Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ROCKWELL AUTOMATION, INCROK · Entity 906 | Vice President and Treasurer | 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 | 614 |
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 614 · Balance 614 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, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 8 | $298.25 | $2,386.02 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 8 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,093 F3 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 12/9/2024. F7 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $298.1850 to $298.2750. 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, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 11 | $297.61 | $3,273.67 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 7 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,101 F3 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 12/9/2024. F6 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $297.1850 to $297.8700. 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, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 22 | $296.67 | $6,526.79 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 6 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,112 F3 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 12/9/2024. F5 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $296.1300 to $297.0950. 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, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 9 | $295.17 | $2,656.50 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 5 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,134 F3 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 12/9/2024. F4 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $294.7250 to $295.5550. 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, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · derivative · entry 11 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154 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. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F10 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,143 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, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 26 | $302.00 | $7,852.12 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 3 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,989 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 12/7/2024. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $301.7950 to $302.0950. 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, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 1 | $298.95 | $298.95 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,015 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 12/7/2024. Read SEC document |
| December 07, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · derivative · entry 10 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 86 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. F9 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F10 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 07, 2024 Filed Dec 11, 2024 01:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000191 · wk-form4_1733879423.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,016 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, 2024 Filed Dec 6, 2024 21:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 384 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000155 · wk-form4_1733522141.xml · derivative · entry 6 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 384 Underlying: Common Stock · 384 shares Expires 2027-12-05 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 05, 2024 Filed Dec 6, 2024 21:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,220 | $0.00 Strike: $297.10 | $0.00 |
DisclosureSEC source: 0001024478-24-000155 · wk-form4_1733522141.xml · derivative · entry 5 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,220 Underlying: Common Stock · 1,220 shares Expires 2034-12-05 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 05, 2024 Filed Dec 6, 2024 21:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 46 | $296.48 | $13,638.29 |
DisclosureSEC source: 0001024478-24-000155 · wk-form4_1733522141.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,930 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 12/4/2024. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $296.46 to $296.4850. 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 04, 2024 Filed Dec 6, 2024 21:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000155 · wk-form4_1733522141.xml · derivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 287 Underlying: Common Stock · 143 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, 2024 Filed Dec 6, 2024 21:55 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000155 · wk-form4_1733522141.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,976 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 |
| September 05, 2024 Filed Sep 9, 2024 21:39 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 974 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000097 · wk-form4_1725917958.xml · derivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 974 Underlying: Common Stock · 974 shares Expires 2027-09-05 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 |
| June 07, 2024 Filed Jun 7, 2024 21:41 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 174 | $256.80 | $44,683.60 |
DisclosureSEC source: 0001024478-24-000072 · wk-form4_1717796478.xml · nonDerivative · entry 3 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,833 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 6/6/2024. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $256.48 to $257.09. 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 |
| June 07, 2024 Filed Jun 7, 2024 21:41 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 123 | $255.79 | $31,462.07 |
DisclosureSEC source: 0001024478-24-000072 · wk-form4_1717796478.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,007 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023 to cover taxes due on restricted stock units that vested on 6/6/2024. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $255.41 to $256.26. 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, 2024 Filed Jun 7, 2024 21:41 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000072 · wk-form4_1717796478.xml · derivative · entry 5 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 931 Underlying: Common Stock · 931 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, 2024 Filed Jun 7, 2024 21:41 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-24-000072 · wk-form4_1717796478.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,130 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 29, 2024 Filed Mar 1, 2024 22:38 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 200 | $0.00 Strike: $136.40 | $0.00 |
DisclosureSEC source: 0001024478-24-000030 · wk-form4_1709332676.xml · derivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200 shares Expires 2026-12-06 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_date: The options vested in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 22:38 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 150 | $287.59 | $43,138.50 |
DisclosureSEC source: 0001024478-24-000030 · wk-form4_1709332676.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,199 F2 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 11/29/2023. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 22:38 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 200 | $136.40 | $27,280.00 |
DisclosureSEC source: 0001024478-24-000030 · wk-form4_1709332676.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,349 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. F1 · kind: Option exercise pursuant to Rule 10b5-1 plan entered into on 11/29/2023. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 123 | $280.15 | $34,458.70 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · nonDerivative · entry 7 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,149 F3 · 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 12/9/2023 and 12/10/2023 and performance shares that vested on 12/10/2023. F4 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $280.13 to $280.24. 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 11, 2023 Filed Dec 12, 2023 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 1 | $279.09 | $279.09 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · nonDerivative · entry 6 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,272 F3 · 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 12/9/2023 and 12/10/2023 and performance shares that vested on 12/10/2023. Read SEC document |
