---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-21-249221"
form_type: "8-K"
ticker: "ROK"
cik: "0001024478"
company_name: "ROCKWELL AUTOMATION, INC"
filed_at: "2021-08-17T23:59:59+00:00"
generated_at: "2026-06-29T09:26:05.875153+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Rockwell Automation closes $1.5B note offering to fund Plex Systems acquisition

## Summary
- Issued $600M at 0.350% due 2023, $450M at 1.750% due 2031, $450M at 2.800% due 2061.
- Net proceeds of ~$1.4868B after underwriting discounts and expenses.
- Proceeds to partially fund the previously announced Plex Systems acquisition.
- Special mandatory redemption at 101% if Plex acquisition not consummated by Jan 31, 2022.
- Change-of-control repurchase event triggers repurchase at 101% of principal plus interest.

## SEC filing metadata
- accession: 0001193125-21-249221
- form_type: 8-K
- ticker: ROK
- cik: 0001024478
- company_name: ROCKWELL AUTOMATION, INC
- filed_at: 2021-08-17T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 2.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1024478/000119312521249221/0001193125-21-249221-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1024478/000119312521249221/d117587d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-21-249221
- JSON: https://secwatch.observer/filing/0001193125-21-249221.json
- Plain text: https://secwatch.observer/filing/0001193125-21-249221.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.