price or tax liability on 2026-08-14
F-transaction price
$170.58 per share
Price applied to the 131-share code F disposition of common stock
Common shares after transaction
6,468.69 shares
Direct RRX common stock holdings following the 2026-08-14 transaction
SAR underlying shares
1,014 shares
Underlying common shares for Stock Appreciation Rights at $168.47, expiring 2034-02-23
SAR exercise price
$168.47
Exercise price of Stock Appreciation Rights over 1,014 underlying shares
Option strike price
$78.76
Exercise price for options over 689 underlying RRX common shares
Option strike price
$134.50
Exercise price for options over 829 underlying RRX common shares
Option strike price
$102.01
Exercise price for options over 1,719 underlying RRX common shares
Key Terms
Stock Appreciation Rights, exercise price, Rule 10b5-1
3 terms
Stock Appreciation Rights financial
"The Stock Appreciation Rights vest and become exercisable 34% on the first anniversary"
Stock appreciation rights (SARs) are a form of employee compensation that give the holder the right to receive the increase in a company's stock price over a set baseline, paid in cash or shares, without having to buy the stock. For investors, SARs matter because they can create future cash outflows or share dilution and signal how a company rewards and motivates executives — similar to giving a bonus tied directly to how well the company’s stock performs.
exercise price financial
"Payment of exercise price or tax liability by delivering or withholding securities"
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.
Rule 10b5-1 regulatory
"The Rule 10b5-1 checkbox was not marked as affirming a trading plan"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
FAQ
What insider transaction did RRX executive Mark Klossner report on this Form 4?
Mark Klossner reported that 131 shares of REGAL REXNORD CORP common stock were delivered or withheld at $170.58 per share on 2026-08-14 to pay an exercise price or tax liability, a non-market disposition coded as transaction type F.
What stock appreciation rights does Mark Klossner hold in RRX?
Klossner holds Stock Appreciation Rights over 1,014 underlying RRX common shares at an exercise price of $168.47, expiring 2034-02-23. These rights vest 34%, 67% and 100% on the first three anniversaries of the grant date.
What stock option positions does Mark Klossner report for REGAL REXNORD (RRX)?
He reports options currently exercisable in full over 689 underlying shares at $78.76, 829 shares at $134.50, and 1,719 shares at $102.01. These derivative holdings provide additional potential exposure to RRX common stock.
Were Mark Klossner’s RRX transactions reported under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox, which affirms trades under a Rule 10b5-1 plan, was not marked as true. There is no accompanying footnote indicating that the 2026-08-14 transaction occurred pursuant to such a pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
