Insider and congress filings
Rockwell Automation, Inc. (ROK)
About Rockwell Automation, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Blake D. Moret
- Employees
- 26,000
- Listed since
- -
- Market value
- $47.4B
- Price to earnings
- 39.9
- Earnings per share
- $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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 & | $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 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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% |
| Sixth Street Partners Management Company, L.P. | $754.8M | 1,524,563 | +100.0% | 1.36% |
| Charles Schwab Investment Management Inc | $754.8M | 1,524,563 | -0.9% | 1.36% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
20 filings of 313 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Isaac WoodsVice President and Treasurer | Sold · scheduled · 2 lines | 154 | $432.62 | $67K | Sep 8, 2026 | 1d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold | 400 | $420.14 | $168K | Sep 2, 2026 | 0d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold | 467 | $426.96 | $199K | Aug 31, 2026 | 2d |
| Patricia A. WatsonDirector | Sold | 1,100 | $431.43 | $475K | Aug 27, 2026 | 1d |
| Christian E. RotheSr. VP and CFO | Sold | 590 | $434.30 | $256K | Aug 20, 2026 | 1d |
| Terry L. RiestererVice President and Controller | Sold | 281 | $453.24 | $127K | Jul 16, 2026 | 1d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold | 377 | $460.51 | $174K | Jun 4, 2026 | 0d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold | 218 | $456.34 | $99K | Jun 2, 2026 | 1d |
| John M. MillerVP and Chief IP Counsel | Sold · 2 lines | 1,054 | $426.02 | $449K | May 20, 2026 | 1d |
| Terry L. RiestererVice President and Controller | Sold · 2 lines | 4,024 | $451.97 | $1.8M | May 7, 2026 | 1d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold · 2 lines | 600 | $449.58 | $270K | May 5, 2026 | 1d |
| Scott GenereuxSr.vp, Chief Revenue Officer | Sold | 550 | $447.73 | $246K | May 5, 2026 | 1d |
| Christopher NardecchiaSVP, Chief Information Officer | Sold · 3 lines | 2,538 | $446.43 | $1.1M | May 5, 2026 | 1d |
| Matthew W. FordenwaltSVP Lifecycle Services | Sold | 1,200 | $400.00 | $480K | Apr 13, 2026 | 1d |
| Cyril PerducatSVP, Chief Technology Officer | Sold | 198 | $395.00 | $78K | Apr 10, 2026 | 3d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold | 1,250 | $387.50 | $484K | Apr 8, 2026 | 1d |
| Bulho Matheus De A G VieraSVP Software and Control | Sold | 299 | $359.00 | $107K | Apr 2, 2026 | 1d |
| Robert L. ButtermoreSvp,chief Supply Chain Officer | Sold · 7 lines | 8,932 | $398.92 | $3.6M | Mar 2, 2026 | 1d |
| Christopher NardecchiaSVP, Chief Information Officer | Sold | 14,465 | $410.01 | $5.9M | Feb 26, 2026 | 1d |
| Isaac WoodsVice President and Treasurer | Sold · 5 lines | 1,271 | $405.69 | $516K | Feb 25, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in ROK
20 disclosures of 98 on record · median 31d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -4.6%S&P +3.4% · vs S&P 500 -8.0% | Jun 5, 2026 | Jul 6, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +4.6%S&P +5.8% · vs S&P 500 -1.2% | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.2%S&P +6.8% · vs S&P 500 -0.6% | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.2%S&P +13.3% · vs S&P 500 +1.9% | Mar 6, 2026 | Apr 7, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +5.9%S&P +11.4% · vs S&P 500 -5.5% | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.7%S&P +10.3% · vs S&P 500 -7.7% | Feb 6, 2026 | Mar 9, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +4.8%S&P +12.5% · vs S&P 500 -7.7% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -0.1%S&P +9.8% · vs S&P 500 -10.0% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.9%S&P +11.6% · vs S&P 500 -4.6% | Jan 2, 2026 | Feb 6, 2026 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +2.0%S&P +10.6% · vs S&P 500 -8.6% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +22.0%S&P +13.9% · vs S&P 500 +8.0% | Oct 3, 2025 | Nov 6, 2025 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +24.3%S&P +22.9% · vs S&P 500 +1.4% | Jul 2, 2025 | Aug 7, 2025 | 36d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +31.4%S&P +27.3% · vs S&P 500 +4.1% | Jun 6, 2025 | Jul 9, 2025 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +75.8%S&P +40.4% · vs S&P 500 +35.3% | Apr 9, 2025 | May 12, 2025 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +82.8%S&P +41.9% · vs S&P 500 +41.0% | Apr 15, 2025 | May 12, 2025 | 27d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +96.0%S&P +54.2% · vs S&P 500 +41.8% | Apr 8, 2025 | Apr 28, 2025 | 20d |
| George Whitesides | Stock | Sale | $50,001 - $100,000 | +59.0%S&P +32.4% · vs S&P 500 +26.6% | Mar 24, 2025 | Apr 23, 2025 | 30d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +56.8%S&P +33.1% · vs S&P 500 +23.7% | Mar 6, 2025 | Apr 10, 2025 | 35d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +47.6%S&P +28.3% · vs S&P 500 +19.3% | Feb 25, 2025 | Mar 27, 2025 | 30d |
| Tim Moore | Stock | Sale | $15,001 - $50,000 | +44.7%S&P +27.2% · vs S&P 500 +17.5% | Feb 21, 2025 | Mar 11, 2025 | 18d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
4 members · estimate, as of Sep 10, 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 | 3.4% |
| 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 Sep 10, 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.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| 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 |
| John M. MillerVP and Chief IP Counsel | Option exercise | 700 | May 20, 2026 |
| Terry L. RiestererVice President and Controller | Option exercise | 2,924 | May 7, 2026 |
| Terry L. RiestererVice President and Controller | Option exercise | 900 | May 8, 2026 |
| Matthew W. FordenwaltSVP Lifecycle Services | Option exercise | 600 | May 5, 2026 |
| Christopher NardecchiaSVP, Chief Information Officer | Option exercise | 2,538 | May 5, 2026 |
| David A. ZapicoDirector | Stock award | 229 | Apr 16, 2026 |
| Matthew W. FordenwaltSVP Lifecycle Services | Option exercise | 1,200 | Apr 13, 2026 |
| Cyril PerducatSVP, Chief Technology Officer | Option exercise | 581 | Apr 9, 2026 |
| Bulho Matheus De A G VieraSVP Software and Control | Option exercise | 882 | Apr 1, 2026 |
| William P. GipsonDirector | Stock award | 90 | Apr 1, 2026 |
| Robert L. ButtermoreSvp,chief Supply Chain Officer | Option exercise | 8,532 | Mar 2, 2026 |
| Christopher NardecchiaSVP, Chief Information Officer | Option exercise | 3,400 | Feb 26, 2026 |
| Isaac WoodsVice President and Treasurer | Option exercise | 900 | Feb 25, 2026 |
| Scott GenereuxSr.vp, Chief Revenue Officer | Option exercise | 16,207 | Feb 25, 2026 |
| Rebecca W. HouseSVP, CLO and Secretary | Option exercise | 12,100 | Feb 25, 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.
Questions
Are insiders buying or selling ROK?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. One was scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded ROK?
Ro Khanna, Robert Bresnahan, George Whitesides, Tim Moore 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 Sep 10, 2026. The three largest estimated positions belong to Kevin Hern, Kelly Morrison and Cliff Bentz. 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 Sep 10, 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 days after the transaction, 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 Sep 10, 2026.