Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BADGER METER INCBMI · Entity 4075 | Director | April 27, 2026 | April 29, 2026 |
| ROCKWELL AUTOMATION, INCROK · Entity 906 | SVP, Chief Revenue Officer | 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.
BADGER METER INC
Report date April 27, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,913 |
Reported balance
After 2026-04-27 transaction · row 1
1 source rowRow 1 · 2026-04-27 · Grant · Acquired 952 · Balance 5,913 F1: Shares granted pursuant to the 2021 Omnibus Incentive Plan as approved by shareholders on April 30, 2021. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $125,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to the 2021 Omnibus Incentive Plan as approved by shareholders on April 30, 2021. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $125,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock.
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 |
|---|---|---|---|---|---|---|
| December 10, 2023 Filed Dec 12, 2023 01:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000195 · wk-form4_1702346139.xml · nonDerivative · entry 5 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,355 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, 2023 Filed Dec 12, 2023 01:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000195 · wk-form4_1702346139.xml · nonDerivative · entry 4 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,858 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, 2023 Filed Dec 12, 2023 01:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000195 · wk-form4_1702346139.xml · derivative · entry 10 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,386 Underlying: Common Stock · 693 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. F7 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F8 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 09, 2023 Filed Dec 12, 2023 01:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000195 · wk-form4_1702346139.xml · nonDerivative · entry 3 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,694 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, 2023 Filed Dec 12, 2023 01:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 107 | $279.02 | $29,855.09 |
DisclosureSEC source: 0001024478-23-000195 · wk-form4_1702346139.xml · nonDerivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,001 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 2/23/2023 to cover taxes due on restricted stock units that vested on 12/7/2023. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $278.71 to $279.5301. 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 07, 2023 Filed Dec 12, 2023 01:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000195 · wk-form4_1702346139.xml · derivative · entry 9 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 229 Underlying: Common Stock · 228 shares Expires 2024-12-07 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_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F8 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 01:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000195 · wk-form4_1702346139.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,108 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, 2023 Filed Dec 6, 2023 00:38 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 2,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000169 · wk-form4_1701823091.xml · derivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,362 Underlying: Common Stock · 2,362 shares Expires 2026-12-04 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F1 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F4 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 00:38 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,683 | $0.00 Strike: $279.50 | $0.00 |
DisclosureSEC source: 0001024478-23-000169 · wk-form4_1701823091.xml · derivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,683 Underlying: Common Stock · 7,683 shares Expires 2033-12-04 F1 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F2 · derivative.exercise_date: The options vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 21:56 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantPerformance Shares · Derivative | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000115 · wf-form4_169637016318234.xml · derivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 497 Underlying: Common Stock · 497 shares Expires 2023-12-10 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 10, 2020, 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 10, 2023, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 21:08 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 677 | $301.18 | $203,897.24 |
DisclosureSEC source: 0001024478-23-000092 · wf-form4_169144250785113.xml · nonDerivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,880 F1 · kind: Sale of shares pursuant to a 10b5-1 trading plan entered into on 2/23/2023 to cover taxes due on restricted stock units that vested on 8/3/2023. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $300.94 to $301.49. 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 |
| August 03, 2023 Filed Aug 7, 2023 21:08 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000092 · wf-form4_169144250785113.xml · derivative · entry 4 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,820 shares Expires 2023-08-03 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. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 21:08 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000092 · wf-form4_169144250785113.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,557 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 07, 2023 Filed Jun 7, 2023 22:34 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 169 | $296.77 | $50,154.94 |
DisclosureSEC source: 0001024478-23-000066 · wf-form4_168617724984906.xml · nonDerivative · entry 3 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,737 F1 · kind: Sale of shares pursuant to a 10b5-1 trading plan entered into on 2/23/2023 to cover taxes due on restricted stock units that vested on 6/6/2023. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $296.4600 to $297.2300. 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 07, 2023 Filed Jun 7, 2023 22:34 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 76 | $296.13 | $22,505.69 |
