secwatch / observer

REGAL REXNORD CORP — fact timeline

Source-grounded facts extracted from REGAL REXNORD CORP's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

RRX REGAL REXNORD CORP JSON

Mark Klossner was appointed as Executive Vice President & President, Industrial Powertrain Solutions at REGAL REXNORD CORP.

“Mark Klossner, who will begin to serve as Executive Vice President & President, Industrial Powertrain Solutions, effective June 1, 2026”

Jerry Morton departed as Executive Vice President & President, Industrial Powertrain Solutions at REGAL REXNORD CORP.

“Jerry Morton, Executive Vice President & President, Industrial Powertrain Solutions, informed Regal Rexnord Corporation (the "Company") of his intention to retire from the Company, effective after the close of business on December 31, 2026”
Earnings Releases

REGAL REXNORD CORP reported first quarter ended March 31, 2026 results: revenue $1,479.1 Million, net income $64.3 Million, EPS $0.96. Guidance reaffirmed.

“Versus PY On Broad-Based Growth, Up 28% Excluding Data Center • IPS Orders Accelerated In Short Cycle Distribution And OEM, Net Of Headwinds In Long Cycle Projects • Sales Of $1,479.1 Million, Up 4.3% Versus PY, Up 1.6% On An Organic Basis • GAAP Net Income Of $64.3 Million Versus PY Of $57.5 Million, Up $6.8 Million Or 11.8% Versus PY • Adjusted EBITDA Of $304.4”
Shareholder Votes

REGAL REXNORD CORP shareholders approved Advisory vote on the compensation of the Company's named executive officers as disclosed in the Company's 2026 proxy statement. at the 2026-04-28 meeting.

“Advisory vote on the compensation of the Company’s named executive officers as disclosed in the Company’s 2026 proxy statement: For Against Abstain Broker Non-Votes 58,264,238 4,181,037 33,447 1,248,054”
Shareholder Votes

REGAL REXNORD CORP shareholders approved Election of eleven directors for terms expiring at the 2027 annual meeting. at the 2026-04-28 meeting.

“Vote on the election of eleven directors for terms expiring at the 2027 Annual Meeting: Name For Against Abstain Broker Non-Votes Gerben W. Bakker 61,760,024 700,229 18,469 1,248,054 Jan A. Bertsch 62,024,410 436,316 17,996 1,248,054 Stephen M. Burt 61,212,838 1,247,418 18,466 1,248,054 Theodore D. Crandall 61,983,328 477,031 18,363 1,248,054 Michael P. Doss 62,374,008 86,405 18,309 1,248,054 Michael F. Hilton 60,651,637 1,808,637 18,448 1,248,054 Rashida A. Hodge 61,845,030 605,786 27,906 1,248,054 Louis V. Pinkham 61,961,986 498,677 18,059 1,248,054 Rakesh Sachdev 56,878,394 5,581,799 18,529 1,248,054 Curtis W. Stoelting 59,779,949 2,680,548 18,225 1,248,054 Robin A. Walker-Lee 57,725,697 4,735,085 17,940 1,248,054”
Debt Financings

REGAL REXNORD CORP amended credit facility with JPMorgan Chase Bank, N.A., as administrative agent at SOFR plus a margin spread maturing February 21, 2029.

“The Amended and Restated Credit Agreement amends and restates in its entirety the Second Amended and Restated Credit Agreement, dated as of March 28, 2022”
Debt Financings

REGAL REXNORD CORP incurred revolving credit of up to $1,500,000,000 with JPMorgan Chase Bank, N.A., as administrative agent at SOFR plus a margin spread maturing November 21, 2030.

“(ii) an unsecured revolving line of credit in Dollars or various other currencies in an aggregate principal amount of up to $1,500,000,000, maturing on November 21, 2030”
Debt Financings

REGAL REXNORD CORP incurred credit facility of up to $850,000,000 with JPMorgan Chase Bank, N.A., as administrative agent at SOFR plus a margin spread maturing February 21, 2029.

“The credit facilities extended under the Amended and Restated Credit Agreement shall consist of (i) an unsecured Delayed Draw Term Loan in an aggregate principal amount of up to $850,000,000, maturing on February 21, 2029”
Governance Changes

REGAL REXNORD CORP: The Board of Directors approved an amendment and restatement of the Bylaws to provide flexibility for remote shareholder meetings, align with universal proxy rules, and make other clarifying and conforming changes (effective 2025-07-22).

