
Insider and congress filings
Rockwell Automation, Inc. (ROK)
NYSE · Industrials · 331 insider transactions · 101 congress trades · last filed 12 days agoS&P 500
About Rockwell Automation, Inc.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Blake D. Moret
- Employees
- 26,000
- Listed since
- -
- Market value
- $47.2B
- Price to earnings (12 mo)
- 39.7
- Net income per share, as reported (12 mo)
- $10.71
- Dividend yield
- 1.30%
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Aug 4, 2026 | $3.49 | $3.38 | $2.3B | $2.2B | EPS beatRevenue beat |
| Q2 FY2026reported May 5, 2026 | $3.30 | $2.88 | $2.2B | $2.2B | EPS beatRevenue beat |
| Q1 FY2026reported Feb 5, 2026 | $2.75 | $2.47 | $2.1B | $2.1B | EPS beatRevenue in line |
| Q4 FY2025reported Nov 6, 2025 | $3.34 | $2.94 | $2.3B | $2.2B | EPS beatRevenue beat |
| Q3 FY2025reported Aug 6, 2025 | $2.82 | $2.67 | $2.1B | $2.1B | EPS beatRevenue beat |
| Q2 FY2025reported May 7, 2025 | $2.45 | $2.10 | $2.0B | $2.0B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Dec 22, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Blake D. MoretPresident & Chief Executive Officer | $1.2M | $7.7M | $6.5M | $15.4M |
| Christian E. RotheSenior Vice President & Chief Financial Officer | $800K | $2.2M | $2.0M | $5.0M |
| Matthew W. FordenwaltSenior Vice President, Lifecycle Services | $600K | $1.8M | $1.5M | $3.9M |
| Rebecca W. HouseSenior Vice President, Chief People & Legal Officer & Secretary | $664K | $1.5M | $1.3M | $3.5M |
| Scott A. GenereuxSenior Vice President, Chief Revenue Officer | $644K | $1.5M | $1.2M | $3.4M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $6.1B | 12,380,576 | +3.9% | 11.04% |
| Vanguard Capital Management LLC | $3.6B | 7,270,705 | -0.4% | 6.49% |
| Vanguard Portfolio Management LLC | $2.9B | 5,928,262 | +1.4% | 5.29% |
| State Street Corp | $2.6B | 5,323,990 | +5.3% | 4.75% |
| Geode Capital Management, LLC | $1.5B | 3,132,604 | +2.4% | 2.79% |
| Morgan Stanley | $1.5B | 3,040,314 | +7.7% | 2.71% |
| JPMorgan Chase & Co. | $1.4B | 2,919,588 | +53.0% | 2.60% |
| UBS Group AG | $1.1B | 2,183,669 | +0.2% | 1.95% |
| Goldman Sachs Group Inc | $957.1M | 1,933,275 | +0.6% | 1.72% |
| Invesco Ltd. | $901.4M | 1,820,740 | +8.0% | 1.62% |
| Charles Schwab Investment Management Inc | $754.8M | 1,524,563 | -0.9% | 1.36% |
| Northern Trust Corp | $711.5M | 1,437,183 | +1.3% | 1.28% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Isaac WoodsVice President and Treasurer | Sold · scheduled · 2 lines | 154 | $432.62 | $67K | Sep 8, 2026filed Sep 9, 2026 | 1d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold · scheduled | 400 | $420.14 | $168K | Sep 2, 2026filed Sep 2, 2026 | 0d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold · scheduled | 467 | $426.96 | $199K | Aug 31, 2026filed Sep 2, 2026 | 2d |
| Patricia A. WatsonDirector | Sold | 1,100 | $431.43 | $475K | Aug 27, 2026filed Aug 28, 2026 | 1d |
| Christian E. RotheSr. VP and CFO | Sold · scheduled | 590 | $434.30 | $256K | Aug 20, 2026filed Aug 21, 2026 | 1d |
| Terry L. RiestererVice President and Controller | Sold · scheduled | 281 | $453.24 | $127K | Jul 16, 2026filed Jul 17, 2026 | 1d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold · scheduled | 377 | $460.51 | $174K | Jun 4, 2026filed Jun 4, 2026 | 0d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold · scheduled | 218 | $456.34 | $99K | Jun 2, 2026filed Jun 3, 2026 | 1d |
| John M. MillerVP and Chief IP Counsel | Sold · scheduled · 2 lines | 1,054 | $426.02 | $449K | May 20, 2026filed May 21, 2026 | 1d |