DisclosureSEC source: 0001024478-23-000066 · wf-form4_168617724984906.xml · nonDerivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,906 F1 · kind: Sale of shares pursuant to a 10b5-1 trading plan entered into on 2/23/2023 to cover taxes due on restricted stock units that vested on 6/6/2023. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $295.4000 to $296.3400. 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, 2023 Filed Jun 7, 2023 22:34 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000066 · wf-form4_168617724984906.xml · derivative · entry 5 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,552 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F6 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 22:34 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000066 · wf-form4_168617724984906.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,982 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 01, 2023 Filed May 2, 2023 21:12 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 572 | $136.55 | $78,106.60 |
DisclosureSEC source: 0001209191-23-026589 · doc4.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,015 F1 · kind: Shares granted pursuant to the 2021 Omnibus Incentive Plan as approved by shareholders on April 30, 2021. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $75,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 00:24 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,400 | $0.00 Strike: $171.46 | $0.00 |
DisclosureSEC source: 0001024478-23-000018 · wf-form4_167538382914456.xml · derivative · entry 7 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,400 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 |
| February 02, 2023 Filed Feb 3, 2023 00:24 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,534 | $0.00 Strike: $196.43 | $0.00 |
DisclosureSEC source: 0001024478-23-000018 · wf-form4_167538382914456.xml · derivative · entry 6 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,534 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. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 00:24 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 3,934 | $290.48 | $1,142,761.70 |
DisclosureSEC source: 0001024478-23-000018 · wf-form4_167538382914456.xml · nonDerivative · entry 4 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,206 F1 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $290.3543 to $290.65. 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 02, 2023 Filed Feb 3, 2023 00:24 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 1,400 | $171.46 | $240,044.00 |
DisclosureSEC source: 0001024478-23-000018 · wf-form4_167538382914456.xml · nonDerivative · entry 3 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,140 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 02, 2023 Filed Feb 3, 2023 00:24 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 2,534 | $196.43 | $497,753.62 |
DisclosureSEC source: 0001024478-23-000018 · wf-form4_167538382914456.xml · nonDerivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,740 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 02, 2023 Filed Feb 3, 2023 00:24 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 600 | $290.55 | $174,330.00 |
DisclosureSEC source: 0001024478-23-000018 · wf-form4_167538382914456.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,206 Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 23:12 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 53 | $258.62 | $13,707.05 |
DisclosureSEC source: 0001024478-22-000175 · wf-form4_167097314821948.xml · nonDerivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,806 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 8/9/2022 to cover taxes due on restricted stock units that vested on 12/10/2022. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $258.16 to $259.06. 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, 2022 Filed Dec 13, 2022 23:12 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 163 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000175 · wf-form4_167097314821948.xml · derivative · entry 4 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164 Underlying: Common Stock · 163 shares Expires 2023-12-10 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. 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 10, 2022 Filed Dec 13, 2022 23:12 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000175 · wf-form4_167097314821948.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,859 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, 2022 Filed Dec 13, 2022 23:12 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 2,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000175 · wf-form4_167097314821948.xml · derivative · entry 6 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,079 Underlying: Common Stock · 2,079 shares Expires 2025-12-09 F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F6 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F5 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 23:12 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,957 | $0.00 Strike: $259.81 | $0.00 |
DisclosureSEC source: 0001024478-22-000175 · wf-form4_167097314821948.xml · derivative · entry 5 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,957 Underlying: Common Stock · 6,957 shares Expires 2032-12-09 F6 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F7 · derivative.exercise_date: The options vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 00:15 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 73 | $256.72 | $18,740.69 |
DisclosureSEC source: 0001024478-22-000123 · wf-form4_167054488431120.xml · nonDerivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 8/9/2022 to cover taxes due on restricted stock units that vested on 12/7/2022. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $256.72 to $256.8501. 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 07, 2022 Filed Dec 7, 2022 23:45 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 104 | $257.16 | $26,744.76 |
