Rockwell Automation (ROK)Stephens Investment Management Group LLC added to its stake +16K shares

181K

Shares reported · +16K vs prior quarter

0.96%

Disclosed portfolio weight

$89.6M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 29, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 1, 2026Federal contract · $1.6M obligatedDepartment of Defense awarded Rockwell Automation: $1.63M obligated to date
2. Jun 2, 2026InsiderOfficer sold ~$99K of ROK shares in the open market
3. Jun 4, 2026InsiderOfficer sold ~$174K of ROK shares in the open market
4. Jun 9, 2026Federal contract · $3.2M obligatedDepartment of Defense awarded Rockwell Automation: $3.21M obligated to date
5. Jun 12, 2026Federal contract · $662K obligatedDepartment of Defense awarded Rockwell Automation: $662K obligated to date
6. Jun 30, 2026Federal contract · $258K obligatedDepartment of Defense awarded Rockwell Automation: $258K obligated to date
7. Jul 16, 2026InsiderOfficer sold ~$127K of ROK shares in the open market

What came next

1. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 20, 2026InsiderCFO sold ~$256K of ROK shares in the open market
3. Aug 27, 2026InsiderDirector sold ~$475K of ROK shares in the open market
4. Aug 31, 2026InsiderOfficer sold ~$199K of ROK shares in the open market
5. Sep 2, 2026InsiderOfficer sold ~$168K of ROK shares in the open market
6. Sep 2, 2026Congress · 1 personMembers of Congress: 2 sales
7. Sep 8, 2026Insider · 1 personInsiders: 2 sales (~$67K)
8. Sep 14, 2026CongressDisclosed partial sale of ROK — reported range $15,001 - $50,000
9. Sep 21, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 21, 2026, Scott A. Genereux notified Rockwell Automation, Inc. (“the Company”) of his decision to retire from employment effective December 31, 2026.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Rockwell Automation

For Rockwell Automation, OQRO holds 10 insider filings (SEC Form 4 or Form 144), 3 Congress trade reports and 26 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its ROK page.

How this filing works

• SEC Form 13F

Other disclosures at Rockwell Automation

• House Clerk periodic transaction reportSep 25, 2026
• House Clerk periodic transaction reportSep 25, 2026
• House Clerk periodic transaction reportSep 25, 2026
• SEC Form 144Sep 17, 2026
• SEC Form 4Sep 9, 2026
• SEC Form 4Sep 9, 2026

Everything OQRO holds on this company is on its ROK page.