RBC Bearings INC·4

May 28, 2:35 PM ET

BERGERON DANIEL A 4

4 · RBC Bearings INC · Filed May 28, 2026

Research Summary

AI-generated summary of this filing

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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

Form 4
Period: 2026-05-23
BERGERON DANIEL A
DirectorVice President and COO
Transactions
  • Tax Payment

    Common Stock

    [F1][F2]
    2026-05-23$559.95/sh1,041$582,908116,195 total
  • Tax Payment

    Common Stock

    [F1][F3]
    2026-05-28$577.42/sh741$427,868115,454 total
Holdings
  • Option to Purchase Common Stock

    [F4]
    Exercise: $199.16From: 2022-06-03Exp: 2028-06-03Common Stock (7,000 underlying)
    7,000
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.
Signature
/s/John J. Feeney/attorney in fact|2026-05-28

Documents

1 file
  • 4
    primary_01.xmlPrimary

    PRIMARY DOCUMENT