| December 10, 2023 Filed Dec 12, 2023 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionPerformance Shares · Derivative | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · derivative · entry 12 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 175 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. F8 · 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 10, 2023 Filed Dec 12, 2023 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · derivative · entry 11 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 59 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. 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 10, 2023 Filed Dec 12, 2023 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · nonDerivative · entry 5 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,273 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 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · nonDerivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,098 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 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · derivative · entry 10 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 308 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. 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 09, 2023 Filed Dec 12, 2023 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · nonDerivative · entry 3 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,039 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 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 28 | $279.10 | $7,814.79 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 885 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 $278.78 to $279.5801. 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 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · derivative · entry 9 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86 Underlying: Common Stock · 86 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 02:01 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000203 · wk-form4_1702346472.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 913 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 00:42 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000171 · wk-form4_1701823314.xml · derivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 430 Underlying: Common Stock · 430 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 00:42 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,397 | $0.00 Strike: $279.50 | $0.00 |
DisclosureSEC source: 0001024478-23-000171 · wk-form4_1701823314.xml · derivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,397 Underlying: Common Stock · 1,397 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 21:52 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantPerformance Shares · Derivative | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000111 · wf-form4_169636990578544.xml · derivative · entry 6 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175 Underlying: Common Stock · 175 shares Expires 2023-12-10 F6 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent). F7 · 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. F8 · 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 |
| October 02, 2023 Filed Oct 3, 2023 21:52 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 40 | $287.74 | $11,509.55 |
DisclosureSEC source: 0001024478-23-000111 · wf-form4_169636990578544.xml · nonDerivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 827 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 that vested on 10/1/2023. F4 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $287.4050 to $288.16. 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 |
| October 02, 2023 Filed Oct 3, 2023 21:52 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 10 | $285.27 | $2,852.70 |
DisclosureSEC source: 0001024478-23-000111 · wf-form4_169636990578544.xml · nonDerivative · entry 3 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 867 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 that vested on 10/1/2023. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 21:52 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 40 | $284.21 | $11,368.30 |
DisclosureSEC source: 0001024478-23-000111 · wf-form4_169636990578544.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 877 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 that vested on 10/1/2023. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $284.01 to $284.32. 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 |
| October 02, 2023 Filed Oct 3, 2023 21:52 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 23 | $283.61 | $6,523.06 |
DisclosureSEC source: 0001024478-23-000111 · wf-form4_169636990578544.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 917 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 that vested on 10/1/2023. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $282.9201 to $283.9100. 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 28, 2023 Filed Jun 28, 2023 20:47 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 150 | $325.00 | $48,750.00 |
DisclosureSEC source: 0001024478-23-000082 · wf-form4_168798523400280.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 940 F1 · kind: Sale of shares pursuant to a 10b5-1 trading plan entered into on 2/23/2023. F2 · balance_after: Includes 350 shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| June 07, 2023 Filed Jun 7, 2023 22:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 236 | $296.72 | $70,027.08 |
DisclosureSEC source: 0001024478-23-000064 · wf-form4_168617603265666.xml · nonDerivative · entry 3 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,090 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 $296.4500 to $297.1600. 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. F4 · balance_after: Includes 350 shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| June 07, 2023 Filed Jun 7, 2023 22:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 57 | $295.90 | $16,866.56 |
DisclosureSEC source: 0001024478-23-000064 · wf-form4_168617603265666.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,326 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 $295.4100 to $296.3300. 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 22:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000064 · wf-form4_168617603265666.xml · derivative · entry 5 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,862 Underlying: Common Stock · 931 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. 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 06, 2023 Filed Jun 7, 2023 22:14 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 931 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-23-000064 · wf-form4_168617603265666.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,383 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 27, 2023 Filed Feb 27, 2023 22:45 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 100 | $294.34 | $29,433.50 |
DisclosureSEC source: 0001024478-23-000032 · wf-form4_167753790677909.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452 F1 · balance_after: Includes 350 shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 23:23 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 19 | $258.88 | $4,918.80 |
DisclosureSEC source: 0001024478-22-000187 · wf-form4_167097380198371.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552 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 $258.66 to $259.18. 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. F3 · balance_after: Includes 350 shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 23:23 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000187 · wf-form4_167097380198371.xml · derivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59 Underlying: Common Stock · 58 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. 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 |
| December 10, 2022 Filed Dec 13, 2022 23:23 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000187 · wf-form4_167097380198371.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.