| Terry L. RiestererVice President and Controller | Sold · 2 lines | 4,024 | $451.97 | $1.8M | May 7, 2026filed May 8, 2026 | 1d |
| Scott GenereuxSR.VP, Chief Revenue Officer | Sold · scheduled | 550 | $447.73 | $246K | May 5, 2026filed May 6, 2026 | 1d |
| Christopher NardecchiaSVP, Chief Information Officer | Sold · scheduled · 3 lines | 2,538 | $446.43 | $1.1M | May 5, 2026filed May 6, 2026 | 1d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold · scheduled · 2 lines | 600 | $449.58 | $270K | May 5, 2026filed May 6, 2026 | 1d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold · scheduled | 1,200 | $400.00 | $480K | Apr 13, 2026filed Apr 14, 2026 | 1d |
| Cyril PerducatSVP, Chief Technology Officer | Sold · scheduled | 198 | $395.00 | $78K | Apr 10, 2026filed Apr 13, 2026 | 1d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold · scheduled | 1,250 | $387.50 | $484K | Apr 8, 2026filed Apr 9, 2026 | 1d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold · scheduled | 299 | $359.00 | $107K | Apr 2, 2026filed Apr 3, 2026 | 1d |
| Robert L. ButtermoreSVP, Chief Supply Chain Officer | Sold · scheduled · 7 lines | 8,932 | $398.92 | $3.6M | Mar 2, 2026filed Mar 3, 2026 | 1d |
| Christopher NardecchiaSVP, Chief Information Officer | Sold · scheduled | 14,465 | $410.01 | $5.9M | Feb 26, 2026filed Feb 27, 2026 | 1d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold · scheduled · 4 lines | 880 | $403.60 | $355K | Feb 25, 2026filed Feb 27, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jordan Canfield ReynoldsSVP Lifecycle Services | Stock award | 246 | Oct 1, 2026 |
| Terry L. RiestererVice President and Controller | Stock award | 645 | Oct 1, 2026 |
| Isaac WoodsVice President and Treasurer | Stock award | 614 | Oct 1, 2026 |
| John M. MillerVP and Chief IP Counsel | Stock award | 277 | Oct 1, 2026 |
| Cyril PerducatSVP, Chief Technology Officer | Stock award | 1,993 | Oct 1, 2026 |
| Bulho Matheus De A G VieraSVP Software and Control | Stock award | 1,533 | Oct 1, 2026 |
| Christopher NardecchiaSVP, Chief Information Officer | Stock award | 1,533 | Oct 1, 2026 |
| Blake D. MoretPresident and CEO | Stock award | 16,852 | Oct 1, 2026 |
| Rebecca W. HouseSVP, CLO and Secretary | Stock award | 3,371 | Oct 1, 2026 |
| Tessa M. MyersSVP, Chief Revenue Officer | Stock award | 3,371 | Oct 1, 2026 |
| Matthew W. FordenwaltSVP Intelligent Devices | Stock award | 3,371 | Oct 1, 2026 |
| Robert L. ButtermoreSVP, Chief Supply Chain Officer | Stock award | 2,453 | Oct 1, 2026 |
| Jordan Canfield ReynoldsSVP Lifecycle Services | Other Form 4 entry (see filing) | 1,284 | Dec 5, 2025 |
| Jordan Canfield ReynoldsSVP Lifecycle Services | Other Form 4 entry (see filing) | 559 | Dec 4, 2024 |
| William P. GipsonDirector | Stock award | 75 | Oct 1, 2026 |
| Isaac WoodsVice President and Treasurer | Option exercise | 325 | Sep 5, 2026 |
| Christian E. RotheSr. VP and CFO | Option exercise | 1,257 | Aug 19, 2026 |
| Terry L. RiestererVice President and Controller | Option exercise | 849 | Jul 16, 2026 |
| William P. GipsonDirector | Stock award | 69 | Jul 1, 2026 |
| Matthew W. FordenwaltSVP Lifecycle Services | Option exercise | 595 | Jun 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in ROK
20 disclosures of 101 on record · median 31d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | +3.9%After the saleS&P 500 -0.3% · +4.3 pts vs S&P 500 | Sep 17, 2026 | Oct 13, 2026 | 26d |
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | +0.2%After the saleS&P 500 -0.7% · +0.9 pts vs S&P 500 | Sep 2, 2026 | Sep 25, 2026 | 23d |