“On July 22, 2025, the Board of Directors of Regal Rexnord Corporation (the “ Company ”) approved an amendment and restatement of the Company’s Amended and Restated Bylaws (the “ Bylaws ”), including to (a) amend Sections 2.03, 2.04, and 2.06 of Article II of the Bylaws to give the Company flexibility to hold meetings of its shareholders by means of remote communication as authorized under Section 180.0709 of the Wisconsin Business Corporation Law (the “WBCL”) if deemed necessary or appropriate; (b) align Sections 2.09 and 2.13 of Article II of the Bylaws with the Securities and Exchange Commission’s requirements regarding universal proxies pursuant to Rule 14a-19 promulgated under the Securities Exchange Act of 1934, as amended; and (c) make certain other clarifying and conforming changes, including to align with the Company’s Corporate Governance Guidelines and the WBCL.”

Anesa T. Chaibi retired as Director at REGAL REXNORD CORP.

“Ms. Anesa T. Chaibi, director since 2014, informed the Board of her decision to retire from the Board, effective February 17, 2025”

Gerben W. Bakker was elected as Director at REGAL REXNORD CORP.

“the Board of Directors (the “Board”) of Regal Rexnord Corporation (the “Company”) elected each of Rashida A. Hodge and Gerben W. Bakker to serve on the Board, effective February 17, 2025, as a director”

Rashida A. Hodge was elected as Director at REGAL REXNORD CORP.

“the Board of Directors (the “Board”) of Regal Rexnord Corporation (the “Company”) elected each of Rashida A. Hodge and Gerben W. Bakker to serve on the Board, effective February 17, 2025, as a director”
Earnings Releases

REGAL REXNORD CORP reported first quarter ended March 31, 2024 results: revenue $1,547.7 million, net income $20.4 million, EPS $0.30.

“Adjusted Diluted EPS* Of $2.00 • Adjusted Free Cash Flow* Of $64.6 Million; On Track To Full Year Outlook Of $700 Million • Paid Down $135.0 Million Of Gross Debt • Sales Of $1,547.7 Million, Up 26.4% Versus PY, Down 7.5% On A Pro Forma Organic Basis • GAAP Gross Margin Of 35.7%; Adjusted Gross Margin* Of 36.5% Versus PY Of 33.5% On A Pro Forma Basis* • GAAP Net”

Hugo Dubovoy, Jr. was appointed as Executive Vice President, General Counsel and Corporate Secretary at REGAL REXNORD CORP.

“The Company’s Board of Directors (the “Board”) has appointed Hugo Dubovoy, Jr. to serve as Executive Vice President, General Counsel and Corporate Secretary.”

Thomas E. Valentyn retired as Executive Vice President and Corporate Secretary at REGAL REXNORD CORP.

“Thomas E. Valentyn’s role as an executive officer of the Company and the Company Secretary concluded, consistent with his previously announced retirement plans.”
Earnings Releases

REGAL REXNORD CORP reported 2024 results: EPS GAAP Diluted EPS In A Range Of $4.58 To $5.38 And Adjusted Diluted EPS In A Range Of $9.75 To $10.55. Guidance initiated.

“Introducing Guidance For 2024 GAAP Diluted EPS In A Range Of $4.58 To $5.38 And For Adjusted Diluted EPS In A Range Of $9.75 To $10.55”
Earnings Releases

REGAL REXNORD CORP reported fourth quarter ended December 31, 2023 results: net income $56.6 million, EPS $0.84.

“Fourth Quarter Highlights • GAAP Diluted EPS Of $0.84 And Adjusted Diluted EPS* Of $2.28, Delivering On Prior Commitments • Strong Adjusted Free Cash Flow* Of $170.9 Million • Paid Down $116.7 Million Of Gross Debt; Net Debt Declined By $153.2 Million; Net Debt To Pro Forma Adjusted EBITDA (Including Synergies)* Is Now 3.80 • Sales Up 29.2% Versus PY, Down 6.9% On A Pro Forma Organic Basis* • GAAP Net Income Decreased $46.1 Million Versus PY To $56.6 Million • Adjusted EBITDA* Of $346.5 Million • Adjusted EBITDA Margin* Of 21.5% Up 40 Basis Points Versus PY On A Pro Forma Basis* As Synergies And 80/20 More Than Offset End Market Volume Headwinds”

Thomas E. Valentyn departed as Executive Vice President, General Counsel and Secretary at REGAL REXNORD CORP.

