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Rockwell Automation awards Myers 3,371 performance shares

The payout ranged from 0 to 200% of target based on Rockwell Automation's total shareowner return relative to S&P 500 companies.

(Neutral)

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Form Type
4

Rhea-AI Filing Summary

Rockwell Automation, Inc. reports that Tessa M. Myers, its SVP, Chief Revenue Officer, received an award of 3,371 performance shares on October 1, 2026. Each performance share is a contingent right to receive one share of common stock or its cash equivalent. The shares vest on December 4, 2026, provided Myers is still an employee, subject to limited exceptions.

Insider Myers Tessa M.
Role SVP, Chief Revenue Officer
Type Security Shares Price Value
Grant/Award Performance Shares F1, F2, F3 3,371 $0.00 $0.00
Holdings After Transaction: Performance Shares — 3,371 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 4, 2023, 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 4, 2026, provided the reporting person is still an employee of the Company on that date, subject to limited exceptions.
Performance shares awarded 3,371 performance shares Award to Tessa M. Myers on October 1, 2026
Underlying common stock per performance share 1 share Each performance share is a contingent right to receive one common share or the cash equivalent
Payout range 0 to 200% of target Based on total shareowner return compared with companies in the S&P 500 Index
Performance period 3 years Performance measured against companies in the S&P 500 Index
Vesting date December 4, 2026 Vesting is conditional on continued employment, subject to limited exceptions
performance shares financial
"a target number of performance shares"
Performance shares are a type of company stock given to executives or employees that only become theirs if the company meets specific goals, like hitting certain profits or growth targets. They motivate leaders to work toward the company’s success, because their additional shares depend on achieving these results.
contingent right financial
"represents a contingent right to receive one share"
total shareowner return financial
"Company's total shareowner return compared to the performance"

FAQ

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

How many performance shares did ROK's chief revenue officer receive?

Tessa M. Myers, SVP, Chief Revenue Officer, received an award of 3,371 performance shares on October 1, 2026. Each performance share represents a contingent right to receive one share of Rockwell Automation common stock or the cash equivalent.

When do ROK performance shares vest, and how is the payout determined?

The shares vest on December 4, 2026, provided Tessa M. Myers is still an employee, subject to limited exceptions. The payout ranged from 0 to 200% of target based on Rockwell Automation's total shareowner return compared with the performance of companies in the S&P 500 Index over a three-year period.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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 WISCONSIN 53204

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ROCKWELL AUTOMATION, INC [ ROK ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP, Chief Revenue Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance Shares(1)10/01/2026A3,371(2) (3)12/04/2026Common Stock3,371$03,371D
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 4, 2023, 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 4, 2026, 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 Myers10/05/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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