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 09, 2022 Filed Dec 13, 2022 23:23 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000187 · wf-form4_167097380198371.xml · derivative · entry 6 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462 Underlying: Common Stock · 462 shares Expires 2025-12-09 F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F7 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F6 · 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 23:23 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,546 | $0.00 Strike: $259.81 | $0.00 |
DisclosureSEC source: 0001024478-22-000187 · wf-form4_167097380198371.xml · derivative · entry 5 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546 Underlying: Common Stock · 1,546 shares Expires 2032-12-09 F7 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F8 · 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 00:19 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 27 | $256.72 | $6,931.43 |
DisclosureSEC source: 0001024478-22-000129 · wf-form4_167054517527572.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513 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 $256.7101 to $256.72. 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 07, 2022 Filed Dec 7, 2022 23:42 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 20 | $256.98 | $5,139.50 |
DisclosureSEC source: 0001024478-22-000095 · wf-form4_167045654717569.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 8/09/2022 to cover taxes due on restricted stock that vested on 12/5/2022. F3 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $256.80 to $257.15. 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 |
| December 07, 2022 Filed Dec 7, 2022 23:42 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 3 | $255.13 | $765.39 |
DisclosureSEC source: 0001024478-22-000095 · wf-form4_167045654717569.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475 F1 · kind: Sale of shares pursuant to Rule 10b5-1 plan entered into on 8/09/2022 to cover taxes due on restricted stock that vested on 12/5/2022. F2 · price: Price reported in column 4 is a weighted average price. Shares sold at prices ranging from $254.8101 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 00:19 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000129 · wf-form4_167054517527572.xml · derivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172 Underlying: Common Stock · 85 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. 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 07, 2022 Filed Dec 9, 2022 00:19 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000129 · wf-form4_167054517527572.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540 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 06, 2022 Filed Jun 7, 2022 23:10 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 2,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-22-000050 · wf-form4_165464341069523.xml · derivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,793 Underlying: Common Stock · 2,793 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 |
| February 15, 2022 Filed Mar 25, 2022 21:38 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | OtherCommon Stock | 129.1833 | $268.37 | $34,668.92 |
DisclosureSEC source: 0001024478-22-000027 · wf-form4_164824430602234.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · By Savings Plan Disclosed balance after: 376.1072 F1 · balance_after: Includes shares represented by Company stock fund units acquired under the Company Savings Plan since the date last reported for this person based on information furnished by the Plan Administrator as of 2/15/2022. The number of stock fund units represented by the balance of the participant's Company stock fund account may not exactly equal the number of stock fund units represented by a prior balance due to variance in the proportion of uninvested cash held in the reference fund used to determine unit values of the Company stock fund under the Plan. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:50 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionRestricted Stock Units · Derivative | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-21-000179 · wf-form4_163952220877149.xml · derivative · entry 3 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117 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. 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 10, 2021 Filed Dec 14, 2021 22:50 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-21-000179 · wf-form4_163952220877149.xml · nonDerivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478 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 · balance_after: Includes 420 shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 00:04 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted Stock Units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001024478-21-000155 · wf-form4_163909465193276.xml · derivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257 Underlying: Common Stock · 257 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 10, 2021 00:04 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,027 | $0.00 Strike: $350.76 | $0.00 |
DisclosureSEC source: 0001024478-21-000155 · wf-form4_163909465193276.xml · derivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,027 Underlying: Common Stock · 1,027 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 |
| December 10, 2020 Filed Dec 14, 2020 22:28 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantEmployee stock option (right to buy) · Derivative | 800 | $0.00 Strike: $246.77 | $0.00 |
DisclosureSEC source: 0001246360-20-001940 · form.xml · derivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires 2030-12-10 F2 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F4 · derivative.exercise_date: The option vests in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 22:28 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantRestricted stock units · Derivative | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001940 · form.xml · derivative · entry 1 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175 Underlying: Common Stock · 175 shares Expires 2023-12-10 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Rockwell Automation common stock. F2 · kind: Awarded under the Company's 2020 Long-Term Incentives Plan. F3 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning on the date exercisable. Read SEC document |
| November 20, 2020 Filed Nov 21, 2020 00:35 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 297 | $0.00 Strike: $136.40 | $0.00 |
DisclosureSEC source: 0001246360-20-001844 · form.xml · derivative · entry 4 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Underlying: Common Stock · 297 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. Read SEC document |
| November 20, 2020 Filed Nov 21, 2020 00:35 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | SaleCommon Stock | 297 | $250.07 | $74,271.24 |
DisclosureSEC source: 0001246360-20-001844 · form.xml · nonDerivative · entry 3 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 F2 · ownership.direct: Represents shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. Read SEC document |
| November 20, 2020 Filed Nov 21, 2020 00:35 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | Exercise / conversionCommon Stock | 297 | $136.40 | $40,510.80 |
DisclosureSEC source: 0001246360-20-001844 · form.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2020 Filed Oct 3, 2020 00:35 UTC | ROCKWELL AUTOMATION, INC ROK · Entity 906 | GrantCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001555 · form.xml · nonDerivative · entry 2 Woods Isaac · CIK 0001825762 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 F2 · kind: Restricted stock award under the Company's 2020 Long-Term Incentives Plan. F3 · ownership.direct: Represents shares held by the Company to implement restrictions on transfer unless and until certain conditions are met. 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.