Equibles does not estimate personal net worth.
Earlier roles on record: CFO at Rockwell Automation, Inc (ROK) until November 13, 2020. The proxy statement of Rockwell Automation, Inc reports total compensation of $76,311 for Patrick Goris in fiscal 2021, including a base salary of $75,811. Disclosed compensation is on record for 4 fiscal years. Patrick Goris has spoken on 3 earnings calls across 1 company, most recently for Rockwell Automation, Inc on November 10, 2020. The companies whose calls Patrick Goris spoke on are classified in the Industrials sector.
“I’ll start on Slide 9, Fourth Quarter Key Financial Information. Sales, segment margin, Adjusted EPS and free cash flow were all better than expected in the fourth quarter, mainly as a result of better organic sales growth and productivity.”
“I will keep my remarks on second quarter results very brief and then switch to comments about our strong financial position, what we see in our supply chain and operations, cost mitigation activities and fiscal 2020 outlook.”
“I’ll start on slide 7, First Quarter Key Financial Information. First quarter reported sales were up 2.6% year over year. As expected, organic sales were down 1%.”
Start not stated–2020-11-13
Specialty Industrial Machinery · Industrials
CFO
Compensation components disclosed in company proxy statements. Amounts are nominal USD; total is the company-reported figure.
| Fiscal year | Company | Role | Salary | Total |
|---|---|---|---|---|
| 2021 | Rockwell Automation, Inc (ROK) | Former Senior Vice President & Chief Financial Officer For Messrs. Etzel and Goris, amount includes an accrued vacation payout due to their separation from the Company, in addition to fiscal 2021 salary paid. Amounts in this column represent the cash sign-on bonus upon hire inclusive of two-year clawback upon certain terminations for Messrs. Gangestad and Genereux and the fiscal 2021 cash payment as part of interim assignment for Mr. Etzel. Amounts in this column represent the grant date fair value of restricted stock and performance share awards granted calculated in accordance with U.S. GAAP. The grant date fair value of restricted stock was 251.24, 247.68, 246.77, 219.52, 196.43, and 171.46 per share for March 1, 2021, February 1, 2021, December 10, 2020, October 1, 2020, December 5, 2019, and December 4, 2018, respectively. Performance share awards are valued at the target number of shares with a grant date fair value of 298.10, 265.04, and 155.04, for 2021, 2020, and 2019, respectively. The assumptions applicable to these valuations are set forth in Note 13, Share-Based Compensation, to our audited financial statements included in our Annual Report on Form 10-K for the fiscal year ended September 30, 2021. The amounts shown may not correspond to the actual value that may be realized by the NEOs. If the performance share awards are valued at two times the target number of shares (the maximum potential payout), then for fiscal 2021 the stock award amount would increase by 2,600,923, 520,185, and 481,432, for Messrs. Moret and Kulaszewicz and Ms. House, respectively. For additional information on awards made in fiscal 2021, see the Grants of Plan-Based Awards Table and Outstanding Equity Awards at Fiscal Year-End Table. Amounts in this column represent the grant date fair value of option awards granted calculated in accordance with U.S. GAAP. The grant date fair value was 55.47, 35.90, and 32.53 per share for December 10, 2020, December 5, 2019, and December 4, 2018, respectively. The assumptions applicable to these valuations are set forth in Note 13, Share-Based Compensation, to our audited financial statements included in our Annual Report on Form 10-K for the fiscal year ended September 30, 2021. The amounts shown may not correspond to the actual value that may be realized by the NEOs. For additional information on awards made in fiscal 2021, see the Grants of Plan-Based Awards Table and Outstanding Equity Awards at Fiscal Year-End Table. This column represents amounts paid under our ICP for performance in the fiscal year. For more information about our ICP, see the “Compensation Discussion and Analysis” and Grants of Plan-Based Awards Table. | $75,811 | $76,311 |