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | +1.7%After the saleS&P 500 -0.1% · +1.8 pts vs S&P 500 | Sep 14, 2026 | Sep 25, 2026 | 11d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -4.6%After the saleS&P 500 +3.0% · -7.6 pts vs S&P 500 | Jun 5, 2026 | Jul 6, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +4.6%S&P 500 +5.4% · -0.9 pts vs S&P 500 | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.2%S&P 500 +6.4% · -0.2 pts vs S&P 500 | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.2%S&P 500 +13.0% · +2.3 pts vs S&P 500 | Mar 6, 2026 | Apr 7, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +4.8%After the saleS&P 500 +12.1% · -7.3 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.7%After the saleS&P 500 +10.0% · -7.3 pts vs S&P 500 | Feb 6, 2026 | Mar 9, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +5.1%After the saleS&P 500 +10.5% · -5.4 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.9%S&P 500 +11.2% · -4.3 pts vs S&P 500 | Jan 2, 2026 | Feb 6, 2026 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +2.0%S&P 500 +10.2% · -8.2 pts vs S&P 500 | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -0.1%S&P 500 +9.5% · -9.6 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +22.0%After the saleS&P 500 +13.5% · +8.4 pts vs S&P 500 | Oct 3, 2025 | Nov 6, 2025 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +24.3%S&P 500 +22.5% · +1.8 pts vs S&P 500 | Jul 2, 2025 | Aug 7, 2025 | 36d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +31.4%S&P 500 +26.9% · +4.5 pts vs S&P 500 | Jun 6, 2025 | Jul 9, 2025 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +75.8%After the saleS&P 500 +40.0% · +35.8 pts vs S&P 500 | Apr 9, 2025 | May 12, 2025 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +82.8%After the saleS&P 500 +41.4% · +41.5 pts vs S&P 500 | Apr 15, 2025 | May 12, 2025 | 27d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +94.6%After the saleS&P 500 +53.0% · +41.7 pts vs S&P 500 | Apr 8, 2025 | Apr 28, 2025 | 20d |
| George Whitesides | Stock | Sale | $50,001 - $100,000 | +59.0%After the saleS&P 500 +32.0% · +27.1 pts vs S&P 500 | Mar 24, 2025 | Apr 23, 2025 | 30d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in ROK, filterable by party, chamber, type and account.
Members of Congress reporting a position
4 members · estimate, as of Oct 22, 20264 members report a position (estimated). The largest estimated position is in the $500,001 - $1,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Kevin Hern | Republican · House | $500,001 - $1,000,000 | 3.2% |
| Kelly Morrison | Democrat · House | $50,001 - $100,000 | 0.6% |
| Cliff Bentz | Republican · House | $1,001 - $15,000 | 0.6% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling ROK?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. 18 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded ROK?
Kevin Hern, Ro Khanna, Robert Bresnahan and George Whitesides disclosed ROK transactions in the filings shown here.
Which members of Congress hold ROK?
4 members of Congress report a position in ROK in the estimate we hold as of Oct 22, 2026. The two largest estimated positions belong to Kevin Hern and Kelly Morrison; Cliff Bentz holds one of the next largest, in the $1,001 - $15,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is ROK in the S&P 500 or the Nasdaq 100?
Rockwell Automation, Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are ROK trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 31 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
