Roger SEC Filings

Capital Research Global Investors filed a Schedule 13G reporting beneficial ownership of 1,221,660 Rogers Corp. (ROG) common shares, representing 6.7% of the class as of 09/30/2025. The filer reports sole voting and sole dispositive power over these shares.

The percentage is based on 18,121,685 shares believed outstanding. The filing states the securities were acquired and are held in the ordinary course of business and not to change or influence control. Item 6 identifies SMALLCAP World Fund, Inc. as a person that may have the right to receive dividends or sale proceeds.

Rogers Corp (ROG): Director stock sales reported on Form 4. A company director sold 110 shares of common stock on 11/10/2025 at $86 and 3,590 shares on 11/11/2025 at a weighted average price of $85.0012. Following these transactions, the director directly beneficially owns 14,657 shares. The 3,590-share sale reflects multiple trades between $85.00 and $85.0250.

Rogers Corporation received a Form 144 notice for a proposed sale of 3,700 shares of common stock through Charles Schwab, with an aggregate market value of $318,200. The shares were acquired via restricted stock vesting in 2019, 2021, and 2022. Shares outstanding were 17,984,499; this is a baseline figure, not the amount being sold. The sale is targeted for 11/10/2025 on the NYSE.

Starboard Value filed Amendment No. 1 to its Schedule 13D on Rogers Corp (ROG), reporting beneficial ownership of 1,203,457 shares, equal to 6.7% of the class. The group reports primarily sole voting and dispositive power over these shares through affiliated entities, while Jeffrey C. Smith and Peter A. Feld report shared voting and dispositive power over 1,203,457 shares.

Ownership percentages are based on 17,984,499 shares outstanding as of October 24, 2025. The filing states the positions were purchased with working capital (which may include margin loans) in open‑market transactions. Disclosed aggregate purchase prices include $56,941,247 for 697,455 shares (Starboard V&O Fund) and $22,531,020 for 237,035 shares (Starboard X Master), among others.

The amendment also adds an exhibit listing transactions over the past sixty days and updates the Item 5 ownership details and Item 3 source of funds.

Rogers Corp (ROG) Form 4: A company officer (SVP & GM - EMS) reported selling 775 shares of Capital (Common) Stock at $85.8658 on 10/31/2025. Following the transaction, the officer directly beneficially owns 4,462 shares. A footnote states this total includes 68 shares acquired under the Issuer's Global Stock Ownership Plan for Employees for the six-month period ended June 15, 2025.

Rogers Corporation (ROG) received a Form 144 notice indicating a holder intends to sell up to 775 common shares through Charles Schwab & Co., Inc. on or about 10/31/2025 on the NYSE. The filing lists an aggregate market value of $66,546.00 for the proposed sale.

The shares were acquired via equity compensation upon restricted stock lapses on 02/09/2024 (243), 02/10/2024 (56), and 02/09/2025 (476). Shares outstanding were 17,984,499 at the time referenced in the notice; this is a baseline figure, not the amount being sold.

Rogers Corporation (ROG) reported Q3 2025 results. Net sales were $216.0 million versus $210.3 million a year ago. Gross margin was $72.3 million (down from $74.1 million) and operating income was $15.7 million. Net income was $8.6 million, or $0.48 per diluted share, compared with $0.58 last year.

For the first nine months, revenue was $609.3 million versus $637.9 million, with a net loss of $66.4 million, driven by $71.8 million of non‑cash impairments recognized earlier in the year ($67.3 million goodwill and $4.5 million indefinite‑lived intangible related to the curamik reporting unit). Operating cash flow was $54.3 million; capital expenditures were $25.4 million. Cash and cash equivalents were $167.8 million, and there were no outstanding borrowings under the $450 million revolving credit facility. The company repurchased $38.1 million of stock year‑to‑date; 17,984,499 shares were outstanding as of October 24, 2025.

Rogers Corporation (ROG) furnished an 8-K announcing its third quarter 2025 results. The company disclosed that a press release dated October 29, 2025 details the Q3 performance and is included as Exhibit 99.1, incorporated by reference under Items 2.02 (Results of Operations and Financial Condition) and 7.01 (Regulation FD Disclosure).

The information in Items 2.02 and 7.01 is furnished, not filed, and is not subject to Section 18 liabilities or incorporated into other filings unless specifically referenced.

BlackRock Portfolio Management LLC filed an amended Schedule 13G reporting its beneficial ownership in Rogers Corp (ROG). The firm reported ownership of 844,330 shares of common stock, representing 4.7% of the class as of 09/30/2025.

BlackRock reports sole voting power over 838,144 shares and sole dispositive power over 844,330 shares, with no shared voting or dispositive power. The filing classifies the reporting person as HC and includes a certification that the securities were acquired and are held in the ordinary course of business and not to change or influence control of the issuer.