Regal Rexnord EVP sells 9,390 company shares
Regal Rexnord Corp EVP and Pres.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Regal Rexnord Corp EVP and Pres. IPS Jerrald R. Morton reported an open-market sale of 9,390 shares of Common Stock at $209.13 per share. After this transaction, he directly holds 16,806.235 Common Stock shares.
Morton also holds Stock Appreciation Rights tied to 5,171 underlying Common Stock shares at a $168.47 exercise price expiring on February 23, 2034, and to 5,304 underlying shares at a $154.20 exercise price expiring on February 23, 2033. These awards vest in stages over three years from their grant dates.
Insider Trade Summary
Net Seller: 9,390 shares
Net Sell
3 txns
Insider
Morton Jerrald R
Role
EVP and Pres. IPS*
Sold
9,390 shs ($1.96M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 9,390 | $209.13 | $1.96M |
| holding | Stock Appreciation Rights | -- | -- | -- |
| holding | Stock Appreciation Rights | -- | -- | -- |
Holdings After Transaction:
Common Stock — 16,806.235 shares (Direct);
Stock Appreciation Rights — 10,475 contracts (Direct)
Footnotes (1)
- 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.
Key Figures
Shares sold: 9,390 shares
Sale price: $209.13 per share
Shares held after sale: 16,806.235 shares
+4 more
7 metrics
Shares sold
9,390 shares
Open-market sale of Common Stock on May 14, 2026
Sale price
$209.13 per share
Price for 9,390 Common Stock shares sold
Shares held after sale
16,806.235 shares
Direct Common Stock ownership following transaction
SAR exercise price
$168.47
Stock Appreciation Rights expiring February 23, 2034
Underlying shares (SAR 2034)
5,171 shares
Underlying Common Stock for SAR expiring 2034
SAR exercise price
$154.20
Stock Appreciation Rights expiring February 23, 2033
Underlying shares (SAR 2033)
5,304 shares
Underlying Common Stock for SAR expiring 2033
Key Terms
Stock Appreciation Rights, open-market sale, underlying security, expiration date, +1 more
5 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.
open-market sale financial
"transaction_action: open-market sale"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
underlying security financial
"underlying_security_title: Common Stock, underlying_security_shares: 5171.0000"
expiration date financial
"expiration_date: 2034-02-23T00:00:00.000Z"
The expiration date is the deadline after which a financial contract, such as an option or a futures agreement, is no longer valid or can be exercised. It matters to investors because it determines the timeframe during which they can take action or benefit from the contract, similar to how a coupon or a food item has a limited period of usefulness. Once the expiration date passes, the contract loses its value or ability to be used.
exercise price financial
"conversion_or_exercise_price: 168.4700"
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Regal Rexnord (RRX) report for Jerrald R. Morton?
Jerrald R. Morton reported selling 9,390 Regal Rexnord shares. The EVP and President of IPS completed an open-market sale of Common Stock at $209.13 per share, as disclosed in a Form 4 insider trading report.
What Stock Appreciation Rights does Jerrald R. Morton hold in Regal Rexnord (RRX)?
Morton holds two Stock Appreciation Rights awards linked to Regal Rexnord shares. One covers 5,171 underlying shares at a $168.47 exercise price, expiring February 23, 2034; another covers 5,304 underlying shares at $154.20, expiring February 23, 2033.
How do Jerrald R. Morton’s Stock Appreciation Rights vest at Regal Rexnord (RRX)?
The Stock Appreciation Rights vest over three years from grant. They become exercisable 34% on the first anniversary, 67% on the second anniversary, and 100% on the third anniversary of the respective grant dates, according to the disclosed footnote.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates