STOCK TITAN

Regal Rexnord (RRX) EVP Morton gets dividend-linked stock unit credit

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

Rhea-AI Filing Summary

Regal Rexnord EVP and Pres. IPS* Jerrald R. Morton reported a small equity award tied to dividends rather than market trading. He received 12.473 additional restricted stock units at a reference price of $209.35 per share through a dividend equivalent reinvestment feature on his existing awards.

After this credit, Morton directly holds 26,196.235 shares of common stock. He also holds stock appreciation rights over 5,304 underlying shares at an exercise price of $154.20 and 5,171 underlying shares at $168.47. These rights vest gradually over three years under a scheduled vesting schedule, reflecting ongoing incentive-based compensation rather than open-market buying or selling.

Positive

  • None.

Negative

  • None.
Insider Morton Jerrald R
Role EVP and Pres. IPS*
Type Security Shares Price Value
Grant/Award Common Stock 12.473 $209.35 $3K
holding Stock Appreciation Rights -- -- --
holding Stock Appreciation Rights -- -- --
Holdings After Transaction: Common Stock — 26,196.235 shares (Direct); Stock Appreciation Rights — 5,304 shares (Direct)
Footnotes (1)
  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. 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.
Restricted stock units credited 12.473 shares Dividend equivalent reinvestment on restricted stock unit awards
Reference price per unit $209.35 per share Value used for 12.473 restricted stock units
Common stock held after transaction 26,196.235 shares Direct Regal Rexnord common stock ownership after credit
Stock appreciation rights underlying shares 5,304 shares Underlying common stock at $154.20 exercise price, expiring 2033-02-23
Stock appreciation rights underlying shares 5,171 shares Underlying common stock at $168.47 exercise price, expiring 2034-02-23
SAR vesting schedule 34% / 67% / 100% Vests over first, second, and third anniversaries of grant
restricted stock units financial
"Represents additional restricted stock units credited to the reporting person under the dividend equivalent reinvestment provision"
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 financial
"credited to the reporting person under the dividend equivalent reinvestment provision of the reporting person's outstanding restricted stock unit awards"
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.
vesting financial
"subject to the same terms and conditions, including vesting, as the outstanding restricted stock unit awards"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
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)
EVP and Pres. IPS*
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/14/2026
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 Stock04/14/2026A12.473A(1)$209.3526,196.235D
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:
*Executive Vice President and President, Industrial Powertrain Solutions
/s/ Molly Johnson, as Power of Attorney04/16/2026
** 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)

FAQ

What did Regal Rexnord (RRX) executive Jerrald R. Morton report on this Form 4?

Jerrald R. Morton reported receiving 12.473 additional restricted stock units through dividend equivalent reinvestment. These units were credited at $209.35 per share and increase his direct common stock holdings to 26,196.235 shares, reflecting routine, compensation-related activity rather than open-market trading.

How many Regal Rexnord (RRX) shares does Jerrald R. Morton hold after this transaction?

After the transaction, Jerrald R. Morton holds 26,196.235 shares of Regal Rexnord common stock directly. This total includes the 12.473 additional restricted stock units credited from dividend equivalent reinvestment, which follow the same vesting terms as his existing restricted stock unit awards.

What are the dividend equivalent restricted stock units reported by RRX’s Morton?

The filing shows 12.473 restricted stock units credited via a dividend equivalent reinvestment provision. When Regal Rexnord pays quarterly dividends, Morton’s existing restricted stock unit awards earn additional units that mirror those dividends and vest under the same conditions as the original awards.

What stock appreciation rights does Jerrald R. Morton hold in Regal Rexnord (RRX)?

Morton holds stock appreciation rights tied to 5,304 underlying shares at a $154.20 exercise price and 5,171 underlying shares at $168.47. These derivative awards provide value based on Regal Rexnord’s share price performance over time, separate from his directly owned common stock.

How do Jerrald R. Morton’s stock appreciation rights in RRX vest over time?

The stock appreciation rights vest in stages: 34% on the first anniversary of grant, 67% on the second anniversary, and 100% on the third anniversary. This multi-year vesting schedule is designed to align Morton’s incentives with longer-term Regal Rexnord share performance.

Does this Regal Rexnord (RRX) Form 4 show insider buying or selling on the open market?

The Form 4 does not report open-market buying or selling. Instead, it shows a grant-type acquisition of 12.473 restricted stock units from dividend equivalent reinvestment and confirms existing stock appreciation rights positions, indicating routine compensation-related adjustments rather than discretionary trades.