Insider Activity at Regal Rexnord: A Close‑Read of Recent Deals

1. The Latest Transaction and Market Context On February 23, 2026, EVP and President of IPS, Morton Jerrald R, executed a large purchase of 2,566 common shares at $220.36 per share—slightly below the closing price of $223.69. The trade coincided with a sharp uptick in social‑media buzz (736 % above normal) and an overwhelmingly positive sentiment (+97). While the price move itself was modest, the volume and media attention suggest that investors are watching the company’s leadership moves more closely than the underlying fundamentals alone would warrant. The transaction comes just after Regal Rexnord’s stock breached a 52‑week high, reinforcing a narrative of short‑term upside.

2. What Does This Mean for Investors? Jerrald’s buying spree, coupled with frequent prior purchases, signals confidence in the company’s near‑term prospects. His holdings now exceed 26 k shares—more than 0.18 % of outstanding equity—an influential stake for a senior executive. When insider buying outpaces selling, analysts often interpret it as a positive indicator, especially when the company is trading near its 52‑week high and has a high price‑to‑earnings multiple (51.83). For investors, the move may be a cue to reassess valuation multiples; a price close to the 52‑week peak combined with insider optimism could presage a short‑term rally, albeit with caution given the high PE and potential for a pullback if earnings do not keep pace.

3. A Snapshot of Morton Jerrald R’s Trading Pattern Over the past two years, Jerrald has been a prolific trader: he has bought and sold thousands of shares on multiple occasions, often at prices near or slightly above market. His most recent activities include large purchases (e.g., 18,215 shares at $216.59 in February 2026) and sizable sales (e.g., 7,924 shares at $215.77 the same month). He also frequently sells Stock Appreciation Rights—likely to capitalize on vesting events—while maintaining a steady core of common‑stock holdings. This pattern indicates a strategy that balances short‑term gains with a long‑term stake, typical of executives who want to stay invested but also manage liquidity needs. The fact that he has repeatedly bought shares at or near the current market price suggests he views the stock as undervalued relative to his long‑term horizon.

4. Broader Insider Trends at Regal Rexnord Beyond Jerrald, the company’s executive group has shown active trading: CFO Robert Rehard executed 11 transactions in the past year, while CEO Pinkham and others also bought and sold sizable blocks. The concentration of insider activity—especially buying—points to an overall bullish sentiment among leadership. However, the presence of multiple sell-offs indicates that some executives are also taking profits or meeting liquidity obligations. Investors should monitor whether these patterns persist, as a shift toward net selling could foreshadow a correction.

5. Strategic Take‑aways

  • Valuation Check: The stock’s proximity to its 52‑week high and a lofty PE ratio warrant a careful valuation review.
  • Insider Confidence: Jerrald’s and the broader team’s buying activity offers a bullish signal, but it should be weighed against the company’s earnings trajectory and sector dynamics.
  • Liquidity Management: Frequent sell‑offs may reflect liquidity needs; a sudden spike could temporarily dilute sentiment.
  • Watch the Media: The recent surge in social‑media buzz may amplify short‑term volatility—an opportunity for traders but a risk for long‑term holders.