| 2020 | Rockwell Automation, Inc (ROK) | Former Senior Vice President & Chief Financial Officer For Messrs. Etzel and Goris, amount includes an accrued vacation payout due to their separation from the Company, in addition to fiscal 2021 salary paid. Amounts in this column represent the cash sign-on bonus upon hire inclusive of two-year clawback upon certain terminations for Messrs. Gangestad and Genereux and the fiscal 2021 cash payment as part of interim assignment for Mr. Etzel. Amounts in this column represent the grant date fair value of restricted stock and performance share awards granted calculated in accordance with U.S. GAAP. The grant date fair value of restricted stock was 251.24, 247.68, 246.77, 219.52, 196.43, and 171.46 per share for March 1, 2021, February 1, 2021, December 10, 2020, October 1, 2020, December 5, 2019, and December 4, 2018, respectively. Performance share awards are valued at the target number of shares with a grant date fair value of 298.10, 265.04, and 155.04, for 2021, 2020, and 2019, respectively. The assumptions applicable to these valuations are set forth in Note 13, Share-Based Compensation, to our audited financial statements included in our Annual Report on Form 10-K for the fiscal year ended September 30, 2021. The amounts shown may not correspond to the actual value that may be realized by the NEOs. If the performance share awards are valued at two times the target number of shares (the maximum potential payout), then for fiscal 2021 the stock award amount would increase by 2,600,923, 520,185, and 481,432, for Messrs. Moret and Kulaszewicz and Ms. House, respectively. For additional information on awards made in fiscal 2021, see the Grants of Plan-Based Awards Table and Outstanding Equity Awards at Fiscal Year-End Table. Amounts in this column represent the grant date fair value of option awards granted calculated in accordance with U.S. GAAP. The grant date fair value was 55.47, 35.90, and 32.53 per share for December 10, 2020, December 5, 2019, and December 4, 2018, respectively. The assumptions applicable to these valuations are set forth in Note 13, Share-Based Compensation, to our audited financial statements included in our Annual Report on Form 10-K for the fiscal year ended September 30, 2021. The amounts shown may not correspond to the actual value that may be realized by the NEOs. For additional information on awards made in fiscal 2021, see the Grants of Plan-Based Awards Table and Outstanding Equity Awards at Fiscal Year-End Table. This column represents amounts paid under our ICP for performance in the fiscal year. For more information about our ICP, see the “Compensation Discussion and Analysis” and Grants of Plan-Based Awards Table. | $556,161 | $2,745,481 |
| 2019 | Rockwell Automation, Inc (ROK) | Former Senior Vice President & Chief Financial Officer For Messrs. Etzel and Goris, amount includes an accrued vacation payout due to their separation from the Company, in addition to fiscal 2021 salary paid. Amounts in this column represent the cash sign-on bonus upon hire inclusive of two-year clawback upon certain terminations for Messrs. Gangestad and Genereux and the fiscal 2021 cash payment as part of interim assignment for Mr. Etzel. Amounts in this column represent the grant date fair value of restricted stock and performance share awards granted calculated in accordance with U.S. GAAP. The grant date fair value of restricted stock was 251.24, 247.68, 246.77, 219.52, 196.43, and 171.46 per share for March 1, 2021, February 1, 2021, December 10, 2020, October 1, 2020, December 5, 2019, and December 4, 2018, respectively. Performance share awards are valued at the target number of shares with a grant date fair value of 298.10, 265.04, and 155.04, for 2021, 2020, and 2019, respectively. The assumptions applicable to these valuations are set forth in Note 13, Share-Based Compensation, to our audited financial statements included in our Annual Report on Form 10-K for the fiscal year ended September 30, 2021. The amounts shown may not correspond to the actual value that may be realized by the NEOs. If the performance share awards are valued at two times the target number of shares (the maximum potential payout), then for fiscal 2021 the stock award amount would increase by 2,600,923, 520,185, and 481,432, for Messrs. Moret and Kulaszewicz and Ms. House, respectively. For additional information on awards made in fiscal 2021, see the Grants of Plan-Based Awards Table and Outstanding Equity Awards at Fiscal Year-End Table. Amounts in this column represent the grant date fair value of option awards granted calculated in accordance with U.S. GAAP. The grant date fair value was 55.47, 35.90, and 32.53 per share for December 10, 2020, December 5, 2019, and December 4, 2018, respectively. The assumptions applicable to these valuations are set forth in Note 13, Share-Based Compensation, to our audited financial statements included in our Annual Report on Form 10-K for the fiscal year ended September 30, 2021. The amounts shown may not correspond to the actual value that may be realized by the NEOs. For additional information on awards made in fiscal 2021, see the Grants of Plan-Based Awards Table and Outstanding Equity Awards at Fiscal Year-End Table. This column represents amounts paid under our ICP for performance in the fiscal year. For more information about our ICP, see the “Compensation Discussion and Analysis” and Grants of Plan-Based Awards Table. | $566,734 | $2,930,630 |
| 2018 | Rockwell Automation, Inc (ROK) | Senior Vice President & Chief Financial Officer | $517,308 | $2,493,214 |
