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Regal Rexnord (NYSE: RRX) EVP granted RSUs and withholds shares for tax

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Regal Rexnord Corp executive Jerrald R. Morton reported equity compensation and related tax withholding. He received a grant of 2,566 Restricted Stock Units at no cost, which vest 34% on the first anniversary, 33% on the second, and 33% on the third anniversary of the grant date.

To cover tax obligations, 412 shares of common stock were disposed of at $218.21 per share through a tax-withholding transaction, rather than an open-market sale. After these transactions, he directly held 26,183.762 shares of common stock. The filing also reports holdings of Stock Appreciation Rights with vesting over three years on a 34%, 67%, and 100% schedule.

Positive

  • None.

Negative

  • None.
Insider Morton Jerrald R
Role EVP and Pres. IPS*
Type Security Shares Price Value
Grant/Award Common Stock 2,566 $0.00 --
Tax Withholding Common Stock 412 $218.21 $90K
holding Stock Appreciation Rights -- -- --
holding Stock Appreciation Rights -- -- --
Holdings After Transaction: Common Stock — 26,595.762 shares (Direct); Stock Appreciation Rights — 5,304 shares (Direct)
Footnotes (1)
  1. Restricted Stock Units ("RSUs") granted to the reporting person. The RSUs vest 34% on the first anniversary, 33% on the second anniversary and 33% on the third anniversary of the date of the grant. 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.
SEC Form 4
FORM 4 UNITED 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 WI 53203

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
REGAL REXNORD CORP [ RRX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP and Pres. IPS*
3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/23/2026 A 2,566 A(1) $0 26,595.762 D
Common Stock 02/23/2026 F 412 D $218.21 26,183.762 D
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Appreciation Rights $154.2 02/23/2024(2) 02/23/2033 Common Stock 5,304 5,304 D
Stock Appreciation Rights $168.47 02/23/2025(2) 02/23/2034 Common Stock 5,171 5,171 D
Explanation of Responses:
1. Restricted Stock Units ("RSUs") granted to the reporting person. The RSUs vest 34% on the first anniversary, 33% on the second anniversary and 33% on the third anniversary of the date of the grant.
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:
*Executive Vice President and President, Industrial Powertrain Solutions
/s/ Molly Johnson, as Power of Attorney 02/25/2026
** Signature of Reporting Person Date
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.

FAQ

What equity award did Regal Rexnord (RRX) executive Jerrald R. Morton receive?

Jerrald R. Morton received a grant of 2,566 Restricted Stock Units. These RSUs vest 34% after one year, 33% after two years, and 33% after three years from the grant date, aligning his compensation with long-term company performance.

How many Regal Rexnord (RRX) shares were used for tax withholding in this Form 4?

A total of 412 Regal Rexnord common shares were disposed of at $218.21 per share for tax withholding. This disposition satisfied tax liabilities associated with Morton's equity compensation rather than representing an open-market sale of shares.

What is Jerrald R. Morton’s Regal Rexnord (RRX) shareholding after the reported transactions?

After the reported equity grant and tax-withholding disposition, Jerrald R. Morton directly holds 26,183.762 shares of Regal Rexnord common stock. This figure reflects his updated ownership position following the Form 4 transactions on the reported grant date.

How do the Restricted Stock Units for Regal Rexnord (RRX) executive Morton vest over time?

Morton’s 2,566 RSUs vest over three years: 34% on the first anniversary, 33% on the second, and 33% on the third. This staged vesting structure encourages continued service and long-term alignment with Regal Rexnord’s performance.

What Stock Appreciation Rights holdings are reported for Regal Rexnord (RRX) executive Morton?

The filing reports Morton's holdings of Stock Appreciation Rights, with tranches vesting 34% after one year, 67% after two years, and 100% after three years. These rights provide value based on share price appreciation over the vesting period.

Is the 412-share Regal Rexnord (RRX) disposition an open-market sale?

No. The 412-share disposition at $218.21 per share is described as a tax-withholding transaction. Shares were delivered to satisfy tax liabilities tied to Morton's equity award, rather than sold on the open market for discretionary portfolio reasons.