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[SCHEDULE 13D/A] ROGERS CORP SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A
Rhea-AI Filing Summary

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.

Positive
  • None.
Negative
  • None.

Insights

Starboard reports a 6.7% ROG stake via Schedule 13D/A.

Starboard Value and affiliates disclose beneficial ownership of 1,203,457 Rogers shares, representing 6.7%, based on 17,984,499 shares outstanding as of October 24, 2025. The filing lists sole voting and dispositive power at the entity level, with Jeffrey C. Smith and Peter A. Feld reporting shared power over the same amount.

Purchases were made in the open market using working capital, and the amendment itemizes aggregate purchase amounts, including $56,941,247 for 697,455 shares and $22,531,020 for 237,035 shares. The added exhibit details trades in the last sixty days.

This is a disclosure of ownership and control mechanics rather than a transaction with issuer proceeds. Actual implications depend on future holder actions disclosed in subsequent filings.






If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






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SCHEDULE 13D


Starboard Value LP
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Value GP LLC, its general partner
Date:10/31/2025
STARBOARD VALUE & OPPORTUNITY MASTER FUND LTD
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Value LP, its investment manager
Date:10/31/2025
STARBOARD VALUE & OPPORTUNITY S LLC
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Value LP, its manager
Date:10/31/2025
Starboard Value & Opportunity Master Fund L LP
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Value L LP, its general partner
Date:10/31/2025
Starboard Value L LP
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Value R GP LLC, its general partner
Date:10/31/2025
Starboard Value R GP LLC
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory
Date:10/31/2025
Starboard X Master Fund Ltd
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Value LP, its investment manager
Date:10/31/2025
Starboard Value GP LLC
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Principal Co LP, its member
Date:10/31/2025
Starboard Principal Co LP
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory of Starboard Principal Co GP LLC, its general partner
Date:10/31/2025
Starboard Principal Co GP LLC
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Authorized Signatory
Date:10/31/2025
Smith Jeffrey C
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Attorney-in-Fact for Jeffrey C. Smith
Date:10/31/2025
Feld Peter A
Signature:/s/ Lindsey Cara
Name/Title:Lindsey Cara, Attorney-in-Fact for Peter A. Feld
Date:10/31/2025

FAQ

What stake in Rogers Corp (ROG) does Starboard report in this Schedule 13D/A?

Starboard reports beneficial ownership of 1,203,457 shares, representing 6.7% of Rogers’ outstanding shares.

What share count did Starboard use to calculate its 6.7% ownership of ROG?

The calculation is based on 17,984,499 shares outstanding as of October 24, 2025.

How did Starboard fund its purchases of ROG shares?

Purchases were made with working capital, which may include margin loans, in open‑market transactions.

Who holds voting and dispositive power over the reported ROG shares?

Starboard entities report sole voting and dispositive power; Jeffrey C. Smith and Peter A. Feld report shared power over 1,203,457 shares.

Does the amendment disclose recent trading activity in ROG?

Yes. It adds an exhibit listing transactions in the past sixty days.

What aggregate purchase amounts are disclosed for Starboard vehicles?

Examples include $56,941,247 for 697,455 shares (V&O Fund) and $22,531,020 for 237,035 shares (X Master).
Roger

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