Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ROCKWELL AUTOMATION, INCROK · Entity 906 | SVP, Chief Technology 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.
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 | 1,993 |
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 1,993 · Balance 1,993 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 09, 2023 Filed Dec 12, 2023 01:58 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000199 · wk-form4_1702346320.xml · nonDerivative · entry 3 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,358 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 01:58 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 140 | $279.04 | $39,066.10 |
DisclosureSEC source: 0001024478-23-000199 · wk-form4_1702346320.xml · nonDerivative · entry 2 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,665 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 2/20/2023 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 $278.62 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 01:58 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000199 · wk-form4_1702346320.xml · derivative · entry 6 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 314 Underlying: Common Stock · 314 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. 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 |
| December 07, 2023 Filed Dec 12, 2023 01:58 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000199 · wk-form4_1702346320.xml · nonDerivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,805 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 00:49 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000177 · wk-form4_1701823750.xml · derivative · entry 2 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,396 Underlying: Common Stock · 1,396 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 00:49 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,540 | $0.00 Strike: $279.50 | $0.00 |
DisclosureSEC source: 0001024478-23-000177 · wk-form4_1701823750.xml · derivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,540 Underlying: Common Stock · 4,540 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 |
| June 02, 2023 Filed Jun 2, 2023 21:08 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 645 | $289.23 | $186,553.41 |
DisclosureSEC source: 0001024478-23-000054 · wf-form4_168574007371579.xml · nonDerivative · entry 2 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,491 F1 · kind: Sale of shares pursuant to a 10b5-1 trading plan entered into on 2/20/2023 to cover taxes due on restricted stock units that vested on 6/1/2023. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $289.2300 to $289.3150. 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, 2023 Filed Jun 2, 2023 21:08 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000054 · wf-form4_168574007371579.xml · derivative · entry 3 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,240 Underlying: Common Stock · 2,240 shares Expires 2024-06-01 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F4 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 21:08 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000054 · wf-form4_168574007371579.xml · nonDerivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,136 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 01, 2023 Filed Feb 3, 2023 00:09 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 900 | $284.11 | $255,697.92 |
DisclosureSEC source: 0001024478-23-000015 · wf-form4_167538296913339.xml · nonDerivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896 Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 23:16 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 2,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000179 · wf-form4_167097337509344.xml · derivative · entry 2 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,079 Underlying: Common Stock · 2,079 shares Expires 2025-12-09 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 09, 2022 Filed Dec 13, 2022 23:16 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: 0001024478-22-000179 · wf-form4_167097337509344.xml · derivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,957 Underlying: Common Stock · 6,957 shares Expires 2032-12-09 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 |
| December 08, 2022 Filed Dec 9, 2022 00:09 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 93 | $256.72 | $23,875.09 |
DisclosureSEC source: 0001024478-22-000117 · wf-form4_167054443706187.xml · nonDerivative · entry 2 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 2/28/2022 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 9, 2022 00:09 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 313 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000117 · wf-form4_167054443706187.xml · derivative · entry 3 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628 Underlying: Common Stock · 313 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F4 · 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 00:09 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 313 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000117 · wf-form4_167054443706187.xml · nonDerivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,889 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 02, 2022 Filed Jun 3, 2022 20:46 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 664 | $217.75 | $144,583.28 |
DisclosureSEC source: 0001024478-22-000042 · wf-form4_165428914941516.xml · nonDerivative · entry 2 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,576 F1 · kind: Sale of shares pursuant to a 10b5-1 trading plan entered into on 2/28/2022 to cover taxes due on restricted stock units that vested on 6/1/2022. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $217.05 to $218.01. 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, 2022 Filed Jun 3, 2022 20:46 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000042 · wf-form4_165428914941516.xml · derivative · entry 3 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,480 Underlying: Common Stock · 2,240 shares Expires 2024-06-01 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F4 · derivative.exercise_date: The restricted stock units vests in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:46 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000042 · wf-form4_165428914941516.xml · nonDerivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,240 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 07, 2021 Filed Dec 9, 2021 23:41 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 941 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-21-000147 · wf-form4_163909324507989.xml · derivative · entry 2 Perducat Cyril · CIK 0001862211 · SVP, Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 941 Underlying: Common Stock · 941 shares Expires 2024-12-07 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 07, 2021 Filed Dec 9, 2021 23:41 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 3,764 | $0.00 Strike: $350.76 | $0.00 |
DisclosureSEC source: 0001024478-21-000147 · wf-form4_163909324507989.xml · derivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,764 Underlying: Common Stock · 3,764 shares Expires 2031-12-07 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 |
| June 01, 2021 Filed Jun 2, 2021 20:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 6,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-21-000775 · form.xml · derivative · entry 1 Perducat Cyril · CIK 0001862211 · SVP, Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,720 Underlying: Common Stock · 6,720 shares Expires 2024-06-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F2 · shares: Awarded under the Company's 2020 Long-Term Incentives Plan. F3 · derivative.exercise_date: The restricted stock units vests in three substantially equal annual installments beginning on the date exercisable. 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.