Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Director | December 04, 2023 | December 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ROCKWELL AUTOMATION, INC
Report date December 04, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,053 |
Reported balance
After 2023-12-04 transaction · row 1
1 source rowRow 1 · 2023-12-04 · Grant · Acquired 251 · Balance 13,053 F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 04, 2023 Filed Dec 5, 2023 21:07 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 251 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000151 · wk-form4_1701810412.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,053 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 17:06 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 770 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000157 · wf-form4_167086478539812.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,802 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 00:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-21-000113 · wf-form4_163901135151951.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,032 F1 · kind: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 18:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-21-000341 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,611 F1 · shares: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 13:07 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001559 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,452 F1 · shares: Shares delivered as compensation for service as a director under the 2020 Long-Term Incentives Plan. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 16:49 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000404 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,962 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 19:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-002151 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,764 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 21:49 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000450 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,101 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 14:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-002275 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,866 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 01:00 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000508 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,360 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 15:00 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 512 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002837 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,147 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000483 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,635 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 16:42 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-16-006885 · form.xml · nonDerivative · entry 1 KALMANSON STEVEN R · CIK 0001222892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,367 F1 · shares: Shares delivered as compensation for service as a director under the 2003 Directors Stock Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.