“On January 10, 2024, Thomas E. Valentyn, Executive Vice President, General Counsel and Secretary of Regal Rexnord Corporation (the “Company”), provided notice of his intent to retire from his employment with the Company during the first half of 2024.”
Earnings Releases

REGAL REXNORD CORP updated its third quarter ended September 30, 2023 guidance (lowered).

“On November 1, 2023, Regal Rexnord Corporation (the "Company") issued a news release reporting the financial results of the Company for its third quarter ended September 30, 2023.”
Earnings Releases

REGAL REXNORD CORP reported financial results for second quarter ended June 30, 2023.

“On July 31, 2023, Regal Rexnord Corporation (the "Company") issued a news release reporting the financial results of the Company for its second quarter ended June 30, 2023.”
Earnings Releases

REGAL REXNORD CORP reported first quarter ended March 31, 2023 results: EPS ($0.09). Guidance raised.

“• GAAP Diluted EPS Of ($0.09) And Adjusted Diluted EPS* Of $2.22”
Shareholder Votes

REGAL REXNORD CORP shareholders approved Approval of the Company's 2023 Omnibus Incentive Plan at the 2023-04-25 meeting.

“Approval of the Company's 2023 Omnibus Incentive Plan: For Against Abstain Broker Non-Votes 60,784,576 1,627,278 33,325 1,107,464”
Shareholder Votes

REGAL REXNORD CORP shareholders approved Advisory vote on the frequency of future advisory votes on the compensation of the Company's named executive officers at the 2023-04-25 meeting.

“Advisory vote on the frequency of future advisory votes on the compensation of the Company's named executive officers: 1 Year 2 Years 3 Years Abstain 60,493,317 17,176 1,914,313 20,373”
Shareholder Votes

REGAL REXNORD CORP shareholders approved Advisory vote on the compensation of the Company's named executive officers as disclosed in the Company's 2023 proxy statement at the 2023-04-25 meeting.

“Advisory vote on the compensation of the Company's named executive officers as disclosed in the Company's 2023 proxy statement: For Against Abstain Broker Non-Votes 60,004,586 2,390,984 49,609 1,107,464”
Shareholder Votes

REGAL REXNORD CORP shareholders approved Election of ten directors for terms expiring at the 2024 annual meeting of shareholders at the 2023-04-25 meeting.

“Vote on the election of ten directors for terms expiring at the 2024 Annual Meeting: Name For Against Abstain Broker Non-Votes Jan A. Bertsch 61,948,824 467,765 28,590 1,107,464 Stephen M. Burt 60,792,522 1,622,909 29,748 1,107,464 Anesa T. Chaibi 61,852,101 564,553 28,525 1,107,464 Theodore D. Crandall 62,190,351 225,063 29,765 1,107,464 Michael P. Doss 62,076,383 338,622 30,174 1,107,464 Michael F. Hilton 61,955,376 459,644 30,159 1,107,464 Louis V. Pinkham 61,879,702 528,665 36,812 1,107,464 Rakesh Sachdev 56,846,892 5,568,940 29,347 1,107,464 Curtis W. Stoelting 60,661,851 1,753,298 30,030 1,107,464 Robin A. Walker-Lee 61,671,255 742,698 31,226 1,107,464”
M&A Transactions

REGAL REXNORD CORP completed an acquisition involving Altra Industrial Motion Corp. for $62.00 per share (closed 2023-03-27).

“of Altra Common Stock granted under Altra’s 2014 Omnibus Incentive Plan and subject to forfeiture conditions) was converted into the right to receive cash in the amount of $62.00 per share, without interest (the “Merger Consideration”). A total of approximately $4.1 billion in cash was paid to Altra stockholders as consideration for the Merger. The Company”
Earnings Releases

REGAL REXNORD CORP reported fiscal year 2023 results: EPS GAAP diluted earnings per share in a range of $5.64 to $6.44. Guidance initiated.

