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ROK Rockwell Automation Inc.

Industrials, filed as ROCKWELL AUTOMATION INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.5%
  • $67M

Who owns this now

Largest portfolio weights among holders, up to 0.5% (Thomas Gayner, Markel Group). Not free-float ownership.

  1. Thomas Gayner 0.53%

Who owns ROK

Sorted by value, long equity only, as of 2026 Q3.

History
Thomas Gayner, Markel Group 0.53% Hold 154,900 $67M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ROK's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ROK insider trades
  • None no insider bought on the open market
  • $2.3M sold by 2 insiders outside a trading plan
  • $53.2M sold by 11 insiders under 10b5-1 plans
  1. Matheus De A G Viera Bulho SVP Software and Control
    Planned sale
    $367K 867 shares at $423.81 50% of stake
    Traded Aug 31–Sep 2 Filed Sep 2
    ↗
  2. Patricia A Watson Director
    Sale
    $475K 1,100 shares at $431.43 15% of stake
    Traded Aug 27 Filed Aug 28
    ↗
  3. Matthew W. Fordenwalt SVP Lifecycle Services
    Planned sale
    $174K 377 shares at $460.51 7.8% of stake
    Traded Jun 4 Filed Jun 4
    ↗
  4. John M Miller VP and Chief IP Counsel
    Planned sale
    $449K 1,054 shares at $426.02 16% of stake
    Traded May 20 Filed May 21
    ↗
  5. Terry L. Riesterer Vice President and Controller
    Sale
    $1.8M 4,024 shares at $451.97 97% of stake
    Traded May 7 Filed May 8
    ↗
  6. Matthew W. Fordenwalt SVP Lifecycle Services
    Planned sale
    $270K 600 shares at $449.58 12% of stake
    Traded May 5 Filed May 6
    ↗
  7. Christopher Nardecchia SVP, Chief Information Officer
    Planned sale
    $1.1M 2,538 shares at $446.43 15% of stake
    Traded May 5 Filed May 6
    ↗
  8. Scott Genereux Sr.VP, Chief Revenue Officer
    Planned sale
    $246K 550 shares at $447.73 17% of stake
    Traded May 5 Filed May 6
    ↗
  9. Matthew W. Fordenwalt SVP Lifecycle Services
    Planned sale
    $480K 1,200 shares at $400.00 21% of stake
    Traded Apr 13 Filed Apr 14
    ↗
  10. Matheus De A G Viera Bulho SVP Software and Control
    Planned sale
    $484K 1,250 shares at $387.50 42% of stake
    Traded Apr 8 Filed Apr 9
    ↗
  11. Robert L. Buttermore SVP,Chief Supply Chain Officer
    Planned sale
    $3.6M 8,932 shares at $398.92 76% of stake
    Traded Mar 2 Filed Mar 3
    ↗
  12. Matthew W. Fordenwalt SVP Lifecycle Services
    Planned sale
    $485K 1,200 shares at $404.21 21% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  13. Isaac Woods Vice President and Treasurer
    Planned sale
    $516K 1,271 shares at $405.69 43% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  14. Tessa M. Myers SVP, Intelligent Devices
    Planned sale
    $813K 1,985 shares at $409.37 33% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  15. Christopher Nardecchia SVP, Chief Information Officer
    Planned sale
    $5.9M 14,465 shares at $410.01 50% of stake
    Traded Feb 26 Filed Feb 27
    ↗

Also filed in the last 12 months, not counted as buying or selling: 99 sales to cover taxes, 88 option exercises, 8 stock grants, and 1 gift.

Congress

6 members of Congress traded ROK in the last three years: 4 buys and 9 sales. 5 members listed it in 2025 annual reports.

All Congress trades
  1. Kevin Hern R-OK-1Joint Partial sale $15K–$50K Sep 17 filed Oct 13
  2. Kevin Hern R-OK-1Joint Partial sale $15K–$50K Sep 14 filed Sep 25
  3. Kevin Hern R-OK-1Joint Partial sale $15K–$50K Sep 2 filed Sep 25
  4. Kevin Hern R-OK-1Joint Partial sale $15K–$50K Sep 2 filed Sep 25
  5. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Apr 8, 2025 filed Apr 28, 2025
  6. George Whitesides D-CA-27 Sell $50K–$100K Mar 24, 2025 filed Apr 23, 2025

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 14 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $9.06B $8.26B $8.34B
Gross profit $3.72B $3.19B $4.02B
Gross margin * 41.0% 38.6% 48.1%
Net income $1.39B $0.952B $0.869B
Net margin * 15.3% 11.5% 10.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.91B $3.88B $3.91B
Total non-current assets * $6.39B $7.35B $7.31B
Total assets $11.3B $11.23B $11.22B
Total current liabilities $3.37B $3.6B $3.44B
Total equity $3.56B $3.5B $3.65B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.37B $0.864B $1.54B
Cash from investing $854.3M -$982.5M -$216M
Cash from financing -$1.68B -$0.503B -$1.34B
Net change in cash $572.5M -$609.4M -$3M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.