Rockwell SVP reports 1,480 performance shares; vest Dec 9, 2025

Rockwell Automation (ROK) reported an insider equity change for SVP, Intelligent Devices, Tessa M. Myers.

Rhea-AI Filing Summary

Rockwell Automation (ROK) reported an insider equity change for SVP, Intelligent Devices, Tessa M. Myers. On 10/01/2025, she acquired 1,480 performance shares (Transaction Code: A) linked to a 12/09/2022 grant whose payout was based on total shareowner return compared to the S&P 500 over three years.

Each performance share represents the right to receive one share of common stock or the cash equivalent at a $0 price. The performance shares are scheduled to vest on 12/09/2025, contingent on continued employment, subject to limited exceptions. Following the transaction, 1,480 derivative securities were beneficially owned directly.

Insider Trade Summary

Grant/Award: 1,480 shares

Grant/Award 1 txn

Insider Myers Tessa M.

Role SVP, Intelligent Devices

Type	Security	Shares	Price	Value
Grant/Award	Performance Shares	1,480	$0.00	$0.00

Holdings After Transaction: Performance Shares — 1,480 contracts (Direct)

Footnotes (3)

1. F1. Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent).
2. F2. On December 9, 2022, 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.
3. 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 9, 2025, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Rockwell Automation (ROK) disclose in this Form 4?

An insider transaction showing SVP Tessa M. Myers acquired 1,480 performance shares on 10/01/2025.

How many performance shares were reported by the ROK executive?

The filing reports 1,480 performance shares beneficially owned following the transaction.

What determines the payout of the reported performance shares at ROK?

Payout was based on total shareowner return vs. S&P 500 over a three-year period from the 12/09/2022 grant.

When do the ROK performance shares vest?

They are scheduled to vest on 12/09/2025, contingent on continued employment, subject to limited exceptions.

What is the price of the derivative security in this ROK Form 4?

The derivative security price is listed as $0.

Is the ownership direct or indirect for these ROK derivative securities?

The filing lists Direct (D) ownership for the 1,480 performance shares.

What is the reporting person’s role at Rockwell Automation (ROK)?

The reporting person is an Officer, serving as SVP, Intelligent Devices.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/03/2025 - 05:32 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Myers Tessa M.

(Last) (First) (Middle)

1201 S 2ND STREET

(Street)

MILWAUKEE WI 53204

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
ROCKWELL AUTOMATION, INC [ ROK ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	SVP, Intelligent Devices

3. Date of Earliest Transaction (Month/Day/Year)
10/01/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Performance Shares	(1)	10/01/2025		A		1,480(2)		(3)	12/09/2025	Common Stock	1,480	$0	1,480	D

Explanation of Responses:

1. Each performance share represents a contingent right to receive one share of Company common stock (or the cash equivalent).

2. On December 9, 2022, 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.

3. 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 9, 2025, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions.

Remarks:

	Danielle White, Attorney-In-Fact for Tessa M Myers	10/03/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.