“The Company is introducing 2023 annual guidance for GAAP diluted earnings per share in a range of $5.64 to $6.44 and for adjusted diluted earnings per share in a range of $10.05 to $10.85.”
Earnings Releases

REGAL REXNORD CORP reported full year ended December 31, 2022 results: net income GAAP Net Income Increased $259.1 Million Versus PY To $494.9 Million, EPS GAAP Diluted EPS Of $7.29 Versus $4.81 In PY.

“Full Year 2022 Highlights • Sales Up 37% Versus PY And Up 9% On An Organic Basis • GAAP Net Income Increased $259.1 Million Versus PY To $494.9 Million; Adjusted EBITDA Margin Up 230 Basis Points Versus PY To 21.3% • GAAP Diluted EPS Of $7.29 Versus $4.81 In PY; Adjusted Diluted EPS Of $10.75 Versus $9.84 In PY”
Earnings Releases

REGAL REXNORD CORP reported fourth quarter ended December 31, 2022 results: net income GAAP Net Income Increased $104.6 Million Versus PY To $102.7 Million, EPS GAAP Diluted EPS Of $1.53 Versus ($0.05) In PY.

“On February 1, 2023, Regal Rexnord Corporation (the "Company") issued a news release reporting the financial results of the Company for its fourth quarter ended December 31, 2022.”
Debt Financings

REGAL REXNORD CORP incurred senior notes of $1,100,000,000 aggregate principal amount of its 6.050% Senior Notes due 2026, $1,250,000,000 aggregate principal amount at 6.050% on 2026 Notes and 2028 Notes, 6.300% on 2030 Notes, 6.400% on 2033 Notes maturing February 15, 2026 for the 2026 Notes, April 15, 2028 for the 2028 Notes, February 15, 2030 for the 2030 Notes, April 15, 2033 for the 2033 Notes.

“On January 24, 2023, Regal Rexnord Corporation (the “Company”) entered into an Indenture (the “Indenture”) with U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), relating to the issuance by the Company of $1,100,000,000 aggregate principal amount of its 6.050% Senior Notes due 2026 (the “2026 Notes”), $1,250,000,000 aggregate principal amount of its 6.050% Senior Notes due 2028 (the “2028 Notes”), $1,100,000,000 aggregate principal amount of its 6.300% Senior Notes due 2030 (the “2030 Notes”) and $1,250,000,000 aggregate principal amount of its 6.400% Senior Notes due 2033 (the “2033 Notes” and, together with the 2026 Notes, 2028 Notes and 2030 Notes, collectively, the “Notes”).”
Material Agreements

REGAL REXNORD CORP entered into Indenture with U.S. Bank Trust Company, National Association valued at $1,100,000,000 aggregate principal amount of 6.050% Senior Notes due 2026, $1,250,000,000 aggregate (effective 2023-01-24).

“Item 1.01 . Entry into a Material Definitive Agreement . Indenture General On January 24, 2023, Regal Rexnord Corporation (the “Company”) entered into an Indenture (the “Indenture”) with U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), relating to the issuance by the Company of $1,100,000,000 aggregate principal amount of its 6.050% Senior Notes due 2026 (the “2026 Notes”), $1,250,000,000 aggregate principal amount of its 6.050% Senior Notes due 2028 (the “2028 Notes”), $1,100,000,000 aggregate principal amount of its 6.300% Senior Notes due 2030 (the “2030 Notes”) and $1,250,000,000 aggregate principal amount of its 6.400% Senior Notes due 2033 (the “2033 Notes” and, together with the 2026 Notes, 2028 Notes and 2030 Notes, collectively, the “Notes”).”
Material Agreements

REGAL REXNORD CORP amended First Amendment with certain holders of the Company's Senior Notes (effective 2022-12-21).

“On December 21, 2022, Regal Rexnord Corporation (the “Company”) entered into an amendment (the “First Amendment”) with certain holders of the Company’s Senior Notes (as defined below) to the Note Purchase Agreement, dated as of April 7, 2022 (as amended, the “Note Purchase Agreement”) pursuant to which the Company has previously issued $500,000,000 aggregate principal amount of 3.90% senior notes due April 7, 2032 (the “Senior Notes”) to certain institutional accredited investors, in an offering exempt from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”).”

