BERGERON DANIEL A 4
4 · RBC Bearings INC · Filed May 28, 2026
Research Summary
AI-generated summary of this filing
RBC Bearings VP/COO Daniel Bergeron Sells Shares for Tax Withholding
What Happened
Daniel A. Bergeron, Vice President, Chief Operating Officer and a director of RBC Bearings (RBC), had company shares withheld to cover tax liabilities tied to restricted stock vesting. On 2026-05-23, 1,041 shares were withheld at $559.95 each for $582,908; on 2026-05-28, 741 shares were withheld at $577.42 each for $427,868. Combined proceeds from the withheld shares were about $1.01 million. These were tax-withholding dispositions (code F), not open-market sales.
Key Details
- Transactions: 1,041 shares @ $559.95 on 2026-05-23 ($582,908); 741 shares @ $577.42 on 2026-05-28 ($427,868).
- Transaction code: F — shares withheld by the company to satisfy tax liabilities on vested restricted stock.
- Remaining/subject holdings: Footnotes show significant restricted stock still subject to vesting (e.g., 14,289 and 12,692 RSUs referenced with staggered vesting through 2029).
- Other footnotes: F4 notes various stock options are exercisable except 7,000 that vest 6/3/2026.
- Filing: Form filed 2026-05-28 reporting transactions dated 5/23 and 5/28.
Context
Tax-withholding dispositions are routine when restricted stock vests and do not necessarily indicate a change in the insider’s view of the company; the company typically retains (or sells) shares to cover required taxes. These transactions were processed as withholding (not voluntary open-market sales or purchases). For investors, purchases are generally more informative than routine withholding sales; this filing mainly documents tax-related share retention tied to prior awards.
Insider Transaction Report
- Tax Payment
Common Stock
[F1][F2]2026-05-23$559.95/sh−1,041$582,908→ 116,195 total - Tax Payment
Common Stock
[F1][F3]2026-05-28$577.42/sh−741$427,868→ 115,454 total
- 7,000
Option to Purchase Common Stock
[F4]Exercise: $199.16From: 2022-06-03Exp: 2028-06-03→ Common Stock (7,000 underlying)
Footnotes (4)
- [F1]Represents shares withheld by the Company to pay tax liability related to the vesting of restricted stock.
- [F2]Includes 14,289 shares of restricted stock, which vest according to the following schedule; 3,516 shares that vest on 6/1/2026; 2,245 shares that vest on 5/23/2027; 4,791 shares 1/3 of which vest on 5/28/2026, 1/3 vest on 5/28/2027 and 1/3 vest on 5/28/2028; and 3,737 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.
- [F3]Includes 12,692 shares of restricted stock, which vest according to the following schedule; 3,516 shares that vest on 6/1/2026; 2,245 shares that vest on 5/23/2027; 3,194 shares 1/2 of which vest on 5/28/2027 and 1/2 vest on 5/28/2028; and 3,737 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.
- [F4]All these options to purchase Common Stock are exerciseable except for 7,000 options that vest on 6/3/2026.