DisclosureSEC source: 0001024478-22-000097 · wf-form4_167045668744492.xml · nonDerivative · entry 4 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,541 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 8/09/2022 to cover taxes due on restricted stock and performance shares that vested on 12/5/2022. F4 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $256.81 to $257.64. 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 07, 2022 Filed Dec 7, 2022 23:45 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 230 | $256.39 | $58,970.09 |
DisclosureSEC source: 0001024478-22-000097 · wf-form4_167045668744492.xml · nonDerivative · entry 3 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,645 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 8/09/2022 to cover taxes due on restricted stock and performance shares that vested on 12/5/2022. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $255.81 to $256.80. 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 07, 2022 Filed Dec 7, 2022 23:45 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 16 | $255.26 | $4,084.13 |
DisclosureSEC source: 0001024478-22-000097 · wf-form4_167045668744492.xml · nonDerivative · entry 2 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 8/09/2022 to cover taxes due on restricted stock and performance shares that vested on 12/5/2022. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $254.7801 to $255.29. 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 07, 2022 Filed Dec 9, 2022 00:15 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 228 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000123 · wf-form4_167054488431120.xml · derivative · entry 4 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457 Underlying: Common Stock · 228 shares Expires 2024-12-07 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 07, 2022 Filed Dec 9, 2022 00:15 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000123 · wf-form4_167054488431120.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,769 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 05, 2022 Filed Dec 7, 2022 23:45 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionPerformance Shares · Derivative | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000097 · wf-form4_167045668744492.xml · derivative · entry 6 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 832 shares Expires 2022-12-05 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. F6 · 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 05, 2022 Filed Dec 7, 2022 23:45 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000097 · wf-form4_167045668744492.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,891 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 03, 2022 Filed Oct 4, 2022 22:04 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantPerformance Shares · Derivative | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000083 · wf-form4_166492106986592.xml · derivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common Stock · 832 shares Expires 2022-12-05 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 5, 2019, 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 5, 2022, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions. Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 23:13 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 2,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000051 · wf-form4_165464361389078.xml · derivative · entry 1 Myers Tessa M. · CIK 0001769006 · SVP, Intelligent Devices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,328 Underlying: Common Stock · 2,328 shares Expires 2025-06-06 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F2 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:21 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 767 | $80.44 | $61,697.48 |
DisclosureSEC source: 0001209191-22-027171 · doc4.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,443 F1 · kind: Shares granted pursuant to the 2021 Omnibus Incentive Plan as approved by shareholders on April 30, 2021. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $64,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. Read SEC document |
| May 03, 2021 Filed May 4, 2021 21:06 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 635 | $92.40 | $58,674.00 |
DisclosureSEC source: 0001209191-21-029943 · doc4.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,676 F1 · kind: Shares granted pursuant to the 2021 Omnibus Incentive Plan as approved by shareholders on April 30, 2021. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $60,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. Read SEC document |
| April 27, 2020 Filed Apr 28, 2020 22:24 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 1,021 | $58.82 | $60,055.22 |
DisclosureSEC source: 0001209191-20-026026 · doc4.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,041 F1 · kind: Shares granted pursuant to the 2011 Omnibus Incentive Plan as approved by shareholders on April 29, 2011 and re-approved on April 29, 2016. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $58,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 21:25 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 2,512 | $0.00 Strike: $54.12 | $0.00 |
DisclosureSEC source: 0001209191-19-026617 · doc4.xml · derivative · entry 2 Myers Tessa M. · CIK 0001769006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: BMI Common Stock · 2,512 shares Expires 2029-04-29 F3 · price: Stock Options are granted on a one-for-one basis. F2 · derivative.exercise_date: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This one-time option grant for new directors represents $50,000 in value utilizing the current Black-Scholes valuation. The option grant vests and becomes exercisable one year from the grant date. Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 21:25 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 1,020 | $54.12 | $55,202.40 |
DisclosureSEC source: 0001209191-19-026617 · doc4.xml · nonDerivative · entry 1 Myers Tessa M. · CIK 0001769006 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 F1 · kind: Shares granted pursuant to the 2011 Omnibus Incentive Plan as approved by shareholders on April 29, 2011 and re-approved on April 29, 2016. Non-employee directors are given an annual grant of Badger Meter Common Stock on the first business day following the Company's annual meeting. This year's grant is equal to $57,000 as rounded down to the nearest whole share based on a 10-day average closing price of the Company's Common stock. 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.