Michael P. Doss was elected as director at REGAL REXNORD CORP.

“On December 22, 2022, the board of directors (the “Board”) of Regal Rexnord Corporation (the “Company) elected Mr. Michael P. Doss to serve on the Board, effective immediately, as a director with an initial term continuing until the Company’s 2023 annual meeting of shareholders.”
Debt Financings

REGAL REXNORD CORP amended revolving credit of $70,000,000 with JPMorgan Chase Bank, N.A. (as Administrative Agent) at Not specified maturing Refer to Credit Agreement.

“Among other things, as more fully set forth therein, the Assumption Agreement (i) establishes incremental term loan commitments of $240,000,000 (the “Incremental Term Loan Commitments”), to be funded in connection with the closing of the proposed transaction pursuant to the Agreement and Plan of Merger, among the Company, Aspen Sub, Inc. (“Merger Sub”), a wholly owned subsidiary of the Company, and Altra Industrial Motion Corp. (“Altra”), with respect to a merger of Merger Sub with and into Altra with Altra surviving the merger as a wholly owned subsidiary of the Company (the “Proposed Transaction”), which upon funding will be the same class of term A-1 loans as under the Credit Agreement and (ii) provides an increase of $70,000,000 in the aggregate principal amount of the revolving commitments under the Credit Agreement upon consummation of the Proposed Transaction.”
Debt Financings

REGAL REXNORD CORP amended term loan of $240,000,000 with JPMorgan Chase Bank, N.A. (as Administrative Agent) at Not specified maturing Refer to Credit Agreement.

“Among other things, as more fully set forth therein, the Assumption Agreement (i) establishes incremental term loan commitments of $240,000,000 (the “Incremental Term Loan Commitments”), to be funded in connection with the closing of the proposed transaction pursuant to the Agreement and Plan of Merger, among the Company, Aspen Sub, Inc. (“Merger Sub”), a wholly owned subsidiary of the Company, and Altra Industrial Motion Corp. (“Altra”), with respect to a merger of Merger Sub with and into Altra with Altra surviving the merger as a wholly owned subsidiary of the Company (the “Proposed Transaction”), which upon funding will be the same class of term A-1 loans as under the Credit Agreement and (ii) provides an increase of $70,000,000 in the aggregate principal amount of the revolving commitments under the Credit Agreement upon consummation of the Proposed Transaction.”
Material Agreements

REGAL REXNORD CORP entered into Incremental Assumption Agreement with JPMorgan Chase Bank, N.A. as administrative agent valued at Incremental term loan commitments of $240,000,000 and increase of $70,000,000 in revolving commitmen (effective 2022-11-30).

“Among other things, as more fully set forth therein, the Assumption Agreement (i) establishes incremental term loan commitments of $240,000,000 (the “Incremental Term Loan Commitments”), to be funded in connection with the closing of the proposed transaction pursuant to the Agreement and Plan of Merger, among the Company, Aspen Sub, Inc. (“Merger Sub”), a wholly owned subsidiary of the Company, and Altra Industrial Motion Corp. (“Altra”), with respect to a merger of Merger Sub with and into Altra with Altra surviving the merger as a wholly owned subsidiary of the Company (the “Proposed Transaction”), which upon funding will be the same class of term A-1 loans as under the Credit Agreement and (ii) provides an increase of $70,000,000 in the aggregate principal amount of the revolving commitments under the Credit Agreement upon consummation of the Proposed Transaction.”
Debt Financings

REGAL REXNORD CORP amended credit facility of $600,000,000 with JPMorgan Chase Bank, N.A..

“establishes incremental term loan commitments of $600,000,000 (the “Incremental Term Loan Commitments”), to be funded in connection with the closing of the Proposed Transaction, which upon funding will be the same class of term A-1 loans as under the Credit Agreement; (iii) provides an increase of $500,000,000 in the aggregate principal amount of the revolving commitments under the Credit Agreement upon consummation of the Proposed Transaction”
Material Agreements

REGAL REXNORD CORP amended First Amendment with the Company's lenders under the Credit Agreement, with JPMorgan Chase Bank, N.A. as administrative agent (effective 2022-11-17).

