RBC Bearings INC·4

May 28, 2:35 PM ET

BERGERON DANIEL A 4

Research Summary

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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.