Rockwell Automation said Chairman, President and Chief Executive Officer Blake D. Moret entered into a Rule 10b5-1 trading plan on August 26, 2024.

8-KOther EventsFiled Aug 30, 2024Period of report Aug 26, 2024Summary published (UTC) Oct 25, 2026

Key points

AI summary

Rockwell Automation said Chairman, President and Chief Executive Officer Blake D. Moret entered into a Rule 10b5-1 trading plan on August 26, 2024.
The company said the trading plan becomes effective on November 25, 2024.
The company said the plan covers restricted stock units and performance shares vesting on December 4, 2024, restricted stock units vesting on December 7 and 9, and 26,700 shares of common stock issuable upon exercise of stock options awarded in 2015.
It said Moret entered into the plan to cover taxes due on vesting and as part of his tax and financial planning strategy to diversify and liquidate nearly expiring options.

Summary

AI-written

Analysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Rule 10b5-1 Trading Plan Adopted

Rockwell Automation said Chairman, President and Chief Executive Officer Blake D. Moret entered into a Rule 10b5-1 trading plan on August 26, 2024.

Source · Based on the filing body and exhibits

Trading Plan Effective Date

The company said the trading plan becomes effective on November 25, 2024.

Source · Based on the filing body and exhibits

Equity Awards and Options Covered by Plan

The company said the plan covers restricted stock units and performance shares vesting on December 4, 2024, restricted stock units vesting on December 7 and 9, and 26,700 shares of common stock issuable upon exercise of stock options awarded in 2015.

Source · Based on the filing body and exhibits

Company-Stated Purpose of Plan

It said Moret entered into the plan to cover taxes due on vesting and as part of his tax and financial planning strategy to diversify and liquidate nearly expiring options.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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