“On November 17, 2022, Regal Rexnord Corporation (the “Company”) and Land Newco, Inc. entered into an amendment (the “First Amendment”) with the Company’s lenders under the Second Amended and Restated Credit Agreement, dated as of March 28, 2022 (as amended, the “Credit Agreement”), among the Company, various subsidiaries of the Company from time to time party thereto, the financial institutions from time to time party thereto as lenders and JPMorgan Chase Bank, N.A., as administrative agent.”
Earnings Releases

REGAL REXNORD CORP reported its third quarter ended September 30, 2022 results: EPS $1.80. Guidance raised.

“REGAL REXNORD CORPORATION REPORTS STRONG THIRD QUARTER 2022 FINANCIAL RESULTS BELOIT, WI - Regal Rexnord Corporation (NYSE: RRX) Third Quarter Highlights • Sales Up 48% Versus PY And Up 8% On An Organic Basis* • Daily Orders Down 3.6% In 3Q Versus PY On A Pro Forma, Constant Currency Basis • Backlog Up Nearly 70% Versus Beginning of 2021; Book-To-Bill Ratio Above 1.00 For Prior 7 Quarters, Averaging 1.10 In 2021 and 1.01 YTD In 2022 • Adjusted EBITDA Margin* Up 120 Basis Points Versus PY To 20.9%; Price/Cost Remained Positive • Adjusted Diluted EPS* Of $2.66 Versus $2.88 In PY; GAAP Diluted EPS Of $1.80 Versus $1.95 In PY”

Robert J. Rehard changed role as Principal Accounting Officer at REGAL REXNORD CORP.

“On October 28, 2022, the board of directors of Regal Rexnord Corporation (the “Company”) appointed Alexander P. Scarpelli, the Company’s Vice President, Corporate Controller, to succeed Robert J. Rehard, the Company’s Vice President and Chief Financial Officer, as the Company’s principal accounting officer.”

Alexander P. Scarpelli was appointed as Principal Accounting Officer at REGAL REXNORD CORP.

“On October 28, 2022, the board of directors of Regal Rexnord Corporation (the “Company”) appointed Alexander P. Scarpelli, the Company’s Vice President, Corporate Controller, to succeed Robert J. Rehard, the Company’s Vice President and Chief Financial Officer, as the Company’s principal accounting officer.”

Audwin "Audey" Cash was appointed as President of the Climate Solutions Segment at REGAL REXNORD CORP.

“Audwin “Audey” Cash will become interim President of Climate Solutions.”

John C. Kunze departed as President of the Climate Solutions Segment at REGAL REXNORD CORP.

“John C. Kunze, President of the Climate Solutions Segment of the Company, will retire effective September 30, 2022”

Robert J. Rehard was appointed as principal accounting officer at REGAL REXNORD CORP.

“Effective as of that same date, Robert J. Rehard, the Company’s Vice President and Chief Financial Officer, assumed the duties of principal accounting officer in addition to his current responsibilities as principal financial officer.”

Daniel J. Klun changed role as principal accounting officer at REGAL REXNORD CORP.

“Effective as of October 15, 2021, Daniel J. Klun has transitioned from his role as principal accounting officer of Regal Rexnord Corporation (the “Company”).”

Jason R. Longley changed role as Vice President of Financial Planning & Analysis at REGAL REXNORD CORP.

“Jason R. Longley ceased to serve as the Company’s principal accounting officer. Mr. Longley will serve as the Company’s Vice President of Financial Planning & Analysis.”

Daniel J. Klun was appointed as Vice President and Corporate Controller at REGAL REXNORD CORP.

“Daniel J. Klun became Vice President and Corporate Controller of the Company, in which capacity Mr. Klun serves as the Company’s principal accounting officer.”

Kevin J. Zaba was appointed as President, Motion Control Solutions at REGAL REXNORD CORP.

“Kevin J. Zaba became President, Motion Control Solutions of the Company”

Jerrald R. Morton was appointed as President, Integration - Motion Control Solutions at REGAL REXNORD CORP.

“Jerrald R. Morton became President, Integration - Motion Control Solutions of the Company.”

Robin A. Walker-Lee was appointed as Director at REGAL REXNORD CORP.

“Theodore D. Crandall and Robin A. Walker-Lee were appointed to the Board.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.