Rockwell Automation VP & Treasurer Isaac Woods Receives 614 Performance Shares
ROCKWELL AUTOMATION, INC
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Filing Summary
Rockwell Automation, Inc. ($ROK) Form 4 Filing Reporting Owner: Isaac Woods (Vice President and Treasurer) Transaction Date: October 1, 2026 Security: Performance Shares Action: Acquired 614 shares at $0.00 (Performance grant determination) Post-Transaction Holdings: 614 derivative shares Significance: Low (Equity compensation achievement)
Comprehensive Analysis
Executive Summary
On October 1, 2026, Isaac Woods, Vice President and Treasurer of Rockwell Automation, Inc. ($ROK), reported the acquisition of 614 performance shares under the company's long-term incentive plan. The transaction was classified with code 'A' as an award grant with a transaction price of $0.00.
Transaction Details
- Security: Performance Shares (each representing a contingent right to receive one share of common stock or cash equivalent).
- Amount: 614 shares acquired directly.
- Origin: The payout corresponds to a target performance share grant originally awarded on December 4, 2023. Payout was contingent on 3-year Total Shareowner Return (TSR) relative to the S&P 500 Index.
- Vesting: The earned performance shares will vest on December 4, 2026, subject to continued service.
Market Significance
This transaction carries Low trading significance. It represents the routine calculation and certification of performance share awards rather than a discretionary open-market purchase or sale.
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Important Disclaimer
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