STOCK TITAN

Regal Rexnord (NYSE: RRX) EVP, 10% owner credited dividend-equivalent RSUs

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

REGAL REXNORD CORP Executive Vice President Jerrald R. Morton reported an acquisition of 12.3830 shares of common stock at $211.2000 per share, increasing his direct holdings to 16818.6180 shares. According to the disclosure, these represent additional restricted stock units credited through a dividend equivalent reinvestment tied to a quarterly dividend.

Morton also reports outstanding stock appreciation rights linked to 5171.0000 and 5304.0000 underlying common shares, with exercise prices of $168.4700 and $154.2000, expiring on 2034-02-23 and 2033-02-23.

Positive

  • None.

Negative

  • None.
Insider Morton Jerrald R
Role Executive Vice President
Type Security Shares Price Value
Grant/Award Common Stock F1 12.383 $211.20 $3K
holding Stock Appreciation Rights F2 -- -- --
holding Stock Appreciation Rights F2 -- -- --
Holdings After Transaction: Common Stock — 16,818.618 shares (Direct); Stock Appreciation Rights — 10,475 shares (Direct)
Footnotes (2)
  1. F1. Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable.
  2. F2. 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.
RSU dividend credit 12.3830 shares Additional restricted stock units credited at $211.2000 per share
Post-transaction common shares 16818.6180 shares Morton’s direct Regal Rexnord common stock holdings after the acquisition
RSU reference price $211.2000 per share Price per share used for the 12.3830 restricted stock units
SAR underlying shares (1) 5171.0000 shares Underlying common stock for SARs at $168.4700, expiring 2034-02-23
SAR exercise price (1) $168.4700 Exercise price for 5171.0000 underlying SAR shares
SAR underlying shares (2) 5304.0000 shares Underlying common stock for SARs at $154.2000, expiring 2033-02-23
SAR exercise price (2) $154.2000 Exercise price for 5304.0000 underlying SAR shares
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.
restricted stock units financial
"Represents additional restricted stock units credited to the reporting person under the dividend equivalent..."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
dividend equivalent reinvestment provision financial
"credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding..."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
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*
Morton Jerrald R

(Last)(First)(Middle)
111 WEST MICHIGAN STREET

(Street)
MILWAUKEE WISCONSIN 53203

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
REGAL REXNORD CORP [ RRX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Executive Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/14/2026
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 Stock07/14/2026A12.383A(1)$211.216,818.618D
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
Stock Appreciation Rights$154.202/23/2024(2)02/23/2033Common Stock5,3045,304D
Stock Appreciation Rights$168.4702/23/2025(2)02/23/2034Common Stock5,1715,171D
Explanation of Responses:
1. Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards as a result of a quarterly dividend payment. The additional restricted stock units resulting from the dividend equivalent reinvestment are subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards to which they are attributable.
2. 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.
Remarks:
/s/ Molly Johnson, as Power of Attorney07/16/2026
** 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)