Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ROCKWELL AUTOMATION, INCROK · Entity 906 | SVP Intelligent Devices | October 01, 2026 | October 05, 2026 |
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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance SharesSEC Table II · derivative / convertible security · Expires 2026-12-04 | Direct | 3,371 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 3,371 · Balance 3,371 F1: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). F2: On December 4, 2023, the reporting person was granted a target number of performance shares, with the payout from 0 to 200% of target based on the Company's total shareowner return compared to the performance of companies in the S&P 500 Index over a three-year period. The payout was calculated at the end of the three-year period resulting in the reported number of performance shares received. F3: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). The performance shares vest on December 4, 2026, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent).
F2: On December 4, 2023, the reporting person was granted a target number of performance shares, with the payout from 0 to 200% of target based on the Company's total shareowner return compared to the performance of companies in the S&P 500 Index over a three-year period. The payout was calculated at the end of the three-year period resulting in the reported number of performance shares received.
F3: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). The performance shares vest on December 4, 2026, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 21:15 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantPerformance Shares · Derivative | 3,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-26-000035 · wk-form4_1791234897.xml · derivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Intelligent Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,371 Underlying: Common Stock · 3,371 shares Expires 2026-12-04 F1 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). F2 · shares: On December 4, 2023, the reporting person was granted a target number of performance shares, with the payout from 0 to 200% of target based on the Company's total shareowner return compared to the performance of companies in the S&P 500 Index over a three-year period. The payout was calculated at the end of the three-year period resulting in the reported number of performance shares received. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). The performance shares vest on December 4, 2026, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions. Read SEC document |
| June 04, 2026 Filed Jun 4, 2026 21:04 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 377 | $460.51 | $173,612.27 |
DisclosureSEC source: 0001979295-26-000012 · wk-form4_1780607040.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,437 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2025. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 22:06 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 218 | $456.34 | $99,482.12 |
DisclosureSEC source: 0001979295-26-000010 · wk-form4_1780524368.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,814 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2025 to cover taxes due on restricted stock units that vested on 6/1/2026. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $456.14 to $457.01. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:06 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-26-000010 · wk-form4_1780524368.xml · derivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 595 shares Expires 2026-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F5 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:06 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-26-000010 · wk-form4_1780524368.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,032 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 600 | $0.00 Strike: $246.77 | $0.00 |
DisclosureSEC source: 0001979295-26-000007 · wk-form4_1778104592.xml · derivative · entry 5 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 450 Underlying: Common Stock · 600 shares Expires 2030-12-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The options vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 460 | $449.98 | $206,992.50 |
DisclosureSEC source: 0001979295-26-000007 · wk-form4_1778104592.xml · nonDerivative · entry 3 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,437 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 trading plan entered into on 11/26/2025. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $449.74 to $450.035. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 140 | $448.26 | $62,755.99 |
DisclosureSEC source: 0001979295-26-000007 · wk-form4_1778104592.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,897 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 trading plan entered into on 11/26/2025. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $448.22 to $448.48. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 600 | $246.77 | $148,062.00 |
DisclosureSEC source: 0001979295-26-000007 · wk-form4_1778104592.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,037 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 13, 2026 Filed Apr 14, 2026 22:50 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $196.43 | $0.00 |
DisclosureSEC source: 0001979295-26-000005 · wk-form4_1776207045.xml · derivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2029-12-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vest in three substantially equal annual installments beginning on date exercisable. Read SEC document |
| April 13, 2026 Filed Apr 14, 2026 22:50 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 1,200 | $400.00 | $480,000.00 |
DisclosureSEC source: 0001979295-26-000005 · wk-form4_1776207045.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,437 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 trading plan entered into on 11/26/2025. Read SEC document |
| April 13, 2026 Filed Apr 14, 2026 22:50 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 1,200 | $196.43 | $235,716.00 |