For investors considering Regal Rexnord, the insider activity suggests management’s belief in near‑term upside, while the high valuation metrics and recent market positioning call for a measured approach.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-02-23Morton Jerrald R (EVP and Pres. IPS*)Buy2,566.00N/ACommon Stock
2026-02-23Morton Jerrald R (EVP and Pres. IPS*)Sell412.00218.21Common Stock
2024-02-23Morton Jerrald R (EVP and Pres. IPS*)Holding5,304.00N/AStock Appreciation Rights
2025-02-23Morton Jerrald R (EVP and Pres. IPS*)Holding5,171.00N/AStock Appreciation Rights
2026-02-23Rehard Robert (EVP and CFO*)Buy4,124.00N/ACommon Stock
2026-02-23Rehard Robert (EVP and CFO*)Sell804.00218.21Common Stock
2026-02-24Rehard Robert (EVP and CFO*)Sell770.00223.69Common Stock
2019-05-10Rehard Robert (EVP and CFO*)Holding2,164.00N/AStock Appreciation Rights
2020-05-09Rehard Robert (EVP and CFO*)Holding7,730.00N/AStock Appreciation Rights
2021-05-08Rehard Robert (EVP and CFO*)Holding15,382.00N/AStock Appreciation Rights
2021-02-18Rehard Robert (EVP and CFO*)Holding12,340.00N/AStock Appreciation Rights
2022-02-23Rehard Robert (EVP and CFO*)Holding9,276.00N/AStock Appreciation Rights
2023-02-23Rehard Robert (EVP and CFO*)Holding8,292.00N/AStock Appreciation Rights
2024-02-23Rehard Robert (EVP and CFO*)Holding9,456.00N/AStock Appreciation Rights
2025-02-23Rehard Robert (EVP and CFO*)Holding7,657.00N/AStock Appreciation Rights
2026-02-23Dubovoy Hugo Jr. (EVP, General Counsel & Sec.*)Buy2,108.00N/ACommon Stock
2026-02-24Dubovoy Hugo Jr. (EVP, General Counsel & Sec.*)Sell287.00223.69Common Stock
2025-04-01Dubovoy Hugo Jr. (EVP, General Counsel & Sec.*)Holding2,653.00N/AStock Appreciation Rights
2026-02-23Scarpelli Alexander P (SVP, Corp. Controller and CAO*)Buy642.00N/ACommon Stock
2026-02-23Scarpelli Alexander P (SVP, Corp. Controller and CAO*)Sell81.00218.20Common Stock
2026-02-24Scarpelli Alexander P (SVP, Corp. Controller and CAO*)Sell94.00223.69Common Stock
2024-02-23Scarpelli Alexander P (SVP, Corp. Controller and CAO*)Holding1,015.00N/AStock Appreciation Rights
2025-02-23Scarpelli Alexander P (SVP, Corp. Controller and CAO*)Holding1,193.00N/AStock Appreciation Rights
2026-02-23Pinkham Louis V. (Chief Executive Officer)Sell3,196.00218.21Common Stock
2026-02-24Pinkham Louis V. (Chief Executive Officer)Sell3,424.00223.69Common Stock
2024-02-23Pinkham Louis V. (Chief Executive Officer)Holding10,009.00N/AStock Appreciation Rights
2025-02-23Pinkham Louis V. (Chief Executive Officer)Holding18,850.00N/AStock Appreciation Rights
2026-02-23Dickson Timothy A. (SVP & Chief Digi & Info Ofc*)Buy917.00N/ACommon Stock
2026-02-23Dickson Timothy A. (SVP & Chief Digi & Info Ofc*)Sell56.00218.20Common Stock
2026-02-24Dickson Timothy A. (SVP & Chief Digi & Info Ofc*)Sell149.00223.69Common Stock
2025-02-23Dickson Timothy A. (SVP & Chief Digi & Info Ofc*)Holding1,392.00N/AStock Appreciation Rights
2026-02-23Long Kevin (EVP and President, AMC*)Buy2,016.00N/ACommon Stock
2026-02-23Lang Brooke (EVP and President, PES*)Buy2,016.00N/ACommon Stock
2026-02-23Lang Brooke (EVP and President, PES*)Sell158.00218.20Common Stock
2026-02-24Lang Brooke (EVP and President, PES*)Sell322.00223.69Common Stock
2024-02-23Lang Brooke (EVP and President, PES*)Holding969.00N/AStock Appreciation Rights
2025-02-23Lang Brooke (EVP and President, PES*)Holding2,983.00N/AStock Appreciation Rights
2026-02-23Lewis Cheryl (EVP and Chief HR Officer*)Buy1,925.00N/ACommon Stock
2026-02-23Lewis Cheryl (EVP and Chief HR Officer*)Sell244.00218.21Common Stock
2022-02-23Lewis Cheryl (EVP and Chief HR Officer*)Holding2,975.00N/AStock Appreciation Rights
2023-02-23Lewis Cheryl (EVP and Chief HR Officer*)Holding3,554.00N/AStock Appreciation Rights
2024-02-23Lewis Cheryl (EVP and Chief HR Officer*)Holding3,690.00N/AStock Appreciation Rights
2025-02-23Lewis Cheryl (EVP and Chief HR Officer*)Holding3,083.00N/AStock Appreciation Rights