RBC Bearings INC·4

May 21, 2:35 PM ET

Kaplan Steven H. 4

4 · RBC Bearings INC · Filed May 21, 2026

Research Summary

AI-generated summary of this filing

Updated

RBC Bearings (RBC) Director Steven Kaplan Receives 991-Share Award

What Happened

  • Steven H. Kaplan, a director of RBC Bearings Inc. (RBC), was granted awards on May 19, 2026 totaling 991 shares: 344 shares acquired at $0.00 per share and 647 derivative shares acquired at $0.00 per share. The filing shows no cash paid for these awards (price $0.00).

Key Details

  • Transaction date: 2026-05-19; Form 4 filed: 2026-05-21 (reported within the standard two-business-day window).
  • Grants: 344 shares (direct award) and 647 derivative shares (awarded as a derivative/compensatory instrument).
  • Shares owned after the transaction: Not specified in the Form 4 provided.
  • Notable footnotes:
    • F1: Describes 1,728 shares of restricted stock with detailed vesting tranches, including a 344-share tranche that vests 1/3 on 5/19/2027, 1/3 on 5/19/2028 and 1/3 on 5/19/2029.
    • F2–F7: Describe multiple option vesting schedules for other awards/holdings (various multi-year vesting tranches).
  • No indication in the filing that this was a sale, 10b5-1 plan trade, tax withholding, or late filing.

Context

  • The 647 “derivative” shares likely represent compensatory awards (e.g., restricted stock units or similar) that are subject to vesting and are not immediately freely tradable; F1 confirms a multi-year vesting schedule for restricted stock tranches.
  • These are awards/compensation rather than open-market purchases or insider sales. Such grants are common for directors and reflect compensation arrangements rather than a direct buy or sell signal.

Insider Transaction Report

Form 4
Period: 2026-05-19
Transactions
  • Award

    Common Stock

    [F1]
    2026-05-19+3441,728 total
  • Award

    Option to Purchase Common Stock

    [F2]
    2026-05-19+647647 total
    Exercise: $565.22From: 2027-05-19Exp: 2033-05-19Common Stock (647 underlying)
Holdings
  • Option to Purchase Common Stock

    Exercise: $137.44From: 2024-06-02Exp: 2027-06-02Common Stock (400 underlying)
    400
  • Option to Purchase Common Stock

    [F3]
    Exercise: $199.16From: 2022-06-03Exp: 2028-06-03Common Stock (1,000 underlying)
    1,000
  • Option to Purchase Common Stock

    [F4]
    Exercise: $199.09From: 2023-06-06Exp: 2029-06-06Common Stock (1,000 underlying)
    1,000
  • Option to Purchase Common Stock

    [F5]
    Exercise: $206.19From: 2024-06-05Exp: 2030-06-05Common Stock (1,000 underlying)
    1,000
  • Option to Purchase Common Stock

    [F6]
    Exercise: $287.37From: 2025-05-29Exp: 2031-05-29Common Stock (974 underlying)
    974
  • Option to Purchase Common Stock

    [F7]
    Exercise: $365.87From: 2026-05-30Exp: 2032-05-30Common Stock (962 underlying)
    962
Footnotes (7)
  • [F1]Consists of 1,728 shares of restricted stock, which vest according to the following schedule; 400 shares that vest on 6/5/2026; 452 shares 1/2 of which vest on 5/29/2026 and 1/2 vest on 5/29/2027; 532 shares 1/3 of which vest on 5/30/2026, 1/3 vest on 5/30/2027 and 1/3 vest on 5/30/2028; and 344 shares 1/3 of which vest on 5/19/2027, 1/3 vest on 5/19/2028 and 1/3 vest on 5/19/2029.
  • [F2]These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/19/2027, 1/5 vest on 5/19/2028, 1/5 vest on 5/19/2029, 1/5 vest on 5/19/2030 and 1/5 vest on 5/19/2031.
  • [F3]All these options to purchase Common Stock are exerciseable except for 200 options that vest on 6/3/2026.
  • [F4]All these options to purchase Common Stock are exerciseable except for 400 options that are subject to the following vesting schedule - 1/2 vest on 6/6/2026 and 1/2 vest on 6/6/2027.
  • [F5]All these options to purchase Common Stock are exerciseable except for 600 options that are subject to the following vesting schedule - 1/3 vest on 6/5/2026, 1/3 vest on 6/5/2027 and 1/3 vest on 6/5/2028.
  • [F6]All these options to purchase Common Stock are exerciseable except for 779 that are subject to the following vesting schedule - 1/4 vest on 5/29/2026, 1/4 vest on 5/29/2027, 1/4 vest on 5/29/2028 and 1/4 vest on 5/29/2029.
  • [F7]These options to purchase Common Stock are subject to the following vesting schedule - 1/5 vest on 5/30/2026, 1/5 vest on 5/30/2027, 1/5 vest on 5/30/2028, 1/5 vest on 5/30/2029 and 1/5 vest on 5/30/2030.
Signature
/s/John J. Feeney/attorney in fact|2026-05-21

Documents

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