DisclosureSEC source: 0001979295-26-000005 · wk-form4_1776207045.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,637 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $196.43 | $0.00 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · derivative · entry 9 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,200 shares Expires 2029-12-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: The option vests in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 40 | $407.90 | $16,316.00 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · nonDerivative · entry 7 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,437 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 plan entered into on 11/26/2025. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 40 | $406.42 | $16,256.80 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · nonDerivative · entry 6 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,477 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 plan entered into on 11/26/2025. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 280 | $405.60 | $113,568.81 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · nonDerivative · entry 5 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,517 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 plan entered into on 11/26/2025. F5 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $405.3450 to $406.00. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 405 | $404.16 | $163,684.35 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · nonDerivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,797 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 plan entered into on 11/26/2025. F4 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $403.95 to $404.3850. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 280 | $403.21 | $112,897.60 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · nonDerivative · entry 3 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,202 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 plan entered into on 11/26/2025. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $402.82 to $403.6850. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 155 | $402.11 | $62,326.88 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,482 F1 · kind: Shares exercised and sold pursuant to Rule 10b5-1 plan entered into on 11/26/2025. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $401.6650 to $402.55. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:21 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 1,200 | $196.43 | $235,716.00 |
DisclosureSEC source: 0001979295-26-000003 · wk-form4_1772227315.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,637 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 54 | $403.16 | $21,770.63 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · nonDerivative · entry 7 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,437 F4 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 12/9/2025. F7 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $403.07 to $403.6950. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 92 | $402.08 | $36,990.96 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · nonDerivative · entry 6 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,491 F4 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 12/9/2025. F6 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $401.72 to $402.51. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionPerformance Shares · Derivative | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · derivative · entry 12 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 329 shares Expires 2025-12-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F13 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · derivative · entry 11 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 154 shares Expires 2025-12-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F12 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 70 | $400.91 | $28,063.66 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · nonDerivative · entry 5 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,583 F4 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 12/9/2025. F5 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $400.6150 to $401.53. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · nonDerivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,653 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · nonDerivative · entry 3 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,324 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 08, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 3,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · derivative · entry 10 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,282 Underlying: Common Stock · 3,282 shares Expires 2028-12-08 F11 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F9 · kind: Awarded under the Company's 2020 Long-Term Incentive Plan. F12 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 08, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,267 | $0.00 Strike: $402.22 | $0.00 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · derivative · entry 9 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,267 Underlying: Common Stock · 11,267 shares Expires 2035-12-08 F9 · kind: Awarded under the Company's 2020 Long-Term Incentive Plan. F10 · derivative.exercise_date: The options vest in three substantially equal annual installments beginning on date exercisable. Read SEC document |
| December 08, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 50 | $401.66 | $20,083.00 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,170 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 12/5/2025. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $401.58 to $401.78. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 08, 2025 Filed Dec 11, 2025 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 309 | $400.92 | $123,883.82 |
DisclosureSEC source: 0001979295-25-000007 · wk-form4_1765415445.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,220 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 12/5/2025. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $400.40 to $401.35. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 05, 2025 Filed Dec 6, 2025 01:05 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000005 · wk-form4_1764983113.xml · derivative · entry 7 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,684 Underlying: Common Stock · 841 shares Expires 2027-12-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F5 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 05, 2025 Filed Dec 6, 2025 01:05 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 20 | $403.32 | $8,066.40 |
DisclosureSEC source: 0001979295-25-000005 · wk-form4_1764983113.xml · nonDerivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,529 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 12/4/2025. Read SEC document |
| December 05, 2025 Filed Dec 6, 2025 01:05 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 275 | $402.89 | $110,793.79 |
DisclosureSEC source: 0001979295-25-000005 · wk-form4_1764983113.xml · nonDerivative · entry 3 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,549 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 12/4/2025. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $402.30 to $403.24. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 05, 2025 Filed Dec 6, 2025 01:05 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000005 · wk-form4_1764983113.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,824 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 04, 2025 Filed Dec 6, 2025 01:05 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000005 · wk-form4_1764983113.xml · derivative · entry 6 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 788 Underlying: Common Stock · 787 shares Expires 2026-12-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F5 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 04, 2025 Filed Dec 6, 2025 01:05 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000005 · wk-form4_1764983113.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,983 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 21:38 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantPerformance Shares · Derivative | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001979295-25-000003 · wk-form4_1759527503.xml · derivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329 Underlying: Common Stock · 329 shares Expires 2025-12-09 F1 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). F2 · shares: On December 9, 2022, the reporting person was granted a target number of performance shares, with the payout from 0 to 200% of target based on the Company's total shareowner return compared to the performance of companies in the S&P 500 Index over a three-year period. The payout was calculated at the end of the three-year period resulting in the reported number of performance shares received. F3 · derivative.exercise_date: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). The performance shares vest on December 9, 2025, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions. Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 23:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 289 | $326.33 | $94,309.92 |
DisclosureSEC source: 0001024478-25-000063 · wk-form4_1749596998.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,196 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 6/6/2025. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $326.15 to $326.4350. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 23:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-25-000063 · wk-form4_1749596998.xml · derivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 776 shares Expires 2025-06-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F5 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 23:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-25-000063 · wk-form4_1749596998.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,485 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2025 Filed Jun 4, 2025 22:32 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 500 | $320.02 | $160,008.50 |
DisclosureSEC source: 0001024478-25-000056 · wk-form4_1749076316.xml · nonDerivative · entry 3 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,709 F3 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024. F4 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $320 to $320.0850. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 22:32 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 223 | $313.97 | $70,014.62 |
DisclosureSEC source: 0001024478-25-000056 · wk-form4_1749076316.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,209 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/26/2024 to cover taxes due on restricted stock units that vested on 6/1/2025. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $313.66 to $314.10. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 01, 2025 Filed Jun 4, 2025 22:32 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-25-000056 · wk-form4_1749076316.xml · derivative · entry 5 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 595 Underlying: Common Stock · 594 shares Expires 2026-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F7 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| June 01, 2025 Filed Jun 4, 2025 22:32 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 594 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-25-000056 · wk-form4_1749076316.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 29, 2025 Filed May 30, 2025 20:15 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 450 | $0.00 Strike: $171.46 | $0.00 |
DisclosureSEC source: 0001024478-25-000053 · wk-form4_1748635845.xml · derivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 450 shares Expires 2028-12-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 29, 2025 Filed May 30, 2025 20:15 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 450 | $315.02 | $141,758.37 |
DisclosureSEC source: 0001024478-25-000053 · wk-form4_1748635845.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,838 F1 · kind: Shares exercised and sold pursuant to a Rule 10b5-1 trading plan entered into on 11/26/2024. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $315 to $315.0250. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 29, 2025 Filed May 30, 2025 20:15 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 450 | $171.46 | $77,157.00 |
DisclosureSEC source: 0001024478-25-000053 · wk-form4_1748635845.xml · nonDerivative · entry 1 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,288 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2025 Filed May 9, 2025 22:40 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $171.46 | $0.00 |
DisclosureSEC source: 0001024478-25-000040 · wk-form4_1746830437.xml · derivative · entry 4 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 450 Underlying: Common Stock · 500 shares Expires 2028-12-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2025 Filed May 9, 2025 22:40 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 500 | $295.01 | $147,504.50 |
DisclosureSEC source: 0001024478-25-000040 · wk-form4_1746830437.xml · nonDerivative · entry 2 Fordenwalt Matthew W. · CIK 0001979295 · SVP Lifecycle Services 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,838 F1 · kind: Shares exercised and sold pursuant to a Rule 10b5-1 trading plan entered into on 11/26/2024. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $295 to $295.09. The reporting person undertakes to provide to the Company, any shareowners of the Company and the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price. 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.